Calliditas: A Happy Ending - Redeye

Calliditas delivered another powerful result in what looks like the last quarter as a listed company. Total sales, Tarpeyo product sales, and adjusted earnings are above expectations. This quarter is supported by a normalisation of the indirect effects of the Change Health cyberattack, and we highlight that new unique subscribers are 15% of our expectations in Q2, which indicates that the positive momentum goes beyond the effects of the Cyberattack. Calliditas is also increasing the Tarpeyo sales guide for 2024 by 6% at mid-point. Our Calliditas Base Case ahead of Q2 was SEK 285 (Bull SEK 400 and Bear SEK 85).

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