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Healthcare Swedish Investing Ideas
EQL Pharma
MA
Mandelman
Community Contributor
EQL Pharma's management aiming for 30% Revenue Growth in 5 Years
2025 Q1 update Strong revenue growth yoy 45% exceding expectations. Strong EPS of 178%, however easy comps should be noted.
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SEK 86.37
FV
0.7% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
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1
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14
users have followed this narrative
13 days ago
author updated this narrative
Dedicare
BO
Bonywall
Community Contributor
Staff Shortages and Demographic Shifts Could Drive Revenue Higher Despite Competition and Regulatory Challenges
Key Takeaways Dedicare holds a robust market position within a steadily expanding market. Continued revenue growth is supported by the persistent need for skilled health professionals.
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SEK 82.20
FV
44.4% undervalued
intrinsic discount
9.72%
Revenue growth p.a.
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0
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0
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5
users have followed this narrative
10 months ago
author updated this narrative
Integrum
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US Sales Focus And Axor II Will Boost Market Outlook
Key Takeaways Strategic focus on U.S. market growth and marketing optimization is expected to boost revenue and improve net margins. Near-term revenue prioritization and leadership changes aim to enhance market adoption and drive shareholder value.
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SEK 39.00
FV
57.0% undervalued
intrinsic discount
35.92%
Revenue growth p.a.
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0
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0
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1
users have followed this narrative
3 days ago
author updated this narrative
Senzime
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US And European EMG Guidelines Will Spur TetraGraph Adoption
Key Takeaways Mandated EMG technology in Europe and the U.S. and new product launches set a strong growth trajectory, boosting sales and revenue. Expansion in the U.S. market and growth in Asia, coupled with strategic partnerships, enhance market penetration and diversify revenue streams.
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SEK 12.00
FV
60.3% undervalued
intrinsic discount
80.88%
Revenue growth p.a.
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0
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0
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2
users have followed this narrative
3 days ago
author updated this narrative
OssDsign
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Pure Play Orthobiologics Will Expand US Healthcare Access
Key Takeaways Strategic shift to orthobiologics boosts growth and operational efficiency, enhancing future revenue and sustaining high net margins. U.S. market expansion and distinctive product benefits position OssDsign for significant market share and increased adoption.
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SEK 13.00
FV
0.6% overvalued
intrinsic discount
28.16%
Revenue growth p.a.
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0
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0
users have commented on this narrative
3
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3 days ago
author updated this narrative
Sedana Medical
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Trials And Supplier Acquisition Will Open Global Markets
Key Takeaways Successful U.S. trial results and pediatric approvals across multiple countries could significantly boost revenue and market protection, expanding sales demographics. Acquiring Innovatif Cekal is expected to enhance supply chain control, reduce costs, and improve profitability, with strong sales in Europe supporting consistent growth.
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SEK 20.00
FV
35.9% undervalued
intrinsic discount
25.18%
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
author updated this narrative
Ambea
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Employee Satisfaction Efforts Will Reduce Turnover Costs And Improve Brand Trust
Key Takeaways Expansion of care services and strategic acquisitions drive revenue growth, enhance economies of scale, and positively impact net margins. Operational efficiencies in existing operations and strategic investments like share buybacks boost profitability, supporting margin stability and increasing investor interest.
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SEK 130.00
FV
18.1% undervalued
intrinsic discount
6.18%
Revenue growth p.a.
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0
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0
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5
users have followed this narrative
4 days ago
author updated this narrative
Elekta
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
AI-Powered Iris Technology Will Strengthen Future Prospects
Key Takeaways Strong order growth and high book-to-bill ratio provide a solid foundation for future revenue and sales growth. AI advancements with Iris technology enhance product differentiation, improving pricing power and elevating margins.
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SEK 67.07
FV
24.9% undervalued
intrinsic discount
6.86%
Revenue growth p.a.
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0
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0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Xvivo Perfusion
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
DELIVER IDE Approvals And US Trials Will Unlock New Markets
Key Takeaways Regulatory approvals in the U.S. for liver and heart technologies and Canadian market expansions may significantly boost revenue and market share in North America. Strategic improvements in the Abdominal segment are set to increase gross margins and profitability, while strong adoption in Australia indicates promising growth.
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SEK 448.50
FV
32.4% undervalued
intrinsic discount
31.15%
Revenue growth p.a.
Set Fair Value
0
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users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
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