Added to YB: 2026-01-22
Pitch date: 2026-01-20
2181.HK [bullish]
Mabpharm Limited
+2%
current return
Author Info
No bio for this author
Company Info
Mabpharm Limited, a biopharmaceutical company, engages in research, development, production, and commercialization of drugs and biosimilar for cancers and autoimmune diseases in the People’s Republic of China.
Market Cap
HKD 1.8B
Pitch Price
HKD 0.50
Price Target
2.23 (+337%)
Dividend
N/A
EV/EBITDA
56.67
P/E
-48.03
EV/Sales
4.84
Sector
Biotechnology
Category
growth
Mabpharm: Profitable, Scalable, and Under the Radar
2181.HK (new position): China biotech w/ 40k liter capacity, 6th largest antibody manufacturer. 140% 3Y rev CAGR, 86% GM, just profitable. 3 approved biosimilars + biobetter, peak sales potential 3.7b CNY by 2030 vs 600m CNY 2025e (32% CAGR). 3.4x EV/Sales 2025e. Risk: low liquidity, gov pricing pressure.
Read full article (9 min)