Devyser Diagnostics Q2: Entering a potentially case altering phase - Redeye

Redeye sees Q2 sales in line with our forecast but higher costs, prompting us to lower our 2024e EBIT assumptions. Our longer-term estimates are untouched. The share trades in pair with its peers and near our base case, but we point to our estimates taking a conservative approach to the Thermo Fischer deal/US sales – this might be reconsidered as more of this potentially case altering collaboration should materialise during H2 2024.

Länk till analysen i sin helhet: https://www.redeye.se/research/1026527/devyser-diagnostics-q2-entering-a-potentially-case-altering-phase?utm_source=finwire&utm_medium=RSS