@labulll.bsky.social
Enea. Billig och med tydliga strukturella drivare. Cybersäkerhet, nationell säkerhet, AI.
www.redeye.se/research/111...
www.redeye.se/research/111...
Enea: Q2’25 interview with CEO Teemu Salmi
Redeye meets Enea's new CEO, Teemu Salmi, to discuss the experience he brings to the company, the Q2 results and beyond.
www.redeye.se
July 16, 2025 at 7:25 PM
Enea. Billig och med tydliga strukturella drivare. Cybersäkerhet, nationell säkerhet, AI.
www.redeye.se/research/111...
www.redeye.se/research/111...
Nya NATO-målen innebär att 5% av ländernas BNP ska investeras i försvar, varav 3.5% i vapensystem och 1.5% i cybersäkerhet och infrastruktur.
Aktiemarknaden drar Sectra 5% på detta ser det ut som... Sectras cybersecuritydel omsatte 400 mkr 2024/25, 13% av Sectras omsättning. Det växte 10.8%.
Aktiemarknaden drar Sectra 5% på detta ser det ut som... Sectras cybersecuritydel omsatte 400 mkr 2024/25, 13% av Sectras omsättning. Det växte 10.8%.
June 23, 2025 at 11:52 AM
Nya NATO-målen innebär att 5% av ländernas BNP ska investeras i försvar, varav 3.5% i vapensystem och 1.5% i cybersäkerhet och infrastruktur.
Aktiemarknaden drar Sectra 5% på detta ser det ut som... Sectras cybersecuritydel omsatte 400 mkr 2024/25, 13% av Sectras omsättning. Det växte 10.8%.
Aktiemarknaden drar Sectra 5% på detta ser det ut som... Sectras cybersecuritydel omsatte 400 mkr 2024/25, 13% av Sectras omsättning. Det växte 10.8%.
"Game-changing"
The regulator’s official recognition of Sarepta’s platform represents “a game-changing move” for cell and gene therapies, Audrey Greenberg, a venture partner at the Mayo Clinic wrote in a LinkedIn post on Wednesday evening.
www.biospace.com/fda/sarepta-...
The regulator’s official recognition of Sarepta’s platform represents “a game-changing move” for cell and gene therapies, Audrey Greenberg, a venture partner at the Mayo Clinic wrote in a LinkedIn post on Wednesday evening.
www.biospace.com/fda/sarepta-...
Sarepta Wins FDA’s Platform Technology Designation, Marking ‘Critical Shift’ in Gene Therapy Development
The Platform Technology Designation, which predates the current FDA leadership, is designed to streamline the drug development and review process, particularly for rare diseases.
www.biospace.com
June 6, 2025 at 2:30 PM
"Game-changing"
The regulator’s official recognition of Sarepta’s platform represents “a game-changing move” for cell and gene therapies, Audrey Greenberg, a venture partner at the Mayo Clinic wrote in a LinkedIn post on Wednesday evening.
www.biospace.com/fda/sarepta-...
The regulator’s official recognition of Sarepta’s platform represents “a game-changing move” for cell and gene therapies, Audrey Greenberg, a venture partner at the Mayo Clinic wrote in a LinkedIn post on Wednesday evening.
www.biospace.com/fda/sarepta-...
SUS. Stark rapport igår, aktien nu -4% YTD och underperformar marknaden trots att 1) Man levererar simulering till världens mest avancerade robot, dV5 med 100% attach-rate (PM 15 januari), 2) Licensintäkterna som periodvis varit en besvikelse växte till rekordnivå i Q1 och slog prognoserna.
May 15, 2025 at 9:04 AM
SUS. Stark rapport igår, aktien nu -4% YTD och underperformar marknaden trots att 1) Man levererar simulering till världens mest avancerade robot, dV5 med 100% attach-rate (PM 15 januari), 2) Licensintäkterna som periodvis varit en besvikelse växte till rekordnivå i Q1 och slog prognoserna.
AZT Q1 comments. First, stating the obvious. 23 million in sales and -3,7 million in EBITDA looks bad. But if you look below the headlines here, there are many positive developments. The main reason for the miss is Thermo Fisher. Thermo amounted to 11 million in Q1 2024 or 37% of sales. Now 9%...
May 8, 2025 at 4:02 PM
AZT Q1 comments. First, stating the obvious. 23 million in sales and -3,7 million in EBITDA looks bad. But if you look below the headlines here, there are many positive developments. The main reason for the miss is Thermo Fisher. Thermo amounted to 11 million in Q1 2024 or 37% of sales. Now 9%...
Dumpat X. Make Elon Poor Again.
March 10, 2025 at 7:55 AM
Dumpat X. Make Elon Poor Again.