Biohaven Ltd.

NYSE:BHVN Stok Raporu

Piyasa değeri: US$2.2b

Biohaven Yönetim

Yönetim kriter kontrolleri 2/4

Biohaven CEO'su Vlad Coric, May2022 tarihinde atandı, in görev süresi 4.17 yıldır. in toplam yıllık tazminatı $ 13.50M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.8% maaş ve 93.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 2.56% ine doğrudan sahiptir ve bu hisseler $ 57.28M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.7 yıl ve 3.8 yıldır.

Anahtar bilgiler

Vlad Coric

İcra Kurulu Başkanı

US$13.5m

Toplam tazminat

CEO maaş yüzdesi6.82%
CEO görev süresi4.2yrs
CEO sahipliği2.6%
Yönetim ortalama görev süresi3.7yrs
Yönetim Kurulu ortalama görev süresi3.8yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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

CEO Tazminat Analizi

Vlad Coric'un ücretlendirmesi Biohaven'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$648m

Dec 31 2025US$14mUS$920k

-US$739m

Sep 30 2025n/an/a

-US$780m

Jun 30 2025n/an/a

-US$767m

Mar 31 2025n/an/a

-US$889m

Dec 31 2024US$10mUS$885k

-US$846m

Sep 30 2024n/an/a

-US$804m

Jun 30 2024n/an/a

-US$747m

Mar 31 2024n/an/a

-US$517m

Dec 31 2023US$7mn/a

-US$408m

Sep 30 2023n/an/a

-US$465m

Jun 30 2023n/an/a

-US$431m

Mar 31 2023n/an/a

-US$544m

Dec 31 2022US$7mUS$200k

-US$570m

Tazminat ve Piyasa: Vlad 'nin toplam tazminatı ($USD 13.50M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.13M ).

Tazminat ve Kazançlar: Vlad şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Vlad Coric (55 yo)

4.2yrs
Görev süresi
US$13,500,438
Tazminat

Dr. Vladimir Coric, also known as Vlad, MD, is Independent Non-Employee Director of Veradermics, Incorporated from September 2021. Dr. Coric is Independent Director of Royalty Pharma plc from April 8, 2025...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Vladimir Coric
Chairman & CEO4.2yrsUS$13.50m2.56%
$ 57.3m
Matthew Buten
Chief Financial Officerno dataUS$4.52m0.13%
$ 2.9m
Bruce Car
Chief Scientific Officer3.9yrsUS$4.77m0.045%
$ 1.0m
Kimberly Gentile
Senior Vice President of Clinical Operationsno dataUS$3.96m0.066%
$ 1.5m
Deb Young
Senior Director of Regulatory Affairs & Operations3.5yrsVeri yokVeri yok
George Clark
VP & Chief Accounting Officerno dataVeri yok0.058%
$ 1.3m
John McGill
Chief Technology Officerless than a yearVeri yokVeri yok
Jennifer Porcelli
Vice President of Investor Relationsno dataVeri yokVeri yok
Warren Volles
General Counsel & Chief Legal Officerno dataVeri yokVeri yok
Clifford Bechtold
President & GM of Biohaven Ireland Chief Compliance Officerno dataVeri yokVeri yok
John Tilton
Chief Commercial Officer of Rare Diseasesno dataVeri yokVeri yok
Chris Barrett
Senior Vice President of Commercial Strategy & Common Diseaseno dataVeri yokVeri yok
3.7yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: BHVN 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.7 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Vladimir Coric
Chairman & CEO4.2yrsUS$13.50m2.56%
$ 57.3m
Douglas Gray
Corporate Secretary & Directorno dataVeri yokVeri yok
John Childs
Independent Director3.8yrsUS$555.94k6.56%
$ 147.0m
Julia Gregory
Independent Director3.8yrsUS$560.94k0.017%
$ 382.0k
Robert Hugin
Independent Director3.8yrsUS$552.94k0.0086%
$ 192.9k
Gregory Bailey
Independent Director3.8yrsUS$555.94k1.34%
$ 30.1m
Michael Heffernan
Lead Independent Director3.8yrsUS$597.94k0.010%
$ 225.8k
Richard B. Lipton
Member of Scientific Advisory Boardno dataVeri yokVeri yok
John Krystal
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Irina Antonijevic
Director3.8yrsUS$542.94k0.0017%
$ 37.6k
Kishan Mehta
Director3.8yrsUS$535.94k0.015%
$ 337.2k
Gerard Sanacora
Member of Scientific Advisory Boardno dataVeri yokVeri yok
3.8yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BHVN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.8 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/01 22:31
Gün Sonu Hisse Fiyatı2026/07/01 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Biohaven Ltd. 23 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Brian SkorneyBaird
William PickeringBernstein
Dina RamadaneBofA Global Research