2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧32 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.3. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·14 t sittenI have a question regarding the 54 hospitals where Bioporto has closed a deal. I've become unsure if Bioporto has closed deals with all 54 hospitals before June 31st in Q2, or did he mean that they had closed deals with the 54 hospitals in total, up to August 20th, when there was a webcast?yes guidance is 60+ hospitals in 2026. As I wrote, I just watched the H1 webcast again, and it wasn't a waste of time, because this second time I heard that CB stated that we should probably expect the next guidance to be conditional, and not, as before, set in stone. The conditional guidance will naturally be about the number of hospitals they close deals with. (Based on previous webcasts, we have been explained that it works like this in the USA. There is a board that sets the budget for one year at a time, and they usually include a buffer. Therefore, we have seen that early in the year, Q1 and Q2, only a few hospitals close a deal with Bioporto, and late in the year. In Q3, the board can see if there is anything left from the mentioned buffer, and if there is, the board will approve an agreement for the NGAL test. But in Q4, they can see if there is room in the budget, if so, they will start to get agreements with Bioporto at this time. This has been the reason why Bioporto has traditionally received most agreements in Q4) But that was before KDIGO's various recommendations. It is clear to see that KDIGO's recommendations, which were published at the end of March, have been the direct reason why they have gained so many hospitals in Q2, because in Q1 they had gained 4 hospitals. With that in mind, it is natural that CB and KW cannot provide a fixed guidance, because as they say, we should expect it to be moved one or more times. If that happens, it will also affect guidance for 2027, 2028 and onwards. My expectations are that: When they have gained 54 hospitals in H1, I think that they will, at a minimum, close deals with at least as many or more in H2.
1 päivä sitten"Takeover a plausible scenario We view BioPorto as a potential acquisition target given the scalability of ProNephro and the likely relatively modest transaction size for large diagnostics companies. Based on past Nordic healthcare transactions, we estimate a potential deal could be executed at c7x EV/sales or c20x EV/EBITDA. We use our 2032e forecasts as a normalised year, reflecting global rollout of ProNephro and more representative margins. Discounting the implied valuation to present value using a 16.5% WACC (in line with our DCF) implies an equity value of DKK5.1–6.1 per share." DNB Carnegie, 20. august 2026, side 4
·3 päivää sittenDear Bioporto The studies you are conducting!: Were concrete test kits from your "bad" batches used? Are we - next! - to expect/accept that the test kits you used could originate from your faulty tests?! Is the next news that your studies have been compromised? What about thinking a bit ahead? Take responsibility! Create trust!!!!: But you don't! ARE YOUR USED KITS FROM THE BATCH IN QUESTION???? Just think a bit!!!!Bagerbrød they have cleaned up after this batch. According to CB, no customers have complaints about it. Everything is 10-4. It is being discussed in the webcast.- ·3 päivää sittenDNB Carnegie's comment on Q2 2026: "Validation trial on track; KDIGO next catalyst – H1 review H1 earnings missed our forecasts as effects from the product recall were above our expectations, but we focus on the ProNephro US adult validation study, which we see as on track for a data readout in H2 2027. Fair value range of DKK0.5–3.0 per share reiterated. H1 review – solid execution and estimate changes. H1 sales were ~3% below our forecast (~14% above adjusted for the DKK2.8m negative impact from the product recall). In our view, this suggests a solid underlying trend in NGAL sales. Reported EBIT was DKK16m including effects from the sale of the antibodies business, offsetting negative effects from the recall. Full- year guidance was maintained but we cut our 2026e adj. EPS by ~15% due to higher opex, while raising 2027–28e by 5–6% on higher gross margin assumptions, driven by sales mix. Adult US ProNephro validation trial on track. BioPorto and the FDA aligned on the US adult validation study design earlier this year, expanding the study size to ~900 patients (~500 in the cut-off study). The first US clinical site was activated on 18 August. Thus, we believe the clinical trial (NCT07751913) remains well on track with expected readout in H2 2027. KDIGO guidelines likely the next catalyst. We expect a decision on KDIGO guidelines for NGAL biomarker tests as early as Q4 2026. Based on KDIGO’s public acute kidney injury (AKI) review, we still consider inclusion as likely, which in our view would provide validation of ProNephro and support broader clinical adoption. ProNephro is already FDA approved for paediatric use, CE-marked internationally, and globally available for RSUO, while we expect adult FDA approval in 2027. For the adult indication alone, we apply a 90% probability of approval and forecast a 27.9% CAGR (2028–45e), with a risk-adjusted NPV of DKK1.8 per share. Fair value range of DKK0.5–3.0 per share reiterated, based on a risk-adjusted SOTP NPV (16.5% WACC, 1.4x beta and 5% liquidity premium): the upper end reflects an additional 10% annual revenue growth and 1% annual EBITDA margin expansion from our forecasts over 2026– 45; the lower end assumes no FDA approval of ProNephro for adults.I don't think we should call it an actual price target. "Fair value" is rather an interval - "that won't cause surprise" if the price is within it. Giving an actual price target is a bigger investment for the one who announces it, because it is a concrete prediction. I believe that - as the next step - a concrete price target might come, but right now, there are great uncertainties regarding the next milestones: KDIGO?, approval? etc. Regards. Bagerbrød
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧32 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sittenI have a question regarding the 54 hospitals where Bioporto has closed a deal. I've become unsure if Bioporto has closed deals with all 54 hospitals before June 31st in Q2, or did he mean that they had closed deals with the 54 hospitals in total, up to August 20th, when there was a webcast?yes guidance is 60+ hospitals in 2026. As I wrote, I just watched the H1 webcast again, and it wasn't a waste of time, because this second time I heard that CB stated that we should probably expect the next guidance to be conditional, and not, as before, set in stone. The conditional guidance will naturally be about the number of hospitals they close deals with. (Based on previous webcasts, we have been explained that it works like this in the USA. There is a board that sets the budget for one year at a time, and they usually include a buffer. Therefore, we have seen that early in the year, Q1 and Q2, only a few hospitals close a deal with Bioporto, and late in the year. In Q3, the board can see if there is anything left from the mentioned buffer, and if there is, the board will approve an agreement for the NGAL test. But in Q4, they can see if there is room in the budget, if so, they will start to get agreements with Bioporto at this time. This has been the reason why Bioporto has traditionally received most agreements in Q4) But that was before KDIGO's various recommendations. It is clear to see that KDIGO's recommendations, which were published at the end of March, have been the direct reason why they have gained so many hospitals in Q2, because in Q1 they had gained 4 hospitals. With that in mind, it is natural that CB and KW cannot provide a fixed guidance, because as they say, we should expect it to be moved one or more times. If that happens, it will also affect guidance for 2027, 2028 and onwards. My expectations are that: When they have gained 54 hospitals in H1, I think that they will, at a minimum, close deals with at least as many or more in H2.
- 1 päivä sitten"Takeover a plausible scenario We view BioPorto as a potential acquisition target given the scalability of ProNephro and the likely relatively modest transaction size for large diagnostics companies. Based on past Nordic healthcare transactions, we estimate a potential deal could be executed at c7x EV/sales or c20x EV/EBITDA. We use our 2032e forecasts as a normalised year, reflecting global rollout of ProNephro and more representative margins. Discounting the implied valuation to present value using a 16.5% WACC (in line with our DCF) implies an equity value of DKK5.1–6.1 per share." DNB Carnegie, 20. august 2026, side 4
- ·3 päivää sittenDear Bioporto The studies you are conducting!: Were concrete test kits from your "bad" batches used? Are we - next! - to expect/accept that the test kits you used could originate from your faulty tests?! Is the next news that your studies have been compromised? What about thinking a bit ahead? Take responsibility! Create trust!!!!: But you don't! ARE YOUR USED KITS FROM THE BATCH IN QUESTION???? Just think a bit!!!!Bagerbrød they have cleaned up after this batch. According to CB, no customers have complaints about it. Everything is 10-4. It is being discussed in the webcast.
- ·3 päivää sittenDNB Carnegie's comment on Q2 2026: "Validation trial on track; KDIGO next catalyst – H1 review H1 earnings missed our forecasts as effects from the product recall were above our expectations, but we focus on the ProNephro US adult validation study, which we see as on track for a data readout in H2 2027. Fair value range of DKK0.5–3.0 per share reiterated. H1 review – solid execution and estimate changes. H1 sales were ~3% below our forecast (~14% above adjusted for the DKK2.8m negative impact from the product recall). In our view, this suggests a solid underlying trend in NGAL sales. Reported EBIT was DKK16m including effects from the sale of the antibodies business, offsetting negative effects from the recall. Full- year guidance was maintained but we cut our 2026e adj. EPS by ~15% due to higher opex, while raising 2027–28e by 5–6% on higher gross margin assumptions, driven by sales mix. Adult US ProNephro validation trial on track. BioPorto and the FDA aligned on the US adult validation study design earlier this year, expanding the study size to ~900 patients (~500 in the cut-off study). The first US clinical site was activated on 18 August. Thus, we believe the clinical trial (NCT07751913) remains well on track with expected readout in H2 2027. KDIGO guidelines likely the next catalyst. We expect a decision on KDIGO guidelines for NGAL biomarker tests as early as Q4 2026. Based on KDIGO’s public acute kidney injury (AKI) review, we still consider inclusion as likely, which in our view would provide validation of ProNephro and support broader clinical adoption. ProNephro is already FDA approved for paediatric use, CE-marked internationally, and globally available for RSUO, while we expect adult FDA approval in 2027. For the adult indication alone, we apply a 90% probability of approval and forecast a 27.9% CAGR (2028–45e), with a risk-adjusted NPV of DKK1.8 per share. Fair value range of DKK0.5–3.0 per share reiterated, based on a risk-adjusted SOTP NPV (16.5% WACC, 1.4x beta and 5% liquidity premium): the upper end reflects an additional 10% annual revenue growth and 1% annual EBITDA margin expansion from our forecasts over 2026– 45; the lower end assumes no FDA approval of ProNephro for adults.I don't think we should call it an actual price target. "Fair value" is rather an interval - "that won't cause surprise" if the price is within it. Giving an actual price target is a bigger investment for the one who announces it, because it is a concrete prediction. I believe that - as the next step - a concrete price target might come, but right now, there are great uncertainties regarding the next milestones: KDIGO?, approval? etc. Regards. Bagerbrød
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.3. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 |
2026 Q2 -tulosraportti
UUTTA
4 päivää sitten
‧32 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 20.8. | ||
2026 Q1 -tulosraportti 21.5. | ||
2025 Q4 -tulosraportti 26.3. | ||
2025 Q3 -tulosraportti 19.11.2025 | ||
2025 Q2 -tulosraportti 15.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·14 t sittenI have a question regarding the 54 hospitals where Bioporto has closed a deal. I've become unsure if Bioporto has closed deals with all 54 hospitals before June 31st in Q2, or did he mean that they had closed deals with the 54 hospitals in total, up to August 20th, when there was a webcast?yes guidance is 60+ hospitals in 2026. As I wrote, I just watched the H1 webcast again, and it wasn't a waste of time, because this second time I heard that CB stated that we should probably expect the next guidance to be conditional, and not, as before, set in stone. The conditional guidance will naturally be about the number of hospitals they close deals with. (Based on previous webcasts, we have been explained that it works like this in the USA. There is a board that sets the budget for one year at a time, and they usually include a buffer. Therefore, we have seen that early in the year, Q1 and Q2, only a few hospitals close a deal with Bioporto, and late in the year. In Q3, the board can see if there is anything left from the mentioned buffer, and if there is, the board will approve an agreement for the NGAL test. But in Q4, they can see if there is room in the budget, if so, they will start to get agreements with Bioporto at this time. This has been the reason why Bioporto has traditionally received most agreements in Q4) But that was before KDIGO's various recommendations. It is clear to see that KDIGO's recommendations, which were published at the end of March, have been the direct reason why they have gained so many hospitals in Q2, because in Q1 they had gained 4 hospitals. With that in mind, it is natural that CB and KW cannot provide a fixed guidance, because as they say, we should expect it to be moved one or more times. If that happens, it will also affect guidance for 2027, 2028 and onwards. My expectations are that: When they have gained 54 hospitals in H1, I think that they will, at a minimum, close deals with at least as many or more in H2.
- 1 päivä sitten"Takeover a plausible scenario We view BioPorto as a potential acquisition target given the scalability of ProNephro and the likely relatively modest transaction size for large diagnostics companies. Based on past Nordic healthcare transactions, we estimate a potential deal could be executed at c7x EV/sales or c20x EV/EBITDA. We use our 2032e forecasts as a normalised year, reflecting global rollout of ProNephro and more representative margins. Discounting the implied valuation to present value using a 16.5% WACC (in line with our DCF) implies an equity value of DKK5.1–6.1 per share." DNB Carnegie, 20. august 2026, side 4
- ·3 päivää sittenDear Bioporto The studies you are conducting!: Were concrete test kits from your "bad" batches used? Are we - next! - to expect/accept that the test kits you used could originate from your faulty tests?! Is the next news that your studies have been compromised? What about thinking a bit ahead? Take responsibility! Create trust!!!!: But you don't! ARE YOUR USED KITS FROM THE BATCH IN QUESTION???? Just think a bit!!!!Bagerbrød they have cleaned up after this batch. According to CB, no customers have complaints about it. Everything is 10-4. It is being discussed in the webcast.
- ·3 päivää sittenDNB Carnegie's comment on Q2 2026: "Validation trial on track; KDIGO next catalyst – H1 review H1 earnings missed our forecasts as effects from the product recall were above our expectations, but we focus on the ProNephro US adult validation study, which we see as on track for a data readout in H2 2027. Fair value range of DKK0.5–3.0 per share reiterated. H1 review – solid execution and estimate changes. H1 sales were ~3% below our forecast (~14% above adjusted for the DKK2.8m negative impact from the product recall). In our view, this suggests a solid underlying trend in NGAL sales. Reported EBIT was DKK16m including effects from the sale of the antibodies business, offsetting negative effects from the recall. Full- year guidance was maintained but we cut our 2026e adj. EPS by ~15% due to higher opex, while raising 2027–28e by 5–6% on higher gross margin assumptions, driven by sales mix. Adult US ProNephro validation trial on track. BioPorto and the FDA aligned on the US adult validation study design earlier this year, expanding the study size to ~900 patients (~500 in the cut-off study). The first US clinical site was activated on 18 August. Thus, we believe the clinical trial (NCT07751913) remains well on track with expected readout in H2 2027. KDIGO guidelines likely the next catalyst. We expect a decision on KDIGO guidelines for NGAL biomarker tests as early as Q4 2026. Based on KDIGO’s public acute kidney injury (AKI) review, we still consider inclusion as likely, which in our view would provide validation of ProNephro and support broader clinical adoption. ProNephro is already FDA approved for paediatric use, CE-marked internationally, and globally available for RSUO, while we expect adult FDA approval in 2027. For the adult indication alone, we apply a 90% probability of approval and forecast a 27.9% CAGR (2028–45e), with a risk-adjusted NPV of DKK1.8 per share. Fair value range of DKK0.5–3.0 per share reiterated, based on a risk-adjusted SOTP NPV (16.5% WACC, 1.4x beta and 5% liquidity premium): the upper end reflects an additional 10% annual revenue growth and 1% annual EBITDA margin expansion from our forecasts over 2026– 45; the lower end assumes no FDA approval of ProNephro for adults.I don't think we should call it an actual price target. "Fair value" is rather an interval - "that won't cause surprise" if the price is within it. Giving an actual price target is a bigger investment for the one who announces it, because it is a concrete prediction. I believe that - as the next step - a concrete price target might come, but right now, there are great uncertainties regarding the next milestones: KDIGO?, approval? etc. Regards. Bagerbrød
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt