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Vitec Q1 2023 - Fortune favours the VMS acquirers

Redeye updates its estimates and valuation following Vitec releasing its Q1 2023 report. We judge that notable positives from the report include continued strong sales growth and solid margins. We. | April 24, 2023

Hansa Biopharma - Update after Q1 with our revised outlook

Redeye updates its outlook on Hansa Biopharma, anticipating gradual launch support during 2023 and supporting pipeline progress over the next 12 months. We make a negative revision after the recent Q1. | April 21, 2023

Saniona - Potential for near-term royalties with Tesofensine

Redeye returns with a view on Tesofensine following the positive opinion of the drug as an obesity treatment in Mexico by the technical committee of its regulatory agency. We raise our base case to. | April 19, 2023

Waystream - Potential still present | MarketScreener

Redeye saw a sales performance in the quarter that did not meet our high expectations but still showed a healthy organic growth of 20%. We assess that the 1-2 orders we expected did not materialize in. | April 14, 2023

Newbury Pharmaceuticals Q2 - A Growing Snowball

Redeye provides a research update following the Q2 report published by Newbury yesterday. We make some slight adjustments to our estimates for operational expenditures, investments, and net sales.. | April 13, 2023

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