Professional
Added to YB: 2025-01-31
Pitch date: 2025-01-07
BVNRY [bullish]
Bavarian Nordic A/S
+11.23%
current return
Author Info
No bio for this author
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
DKK 9.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.49
P/E
10.46
EV/Sales
1.75
Sector
Biotechnology
Category
growth
Protean Small Cap New Position: Bavarian Nordic A/S
BVNRY: Danish vaccine co. Strong travel vaccine franchise (rabies, TBE) growing. TBE benefits from climate change. Potential for acquisitions in neglected travel vaccine segment. Jynneos (smallpox/monkeypox) adds optionality. Consolidating production to improve margins by 2025. Reduced risk profile with growing core business.
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