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Healthcare Swedish Investing Ideas
Nanexa
DA
daemningen4500
Community Contributor
19,9% Novo Nordisk ownership on a small swedish biotech - could this be a significant technology?
Nanexa AB is a Swedish pharmaceutical company that specializes in drug delivery systems. Here's a brief overview of its corporate history, ownership, focus, and potential: Corporate History Nanexa was founded in 2007 and is headquartered in Uppsala, Sweden.
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SEK 1.30
FV
58.8% overvalued
intrinsic discount
28.21%
Revenue growth p.a.
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about 1 month ago
author updated this narrative
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
6.4% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
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17
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3 months 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
44.2% undervalued
intrinsic discount
9.72%
Revenue growth p.a.
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5
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about 1 year ago
author updated this narrative
Elekta
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Growing Elderly Populations And Emerging Markets Will Fuel Radiotherapy Demand
Key Takeaways Global aging and rising cancer rates, combined with Elekta's AI-driven platforms, position the company for resilient, long-term growth in both revenue and recurring cash flow. Expansion into emerging markets and advances in integrated precision therapies provide significant underappreciated growth opportunities and structural margin improvement.
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SEK 90.65
FV
48.4% undervalued
intrinsic discount
8.11%
Revenue growth p.a.
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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 355.00
FV
44.4% undervalued
intrinsic discount
31.11%
Revenue growth p.a.
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10
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3 days ago
author updated this narrative
EQL Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Pipeline Launches And Global Expansion Will Drive Future Success
Key Takeaways Strategic expansions and acquisitions, including Medilink and non-European market entry, are poised to drive significant revenue and profitability growth. Focus on operational efficiency and high-margin product launches aims to stabilize EBITDA margins, enhancing overall earnings and net margins.
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SEK 87.50
FV
5.0% overvalued
intrinsic discount
30.13%
Revenue growth p.a.
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3 days ago
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Careium
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
European B2C Expansion And New Contracts Will Deliver Future Results
Key Takeaways Growth in B2C markets in the U.K. and Netherlands, along with strategic R&D investments, are positioned to boost revenue and profitability. New contracts in Norway and France's fixed alarms signify potential market penetration and expansion, enhancing revenue and net margins.
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SEK 30.50
FV
3.3% undervalued
intrinsic discount
9.38%
Revenue growth p.a.
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1
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3 days ago
author updated this narrative
CellaVision
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Upcoming Bone Marrow Launch And APAC Expansion Will Unlock Markets
Key Takeaways New product launches and digital upgrades are expanding market reach and strengthening recurring revenue streams, particularly through automation and integration within clinical labs. Expansion into Asia-Pacific and localization efforts, alongside sustained R&D investment, are positioning the company for long-term growth and improved profitability.
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SEK 228.00
FV
25.2% undervalued
intrinsic discount
12.13%
Revenue growth p.a.
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11
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3 days ago
author updated this narrative
Attendo
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Demand Shifts Will Expand Elderly Care Capacity In Scandinavia
Key Takeaways Accelerated capacity expansion, regulatory tailwinds, and strong brand positioning are driving sustained revenue growth, market share gains, and higher contract win rates. Ongoing efficiency initiatives and increased financial flexibility are supporting margin improvements, strategic investments, and stable long-term earnings.
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SEK 75.00
FV
9.3% undervalued
intrinsic discount
2.31%
Revenue growth p.a.
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3 days ago
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