Biohaven 향후 성장
Future 기준 점검 2/6
Biohaven (는) 각각 연간 26.8% 및 67.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 38.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -281.2% 로 예상됩니다.
핵심 정보
26.8%
이익 성장률
38.80%
EPS 성장률
| Biotechs 이익 성장 | 25.5% |
| 매출 성장률 | 67.9% |
| 향후 자기자본이익률 | -281.16% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 19 May 2026 |
최근 향후 성장 업데이트
Recent updates
Seeking Alpha • Apr 15
Biohaven: Downgrade To Hold On Troriluzole Setback And Obesity Data 2nd Half 2026
Summary Biohaven Ltd. is downgraded from Strong Buy to Hold following the FDA's Complete Response Letter for troriluzole in Spinocerebellar Ataxia. BHVN pivots focus to three late-stage programs: MODE/TRAP degraders [BHV-1400, BHV-1300], Kv7 activator Opakalim, and myostatin-activin inhibitor taldefgrobep alfa for obesity. Taldefgrobep alfa targets obesity with a novel MOA aiming for fat loss, muscle gain, and improved safety versus GLP-1s; phase 2 POC data is expected in 2H 2026. Cash runway remains a concern after significant burn in 2025; additional capital raises are likely as pivotal data for key programs approach. Read the full article on Seeking Alpha분석 기사 • May 02
An Intrinsic Calculation For Biohaven Ltd. (NYSE:BHVN) Suggests It's 47% Undervalued
Key Insights Biohaven's estimated fair value is US$42.26 based on 2 Stage Free Cash Flow to Equity Current share price...Seeking Alpha • Feb 28
Biohaven's Exciting Year Of Catalysts
Summary Following Pfizer's acquisition, Biohaven's valuation surged from $300M at $7/share to over $4B at $42/share under Vlad Coric's leadership. Despite the significant valuation increase, substantial upside remains due to Biohaven's promising later-stage clinical assets with key catalysts expected in 2025. The investment thesis hinges on the potential success of these clinical assets, which could drive further valuation growth. The current valuation rise is justified by the strategic leadership and promising pipeline, suggesting continued growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Biohaven: Highly Priced Biotech With Broad Pipeline But No Revenues
Summary Biohaven's pipeline is broad with multiple late stage molecules. Analysis based on Biohaven's 01/2025 J.P. Morgan Healthcare Conference Highlights and Presentation, Q3 2024 Earnings Release, and 10-Q. Biohaven's lead product's NDA is under review by the FDA. Article concludes with a "Hold" rating based on its hefty market cap and uncertain prospects. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
Biohaven's Revenue Path: SCA And Obesity Therapies
Summary Biohaven’s pipeline progression includes Troriluzole for spinocerebellar ataxia [SCA], which has shown a 50-70% reduction in disease progression over three years. BHV-2100, a non-opioid migraine treatment, targets unmet needs in a market affecting 40 million U.S. patients and 1 billion globally. Taldefgrobep Alfa, under investigation for SMA and obesity, demonstrated subgroup-specific motor function improvements and favorable safety in Phase 3 trials. Despite a $250 million equity raise, BHVN's cash burn of $141.9 million per quarter poses financial sustainability risks, making commercialization critical. Therefore, BHVN's positive clinical progress, high cash burn, and frequent equity raises make it a speculative buy. Read the full article on Seeking AlphaSeeking Alpha • Oct 11
Biohaven: A Complicated Tale
Summary Biohaven's stock has surged despite past setbacks, driven by promising data from its troriluzole trials for spinocerebellar ataxia and ongoing OCD studies. The company is advancing a diverse pipeline, including myostatin inhibitor taldefgrobep alfa for SMA and obesity, and Kv7 ion channel activator BHV-7000 for epilepsy. Biohaven's strategic capital raises, and positive clinical data have rallied its stock, but future dilution risks remain if trials disappoint. An updated analysis of Biohaven follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
Biohaven: Positive SCA Treatment Data Leads To Q4 2024 NDA Submission Catalyst
Summary Biohaven Ltd. reported positive results from a pivotal study using troriluzole for the treatment of patients with spinocerebellar ataxia; the Drug achieved 50% to 70% of slowing of disease progression over 3 years. With positive data on hand from the phase 3 study using troriluzole for patients with spinocerebellar ataxia, an NDA submission is planned for Q4 of 2024. Troriluzole is also being explored for patients with obsessive compulsive disorder in two phase 3 studies; Data from these studies are expected before the end of 2024 and the 1st half of 2025. Topline data from the phase 3 study using Taldefgrobep Alfa for SMA is expected 2nd half of 2024; the Drug is also expected to be initiated in a phase 2 study for obesity as well. Read the full article on Seeking AlphaSeeking Alpha • Jul 26
Biohaven: Taldefgrobep Alfa Might Have A Place Beyond SMA Treatment
Summary Results from phase 3 RESILIENT study, using taldefgrobep alfa for the treatment of patients with spinal muscular atrophy, expected in the 2nd half of 2024. The global spinal muscular atrophy treatment market is projected to reach $8.4 billion by 2032. Preclinical model testing showed that myostatin inhibitor taldefgrobep alfa + GLP-1 inhibitor was able to show greater reductions in body weight and fat loss, compared to that of GLP-1 alone. It is expected that the global obesity treatment market size is expected to be worth $38 billion by 2032. Read the full article on Seeking AlphaSeeking Alpha • May 18
Biohaven: Promising Pipeline With Troriluzole, Taldefgrobep Alfa, And BHV-7000 Leading The Charge
Summary Biohaven Ltd. is a spinout of Biohaven Pharmaceutical, focusing on developing drugs in the life sciences field. BHVN has three Phase 3 drug candidates: troriluzole for OCD, taldefgrobep alfa for SMA, and BHV-7000 for epilepsy and bipolar disorder. Also, the company has a diverse pipeline of drugs in various stages, including those targeting neurology, immunology, and oncology. Upcoming catalysts include FDA approval decisions and clinical trial results, which could significantly impact BHVN's stock performance. Despite the short cash runway, BHVN is a 'buy' due to its promising drug candidates and upcoming catalysts. Read the full article on Seeking Alpha분석 기사 • Apr 06
We're Keeping An Eye On Biohaven's (NYSE:BHVN) Cash Burn Rate
We can readily understand why investors are attracted to unprofitable companies. By way of example, Biohaven...분석 기사 • Mar 01
Calculating The Intrinsic Value Of Biohaven Ltd. (NYSE:BHVN)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Biohaven fair value estimate is US$49.64 With US$48.14 share...Seeking Alpha • Feb 28
Biohaven's Bounce Back: A Missed Call Turns Bullish (Rating Upgrade)
Summary Biohaven's stock rose 130% post "Sell" recommendation; overlooked assets like BHV-7000 suggest early growth stages remain. The company's pipeline, particularly their Kv7 activators and IgG degrader, show promise and have blockbuster potential in treating epilepsy and immune-mediated diseases. Financially, with a cash runway extended to 20.7 months post-offering, Biohaven shows robust short-term health. Upgrading BHVN to "Buy" due to pipeline promise and market potential, despite competition risks and high cash burn. Read the full article on Seeking AlphaSeeking Alpha • Dec 08
Biohaven Ltd.: Too Far, Too Fast (Rating Downgrade)
Summary Today, we circle back on a promising biopharma concern called Biohaven Ltd., whose shares have had a significant rally in recent months. The company has a diverse pipeline of therapies for neurological and neuropsychiatric diseases, with a mixture of early and late-stage candidates. A portfolio review and analysis around Biohaven follow in the paragraphs below. Read the full article on Seeking Alpha분석 기사 • Dec 04
Here's Why We're Watching Biohaven's (NYSE:BHVN) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, Biohaven...Seeking Alpha • Sep 27
Biohaven: Soaring Share Price On New Data Could Be Too Good To Be True
Summary Biohaven's stock surged nearly 30% following updates on its preclinical asset, the IgA degrader BHV-1300. The company's stock has risen more than 270% since its spinout from parent company Biohaven Pharmaceutical. Biohaven's preclinical pipeline includes assets targeting a wide range of central nervous system conditions and autoimmune diseases. As intriguing as today's data was, it does not necessarily support the buy case for Biohaven. Arguably, the data may have been released in response to promising IgG removal data released by Immunovant earlier this week. Time will tell, but I'm on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
Biohaven's Valuation Challenge: Weighing Potential Against Setbacks
Summary Biohaven faces FDA rejection for troriluzole; explores further discussions and potential subgroup focus. Despite FDA setback, Biohaven maintains a strong cash position, diversified pipeline, and ongoing R&D efforts. Given current uncertainties and valuation, I recommend a "Sell" stance on Biohaven's stock. Read the full article on Seeking Alpha분석 기사 • Jul 22
Here's Why We're Watching Biohaven's (NYSE:BHVN) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Seeking Alpha • Jun 14
Biohaven: A Promising Investment In Innovative Neurological Therapies
Summary Biohaven offers a diverse portfolio of innovative drug development assets targeting various therapeutic areas, with a focus on neurodegenerative and neuroinflammatory conditions. The company's robust financials, diverse revenue streams, and recent performance results indicate a bright future and strong investment potential. Biohaven's innovative approaches and unique mechanisms of action set it apart from competitors, positioning the company as a compelling investment opportunity in the biopharmaceutical industry. Read the full article on Seeking AlphaSeeking Alpha • Jun 06
Biohaven: Spinout's Rampant Share Price Gains May Be Giving Pfizer A Headache
Summary Biohaven Ltd is a spinout of assets from Biohaven Pharmaceutical - just before the parent company was acquired by Pfizer last year for >$11bn. Much of the management team that developed Biohaven Pharmaceuticals' Nurtec migraine therapy, plus six other pipeline assets acquired by Pfizer, appear to be working at the new company. Biohaven Ltd shares have risen in value from ~$6, to >$20 - +265% in less than one year. An investor day presentation delivered last week appears to have generated significant upside momentum. An NDA has been submitted to the FDA for approval of a spinocerebellar ataxia Type 3 drug. At a market cap valuation of nearly $1.5bn and with no other near-term approval shots in play, Biohaven shares are not cheap, but the team is experienced. I would not be surprised if the upside momentum continues. Read the full article on Seeking Alpha분석 기사 • Apr 06
Will Biohaven (NYSE:BHVN) Spend Its Cash Wisely?
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Feb 21
Biohaven's spinal muscular atrophy therapy gets FDA fast track status
The U.S. Food and Drug Administration (FDA) granted fast track designation to Biohaven (NYSE:BHVN) medicine taldefgrobep alfa to treat spinal muscular atrophy (SMA). SMA is an inherited motor neuron disorder characterized by loss of nerve cells leading to muscle weakness over time. The company noted that taldefgrobep (also known as BHV2000) had previously received received orphan drug designation from the FDA to treat SMA. The drug is currently undergoing a phase 3 trial dubbed RESILIENT. Pfizer had acquired Biohaven Pharmaceuticals but a separate company Biohaven Ltd. was spunoff before the acquisition closed. BHVN +1.82% to $16.81 premarket Feb. 21Seeking Alpha • Dec 07
Biohaven Ltd: Assessing The Spinoff
Summary Shares of neuro-pharmaceutical concern Biohaven Ltd. (BHVN) have more than doubled after being spun out as part of Pfizer’s (PFE) purchase of the legacy company’s migraine assets. The one-month move was accomplished despite a secondary that diluted shareholders by 73% and two duds from its late-stage programs since May 2022. With nearly $8 in cash and an early-stage program with blockbuster potential, the recent insider buying merited a deeper dive. A full investment analysis follows in the paragraphs below. While there's life, there's hope.”― Marcus Tullius Cicero Today we take a look at a spin out from a company that made me some money when it was purchased by Pfizer (PFE) for a healthy buyout premium. Its 'offspring' seems to have some potential attractive assets. An analysis follows below. Company Overview Biohaven Ltd. (BHVN) is a British Virgin Islands domiciled and New Haven, Connecticut based clinical-stage biopharmaceutical concern focused on the development of therapies that leverages its expertise in neuropharmacology. The company currently has four clinical programs pursuing five indications. Biohaven Ltd. was spun out of legacy Biohaven just prior to Pfizer’s October 3, 2022 acquisition of the latter. For a consideration of $11.6 billion, Pfizer received Biohaven’s calcitonin gene-related peptide (CGRP) receptor agonist franchise, including migraine therapies Nurtec ODT (rimegepant) and NDA-filed zavegepant, as well as a portfolio of preclinical assets. Post-transaction, the ‘new’ Biohaven had a reset value of $6.39 a share (based on its opening transaction) but has quickly moved higher. The stock currently trades just over $15.50 a share, translating to a market cap of just north of $1 billion. Platforms With its CGRP platform now in the hands of Pfizer, the company’s retained programs are spawned from four distinct mechanistic development platforms: glutamate; myostatin; Kv7; and antibody recruiting molecule (ARM). Glutamate is an excitatory transmitter in the brain, the modulation of which is being studied as a treatment for spinocerebellar ataxia [SCA] and obsessive-compulsive disorder (OCD). Myostatin is a natural protein that limits skeletal muscle growth, an important process in healthy muscular development. However, in patients with neuromuscular diseases, active myostatin can retard growth, resulting in underdevelopment and dysfunction. The Kv7 ion-channel modulation platform was acquired from Knopp Biosciences in April 2022 and just received approval to enter the clinic in Canada to tackle several indications, with the first one focal epilepsy. Unlike the other three neuro-focused approaches, Biohaven’s ARM platform is the output of a collaboration with Japanese firm PeptiDream (PPTDF) and was developed to produce compounds that induce antibody-mediated immune responses while circumventing antibody administration. Pipeline Troriluzole. Biohaven’s glutamate modulation platform has developed troriluzole, a tripeptide prodrug of an active metabolite (riluzole) that has been assessed or is undergoing evaluation as a remedy for general anxiety disorder, Alzheimer’s, SCA, and OCD. It can be described as a longshot for any approval for multiple reasons. After failing to separate from placebo in the treatment of general anxiety disorder in a Phase 2/3 study in 2020, troriluzole flunked a Phase 2/3 study evaluating it in the treatment of mild-to-moderate Alzheimer’s patients in early 2021. Then in May 2022, Biohaven announced that troriluzole failed to successfully treat all types of SCA (n=213; p=0.053), with only one subgroup (with the SCA3 genotype) achieving statistical significance (n=89; p=0.031). Management expects to huddle with the FDA to discuss a possible path forward targeting the SCA3 genotype. On the OCD front, Biohaven is forging ahead with troriluzole in two identical 600 moderate-to-severe OCD-patient Phase 3 trials (U.S. and global), after demonstrating improvement but not statistical significance over placebo on the Yale-Brown Obsessive-Compulsive Scale (Y-BOCS) (p=0.22 at week 12) in a Phase 2 study. Given its known safety profile to date, the company is upping its dosage 40% and combining it with current standard of care (SOC), which will be measured against placebo plus SOC. Enrollment is not expected to complete until FY23. Taldefgrobep alfa. Biohaven’s other later-stage program is taldefgrobep alfa [TA], an anti-myostatin adnectin (antigen binding moiety) acquired from Bristol-Myers Squibb (BMY) in February 2022. It is undergoing a 180-patient Phase 3 study to evaluate its effectiveness and safety in the treatment of spinal muscle atrophy [SMA], a rare (1 in 11,000), progressively debilitating motor neuron disease that hinders muscle mass development, resulting in weakness, muscle atrophy, reduced motor function, and often death. TA is being evaluated in combination with nusinersen or risdiplam or in patients who have received onasemnogene abeparvovec-xioi – all versus placebo. Initiated in July 2022, there is no timeline for data yet. The reason TA became available to Biohaven is due to its failure in the treatment of Duchenne muscular dystrophy. Biohaven paid no upfront money to Bristol but could owe up to $200 million in milestones and royalties from the high teens to the low twenties. BHV-7000. When Biohaven acquired its Kv7 platform, the lead asset was BVH-7000, a potassium channel activator that exhibited a preclinical profile suggestive of broad efficacy, high selectivity, and significantly reduced GABA-ergic activity, all suggestive of a marked improvement over current (and past) Kv7-targeting therapies. Backing up a bit, Kv7 is a family of ion channels comprising five subtypes that are preferentially expressed in tissues and organs. Kv7 protein forms a channel that modulates the flow of charged potassium ions across cell membranes, repolarizing nerve cells and resetting them for potential firing. Biohaven is initially targeting the two Kv7 subtypes (Kv7.2/7.3) found in the cortex and hippocampus. Dysfunction of these channels increases the risk of seizure. There are two Kv7 therapies that are/were on the market and another in the clinic. Potiga (ezogabine) was approved for the treatment of refractory epilepsy in 2011 but was voluntarily withdrawn in 2017 due to poor tolerability and an adverse event profile that included dizziness and somnolence, largely the result of off-target activity at the GABA brain ion channel. The other Kv7-targeted therapy is flupirtine, which is approved in Europe for acute pain but is riddled by liver toxicity issues. Xenon Pharmaceuticals’ XEN1101 is undergoing assessment for the treatment of several seizure indications in clinical trials but appears to possess a narrower therapeutic index than BHV-7000 and is menaced by off-target GABA activity. Like XEN1101, Biohaven believes BHV-7000 will target a broad range of indications – the first being focal epilepsy, a disease afflicting ~3.5 million Americans and 50 million globally, for which a Phase 1 study was initiated in 2H22 with data expected in 1H23. If successful, management expects to initiate at least one pivotal epilepsy trial in 2H23. For the Kv7 platform, the company paid Knopp a total upfront consideration of $93.8 million, consisting of cash and legacy Biohaven stock. Knopp is also eligible to receive milestones of $887 million on BHV-7000 and mid-single digit to low teens royalties. BHV-1100. In addition to Biohaven’s neurological programs, it owns BHV-1100, an antibody recruiting molecule that is being studied in combination with autologous cytokine induced memory-like natural killer cells and immune globulin to target and kill multiple myeloma [MM] cells expressing the cell surface protein CD38. A Phase 1a/1b study initiated in 4Q21 and is expected to enroll 30 newly diagnosed MM patients.Seeking Alpha • Nov 09
Biohaven Non-GAAP EPS of -$1.25
Biohaven press release (NYSE:BHVN): Q3 Non-GAAP EPS of -$1.25. Cash as of September 30, 2022 was $50.7 million, excluding $0.8 million of restricted cash, compared to $76.1 million as of December 31, 2021.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 87 | -427 | -373 | -441 | 15 |
| 12/31/2027 | 17 | -438 | -354 | -380 | 16 |
| 12/31/2026 | N/A | -474 | -411 | -423 | 15 |
| 3/31/2026 | N/A | -648 | -594 | -594 | N/A |
| 12/31/2025 | N/A | -739 | -610 | -609 | N/A |
| 9/30/2025 | N/A | -780 | -650 | -650 | N/A |
| 6/30/2025 | N/A | -767 | -646 | -645 | N/A |
| 3/31/2025 | N/A | -889 | -649 | -645 | N/A |
| 12/31/2024 | N/A | -846 | -587 | -582 | N/A |
| 9/30/2024 | N/A | -804 | -531 | -527 | N/A |
| 6/30/2024 | N/A | -747 | -485 | -480 | N/A |
| 3/31/2024 | N/A | -517 | -359 | -357 | N/A |
| 12/31/2023 | N/A | -408 | -335 | -332 | N/A |
| 9/30/2023 | N/A | -465 | -295 | -292 | N/A |
| 6/30/2023 | N/A | -431 | -299 | -293 | N/A |
| 3/31/2023 | N/A | -544 | -323 | -316 | N/A |
| 12/31/2022 | N/A | -570 | -304 | -298 | N/A |
| 9/30/2022 | N/A | -421 | -261 | -255 | N/A |
| 6/30/2022 | N/A | -407 | -205 | -204 | N/A |
| 3/31/2022 | N/A | -257 | -171 | -170 | N/A |
| 12/31/2021 | N/A | -214 | -147 | -146 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: BHVN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: BHVN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: BHVN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: BHVN 의 수익(연간 67.9%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: BHVN 의 수익(연간 67.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: BHVN는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 04:22 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Biohaven Ltd.는 25명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brian Skorney | Baird |
| William Pickering | Bernstein |
| Dina Ramadane | BofA Global Research |