Xvivo delivered a solid Q3 report, beating our estimates and consensus on both sales and EBIT. However, the share reacted negatively, likely reflecting concerns over LBE's transition to its own EVLP system, which could create a revenue headwind in 2027. While we acknowledge this uncertainty, we believe growing European heart sales and increasing XPS adoption among other US customers and OPOs should help offset the impact.
LÄS MER
