2025 Q3 -tulosraportti
72 päivää sittenTarjoustasot
Oslo Børs
Määrä
Osto
50
Myynti
Määrä
450
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 14 | - | - | ||
| 104 | - | - | ||
| 7 | - | - | ||
| 256 | - | - | ||
| 420 | - | - |
Ylin
78VWAP
Alin
76,1VaihtoMäärä
3,7 48 698
VWAP
Ylin
78Alin
76,1VaihtoMäärä
3,7 48 698
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10.2025 | |
| 2025 Q2 -tulosraportti | 30.7.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 19.2.2025 | |
| 2024 Q3 -tulosraportti | 13.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·14 t sitten2026 could look like it will be the year where photocure gets a perfect storm. Cevira approval in China, phase 3 study in USA, marketing application in Europe, approval of wolf skop in China, reclassification in US. You name it.
·1 päivä sittenThis was shared on TI about a year ago. Looks like it's correct. Drug,5-氨基酮戊酸盐APL-1702,5-aminolevulinate hydrochloride (APL-1702) Indication,宫颈上皮内瘤变,Cervical intraepithelial neoplasia (CIN) (precursors to cervical cancer) Form of administration,外用,Local administration (topical treatment) Status in China,申报上市 (2024-05-11),Marketing application submitted May 11, 2024 Expected approval time,2026 Q1 (预计),Q1 2026 (tentative/estimated) Clinical review date,2025-03-05 (预计),Expected clinical review: March 5, 2025 Companies involved,江苏艾森药业科技有限公司, PhotoCure,Jiangsu Asieris Pharmaceuticals Technology Co., Ltd. & PhotoCure Indication text,适用于治疗 18 岁及以上伴有高危型人乳头瘤病毒 …,For treatment of patients over 18 years with high-risk HPV-associated cervical intraepithelial neoplasia (CIN)
·1 päivä sittenWhich Chinese forum do you use? :) thanks!
·1 päivä sittenPhotocure has a market capitalization of just under 2 billion. This number will undoubtedly be higher upon approval. If one calculates what the Cevira agreement alone is worth, one is not far from 2 billion, and Photocure has other operations in addition. This is also without considering moving into other markets. Remember, Asieris is a gigantic player in pharmaceuticals and has an enormous network to tier 1, 2, and 3 hospitals in China. Market shares will be captured. This offers great opportunities. Cevira is a first-in-class, non-surgical treatment for HSIL/CIN2+ and a real alternative to surgical procedures. That alone offers potential for significant adoption over time. In China, the treatable population is estimated at approx. 700,000 patients annually. With a moderate price of ~NOK 6,600 per treatment and a long-term market share of 30% (justifiable given that the solution is unique and supported by Asieris, one of the strongest commercial players in the region), this yields ~NOK 1.39 billion in gross product sales at mature phase. In the calculations below, it is assumed that royalty is calculated on 85% net sales, which is conservative and in line with common royalty definitions. Realistic adoption curve (85% net) Year Market share. Gross sales. Net sales (85%) 2026 3 % 140 million 119 million 2027 8 % 370 million 315 million 2028 15 % 690 million 587 million 2029 22 % 1.02 billion 867 million 2030 30 % 1.39 billion 1.18 billion Photocure receives 10–20% royalty (mid-point ~15%) of net sales. At peak (2030), this corresponds to ~NOK 180 million in annual royalty, which in practice is close to 100% EBITDA for Photocure. Royalty streams are typically valued at 8–12× peak royalty, which implies a value of ~NOK 1.4–2.2 billion for the China agreement alone (net adjusted). Towards 2029, it is also reasonable to assume that the EU and USA will have entered the picture, either through regulatory progression or commercial partnerships. Such markets will normally provide a noticeable jump in total sales and royalty visibility. In such a scenario, it is rational that Asieris considers buying Photocure out of the agreement at market value, both to remove a significant and lasting royalty cost and to gain full strategic control. Such a buyout in 2029 will therefore not be unusual in a successful pharma case.- ·1 päivä sittenIf the last three months' development continues, then Cevira approval can gladly be delayed until next year for my part. 😁 Something it perhaps also does, incredible how slow Chinese people are.·1 päivä sittenYes😊 I'm just wondering why the stock trades for 5-10 times more than it did a couple of months ago. Back then, it could be around 1 million in traded shares, whereas in recent days we have climbed up towards 10 mill
·2 päivää sitten · MuokattuSolid strength from Photocure now: https://www.tradingview.com/x/sbD3s7IZ/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
2025 Q3 -tulosraportti
72 päivää sittenUutiset
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sitten2026 could look like it will be the year where photocure gets a perfect storm. Cevira approval in China, phase 3 study in USA, marketing application in Europe, approval of wolf skop in China, reclassification in US. You name it.
- ·1 päivä sittenThis was shared on TI about a year ago. Looks like it's correct. Drug,5-氨基酮戊酸盐APL-1702,5-aminolevulinate hydrochloride (APL-1702) Indication,宫颈上皮内瘤变,Cervical intraepithelial neoplasia (CIN) (precursors to cervical cancer) Form of administration,外用,Local administration (topical treatment) Status in China,申报上市 (2024-05-11),Marketing application submitted May 11, 2024 Expected approval time,2026 Q1 (预计),Q1 2026 (tentative/estimated) Clinical review date,2025-03-05 (预计),Expected clinical review: March 5, 2025 Companies involved,江苏艾森药业科技有限公司, PhotoCure,Jiangsu Asieris Pharmaceuticals Technology Co., Ltd. & PhotoCure Indication text,适用于治疗 18 岁及以上伴有高危型人乳头瘤病毒 …,For treatment of patients over 18 years with high-risk HPV-associated cervical intraepithelial neoplasia (CIN)·1 päivä sittenWhich Chinese forum do you use? :) thanks!
- ·1 päivä sittenPhotocure has a market capitalization of just under 2 billion. This number will undoubtedly be higher upon approval. If one calculates what the Cevira agreement alone is worth, one is not far from 2 billion, and Photocure has other operations in addition. This is also without considering moving into other markets. Remember, Asieris is a gigantic player in pharmaceuticals and has an enormous network to tier 1, 2, and 3 hospitals in China. Market shares will be captured. This offers great opportunities. Cevira is a first-in-class, non-surgical treatment for HSIL/CIN2+ and a real alternative to surgical procedures. That alone offers potential for significant adoption over time. In China, the treatable population is estimated at approx. 700,000 patients annually. With a moderate price of ~NOK 6,600 per treatment and a long-term market share of 30% (justifiable given that the solution is unique and supported by Asieris, one of the strongest commercial players in the region), this yields ~NOK 1.39 billion in gross product sales at mature phase. In the calculations below, it is assumed that royalty is calculated on 85% net sales, which is conservative and in line with common royalty definitions. Realistic adoption curve (85% net) Year Market share. Gross sales. Net sales (85%) 2026 3 % 140 million 119 million 2027 8 % 370 million 315 million 2028 15 % 690 million 587 million 2029 22 % 1.02 billion 867 million 2030 30 % 1.39 billion 1.18 billion Photocure receives 10–20% royalty (mid-point ~15%) of net sales. At peak (2030), this corresponds to ~NOK 180 million in annual royalty, which in practice is close to 100% EBITDA for Photocure. Royalty streams are typically valued at 8–12× peak royalty, which implies a value of ~NOK 1.4–2.2 billion for the China agreement alone (net adjusted). Towards 2029, it is also reasonable to assume that the EU and USA will have entered the picture, either through regulatory progression or commercial partnerships. Such markets will normally provide a noticeable jump in total sales and royalty visibility. In such a scenario, it is rational that Asieris considers buying Photocure out of the agreement at market value, both to remove a significant and lasting royalty cost and to gain full strategic control. Such a buyout in 2029 will therefore not be unusual in a successful pharma case.
- ·1 päivä sittenIf the last three months' development continues, then Cevira approval can gladly be delayed until next year for my part. 😁 Something it perhaps also does, incredible how slow Chinese people are.·1 päivä sittenYes😊 I'm just wondering why the stock trades for 5-10 times more than it did a couple of months ago. Back then, it could be around 1 million in traded shares, whereas in recent days we have climbed up towards 10 mill
- ·2 päivää sitten · MuokattuSolid strength from Photocure now: https://www.tradingview.com/x/sbD3s7IZ/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
50
Myynti
Määrä
450
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 14 | - | - | ||
| 104 | - | - | ||
| 7 | - | - | ||
| 256 | - | - | ||
| 420 | - | - |
Ylin
78VWAP
Alin
76,1VaihtoMäärä
3,7 48 698
VWAP
Ylin
78Alin
76,1VaihtoMäärä
3,7 48 698
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10.2025 | |
| 2025 Q2 -tulosraportti | 30.7.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 19.2.2025 | |
| 2024 Q3 -tulosraportti | 13.11.2024 |
Datan lähde: Quartr, FactSet
2025 Q3 -tulosraportti
72 päivää sittenUutiset
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 18.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 29.10.2025 | |
| 2025 Q2 -tulosraportti | 30.7.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 19.2.2025 | |
| 2024 Q3 -tulosraportti | 13.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·14 t sitten2026 could look like it will be the year where photocure gets a perfect storm. Cevira approval in China, phase 3 study in USA, marketing application in Europe, approval of wolf skop in China, reclassification in US. You name it.
- ·1 päivä sittenThis was shared on TI about a year ago. Looks like it's correct. Drug,5-氨基酮戊酸盐APL-1702,5-aminolevulinate hydrochloride (APL-1702) Indication,宫颈上皮内瘤变,Cervical intraepithelial neoplasia (CIN) (precursors to cervical cancer) Form of administration,外用,Local administration (topical treatment) Status in China,申报上市 (2024-05-11),Marketing application submitted May 11, 2024 Expected approval time,2026 Q1 (预计),Q1 2026 (tentative/estimated) Clinical review date,2025-03-05 (预计),Expected clinical review: March 5, 2025 Companies involved,江苏艾森药业科技有限公司, PhotoCure,Jiangsu Asieris Pharmaceuticals Technology Co., Ltd. & PhotoCure Indication text,适用于治疗 18 岁及以上伴有高危型人乳头瘤病毒 …,For treatment of patients over 18 years with high-risk HPV-associated cervical intraepithelial neoplasia (CIN)·1 päivä sittenWhich Chinese forum do you use? :) thanks!
- ·1 päivä sittenPhotocure has a market capitalization of just under 2 billion. This number will undoubtedly be higher upon approval. If one calculates what the Cevira agreement alone is worth, one is not far from 2 billion, and Photocure has other operations in addition. This is also without considering moving into other markets. Remember, Asieris is a gigantic player in pharmaceuticals and has an enormous network to tier 1, 2, and 3 hospitals in China. Market shares will be captured. This offers great opportunities. Cevira is a first-in-class, non-surgical treatment for HSIL/CIN2+ and a real alternative to surgical procedures. That alone offers potential for significant adoption over time. In China, the treatable population is estimated at approx. 700,000 patients annually. With a moderate price of ~NOK 6,600 per treatment and a long-term market share of 30% (justifiable given that the solution is unique and supported by Asieris, one of the strongest commercial players in the region), this yields ~NOK 1.39 billion in gross product sales at mature phase. In the calculations below, it is assumed that royalty is calculated on 85% net sales, which is conservative and in line with common royalty definitions. Realistic adoption curve (85% net) Year Market share. Gross sales. Net sales (85%) 2026 3 % 140 million 119 million 2027 8 % 370 million 315 million 2028 15 % 690 million 587 million 2029 22 % 1.02 billion 867 million 2030 30 % 1.39 billion 1.18 billion Photocure receives 10–20% royalty (mid-point ~15%) of net sales. At peak (2030), this corresponds to ~NOK 180 million in annual royalty, which in practice is close to 100% EBITDA for Photocure. Royalty streams are typically valued at 8–12× peak royalty, which implies a value of ~NOK 1.4–2.2 billion for the China agreement alone (net adjusted). Towards 2029, it is also reasonable to assume that the EU and USA will have entered the picture, either through regulatory progression or commercial partnerships. Such markets will normally provide a noticeable jump in total sales and royalty visibility. In such a scenario, it is rational that Asieris considers buying Photocure out of the agreement at market value, both to remove a significant and lasting royalty cost and to gain full strategic control. Such a buyout in 2029 will therefore not be unusual in a successful pharma case.
- ·1 päivä sittenIf the last three months' development continues, then Cevira approval can gladly be delayed until next year for my part. 😁 Something it perhaps also does, incredible how slow Chinese people are.·1 päivä sittenYes😊 I'm just wondering why the stock trades for 5-10 times more than it did a couple of months ago. Back then, it could be around 1 million in traded shares, whereas in recent days we have climbed up towards 10 mill
- ·2 päivää sitten · MuokattuSolid strength from Photocure now: https://www.tradingview.com/x/sbD3s7IZ/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
50
Myynti
Määrä
450
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 14 | - | - | ||
| 104 | - | - | ||
| 7 | - | - | ||
| 256 | - | - | ||
| 420 | - | - |
Ylin
78VWAP
Alin
76,1VaihtoMäärä
3,7 48 698
VWAP
Ylin
78Alin
76,1VaihtoMäärä
3,7 48 698
Välittäjätilasto
Dataa ei löytynyt