Biotek-snakken — Februar 2025
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"Despite the financials falling short of our estimates (with relatively minor deviations in absolute figures), we expect the share to trade in positive territory following the quarterly report, it is currently trading slightly above our bear case. We believe the market will start recognizing the improving end market and acknowledge that 2025 is well-positioned for continued growth with expanding profitability in Genovis' enzyme business."
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Genovis Q4 2024: Solid but softer than we estimated
(Redeye Research Update 2025-02-17)
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Når man læser Photocures Q4 og høre deres livepræsentation så får jeg det indtryk at der er lagt i ovnen til flere års solid vækst. Der ud over er der to meget vigtige begivenheder, nedklassifisering i USA og godkendelse i kina som begge forventes i år. Ud over milestones på over 100 mil NOK fra Kina kan nedklassefiseringen USA sparke endnu mere gang i USA salget. Jeg har lidt svært ved at forstå kursreaktionen efter Q4 men så er der jo tid til at samle lidt flere aktier op (-:
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