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Healthcare Belgian Investing Ideas
Fagron
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
New Compounding Services Strategy Will Drive Customer Acquisition In North America
Key Takeaways Strategic acquisitions and improved commercial strategies are enhancing Fagron's market position, driving revenue growth, and expanding the product portfolio in key regions. Investments in operational excellence and a new facility will boost efficiency and profitability, while corrective actions ensure stability and investor confidence.
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€24.84
FV
14.7% undervalued
intrinsic discount
7.58%
Revenue growth p.a.
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4
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2 days ago
author updated this narrative
Ion Beam Applications
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Actinium-225 Production Expansion Will Capitalize On Next-Generation Cancer Treatments
Key Takeaways Proton Therapy installations and clinical evidence driving competitive advantage, with expected growth in service revenues and improved market access, enhancing net and gross margins. Strategic initiatives, including PanTera's actinium-225 venture and division restructuring, support operational efficiency, revenue sustainability, and capital-light growth in nuclear medicine.
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€16.67
FV
29.9% undervalued
intrinsic discount
7.54%
Revenue growth p.a.
Set Fair Value
0
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6
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9 days ago
author updated this narrative
Nyxoah
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
FDA Approval Will Launch Genio And Expand Global Reach
Key Takeaways Imminent FDA approval of Genio could significantly boost revenues and market penetration in the U.S., driven by robust clinical results and strategic recruitment. Expansion into international markets and strategic use of reimbursement codes are expected to enhance revenue growth, market diversification, and margin stability.
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€12.22
FV
46.6% undervalued
intrinsic discount
195.80%
Revenue growth p.a.
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0
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users have commented on this narrative
6
users have followed this narrative
3 months ago
author updated this narrative
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