New product portfolio delayed Boule also stated that the new product portfolio launch would be delayed, guiding for the first material sales to come in late ’24, or as late as ’25 in some regions. The reason, to our understanding, is twofold: Firstly, there are extended lead-times at the so called “notified bodies”, that have to certify all new products under the new IVD-R regulation in Europe, which was implemented in May this year. Secondly, access to components is delaying production of the final system. We believe the key milestone is to finalise the product to so it can start the clinical validation process to achieve a CE-mark under IVD-R
Estimates down 28-10%, trading at 12-8x EV/EBIT ’22-‘23e We raise our sales following the report on higher prices and FX, but reduce our gross margin expectations, causing -28-10% negative revisions to ’22-‘24e EBIT. ... Läs mer på ABG Sundal Collier
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