Update shared on21 Aug 2025
Fair value Increased 8.85%Despite a sharp decline in consensus revenue growth forecasts and a substantial jump in future P/E, analysts have raised Genscript Biotech's fair value estimate from HK$21.61 to HK$23.01.
What's in the News
- GenScript Biotech launched a new global brand platform, "Scripting Possibilities," alongside a refreshed visual identity and expanded marketing initiatives to drive growth and strengthen global brand presence.
- A board meeting is scheduled to review and approve interim results for H1 2025, with potential consideration of an interim dividend.
- The company provided earnings guidance expecting a substantial increase in H1 2025 pre-tax profit, primarily driven by a surge in license revenue from LaNova Medicines, and a significant decrease in non-cash fair value losses related to ProBio.
- ProBio, a GenScript subsidiary, received approximately USD 213.8 million in payments under the R&A Agreement, bolstering cash reserves and core competencies.
- Newly presented data from the CARTITUDE-1 and CARTITUDE-4 studies demonstrated long-term efficacy of CARVYKTI® in multiple myeloma and promising results from early-phase solid tumor trials, showcased at the 2025 ASCO Annual Meeting.
Valuation Changes
Summary of Valuation Changes for Genscript Biotech
- The Consensus Analyst Price Target has risen from HK$21.61 to HK$23.01.
- The Future P/E for Genscript Biotech has significantly risen from 21.35x to 154.54x.
- The Consensus Revenue Growth forecasts for Genscript Biotech has significantly fallen from 15.0% per annum to 4.4% per annum.
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