We believe Q2 was good news for the base business given that 1) BD revenues grew strongly and were a testament that the Q1 drop was temporary and 2) Wound Management is back at strong growth. We have earlier said that focus should be on new deals where there was limited new information in Q2 and we will look for news on this ahead. We lift 2026E-28E sales by 3-4% and set a valuation range of SEK 22-29 (21-29).
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