Diskusjon Triggere Porteføljer Aksjonærlister

Photocure småprat (PHO) 🔦 4

Dette høres da typisk ut som aktører som låner ut aksjer som kommer til å bli solgt videre fra B of NY og SEB.

Jeg ville vært forsiktig med å tolke disse flyttene av aksjer, og i hvert fall ikke handlet mye på grunn av disse.

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Har du noe aksjer i PHO @Boms?

Hva tenker du om aksjen, short term?

Ja jeg har en liten posisjon.

Sitter jo med aksjen fordi jeg tror den vil stige

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Compliance hoppet 10 plasser til idag…

Edit: Det ser ut som de dobbel/trippel items som nevnt tidligere (ikke trukket fra på mine kø status tellinger) er hva som slår inn på den raske progressen vi ser nå. Bare på Compliance køen hvor Cevira nå er på plass 53 er der 6 dobbel items og en trippel foran i køen. (pluss de som står til suspended og)

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Skjønner ikke noe av at noen lemper ut aksjer når d kanskje bare 3-4 uker til godkjenning eventuelt kommer. Med mindre man tror på avslag da eller har andre interesser.
Kanskje det siste spør du meg

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Kanskje godkjenning, kanskje avslag, kanskje enda mer prosess vi ikke vet om.
Mye “kanskje” fortsatt.

Kanskje du bare skal vente og se det an da før du kjøper. Kanskje det er lurt å vente på svar først. Kanskje det ikke er så lurt.

Kanskje man ikke skal henge seg opp i at noen kjøper og noen selger en aksje. Det er på en måte en del av gamet i en børsnotert aksje. Det finnes ørten grunner for at noen kjøper eller selger og, spesielt med så lave volum som nå, er det lite å hente på rasjonalisering.

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Enig!

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Finnes tusen gode grunner til å selge en aksje.

Ting hænger nok sammen — håber vi ser Clinic nummer 4 :smiley: er væk fra listen starten af næste uge.
Når jeg skriver hænger sammen kan det være fordi at Clinic er kommet igennem “godkendt” bliver de 2 andre Pharma/ compl. “Pushet” fremad da det hele tiden har lydt som Clinic er den vigtigste og sværeste at få igennem systemet.

Bare nogle morgen tanker :thinking:

Super med fremdrift !!!

Dansken

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Det er mye snakk om Cevira, men hvordan er status for Hexvix i Kina og Asieris, når kan det eventuelt materialiseres i inntekter

Det vet ikke vi før Q3 29 Oktober. Man håper forbedringene man såg i Q2 fortsetter ved neste Q rapport, ref kursstigning etterfulgt rapport.

Edit etter du har editert til Hexvix i Kina og ikke Hexvix generelt: i Kina venter vi på scop godkjenning.

Det er høyst usikkert. Det finnes ingen godkjente Scope pr, nå, og det første er ventet godkjent nær årsslutt. Det vil også si man starter fra scratch.

Hvis man ser på øvrige inngåtte partneskap for Cyvsiew er svært begrenset fremgang så langt.

Fra Q2-rapporten:

Due to capital budget constraints and reimbursement challenges, partnership revenues in the second quarter of 2025 were limited.

For Asieris og Kina sin del vet vi følgende:

launch strategy for Hexvix®, initially targeting patients with strong willingness to pay out-of-pocket or coverage through commercial insurance, focusing on urology centers in top-tier and oncology hospitals in major cities. Over time, as clinical guidelines are updated and urology expert endorsements are established, coupled with the launch of single-use blue-light cystoscopes, the company plans to gradually expand penetration into urology centers across key hospitals nationwide, achieving broad access to blue-light cystoscopy. (…) the company plans to introduce its single-use blue-light flexible cystoscope to China and accelerate regulatory approval.

Ergo har man ikke reimbursement, endorsement eller oppdaterte klniske guidelines.

For meg ser det ut som at dette vil ta tid, og man ikke vil se nevneverdig markedspenetrasjon med det første.

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Godkjenning av scope bør uansett bli en viss trigger for kursen. Det er jo et grunnlag for fremtidige inntekter selv, om det selvsagt tar en del tid før det vises i regnskapet.

Såkalt ventepølse

Dobbelt post :cry:

Explore Career Opportunities

  • Head of BD
    (Shanghai/China.)

Asieris Pharmaceuticals (688176.SH), founded in March 2010, is a global innovative biopharma company specializing in the genitourinary tumors and other diseases with highly unmet medical needs. We strive to improve human health and help patients live in more dignified lives. We aim to become a global leader that integrates R&D, manufacturing and commercialization in our areas of focus, by providing integrated solutions from diagnosis to treatment to patients in China and worldwide.

On our journey of global expansion, we are seeking a highly motivated and experienced leader as the company’s Head of Business Development to lead our asset-licensing and research collaboration activities. Additionally, the candidate may be the leader of our global strategy development according to his/her capabilities, desires and potentials. Reporting directly to the company CEO, the role will be based in Shanghai, China.

Principal Duties and Responsibilities

Business Development
a) Formulate business development strategy to be aligned with corporate growth strategy.
b) Build an extensive network in pharma and biotech communities to search, identify and evaluate potential partnership opportunities.
c) Interface with internal R&D and commercial functions to effectively meet their business needs and help strengthen corporate branding.
d) Structure, negotiate and finalize deal transactions: Which will include out-licensing and in-licensing drug assets, strategic partnership, and other larger deals such as M&A and joint-ventures if candidate has adequate capabilities and experiences.
Team Management
e) Lead & motivate a highly professional BD team to execute the strategy and plans accordingly.
f) Develop the team capabilities and prepare for the organization of its BD talent pipelines.

Job Requirements
  1. Master’s degree required, Ph.D’s preferred, in life sciences disciplines from an accredited college or university. Business education or training such as MBA highly desirable;
  2. Previous experiences in business development with a successful track record in deals;
  3. Research experiences within the pharmaceutical industry, Global Experience Preferred, with in-depth knowledge in pharmaceutical R&D and/or commercialization;
  4. Energetic self-starter with strong business acumen, detail and results orientation and ability to work effectively in a driven environment;
  5. Exceptional communication (verbal, written and presentation) and inter-personal skills required;
  6. High capabilities of listening and articulating to reach mutual understanding;
  7. Strong business judgement and decision-making skills.

Interested candidates, please send your CV to Weiwei (Head of HR) @ wwcai@asieris.cn

  • CMO [Chief Medical Officer]
    (Remote, US)

Asieris Pharmaceuticals (688176.SH), founded in March 2010, is a global innovative biopharma company specializing in the genitourinary tumors and other diseases with highly unmet medical needs. We strive to improve human health and help patients live in a more dignified life. We aim to become a global leader that integrates R&D, manufacturing and commercialization in our areas of focus, by providing integrated solutions from diagnosis to treatment to patients in China and worldwide.
We are seeking a highly motivated and experienced leader as the company’s Chief Medical Officer as a core team member for the global development of APL-1702 (Cevira®).

Principal Duties and Responsibilities
  • Lead the regulatory interactions with the FDA, and achieve the goal of obtaining FDA’s consensus of APL-1702’s US phase III trial design with manageable risks;
  • Lead the regulatory interactions with the EMA, and achieve the goal of understanding EMA’s expectations for approval, and more ideally the goal that these expectations can be satisfied by APRICITY data;
  • Build a strong network with KOLs in the US and EU and address inquiries from regulatory agencies, and potential partners and investors.
  • Provide expert opinions to Asieris teams for the strategies and plans to build a strong pipeline in Women’s Health in China. More specifically, help the product team of APL-1702 to build the clinical development plan for new indications such as anti-HPV infections, for the China and worldwide markets.
  • As a key member of the fund-raising activities to support global development of APL-1702 (Cevira®), develop and optimize a compelling business plan, with a focus on product competitive advantages, clinical development plan and cost estimates;
  • Answer questions from investors and ensure clear understanding of key elements of the business plan, such as clinical and regulatory roadmaps, risk and risk management plans, values of the product, and etc.;
  • Help the enrichment of clinical pipeline by providing critical evaluation of potential in-licensing opportunities;
  • Help the recruiting of core management team by recommending candidates and providing critical evaluations during interviews.
Job Requirements
  • MD, MD-PhD, or significant related experience supporting comparable contributions, with substantial industry drug development experience and record of accomplishment
  • Experience or exposure to pivotal-stage development is required. Therapeutic area experience in oncology/Women’s Health is required
  • Experience with non-traditional development is highly valued, e.g. novel biology, niche/rare disease clinical indications, new therapeutic modalities, alternative endpoints, and/or regulatory pathways (including familiarity with rapid development approaches such as Fastrack, Breakthrough and PRIME designations as well as differences between FDA and EMA mechanisms)
  • Ability to lead and execute in a nimble, entrepreneurial, cross-functional, and highly collaborative culture is essential
  • Strong leadership, interpersonal and communication skills
  • Effective executive leadership and influence that will engender collaboration and open communication, champion for innovation, and stimulate out-of-the-box thinking and change.
Benefits at a Glance:

Asieris provides the following competitive benefits:

  • Medical, Dental, Vision
  • Competitive Salary
  • Company Paid time off, Sick leave, federal Holidays, Floating holidays.
  • Retirement savings plan – 401(K) plan/employer Match

Please send resume to
Ms. Weiwe Cai (Head of HR)
Email: wwcai@asieris.cn

Asieris Pharmaceuticals USA Inc.,
2460 Embarcadero Way Suite B, Palo Alto, CA 94303.

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Denne prosessen starter de altså før Cevira er godkjent i Kina :blush:

We are seeking a highly motivated and experienced leader as the company’s Chief Medical Officer as a core team member for the global development of APL-1702 (Cevira®

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Var mye snacks der :rofl:

  • Lead the regulatory interactions with the FDA, and achieve the goal of obtaining FDA’s consensus of APL-1702’s US phase III trial design with manageable risks;

  • Provide expert opinions to Asieris teams for the strategies and plans to build a strong pipeline in Women’s Health in China. More specifically, help the product team of APL-1702 to build the clinical development plan for new indications such as anti-HPV infections, for the China and worldwide markets.

  • As a key member of the fund-raising activities to support global development of APL-1702 (Cevira®), develop and optimize a compelling business plan, with a focus on product competitive advantages, clinical development plan and cost estimates;

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