Investors have concerns about RemeGen's commercialization performance, which is related to its disorganized pipeline layout. RemeGen may be the first to fall behind its peers. We lowered our forecast.
Boomeranged on Wed, 27 Sep 2023 10:23
RemeGen's share price performed well recently. But we think it could be a good time for investors to consider offload - The Company is actually facing big challenges in commercialization, with lower-than-expected sales so far. As analyzed in this insight, RemeGen's 23H2 results could be disappointing, and we are conservative about its 2023 full year results. Valuation could pull back afterwards.
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