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A director at BE Semiconductor Industries N.V sold after exercising options/sold 13,703 shares at 122.700EUR and the significance rating of the trade was 79/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is rest...
As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.
We publish today our comprehensive quarterly bible: 212 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
Autolus reported uneventful 1Q24 results, with a cash position of $758.5m (FY23: $ 239.6m), sufficient to fund the company into the first pivotal data from obe-cel (CD19 CAR-T) in autoimmune disease (we expect this to come in 2027/2028). The company reiterated pipeline timelines, with the next key event being additional analysis and longer follow up from the phase 2 (FELIX) trial of obe-cel in r/r adult ALL, expected at ASCO in June 2024, which will provide more insight into long term durability. We reiterate our $ 11 TP and BUY rating. Autolus is one of our life sciences top picks.
: EVS BB, EXM BB, HAL NA, IVA FP, XIOR BB, NXFIL NA
EVS started FY24 with a strong 1Q24, despite the reserved production capacity dedicated to this years Big Events (Olympics, EK). We welcome EVS indicated that at the same time the pipeline looks promising to ensure a strong FY24. EVS reiterated its revenue guidance of €180m to € 195m (KBCSe € 189.2m) and now expects FY24 EBIT to land between € 38.0m and € 45.0m (KBCSe € 43.6m). We maintain our Buy but increased our Target Price from € 37.5 to € 39, in line with our updated DCF.
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