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Newron Pharmaceuticals
HE
HedgeY
Community Contributor
Newron Pharmaceuticals (NWRN) – Binary CNS Bets with 3-to-1 Upside
1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).
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CHF 17.00
FV
60.1% undervalued
intrinsic discount
32.43%
Revenue growth p.a.
Set Fair Value
1
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0
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8
users have followed this narrative
12 days ago
author updated this narrative
Cosmo Pharmaceuticals
KA
kapirey
Community Contributor
Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates
Catalysts Preliminary Unaudited Revenue and Cash Revenue: €266.8 million, representing a year-on-year increase of 188% compared to €92.8 million in 2023. This includes significant project-based revenues from GI Genius™ and Winlevi® of €190.2 million.
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CHF 87.47
FV
30.0% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
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83
users have followed this narrative
4 months ago
author updated this narrative
Roche Holding
BA
bazza
Community Contributor
Roche Holding will see a 4.2576% revenue growth shaking the market
Valuation ### **Analyse der Roche Jahreszahlen 2024: Wachstum setzt sich fort, Herausforderungen bleiben_20250130 #### Zusammenfassung der Ergebnisse Roche hat für das Jahr 2024 ein solides Wachstum von 7 % auf 60,5 Mrd. CHF erzielt, was die Erwartungen leicht übertroffen hat.
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CHF 302.06
FV
14.4% undervalued
intrinsic discount
5.07%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 months ago
author updated this narrative
PolyPeptide Group
PK
PKU
Community Contributor
Biotech longerterm bet
211011 Draupnir noch ein Anteil von rund 55,5% an Polypeptide. Der «Free Float» an der Börse SIX erhöht sich dadurch gleichzeitig von 40,0 auf rund 44,5%.
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CHF 33.10
FV
33.4% undervalued
intrinsic discount
11.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
11 months ago
author updated this narrative
ACLN
Accelleron Industries
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Legacy Turbocharging Will Struggle As Decarbonization Pressures Mount
Key Takeaways Heavy reliance on legacy turbocharging exposes Accelleron to disruptive shifts toward decarbonization, electrification, and stricter emissions regulations. Market changes and industry consolidation threaten pricing power, with rising costs and diminished demand putting long-term profitability and margins at risk.
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CHF 37.17
FV
88.3% overvalued
intrinsic discount
4.30%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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Tecan Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Mounting Regulatory And Geopolitical Risks Will Depress Future Prospects
Key Takeaways Heightened regulatory risks, geopolitical tensions, and shifting supply chains are poised to restrict market access, elevate costs, and dampen growth prospects. Intensifying competition, technological disruption, and over-reliance on major OEM partners threaten Tecan's market share, pricing power, and long-term earnings stability.
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CHF 165.20
FV
2.7% undervalued
intrinsic discount
2.04%
Revenue growth p.a.
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0
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0
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0
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New
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Implenia
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Increasing European Costs And Digital Lags Will Erode Value
Key Takeaways Rising compliance costs, demographic headwinds, and inconsistent project margins threaten long-term revenue growth, margin improvement, and earnings stability. Slow digital adoption and heavy exposure to complex projects increase risks of market share loss, cash flow instability, and financial underperformance.
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CHF 40.00
FV
33.0% overvalued
intrinsic discount
2.14%
Revenue growth p.a.
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0
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0
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0
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New
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Bossard Holding
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Structural Decline And Supply Challenges Will Undermine Future Prospects
Key Takeaways Growing digital automation reduces demand for traditional products, threatening revenue as Bossard's core market contracts and customer assembly methods change. Global instability, operational inefficiencies, and increased competition limit Bossard's profitability and expose it to margin pressure and stagnant growth.
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CHF 163.00
FV
13.5% overvalued
intrinsic discount
4.78%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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1 day ago
author updated this narrative
ACLN
Accelleron Industries
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Decarbonization And Digitalization Will Unlock Global Marine Value
Key Takeaways Persistent dominance in LNG dual-fuel systems and an expanding service network strengthen Accelleron's competitive position and boost recurring revenue from aftermarket and margin-rich segments. Strategic capacity expansion near key trade hubs and surging demand in data center power turbochargers drive long-term growth, especially in rapidly modernizing emerging markets.
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CHF 74.90
FV
6.5% undervalued
intrinsic discount
15.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
users have followed this narrative
1 day ago
author updated this narrative
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