Abivax: Takeaways from the KOL event

Abivax hosted a virtual KOL event yesterday with Dr. David T. Rubin featuring i) a discussion on the unmet medical need and current treatment landscape for patients with UC with a focus on obefazimod's MoA as a key differentiating factor, ii) a review of Obefazimod's phase 2b data as well as phase

ABIVAX: Abtect minor clinical delay

Abivax announced a minor delay in patient recruitment in its eagerly awaited Ph. III Abtect study, now guiding for a study completion in Q2 2025 (prev. Q1 2025) and a read-out in Q3 2025 (prev. Q2 2025). While the delay appears to be minor and not a primary concern in our view, we are revising our

Fastned: FY24 results

Fastned published its FY24 annual report this morning. The top line and gross margin had already been communicated, with revenue reaching EUR86.7m (vs cons. at 86m) and 79% gross margin (vs 74% FY23), Fastned reported a positive but lower-than-expected EBITDA at EUR7.4m (-50% vs cons. of EUR14.8m,

Daily Healthcare - March 27th, 2025

Mister Spex: Reassuring FY24 numbers; priority for FY25 is margin improvement

Mister Spex reported this morning in-line FY sales of EUR217m (-3% YoY) reflecting the Group's decision to close all its nine International stores. On the positive side, FY aEBITDA of -EUR5.8m was less negative than anticipated by the market (-EUR7.1m). For FY25, i.e. "discount detox" and the negat