Added to YB: 2026-01-19
Pitch date: 2026-01-14
INVA [neutral]
Innoviva, Inc.
-1.02%
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. engages in the development and commercialization of pharmaceutical products in the United States and internationally.
Market Cap
$1.5B
Pitch Price
$19.64
Price Target
35.00 (+80%)
Dividend
N/A
EV/EBITDA
6.31
P/E
12.95
EV/Sales
3.26
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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