Added to YB: 2024-07-08
Pitch date: 2024-06-27
UCB.BR [bullish]
UCB SA
+89.51%
current return
Author Info
Microceph reports is an ex-long/short hedge fund investor sharing their healthcare investment musings. Sign up for the newsletter.
Company Info
UCB SA, a biopharmaceutical company, develops products and solutions for people with neurology and immunology diseases worldwide.
Market Cap
EUR 49.9B
Pitch Price
EUR 136.93
Price Target
150.00 (-42%)
Dividend
0.55%
EV/EBITDA
19.06
P/E
32.67
EV/Sales
6.44
Sector
Pharmaceuticals
Category
growth
UCB SA - stock preview
UCB.BR: BIMZELX approval drives 50%+ stock rise since Nov. Q4 beat on EBITDA/EPS. FY24 upside: BIMZELX sales +30% vs cons, margins expand. Rich pipeline (RYSTIIGO, ZIBRYSQ, SLE drug). Trades 15x NTM P/E, 25% upside to €150 PT. Catalysts: launch traction, FY25 guidance upgrade, pipeline progress. Risks: genericization, launch investments.
Read full article (6 min)