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Nyhetsflöde Optomed

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2/16/2024 6:35:25 AM - Optomed Q4: Lower sales than anticipated, but a major catalyst is getting closer - Redeye - Redeye provides an update in relation to Optomed’s Q4 2023 report. The sales of EUR3.7m during the quarter were lower than anticipated. However, we learned that the additional data has been submitted to the FDA and that Optomed is one step closer to a potential approval. Based on the report, we have made some changes in our short-term estimates; however, the changes do not render an updated fair value range, including a base case of EUR7.5.
2/15/2024 7:55:23 AM - Optomed Q4: Initial take – Sales came in lower than expected - Redeye - Redeye provides an initial take on Optomed’s Q4 2023 report. Sales during the quarter amounted to EUR3.7m (EUR4.0m) compared to our sales estimate of EUR4.5m. Moreover, EBIT came in at EUR-1.3m (EUR-0.9m), and the cash position at the end of the period amounted to EUR7.1m. Overall, the results were lower than our expectations. However, we note that the additional data to the FDA has been submitted, meaning we have a major event in front of us. We will provide a more in-depth update shortly, where we expect to make some downward changes to our short-term estimates.
11/6/2023 6:07:35 AM - Optomed Q3: Solid quarter from both the software and devices segment - Redeye - Redeye provides an update in relation to Optomed’s Q3 2023 report. The report came in better than expected, with sales of EUR4.2m (EUR3.7m) and a solid positive cash flow from operating activities. Furthermore, we assume that the additional data has not been sent in yet to the FDA. We now expect a potential FDA approval in early 2024 and view this as a major trigger for the share. Moreover, we only make minor estimate changes; however, we increase our WACC, which renders in an updated fair value range, including a new base case of EUR7.5 (8).
11/3/2023 8:02:56 AM - Optomed Q3 2023: Better than expected - Redeye - Redeye provides an initial take on Optomed’s Q3 2023 report. Sales during the quarter amounted to EUR4.2m (EUR3.7m) compared to our sales estimate of EUR4.0m. Moreover, EBIT came in at EUR-0.6m (EUR-1.4m), and the cash position at the end of the period amounted to EUR9.6m. Overall, the report was better than we anticipated, especially as cash flow from operating activities was positive during the quarter. We will provide a more in-depth update shortly, where we expect to only make minor changes in our estimates.
9/21/2023 8:55:54 AM - Optomed: Directed share issue - Redeye - Redeye comments on Optomed’s directed share issue, raising EUR4.3m. We are surprised by the announcement as we find the current cash position sufficient to cover future business activities. We adjust our model accordingly to the announcement; however, the changes do not render any changes in our fair value range, including a base case of EUR8.
8/7/2023 6:13:31 AM - Optomed Q2 2023: Waiting game - Redeye - Redeye provides an update in relation to Optomed’s Q2 2023 report. The report aligned with our expectations and did not include any major surprises. However, we note that the additional data has not been sent in yet to the FDA. We now expect a potential FDA approval during Q4 2023 and only make some minor estimate changes for Q3-Q4 2023e. Moreover, we believe an exciting half-year is ahead of Optomed and argue the share is currently traded at low levels, significantly lower than our reiterated base case of EUR8.
8/4/2023 6:59:10 AM - Optomed: Q2 2023 initial take - Redeye - Redeye provides an initial take on Optomed’s Q2 2023 report. Sales during the quarter amounted to EUR3.74m (EUR3.73m) compared to our sales estimate of EUR3.75m. Moreover, EBIT came in at EUR-1.0 (EUR-1.4m), and the cash position at the end of the period amounted to EUR5.7m. Overall, the report was in line with our expectations. We will provide a more in-depth update shortly, where we expect to only make minor changes in our short-term estimates and, therefore, do not expect to change our valuation.
5/9/2023 8:33:25 AM - Optomed: AI partnership with Thirona Retina - Redeye - Redeye comments on Optomed’s announcement regarding its new AI partnership with Thirona Retina. We are positive about the partnership as Thirona Retina is one of the leading companies in retinal image analysis, and we look forward to hearing more about the collaboration as we move forward.
5/5/2023 12:28:42 PM - Optomed Q1 2023: Delivers as expected - Redeye - Redeye provides an update in relation to Optomed’s Q1 2023 report. The sales amounted to EUR3.5m (EUR3.2m), and EBIT came in at EUR-1,0m (EUR-1.5), which was fairly in line with our expectations and estimates. We have chosen to only make some minor changes in our 2023e sales estimate due to the slight delay in the FDA process. Moreover, we believe there are exciting times ahead of us and reiterate our base case of EUR8.
5/5/2023 7:01:41 AM - Optomed: Q1 2023 initial take - Redeye - Redeye provides an initial take on Optomed’s Q1 2023 report. Sales during the quarter amounted to EUR3.5m (EUR3.2m) compared to our sales estimate of EUR3.4m. Moreover, EBIT came in at EUR-1.0m (EUR-1.5m), and the cash position at the end of the period amounted to EUR7.2m. Overall, the report was in line with our expectations. We will provide a more in-depth update shortly, where we expect to only make minor changes in our short-term estimates and, therefore, do not expect to change our valuation significantly.
2/20/2023 7:14:13 AM - Optomed Q4 2022: In line with our expectations - Redeye - Redeye provides an update in relation to Optomed’s Q4 2022 report. We argue the year has been in line with our expectations, with total sales of EUR14.7m (EUR14.9m), which can be compared to our sales estimate of EUR14.5m. We are positive the sales were at the same level as in 2021 due to the uncertainties in China, which has clearly affected the company. We have chosen not to make any changes in our estimates for the following years and look forward to the potential US launch during 2023. We reiterate our base case of EUR8.
2/17/2023 8:11:51 AM - Optomed: Initial take on Q4 2022 results - Redeye - Redeye provides an initial take on Optomed’s Q4 2022 report. The year has been in line with our expectations, with total sales of EUR14.7m (EUR14.9m), which can be compared to our sales estimate of EUR14.5m. We are positive the sales were at the same level as in 2021 due to the uncertainties in China, which has clearly affected the company. We will provide an update shortly; however, as our estimates for the year were close to spot on, and our view of 2023 remains the same, we do not expect to make any major changes in our estimates for the following years and look forward to an eventful 2023.
12/12/2022 10:22:01 AM - Optomed: Directed share issue - Redeye - Redeye comments on Optomed’s directed share issue, raising EUR4.1m. We are positive that the company has taken advantage of the strong share price development during the past month and believe there is no imminent capital need going forward. We adjust our fair value range accordingly to the announcement, resulting in a new base case of EUR8 (8.5).
11/3/2022 11:45:02 AM - Optomed Q3 2022: Western sales channels compensate for uncertainties in China - Redeye - Redeye provides its comments on Optomed’s Q3 2022 report. Revenues came in at EUR3.7m, 10.7% higher than the same period last year. There are still uncertainties in the Chinese market, but we are positive that Optomed performs well in other markets. We make slight changes in our model for full-year 22 and our WACC due to a new internal policy which renders a new base case from EUR9.0 to EUR8.5.
10/27/2022 1:53:44 PM - Optomed: Comment on the decreased full-year outlook - Redeye - Redeye provides a short comment on Optomed’s decreased full-year outlook. We learn that the uncertainty in the Chinese market continues but note the other global sales channels have performed well.
8/23/2022 5:16:16 AM - Optomed: Keep an Eye on Optomed - Redeye - Redeye still regards Optomed’s current share price levels as an attractive long-term entry point, following its case review (prompted by a change in analysts). We apply a new Base Case of EUR 9 (13). Optomed offers a treatment-altering solution for a large unmet medical need and is closing in on a US rollout that should boost sales considerably over the coming two to three years.
8/4/2022 9:01:13 AM - Optomed: Q2’22 Report Comment - Redeye - Redeye provides its comments on Optomed’s Q2’22 report. We note that Optomed had lower sales than last year’s second quarter but that the company believes in a stronger second half of the year. However, we will publish a research update in the next couple of weeks, taking the information from the report into account and providing an updated view of the case. For now, we reiterate our Base Case of EUR 13.
5/6/2022 1:40:45 PM - Optomed Q1: Investment case intact - Redeye - Redeye maintains its valuation of Optomed after the Q1 report. While there is a temporary revenue weekness due to the strategic decopling from China and a strong focus shift towards the US and Europe, our assumptions stand and our investment case remains intact. We expect the transition and revenue build-up to take 1.5-2 years and see a large growth potential for Optomed's innovative solutions, especially in the USA.
2/18/2022 6:52:08 AM - Optomed Q4: US and Europe new strategic markets - Redeye - Redeye maintains its positive view and valuation of Optomed. The company refocuses its sales efforts from the Eastern markets to the USA and Western Europe. Stability, advanced healthcare system (especially in digital health), as well as implemented reimbursements, are a better match for the company's sophisticated eye screening solutions. This change will also increase the predictability of revenues.
2/8/2022 10:14:17 AM - Optomed: A high chance for FDA approval - Redeye - Redeye believes there is a high likelihood Optomed will receive an approval by the FDA for the marketing of the autonomous AI for more than mild diabetic retinopathy - based on the presented clinical trial results with Aurora AEYE.
7/14/2021 5:31:15 AM - Optomed: Adjusted revenue estimates - Redeye - Redeye revises slightly its revenue and EBITDA projections for 2021. While we remain conservative in our near-term expectations, we maintain our conviction that Optomed is on the path of spectacular growth.
5/11/2021 8:48:36 AM - Optomed: Brazil potentially an important market - Redeye - Redeye sees one more sign for sales growth for Optomed with the market authorization for the Aurora camera in Brazil. While the market lacks public screening standards, there are signs that the organization of mobile cost-efficient screening in Brazil will gain momentum and this might become the third main market for Optomed.
5/6/2021 9:25:56 AM - Optomed Q1: Solid results - Redeye - Redeye maintains Optomed's valuation at EUR 13 per share after today's solid Q1 report. In the months ahead, we expect accelerated camera and software revenue growth.
4/12/2021 6:04:39 AM - Optomed: The potential is materialising - Redeye - Redeye raises the fair value of Optomed to EUR 13 per share, a new bull case of EUR 17 per share and a bear case of EUR 5. As we expected, the trend for "remote-everything" favours Optomed. We believe this transformation will continue and even accelerate in the coming years and see Optomed as positioned for strong growth with both superior technology and solid execution capability.