2026 Q1 -tulosraportti
80 päivää sitten
‧51 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 30.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sitten · MuokattuGot ChatGPT to comment on my stocks on the Oslo Stock Exchange, it replied like this: This will not be a price forecast. This is an analysis of whether the company is worth owning for the next 5 years. Briefly summarized My preliminary conclusion already now: Photocure is, in my opinion, clearly the best single stock you own today. Not necessarily the one that can give a 20-bagger, but the one with the best combination of: low risk established product growing revenue increasing profitability several possible triggers acquisition potential It is therefore also no coincidence that this is your largest single position. What does Photocure do? Photocure does not sell a research project. That is extremely important. The company sells a product that is used every single day in hospitals. Hexvix/Cysview is used for bladder cancer. Ordinary white light often fails to detect all cancer cells. With Photocure's method, cancer cells glow red under blue light. This means more cancer tumors are detected less risk of recurrence fewer new surgeries lower costs for hospitals better survival This is why the product continuously gains stronger clinical documentation. New studies and health economic analyses in 2026 have continued to strengthen the arguments for blue light cystoscopy, while the company has expanded its efforts through the acquisition of Vesica Health and an AI collaboration with Artera. The Market Many investors make a mistake here. They think Photocure sells medicine. They don't really. They sell a new standard. If a surgeon has started using blue light and finds that more tumors are detected... ...he almost never goes back. This creates very high customer loyalty. Competition Yes. There are competitors. But no one has managed to take market leadership from Photocure. Furthermore, doctors are conservative. When a method works... ...they rarely switch. That is a huge advantage. USA This is the key. Not Europe. Not Norway. USA. Over half of Photocure's value, in my opinion, lies in the USA. In recent years, the company has installed an increasing number of blue light towers. Each new tower almost becomes a small money machine. Once the hospital has invested... they buy Hexvix again... and again... and again... This provides recurring revenue. Q1 2026 showed further growth in product revenues and new installations of blue light systems in the USA, while management maintained expectations for revenue growth and margin improvement. China This is the joker. Most people hardly look at China. I do. If China truly succeeds... Photocure could become much larger than the current market prices in. The first commercial deliveries and regulatory advancements in China are therefore interesting signals, even if it is still early. Management Dan Schneider has, in my assessment, done a better job than many investors give him credit for. He has increased sales improved profitability strengthened the organization gained more focus That doesn't mean everything has been perfect. But the development is going in the right direction. Financials This is perhaps the biggest difference between Photocure and many of the other biotech companies you own. Photocure actually makes money. Not enormous sums. But the direction is right. Q1 2026: revenue up EBITDA up margins improve guidance maintained Risk Here comes what I believe is the biggest risk. Not the technology. Not the FDA. Not the product. But... Pace. Photocure grows slower than many investors wish. The market loves rockets. Photocure builds value stone by stone. This often makes the stock undervalued. What can make the stock rise sharply? These are the biggest possible triggers in the coming years: 1. More American hospitals This is the most important. 2. China Could be enormous. Or quite small. No one knows yet. 3. Acquisition I believe the market underestimates this. Photocure fits perfectly with a large medical technology company. I wouldn't be surprised if someone bids for the company within five years. 4. AI The collaboration with Artera could prove to be more valuable than many think if artificial intelligence becomes a natural part of diagnostics. What don't I like? I don't like that: the stock is often priced as a growth company, but grows like a mature company. the market has become impatient. the installation rate could have been even higher. Five-year forecast Pessimistic USA grows slowly. China disappoints. Result: 60–75 kroner. Most likely Stable growth. More hospitals. Better margins. Result: 100–140 kroner. Optimistic USA accelerates. China succeeds. Acquisition. Result: 170–250 kroner. My rating Area Rating Product 10/10 Management 8/10 Financials 8/10 Risk 7/10 Competitive advantage 9/10 Upside 8/10 Total rating 9.0 out of 10
Today's figures from the shareholder register show that VERDIPAPIRFONDET KLP AKSJENORGE has reduced from 265556 to 188556 compared to yesterday. Since there is a 2-3 day delay, it must be those who dumped 80000 shares all the way down to 55-55,2. One might wonder what the point is of selling so many shares in such a company in the summer with a loss/lower profit? Today, a little over 13000 shares have been traded.
·21.7."Milestones are undeniably given as a percentage of net income. So trying to cast doubt on that is simply pathetic. Find yourself another hobby, because science fiction is not your genre." Perhaps you mean royalties here, and not milestones?? Btw....Photocure has revenues of half a billion per year. "Net income" is nevertheless negative. (They spend more money than they earn) With a similar "net income" for Asieris as what Pho delivers, there won't be many yen left to calculate royalties from;-)) It won't get any better if you convert to kroner;-))
It is very good that many are interested in Photocure. Indicates the potential when interest from so many owners and non-owners is present. Good sign in these times!
·21.7.Just look every summer for the last 3 years. Always low in the summer.Not difficult to phrase things differently when you are unsure. Wrote assertively and was then wrong. And neither difficult to find out that this was the settlement of the Vesica acquisition. Quite simple and straightforward.
·21.7.what happened to all the optimism it just keeps falling and falling a good 2 months ago price 70 and now 55
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
80 päivää sitten
‧51 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sitten · MuokattuGot ChatGPT to comment on my stocks on the Oslo Stock Exchange, it replied like this: This will not be a price forecast. This is an analysis of whether the company is worth owning for the next 5 years. Briefly summarized My preliminary conclusion already now: Photocure is, in my opinion, clearly the best single stock you own today. Not necessarily the one that can give a 20-bagger, but the one with the best combination of: low risk established product growing revenue increasing profitability several possible triggers acquisition potential It is therefore also no coincidence that this is your largest single position. What does Photocure do? Photocure does not sell a research project. That is extremely important. The company sells a product that is used every single day in hospitals. Hexvix/Cysview is used for bladder cancer. Ordinary white light often fails to detect all cancer cells. With Photocure's method, cancer cells glow red under blue light. This means more cancer tumors are detected less risk of recurrence fewer new surgeries lower costs for hospitals better survival This is why the product continuously gains stronger clinical documentation. New studies and health economic analyses in 2026 have continued to strengthen the arguments for blue light cystoscopy, while the company has expanded its efforts through the acquisition of Vesica Health and an AI collaboration with Artera. The Market Many investors make a mistake here. They think Photocure sells medicine. They don't really. They sell a new standard. If a surgeon has started using blue light and finds that more tumors are detected... ...he almost never goes back. This creates very high customer loyalty. Competition Yes. There are competitors. But no one has managed to take market leadership from Photocure. Furthermore, doctors are conservative. When a method works... ...they rarely switch. That is a huge advantage. USA This is the key. Not Europe. Not Norway. USA. Over half of Photocure's value, in my opinion, lies in the USA. In recent years, the company has installed an increasing number of blue light towers. Each new tower almost becomes a small money machine. Once the hospital has invested... they buy Hexvix again... and again... and again... This provides recurring revenue. Q1 2026 showed further growth in product revenues and new installations of blue light systems in the USA, while management maintained expectations for revenue growth and margin improvement. China This is the joker. Most people hardly look at China. I do. If China truly succeeds... Photocure could become much larger than the current market prices in. The first commercial deliveries and regulatory advancements in China are therefore interesting signals, even if it is still early. Management Dan Schneider has, in my assessment, done a better job than many investors give him credit for. He has increased sales improved profitability strengthened the organization gained more focus That doesn't mean everything has been perfect. But the development is going in the right direction. Financials This is perhaps the biggest difference between Photocure and many of the other biotech companies you own. Photocure actually makes money. Not enormous sums. But the direction is right. Q1 2026: revenue up EBITDA up margins improve guidance maintained Risk Here comes what I believe is the biggest risk. Not the technology. Not the FDA. Not the product. But... Pace. Photocure grows slower than many investors wish. The market loves rockets. Photocure builds value stone by stone. This often makes the stock undervalued. What can make the stock rise sharply? These are the biggest possible triggers in the coming years: 1. More American hospitals This is the most important. 2. China Could be enormous. Or quite small. No one knows yet. 3. Acquisition I believe the market underestimates this. Photocure fits perfectly with a large medical technology company. I wouldn't be surprised if someone bids for the company within five years. 4. AI The collaboration with Artera could prove to be more valuable than many think if artificial intelligence becomes a natural part of diagnostics. What don't I like? I don't like that: the stock is often priced as a growth company, but grows like a mature company. the market has become impatient. the installation rate could have been even higher. Five-year forecast Pessimistic USA grows slowly. China disappoints. Result: 60–75 kroner. Most likely Stable growth. More hospitals. Better margins. Result: 100–140 kroner. Optimistic USA accelerates. China succeeds. Acquisition. Result: 170–250 kroner. My rating Area Rating Product 10/10 Management 8/10 Financials 8/10 Risk 7/10 Competitive advantage 9/10 Upside 8/10 Total rating 9.0 out of 10Today's figures from the shareholder register show that VERDIPAPIRFONDET KLP AKSJENORGE has reduced from 265556 to 188556 compared to yesterday. Since there is a 2-3 day delay, it must be those who dumped 80000 shares all the way down to 55-55,2. One might wonder what the point is of selling so many shares in such a company in the summer with a loss/lower profit? Today, a little over 13000 shares have been traded.
- ·21.7."Milestones are undeniably given as a percentage of net income. So trying to cast doubt on that is simply pathetic. Find yourself another hobby, because science fiction is not your genre." Perhaps you mean royalties here, and not milestones?? Btw....Photocure has revenues of half a billion per year. "Net income" is nevertheless negative. (They spend more money than they earn) With a similar "net income" for Asieris as what Pho delivers, there won't be many yen left to calculate royalties from;-)) It won't get any better if you convert to kroner;-))It is very good that many are interested in Photocure. Indicates the potential when interest from so many owners and non-owners is present. Good sign in these times!
- ·21.7.Just look every summer for the last 3 years. Always low in the summer.Not difficult to phrase things differently when you are unsure. Wrote assertively and was then wrong. And neither difficult to find out that this was the settlement of the Vesica acquisition. Quite simple and straightforward.
- ·21.7.what happened to all the optimism it just keeps falling and falling a good 2 months ago price 70 and now 55
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 30.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
80 päivää sitten
‧51 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. | 3 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 7.5. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 29.10.2025 | ||
2025 Q2 -tulosraportti 30.7.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sitten · MuokattuGot ChatGPT to comment on my stocks on the Oslo Stock Exchange, it replied like this: This will not be a price forecast. This is an analysis of whether the company is worth owning for the next 5 years. Briefly summarized My preliminary conclusion already now: Photocure is, in my opinion, clearly the best single stock you own today. Not necessarily the one that can give a 20-bagger, but the one with the best combination of: low risk established product growing revenue increasing profitability several possible triggers acquisition potential It is therefore also no coincidence that this is your largest single position. What does Photocure do? Photocure does not sell a research project. That is extremely important. The company sells a product that is used every single day in hospitals. Hexvix/Cysview is used for bladder cancer. Ordinary white light often fails to detect all cancer cells. With Photocure's method, cancer cells glow red under blue light. This means more cancer tumors are detected less risk of recurrence fewer new surgeries lower costs for hospitals better survival This is why the product continuously gains stronger clinical documentation. New studies and health economic analyses in 2026 have continued to strengthen the arguments for blue light cystoscopy, while the company has expanded its efforts through the acquisition of Vesica Health and an AI collaboration with Artera. The Market Many investors make a mistake here. They think Photocure sells medicine. They don't really. They sell a new standard. If a surgeon has started using blue light and finds that more tumors are detected... ...he almost never goes back. This creates very high customer loyalty. Competition Yes. There are competitors. But no one has managed to take market leadership from Photocure. Furthermore, doctors are conservative. When a method works... ...they rarely switch. That is a huge advantage. USA This is the key. Not Europe. Not Norway. USA. Over half of Photocure's value, in my opinion, lies in the USA. In recent years, the company has installed an increasing number of blue light towers. Each new tower almost becomes a small money machine. Once the hospital has invested... they buy Hexvix again... and again... and again... This provides recurring revenue. Q1 2026 showed further growth in product revenues and new installations of blue light systems in the USA, while management maintained expectations for revenue growth and margin improvement. China This is the joker. Most people hardly look at China. I do. If China truly succeeds... Photocure could become much larger than the current market prices in. The first commercial deliveries and regulatory advancements in China are therefore interesting signals, even if it is still early. Management Dan Schneider has, in my assessment, done a better job than many investors give him credit for. He has increased sales improved profitability strengthened the organization gained more focus That doesn't mean everything has been perfect. But the development is going in the right direction. Financials This is perhaps the biggest difference between Photocure and many of the other biotech companies you own. Photocure actually makes money. Not enormous sums. But the direction is right. Q1 2026: revenue up EBITDA up margins improve guidance maintained Risk Here comes what I believe is the biggest risk. Not the technology. Not the FDA. Not the product. But... Pace. Photocure grows slower than many investors wish. The market loves rockets. Photocure builds value stone by stone. This often makes the stock undervalued. What can make the stock rise sharply? These are the biggest possible triggers in the coming years: 1. More American hospitals This is the most important. 2. China Could be enormous. Or quite small. No one knows yet. 3. Acquisition I believe the market underestimates this. Photocure fits perfectly with a large medical technology company. I wouldn't be surprised if someone bids for the company within five years. 4. AI The collaboration with Artera could prove to be more valuable than many think if artificial intelligence becomes a natural part of diagnostics. What don't I like? I don't like that: the stock is often priced as a growth company, but grows like a mature company. the market has become impatient. the installation rate could have been even higher. Five-year forecast Pessimistic USA grows slowly. China disappoints. Result: 60–75 kroner. Most likely Stable growth. More hospitals. Better margins. Result: 100–140 kroner. Optimistic USA accelerates. China succeeds. Acquisition. Result: 170–250 kroner. My rating Area Rating Product 10/10 Management 8/10 Financials 8/10 Risk 7/10 Competitive advantage 9/10 Upside 8/10 Total rating 9.0 out of 10Today's figures from the shareholder register show that VERDIPAPIRFONDET KLP AKSJENORGE has reduced from 265556 to 188556 compared to yesterday. Since there is a 2-3 day delay, it must be those who dumped 80000 shares all the way down to 55-55,2. One might wonder what the point is of selling so many shares in such a company in the summer with a loss/lower profit? Today, a little over 13000 shares have been traded.
- ·21.7."Milestones are undeniably given as a percentage of net income. So trying to cast doubt on that is simply pathetic. Find yourself another hobby, because science fiction is not your genre." Perhaps you mean royalties here, and not milestones?? Btw....Photocure has revenues of half a billion per year. "Net income" is nevertheless negative. (They spend more money than they earn) With a similar "net income" for Asieris as what Pho delivers, there won't be many yen left to calculate royalties from;-)) It won't get any better if you convert to kroner;-))It is very good that many are interested in Photocure. Indicates the potential when interest from so many owners and non-owners is present. Good sign in these times!
- ·21.7.Just look every summer for the last 3 years. Always low in the summer.Not difficult to phrase things differently when you are unsure. Wrote assertively and was then wrong. And neither difficult to find out that this was the settlement of the Vesica acquisition. Quite simple and straightforward.
- ·21.7.what happened to all the optimism it just keeps falling and falling a good 2 months ago price 70 and now 55
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt