I forbindelse med Lundbecks Q1 2026-regnskab har vi opdateret vores investeringscase, der nu afspejler den opjusterede 2026 guidance, de seneste pipeline-fremskridt og konsensusrevisionerne i bidrag fra pipelinen efter 2030.
Following Wirtek's Q1 2026 interim report, we have updated our investment case to reflect the first full quarter of impact from the new strategy launched last year. Our investment case covers the key investment reasons and risks and valuation perspectives.
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We have made only minor adjustments to our Ascelia Pharma one-pager following the Q1 2026 results. With less than two months remaining until the July 3 PDUFA date, the report itself contained limited new information, and the investment case stays largely intact.
We have updated our One-pager investment case on Gubra to reflect the Q1 2026 trading statement, the revised CRO guidance, and the clinical newsflow across the pipeline. The quarter has incrementally strengthened the D&P-driven equity value case, while the CRO downgrade has only a limited impact on our valuation framework given the segment's modest share of total enterprise value.
Raisios regnskabsmeddelelse for Q1 overgik vores forventninger, men ifølge vores vurdering fik Q1-resultatet en vis støtte fra timing-relaterede faktorer og repræsenterer derfor ikke fuldt ud en ny normal. Guidancen er som forventet uændret.
Starbreeze's Q1 results missed our already-cautious estimates on both revenue and profitability, with player engagement remaining weak despite recent game updates.
Endomines offentliggjorde en forventet stærk regnskabsmeddelelse for 1. kvartal. Aktiekursen har efter vores mening indhentet den skarpeste stigning på det seneste.
Kvartalets ordreindgang og kommentarer til Q2 var dog mere forsigtige end vores forventninger, hvilket resulterede i, at vi sænkede vores estimater en smule.
