Update shared on 05 Dec 2025
Analysts have maintained their DKK 219.33 price target for ALK Abelló, reflecting stable expectations for sustained double digit revenue growth, robust profit margins and a premium future P E multiple.
What's in the News
- Upgraded 2025 guidance, with expected revenue growth raised to 13% to 15% in local currencies, supported by higher treatment volumes across allergy immunotherapy and anaphylaxis products, and an improved projected EBIT margin of about 26% (company guidance).
- Strengthened China presence through a long term alliance with Changchun GeneScience Pharmaceutical. The agreement grants GenSci exclusive rights to key house dust mite allergy immunotherapy products in Mainland China until 2039, with GenSci assuming most development and commercial costs (company announcement).
- The partnership with GenSci is expected to become earnings accretive in the medium term. ALK plans to reduce capacity and market building costs in China and redeploy savings and upfront and milestone payments into R&D and global growth projects (company announcement).
- Real world evidence on neffy for anaphylaxis treatment during oral food challenge and allergen immunotherapy has been accepted for publication in the Annals of Allergy, Asthma and Immunology. This marks the first large scale analysis of outcomes with the product in routine US clinical practice (scientific correspondence).
Valuation Changes
- Fair Value: unchanged at DKK 219.33, indicating no revision to the central valuation estimate.
- Discount Rate: effectively unchanged at approximately 5.08 percent, suggesting a stable risk and return outlook.
- Revenue Growth: stable at about 13.19 percent, with only immaterial rounding adjustments.
- Net Profit Margin: unchanged at approximately 21.72 percent, reflecting consistent profitability assumptions.
- Future P/E: effectively flat at around 29.38x, maintaining a premium valuation multiple in the model.
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