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 CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...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
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

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


scibase-prepares-to-enter-italy-through-a-sales-and-distribution-partnership

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Nordic ER Development, Analyst

Antti Luiro

SciBase Holding is a global medical technology group specialized in diagnostics and prevention in dermatology. The company develops, produces and commercializes Nevisense, a patient-centered platform that combines AI (artificial intelligence) with EIS technology to enable early detection and intervention of skin cancer and other skin diseases. Nevisense is based on over 20 years of research at Karolinska Institutet, the headquarters are in Stockholm.

Scibase Holding

SciBase's new partner, Kilabs, is an Italy-based distributor of medical technologies focused on several specialties, including dermatology. The announced partnership should help provide SciBase with a distribution and sales channel in Italy. 

SciBase&apos;s new partner, Kilabs, is an Italy-based distributor of medical technologies focused on several specialties, including dermatology. The announced partnership should help provide SciBase with a distribution and sales channel in Italy. According to the press release, SciBase will now adapt Nevisense for the Italian market to meet regulatory requirements, while Kilabs will prepare for a market launch expected in H1/2025. In our view, the partnership should provide an effective way to enter a new market without requiring significant investment from SciBase. Our estimates already anticipate strong growth and continued customer wins, so the news has no immediate impact on our estimates or view on the stock.
<h2 class="MsoNormal">Efficient way to open yet another market </h2>
In practice, the announcement should help SciBase enter a new market and is likely a trade-off with long-term sales margins and upfront investment. We believe that partnering is clearly the right choice for new market entry at this stage. In our view, SciBase&apos;s main near-term priority is to ensure progress towards cash flow neutrality, while strictly prioritizing cash burn to the most impactful initiatives. In this case, a partnered entry into Italy, if successful, could help achieve cash flow neutrality more quickly without significant upfront investment. In April SciBase <a href="https://www.inderes.se/analyst-comments/scibase-enters-uae-through-a-sales-and-distribution-partnership">announced</a> a similar partnership to enter the United Arab Emirates.
We did not have the Italian entry in our books for SciBase, but given the partnership structure, we see the news as positive for the company. The news has no immediate impact on our estimates or view of the company. Our estimates already include the assumption that SciBase has clear success in winning and ramping up several new customers, especially within the skin cancer application area (2023-2026 annual revenue growth ~30-60 % p.a.), and continuous signs of customer wins and their ramp-up progress are needed to support our estimates.