Added to YB: 2025-07-28
Pitch date: 2025-07-24
MRVI [bullish]
Maravai LifeSciences Holdings, Inc.
+32.84%
current return
Author Info
No bio for this author
Company Info
Maravai LifeSciences Holdings, Inc., a life sciences company, provides products that enable the development of drug therapies, vaccines, drug therapies, cell and gene therapies, and diagnostics North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin and Central America.
Market Cap
$527.9M
Pitch Price
$2.71
Price Target
5.50 (+53%)
Dividend
N/A
EV/EBITDA
-12.75
P/E
-4.32
EV/Sales
4.36
Sector
Life Sciences Tools and Services
Category
special_situation
Why MRVI’s mRNA Footprint Is a Strategic Asset in Play
MRVI: Reshoring CDMO trends favor $460M replacement cost of mRNA capacity (230k sqft). Base business doing $50M EBITDA + double-digit pre-COVID growth. Valuation: $5.50/share based on $1B BST segment (18x EBITDA like Waters/BD deal) + $450-500M Trilink. Previous takeover rumors $8-9/share; TMO, Agilent, DHR potential acquirers.
Read full article (1 min)