Professional
Added to YB: 2024-06-25
Pitch date: 2024-06-23
MRVI [bullish]
Maravai LifeSciences Holdings, Inc.
-50.48%
current return
Author Info
No bio for this author
Company Info
Maravai LifeSciences Holdings, Inc., a life sciences company, provides products that enable the development of drug therapies, vaccines, drug therapies, cell and gene therapies, and diagnostics North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin and Central America.
Market Cap
$527.9M
Pitch Price
$7.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
-12.75
P/E
-4.32
EV/Sales
4.36
Sector
Life Sciences Tools and Services
Category
growth
MRVI Long Thesis by RGA
MRVI: Leader in mRNA tech (CleanCap) & biologics safety testing. COVID decline masked core growth. Low-teens EBITDA multiple on 2026E, 20%+ growth potential. Cygnus (22% 2023 rev) hidden gem: 73% EBITDA margin, spec'd in all FDA-approved CAR-T. New CEO expanding to CRISPR. Cancer 'vaccines' could be major catalyst. Margins: 22.6% adj. EBITDA in 2023 despite 2/3 rev loss.
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