Loading...
Back to narrative

CLBX: Equity Raises Will Fund Future Oncology Partnerships And Upside Potential

Leadership Appointment And Diagnostic Partnerships Will Shape Future Market Expansion

CLBX logo
CLBX
AnalystConsensusTarget
Not Invested
Published 01 Jun 2025

Update shared on 09 Dec 2025

Fair value Decreased 33%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-88.8%
7D
-4.5%

Analysts have lowered their price target on CelLBxHealth from approximately $0.11 to $0.07 per share, citing a higher required discount rate, more conservative long term revenue growth assumptions, and a higher future P/E multiple that together point to a more tempered outlook for upside.

What's in the News

  • CelLBxHealth completed a £7.21 million follow on equity offering, issuing over 720 million ordinary shares at £0.01 per share, alongside a subsequent direct listing (company filing).
  • The company also completed a separate £0.96 million follow on equity offering of 95.9 million ordinary shares at £0.01 per share (company filing).
  • Cavendish Capital Markets Limited was appointed lead underwriter on CelLBxHealth's £7.21 million and £0.96 million follow on equity offerings (company announcement).
  • CelLBxHealth entered a non exclusive collaboration and co marketing agreement with QIAGEN Manchester, integrating the Parsortix platform with QIAGEN's PCR, digital PCR, and NGS workflows for oncology drug development and companion diagnostics projects (company announcement).
  • ANGLE plc changed its name to CelLBxHealth plc on October 29, 2025, following the appointment of Peter Collins as interim CEO earlier in October 2025 (company announcement).

Valuation Changes

  • The fair value estimate was reduced from approximately £0.105 to £0.07 per share, representing a significant downward revision in the intrinsic value assessment.
  • The discount rate increased slightly from about 9.7 percent to 10.6 percent, reflecting a modestly higher perceived risk profile or required return.
  • Revenue growth assumptions were cut sharply from around 222 percent to 106 percent, indicating a materially more conservative outlook on long term top line expansion.
  • The net profit margin was nudged higher from roughly 9.48 percent to 9.53 percent, suggesting a marginally more optimistic view on future profitability.
  • The future P/E was raised substantially from about 5.5x to 14.0x, implying a higher expected valuation multiple on projected earnings despite the lower fair value estimate.

Have other thoughts on CelLBxHealth?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

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.