2026 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧51 min
Tarjoustasot
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 92 | - | - | ||
| 68 | - | - | ||
| 46 | - | - | ||
| 46 | - | - | ||
| 400 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. |
| 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
·1 päivä sittenOslo (Infront TDN Direkt): Photocure still expects product revenue growth of 7-11 percent in 2026, measured in constant currency, as well as an increase in the adjusted EBITDA margin. This is stated in the company's quarterly report on Thursday. Photocure sees several drivers supporting continued growth in its core business, including sustained procedural adoption, expansion of installed equipment, increased utilization across existing customers, and continued upgrade cycles to next-generation imaging systems. In addition, several strategic catalysts will further improve development, including FDA reclassification of BLC to bring more equipment manufacturers to the USA and reintroduction of flexible BLC solutions, the company writes.
·1 päivä sittenEBITDA of 125,3 mNOK in a quarter!!! With a market capitalization of 1.77 mrdNOK. Now the market must wake up.
·1 päivä sitten · MuokattuWhat do you think about the result? Net cash flow in Q1 was -46.2 million (excluding milestones) Net income including 125.6 million in milestones was 83.4 million, without milestones -42.2 million·1 päivä sittenThese are figures from Pho and not me. Net income including 125.6 mil in milestones was 83.4 mil, without milestones it becomes -42.2 mil Page 18: https://cdn.prod.nntech.io/company-events/reports/97e2fecc-3646-342d-97da-12e451069579/presentation.pdf- ·2 päivää sittenREIMBURSEMENT GUIDE Billing for blue light cystoscopy with Cysview https://cysview-website-files.s3.us-east-2.amazonaws.com/HCP+Website/2026+ASC+Reimbursement+Guide.pdf
·4.5.Yet another irrelevant update. We know that BLC is better. They have tested, analyzed, and told us this for months already. Rather, come with something new, something that actually means something, like what's happening with the royalty dispute, and how realistic are the sales estimates? But instead, we get yet another study, this time published in The Journal of Medical Economics – which "shows" that blue light cystoscopy (BLC) is cost-effective compared to Narrow Band Imaging (NBI) over the patient's lifetime. SHOCKING!! It's starting to look more like repetition than new information. Perhaps it's time to update the market on the questions investors are actually waiting for answers to.·3 päivää sittenTrying to clear my own thoughts and put the matter to rest. The study largely confirms something the market already knows: BLC (with Hexvix/Cysview) is both clinically superior and cost-effective compared to NBI over time. This is positive, but in itself not really new information. What is more important is what this actually means commercially. This type of health economic analysis naturally strengthens the argument for the use of BLC, especially towards health authorities and potentially for reimbursement processes. At the same time, it is important to distinguish between evidence and actual implementation. The actual cost of adopting BLC, i.e., investment in scope/equipment, training, and organization, largely lies with the hospitals and clinics, not with PHO. As I understand it, PHO does not sell or own the BLC-scope itself, but relies on third-party suppliers for the equipment. This means that volume growth in PHO's business only materializes through increased use of the drug per procedure once hospitals have actually invested in and implemented the technology. Thus, the bottleneck is still not primarily clinical evidence, but rather the investment pace at hospitals, reimbursement systems, and the speed of actual implementation in practice. What makes me a bit more questioning, therefore, is the pattern in the communication. We regularly receive updates on studies, analyses, seminars, and “strengthened evidence”. At the same time, Hexvix/Cysview is already approved, and its clinical effect has been well documented over a long period. This is also not a message that contains new contracts, new market shares, or concrete reimbursement decisions. The question I am left with is therefore quite simple. How much meaning and impact do these types of messages actually have now, in isolation, beyond confirming an already well-established narrative?
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.
Uutiset
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
UUTTA
1 päivä sitten
‧51 min
Uutiset
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
- ·1 päivä sittenOslo (Infront TDN Direkt): Photocure still expects product revenue growth of 7-11 percent in 2026, measured in constant currency, as well as an increase in the adjusted EBITDA margin. This is stated in the company's quarterly report on Thursday. Photocure sees several drivers supporting continued growth in its core business, including sustained procedural adoption, expansion of installed equipment, increased utilization across existing customers, and continued upgrade cycles to next-generation imaging systems. In addition, several strategic catalysts will further improve development, including FDA reclassification of BLC to bring more equipment manufacturers to the USA and reintroduction of flexible BLC solutions, the company writes.
- ·1 päivä sittenEBITDA of 125,3 mNOK in a quarter!!! With a market capitalization of 1.77 mrdNOK. Now the market must wake up.
- ·1 päivä sitten · MuokattuWhat do you think about the result? Net cash flow in Q1 was -46.2 million (excluding milestones) Net income including 125.6 million in milestones was 83.4 million, without milestones -42.2 million·1 päivä sittenThese are figures from Pho and not me. Net income including 125.6 mil in milestones was 83.4 mil, without milestones it becomes -42.2 mil Page 18: https://cdn.prod.nntech.io/company-events/reports/97e2fecc-3646-342d-97da-12e451069579/presentation.pdf
- ·2 päivää sittenREIMBURSEMENT GUIDE Billing for blue light cystoscopy with Cysview https://cysview-website-files.s3.us-east-2.amazonaws.com/HCP+Website/2026+ASC+Reimbursement+Guide.pdf
- ·4.5.Yet another irrelevant update. We know that BLC is better. They have tested, analyzed, and told us this for months already. Rather, come with something new, something that actually means something, like what's happening with the royalty dispute, and how realistic are the sales estimates? But instead, we get yet another study, this time published in The Journal of Medical Economics – which "shows" that blue light cystoscopy (BLC) is cost-effective compared to Narrow Band Imaging (NBI) over the patient's lifetime. SHOCKING!! It's starting to look more like repetition than new information. Perhaps it's time to update the market on the questions investors are actually waiting for answers to.·3 päivää sittenTrying to clear my own thoughts and put the matter to rest. The study largely confirms something the market already knows: BLC (with Hexvix/Cysview) is both clinically superior and cost-effective compared to NBI over time. This is positive, but in itself not really new information. What is more important is what this actually means commercially. This type of health economic analysis naturally strengthens the argument for the use of BLC, especially towards health authorities and potentially for reimbursement processes. At the same time, it is important to distinguish between evidence and actual implementation. The actual cost of adopting BLC, i.e., investment in scope/equipment, training, and organization, largely lies with the hospitals and clinics, not with PHO. As I understand it, PHO does not sell or own the BLC-scope itself, but relies on third-party suppliers for the equipment. This means that volume growth in PHO's business only materializes through increased use of the drug per procedure once hospitals have actually invested in and implemented the technology. Thus, the bottleneck is still not primarily clinical evidence, but rather the investment pace at hospitals, reimbursement systems, and the speed of actual implementation in practice. What makes me a bit more questioning, therefore, is the pattern in the communication. We regularly receive updates on studies, analyses, seminars, and “strengthened evidence”. At the same time, Hexvix/Cysview is already approved, and its clinical effect has been well documented over a long period. This is also not a message that contains new contracts, new market shares, or concrete reimbursement decisions. The question I am left with is therefore quite simple. How much meaning and impact do these types of messages actually have now, in isolation, beyond confirming an already well-established narrative?
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 92 | - | - | ||
| 68 | - | - | ||
| 46 | - | - | ||
| 46 | - | - | ||
| 400 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. |
| 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
UUTTA
1 päivä sitten
‧51 min
Uutiset
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. |
| 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
- ·1 päivä sittenOslo (Infront TDN Direkt): Photocure still expects product revenue growth of 7-11 percent in 2026, measured in constant currency, as well as an increase in the adjusted EBITDA margin. This is stated in the company's quarterly report on Thursday. Photocure sees several drivers supporting continued growth in its core business, including sustained procedural adoption, expansion of installed equipment, increased utilization across existing customers, and continued upgrade cycles to next-generation imaging systems. In addition, several strategic catalysts will further improve development, including FDA reclassification of BLC to bring more equipment manufacturers to the USA and reintroduction of flexible BLC solutions, the company writes.
- ·1 päivä sittenEBITDA of 125,3 mNOK in a quarter!!! With a market capitalization of 1.77 mrdNOK. Now the market must wake up.
- ·1 päivä sitten · MuokattuWhat do you think about the result? Net cash flow in Q1 was -46.2 million (excluding milestones) Net income including 125.6 million in milestones was 83.4 million, without milestones -42.2 million·1 päivä sittenThese are figures from Pho and not me. Net income including 125.6 mil in milestones was 83.4 mil, without milestones it becomes -42.2 mil Page 18: https://cdn.prod.nntech.io/company-events/reports/97e2fecc-3646-342d-97da-12e451069579/presentation.pdf
- ·2 päivää sittenREIMBURSEMENT GUIDE Billing for blue light cystoscopy with Cysview https://cysview-website-files.s3.us-east-2.amazonaws.com/HCP+Website/2026+ASC+Reimbursement+Guide.pdf
- ·4.5.Yet another irrelevant update. We know that BLC is better. They have tested, analyzed, and told us this for months already. Rather, come with something new, something that actually means something, like what's happening with the royalty dispute, and how realistic are the sales estimates? But instead, we get yet another study, this time published in The Journal of Medical Economics – which "shows" that blue light cystoscopy (BLC) is cost-effective compared to Narrow Band Imaging (NBI) over the patient's lifetime. SHOCKING!! It's starting to look more like repetition than new information. Perhaps it's time to update the market on the questions investors are actually waiting for answers to.·3 päivää sittenTrying to clear my own thoughts and put the matter to rest. The study largely confirms something the market already knows: BLC (with Hexvix/Cysview) is both clinically superior and cost-effective compared to NBI over time. This is positive, but in itself not really new information. What is more important is what this actually means commercially. This type of health economic analysis naturally strengthens the argument for the use of BLC, especially towards health authorities and potentially for reimbursement processes. At the same time, it is important to distinguish between evidence and actual implementation. The actual cost of adopting BLC, i.e., investment in scope/equipment, training, and organization, largely lies with the hospitals and clinics, not with PHO. As I understand it, PHO does not sell or own the BLC-scope itself, but relies on third-party suppliers for the equipment. This means that volume growth in PHO's business only materializes through increased use of the drug per procedure once hospitals have actually invested in and implemented the technology. Thus, the bottleneck is still not primarily clinical evidence, but rather the investment pace at hospitals, reimbursement systems, and the speed of actual implementation in practice. What makes me a bit more questioning, therefore, is the pattern in the communication. We regularly receive updates on studies, analyses, seminars, and “strengthened evidence”. At the same time, Hexvix/Cysview is already approved, and its clinical effect has been well documented over a long period. This is also not a message that contains new contracts, new market shares, or concrete reimbursement decisions. The question I am left with is therefore quite simple. How much meaning and impact do these types of messages actually have now, in isolation, beyond confirming an already well-established narrative?
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
Oslo Børs
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 92 | - | - | ||
| 68 | - | - | ||
| 46 | - | - | ||
| 46 | - | - | ||
| 400 | - | - |
Välittäjätilasto
Dataa ei löytynyt