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Swedish Orphan Biovitrum AB: 1 director
A director at Swedish Orphan Biovitrum AB sold 110,000 shares at 275.190SEK and the significance rating of the trade was 78/100. 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...
Sobi to present new myelofibrosis data at the ASCO 2024 Annual Meeting
Sobi to present new myelofibrosis data at the ASCO 2024 Annual Meeting WALTHAM, Mass., May 24, 2024 (GLOBE NEWSWIRE) -- Sobi North America, the North American affiliate of (Sobi®), today announced the presentation of three abstracts that highlights data from its myelofibrosis treatment option at the American Society of Clinical Oncology (ASCO) Annual Meeting taking place in Chicago from May 31 – June 4, 2024. Sobi’s commitment to delivering innovative treatments for people living with hematological diseases is seen in global studies spanning multiple rare disorders, including myelofibro...
Sobi Receives US FDA Fast Track Designation for Emapalumab-lzsg being ...
Sobi Receives US FDA Fast Track Designation for Emapalumab-lzsg being investigated in Macrophage Activation Syndrome WALTHAM, Mass., May 24, 2024 (GLOBE NEWSWIRE) -- Sobi North America, the North American affiliate of (Sobi®), today announced that the US Food and Drug Administration (FDA) has granted Fast Track designation to emapalumab-lzsg being investigated as a potential therapeutic option in patients with Macrophage Activation Syndrome (MAS). Emapalumab is a fully human, anti-IFNγ monoclonal antibody that binds free and receptor-bound IFNγ, neutralizing its biological activity. Emap...
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- ABGSC Retail Research
- Benjamin Wahlstedt
- Fredrik Ivarsson
- ABGSC Capital Goods Research
- Anders Idborg
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
- ABGSC Capital Goods Research
- Anders Idborg
- Karl Bokvist
- Olof Cederholm
VOLV B VOLVO AB CLASS B
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
SAND SANDVIK AB
TREL B TRELLEBORG AB CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALFA ALFA LAVAL AB
MTRS B MUNTERS GROUP
HEXA B HEXAGON AB
EPI A EPIROC AB
NIBE B NIBE INDUSTRIER AB
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- Douglas Lindahl
Hexpol (Hold, TP: SEK140.00) - Smooth operator
Despite weaker organic growth than we had expected, Q1 had strong cost control and solid margins. We have raised our 2024–2026e adj. EBIT by c1% on average, having become more positive on margins. We reiterate our HOLD and SEK140 target price, continuing to see risk/reward as fairly balanced.
- Patrik Ling
Swedish Orphan Biovitrum (Buy, TP: SEK335.00) - Strong start to 2024
The Q1 earnings were above our forecast, even though some of the positive effects were one-offs (manufacturing revenues, among others). We believe Vonjo sales have bottomed out and we should be back at QOQ growth from Q2. The haemophilia franchise enjoyed stronger than expected growth, but some of this was due to phasing between quarters (hence this might hurt Q2 sales slightly). We reiterate our BUY and have increased our target price to SEK335 (320).
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Retail Research
- Fredrik Ivarsson
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- Joachim Gunell
Fortnox (Buy, TP: SEK85.00) - Set for acceleration quarters
We find Fortnox’s Q1 42% adj. EPS growth YOY impressive in light of the macro drag, limited price tailwinds, and step up in investments. In-line underlying results mean our 2024e adj. EBIT is broadly unchanged (-1%), leaving our 2024–2025e EBIT 7–11% above Bloomberg consensus. The choke point for bears was negative reported FCF, while we believe FCF adjusted for calendar effects and its lending business showed a 34.9% margin. We reiterate our BUY and SEK85 target price, and see potential trigger...
- Miika Ihamaki
Kesko (Hold, TP: EUR17.00) - Technical(ly) weak
Q1 disappointed due to Building & Technical Trade (BTT) profitability well below expectations. We continue to see a mixed case, with stable to gradually improving Grocery Trade (GT) but still-weak Building & Technical Trade. We reiterate our HOLD but have cut our target price to EUR17 (18), after lowering our 2024–2026e clean EBIT and DPS by c4%.
- ABGSC IT Research
- Daniel Thorsson
- Simon Granath
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Retail Research
- Fredrik Ivarsson
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