We found the CMD informative of BONESUPPORT’s ongoing clinical study pipeline, spinal fusion indication broadening timeline, and appreciated details regarding its US commercialisation of CERAMENT G. As expected, one of the main points of the CMD was about CERAMENT G’s venturing into spinal fusion. However, our timeline for an eventual launch was too optimistic. Still, our estimates only factored this in very modestly from 2029e, rendering a minor fair value range change.
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