A members network for financial professionals and private investors. We keep our eyes focused on Nordic Tech and Life Science based companies with global reach.

Stockholm, Sweden
Joined June 2010
Redeye comments on the outcome of Biovica’s rights issue. $BIOVIC redeye.se/research/1188803/b…
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Redeye provides an update on Annexin after the company’s Q3 report, which held no significant surprises. NEXUS is now fully recruited, and we see the coming months, with DR and RVO data, an FDA meeting and topline data in Q1 2027, as important steps towards a licensing agreement. $ANNX redeye.se/research/1188307/a…
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AVTECH's net sales fell 16% in Q3 after LATAM cut its short-haul use, yet the company stayed profitable and now has qualified discussions with about 40 airlines. Redeye has interviewed CEO David Rytter on what airlines pay AVTECH for, where the trials from the summer stand, how an airline gets from a first dialogue to a signed contract, why the cost base has grown, and what has to happen in 2027 for recurring revenue to grow again. $AVT redeye.se/research/1188757/a…
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Redeye comments on Alligator Bioscience’s Q3 report, the first full quarter since the company refocused on its financial interest in HLX22. $ATORX redeye.se/research/1188390/a…
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Redeye comments on today’s announcements that Nanologica has updated its strategy, appointed board member Mark Quick as new Group CEO and resolved to carry out a partially secured rights issue of units of approximately SEK110.5m, with an option to issue up to an additional SEK10m in case of oversubscription. $NICA redeye.se/research/1188653/n…
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Redeye leaves a comment following ExpreS2ion’s Phase I update for ES2B-C001, in which the company announced that all 19 planned patients have now been enrolled and started treatment, while the primary readout has been moved from end-2026 to Q1 2027. $EXPRS2 redeye.se/research/1188690/e…
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Redeye har intervjuat Active Biotech om myelofibros-studierna i Europa och USA, vägen fram till fas II-data och vad de senaste miljardaffärerna inom myelofibros kan betyda för värdet av tasquinimod. $ACTI redeye.se/research/1188378/a…
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Enea's net sales fell 5% in Q3 as customers postponed key deals, yet management keeps both its 2026 guidance and its 2028 targets. Redeye has interviewed CEO Teemu Salmi on what went wrong in the quarter, how the pipeline has moved over the past year, what has been done and what remains of the growth plan launched last November, whether war and memory prices will still shape operators' spending in two to three years, and what has to happen in 2027 for the 2028 ambition to hold. $ENEA redeye.se/research/1188379/e…
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Redeye's equity analyst interviews BONESUPPORT's CEO, Torbjörn Sköld, following the strong Q3 report. $BONEX redeye.se/research/1188467/b…
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Redeye provides an update following BONESUPPORT’s Q3 report, which beat Redeye’s estimates and consensus on sales and EBIT, with US CERAMENT G growth accelerating sharply. $BONEX redeye.se/research/1188380/b…
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Redeye provides an update following Xvivo’s Q3 report, which beat Redeye’s estimates and consensus on sales and EBIT. The share reacted negatively, likely on concerns over LBE’s transition to its own EVLP system, which could create a revenue headwind in 2027. While Redeye acknowledges this uncertainty, it believes growing European heart sales and increasing XPS adoption among other US customers and OPOs should help offset the impact. $XVIVO redeye.se/research/1188492/x…
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Redeye comments ahead of SSH’s Q3 report on 28 October, expecting net sales of EUR5.6m (+4% y/y) and EBITDA of EUR0.0m, down from EUR0.8m a year ago, as delayed larger orders hit the quarter. The valuation effect is minor, with Redeye’s fair value at EUR2.6 (2.7). $SSH1V redeye.se/research/1188386/s…
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Redeye provides an update following Enea’s Q3 report, which missed Redeye’s expectations on net sales and adjusted EBITDA. Redeye lowers its Base Case to SEK70 (90), but the stock still screens as cheap with a fair value of SEK88.1. $ENEA redeye.se/research/1188450/e…
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Redeye provides an update following Vitrolife’s Q3 report, with sales 4% above consensus, driven by 21% organic growth in Technologies, while the adjusted EBITDA margin of 30.5% was slightly below expectations. $VITR redeye.se/research/1188297/v…
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Redeye provides an update following Hexatronic’s Q3 report, which clearly beat Redeye’s expectations, with adjusted EBITA 16% above its forecast, led by Data Center. Redeye raises its EBITA estimates for 2027-2028e by 2-3% and its Base Case to SEK46 (44). $HTRO redeye.se/research/1187224/h…
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Redeye provides an update following Guldbrev’s Q3 report, which showed continued progress but missed Redeye’s expectations. Redeye reduces its near-term estimates while still expecting healthy figures in the coming quarters in absolute terms. $GULD redeye.se/research/1188118/g…
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Redeye comments on Binero Group’s Q3 trading update, which supports Redeye’s current full-year forecast and valuation. redeye.se/research/1188102/b… $BINERO
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Redeye has interviewed Hexatronic’s CEO Rikard Fröberg, who talks about the third quarter, including the decision to reverse the downsizing of the Clinton factory, the demand situation in Harsh Environment, and the accelerating growth in Data Center. Fröberg also comments on the bottlenecks for some input materials and talks about what is next for Hexatronic. $HTRO redeye.se/research/1188274/h…
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