Redeye provides an update after CLS and ClearPoint reached a long-term agreement on the future ramp-up within the neurosurgery segment. While the press release is overall positive, we argue that the information regarding sales expectations remains limited. However, we note that CLS expects costs to increase going forward and that additional capital will be required to support the growth plan. In this update, we have revised our cost estimates and incorporated a capital injection into our model. These changes result in an updated fair value range.
LÄS MER
