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labulll.bsky.social @labulll.bsky.social · 23/06/2025

Nya NATO-målen innebär att 5% av ländernas BNP ska investeras i försvar, varav 3.5% i vapensystem och 1.5% i cybersäkerhet och infrastruktur. Aktiemarknaden drar Sectra 5% på detta ser det ut som... Sectras cybersecuritydel omsatte 400 mkr 2024/25, 13% av Sectras omsättning. Det växte 10.8%.

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labulll.bsky.social @labulll.bsky.social · 06/06/2025

"Game-changing" The regulator’s official recognition of Sarepta’s platform represents “a game-changing move” for cell and gene therapies, Audrey Greenberg, a venture partner at the Mayo Clinic wrote in a LinkedIn post on Wednesday evening. www.biospace.com/fda/sarepta-...

biospace.com

Sarepta Wins FDA’s Platform Technology Designation, Marking ‘Critical Shift’ in Gene Therapy Development

The Platform Technology Designation, which predates the current FDA leadership, is designed to streamline the drug development and review process, particularly for rare diseases.

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labulll.bsky.social @labulll.bsky.social · 15/05/2025

SUS. Stark rapport igår, aktien nu -4% YTD och underperformar marknaden trots att 1) Man levererar simulering till världens mest avancerade robot, dV5 med 100% attach-rate (PM 15 januari), 2) Licensintäkterna som periodvis varit en besvikelse växte till rekordnivå i Q1 och slog prognoserna.

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labulll.bsky.social @labulll.bsky.social · 08/05/2025

AZT Q1 comments. First, stating the obvious. 23 million in sales and -3,7 million in EBITDA looks bad. But if you look below the headlines here, there are many positive developments. The main reason for the miss is Thermo Fisher. Thermo amounted to 11 million in Q1 2024 or 37% of sales. Now 9%...

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