ORX: Relocation And In-Vivo Results Will Support Measured Opportunity Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Apr 25

Updated

14 Dec 25

Views

22

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

22.3%

7D

-5.8%

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1Y

22.3%

7D

-5.8%

You can edit this narrative until Dec 15 9:05 AM. Then, changes will post as Updates.

Author's Valuation

SEK 3124.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

ORX: New Science Park Facilities Will Support Stronger Long Term Prospects

Analysts have modestly raised their price target on Orexo to $31.00, highlighting a slightly richer future earnings multiple that is expected to offset a small anticipated erosion in long term profit margins. What's in the News Relocating to new, modern premises in Uppsala Science Park to support the next phase of the company’s development and growth (Key Developments) New facilities include laboratories, cleanrooms, and flexible office spaces designed to strengthen research and development capabilities (Key Developments) Site designed with a clear sustainability profile, featuring energy and cost efficient solutions to reduce environmental impact (Key Developments) Move aims to foster greater collaboration and innovation with partners, academia, healthcare providers, and patients (Key Developments) Valuation Changes Fair Value: Unchanged at SEK 31.0 per share, indicating no revision to the central valuation estimate.

Shared on 28 Nov 25

ORX: New Facility Move And R&D Will Drive Future Performance

Analysts have updated their price target for Orexo to $31.00. They are maintaining their previous estimate, as underlying assumptions around revenue growth and discount rates remain largely unchanged.

Shared on 13 Nov 25

ORX: Future Profit Margin Gains And R&D Move To Support Outlook

Narrative Update on Orexo Analysts have maintained their fair value estimate for Orexo at $31.00, citing stable expectations for revenue growth and recent improvements in profit margin projections as key factors supporting their unchanged price target. What's in the News Orexo AB is relocating to modern premises in Uppsala Science Park to strengthen research and development, enhance collaboration, and promote sustainability within its operations (Key Developments).

Shared on 30 Oct 25

Analysts have raised their price target for Orexo to $31.00 per share. This update reflects improving revenue growth forecasts and a slightly higher projected profit margin.

Shared on 16 Oct 25

Fair value Increased 44%

Analysts have raised their price target for Orexo from $21.50 to $31.00. This decision is based on updated valuation methodologies, even as growth and margin expectations have been slightly adjusted.

Shared on 01 May 25

Fair value Increased 5.70%

Shared on 24 Apr 25

AnalystConsensusTarget has decreased revenue growth from 8.8% to 4.4%, increased profit margin from 0.8% to 22.4% and decreased future PE multiple from 139.5x to 5.4x.

Shared on 17 Apr 25

Fair value Decreased 5.40%

AnalystConsensusTarget has increased revenue growth from 0.1% to 8.8%, decreased profit margin from 22.0% to 0.8%, increased future PE multiple from 6.4x to 139.5x and increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

SEK 31

24.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.48%

Pharma revenue growth rate

0.66%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.07%

Calculation

SEK 136.12m

Earnings '28

x

9.25x

PE Ratio '28

=

SEK 1.26b

Market Cap '28

SEK 1.26b

Market Cap '28

/

35.31m

No. shares '28

=

SEK 35.64

Share Price '28

SEK 35.64 Share Price '28

Discounted to 2025 @ 5.07% p.a.

=

SEK 30.73

Fair Value '25