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Nyhetsflöde Senzagen

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2/15/2024 9:10:00 AM - SenzaGen: Bra position in i 2024 - Penser Access by Carnegie - Förtroendegivande avslutning på 2023 Senzagen presterade starkt i Q4(23) med en nettoomsättning som steg med 26% Y/Y och under H2(23) var den upp med 20% Y/Y. Det är positivt att notera att tillväxttakten har stärkts, särskilt med tanke på den något lägre tillväxten under Q2 och Q3 2023. En betydande faktor till den positiva utvecklingen låg dotterbolaget VitroScreen, som gjorde hos kunder inom läkemedels- och kosmetikaindustrin. Vidare noterar vi positiva indikationer på ökad efterfrågan av GARD-tester under H2(23). Den positiva utvecklingen lyfte bruttomarginalen till 70,9% (67,1) för H2(23) samtidigt som kostnaderna fortsätter att växa långsammare än försäljningen, med OPEX upp 9% Y/Y. Hög bruttomarginal ger bra hävstång i verksamheten, vilken nu snabbt närmar sig att bli kassaflödespositiv. Före rörelsekapitalförändringar uppgick kassaflödet i H2(23) till -4,4 mkr (-6,7).
2/15/2024 6:28:40 AM - SenzaGen H2: Continued growth and aligned with our expectations - Redeye - Redeye provides an update in relation to SenzaGen’s H2 2023 report. We argue the report was solid and aligned with our expectations, where sales came in at SEK26.3m and EBIT at SEK-10.0m. We have made some estimate changes, resulting in an updated fair value range. However, our base case remains at SEK20.
2/14/2024 8:05:14 AM - SenzaGen H2: Initial take on H2 2023 results – a solid half-year - Redeye - Redeye provides an initial take on SenzaGen’s H2 2023 report. The sales for the second half of 2023 came in at SEK26.3m, in line with our sales estimate of SEK26.5m. Moreover, EBIT came in at SEK-10.0m, slightly better than our estimate of SEK-12.1m. We argue the report is solid and will provide an update shortly where we expect to make some estimate changes; however, we do not expect our fair value range to be impacted significantly.
1/10/2024 9:42:06 AM - SenzaGen: GARDskin order from chemical company - Redeye - Redeye is positive about SenzaGen’s GARDskin order worth SEK1.5m from a leading global chemical company. We highlight the order value and that the chemical company is a returning customer.
12/18/2023 10:09:17 AM - SenzaGen: Order from a global biotech industry leader - Redeye - Redeye endorses SenzaGen’s new order from a global biotech industry leader. We highlight the order value of SEK1.7m and argue it should be considered as high as it is from a new customer. We reiterate our base case of SEK20 and argue the SenzaGen share is currently traded at attractive levels.
10/25/2023 9:52:23 AM - SenzaGen: Q3 2023 sales update - Redeye - Redeye comments on SenzaGen’s Q3 2023 sales update. Sales during the third quarter amounted to SEK10.1m (SEK9.0m). We update our sales estimates for H1 2023 and increase our WACC due to an internal policy. The changes render in an updated fair value range with a decreased base case of SEK20 (21).
8/25/2023 9:09:00 AM - SenzaGen: På väg mot kassaflödesneutralitet - Penser - EBITDA förbättrades Koncernens nettoomsättning uppgick under perioden januari–juni 2023 till 23,6 mkr (19,9), en ökning med 18 % i jämförelse med föregående år. Den organiska tillväxten drevs av stark tillväxt (23 %) för GARD-tester. Koncernens bruttoresultat blev 16,3 mkr (12,7), vilket motsvarar en förbättrad bruttomarginal om 69% (64). Koncernens EBITDA förbättrades till -6,8 mkr (-9,1). Periodens kassaflöde från den löpande verksamheten förbättrades till -13,4 mkr (-19,0).
8/24/2023 6:58:04 AM - SenzaGen H1 2023: Initial take on H1 2023 results - Redeye - Redeye provides an initial take on SenzaGen’s H1 2023 report. The sales for the first half of the year came in at SEK23.6m, 14% lower than our sales estimate of SEK27.5m. Moreover, EBIT came in at SEK-12.5m, lower than our estimate of SEK-8.5m; however, adjustments for non-cash items were much higher than anticipated. We will provide an update shortly where we expect to make some downward changes to our 2023e estimates; however, we do not expect our fair value range to differ significantly.
5/4/2023 9:02:54 AM - SenzaGen: Giftfri tillväxt - Penser - Starkt produkterbjudande SenzaGen erbjuder högpresterande djurfria testmetoder samt innovations- och konsulttjänster baserade på den senaste tekniken inom toxikologi. Djurfria metoder är både effektivare, mer träffsäkra och mindre kostsamma än traditionella djurbaserade metoder. Bolaget har visat stark försäljningsökning både organiskt och förvärvsdriven de senaste två åren.
4/26/2023 10:55:49 AM - SenzaGen: Q1 2023 sales update - Redeye - Redeye comments on SenzaGen’s Q1 2023 sales update, where sales during the first quarter amounted to SEK12.3m (SEK9.0m). We are positive about the sales growth (36%) during the quarter and believe the company’s sales are on track towards our half-year estimate of SEK27.5m. Today’s sales update do not render any changes in our estimates, and we reiterate our base case of SEK21.
2/23/2023 8:54:06 AM - SenzaGen: The beginning of the OECD effect - Redeye - Redeye endorses SenzaGen’s new GARDskin order of SEK1m from a new customer within the chemical industry. In our view, the order is a result of the OECD validation for GARDskin that SenzaGen received during the summer of 2022. We believe this is the start of increased demand for the testing method and expect similar orders as we advance. We reiterate our base case of SEK21.
2/17/2023 8:03:39 AM - SenzaGen H2 2022: In the right direction - Redeye - Redeye provides an update in relation to SenzaGen’s H2 2022 report. We believe the year has been strong; sales came in a bit lower than our estimates; however, EBIT is better. We have chosen to only make minor changes in our estimates for the following years; however, following an updated Redeye rating, we change the WACC from 14.5% to 13.5%, resulting in a new fair value range with a base case of SEK21 (18).
2/16/2023 9:46:10 AM - SenzaGen H2 2022: Initial take on H2 2022 results - Redeye - Redeye provides an initial take on SenzaGen’s H2 2022 report. We argue the year has been strong with total sales of SEK41.8m (SEK15.4m), which can be compared to our sales estimate of SEK46.6m. Even if the total sales were a bit lower than our full-year estimate, EBIT came in at SEK-25.1m (SEK-31.5m), which was better than our EBIT estimate of SEK-28.4m. We will provide an update shortly; however, we do not expect to make any major changes in our forecasts for the following years.
11/14/2022 10:39:28 AM - SenzaGen: ToxHub strengthens SenzaGen’s offering - Redeye - Redeye is positive about SenzaGen’s acquisition of ToxHub, an Italian toxicology services company specializing in toxicological risk assessment and regulatory strategy consulting. We argue ToxHub complements SenzaGen’s offering and believe it is essential that ToxHub is profitable. We make some changes in our model and increase our base case from SEK17 to SEK18.
11/11/2022 3:12:47 PM - SenzaGen: Acquisition of ToxHub - Redeye - Redeye provides a short comment on SenzaGen’s acquisition of ToxHub, an Italian toxicology services company specializing in toxicological risk assessment and regulatory strategy consulting. We will provide a longer note at the beginning of next week, providing our view of the acquisition and adjusting our model for today’s news.
10/26/2022 9:18:14 AM - SenzaGen: Continued Sales Growth in Q3 - Redeye - Redeye comments on SenzaGen’s Q3 sales update with total sales of SEK9m. We endorse that the company continues to grow and believe in a stronger Q4. The sales update does not render any changes in our estimates, and we reiterate our Base Case of SEK17.
8/19/2022 5:42:23 AM - SenzaGen H1’22: Sales beat our estimates - Redeye - Redeye provides its comments on SenzaGen’s 2022 half-year report. The sales came in at SEK 19.9m (SEK 5.0m), and better than we estimated (SEK 17m). In our view, the report is solid due to the sales increase, and we look forward to the second half of the year when we expect increased demand due to the OECD approval SenzaGen received during the summer. We adjust our estimates, resulting in a new Base Case of SEK 17 (16).
8/11/2022 12:12:18 PM - SenzaGen: New GARDskin order - Redeye - Redeye embraces the new GARDskin order of approximately SEK 1m. We note that the order flow has been strong during 2022, and expect H1 2022 sales of SEK 17m to be reported on the 18th of August. We reiterate our Base Case of SEK 16, and our long-term positive take on the case is further supported by today’s news.
6/30/2022 9:41:14 AM - SenzaGen: OECD Approval for GARDskin - Redeye - Redeye embraces the news regarding the OECD validation on GARDskin. We believe this is an important step for SenzaGen and that the approval will significantly affect the demand for GARDskin. This was expected from our point of view, and we reiterate our Base Case of SEK 16.
6/22/2022 7:47:22 AM - SenzaGen: Large GARDskin Dose-Response Order - Redeye - Redeye endorses the news that SenzaGen has received its largest order so far with a value of SEK 4.2m. The order for non-animal testing with GARDskin Dose-Response comes from a larger international industry association. Though non-affecting our SEK 16 Base Case, it reinforces our take on the case.
5/5/2022 5:40:30 AM - SenzaGen: The Non-Animal Alternative - Redeye - Redeye initiates coverage of SenzaGen, a Swedish commercial-stage MedTech company offering high-performance in-vitro technology tests that are set to capitalize on the trend toward animal-free testing in cosmetics, medical devices, chemicals, and pharmaceutical industries. Its updated growth-oriented commercial strategy, driven by an increased effort for acquisitions, offers a compelling case with 63% upside to our Base Case.
11/30/2021 11:11:23 AM - Västra Hamnen Corporate Finance sänder live - Västra Hamnen Corporate Finance sänder live<br> Torsdag den 2:a december kl.10.30 är det dags för Västra Hamnen Corporate Finance Investerardag. Presentationerna sänds live via länken nedan. https://www.youtube.com/embed/312wtiq6ThU Preliminärt schema för dagen: 10:30: Västra Hamnen hälsar välkomna 10:40: ProstaLund 11:05: Heliospectra 11:30: Paus 11:40: Kjell Group 12:05: QLife 12:30: Lunch 13:10: SenzaGen 13:35: Newbury Pharmaceuticals 14:00: Paus 14:10: Movinn 14:35: RugVista 15:00: Fika 15:20: Advenica 15:45: Crunchfish 16:10: Paus 16:20: Clemondo 16:45: Polygiene Finwire Media hjälper små och medelstora företag samt fondbolag med investerarkommunikation.
12/2/2020 7:49:32 AM - Senzagen får order värd 0,4 miljoner kronor - Senzagen har fått en order från danska H. Lundbeck värd 0,4 miljoner kronor avseende tester med GARDskin- och GARDair. Testerna kommer att utföras i SenzaGens GLP-certifierade laboratorium i Lund.
11/17/2020 10:48:34 AM - Senzagen vill ha färdigställt alla nuvarande strategiska alternativ 2021 - vd - Vid slutet av 2021 vill Senzagen ha färdigställt alla pågående strategiska initiativ som är igång, men även ha åtagit sig nya initiativ. Vidare ska bolagets kommersialiseringsresa ha kommit en lång väg. Det förmedlar Senzagens vd Axel Sjöblad under en frågestund vid BioStock Life Science Summit.
11/12/2020 7:15:00 AM - ESAC:s utlåtande av Senzagens GARD försenas - Senzagen meddelar att ESAC:s utlåtande av Senzagens GARD kommer att försenas.
9/16/2020 8:09:00 AM - Senzagen får order värd 0,6 miljoner kronor - Senzagen har fått en order värd cirka 0,6 miljoner kronor från ett globalt medicintekniskt bolag, enligt ett pressmeddelande. Bolaget ska fortsätta använda Senzagens senaste test GARD skin Medical Device för att riskbedöma material med avseende på hudallergi.
9/11/2020 6:39:32 AM - Senzagen får amerikansk testorder värd 0,4 miljoner kronor - Senzagen har fått en order värd cirka 0,4 miljoner kronor från ett amerikanskt kemikaliebolag avseende tester med både Gardskin och Gardpotency. Det framgår av ett pressmeddelande.
8/20/2020 7:13:31 AM - Senzagen ökar omsättningen och minskar förlusten i första halvåret - Senzagen redovisar ökad omsättning och minskad förlust i det första halvåret jämfört med samma period föregående år.