Tror ikke det er lurt Ă„ sammenligne disse selskapene for mye
PHO med sin store tunge org fÄr royalties pÄ 10-20%, der har du en forskjell
Etter gĂ„rsdagens nyhet steg Jiangsu Yahong Meditech Co., Ltd. (688176.SS) med rundt 20 %. Denne kursoppgangen tilsvarer om lag 1,8â1,9 milliarder NOK i Ăžkt markedsverdi pĂ„ Ă©n dag. Alt dette som fĂžlge av Cevira-nyheten.
Og hva med PHO?
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Viktig Ä huske den steg med 20% pga det er limit den kan stige pÄ en dag pÄ den bÞrsen. Den holdt seg dÞnn pÄ 20% i to timer helt til stenging.
Hva den gĂ„r til i morgen er ikke godt Ă„ si, men kan si sĂ„pass at der er ingen i Kina som leser âanalysenâ til TingelingâŠ
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Og sÄ er det noen av oss som er long i aksjen men likevel har prÞvd Ä skyte inn at mye er priset inn allerede, og at man mÄ vÊre litt mer tÄlmodig og la ting spille seg ut.
Hvis ledelsen hadde vist seg fra en mer aksjonÊrevnnlig side og sagt rett ut at nÄ skal det vÊre eierene sin tur til Ä bli betalt hadde det nok blitt godt mottatt av markedet
Ledelsen kan lÊre mye av ledelsen i Medistim sÄnn sett.
Men vil ikke Asieris tjene en god del mer enn PHO pÄ Cevira ? Har du regnet pÄ det ?
Sikker pÄ det?
Ser ut som de har heftige utgifter hittil pÄ det med tanke pÄ alle de har ansatt og ikke minst utvikling.
Asieris skal fort opp ~5-8 milliarder NOK pÄ godkjenningen i fÞrste omgang. Blir Ä takke og Þke her fremover om «markedet» insisterer pÄ at det betyr nada med markedsadgang i Kina.
Det fÄr vi virkelig hÄpe for Asieris sin del. Men for PHO er det rene inntekter og ingen utgifter (logistikk/opplÊring/salg/regulatorisk/whatnot). Ikke dumt det heller, ref. Ipsen som PHO mÄ betale 40 (!) millioner Ärlig - et belÞp som halveres neste Är.
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Virker som det bare er Ă„ innse at markedet vil se det i tallene fĂžrstâŠ
Nesten sÄ begynner Ä lure pÄ Briarwood og ABG har noe pÄ gang. SÄ merkelig denne analysen at lett Ä begynne Ä spekulere bÄde hit og dit
Bingo det er ikke gratis lunch i markedet over tid. Potensial og indikasjoner og nytt produkt i markedet med milestones og royalties 10-20% av alt salg og kostnader tar partner skal prises til noe. NÄr ABG har null tro blir kursmÄl lavt har noen andre kalkulator Þvelser edruelig ogsÄ vil kursmÄl bli mye hÞyere. SÄ enkelt og lite vitenskapelig er kursmÄl
Min tro og vurdering betyr at ABG bommer stort pÄ sin fremtidstro. En analytiker i Norge vet ekstremt mye mindre enn Asieris backet av giganten Sinopharm og ikke minst Þnsket av kinesiske myndigheter. Klarer ikke norske analytiker heller ikke Ä se kritisk ved fertilitet er det bare Ä slukke lyset hos helse i ABG
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Jeg spÞr pÄ nytt jeg siden ingen svarte meg nÄr jeg spurte forige gang.
Hvorfor i alle dager sitter her folk i aksjen enda nÄr de ikke solgte seg ut pÄ 79,5 for noen uker siden?
Samtidig sitter samme personene og forsvarer at dagens kurs er âinnaforâ siden cevira er priset inn allerede.
prisen er 10kr+ lavere nĂ„ idag, dagen etter godkjenning. Noen av dere som har lyst Ă„ âdumme det nedâ for meg sĂ„ jeg forstĂ„r?
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SÄ enkelt er det fra mitt stÄsted:
Ikke sitt og se pÄ kurs fra dag til dag, se heller pÄ glidende snitt, og de store stÞtte/motstand nivÄene.
Chartet er drastisk opp, sÄ snart man ikke sitter og stresser med dagskursen. Pust med magen og la dette spille se ut.
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Ja jeg har ingen planer om Ä selge pÄ det nivÄet her. Ikke i nÊrheten engang.
Men jeg er av formening at Cevira kommer til Ă„ bli en bra success, og at dagens pris er altfor lav.
Det jeg stusser pĂ„ er at dagens kurs forsvares med âinnafor, alt mulig er prisa innâ samtidig sĂ„ tĂžmte samme folk seg ikke ut pĂ„ 79,5 fĂžr godkjenningen kom.
Gir perfekt mening om man trader seff, men det er vel ikke akkurat det som fremkommer her pÄ trÄden er grunnlaget.
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Interresant ift fokus pÄ Cin1 indikasjon hvor behandlingsbasen er flere ganger stÞrre en Cin2.
Ift sammenligning med andre biotech sÄ er det mye potensiale fremover ogsÄ i Photocure.
Fase 1 Cin2,
Fase 2 Cin1.
Fase 3: Hpv clearance
Headlines
The worldâs first non-invasive treatment product for cervical precancerous lesions has been approved. Can APL Medtech usher in a turning point for profitability?
The worldâs first non-invasive treatment product for cervical precancerous lesions has been approved. Can APL Medtech usher in a turning point for profitability?
The STAR Market Daily reported on March 4 (by reporter Shi Shiyun) that on the evening of March 3, Asieris Pharmaceuticals (688176.SH) announced that its core product APL-1702 (trade name: Xivita) had been approved for marketing by the National Medical Products Administration for treating patients aged 18 and above with histologically confirmed Cervical Intraepithelial Neoplasia grade 2 (CIN2), excluding cervical invasive cancer and cervical adenocarcinoma in situ. With this approval, Xivita has become the worldâs first non-invasive treatment product for this patient population.
According to available information, Xivita is a product co-developed by Asieris Pharmaceuticals and Norwayâs Photocure company. In 2019, Asieris Pharmaceuticals obtained exclusive global rights to develop, manufacture, and commercialize this product.
In terms of secondary market performance, Asieris Pharmaceuticals opened higher and surged throughout the day, achieving a 20cm price limit increase. At the close of trading today, the stock was priced at RMB 13.67 per share, with a total market capitalization exceeding RMB 7.8 billion.
âCommercialization will proceed in three phases, with market supply expected within four months.
Asieris Pharmaceuticals has always focused on tumors of the urinary and reproductive systems as well as womenâs health, emphasizing innovative drug research and development. Its pipeline includes more than ten products under research. To date, Asieris Pharmaceuticals has received domestic regulatory approval for five products, including three generic drugs and two innovative drugs.
The newly approved Xivita follows Hexvix (APL-1706), an imaging agent used to assist in bladder cancer diagnosis or surgery, as the second innovative drug product from Asieris Pharmaceuticals to achieve commercial launch.
According to introductions from Asieris Pharmaceuticals, Xivita is a photodynamic product that combines drugs and devices, consisting of Hexyl Aminolevulinate Hydrochloride Ointment and a disposable cervical photodynamic therapy lamp. Through localized drug administration and the design of a cold light source placed inside the vagina, it achieves a breakthrough in treatment methods.
Diagram | SIVIT Non-surgical Photodynamic Therapy Process Flowchart
For a long time, clinical treatment of precancerous cervical lesions has primarily relied on surgical excision. Such invasive procedures not only cause physical and psychological trauma to patients but also pose potential risks to female fertility, becoming a critical pain point in clinical treatment.
Meanwhile, the developmental characteristics of precancerous lesions have placed traditional treatments in a dilemma: the bidirectional reversibility of low-grade lesions makes watchful waiting fraught with risks of progression, while surgical ablation may damage the cervical structure. This contradiction is particularly prominent among younger women with fertility needs.
At a media briefing held by Yapon Medicine on the evening of March 3rd, the companyâs Chief Medical Officer Zhang Yun told reporters from the STAR Market Daily that Xivita adopts a drug-device combination model using highly selective lipophilic photosensitizers and portable cold light source devices. Its mechanism of action demonstrates high precision, targeting only the removal of the diseased epithelial cell layer without damaging the regenerative cervical basal cell layer, truly achieving the dual goals of non-invasive treatment and fertility preservation.
According to clinical data, in the treatment of high-grade squamous intraepithelial lesions (CIN2), the response rate of the treatment group was 49.6%, compared to 22.6% in the placebo group. Histopathological results six months post-treatment showed that 57.5% of patients had their lesions revert to normal tissue or low-grade squamous intraepithelial lesions (LSIL), compared to 30.6% in the placebo group. This means that after one to two treatments with Xivita, nearly 60% of patients can avoid surgical excision.
The treatment process for Xivita is extremely convenient. Doctors need only 3 to 5 minutes in an outpatient setting to complete the placement procedureâabout the time it takes to wait for a cup of coffee. Patients can leave immediately after placement and remove the device themselves later, without impacting their normal work or life, which helps improve treatment accessibility and patient compliance.
As a first-to-market product, Xivita has no commercialization path of similar products to reference. A key challenge for Yapon Medicine is how to expand the market and achieve rapid market penetration.
Xu Ying, Chief Commercial Officer of Yapon Medicine, stated that currently, among urban women aged 20-59 in China, there are over 50 million people infected with high-risk HPV, with approximately 12 million patients having epithelial cell lesions. According to the national goal of eliminating cervical cancer by 2030, the number of confirmed CIN2 cases will reach 700,000 by 2030 and exceed 1 million by 2035. Currently, about 50% of CIN2 patients are suitable for non-invasive treatment, indicating a clear market demand.
Based on this, Yapon Medicine completed two years of market preheating before the launch of Xivita and formulated a three-phase commercialization strategy. Xu Ying specifically explained to reporters from the STAR Market Daily: In the first phase, the recently approved CIN2 indication will serve as the core entry point and foundation to establish the clinical concept of prioritizing non-invasive treatment, promote expert consensus implementation, and lay the groundwork for peak sales of the product.
In the second phase, efforts will focus on expanding into the CIN1 market, where the patient base is several times larger than that of CIN2. By addressing the treatment anxiety and clinical needs of CIN1 patients, industry consensus around early diagnosis, early treatment, and non-invasive therapy will be advanced.
In the third phase, the company will enter the field of high-risk HPV clearance at the source of the disease, achieving a leap from treating lesions to preventing lesion formation, entering the upstream market of cervical health management, and realizing exponential market growth. Currently, Yapon Medicine has initiated exploration of HPV clearance indications.
Reporters from the STAR Market Daily learned at the briefing that, in terms of supply chain, as a drug-device combination product, Xivitaâs ointment and device are manufactured in different factories and assembled, resulting in a longer production cycle compared to conventional drugs. To address this, Yapon Medicine has already completed overseas production arrangements in advance, with initial estimates suggesting market supply could be achieved within four months after product approval.
Regarding the pricing of Xivita in the domestic market after its launch, Yahong Pharmaceutical stated that it was not convenient to disclose.
In terms of overseas market expansion, according to Yahong Pharmaceuticalâs announcement, the marketing authorization application for Xivita has been successfully accepted by the European Medicines Agency in February this year. Additionally, Yahong Pharmaceutical has reached an agreement with the U.S. FDA on another Phase III clinical trial design to support the productâs U.S. market approval.
Pan Ke, founder and chairman of Yahong Pharmaceutical, stated at the communication meeting that for the European market, the company plans to seek leading enterprises with strong marketing capabilities in the gynecological field as commercialization partners in Europe. Relevant business development negotiations have been underway since last year.
âThe combination of pharmaceuticals and medical devices will not affect the cooperation value; the productâs clinical value and benefits to patients are the core. The company looks forward to achieving a partnership deal on par with innovative drugs,â Pan Ke said
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Det var nok mange som kjÞpte/Þkte og forventet enorm gevinst pÄ kort tid i gÄr.
BĂžrsklimaet hjelper heller ikke veldig. Dermed blir stemningen som den er, og det er lett for de som vil Ă„ hjelpe kursen nedover.
For de av oss som har vĂŠrt med siden hĂžyt 40/ lavt 50 vil det vĂŠre deilig Ă„ vĂŠre ferdig med runddansen mellom 50 og 60.
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Denne var fin 
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Da slipper vi heldigvis skrekkscenarioet med PHO som Europeisk partner 
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Litt off topic men nyheten fra Asieris pÄ LinkedIn i gÄr har gitt til sammen 8 likes hvorav flere av disse er fra private investorer og ikke bransjen.
Til sammenligning kan et vestlig selskap oppnÄ over 1000 likes pÄ tilsvarende nyheter pÄ LinkedIn.
Understreker hvor enorm stor forskjell det utgjÞr at det er et kinesisk selskap, men kanskje ogsÄ sier det litt om et mulig uforlÞst potensial nÄr det kanskje etterhvert fÄr mer oppmerksomhet
Samtidig greide ikke PHO Ä knÞ ut et innlegg pÄ sin Linkedin⊠Ikke sjekket idag, men igÄr kveld var ikke der noe. Slappe greier
FÄ begivenheter var mer ventet enn denne godkjennelsen. SvÊrt mange har gitt uttrykk for at de ville selge sÄ snart godkjennelsen forelÄ.
Det har mange gjort, og salget fortsetter i dag. Men hvem som har lettet seg, om det er noen stÞrre eiere, fÄr vi vel vite om noen fÄ dager.
Fra i gÄr morges og fram til i dag kl.11 er det synlig omsatt godt over 800k aksjer.
Det var heller ikke optimalt at godkjennelsen tikket inn midt under en halv verdenskrig.
Men nÄ er vi over kneika. Er langt mer optimistisk i dag enn da jeg solgte pho for 144 for noen Är siden, og dessverre kjÞpte meg inn litt for tidlig.
NĂ„ er det opp til Asieris Ă„ gjĂžre sin del av jobben.
Noe av det positive med Asieris er at de er langt mer talefÞre og framme i skoa enn PHO. SÄ her vil vi trolig holdes ajour gjennom Äret, og hÞyst sannsynlig fÄ fÞlge tett hvordan utrullingen skjer
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