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Healthcare Swiss Investing Ideas
Alcon
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Unity VCS And PRECISION7 Launches Will Strengthen Position In Eye Care Market
Key Takeaways Alcon's broad product pipeline and innovations in Surgical, Vision Care, and Ocular Health are positioned to propel revenue growth. Strategic investments and new product launches, including Unity VCS and PRECISION7, aim to capture market share and enhance revenue.
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CHF 86.86
FV
16.3% undervalued
intrinsic discount
7.24%
Revenue growth p.a.
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0
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14
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3 days ago
author updated this narrative
Ascom Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Portfolio Simplification And Cloud Expansion Will Attract New Healthcare Customers
Key Takeaways Portfolio simplification and cloud expansion aim to drive efficiency, cost-effectiveness, and revenue growth in new and existing market segments. Strong backlog and focus on high-margin healthcare software and services support positive revenue outlook and recurring revenue growth.
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CHF 5.23
FV
26.4% undervalued
intrinsic discount
3.26%
Revenue growth p.a.
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0
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0
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12
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3 days ago
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Medartis Holding
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
New CEO And Keri Touch Launch Will Accelerate US And LATAM Expansion
Key Takeaways The strategic initiatives under new leadership in the U.S. and LATAM, including product launches and acquisitions, aim to improve revenue and market share. Digital transformation and patient-specific innovation are expected to boost growth and competitive positioning, enhancing revenue and margins.
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CHF 89.20
FV
3.7% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
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0
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0
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2
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3 days ago
author updated this narrative
Medacta Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Geographic Regions And Acquisitions Will Expand Medical Reach
Key Takeaways Geographic and strategic acquisitions promise revenue growth through enhanced market penetration and operational capabilities, especially in sports medicine. Innovative product rollouts and medical education investments are expected to drive revenue by capturing market share and increasing solution adoption.
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CHF 144.34
FV
2.3% undervalued
intrinsic discount
12.98%
Revenue growth p.a.
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0
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0
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1
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3 days ago
author updated this narrative
Galenica
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Home Care Expansion And Digital Initiatives Will Drive Future Success
Key Takeaways Expansion in home care and pharmacy digitization promises revenue growth and improved market positioning through service integration and enhanced customer engagement. Strategic investments in logistics, personnel, and acquisitions are aimed at boosting operational efficiencies, profitability, and net margins.
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CHF 84.00
FV
4.4% overvalued
intrinsic discount
3.88%
Revenue growth p.a.
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0
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0
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5
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3 days ago
author updated this narrative
Ypsomed Holding
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
GLP-1 Partnerships And Capacity Expansion To Drive Revenue Growth And Boost Margins
Key Takeaways Ypsomed's shift to a B2B model and local manufacturing may streamline operations, improve focus, and reduce geopolitical risks, enhancing margins and earnings. Expansion in manufacturing capacity and a robust project pipeline positions Ypsomed for long-term revenue growth in self-injection and drug delivery systems.
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CHF 455.54
FV
5.1% undervalued
intrinsic discount
6.83%
Revenue growth p.a.
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0
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0
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3
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3 days ago
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Ypsomed Holding
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Overcapacity And Regulatory Challenges Will Limit Future Potential
Key Takeaways Heavy capital spending and reliance on sustained high growth risk overcapacity, margin compression, and stranded assets if demand falters. Dependence on major partners, regulatory risks, and heightened competition threaten revenue stability, pricing power, and long-term relevance.
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CHF 356.00
FV
21.5% overvalued
intrinsic discount
3.60%
Revenue growth p.a.
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0
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0
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0
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3 days ago
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Straumann Holding
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
iEXCEL And AXS Platforms Will Drive Market Share Gains In Implantology
Key Takeaways Investment in innovation and digital transformation, such as the iEXCEL implant system and AXS platform, drives market share, operational efficiency, and gross margins. Strategic expansion in underpenetrated firms and regions, emphasizing education and local manufacturing, enhances revenue potential, affordability, and profitability.
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CHF 125.00
FV
12.5% undervalued
intrinsic discount
8.62%
Revenue growth p.a.
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0
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0
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10
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3 days ago
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Sonova Holding
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Launch Of Infinio And Sphere Hearing Aids Will Drive Future Performance
Key Takeaways Successful product launches and innovative features in hearing aids and cochlear implants boost future sales potential and revenue growth. Strategic cost management and efficiency improvements are expected to enhance net margins and operational performance.
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CHF 260.47
FV
10.4% undervalued
intrinsic discount
5.34%
Revenue growth p.a.
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0
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23
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3 days ago
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