Added to YB: 2025-10-02
Pitch date: 2025-09-30
SOBI.ST [bullish]
Swedish Orphan Biovitrum AB (publ)
+38.58%
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
SEK 123.5B
Pitch Price
SEK 289.80
Price Target
385.00 (-4%)
Dividend
N/A
EV/EBITDA
12.22
P/E
261.61
EV/Sales
4.74
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)