Update shared on 04 Nov 2025
Fair value Increased 1.55%Analysts have raised their price target for ALK-Abelló from DKK 193 to DKK 196. This change is based on slightly improved revenue growth estimates and valuation adjustments.
What's in the News
- ALK-Abelló announced a strategic partnership with Changchun GeneScience Pharmaceutical Co. Ltd. (GenSci) to develop and commercialise house dust mite allergy immunotherapy products in Mainland China. GenSci will take over sales and marketing activities and shoulder most clinical development costs, while ALK will handle production and supply. ALK will receive DKK 245 million upfront and is eligible for up to DKK 300 million in milestone payments. (Key Developments)
- GenSci, a leading biopharmaceutical company in China with a strong sales force and hospital presence, plans significant efforts to expand ALK's allergy treatments and education activities in the Chinese market. The company aims for market leadership in allergy immunotherapy. (Key Developments)
- ALK-Abelló raised its 2025 revenue growth forecast to 12-14% in local currencies, up from the previous 9-13%. This change is driven by strong sales of adrenaline autoinjectors and continued momentum in tablet sales, particularly in Europe and North America. (Key Developments)
- Real-world evidence of neffy®'s clinical performance in US anaphylaxis patients has been accepted for publication by the Annals of Allergy, Asthma and Immunology. This marks the first large-scale analysis of its treatment outcomes in clinical practice. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has increased slightly from DKK 193 to DKK 196.
- Discount Rate remains unchanged at 4.92%.
- Revenue Growth projection has risen modestly, from 13.23% to 13.44%.
- Net Profit Margin has decreased marginally from 20.39% to 20.04%.
- Future P/E ratio has gone up from 28.40x to 29.17x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.