Re : IBA
Salut tout le monde,
voici ce qu'on en dit chez Bolero ce matin. Je sais que je vais provoquer des levées de boucliers, mais ce qui m'interpelle est que leur rating est à "accumuler" avec obj de 39 €. Or on est au-dessus. Donc, vaut mieux rester à l'écart pour l'instant, à mon sens. A moins qu'il y aurait d'autres bonnes raisons ?
News:
IBA announces it has signed two new contracts with Proton Partners
International (PPI), to install two Proteus1 compact proton therapy solutions in
Reading and an undisclosed site in the UK. The contracts are effective as of
today.
The contracted solutions include Pencil Beam Scanning (PBS) and Cone
Beam CT (CBCT). The contracts also include a maintenance agreement. The
typical end-user price for a Proteus1 solution with a maintenance contract is
between € 35 and 40m.
These new centers will be the fifth and sixth that IBA will install for PPI.
Previously-ordered centers by PPI are currently being installed in Wales
(Newport), in England (Northumberland and London) and in Abu Dhabi, UAE.
These latest contracted Proteus1 will be the 15th and 16th installation of IBA’s
compact single-room proton therapy solution, globally. IBA has now sold 45
proton therapy centers worldwide
Analysis
IBA is currently the only company to offer compact PT solutions with PBS and
Cone Beam CT capabilities, key to deliver online, adaptive proton therapy. The
company can use this major competitive advantage to further increase its
market share at superior profitable level, early in the adoption phase of PT.
PPI is a private UK cancer treatment group which is fast rolling out compact
PT solutions in the UK, acting in the footsteps of the NHS larger centers build
up.
Conclusion
Despite a very attractive equity story, the shares have been relatively weak
recently, following the Q3 warning combined with a somewhat weaker orders
newsflow for PT. They should react positively to this news.
