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
  createdAt
  changedAt
  isPremium
  authors {
    __typename
    name
    pageUrl
    id
  }
  companies {
    name
    pageUrl
    id
  }
  tags {
    name
    id
  }
  ... on Video {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
  ... on Webcast {
    liveTime
    videoUrl
    videoEmbedUrl(location: "inderes")
  }
}

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
      researchContentUrl
      researchContent {
        title
        lang
        pdfUrl
        relatedContent {
          __typename
          ...PublishingDetails
          ...Reactions
          id
        }
        content {
          title
          lang
          slug
          htmlBody
          publishedAt
          createdAt
          changedAt
          isOutdated
          isPremium
        }
      }
    }
    ... 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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
    }
  }
}


redeye-genovis-q3-review-a-soft-quarter-ahead-of-a-strong-q4

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

changedAt

Genovis delivers biotechnology tools and technology platforms to the life sciences and pharmaceutical industries. The company develops enzyme and inhibitor technologies that facilitate, or are integral parts of, a wide range of processes from basic research to pharmaceutical manufacturing and diagnostics. The company operates on a global scale, with customers primarily in North America, Europe and East Asia. Genovis was founded in 1999 and is headquartered in Kävlinge.

A bit of a monologue here. Oh well, at least I won’t start arguing with myself.  The annual report provides more detail on the reflections I shared above.  I hope to get answers from the AGM to at least these:  how much of the 2025 growth came from ADC? (core revenue +17%, currency-adjusted +23%) when will the first milestone payment arrive? what will be Sequrna’s realistic contribution to the results? are there new licensing agreements in the pipeline? is a share issue needed?             storage.mfn.se              annual-report-genovis-2025.pdf

Time for the AGM. The management remains the same, and the remuneration system is being refined, linking it specifically to the development phase (dividends are not the target). Authorization is requested for a share issue of 6.6 million shares (which would mean a 10% dilution as such). I wonder if this signals some kind of acquisition? Authorization is also requested for the buyback of own shares (10%) (could this also be related to an acquisition?) In any case, the impression is that the company is preparing for sufficient strategic room for maneuver in developing its operations “a step higher” in the food chain. Continuing as a hopeful holder, even though these have been years of suffering. SEB raised its target to 32 kronor (30) and Nordea to 31 (30) at the beginning of April.                   Nordnet              Nordnet    Tee säästämisestä osakkeisiin & rahastoihin hauskempaa. Sijoittaminen osakkeisiin, rahastoihin ja ETF:iin ilman tarpeettomia kuluja. Tervetuloa Suomen tyytyväisimpien sijoittajien joukkoon! Avaa tili jo tänään!

Nordnet              Nordnet    Tee säästämisestä osakkeisiin & rahastoihin hauskempaa. Sijoittaminen osakkeisiin, rahastoihin ja ETF:iin ilman tarpeettomia kuluja. Tervetuloa Suomen tyytyväisimpien sijoittajien joukkoon! Avaa tili jo tänään!                             Genovis and Plasmidsaurus Introduce SEQguard™ Dino Preserve — Enabling Ambient-Temperature RNA Shipping for Next-Generation Sequencing More news is coming.  “When a small biotech company starts rapidly publishing many positive but not yet decisive news items, it’s often a sign that either a major breakthrough is coming – or they are trying to build a narrative towards one.”

I see this as a much more positive step than the previous news, moving towards participating in drug manufacturing technology rather than selling enzymes for others to research. So, two different lines are being built: Research tools and Therapeutics licensing.  This new move has a really big upside. One could even call it exponential. BUT: there are no royalties, so it wouldn’t get Kevin O’Leary excited. I’m eagerly awaiting the first milestone payments.

Good that business is good. It seems to me that Genovis is a premier enzyme supplier whose products have unique properties and thus pricing power. I’m holding this with a small weighting, waiting for better times.

What does the council think about today’s news?                   MFN – 25 Mar 26              Genovis Enters Non-Exclusive License Agreement for EndoS2 Enzyme Te...    Genovis AB announces that it has entered into a non-exclusive, worldwide license agreement with a US-based private biotech company, granting rights to use Genovis’ proprietary EndoS2 enzyme techn...

There is a lot of potential there to establish Genovis’s services as an “essential” part (a standard?) of the early stages of drug development—assuming that G is able to provide better and more reliable data quality. If successful, this would also mean scaling volume without additional sales effort. Or am I understanding this correctly?

Genovis

Redeye views Genovis' soft Q3 as a bump on the road ahead of a strong Q4. We share the CEO's view that the weakest period has passed, and while the stock trades in bear case territory, the growth...

<div class="mfn-body"><p>Redeye views Genovis' soft Q3 as a bump on the road ahead of a strong Q4. We share the CEO's view that the weakest period has passed, and while the stock trades in bear case territory, the growth outlook for 2026 remains positive.</p><p><a rel="noopener" href="https://www.redeye.se/research/1137814/genovis-q3-update-a-soft-quarter-ahead-of-a-strong-q4?utm_source=MFN&amp;utm_medium=pmcour">Read more and download the Research Update.</a><br>&nbsp;<br>Follow companies at Redeye to receive the latest equity research within Life Science and Technology.<br>&nbsp;<br>This is a press release from Redeye - Research Powered Investment Banking. <a rel="noopener" href="https://www.redeye.se/">www.redeye.se/</a></p></div><div class="mfn-footer mfn-attachment mfn-attachment-general"><p><strong class="mfn-heading-1">Attachments</strong></p><hr><p><a rel="noopener" href="https://storage.mfn.se/8c69ea1d-1d4d-4df6-82d1-3b4899a1e028/genovis-q3-review-a-soft-quarter-ahead-of-a-strong-q4.pdf" class="mfn-generated mfn-primary">Genovis (Q3 Review) - A soft quarter ahead of a strong Q4</a></p></div>

Redeye: Genovis (Q3 Review) - A soft quarter ahead of a strong Q4

Redeye: Genovis (Q3 Review) - A soft quarter ahead of a strong Q4