Added to YB: 2025-10-02
Pitch date: 2025-09-30
SOBI.ST [bullish]
Swedish Orphan Biovitrum AB (publ)
+13.73%
current return
Author Info
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Company Info
Swedish Orphan Biovitrum AB (publ), a biopharma company, provides medicines in the areas of haematology, immunology, and specialty care in Europe, North America, the Middle East, Asia, and Australia.
Market Cap
N/A
Pitch Price
SEK 289.80
Price Target
385.00 (+17%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Swedish Orphan Biovitrum (SOBI): A Rare Opportunity
SOBI.ST: Swedish rare disease biopharma at inflection point after years of OPEX build-up. Altuvoct converting from short half-life factors + nibbling at Roche's Hemlibra (14.5% base case, 20% upside). Aspaveli expanding into kidney disorders. Beyfortus royalties offsetting Synagis decline despite Merck competition. DCF values at SEK 385 (+40% upside) on 8.5% revenue CAGR, EBITDA margin expanding +6.7pp to 42.5%.
Read full article (16 min)