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Nyhetsflöde Dignitana

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4/25/2024 7:38:37 AM - Dignitana: Change at the helm - Redeye - Redeye comments on the change of CEO.
4/4/2024 1:49:17 PM - Dignitana: Rights issue concluded - Redeye - Redeye adjusts the Fair value range and Base case after the outcome of the rights issue has been concluded.
2/22/2024 11:32:51 AM - Dignitana: Secured rights issue announced - Redeye - Redeye comments on last night’s news about a 92.3% secured rights issue of SEK19.1m before costs. The subscription price is 1.90 per share and is dependent on the subsequent approval of the EGM. We see this as a natural step as the company is trying to speed up the US expansion and repay some debt to a degree. The shares may increase by 10m from 70.47m to 80.5m. The dilution effect for shareholders not participating in the rights issue is c12.5%. In conjunction with the rights issue, a bridge loan has also been taken of SEK5m.
2/15/2024 7:42:56 AM - Dignitana Q4’23: Growing and a positive EBITDA - Redeye - Redeye's first comments on the Q4 report this morning. The outcome of the fourth quarter report showed a sales growth slightly lower than expected at 19.0% y/y. The gross margin came in better than expected at 69.9% with reasonable cost control and lower personnel costs, bringing us to an EBITDA/EBIT in line with expectations. We do not expect to make significant changes to our estimates, although a slight decrease in our expectations for sales in 2024e may be pencilled in.
2/13/2024 8:24:09 AM - Dignitana: Delta approval in Japan a positive signal - Redeye - Redeye comments that Dignitana has received market approval for DigniCap Delta in Japan. The acceptance and the agreement with Konica Minolta are, in our view, positive as they broaden Dignitanas’s market.
1/17/2024 7:58:24 AM - Dignitana: Strong preliminary results from study - Redeye - Redeye comments on the preliminary results of the DignCap Delta study in Uruguay, stating that the first phase demonstrated a 79% success rate, which confirms the solid clinical evidence for scalp cooling.
1/16/2024 9:11:18 AM - Dignitana: New agreement for distribution in Switzerland - Redeye - Redeye is favorable to the expansion of the distribution network for Switzerland and Lichtenstein by Dignitana. The older system is already present in several clinics. At the same time, the new agreement with OncoMedical will give a larger footprint in the countries mentioned above by upgrading the older system and offering the new DigniCap Delta system. We are encouraged to see that Dignitana continues to expand further and find new ways to sell new systems that will also drive consumable sales. The current agreement with OncoMedical stipulates that at least eight systems with corresponding consumables will be purchased during 2024. This news will not change our estimates but confirms our already positive stance on Dignitana. We are also content to see further sales progress outside the US, even if much attention is naturally directed there because of the market size. Dignitana will report its end-of-year numbers on 15 February.
11/17/2023 6:17:45 AM - Dignitana: Keep your eyes on the prize - Redeye - Redeyes’ long-term view of Dignitana is intact. The sales progression was softer than we expected. The sales progression will not be linear and will fluctuate over quarters. The growth of almost 20% in the quarter is reasonable, given that the reimbursement has had a limited impact. The reimbursement process takes time, and we now expect that the growth push due to this will be during the second half of 2024e. The costs were well contained, and with a more robust gross margin, the results were slightly better than expected. With a delayed effect from reimbursement compared to our expectations, we lower our sales estimates for Q4 and 2024/25e. The growth is still expected to be strong, albeit at a lower rate. With the downward adjustments, our new Base case value is SEK 10 (11.5) per share, with a fair value range of SEK 4 to 20 per share.
11/16/2023 8:13:22 AM - Dignitana Q3’23: Slightly softer top line with a positive EBITDA - Redeye - Redeye's first comments on the Q3 report this morning. The outcome of the second quarter report showed a sales growth slightly lower than expected at 19.4% y/y. The gross margin came in better than expected at 67.7% with reasonable cost control, bringing a better EBITDA than expected. We recognize that the reimbursement process will take longer than we initially expected. With this in mind, we lower our expectations for 2024e as we anticipate the more significant effects will not show up until the second half of 2024e. We still expect good growth, albeit at a lower rate. With these changes, we expect to lower our fair value range and Base case in the region of 15-20%, which still leaves considerable potential from the current share price levels.
11/7/2023 2:43:04 PM - Dignitana: Somewhat dissapointing news – but not a significant conern in practice - Redeye - Redeye comments on the decision by CMS to decrease the average rate for 2024 under the Hospital Outpatient Prospective Payment System and Ambulatory Surgery Center. The news is, to a degree, disappointing but will not significantly affect the scalp cooling companies.
10/4/2023 7:57:26 AM - Dignitana: Sales and marketing partnership to push sales in the US - Redeye - Redeye comments on the news that Dignitana has entered into a sales and marketing partnership with Infusystems Holdings Inc. to promote sales in the US.
10/3/2023 11:50:06 AM - Dignitana: The first LCD is approved in the US - Redeye - Redeye comments on the news that the first Medicare Administrative Contractor (MAC) has approved the proposed Local Coverage Determination (LCD) in the US.
8/18/2023 5:57:07 AM - Dignitana Q2’23: Still on the trajectory - Redeye - Redeyes’ view on Dignitana is generally unchanged. The sales momentum continued even if it was slightly lower than our expectations. The sales progression will not be linear but will fluctuate due to how the business is conducted. The cost was controlled and looks stable for the rest of the year. The gross margin, as reported, was down a bit q/q but adjusted for a write-down; the gross margin was above the substantial number in Q1. With some downward adjustments to the sales estimates for the rest of the year, we adjust our Base case value to SEK 11 (12) per share and leave the fair value range unchanged.
8/17/2023 7:27:59 AM - Dignitana Q2’23: First impression – slightly softer than expected - Redeye - Redeye's first comments on the Q2 report this morning. The outcome of the first quarter report showed a sales growth lower than our expectation at 15.4% y/y. The gross margin retracted slightly from the excellent levels in Q1 but was well in the acceptable range. We will lower our estimates somewhat for the whole year but do not expect this to have a material effect on our fair value range or Base case.
6/15/2023 10:15:01 AM - Dignitana: Positive signals for US reimbursement process - Redeye - Redeye comments on the news that a Medicare Administrative Contractor (MAC) has issued a proposed Local Coverage Determination (LCD) in the US.
5/26/2023 5:31:57 AM - Dignitana Q1’23: Reaching the inflection point - Redeye - Redeyes’ view on Dignitana is generally unchanged. The sales momentum continued in the quarter with better cost control. The gross margin bounced back to the normal range after Q4. The US market is changing, and many positive signs exist. The turning to a positive EBITDA is positive, and together with solid 35% growth in the quarter, we see that the company has reached the inflection point. With the positive and negative estimate adjustments, we adjust our fair value range only at the high end to 23 (22) while maintaining our Base case value of SEK 12 (12) per share.
5/25/2023 6:57:12 AM - Dignitana Q1’23: First impression – positive EBITDA - Redeye - Redeye's first comments on the Q1 report this morning. The outcome of the first quarter report was, in our view, positive. Net sales and gross profit were marginally lower than expected, while EBITDA/EBIT was stronger than expected, with a positive EBITDA. The gross margin bounced back to an excellent level after a weak Q4. We do not expect to make more than marginal changes to our estimates and fair value range.
2/16/2023 9:42:46 AM - Dignitana Q4’22: First impression – weaker gross margin - Redeye - Redeye's first comments on the Q4 report this morning. The outcome of the fourth quarter report was weaker than we expected. The growth continues to be strong, although slightly lower than our expectations. We were negatively surprised by a weaker gross margin as this was relatively stable earlier. The ADTR continues to trend well.
11/18/2022 6:32:24 AM - Dignitana Q3’22: Positive signs from the most important market - Redeye - Redeye is impressed with how Dignitana continues to drive growth. The scalp cooling market in the US is transforming, and we believe there is more to come. This supports the long-term growth case in Dignitana. The development over quarters can vary, but the trend is positive. With the estimates adjustments, risk-free rate increase, and a dilution effect from the share issue, we adjust our fair value range to SEK 7 to SEK 24 per share and a Base case value of SEK 15 (18) per share.
11/17/2022 8:01:13 AM - Dignitana Q3’22: First impression – on the right track - Redeye - Redeye's first comments on the Q3 report this morning. The quarterly reports continue to show strong growth even if the total operating income was just below our estimate. The EBIT was better than expected due to lower operating expenses. The operating cash flow also continues to improve considerably.
10/19/2022 7:22:25 AM - Dignitana: Direct share issue to drive growth - Redeye - Redeye is positive to the news of a direct share issue done yesterday that will bring SEK 25m before costs. The issue further strengthens the growth initiatives and the institutional ownership in the company.
8/19/2022 5:41:59 AM - Dignitana Q2: EBIT turns positive in the quarter - Redeye - Redeye comments on Dignitana’s Q2 report. Sales continue to develop well, even if we had hoped for even stronger growth than the 30% that the company delivered. The positive EBIT in the quarter was a surprise and was the first time this had happened. We adjust our net sales while the other operating income improvement betters the outlook for both EBITDA and EBIT in 2022E. The Opex was otherwise almost in line with our expectations. In our Base case, we maintain our motivated value of SEK 18 per share.
8/18/2022 7:19:58 AM - Dignitana Q2: First take – Positive EBIT - Redeye - Redeye's first comments on the Q2 report this morning. The report showed strong growth and a positive EBIT for the first time in a quarter. The operating cash flow also improved considerably.
5/20/2022 8:09:55 AM - Dignitana: Positive momentum Continues - Redeye - Redeye comments on Dignitana’s Q1 report. The positive sales trend from the end of 2021 continues into 2022. The situation starts to normalize regarding the pandemic while some new issues create headwinds. The positive steps, especially in the US market last year, lay a good foundation for growth during the current year and the long term. We only have made minor adjustments to the sales estimates for 2022, although we adjust the personnel cost slightly higher for the year. We maintain our motivated value of SEK 18 per share.
5/19/2022 9:23:16 AM - Dignitana: Initial comments - Redeye - Redeye’s first comments on the Q1 report released earlier this morning that showed continued good growth and an impressive increase in the Average Daily Treatment Revenue. The costs were higher than expected but not materially. A clear improvement in the operating cash flow is a definite positive.
3/4/2022 2:08:24 PM - Affärsvärlden ger ett neutralt råd för Dignitana, föredrar hellre Paxman - Under januari 2022 infördes gynnsam kostnadsersättning för skalpkylningssystem i USA. Det innebär goda tillväxtmöjligheter för medicinteknikbolaget Dignitana som siktar på att nå positivt kassaflöde under året. Det skriver Affärsvärlden i analys på fredagen.
2/18/2022 11:26:11 AM - Dignitana Q4’21: Strong finish to an eventful year - Redeye - Redeye continues to see a compelling case that has laid a good foundation for growth in 2022. The Q4 report was in line with our general expectations, and we reiterate our positive stance with an unchanged Base case fair value of SEK 18 per share.
2/17/2022 8:32:40 AM - Dignitana Q4’21: Initial comments - Redeye - Redeye’s first comments on the Q4 report this morning.
1/13/2022 7:57:09 AM - Dignitana: High Caliber new CEO - Redeye - Redeye comments on the newly appointed CEO of Dignitana.
1/13/2022 7:26:58 AM - Cellavisions finansdirektör lämnar - blir vd för Dignitana - Blodanalysbolaget Cellavision tappar sin finansdirektör, CFO, Magnus Blixt som beslutat sig för att lämna bolaget.
12/21/2021 11:30:17 AM - Dignitana: CEO resigns - Redeye - Redeye comments on the resignation of CEO William Cronin.
11/19/2021 8:30:38 AM - Dignitana: Focus on the Opportunities - Redeye - Redeye continues to view Dignitana as very compelling long term growth case. The results in the Q3 did not show any real surprises. The positive outcome of the reimbursement levels in the US will drive growth in 2022 and forward. We adjust our near-term estimates and have increased our long-term growth estimates slightly. Consequently, we raise our fair value range to SEK 8 –28 per share with a base case of SEK 18 (16) per share.
11/18/2021 8:19:16 AM - Dignitana Q3’21: Initial comments - Redeye - Redeye’s first comments on the Q3 report this morning.
11/3/2021 9:52:01 AM - Dignitana: A Medicare breakthrough - Redeye - Redeye comments on the CMS reassigning payment for scalp cooling for Medicare claims.
8/20/2021 8:31:50 AM - Dignitana: Q2’21: Signals of better times ahead - Redeye - Redeye comments on Dignitana's Q2 report. The sales development continues to be positive in uncertain markets. The trend and activities in the company are positive, and a lot of the steps taken earlier during 2021 provide an excellent base to drive growth in the next 12 months. We make minor adjustments to the sales estimates for 2021, although we also adjust our cost expectations slightly. We maintain our motivated value of SEK 16 per share.
8/19/2021 11:22:04 AM - Dignitana Q2’21: Initial take - Redeye - Redeye first comments on Dignitana's Q2 report. The sales development continues to be strong with a 23 % growth in the quarter which was almost in line with our expectations. The EBIT result was in line with our expectations. We are likely to make minor adjustments to the sales estimates for 2021 and do not expect to make any significant changes to our current motivated value.
6/24/2021 5:06:37 AM - Dignitana: Further steps Taken - Redeye - Redeye comments on today’s news where Dignitana has engaged a medical device and a market access specialist to push the reimbursement process further. We see these two new partners as a positive sign and will help establish reimbursement at the correct levels. We are encouraged to see these steps taken by Dignitana as we see reimbursement as one of the important factors that could drive long-term growth in the US. Therefore, we reiterate our base case fair value of SEK 16 per share.
5/21/2021 7:54:02 AM - Dignitana Q1: Exciting Times Ahead - Redeye - Redeye is encouraged that Dignitana continues to grow even with the headwind in the markets. The cost control is also a positive, even if we do not expect the current low levels to be sustainable when markets become more normal. We have updated our market model and primarily adjusted our cost estimates in the short term. We see exciting times ahead with the reimbursement processes in the second half of 2021. We raise our Base case fair value to SEK 16 (15) per share.
5/20/2021 10:25:22 AM - Dignitana Q1: First impression - Redeye - Dignitana reported their results for Q1 this morning. The report was better than expected, primarily driven by lower cost levels.
4/20/2021 9:10:50 AM - Dignitana: Positive steps in Texas - Redeye - Redeye views the news from Texas about the insurance legislation bill has cleared the House and is now sent to the Texas Senate as positive. This is important progress that will mandate insurance coverage for scalp cooling in Texas. If passed in the Senate and signed by the Governor will come into effect in September 2021. We view this as positive for the sector and may pave the way for similar actions in other US states. We continue to positively view Dignitana and reiterate our motivated value in the Base case of SEK 15 per share.
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