May 30 2025
Healthcare
Recent Research
Uniphar, AGM statement
May 8 2025
CVS Group, CMA working paper on remedies
May 1 2025
CVS Group, Disposal of crematoria division
Apr 24 2025
hVIVO, FY2024 results
Apr 10 2025
Meet your Healthcare Research team
hVIVO
Trading update
hVIVO has announced that it has received notification of a significant contract cancellation alongside a postponement and a cancellation of a smaller study. This is due to uncertainty in...
Uniphar
AGM statement
Uniphar will have its AGM later this morning. Ahead of that, the company has confirmed that its capex programmes remain on track, it has reiterated its medium-term EBITDA target,...
CVS Group
CMA working paper on remedies
The Competition and Markets Authority (CMA) has published its working paper on remedies, which primarily focuses on improving disclosure in the market. There is the potential for some...
CVS Group
Disposal of crematoria division
After receiving an attractive offer of 10x EV/EBITDA for its crematoria division, CVS has announced its disposal for £42.4m. The capital will be recycled into further acquisitions in...
hVIVO
FY2024 results
hVIVO has published its FY2024 results. It provided the key figures for 2024 and guidance on 2025 in its January trading statement. 2024 was a record year for the company in terms of...
Uniphar
Upgrading forecasts and revisiting the investment case
Following the recent share buyback, we are upgrading our Uniphar EPS forecasts by 3% in both 2025 and 2026. We upgraded by 2% in January. EPS could accelerate higher post completion...
CVS Group
Updating our forecasts and revisiting the investment case
We lower our EPS forecasts by 5-6% each year from higher depreciation and interest charges associated with investments. There are further risks to forecasts looking ahead. However,...
CVS Group
H1 2025 results
CVS has reported H1 results in line with expectations and figures given in its trading statement on January 30th. We will leave our forecasts unchanged. The investment case continues...
Uniphar
FY2024 results and share buyback announcement
Uniphar has reported strong FY2024 results following its January trading statement. Strong organic growth has driven double-digit EPS growth and record free cashflow has lowered net...
Malin Corporation
FY2024 results and details of the latest tender offer
Malin has reported 2024 results and provided an updated net asset value (NAV) as at February 17th of €10.75/share. It has also provided details of its tender offer, which was...
