Kan vi fÄ etablert en proporsjonal link mellom kursen i Asieris og PHO?
PÄ et Är har Asieris gÄtt 140%, PHO ca. 25%
PÄ 3mnd har Asieris gÄtt ca.30% og PHO ca. det samme.
Konklusjon PHO is catching up, hvor mye av det 7,68% som Asieris gikk i dag greier vi i PHO?
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SkjĂžnner hva du mener, men PHO âis not catching upâ, basert pĂ„ det du skriver. 
Her er det nok ingen som lar kursen gÄ noe som helst sted fÞr tiden er inne
Den har gÄtt mellom 20-30% over sommeren sÄ litt har den fÄtt lov til Ä gÄ 
Dere som er litt mer drevne enn meg. Kan d tenkes, eller er det mulig at Asieris kan komme med et bud pÄ selskapet samtidig med at godkjenningen blir publisert?
Eller kanskje Simopharm sluker begge
Alt kan tenkes⊠det er kun grad av sannsynlighetâŠ
Men koke over gjÞr d nok ikke. Pipevarsleren stÄr pÄ og vipps sÄ dukker brannbilen opp
Som @Netromo sier kan alt tenkes.
Men hvis Cevira ender som et nisjeprodukt i Kina er oppkjÞpssannsynligheten langt lavere enn om det faktisk utvikler seg til noe stort (blockbuster). Vi vet lite om hva Asieris egentlig ser for seg. Det som stÄr i prospektet gir ingen fasit.
Det eneste konkrete vi har er at Asieris selv nylig skrev at «omfattende arbeid med helsemyndigheter, legesamfunn og forsikringsordninger er igangsatt", og "selskapet har fullfÞrt:
- Markedsanalyse
- Pris- og refusjonsstrategi
- Rekruttering av kommersialiseringsteam
- Forberedelse av kliniske retningslinjer sammen med eksperter
- BevisstgjĂžring gjennom medisinske kampanjer og informasjonsarbeid.
Hva resultatet av dette er har ikke selskapt offentliggjort. Med mindre det viser helt andre tall enn analysene under tror jeg ikke vi skal holde pusten.
Av Kinesiske analysehus har vi bl.a. dette fra tidligere i Ă„r:
Southwest Securities: With the commercialization of APL-1702, APL-1706, and generic drugs, we expect the companyâs revenue for 2024-2026 to be 200 million, 370 million, and 620 million RMB, respectively.
Western Securities [i hundre millioner yuan]:
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Shanghai, China, August 28, 2024 â Asieris Pharmaceuticals today released its 2024 Semi-Annual Report, showcasing a strong growth momentum. The launch of its blockbuster product APL-1702 is progressing smoothly, while the Commercial Team continues to enhance revenue-generating capabilities. The companyâs pipeline is advancing and broadening, currently with 13 major products and 18 ongoing research projects. As of the end of this reporting period, Asieris had approximately RMB 2.024 billion in cash, cash equivalents, and financial assets held for trading, ensuring ample capital for the companyâs continued growth and expansion.
Advancing Launch of APL-1702 to Meet Strong Demand for Non-Invasive Treatment of Precancerous Cervical Lesions
The new drug application for APL-1702, a combination of drug and medical device designed for photodynamic non-surgical treatment of cervical high-grade squamous intraepithelial lesions (HSIL), was accepted by the National Medical Products Administration (NMPA) in May 2024. The review process is progressing smoothly.
APL-1702 is a groundbreaking product that combines innovative, clinical, and social value. As a first-in-class treatment to be debuted in China, backed by proven efficacy in an international phase III trial, it is poised to become the worldâs first non-invasive therapy for HSIL. Clinically, APL-1702 is set to redefine the treatment paradigm of precancerous cervical lesions, moving beyond the one-size-fits-all approach of cervical resection. It aims to reverse disease progression while preserving the cervix, avoiding damage from resection, and supporting long-term management and recurrence prevention. From a societal perspective, managing HSIL patient is a crucial step in the âearly diagnosis and early treatmentâ of cervical cancer. APL-1702 combines the value of early cervical cancer intervention and the promotion of a fertility-friendly society, and it is expected to contribute to the success of the Action Plan for Accelerating the Elimination of Cervical Cancer (2023-2030) and the Healthy China Initiative.
To support the commercialization of APL-1702, the company formally established the Womenâs Health Business Unit in early 2024. This unit is responsible for the domestic commercialization of APL-1702 in the Chinese market and expanding the companyâs gynecological pipeline. Key members, including the BU head and teams for marketing, government affairs, and regional commercialization, have already come on board, all bringing extensive experience in gynecology and multinational pharmaceutical companies. In the first half of this year, the Womenâs Health Business Unit conducted thorough market and industry research, developed a key launch plan for APL-1702, and actively prepared the commercial supply chain to ensure the productâs rapid market availability following its approval.
The company has also convened three expert consultation meetings focusing on key topics such as review and dissimilation of phase III clinical data of APL-1702, the current state of HSIL diagnosis and treatment, and clinical needs. The meetings garnered strong endorsements from the principal investigators and leading national gynecologists, highlighting the innovation and clinical value of APL-1702. With this expert backing, the Womenâs Health Business Unit is pursuing strategic partnerships with government departments and industry associations to advance cervical cancer control and help shape a long-term management framework for precancerous lesions. Preparations are well underway, and a cooperation agreement is expected to be signed and implemented in the second half of the year.
Given the scarcity of innovative drugs in gynecology, APL-1702 stands out with its solid clinical evidence and proven efficacy. Moving forward, the company will leverage APL-1702 and its drug-device combination platform to build a robust gynecological portfolio through external partnerships, indication expansion, and proprietary second-generation products.
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13.08:
15 Clinical
599 Pharmacy
169 Compliance
(Orker ikke telle de som stÄr til pauset/suspended og regne %. FÄr ta den jobben en gang i uken, helg)
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Last listen inn i grok, sÄ spÞr du der 
Mulighet for at nÄr man kommer i mÄl pÄ f eks «clinical» sÄ prioriteres man pÄ andre punkter? Virker jo som en unÞdvendig flaskehals om man sitter og venter pÄ pharmacy eller compliance i mÄnedsvis
Akkurat nĂ„, 4 1/2 time etter bĂžrsĂ„pning, har âviâ greiet hele 0,65% 
0,65% om dagen gir 100 kroner blank til nyttĂ„rđ
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Asieris og de asiatiske investorene her burde vÊre nÊrmest puddingen og vite «hva som er i ferd med Ä skje» bÄde politisk, samfunnsmessig, regulatorisk og kommersielt. Her pÄ berget mener vi Ä vite mye mer. Klassisk opphÞyet besserwissere her nord ? BÄde prising av Asieris og handelsvolum er verdt Ä skimte til for Ä finne beveggrunner for stor forskjell i verdivurderinger. Er asia altfor optimistiske eller er norske investorer altfor negative?
114,55 kr.
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Stemmer bedre det, blinga pÄ kalendern og misset ut en mÄned.
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Stakkars folk som skal kommersialisere drug-device kombo 
Like viktig som fĂžr Ă„ oppdage blĂŠrekreften hurtig.
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