Q2 2025 CellaVision AB Earnings Call Transcript

Jul 17, 2025 / 09:00 AM GMT

Transcript

Key Points

Positve

CellaVision AB (FRA:C26) sees significant market potential in the bone marrow application, estimating it to be a billion-dollar opportunity annually.
The company is expanding the addressable market for its DC one platform, targeting large lab segments with its bone marrow analysis capabilities.
CellaVision AB (FRA:C26) maintains a strong focus on innovation, with ongoing investments in R&D expected to drive future value creation.
The company has a healthy balance sheet with 55 million in cash and limited loans, providing financial stability.
Pricing strategies have been a positive contributor, with annual price adjustments expected to impact future quarters positively.

Negative

Order implementation timelines have been slightly prolonged, now taking 2 to 9 months, which could affect revenue recognition.
There have been issues with a component in the D line, impacting DC one sales, particularly in the US market.
R&D costs have increased, particularly due to external lab validations for the bone marrow program, affecting short-term profitability.
The company faces challenges in integrating acquisitions due to its focus on building a cohesive digital ecosystem.
Demand in small labs in the US has softened, partly due to internal issues with the smearing component, affecting sales.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CEVI.ST - CellaVision AB
Q2 2025 CellaVision AB Earnings Call
Jul 17, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Orders, are placed by labs, then, even though we can take many years, and then we typically set 2 to 6 a month. But now we're seeing, we hear that it's probably more 2 to 9 months. So there is a, there's a little bit more slack in when the orders come in, and then when is the, when is everything in line to actually do the implementation. When our resources at the laboratories, IT, etc. Available for the actual implementation. So that, that's a little bit prolonged, but it's not significantly, but it is prolonged.

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Unidentified_2 [2]
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Great.

Thank you very

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