Added to YB: 2025-10-28
Pitch date: 2025-10-24
CVAC [bullish]
CureVac N.V.
-5.96%
current return
Author Info
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Company Info
CureVac N.V., a biopharmaceutical company, focuses on developing various transformative medicines based on messenger ribonucleic acid (mRNA).
Market Cap
$1.0B
Pitch Price
$5.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.68
P/E
5.38
EV/Sales
1.33
Sector
Biotechnology
Category
growth
CureVac (CVAC) — The mRNA Toll Road
CVAC: mRNA platform w/ foundational IP moat in sequence engineering/process controls. Gen-2 pipeline w/ GSK targets higher translational efficiency. Multi-year cash runway enables IP monetization via toll-road economics vs chasing volume. Key catalysts: IP settlements, Gen-2 readouts showing dose-sparing/durability vs rivals, COGS gains for tender competitiveness. Risk: adverse IP rulings, partner concentration, competitive curves from self-amplifying RNA.
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