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.

AH

Håkan Östling

Anders Hedlund

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