US Healthcare Reforms And Biosimilars Will Erode Margins

Published
09 Apr 25
Updated
09 Aug 25
AnalystLowTarget's Fair Value
US$543.00
4.2% overvalued intrinsic discount
09 Aug
US$565.97
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1Y
-51.8%
7D
1.1%

Author's Valuation

US$543.0

4.2% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on30 Apr 25
Fair value Decreased 28%

Shared on23 Apr 25
Fair value Increased 0.14%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.45%

AnalystLowTarget has increased revenue growth from 1.3% to 1.5%, decreased profit margin from 29.2% to 18.7% and increased future PE multiple from 22.4x to 34.1x.