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Eckert & Ziegler (EUZ) investor relations material
Eckert & Ziegler 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company Overview and Global Presence
Operates over 20 sites worldwide, with headquarters in Berlin and 17–20 locations, enabling proximity to customers in medical and industrial sectors.
Generates up to €300 million in revenue with about 1,085 employees and a management board spanning North America, Europe, and South America.
Revenue is split between North/South America and Europe, with a growing presence in China and Asia through joint ventures.
Business Segments and Product Portfolio
Two main segments: isotope industry and medical, with 2024 revenue split nearly evenly and higher profit margins in medical.
Isotope segment includes products for oil well logging, density, and level measurement, as well as waste management and decontamination.
Medical segment focuses on radioligand therapy, producing radioisotopes for cancer treatment and diagnostic imaging.
Offers generators (e.g., Technetium-99, Gallium-68), implants, and hot cells for secure handling of radioactive materials.
Market Trends and Growth Outlook
Nuclear medicine market projected to reach $30 billion by 2030, with 18% CAGR from 2025–2029, driven by increased patient numbers and pharma investment.
High demand for radiopharmaceuticals, especially Lu-177 and Ac-225, supported by numerous clinical trials and new therapy approvals.
Patient treatment numbers for lutetium-based products projected to multiply fivefold in five years, with actinium also poised for significant growth.
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