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Karthik_Selva
Karthik_Selva

Healthcare & Biotech (17)

Thematic Narrative Collections #4 - Healthcare & Biotech

Drug developers, medtech and the science behind the next treatments. One handpicked community Narrative per stock, chosen by the Simply Wall St team, so you can track the whole theme in one place. Updated regularly.

Narratives are community opinions, not recommendations or financial advice. Do your own research.

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Watching

17

FV & Narrative
Valuation
Growth
Analyst Target

CUE

Cue Biopharma

US$37.0547.1% undervalued intrinsic discount
28.9%7D
30.2%3M
L
Lou_Basenese
US$70author fair value
27 Mayauthor updated this narrative

Cue Biopharma (NASDAQ: CUE): The Scientist Behind Xolair Just Gave Cue a Next-Generation Shot at the Same Multi-Billion-Dollar Market

CNXU

Conexeu Sciences

US$4.9680.4% undervalued intrinsic discount
11.2%7D
-62.7%3M
C
Ceazar
US$25.34author fair value
02 Junauthor updated this narrative

This small biotech is developing technology that could potentially change how tissue is rebuilt

ARCT

Arcturus Therapeutics Holdings

US$16.0346.6% undervalued intrinsic discount
8.8%7D
112.9%3M
B
US$30author fair value
22 Mayauthor updated this narrative

Arcturus Therapeutics: Strategic opportunities beyond CSL

MBIO

Mustang Bio

US$0.5470.0% undervalued intrinsic discount
6.4%7D
-17.0%3M
A
AnimalDoctorKwon
US$1.8author fair value
24 Junauthor updated this narrative

A CAR-T Therapy Pipeline with Complete Remission (CR) Data Priced as a Negative Asset???

CSL

CSL

AU$175.5916.4% undervalued intrinsic discount
5.1%7D
51.0%3M
D
AU$210author fair value
21 Augauthor updated this narrative

Strong buy. World-leading healthcare company with steady growth

HYFT

MindWalk Holdings

US$1.3627.7% undervalued intrinsic discount
4.2%7D
-11.1%3M
T
Talos
US$1.88author fair value
30 Julauthor updated this narrative

The Asymmetric TechBio Play: MindWalk Holdings and the Valuation Disconnect

LLY

Eli Lilly

US$1,152.9321.9% undervalued intrinsic discount
3.3%7D
4.9%3M
A
US$1.48kauthor fair value
01 Augauthor updated this narrative

Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth

PME

Pro Medicus

AU$169.5713.8% undervalued intrinsic discount
3.2%7D
-1.9%3M
Z
AU$196.78author fair value
01 Marauthor updated this narrative

Pro Medicus: The Market Is Confusing a Lumpy Quarter With a Broken Business

BANB

Bachem Holding

CHF 78.5568.6% undervalued intrinsic discount
2.1%7D
15.6%3M
D
Degen_GCR
CHF 249.99author fair value
26 Aprauthor updated this narrative

Bachem Holding - The Purest Public Peptide Play?

NOVO B

Novo Nordisk

DKK 281.5566.9% undervalued intrinsic discount
1.8%7D
-3.9%3M
T
Tokyo
DKK 851.04author fair value
10 Augauthor updated this narrative

EU#2 - From Humble Beginnings to Global Powerhouse

HIMS

Hims & Hers Health

US$27.9983.6% undervalued intrinsic discount
1.7%7D
-21.1%3M
D
Deep_Insights
US$171.19author fair value
02 Sepauthor updated this narrative

Hims & Hers Health Multidimensional Revenue Expansion

GANX

Gain Therapeutics

US$1.7676.8% undervalued intrinsic discount
0.6%7D
-6.4%3M
L
Lou_Basenese
US$7.6author fair value
02 Aprauthor updated this narrative

The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake

VEEV

Veeva Systems

US$260.2132.1% undervalued intrinsic discount
-0.8%7D
69.7%3M
J
John_Eric
US$383.14author fair value
27 Augauthor updated this narrative

AI-Powered Veeva Systems Poised for Solid Growth Amid Regulatory Stability

CBAV

Clínica Baviera

€56.4037.8% undervalued intrinsic discount
-1.1%7D
0.7%3M
I
Imthetxarbi
€90.72author fair value
05 Junauthor updated this narrative

Baviera: A 40% ROCE Compounding Machine Trading at Distressed Multiples — Fair Value €88/share

CRMD

CorMedix

US$7.7240.6% undervalued intrinsic discount
-1.3%7D
-11.0%3M
M
MRT23
US$13author fair value
13 Augauthor updated this narrative

CRMD is trading at 5.9x trough-year EBITDA with the market ascribing near-zero value to two near-term pipeline events

ZTS

Zoetis

US$71.4021.8% undervalued intrinsic discount
-2.2%7D
-9.3%3M
H
HarishPK
US$91.3author fair value
30 Augauthor updated this narrative

Decision Making Under Ambiguity – A Case Study on Expectations Investing

UNCY

Unicycive Therapeutics

US$4.8077.7% undervalued intrinsic discount
-9.3%7D
-29.9%3M
S
stuart_roberts
US$21.53author fair value
15 Janauthor updated this narrative

Looking to be second time lucky with a game-changing new product

Watching

17

FV & Narrative
Valuation
Growth
Analyst Target

CUE

Cue Biopharma

28.9%7D
30.2%3M

US$37.05

47.1% undervalued intrinsic discount
L
Lou_Basenese
US$70author fair value
27 Mayauthor updated this narrative

Cue Biopharma (NASDAQ: CUE): The Scientist Behind Xolair Just Gave Cue a Next-Generation Shot at the Same Multi-Billion-Dollar Market

PS 7.1x
E -3.3%
US$90.50

CNXU

Conexeu Sciences

11.2%7D
-62.7%3M

US$4.96

80.4% undervalued intrinsic discount
C
Ceazar
US$25.34author fair value
02 Junauthor updated this narrative

This small biotech is developing technology that could potentially change how tissue is rebuilt

PB 19.4x
E 64.6%
US$20.00

ARCT

Arcturus Therapeutics Holdings

8.8%7D
112.9%3M

US$16.03

46.6% undervalued intrinsic discount
B
US$30author fair value
22 Mayauthor updated this narrative

Arcturus Therapeutics: Strategic opportunities beyond CSL

PS 15.5x
E 28.0%
US$22.30

MBIO

Mustang Bio

6.4%7D
-17.0%3M

US$0.54

70.0% undervalued intrinsic discount
A
AnimalDoctorKwon
US$1.8author fair value
24 Junauthor updated this narrative

A CAR-T Therapy Pipeline with Complete Remission (CR) Data Priced as a Negative Asset???

PB 0.5x
S n/a
n/a

CSL

CSL

5.1%7D
51.0%3M

AU$175.59

16.4% undervalued intrinsic discount
D
AU$210author fair value
21 Augauthor updated this narrative

Strong buy. World-leading healthcare company with steady growth

PS 3.8x
E 44.5%
AU$177.23

HYFT

MindWalk Holdings

4.2%7D
-11.1%3M

US$1.36

27.7% undervalued intrinsic discount
T
Talos
US$1.88author fair value
30 Julauthor updated this narrative

The Asymmetric TechBio Play: MindWalk Holdings and the Valuation Disconnect

PS 5.5x
E 38.5%
US$4.33

LLY

Eli Lilly

3.3%7D
4.9%3M

US$1,152.93

21.9% undervalued intrinsic discount
A
US$1.48kauthor fair value
01 Augauthor updated this narrative

Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth

PE 38.5x
E 17.0%
US$1,325.39

PME

Pro Medicus

3.2%7D
-1.9%3M

AU$169.57

13.8% undervalued intrinsic discount
Z
AU$196.78author fair value
01 Marauthor updated this narrative

Pro Medicus: The Market Is Confusing a Lumpy Quarter With a Broken Business

PE 66.8x
E 5.8%
AU$202.47

BANB

Bachem Holding

2.1%7D
15.6%3M

CHF 78.55

68.6% undervalued intrinsic discount
D
Degen_GCR
CHF 249.99author fair value
26 Aprauthor updated this narrative

Bachem Holding - The Purest Public Peptide Play?

PE 39.5x
E 17.7%
CHF 84.30

NOVO B

Novo Nordisk

1.8%7D
-3.9%3M

DKK 281.55

66.9% undervalued intrinsic discount
T
Tokyo
DKK 851.04author fair value
10 Augauthor updated this narrative

EU#2 - From Humble Beginnings to Global Powerhouse

PE 10.7x
E 1.2%
DKK 310.17

HIMS

Hims & Hers Health

1.7%7D
-21.1%3M

US$27.99

83.6% undervalued intrinsic discount
D
Deep_Insights
US$171.19author fair value
02 Sepauthor updated this narrative

Hims & Hers Health Multidimensional Revenue Expansion

PS 2.5x
E 65.1%
US$31.29

GANX

Gain Therapeutics

0.6%7D
-6.4%3M

US$1.76

76.8% undervalued intrinsic discount
L
Lou_Basenese
US$7.6author fair value
02 Aprauthor updated this narrative

The Market Is Sleeping on This Parkinson's Biotech - And I Think That's a Mistake

PB 6.8x
E 37.7%
US$7.20

VEEV

Veeva Systems

-0.8%7D
69.7%3M

US$260.21

32.1% undervalued intrinsic discount
J
John_Eric
US$383.14author fair value
27 Augauthor updated this narrative

AI-Powered Veeva Systems Poised for Solid Growth Amid Regulatory Stability

PE 41.5x
E 12.6%
US$297.30

CBAV

Clínica Baviera

-1.1%7D
0.7%3M

€56.40

37.8% undervalued intrinsic discount
I
Imthetxarbi
€90.72author fair value
05 Junauthor updated this narrative

Baviera: A 40% ROCE Compounding Machine Trading at Distressed Multiples — Fair Value €88/share

PE 19.7x
S n/a
n/a

CRMD

CorMedix

-1.3%7D
-11.0%3M

US$7.72

40.6% undervalued intrinsic discount
M
MRT23
US$13author fair value
13 Augauthor updated this narrative

CRMD is trading at 5.9x trough-year EBITDA with the market ascribing near-zero value to two near-term pipeline events

PE 3.2x
E -3.2%
US$15.40

ZTS

Zoetis

-2.2%7D
-9.3%3M

US$71.40

21.8% undervalued intrinsic discount
H
HarishPK
US$91.3author fair value
30 Augauthor updated this narrative

Decision Making Under Ambiguity – A Case Study on Expectations Investing

PE 11.2x
E 3.5%
US$96.00

UNCY

Unicycive Therapeutics

-9.3%7D
-29.9%3M

US$4.80

77.7% undervalued intrinsic discount
S
stuart_roberts
US$21.53author fair value
15 Janauthor updated this narrative

Looking to be second time lucky with a game-changing new product

PB 2.5x
E 48.5%
US$29.60

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