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Analyst Comment

ALK: Wrap up fra interview med CFO Claus Steensen Sølje og Head of IR Per Plotnikof

By Claus ThestrupCEO, Sweden
25.02.2025, 08.20
ALK-Abelló

Vi afholdte event med CFO Claus Steensen Sølje og Head of IR Per Plotnikof fra ALK ifm. deres helårsregnskab. Investorerne fik en kort introduktion selskabet af Per Plotnikof, herefter gennemgik Claus S. Sølje årets sidste kvartal samt highlights fra selskabets nye strategi.

Vi berørte blandt andet omkostningsudviklingen i Q4 og hvad omkostninger vedrører samt hvorfor de forventer faldende SG&A i 2025 på en øget aktivitet og sidst men ikke mindst omkostningsbesparelser fra 2024 og effekten på 2025.

Derudover taler vi lidt om tariffer i USA og hvordan det går med opbygning af nye salgskanaler. I Europa taler vi kort om hvilken effekt valget i Tyskland får på deres største marked.

Sidst afslutter vi eventet lidt omkring deres kapitalstrukturen

Lyt til interviewet her: ALK event

Disclaimer: HC Andersen Capital modtager betaling fra ALK for en Digital IR/Corporate Visibility aftale.
Claus Thestrup, kl. 8:15, 25-02-2025

ALK-Abelló

155.4DKK24.02.2025, 17.20

ALK is a global specialty pharmaceutical company focused on allergy and allergic asthma. It markets allergy immunotherapy treatments and other products and services for people with allergy and allergy doctors. Headquartered in Hørsholm, Denmark, ALK employs around 2,900 people worldwide and is listed on Nasdaq Copenhagen.

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