Ascelia Pharma trades below Redeye's Fair Value estimate of SEK 1 per share and has Market Edge scores of 3 for Value (Fairly Priced) and 1 for Momentum (Very Weak). We spoke with our analyst about what he found to be most unexpected in the FDA minutes, what the main share price catalysts over the next 12 months are, and other key topics. This is a premium article, included in our paid plans from SEK 99/month $ACE redeye.se/research/1189173/a…

VD Henrik Bunge berättar om ett kvartal med stark lönsamhet men en tillväxt som fortsatt ligger under ambitionsnivån. Vidare beskriver Bunge hur bolagets försäljningskanaler och produktkategorier har utvecklats samt vad som ligger bakom det goda momentumet i Tyskland och Danmark. Därtill resonerar Bunge kring drivkrafterna bakom den starka bruttomarginalen. Slutligen berättar Bunge om prioriteringarna i den nya affärsplanen från 2027. $BORG redeye.se/research/1189288/b…

Redeye comments on Argo’s announcement that its subsidiary, Poseidon Diving Systems, has received pilot orders from the U.S. Navy and two unnamed NATO special forces units, alongside a stated target of SEK150m in Poseidon revenue by 2029. $ARGO redeye.se/research/1189191/a…

Redeye comments on VEF’s Q3 2026 report and Brazil’s presidential election. $VEF redeye.se/research/1189208/v…

Redeye provides an update following Addnode’s Q3 beat, driven by DM and PM. Redeye raises its EBITA estimates, but lowers its Base Case to SEK99 (102) as a higher risk-free rate offsets them. $ANOD redeye.se/research/1187328/a…

Redeye updates its estimates and valuation following MedCap’s Q3 2026 report. Sales were in line with our estimate, while adjusted EBITA beat by c16% on a 20.9% margin. We nudge down our fair value to SEK600 (SEK620), mainly on a higher WACC. $MCAP redeye.se/research/1189176/m…

Moderna and Merck have now shown in phase 3 at ESMO that a cancer vaccine can reduce the risk of relapse, and Redeye has interviewed Mendus CEO Erik Manting about what this breakthrough means for the market and where vididencel fits in. $IMMU redeye.se/research/1189154/m…

Redeye has interviewed Ependion’s CEO, Jenny Sjödahl, who comments on the third quarter, in which Ependion posted strong growth while earnings reached a new all-time high, and shares her view on the market climate. $EPEN redeye.se/research/1189150/e…

Redeye comments ahead of RaySearch’s Q3 report on 3 November, expecting the delayed US orders to lift Q3 to sales of SEK399m (+20% y/y) and EBIT of SEK112m (28% margin). Redeye sits at the top of the consensus range and sees Q3 as the key test of whether the H1 setback was purely a matter of timing. $RAY redeye.se/research/1189145/r…

Redeye comments on BioInvent presenting the complete Part B cohort of BI-1808 plus pembrolizumab in platinum-resistant ovarian cancer at ESMO 2026. With 34 evaluable patients (25 at ASCO), the objective response remained at 24%, and median PFS was 4.1 months under RECIST and 10.3 months under iRECIST. $BINV redeye.se/research/1189109/b…

Redeye provides an update following Modelon’s Q3 report, which was overall in line with Redeye’s forecasts, with ARR returning to sequential growth after five quarters of decline. $MODEL redeye.se/research/1188882/m…

Redeye updates on Evolution after Q3-results which were in line with our expectations. While the provisional ban on online gambling in Brazil creates uncertainty for the region and results in lowered estimates, our underlying assumptions excluding Brazil remain largely unchanged. $EVO redeye.se/research/1189097/e…

Redeye provides an update following Stille’s Q3 report, where sales came in slightly below Redeye’s expectations while EBIT exceeded both Redeye’s estimates and consensus. $STIL redeye.se/research/1188794/s…

Redeye talks with BioInvent’s CEO Martin Welschof and CMO Andres McAllister about the updated data from 34 patients treated with BI-1808 and pembrolizumab in platinum-resistant ovarian cancer, and about the next steps. $BINV redeye.se/research/1188838/b…

Redeye has interviewed Lagercrantz’s CEO, Jörgen Wigh, about the strong Q2 2026/27 report, with 12% organic growth and EBT up 24%. They also discuss margins and cost inflation, the weaker spot in Control, the company’s growing presence in the UK through acquisitions, and the key priorities for the second half of the year. $LAGR redeye.se/research/1188837/l…

Redeye followed up with Safeture’s CEO, Magnus Hultman, for additional insights into Q3 highlights on ARR, NRR, and churn, as well as the outlook. $SFTR redeye.se/research/1188859/s…

Redeye provides an update following OXE Marine’s Q3 report, where the company quite unexpectedly reached EBITDA break-even, with gross margins surging on a very favourable sales mix. The company’s market outlook remains cautious. $OXE redeye.se/research/1189015/o…

Redeye provides an update following Gapwaves’ Q3 report, where net sales of SEK9.0m were 40% below Redeye’s estimate. $GAPW redeye.se/research/1188841/g…