Update shared on 21 Nov 2025
Fair value Increased 12%Analysts have raised their price target for ALK-Abelló to DKK 219.33 from DKK 196.00. They cite ongoing improvements in profit margins and a slightly higher projected fair value as the reasons for the adjustment.
What's in the News
- The company upgraded its full-year 2025 earnings guidance, with expected revenue growth now at 13% to 15% in local currencies. This outpaces the previous estimate of 12% to 14%. The EBIT margin forecast was raised to approximately 26%, reflecting business momentum in Europe (Company guidance).
- The company entered a strategic partnership with Changchun GeneScience Pharmaceutical (GenSci) to develop and commercialise allergy immunotherapy products in Mainland China, including rights to Alutard HDM and ACARIZAX® tablets until 2039. GenSci is expected to take on the majority of development, marketing, and sales activities (Company announcement).
- The partnership with GenSci aims to increase market penetration in China for allergy immunotherapy, which is currently underpenetrated. The collaboration includes a planned allocation of substantial resources toward market building and education initiatives (Company announcement).
- The company was accepted for scientific publication regarding real-world evidence evaluating neffy® in treating anaphylaxis during oral food challenge and immunotherapy in the US. This marks the first large-scale clinical outcomes analysis for this product (Company announcement).
Valuation Changes
- Fair Value: Increased from DKK 196 to DKK 219.33, reflecting a higher analyst valuation.
- Discount Rate: Increased slightly from 4.92% to 5.08%, indicating a marginal reassessment of risk.
- Revenue Growth: Decreased marginally from 13.44% to 13.19%, suggesting a less optimistic outlook for future sales expansion.
- Net Profit Margin: Improved from 20.04% to 21.72%, highlighting expectations for stronger profitability.
- Future P/E: Increased slightly from 29.17x to 29.38x, reflecting updated growth and valuation assumptions.
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