Medivir (Q4 review): Directed Issue Unlocked Significant Value - Redeye

Redeye returns with a full update following Medivir’s Q4 report. We add two programmes, MIV-711 in osteogenesis imperfecta and MIV-701 in veterinary dental care. Both have blockbuster potential and add significant value to our sum-of-the-parts valuation. They transform Medivir from a single-asset company into a pipeline company with parallel value-creation pathways and lower total risk. We also lowered our WACC following the improved owner structure after the recent share issue to Carl Bennet AB.

Länk till analysen i sin helhet: https://www.redeye.se/research/1154316/medivir-q4-review-directed-issue-unlocked-significant-value?utm_source=finwire&utm_medium=RSS