Biohaven Ltd.

NYSE:BHVN 주식 리포트

시가총액: US$2.4b

Biohaven 향후 성장

Future 기준 점검 2/6

Biohaven (는) 각각 연간 26.6% 및 67.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 38.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -354.2% 로 예상됩니다.

핵심 정보

26.6%

이익 성장률

38.49%

EPS 성장률

Biotechs 이익 성장25.1%
매출 성장률67.2%
향후 자기자본이익률-354.20%
애널리스트 커버리지

Good

마지막 업데이트29 Jun 2026

최근 향후 성장 업데이트

Recent updates

분석 기사 Jun 21

Biohaven (BHVN) Stock Looks Rich After Pivotal Trial Plans Lift Shares

Biohaven (BHVN) drew investor attention after its stock rose 12.66% as the company outlined plans to start pivotal clinical studies for several cancer and autoimmune candidates in its pipeline. See our latest analysis for Biohaven. Looking beyond the latest jump, Biohaven’s share price return has been strong over shorter periods, with a 20.3% 7 day and 43.6% 30 day move. However, the 1 year total shareholder return declined 6.2%, which suggests recent momentum is rebuilding after a weaker...
Seeking Alpha Jun 18

Biohaven: Upgrading To Buy On Protein Degraders Pivotal Study Initiations

Summary Biohaven (BHVN) is upgraded from "Hold" to "Buy," driven by FDA regulatory shifts and strong biomarker data for its protein degrader pipeline. The company is set to initiate pivotal studies for BHV-1300 in Graves' Disease and BHV-1400 in IgA Nephropathy in mid-2026, targeting large unmet markets. Phase 1b data show over 80% reduction in pathogenic TSHR-IgG1 for BHV-1300 and over 60% Gd-IgA1 reduction for BHV-1400, with safety advantages over competitors. With $351.8M cash as of March 2026 and additional equity capacity, the company is funded for at least one year, supporting multiple upcoming catalysts. Read the full article on Seeking Alpha
분석 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
분석 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 Alpha
Seeking 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 Alpha
분석 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 Alpha
Seeking 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 Alpha
분석 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 Alpha
Seeking 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 Alpha
분석 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. 21

이익 및 매출 성장 예측

NYSE:BHVN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202884-431-373-43916
12/31/202717-456-354-39417
12/31/2026N/A-471-411-42716
3/31/2026N/A-648-594-594N/A
12/31/2025N/A-739-610-609N/A
9/30/2025N/A-780-650-650N/A
6/30/2025N/A-767-646-645N/A
3/31/2025N/A-889-649-645N/A
12/31/2024N/A-846-587-582N/A
9/30/2024N/A-804-531-527N/A
6/30/2024N/A-747-485-480N/A
3/31/2024N/A-517-359-357N/A
12/31/2023N/A-408-335-332N/A
9/30/2023N/A-465-295-292N/A
6/30/2023N/A-431-299-293N/A
3/31/2023N/A-544-323-316N/A
12/31/2022N/A-570-304-298N/A
9/30/2022N/A-421-261-255N/A
6/30/2022N/A-407-205-204N/A
3/31/2022N/A-257-171-170N/A
12/31/2021N/A-214-147-146N/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 67.2%)이 US 시장(연간 12.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: BHVN 의 수익(연간 67.2%)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

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 19:20
종가2026/07/02 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Biohaven Ltd.는 23명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brian SkorneyBaird
William PickeringBernstein
Dina RamadaneBofA Global Research