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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.

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.
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