contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


redeye-genovis-q4-review-growth-and-a-big-cash-pile-at-rapidly-contracting-multiples

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Genovis operates in biotechnology. The main focus is on the development of enzymes used in various pharmaceuticals. The company's patented NIMT technology is developed to facilitate the LifeScience industry to conduct preclinical research. The company's products are resold under several brands. Genovis was established in 1999 and is headquartered in Lund.

It will be interesting to see in the future if Genovis has contributed to the development related to this enzyme                   uu.se              New enzyme reveals where and how often DNA damage occurs – Department of...    New enzyme reveals where and how often DNA damage occurs

MFN – 24 Jul 25              Genovis Expands License Agreement to Access Proprietary Enzyme Tech...    Genovis AB, a leading provider of innovative enzyme technologies, today announced an expansion of its license agreement with Thermo Fisher Scientific to gain access to proprietary enzyme technology...

When a well-performing company’s valuation is stuck in the lower leagues, the question arises when the big players will come and snatch a tasty morsel from the ecosystem. I had a discussion with Claude.ai about what kind of acquisition opportunities and ambitions Genovis evokes. "## Estimated Buyer Priorities Order of Probability: 1. Thermo Fisher (40% probability) - Largest and most active  2. Agilent (25% probability) - Strategic complementarity  3. Bio-Rad (20% probability) - Reagent focus  4. Danaher (10% probability) - Portfolio expansion  5. Others (5% probability) - More specialized players *Overall, I estimate the probability of an acquisition being 60-70% within the next 12-24 months, especially if Genovis continues strong performance but its stock price remains low." Highly probable for the following reasons: 1. Perfect strategic fit  Genovis’ SmartEnzymes™ technology complements the portfolios of major players Growing importance of RNA technologies (Sequrna partnership) Enzymes for therapeutic applications under development  2. Financial attractiveness  Low valuation (70% decline) makes the deal affordable Strong cash flow and profitability Growth of 21% in Q4/2024 - indicates healthy business  3. Market timing advantage  Buyers can leverage Genovis’ technology in their own products Rapid market expansion (North America, Europe, Asia) Access to specialized customer relationships  4. Consolidation trend As Leinco’s acquisition of Genovis’ antibody business Check out Genovis AB’s stock price (GENO-SE) in real time and Leinco’s acquisition of QED Biosciences Genovis AB (publ.) Stock Forecast: down to 27.555 SEK? - GENO Stock Price Prediction, Long-Term \u0026 Short-Term Share Revenue Prognosis with Smart Technical Analysis demonstrate, active consolidation is underway in the industry.*  As the bio-sector markets have clearly divided into winners and losers over the past three years, with companies focused on diabetes and obesity treatment dominating the winners, the operations of small developers, dependent on venture capital, are left behind. What thoughts does becoming an acquisition target evoke? Calliditas Therapeutics was an exit that ended in a slight disappointment for my own portfolio (more could have been gained after a long hold). Does Genovis have the means for an independent future?

They should really get that Xork licensed somewhere. I haven’t heard of any breakthroughs in AAV gene therapies this year. But it’s not an abandoned area yet.

Genovis also published its results:            investor.genovis.com              Genovis Investor Relations » Genovis AB Interim report January – March 2025                              And it went well, with record sales in enzymes. Revenue exceeded the analyst’s forecast by 13%, results roughly in line with expectations. A strengthened krona had a slight negative impact, but overall a very positive report, and the current quarter is also off to a good start. According to SEB, also good: buy 30 → 32 SEK

Redeye analyzed the Q4 results, now that the stock valuation is about 28, the views are: Bear 24, Base 53 Bull 104                  redeye.se              Genovis Q4 2024: Initial take    Redeye's provides its initial take on Genovis' year-end report which came in softer than we had estimated, albeit still showing strong growth in the enzyme business and expanding profitability. We an                             EDIT: those figures were old, here are the latest: We slightly lower our base case from SEK53 to SEK49, with our bull and bear cases at SEK100 (104) and SEK23 (24), respectively.

Q4                   MFN – 14 Feb 25              Genovis: Strong momentum: 21% growth in enzyme business and signifi...    October – December 2024 Net sales totaled SEK 27,936 (23,118) thousand, with a growth rate of 21%, including when adjusted for currency effects. Net sales, including the divested Antibody Busines...

Genovis

Redeye’s analyst just published a Research Update on Genovis.Click here to read the articleMake sure to add Genovis to your Watchlist at Redeye and our analysts will notify you if anything relevant...

<div class="mfn-body"><p>Redeye’s analyst just published a Research Update on Genovis.</p><p><strong><a rel="noopener" href="https://www.redeye.se/research/1148620/genovis-q4-review-growth-and-a-big-cash-pile-at-rapidly-contracting-multiples?utm_source=MFN&amp;utm_medium=pmcour">Click here to read the article</a></strong></p><p>Make sure to add Genovis to your Watchlist at Redeye and our analysts will notify you if anything relevant happens regarding your companies.</p><p>This is a press release from Redeye - Research Powered Investment Banking.&nbsp;<a rel="noopener" href="http://www.redeye.se/">www.redeye.se</a></p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a rel="noopener" href="https://storage.mfn.se/8b752748-320b-4082-a0cc-1d0fa14f8605/genovis-q4-review-growth-and-a-big-cash-pile-at-rapidly-contracting-multiples.pdf" class="mfn-generated mfn-primary">Genovis (Q4 review): Growth and a big cash pile at rapidly contracting multiples</a></p></div>