BIVV

Bioverativ Inc

Healthcare


Presented:02/15/2017
Price:44.10
Cap:$4.76B
Current Price:$104.98
Cap:$5.16B

Presented

Date02/15/2017
Price44.10
Market Cap$4.76B
Ent ValueN/A
P/E RatioN/A
Book ValueN/A
Div Yield0%
Shares O/S107.98M
Ave Daily Vol3,754,158
Short IntN/A

Current

Price$104.98
Market Cap$5.16B
Bioverativ Inc. operates as a biotechnology company. The Company focuses on the discovery, research, development, and commercialization of innovative therapies for the treatment of hemophilia and other blood disorders. Bioverativ conducts business worldwide.

Publicly traded companies mentioned herein: Bioverativ Inc (BIVV), Roche Holding AG (ROG VX), Shire PLC (SHPG)

Highlights

The presenter is long shares of Bioverativ (BIVV), a $5B market cap spin-out from Biogen. BIVV produces two main products, both for the treatment of hemophilia, and the presenter sees a favorable risk/reward set-up at BIVV due to conservative guidance while BIVV steadily takes market share. He believes value in BIVV has been obscured by the recency of the spin-off, and sees BIVV’s share price appreciating to $55 with modest expansions in EBITDA margins and market share, with additional optionality from other sources like tax reform.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.