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US Healthcare Reforms And Biosimilars Will Erode Margins

Published
09 Apr 25
Updated
30 Apr 25
AnalystLowTarget's Fair Value
US$543.00
10.5% overvalued intrinsic discount
10 Sep
US$600.00
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1Y
-40.9%
7D
8.0%

Author's Valuation

US$54310.5% 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.