Redeye returns with a more in-depth take on the Q1 report and discusses some of the key take-aways and nuggets from the report and the conference call. All in all, our favourable view remains intact (even slightly elevated), but we will adjust our financial forecasts somewhat due to a later-than-anticipated launch of CERAMENT G in the US. Our initial conclusion is that these changes should not render any particular changes to our fair value range, which currently consists of a Base Case of SEK 80 per share – a c.80% gap that could soon be closed given a potential FDA approval.
LÄS MER