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Unsustainable Vaccine Demand Will Shrink Margins In GB Biotechs

Published
10 Feb 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
DKK 244.00
3.1% undervalued intrinsic discount
28 Aug
DKK 236.40
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1Y
-9.4%
7D
-0.3%

Author's Valuation

DKK 244.0

3.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 4.05%

Despite a deterioration in consensus revenue growth forecasts, a modest improvement in net profit margin has supported a slight increase in Bavarian Nordic's fair value, with the target price rising from DKK234.50 to DKK244.00. What's in the News Nordic Capital and Permira have proposed to acquire Bavarian Nordic for DKK 18.1 billion (DKK 233 per share), a 21% premium to the prior closing price; board and management have agreed to tender their shares, and a delisting is planned upon completion, subject to customary conditions.

Shared on01 May 25
Fair value Decreased 20%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 5.20%

AnalystConsensusTarget has decreased revenue growth from -2.4% to 0.8%.