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Ultragenyx Pharmaceutical Inc. Stock Price

NasdaqGS:RARE Community·US$2.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

RARE Share Price Performance

US$25.32
-4.20 (-14.23%)
US$26.00
Fair Value
US$25.32
-4.20 (-14.23%)
2.6% undervalued intrinsic discount
US$26.00
Fair Value
Price US$25.32
AnimalDoctorKwon US$26.00
AnalystConsensusTarget US$52.05
AnalystHighTarget US$94.62

RARE Community Narratives

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Fair Value US$26 2.6% undervalued intrinsic discount

burns cash despite four approved drugs, trapped by structural inefficiencies and gene-therapy scaling hurdles that thin safety margins.

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·
Fair Value US$52.05 51.4% undervalued intrinsic discount

Advancements In Genomics And Rare Therapies Will Expand Prospects

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Fair Value US$94.62 73.2% undervalued intrinsic discount

Advanced Gene Therapies Will Drive Global Rare Disease Growth

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US$27
6.2% undervalued intrinsic discount
Profit Margin
17.2%
Future PE
21.66x
Price in 2029
US$33.71
US$52.05
51.4% undervalued intrinsic discount
Profit Margin
8.64%
Future PE
59.64x
Price in 2029
US$65.13

Trending Discussion

No trending discussion available.

Updated Narratives

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burns cash despite four approved drugs, trapped by structural inefficiencies and gene-therapy scaling hurdles that thin safety margins.

Fair Value: US$26 2.6% undervalued intrinsic discount
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RARE: Genglycos Approval And Angelman Phase 3 Data Will Drive Repricing

Fair Value: US$94.62 73.2% undervalued intrinsic discount
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RARE: Mixed Sector Momentum And Trial Execution Will Shape Future Risk Reward

Fair Value: US$27 6.2% undervalued intrinsic discount
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Snowflake Analysis

High growth potential and good value.

3 Risks
2 Rewards

Ultragenyx Pharmaceutical Inc. Key Details

US$717.0m

Revenue

US$866.0m

Cost of Revenue

-US$149.0m

Gross Profit

US$437.0m

Other Expenses

-US$586.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-5.96
-20.78%
-81.73%
-423.2%
View Full Analysis

About RARE

Founded
2010
Employees
1371
CEO
Emil Kakkis
WebsiteView website
www.ultragenyx.com

Ultragenyx Pharmaceutical Inc., a biopharmaceutical company, focuses on the identification, acquisition, development, and commercialization of novel products for the treatment of rare and ultra-rare genetic diseases in North America, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific. Its biologic products include Crysvita (burosumab), an antibody targeting fibroblast growth factor 23 for the treatment of X-linked hypophosphatemia, as well as tumor-induced osteomalacia; Mepsevii, an enzyme replacement therapy for the treatment of children and adults with Mucopolysaccharidosis VII; Dojolvi for the treatment of long-chain fatty acid oxidation disorders; and Evkeeza (evinacumab) for the treatment of homozygous familial hypercholesterolemia. The company’s products candidates that are in Phase 3 clinical trials include UX143, a human monoclonal antibody for the treatment of osteogenesis imperfecta; UX111, an AAV9 gene therapy product candidate for the treatment of patients with Sanfilippo syndrome type A, or MPS IIIA, a rare lysosomal storage disease; DTX401, an adeno-associated virus 8 (AAV8) gene therapy clinical candidate for the treatment of patients with glycogen storage disease type Ia; DTX301, an AAV8 gene therapy for the treatment of patients with ornithine transcarbamylase; and GTX-102, an antisense oligonucleotide for the treatment of Angelman syndrome. It also develops UX701, an adeno-associated AAV9 gene therapy which is in Phase 2 clinical trial for the treatment of Wilson liver disease. The company has collaboration and license agreement with Kyowa Kirin Co., Ltd.; Saint Louis University; Baylor Research Institute; REGENXBIO Inc.; GeneTx; Mereo; University of Pennsylvania; Regeneron; and Abeona. Ultragenyx Pharmaceutical Inc. was incorporated in 2010 and is headquartered in Novato, California.

Recent RARE News & Updates

Seeking Alpha Aug 14

Ultragenyx: Undervalued Ahead Of Two FDA Decisions

Summary Ultragenyx Pharmaceutical is rated a soft Buy at $26.75, with a probability-weighted fair value of ~$32 per share. Two near-term FDA decisions: DTX401 on Aug 23 and another for UX111 on Sept 19. DTX401 has a cleaner regulatory case, but UX111 has a credible approval path. Using 80% approval odds for DTX401 and 65% for UX111, our probability-weighted value is approximately $32 per share versus a current share price near $27. RARE is not a conventional binary biotech. It expects $730–$760 million of 2026 revenue from existing products and also has major late-stage assets outside the two pending BLAs. Risks include manufacturing setbacks, financing needs, and valuation sensitivity to revenue multiples, but current pricing underestimates the probability of at least one approval. Read the full article on Seeking Alpha

Recent updates

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