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Read full report here:
https://content.inderes.se/assets/65332e2a-2e4a-444a-8e97-d5c162deecde
Key investment reasons:
NeoDynamic's ultrasound-guided biopsy technology NeoNavia® addresses an unmet need in the diagnosis of breast cancer, the most prevalent female cancer type. The breast cancer diagnostic market is expected to be a USD 1.7bn market worldwide by 2025.
Following an FDA approval of NeoNavia®, the primary value driver and focus for NeoDynamics is successful commercialization in the US market, where NeoDynamics is launching NeoNavia® with the FlexiPulse® during 2023.
As a needle ultrasound-guided biopsy, NeoNavia® competes in the premium segment of the breast biopsymarket, which allows NeoDynamics to price and compete based on clinical added benefits as opposed to cost competition.
Based on NeoDynamics’ expectations and assuming different levels of US market share and pricing etc.(see assumptions p. 8-9) our DCF-model indicates that the current market valuation of NeoDynamics implicitly reflects less than 10% of the value potential of a US launch in 2023 and a successful commercialization in the following years (medium market share scenario).