Diskusjon Triggere Porteføljer Aksjonærlister

Photocure småprat (PHO) 🔦 5

Nå fikk vel negative koret endelig noe positivt å juble for :laughing:

Hun passer ikke helt inn i systemet her, selv om hun har prøvd :sweat_smile:

Ingen “we are carefully spending shareholders money” i PHO-sjappa. Her er det big swinging d… med sjekkheftet viftende fremme både når de kjøper selskaper og skal avgjøre salary.

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Hører det faen meg ennå :laughing:

Perfekt det. Få inn noen som kan selge butikken nå😀

To ensure a seamless transition, Erik will remain with
Photocure through the end of December 2026.

I den siste årsrapporten for Photocure ASA (for regnskapsåret 2025, publisert 27. april 2026) eier Erik Dahl, CFO, 32 750 aksjer.

Ikke dumt med 6 måneders etterlønn, men good riddance.
Flaks han ikke har en stor aksjeportefølje som skal dumpes, han har jo aldri kjøpt aksjer.

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Skal han ha lønn ut juni 2027? Kan ikke se det skrevet noe sted.

Han er ute nå, CEO tar oppgavene hans fremover, men har lønn ut året:

CEO Dan Schneider will serve as acting CFO, with the full support of
Photocure’s experienced finance team, until the new CFO is appointed.

Fantastiske resultater for HPV-vaksinen.

Deaths from this cancer can now be virtually eliminated

Doctors are thrilled about the latest research out of the U.K. showing the remarkable efficacy of the HPV vaccine

Since the vaccine’s development, doctors like Frenck have been encouraging patients to take the vaccine due to such high success rates. But in the U.S., only around 63 percent have taken both required doses, according to September 2025 research published in Lancet Regional Health-Americas . Frenck says patients battle against myths around it causing infertility and even making kids sexually active—both unfounded claims.

While Americans in the U.S. fight misinformation, globally, it’s more of an issue with access, not acceptance of the vaccine.
“There are also implications for underserved areas, both on the global and national scale,” says Tufano-Sugarman.
“To moms and dads, this is motivation,” she says. “In the U.S., HPV vaccine series completion in 13 to 17-year-olds is only about 64 percent, much less than England’s 90 percent coverage. There is room for improvement, and it’s not room we can afford to forgo.”

https://www.nationalgeographic.com/health/article/cervical-cancer-hpv-vaccine-success

Our findings provide the first robust national-level evidence, albeit observational, that high HPV vaccination coverage is associated with a substantial reduction in cervical cancer deaths. This is shown by the substantial decrease in cervical cancer deaths observed among women aged 20–29 years in England, particularly among those vaccinated at ages 12–13 years. These findings support the achievability of the WHO goal of eliminating cervical cancer as a public health problem, and efforts should be made to achieve high vaccine uptake among young adolescents globally

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(26)00918-9/fulltext

Så vet man Kina er langt bak når det gjelder vaksinasjon. Men de har rullet ut vaksinasjonsprogram:

Starting 10 November 2025, free, two doses of bivalent HPV vaccination (administered 6 months apart) will be rolled out across China for girls born on or after 10 November 2011 who have reached 13 years of age. This marks a historic milestone in the country’s efforts to prevent cervical cancer and promote women’s health.

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Så i vakumet frem til dette faktisk gir effekter er markedet og muligheten til Asieris.

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Erik klarer seg nok helt fint. Etter så mange år med mangmillionlønning, svære bonuser og topp pensjonsordning blir det nok til salt i grøten :sweat_smile:

Dessuten har de nok ordnet det slik at han beholder sine 338 750 opsjoner. Styret fikk jo nettopp banket gjennom en økning av maks utestående opsjoner til 13%, da er der plass til å begynne fylle opp lommene til whoever som tar over + litt ekstra også til de andre lederne slik at de ikke mister lysten på å jobbe :joy:

Nja, vi får se, dette er fra Grok da jeg ikke gidder å lete selv:

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Kurs nedgang som reaksjon på CFO avgang. :nerd_face:

Tror dette er en aksje uten særlig nedside og skjønner ikke heller hvorfor den er så lavt priset bortsett fra skuffende prosuktvekst, men litt opplagt at det kommer da flere sykehus tar det i bruk. I tillegg er jo vescica health spennende og kan bli stort. Blir ikke overasket om kursen dobler seg før :mrs_claus: jul.

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Hva i alle dager, hvorfor står Photocure som største selger på dagens liste?

Har de mistet troen, etter det nylige oppkjøpet :sweat_smile:

Kan være aksjer tilsvarende $2,75M som begynner å flytte på seg kanskje?
Edit: 308k aksjer er ikke nok. Må sendes over 100k til.

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Usikker, dette er kontoen som står som kjøper

Siden det ikke har kommet annen info er den eneste logiske slutningen jeg kan trekke at disse aksjene er betalingen for Vesica Health Inc.

Og så brukes JPM som megler til amerikanerene.

Og så får evt Photocure forklare seg om dette er noe annet.

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Asieris suser friskt oppover i dag. Noe nytt?

Finner ikke mye nytt. Det var en Investor Day noen dager siden:

Q3: Expectations for Cevita®’s inclusion in the national medical insurance catalog

? A: The company will continue to monitor the relevant dynamics of the national medical insurance catalog adjustment and conduct a comprehensive assessment of the product’s inclusion possibility. Regarding whether the product can ultimately be included in the medical insurance catalog, the company believes that medical insurance negotiations are a complex and uncertain process. From a corporate perspective, based on the product’s clinical value and attributes, the company hopes to achieve a reasonable outcome in the relevant negotiations, taking into account both patients’ affordability and the company’s costs—a comprehensive consideration. The company will strictly fulfill its information disclosure obligations in accordance with relevant laws and regulations regarding subsequent developments.

Q4: Sales status of Civita®

A: The first batch of imported Civita® was shipped on June 5, 2026,
and has been arriving across the country. However, due to the short time since its official launch, market feedback is lagging, and relevant data has not yet reached a significant scale. Regarding subsequent progress, the company will strictly fulfill its information disclosure obligations in accordance with the relevant provisions of the “Shanghai Stock Exchange Science and Technology Innovation Board Stock Listing Rules.”

Og så lagger Asieris kanskje ift peers, og ETF?


People’s Finance News, July 1st - Innovative drug concept stocks rebounded after a period of fluctuation, with Qianhong Pharmaceutical hitting the daily limit, and other stocks such as Yahong Pharmaceutical, Yifang Bio, 3SBio, and Frontier Biotech following suit

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Asieris 11.30. + 1.38. (+13.91%)

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