FMP
Jan 12, 2022 3:48 AM - Davit Kirakosyan
Analyst at Oppenheimer spoke with NovoCure Limited (NASDAQ:NVCR) management following the company’s pre-announced Q4 revenue, which came in at $133.2 million, missing the consensus estimate of $152.5 million.
The key takeaways of the meeting include the following:
(1) While the miss was across geographies, EMEA accounted for the largest miss due in part to a $4 million impact from new contracting in Germany.
(2) 2022 active user growth of 2-5% implies a downward revision to Oppenheimer’s revenue estimates.
(3) limited disruption to clinical trials from COVID.
The analysts lowered their GBM estimates across geographies for 2022 and beyond, now expecting total 2022 sales to be $561.5 million, compared to their previous $619.9 million estimate. While the analysts maintained their Perform rating, they view risk/reward outlook as improving and are focused on Metis study as an attractive path to the intermediate-term upside.
Sep 11, 2023 - Rajnish Katharotiya
During this post we are going to perform an industry analysis with Python. We will build, analyse and compare all stocks operating within an industry. To do so, we will pick an industry and get all important financial metrics for companies operating in that industry. Then, we will use a couple of fi...
Sep 11, 2023 - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 - Rajnish Katharotiya
Would you like to know how your portfolio is performing and how much risk you are taking? In this post, you will learn how to measure portfolio risk and calculate portfolio returns using Python. We will see step by step how to calculate the risk and returns of a portfolio containing four stocks Appl...