Efter aflæggelse af Q1 regnskabet afholdte Ambu’s ledelse med analytikerne, deres investorpræsentation som kan ses via dette link. Her har man mulighed for at høre Q&A med analytikerne efter ledelsens indledende præsentation.
Ambu indleder præsentationen sådan:
Key messages
Single-use endoscopy is one of the most attractive “new markets” in MedTech
▪ The COVID-19 pandemic makes healthcare systems more focused on infection control and open to single-use
endoscopy across all of our Visualization segments
▪ Medical authorities in both U.S. and Europe support transition to single-use with further incentives for rapid adoption
2 Ambu has a strong start to 2020/21 with 39% organic growth driven by 101% Visualization growth
▪ All regions in double-digit growth on the back of significant demand for aScope™ 4 Broncho.
Europe Visualization growth of 194% benefitted by NHS England COVID-19 special orders
▪ Multiple growth drivers – aScope™ RhinoLaryngo (ENT) and aScope™ Cysto – with potential for widespread adoption
▪ aScope™ Duodeno clinical trial and U.S. commercial launch has started. Early feedback on strategy to target
high volume ERCP centers looks promising
▪ In Q1 2020/21, we deliver an EBIT margin of 14.6% and neutral free cash flow before acquisitions of DKK 2m
Ambu will emerge as the leading single-use player on the back of its rich pipeline
▪ In 2020/21, we will start to penetrate GI with the launch of aScope™ Duodeno, aScope™ Colon and aScope™ Gastro
▪ 20 new product launches in the next three years will establish Ambu as the most innovative endoscopy player
▪ To ensure strategic and operational flexibility, Ambu intends to raise capital in an offering of new B-shares
