Diskusjon Triggere Porteføljer Aksjonærlister

Navamedic (NAVA)

60% kursoppgang hittil i år og godt skodd for videre oppgang i 2022.
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Norne tar opp analysedekning med kursmål 50:

“A pharma gem that begins to sparkle”

“We initiate coverage of Navamedic, a pharmaceutical company that supplies hospitals and pharmacies with medicine and medical nutrition products. Navamedic offering notably in the obesity and consumer health sectors leads strong revenue growth. Over the past few years, the company has made significant changes in its management, company structure and strategy. Navamedic is well on track to reach its mid-term ambitious goals of becoming a NOK 500m revenue company with 15% EBITDA margin. We also see solid upside potential and issue a Buy recommendation with a DCF-based TP of NOK 50/share.”

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Navamedic ASA: Invitation to 2021 Fourth quarter presentation

Navamedic ASA launches SmectaGO[®] - an innovative on-the-go product for treatment of diarrhea

Navamedic ASA: Resultater for fjerde kvartal 2021

Navamedic ASA: Q4 2021 financial results

Navamedic delivered its 4Q21 report with promising figures. Revenues came in at NOK 90.2m vs NOK 84.3m expected by us. This indicates a YoY revenue growth for 2021 at 33%, even higher than the increased guidance of 30% in the December update. Gross margin was at 42% and already higher than that mid-term guidance of 40%. EBITDA has came in at NOK 7.6m vs NOK 6.7m expected by us. With a 4Q EBITDA margin of 8.4%, Navamedic is well on their way to reach the mid-term goal of 15% EBITDA margin. Lower than expected EPS were mainly caused by higher depreciation and negative exchange rate differences. (Nornes kommentar idag)

Høyner kursmålet:

" Even stronger growth with improving profitability

Navamedic has announced its 4Q results with exceptionally high YoY revenues, powered by Specialty pharma and MySimba ® growth. With a strong momentum moving forward, we raise our revenue growth expectations for 2022 and increase our TP to NOK 53/sh (50)." (Norne)

Navamedic: Annual report 2021

Navamedic ASA acquires Impolin AB and broadens obesity portfolio

https://www.largestcompanies.no/bedrift/Impolin-AB-472179/regnskap-og-nokkeltall

Navamedic ASA acquires Impolin AB and bolsters its product portfolio

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Navamedic ASA: Invitation to 2022 first quarter presentation

Navamedic ASA: Resultater for første kvartal 2022

Navamedic ASA: Notice of Annual General Meeting

NAVAMEDIC ASA: RESOLUTION TO INCREASE THE SHARE CAPITAL IN CONNECTION WITH EXERCISE OF EMPLOYEE OPTIONS

Navamedic ASA – Mandatory notification of trade by primary insider

Navamedic ASA completes acquisition of Impolin AB and issues consideration shares