Redeye returns with a full update following Medivir’s Q4 report. We add two programmes, MIV-711 in osteogenesis imperfecta and MIV-701 in veterinary dental care. Both have blockbuster potential and add significant value to our sum-of-the-parts valuation. They transform Medivir from a single-asset company into a pipeline company with parallel value-creation pathways and lower total risk. We also lowered our WACC following the improved owner structure after the recent share issue to Carl Bennet AB.
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