Added to YB: 2026-01-19
Pitch date: 2026-01-14
INVA [neutral]
Innoviva, Inc.
+10.49%
current return
Author Info
Mr Deep-Value spends their days searching for absurdly cheap stocks and hidden value. They write about their best ideas. Sign up for the newsletter.
Company Info
Innoviva, Inc. operates as a biopharmaceutical company in the United States and internationally. Its royalty portfolio includes RELVAR/BREO ELLIPTA, a once-daily combination medicine consisting of a LABA, vilanterol, and an inhaled corticosteroid, and fluticasone furoate; ANORO ELLIPTA, a once-daily medicine combining a long-acting muscarinic antagonist, umeclidinium bromide, and ABA, VI.
Market Cap
$1.7B
Pitch Price
$19.64
Price Target
35.00 (+61%)
Dividend
N/A
EV/EBITDA
7.67
P/E
15.34
EV/Sales
3.96
Sector
Pharmaceuticals
Category
value
Pay for the Cash, Get the $200M Business Free - Innoviva, Inc.
INVA (watchlist): Trading at 1.7x TBV, basically pricing royalty cash ($1.35B remaining through 2030) = mkt cap ($1.40B), getting new IST drug platform free. IST revs grew 0→$150M, 46% YoY growth. XACDURO +99% YoY, ZEVTERA just launched, Zoliflodacin approved Dec. $35 price target.
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