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ABGSC Healthcare Research ... (+3)
  • ABGSC Healthcare Research
  • Philip Ekengren
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
03/31/25 March 31, 2025 1 EN
ABGSC Healthcare Research ... (+3)
  • ABGSC Healthcare Research
  • Philip Ekengren
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
02/11/25 February 11, 2025 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
02/11/25 February 11, 2025 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
02/05/25 February 5, 2025 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
10/25/24 October 25, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
10/25/24 October 25, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
10/14/24 October 14, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL Boule Diagnosti...

Weak instrument sales in Q2

Weak Q2, -6% on sales and -25% on adj. EBIT vs ABGSCe. FCF generation held back by R&D capitalisation. We cut '24e adj. EBIT by 6.7%.

BOUL BOULE DIAGNOSTICS AB
07/22/24 July 22, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
07/22/24 July 22, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL Boule Diagnosti...

Low growth but margin improvements in Q2e

Q2'24 results due 22 July. '24e-'26e EBIT revised down 1.0-2.1%. We expect 3.3% organic growth and 9.0% EBIT margin.

BOUL BOULE DIAGNOSTICS AB
07/09/24 July 9, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL Boule Diagnosti...

Good quarter, but disappointing delay

Solid earnings beat in Q1. Launch of new system delayed. '24e EBIT revised up 8.6%, +0.3-1.1% for '25e-'26e.

BOUL BOULE DIAGNOSTICS AB
05/07/24 May 7, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL BOULE DIAGNOSTICS AB
05/07/24 May 7, 2024 1 EN
ABGSC Healthcare Research ... (+2)
  • ABGSC Healthcare Research
  • Sten Gustafsson
BOUL Boule Diagnosti...

Instrument sales to drive growth in Q1e

Q1'24 results due 7 May. '24e-'26e EBIT up 0.8-1.6% due to FX. 29-39% below historical NTM P/E and NTM EV/EBIT.

BOUL BOULE DIAGNOSTICS AB
04/30/24 April 30, 2024 1 EN
Adam Karlsson ... (+3)
  • Adam Karlsson
  • Erik Cassel
  • Gonzalo Castanon
BOUL Boule Diagnosti...

Boule Diagnostics - Persistent headwinds cause a weak Q3

Supply chain issues and shortages continue to hit Boule Missed sales by 13% and EBIT by 80% vs. ABGSCe EBIT estimates down 37-16% for ’22e-‘24e

BOUL BOULE DIAGNOSTICS AB
11/11/22 November 11, 2022 1 EN
Adam Karlsson ... (+3)
  • Adam Karlsson
  • Erik Cassel
  • Gonzalo Castanon
BOUL Boule Diagnosti...

Boule Diagnostics - Headaches turned into migrane in Q3

EBIT missed ABGSCe by 80%, mainly on softer sales Expect cons to cut ‘22e EBIT by >27% There is a conference call at 10:00 CET

BOUL BOULE DIAGNOSTICS AB
11/10/22 November 10, 2022 1 EN
Erik Cassel
  • Erik Cassel
PREMIUM
GETI B Getinge AB Clas...
PHO PHOTOCURE ASA ... (+37)

Sector Fast Comment - Hospital data update

Better hospital margins in September Weaker procedure volume momentum into Q4 Small positive for capex exposure

GETI B GETINGE AB CLASS B
PHO PHOTOCURE ASA
DEMANT DEMANT A/S
OSSR OSSUR HF.
NOVO B NOVO NORDISK A/S CLASS B
SOBI SWEDISH ORPHAN BIOVITRUM AB
GN GN STORE NORD A/S
ALK B ALK-ABELLO A/S CLASS B
CRAD B C-RAD AB
HNSA HANSA BIOPHARMA AB
EGTX EGETIS THERAPEUTICS AB
VICO VICORE PHARMA HOLDING AB
EKTA B ELEKTA AB CLASS B
COLO B COLOPLAST A/S CLASS B
HUM HUMANA AB
ATT ATTENDO
AZN ASTRAZENECA PLC
ONCO ONCOPEPTIDES AB
BONEX BONESUPPORT HOLDING AB
ARJO B ARJO B
AMBU B AMBU A/S CLASS B
VITR VITROLIFE AB
MCAP MEDCAP
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
QLINEA Q LINEA AB
OSSD OSSDSIGN
VACC VACCIBODY AS
SYNACT SYNACT PHARMA
ABS ARCTIC BIOSCIENCE
NANEXA NANEXA AB
LINV LINC
IRLAB A IRLAB THERAPEUTICS
FLUO FLUOGUIDE AS
VIMIAN VIMIAN GROUP AB
LUND B H. LUNDBECK A/S
11/09/22 November 9, 2022 1 EN
Adam Karlsson ... (+3)
  • Adam Karlsson
  • Erik Cassel
  • Jakob Lembke
BOUL Boule Diagnosti...

Boule Diagnostics - Another quarter of temporary headaches

Gross margin headwinds shadow ATH sales in Q2 Components and regulator capacity delay new portfolio Estimates cut 28-10%, trading at 12-8x EV/EBIT ’22-23e

BOUL BOULE DIAGNOSTICS AB
07/18/22 July 18, 2022 1 EN
Adam Karlsson ... (+3)
  • Adam Karlsson
  • Erik Cassel
  • Jakob Lembke
PREMIUM
BOUL Boule Diagnosti...

Boule Diagnostics - Strong sales but weaker margin

Q2 Sales 3% above but EBIT 66% below Components the issue in Q2, price hikes implemented Cons ‘22e EBIT to come down ~20%, less for ‘23e

BOUL BOULE DIAGNOSTICS AB
07/18/22 July 18, 2022 1 EN
Adam Karlsson ... (+5)
  • Adam Karlsson
  • Erik Cassel
  • Gonzalo Artiach
  • Jakob Lembke
  • Morten Larsen
PREMIUM
PHO PHOTOCURE ASA
NOVO B Novo Nordisk A/... ... (+28)

Sector Fast Comment - ABG Life Science Summit 2022

51 Nordic life science companies – replay links attached Fireside chats with AstraZeneca, Novo Nordisk, and Sobi Key takeaways

PHO PHOTOCURE ASA
NOVO B NOVO NORDISK A/S CLASS B
SOBI SWEDISH ORPHAN BIOVITRUM AB
CRAD B C-RAD AB
HNSA HANSA BIOPHARMA AB
EGTX EGETIS THERAPEUTICS AB
SANION SANIONA AB
NANO NORDIC NANOVECTOR ASA
HUM HUMANA AB
ATT ATTENDO
AZN ASTRAZENECA PLC
BIOVIC B BIOVICA INTERNATIONAL AB
ONCO ONCOPEPTIDES AB
BONEX BONESUPPORT HOLDING AB
MCAP MEDCAP
PCIB PCI BIOTECH HOLDING ASA
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
QLINEA Q LINEA AB
VACC VACCIBODY AS
SYNACT SYNACT PHARMA
CLNK B CELLINK AB
ABS ARCTIC BIOSCIENCE
NANEXA NANEXA AB
LINV LINC
IRLAB A IRLAB THERAPEUTICS
FLUO FLUOGUIDE AS
05/26/22 May 26, 2022 1 EN
Adam Karlsson ... (+3)
  • Adam Karlsson
  • Erik Cassel
  • Jakob Lembke
BOUL Boule Diagnosti...

Boule Diagnostics - Benefitting from healthcare recovery

23% organic growth for record Q1 sales Margins held back by component situation Trades at 11-8x our EV/EBIT in ‘22e

BOUL BOULE DIAGNOSTICS AB
05/04/22 May 4, 2022 1 EN
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