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Paxman (PAX) investor relations material
Paxman DNB Carnegie Småbolagsdag summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and mission
Specializes in medtech cryotherapy to manage chemotherapy side effects, focusing on hair loss and developing solutions for peripheral neuropathy.
Aims to provide global access to scalp cooling and neuropathy treatments, regardless of income or location.
Operates in 60 markets, with the U.S. as the primary growth focus.
Growth, revenue, and market opportunity
Achieved approximately 30% year-on-year growth over the past eight years, driven by U.S. market entry.
Currently treats less than 1% of eligible global patients, indicating significant untapped potential.
Revenue growth expected to accelerate with changes in the reimbursement landscape.
Industry evolution and patient impact
Shift in cancer care from survival to holistic patient well-being, increasing demand for supportive care.
Patient impact and team growth are key motivators; reimbursement challenges remain a primary frustration.
- TimeTickerHeadlineOpen
- 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebNVDA
AI-driven digital twins and real-time simulation will transform engineering and manufacturing. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position. - 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth.
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