Update shared on26 Aug 2025
Fair value Increased 7.37%The consensus price target for scPharmaceuticals was raised to $16.75 as analysts reflect the MannKind acquisition at $5.35 per share plus a potential $1.00 CVR, with bullish outlooks on CVR payout likelihood and capped upside from the deal terms.
Analyst Commentary
- Acquisition of scPharmaceuticals by MannKind at $5.35 per share in cash plus a contingent value right (CVR) worth up to $1.00 per share, bringing total potential consideration to $6.35 per share.
- Bearish analysts downgraded scPharmaceuticals to Hold from Buy following the acquisition agreement, as the upside is now largely capped by the deal terms.
- Bullish analysts expect the majority of the CVR milestone payments to be achieved and paid out to SCPH shareholders.
- Bullish analysts view the acquisition price as "very reasonable" given MannKind’s acquisition strategy.
- The deal is anticipated to benefit MannKind by diversifying its revenue base through integration of scPharmaceuticals’ assets.
What's in the News
- H.C. Wainwright views MannKind's acquisition of scPharmaceuticals positively, citing a "very reasonable" purchase price and noting the deal will diversify MannKind's revenue base (H.C. Wainwright).
- MannKind is acquiring scPharmaceuticals for $5.35 per share in cash at closing, plus a non-tradable contingent value right (CVR) per share with potential milestone payments up to $1.00, totaling up to $6.35 per share (Maxim).
- Maxim downgraded scPharmaceuticals to Hold from Buy following the acquisition announcement, reflecting the limited upside post-deal announcement (Maxim).
- Craig-Hallum also downgraded scPharmaceuticals to Hold from Buy with a $6 price target after the acquisition agreement, aligning the target closely with deal terms (Craig-Hallum).
- Craig-Hallum believes that the majority of the contingent value right payments will be realized by shareholders (Craig-Hallum).
Valuation Changes
Summary of Valuation Changes for scPharmaceuticals
- The Consensus Analyst Price Target has risen from $15.60 to $16.75.
- The Future P/E for scPharmaceuticals has risen from 22.26x to 24.12x.
- The Net Profit Margin for scPharmaceuticals has risen slightly from 24.23% to 25.30%.
Disclaimer
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