Genovis: Paradigm Play
Research Update
2020-04-07
07:30
Redeye lowers 2020 estimates in anticipation of a transition year for Genovis, a cutting-edge enzymes producer, but ups its long-term fair value following company visits and a review of the case. The emerging paradigm shift in bioprocessing plus solid fundamentals promises superior long-term growth. Falls in the stock in the challenging current environment would provide entry points to a compelling case whose best is yet to come. Genovis remains on Redeye’s Conviction Buy List.
HÖ
AH
Håkan Östling
Anders Hedlund
Disclosures and disclaimers