Bactiguard: Trauma license agreement updated - SEB

Our revisions are material, as we remove the US contribution from the Zimmer Biomet deal, given that the partnership now only covers markets in which sales have already commenced, are expected to be launched, or where regulatory approvals are in place. Bactiguard may find other partners, but we do not include that in our estimates. The key to the equity story and for the financial targets to be reached is to secure new deals, in our view.

Länk till analysen i sin helhet: https://research.sebgroup.com/corporate/reports/139291