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Pharmaceuticals & Biotech Finnish Community

Our community narratives are driven by numbers and valuation.

Oncology Pipeline And Decarbonization Efforts Will Support A Fairly Valued Outlook

Catalysts About Orion Oyj Orion Oyj is a Finnish pharmaceutical company with businesses in oncology, generic medicines, branded products, animal health and pharmaceutical ingredients. What are the underlying business or industry changes driving this perspective?Read more

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AnalystConsensusTarget

€70.83

2.8% overvalued

AnalystConsensusTarget's Fair Value

Revenue

12.97% p.a.

Profit Margin

26.28%

Future PE

19.14x

Price in 2029

€83.91

Oncology Pipeline And Royalty Expansion Will Transform Long Term Earnings Power

Catalysts About Orion Oyj Orion Oyj is a Finnish pharmaceutical company with businesses in oncology, generics and consumer health, branded prescription drugs, active pharmaceutical ingredients and animal health. What are the underlying business or industry changes driving this perspective?Read more

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AnalystHighTarget

€76

4.1% undervalued

AnalystHighTarget's Fair Value

Revenue

15.77% p.a.

Profit Margin

25.15%

Future PE

19.93x

Price in 2029

€90.03

Oncology Concentration And Rising R&D Costs Will Pressure Long-Term Earnings And Margins

Catalysts About Orion Oyj Orion Oyj is a Finnish pharmaceutical company focused on innovative oncology therapies, specialty medicines, generics, animal health and active pharmaceutical ingredients. What are the underlying business or industry changes driving this perspective?Read more

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AnalystLowTarget

€47.22

54.3% overvalued

AnalystLowTarget's Fair Value

Revenue

10.61% p.a.

Profit Margin

25.2%

Future PE

14.17x

Price in 2028

€55.71

Recently Updated Narratives

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andre_santos

LVMH - A Fundamental and Historical Valuation

Fair Value: €586.4 0.5% overvalued

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Bad management practices jeopardize long-term future of VRSN

Fair Value: US$165 52.4% overvalued

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andre_santos

Hims & Hers Health - Valuation

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Popular Narratives

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WealthAP

The "Sleeping Giant" Stumbles, Then Wakes Up

Fair Value: US$82 31.0% undervalued

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Undervalued Key Player in Magnets/Rare Earth

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AnalystConsensusTarget

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Fair Value: US$253.02 26.3% undervalued

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Trending Discussion

HO

Holger

<b>Reported:</b> Revenue growth: 2024 → 2025 sharp increase of approx. 165%. Assuming moderate annual growth of 40%, a fair value in three years would be approx. $170. Given the customer base and the story, this should be possible. I find the most valuable “property” particularly interesting, as it solves the electricity problem.

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EL

Will certainly invest in this after appropriate DD. Curious what the competitive landacape looks like. As a 10 year crypto guy, QRL - Quantum Resistant Ledger is at about 200M MC and Lockheed Martin has it named in a patent.. so it may not be the only game in town.. but sounds solid.

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HE

Hemingway

NVDA+AEVA Agreement is a game changer for the AEVA stock even though it is just a partnership and does not have a roll out until 2028 (which means receivables as early as 2027, I would imagine) This agreement effectively moves the goal posts of profitability for AEVA much closer since this is in addition to the recent Forterra agreement, as well as the (previously announced) European carmaker agreement (which is believed to be Mercedes-Benz and estimated to be worth at least 1 billion in sales alone) Underneath all of this, AEVA has a pre-existing agreement with Daimler Truck. So business seems to be booming, especially with really big name brands…which tends to bring in even more brand names (and thus more agreements/contracts/announcements, etc). This dynamic often creates more coverage from analysts (often with upside stock initial coverage) that I believe will be occurring over the next 3 to 6 months (as professional traders/analysts often research for 2 to 3 months before initiating coverage of a new issue). I also feel that the above momentum increases the likelihood that companies that do not currently utilize 4G LIDAR technology might consider buying AEVA outright. Realistically, even with a substantial premium to the current stock price, the cost of AEVA would be a rounding error for the likes of a company such as Tesla, and certainly would allow them to maintain their technological edge as the competition for self-driving vehicles continues to heat up. However, I think it is equally possible for NVidea to decide to lock-in the AEVA technology for their upcoming autonomous hardware/software package by buying them outright. Obviously, the above factors and recent activity in the AEVA stock are cause for optimism. Of course, this all just one opinion , so please do your own due diligence. Disclaimer: I/We DO trade in this stock from time to time and I/we may (or may not have) a position currently, so again, please do your own due diligence.

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