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Intro and Cap Structure - 2 Jul 25

Company & Industry - 2 Jul 25

Model - 2 Jul 25

Legal & Ownership Structure - 2 Jul 25

Investment Discussion - 2 Jul 25

 
SARRIA News -INTU
BioGroup - Changing Risk Reward - Model Update
Tomás Mannion
BioGroup - Changing Risk Reward - Model Update
Tomás Mannion

Please find our updated analysis on BioGroup here.

Following the investor day in January, the reported numbers are not, in isolation, credit-relevant. That said, revenue and EBITDA came in

Tomás Mannion
Tomás Mannion
BioGroup - comment
Tomás Mannion

Ahead of its FY25 conference call tomorrow at 1:00 pm, BioGroup released its Q4 and FY25 results. The figures came in

Tomás Mannion
Tomás Mannion
Biogroup - comment
Tomás Mannion

BioGroup is holding a Capital Markets Day in Paris today and in London tomorrow. We do not expect to make any material changes to our model

Tomás Mannion
BioGroup - Testing the pricing outlook - Model Update - Positioning
Tomás Mannion
BioGroup - Testing the pricing outlook - Model Update - Positioning
Tomás Mannion

Please find our updated analysis on BioGroup here. 

BioGroup’s results were broadly in line with expectations, supported by the clear guidance provided by the Company. We continue to question the

Tomás Mannion
Biogroup - comment
Tomás Mannion
Biogroup - comment
Tomás Mannion

Our projections were broadly accurate, with revenue €7m higher and EBITDA €4m higher than reported. However, we continue to find

Tomás Mannion