Added to YB: 2026-09-01
Pitch date: 2026-08-30
RARE [bullish]
Ultragenyx Pharmaceutical Inc.
-1.06%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
Company Info
Ultragenyx Pharmaceutical Inc., a biopharmaceutical company, focuses on the identification, acquisition, development, and commercialization of novel products for the treatment of rare and ultra-rare genetic diseases in North America, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$2.5B
Pitch Price
$25.45
Price Target
40.00 (+59%)
Dividend
N/A
EV/EBITDA
-7.08
P/E
-4.39
EV/Sales
4.59
Sector
Biotechnology
Category
special_situation
Ultragenyx ($RARE): A Catalyst-Driven Thesis With Asymmetric Upside
RARE: The position is being managed as a catalyst-driven swing from a $26.03 entry: GENGLYCOS’s approval and Bedford manufacturing authorization appear to improve the odds of UX111 approval at the September 19 decision, while the pivotal Aspire readout remains the largest upside and risk. The plan is to trim 25-50% if UX111 lifts the shares toward $35-40 before Aspire and de-risk more aggressively above $40.
Read full article (10 min)