Added to YB: 2026-05-06
Pitch date: 2026-05-03
BAVA.CO [bullish]
Bavarian Nordic A/S
Author Info
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Company Info
Bavarian Nordic A/S develops, manufactures, and supplies life-saving vaccines. The company offers non-replicating smallpox and monkeypox vaccines under the IMVAMUNE, IMVANEX, and JYNNEOS names; rabies vaccine for human use under the Rabipur/RabAvert name; tick-borne encephalitis vaccine under the Encepur name; Vaxchora, an oral vaccine for immunization against cholera; and Vivotif/Typhoral, an oral vaccine for immunization against typhoid fever.
Market Cap
DKK 14.1B
Pitch Price
N/A
Price Target
240.00
Dividend
N/A
EV/EBITDA
6.49
P/E
10.46
EV/Sales
1.75
Sector
Biotechnology
Category
value
Bavarian Nordic $BAVA.CO can be best approached as a contract-visibility, cash-flow-inflection story.
BAVA.CO: Net-cash vaccine co w/ Travel Health + Public Preparedness annuity. 2026 guide: DKK 5.0-5.2B rev, ~25% EBITDA margin. Trading 9x EV/EBITDA (~DKK 188/share). Vimkunya chikungunya vaccine upside as FDA suspended competing Ixchiq. Market discounts as lumpy vs sustainable base. PT DKK 240 on guidance delivery, ongoing DKK 500M buyback, Travel Health growth. CEO transition risk.
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