Analyser av Bonesupport

BONESUPPORT: CMS final rule confirms reimbursement improvements - Redeye

CMS has published the FY2027 IPPS final rule, confirming the proposed DRG reclassification for CERAMENT G in the treatment of complex orthop...

Redeye • 03 aug 08:04

BONESUPPORT (Q2 Review): Several catalysts before the next report - Redeye

The market focused on the revised 2026 sales growth target rather than another quarter of improving profitability and 40% CER sales growth f...

Redeye • 17 jul 08:18

BONESUPPORT (Q2 Initial take): In line with expectations but modest guidance change - Redeye

The deviation in Q2 was relatively insignificant, but the company's comments on lower-than-expected sales growth in Q2, together with a slig...

Redeye • 16 jul 08:48

BONESUPPORT (Q2 preview): Positioned for an eventful H2 2026 - Redeye

Redeye shares its preview of BONESUPPORT’s Q2 2026 results, due July 16.

Redeye • 26 jun 08:06

BONESUPPORT: Key takeaways from the 2026 CMD - Redeye

We found the CMD informative of BONESUPPORT’s ongoing clinical study pipeline, spinal fusion indication broadening timeline, and appreciated...

Redeye • 27 maj 08:04

BONESUPPORT (Q1 Review): Solid quarter and approaching catalysts - Redeye

Q1 2026 showed continued excellent FCF conversion and BONESUPPORT’s best-ever q/q local-currency absolute sales development for CERAMENT G i...

Redeye • 23 apr 08:28

BONESUPPORT (Q1 Initial take): Slight miss on PnL, strong free cash flow - Redeye

We believe the market will appreciate BONESUPPORT's strong free cash flow and the upcoming triggers and events, but a slight PnL miss might ...

Redeye • 22 apr 08:56

BONESUPPORT: CMS proposals support increasing US roll-out - Redeye

CMS has proposed changes to reimbursement and coding for CERAMENT G/V that could improve procedure economics and reduce operational barriers...

Redeye • 15 apr 12:08

Bonesupport (Q1 preview): Q1 to support YTD share momentum - Redeye

Redeye shares its preview of Bonesupport Q1 2026 results, due April 22.

Redeye • 13 apr 12:53

BONESUPPORT (Q4 Review): Entering a 2026 full of inflexion points - Redeye

For 2026, the story remains the same: profitable sales growth for a company whose stock has dropped significantly, with ever-strengthening l...

Redeye • 25 feb 08:45

BONESUPPORT (Q4 Initial take): Strong EBIT margin, softer FCF conversion - Redeye

The EBIT margin came in at 26% and, in absolute terms, beat the consensus by 15%.

Redeye • 24 feb 08:53

BONESUPPORT (Q4 Preview): Adding to the preliminary sales figures - Redeye

Preliminary sales are known at SEK313m, and we forecast a SEK62m EBIT, corresponding to a 20% margin.

Redeye • 16 feb 13:23

BONESUPPORT: Revising our estimates - Redeye

Redeye provides updated estimates and a new fair value range for BONESUPPORT following the preliminary Q4 2025 sales figures and 2026 sales ...

Redeye • 14 jan 12:25

BONESUPPORT: Strong preliminary Q4 sales and confident outlook for 2026 - Redeye

Redeye comments on BONESUPPORT's announced preliminary Q4 2025 sales and sales growth target for 2026e.

Redeye • 14 jan 09:27

BONESUPPORT: Addressing circulating short-seller arguments - Redeye

In this research note, Redeye address some of the identified short case arguments circulating and discuss the share price collapse of 2025.

Redeye • 19 dec 2025 08:15

BONESUPPORT: FDA decides on De Novo for CERAMENT V - Redeye

The change from a 510k back to its original De Novo pathway is mostly a non-event for the case.

Redeye • 02 dec 2025 10:44

BONESUPPORT (Q3 Review): Still just getting started - Redeye

Redeye returns with a more in-depth take on the Q3 report.

Redeye • 24 okt 2025 10:52

BONESUPPORT (Q3 Initial take): Slight miss, but accelerating long-term fundamentals - Redeye

Redeye gives its initial take on BONESUPPORT’s Q3 report.

Redeye • 23 okt 2025 11:04

BONESUPPORT (Q3 preview): On track for continued expansion - Redeye

Redeye shares its preview of BONESUPPORT’s Q3 2025 results, due October 23.

Redeye • 16 okt 2025 15:40

Bonesupport: NTAP, an expected positive - Redeye

Redeye is encouraged by the NTAP for CERAMENT G used in trauma, as it aids in the company’s early-stage roll-out in this particular indicati...

Redeye • 13 aug 2025 13:21

BONESUPPORT Q2: Still puttin’ on the ritz - Redeye

Redeye returns with a more in-depth take on the Q2 report.

Redeye • 16 jul 2025 08:46

BONESUPPORT Q2: Initial take – just below consensus, Fx still a headwind - Redeye

Redeye gives its initial take on BONESUPPORT’s Q2 report.

Redeye • 15 jul 2025 09:28

BONESUPPORT: Redeye Q2 2025e preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q2 2025 results, due July 15.

Redeye • 30 jun 2025 08:10

BONESUPPORT: Going through CEO changes - Redeye

Redeye comments on BONESUPPORT’s CEO change announced yesterday.

Redeye • 29 apr 2025 14:48

BONESUPPORT Q1: Bulldozers will bulldoze - Redeye

Redeye returns with a more in-depth take on the Q1 report.

Redeye • 25 apr 2025 12:45

BONESUPPORT Q1: Bulldozers will bulldoze - Redeye

Redeye returns with a more in-depth take on the Q1 report.

Redeye • 25 apr 2025 11:18

BONESUPPORT Q1: Initial take – solid fundamentals, burdened by Fx headwinds - Redeye

Redeye gives its initial take on BONESUPPORT’s Q1 report.

Redeye • 24 apr 2025 13:00

BONESUPPORT: Redeye Q1 2025e preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q1 2025 results, due April 24.

Redeye • 10 apr 2025 14:13

BONESUPPORT Q4: Operating leverage set to accelerate - Redeye

Redeye returns with more flesh on the bone regarding the Q4 report.

Redeye • 26 feb 2025 08:10

BONESUPPORT Q4: Initial take – slight miss on sales, big beat on EBIT - Redeye

Redeye notes yet another strong quarter with a doubling of US CERAMENT G sales, a solid EBIT and a strong cash flow.

Redeye • 25 feb 2025 09:07

BONESUPPORT: Redeye Q4 2024e preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q4 2024 results, due February 25.

Redeye • 17 feb 2025 10:52

BONESUPPORT: Off-label use led to severe adverse event - Redeye

Redeye provides its comment on the news of the severe adverse event that occurred in the use of off-label CERAMENT BVF in the US.

Redeye • 24 jan 2025 15:54

BONESUPPORT Q3: Surprising on US sales and EBIT - Redeye

Redeye increases its fair value range following a closer look at the report.

Redeye • 25 okt 2024 11:17

BONESUPPORT Q3: Initial take – sales in line, beat on EBIT - Redeye

Redeye sees another quarter in which BONESUPPORT delivers well on sales (beating our US CERAMENT G sales figures), and we expect the market ...

Redeye • 24 okt 2024 11:57

BONESUPPORT: Redeye Q3 2024e preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q3 2024 results, due October 24.

Redeye • 11 okt 2024 12:55

BONESUPPORT: Great news cementing our confidence in the case - Redeye

Redeye embraces the positive results from the SOLARIO trial, and we argue that the company has ticked one more box for leading a paradigm sh...

Redeye • 26 sep 2024 12:51

BONESUPPORT: Ahead of the SOLARIO data - Redeye

Redeye provides some thoughts on and background to the SOLARIO study, which will be presented next week on September 26.

Redeye • 20 sep 2024 14:23

BONESUPPORT Q2: Strong development, but more leg room for the share - Redeye

Redeye sees that BONESUPPORT is well-equipped to surpass its new 50% 2024e sales growth target, and we positively reconsider our US CERAMENT...

Redeye • 12 jul 2024 08:53

BONESUPPORT Q2: Initial take – beat on sales, miss on EBIT - Redeye

Redeye sees that the sales beat and updated sales growth target for 2024e will excite the market.

Redeye • 11 jul 2024 09:31

BONESUPPORT: Redeye Q2 2024e preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q2 2024e results, due 11 July.

Redeye • 01 jul 2024 12:30

Bonesupport: Here is what investors are asking - Redeye

See what other investors are asking and the answers from Redeye's dedicated analyst in the latest Analyst Q&A.

Redeye • 02 maj 2024 10:55

BONESUPPORT Q1: Short-sighted reaction on solid report - Redeye

Redeye is encouraged to see a slightly higher-than-expected sales development for US CERAMENT G and a strong EBIT margin, cementing the thes...

Redeye • 25 apr 2024 15:20

BONESUPPORT Q1: Initial take – Sales in line, stronger EBIT - Redeye

Redeye notes that Q1 sales were in line with our estimate, and the EBIT was 29% above our forecast.

Redeye • 25 apr 2024 09:18

BONESUPPORT: Leading an ongoing paradigm shift - Redeye

Redeye revisits its market share assumptions for BONESUPPORT’s extremities business.

Redeye • 19 apr 2024 10:59

Bonesupport: FDA clearance for trauma indication - Redeye

Redeye embraces the FDA clearance for the trauma indication using CERAMENT G in the US.

Redeye • 14 mar 2024 09:02

Bonesupport: Clearance for interbody spinal fusion earlier than expected - Redeye

Redeye is encouraged to see the interbody spinal fusion clearance coming several months ahead of our estimated timeline.

Redeye • 06 mar 2024 08:31

BONESUPPORT Q4: Uncalled share drop gives attractive entry points - Redeye

Redeye argues that the EBIT miss does not bring any concern to the longer-term profitability (or cash flow) outlook for BONESUPPORT and that...

Redeye • 19 feb 2024 07:28

Bonesupport: Redeye Q4 2023e preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q4 2023e results, due February 15.

Redeye • 05 feb 2024 12:12

BONESUPPORT: Broadening CERAMENT to spinal fusion - Redeye

Redeye embraces BONESUPPORT’s indication-broadening to spinal fusion communicated on the CMD.

Redeye • 01 dec 2023 08:45

BONESUPPORT: Rating review and our take on the upcoming CMD - Redeye

Redeye has reviewed its Company Quality Rating, which results in a somewhat lowered WACC, rendering some positive changes to our fair value ...

Redeye • 09 nov 2023 10:04

Bonesupport Q3: Buckle up for high top and bottom-line growth - Redeye

Redeye returns with more flesh on the bones and presents its estimate changes on the back of the Q3 report.

Redeye • 27 okt 2023 08:55

Bonesupport Q3: Initial take – the profitable growth journey begins - Redeye

Redeye provides its initial comment on BONESUPPORT’s Q3 report.

Redeye • 26 okt 2023 10:11

Bonesupport: Redeye Q3 2023e preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q3 2023e results, due October 26.

Redeye • 18 okt 2023 11:27

BONESUPPORT Q2: The US growth spurt continues - Redeye

Redeye raises its base case for BONESUPORT following the Q2 2023 report, where our US CERAMENT G sales estimates were once again beaten.

Redeye • 14 jul 2023 08:45

BONESUPPORT Q2: Initial take on the report - Redeye

Redeye is encouraged to see yet another quarter in which BONESUPPORT positively surprises us.

Redeye • 13 jul 2023 08:52

BONESUPPORT: Redeye Q2 2023 preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q2 2023e results, due July 13.

Redeye • 10 jul 2023 14:37

Bonesupport: USA-marknad öppnar sig - Analysguiden

Bonesupports första kvartal kom in över våra förväntningar och tillväxtutsikterna ser starka ut.

Analysguiden • 02 maj 2023 09:30

Q1: BONESUPPORT – crushing it - Redeye

Redeye reiterates its fair value range following a deeper dive into the Q1 report.

Redeye • 28 apr 2023 09:46

BONESUPPORT: Initial take on Q1 2023 results - Redeye

Redeye provides an initial take on BONESUPPORT’s Q1 results and we note another estimate beat on sales, resulting in a break-even operating ...

Redeye • 27 apr 2023 10:19

BONESUPPORT: Redeye Q1 2023 preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q1 2023e results, due April 27.

Redeye • 18 apr 2023 07:13

Bonesupport: Stark start på lansering - Analysguiden

Stark lansering i USA och aktien handlas välförtjänt på all-time-high.

Analysguiden • 28 feb 2023 08:56

BONESUPPORT: Redeye bull and bear case adjustments - Redeye

Redeye adjusts its bull and bear case due to a modelling error on terminal EBIT and terminal growth after the recent year-change.

Redeye • 17 feb 2023 08:42

BONESUPPORT Q4: Sales estimates beat again - Redeye

Redeye returns with a more in-depth take on BONESUPPORT’s Q4 report, rendering some changes to our financial estimates.

Redeye • 16 feb 2023 15:09

BONESUPPORT: Initial take on Q4 2022 results - Redeye

Redeye provides an initial take on BONESUPPORT’s Q4 results, and we are encouraged by the company beating our sales estimates.

Redeye • 16 feb 2023 10:44

Bonesupport: Redeye Q4 2022 preview - Redeye

Redeye shares its preview of BONESUPPORT’s Q4 2022e results and anticipates another record quarter.

Redeye • 25 jan 2023 09:30

Bonesupport: Omsvängning mot lönsamhet på gång - Analysguiden

Analysguiden noterar ett starkt tredje kvartal och en USA-lansering som är i full gång.

Analysguiden • 01 nov 2022 11:54

Bonesupport Q3: Keeps on beating our estimates - Redeye

Redeye reiterates its SEK 132 base case for BONESUPPORT following the Q3 report.

Redeye • 28 okt 2022 09:38

Bonesupport Q3: Positively surprised, beating our estimates - Redeye

Redeye embraces BONESUPPORT’s quarterly report, which again comes in with actual figures better than our estimates.

Redeye • 27 okt 2022 10:03

Bonesupport: Positively reviewed long-term outlooks - Redeye

Redeye raises its fair value range following a review of BONESUPPORT’s long-term potential.

Redeye • 25 okt 2022 09:05

Bonesupport: Fortsatt stark tillväxt - Analysguiden

Kommande lansering av Cerament G i USA öppnar en stor potentiell marknad.

Analysguiden • 08 sep 2022 10:36