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
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      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
    }
  }
}


scibase-enters-uae-through-a-sales-and-distribution-partnership

__typename

title

isPremium

lang

htmlBody

summary

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.

The stock is surging for some reason. I don’t see any news, at least.

Now, apparently, a solution is being sought in connection with a share issue for this difficult capital structure due to TO2 warrants. Warrants are being converted into shares here, so that two warrants are exchanged for one share                    Inderes              The Board of Directors in SciBase resolves on an offer to repurchase...    The Board of Directors in SciBase Holding AB (publ) ("SciBase" or the "Company") has today resolved to make a repurchase offer for all 498,534,835 outstanding warrants of series TO 2 in the ...                             That TO2 warrant structure made the company’s valuation exceptionally complex during our company coverage, so, fundamentally, evaluating the company as an investment will become easier with this

Mistä noita warrantteja saa ostaa? Kuulostavat erittäin kiinnostavalta sijoitukselta jos juoksuaika on noin pitkä.

Kiitos näkemyksistä. Osaako kokeneemmat sijoittajat arvioida, onko kuinka yleistä, että optioiden käyttämisen aikaväli on asetettu noin pitkälle aina vuoteen 2029 kevääseen asti?  Tuntuu kovin pitkältä aikaväliltä. Tämä on kyllä iso hidaste kurssinousulle, vielä kun optioita on lunastettavissa niin valtava määrä. Vai miten te muut näette asian?

Mielenkiintoinen firma ja melanooman yleistymisen myötä markkinan luulisi kasvavan. Itse omistin tätä pienen erän, mutta noi warrantit tuntuvat estävän isomman kurssinousun. Lisäksi liikevaihdon kasvu on ollut sen verran hidasta, että uusi osakeanti (ja lisää warrantteja) taitaa olla taas edessä loppuvuodesta. Työntekijämäärä on nyt hieman kasvanut, ilmeisesti USA:n myyntiorganisaatiota on vahvistettu?

Juu seuranta tosiaan harmillisesti loppui jo tovi sitten niin meiltä ei ole tuoreita kommentteja saatavilla. Jos osakkeen hinnanmuodostusta miettii niin tämä kohta seurannan lopetuksesta on hyvin olennainen pitää mielessä:  We highlight that the high number of TO2 warrants (strike price SEK 0.42) has a significant impact on the valuation of the company and investors should evaluate the warrants’ claim on the company’s equity value when assessing the valuation of the stock.

Seurantasopimus irtisanottu ja seuranta loppui joulukuussa 2024:                  Inderes              SciBase: We are discontinuing coverage - Inderes    We are discontinuing our coverage of SciBase as the company has terminated the research service agreement. Consequently, we will no longer give the stock a target price (prev. 0.45 SEK) or recommendation (prev. Reduce).

Scibase Holding

SciBase’s new partner, Al Shirawi Healthcare solutions, is a Dubai-based distributor of medical technologies focusing on multiple specialties including dermatology. The announced partnership gives SciBase a distribution and sales channel in the United Arab Emirates (UAE). According to SciBase, the partnership enables them quick market access at a low investment cost.

SciBase&rsquo;s new partner, Al Shirawi Healthcare solutions, is a Dubai-based distributor of medical technologies focusing on multiple specialties including dermatology. The announced partnership gives SciBase a distribution and sales channel in the United Arab Emirates (UAE). According to SciBase, the partnership enables them quick market access at a low investment cost.
In practice, the announcement should help SciBase open a new market and is likely a tradeoff with long-term sales margins and up-front investments. We see partnering as clearly the right choice for entry into the UAE at this stage. In our view, SciBase&rsquo;s main short-term priority is to secure progress toward cash flow neutrality and to do this while strictly prioritizing cash burn to the most impactful initiatives. In this case, if successful, the UAE entry through a partner could support achieving cash flow neutrality faster without any significant up-front investments.
We did not have UAE entry in our books for SciBase yet but given the partnership setup, we see the news as positive for the company. The news do not have an immediate effect 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 usage area (2023-2026 annual revenue growth ~40-60 % p.a.), and continuous signs of customer wins and their ramp-ups progressing are needed to support our estimates.

SciBase enters UAE through a sales and distribution partnership

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