CALLIDITAS: Cautious guidance leaves room for surprise as Tarpeyo enters 2024 with good momentum

Yesterday, Calliditas reported its Q4 Tarpeyo sales reaching SEK 347.3m (USD 32.6m), with total net sales at SEK 1.206bn for FY 2023, in line with the USD 100-120m guidance, and a cash position at SEK 973.7m. All in all, the Q4 performance was solid, while the main surprise came with the conservati

Bryan, Garnier & Co Healthcare Daily | Calliditas

NHOA: Slow start into 2024

NHOA reported Q1 revenue of EUR58m (+57% YoY, -26% QoQ), a rather low quarter compared to FY24 revenue expectations (cons. at EUR430m), but with NHOA exposed to the overall pace of project deliveries in Energy Storage that can vary significantly quarter on quarter. Revenue mix did not improve this

XVIVO: delivering a solid Q1 2024 performance

XVIVO reported Q1 2024 results with a YoY organic growth of 32% (32% adj. for currency) in net sales raising to SEK 186m. The solid performance was driven by i) thoracic business reporting a 33% YoY growth, totalling SEK 121m sales, with disposables sales rising by 39% as of larger utilization in t

BIC: Soft Q1 followed by a gradual acceleration from Q2 onwards

Yesterday, BIC unveiled Q1 numbers that reflected management's message highlighting a soft start to the year, but showed a modest miss vs CSS expectations (sales: -1% / aEBIT: -1.5%) given the negative phasing impact in Lighters (38% of sales and 69% of aEBIT before unallocated costs). With trends