Member Info for Marty130

Based on recent financial analysis and analyst reports from late 2024 and throughout 2025, hVIVO plc (

HVO) is widely considered to be undervalued.

Key Valuation Insights

Analyst Consensus: Analysts hold a consensus "Buy" rating for hVIVO, with an average 12-month price target significantly higher than its current trading price.

Intrinsic Value: Various intrinsic valuation models, such as the 2-Stage Free Cash Flow to Equity and Discounted Cash Flow (DCF) analyses, suggest the stock is trading at a significant discount to its fair value. One model suggests it is undervalued by approximately 67% compared to its intrinsic value of 13.89 GBX.

Peer Comparison: hVIVO is considered good value based on its Price-to-Earnings (P/E) ratio (around 5.9x to 12.2x, depending on the source date and exchange) compared to its industry peers and the broader European Life Sciences industry average.

Broker Opinion: Financial brokers like Shore Capital have initiated coverage with "buy" calls, arguing the company is seriously undervalued and that the persistent low share price could make it an attractive takeover target for a larger firm.

Growth Prospects and Risks

Strong Growth Forecast: The company's earnings are expected to double in the coming years, driven by strong demand for its human challenge trial services and recent expansion into virology lab capabilities and additional clinical research units in Germany. hVIVO anticipates strong growth through 2026.

Financial Health: hVIVO generally maintains a strong cash position with no debt, providing financial flexibility for future acquisitions or expansions.

Risks: Despite positive long-term outlooks, the stock has experienced significant volatility and recent share price weakness, reflecting sector-wide concerns and some operational/liquidity risks (short-term liabilities exceeding current assets in some reports) that warrant careful consideration by investors. The stock's high beta means its price movements are exaggerated relative to the rest of the market.

Presumably carried out to keep them from being expelled from the market..

That make sense.

Showing as sales!!!

This company is seriously undervalued.

Anyone shed light on all those 4.80 buys going through?

Good RNS, but as per usual not revealing the actual details reference to licensing revenues..

Trades 401

Vol Sold 7,288,856

Vol Bought 4,643,104

52 Week High 21.10

52 Week High Date 27-Jan-2025

52 Week Low 4.35

52 Week Low Date 11-Dec-202

45 45%

0 0%

54 55%

Back in the red.. Possibly down to poor UK economic data..

Shand!!!

Yes, under a recent UK-US trade deal (December 2025), UK pharmaceutical exports to the US are rated zero-tariff for at least three years, a major win for UK pharma securing duty-free access in exchange for the UK increasing medicine prices for the NHS and better aligning with US policies. This landmark agreement, part of the broader UK-US Economic Prosperity Deal, protects billions in exports, fosters investment, and gives UK-made medicines a significant advantage over competitors.

Key Aspects of the Deal:

Zero Tariffs: All UK-origin pharmaceuticals, ingredients, and MedTech exports to the US are tariff-free.

Reciprocal Concessions: The UK agreed to increase net prices paid for new medicines by 25% and raise the NICE cost-effectiveness threshold.

Strategic Importance: It shields a key UK export sector and positions the UK as a global life sciences hub.

Duration: The zero-tariff commitment lasts for a minimum of three years.

Thankfully.

Khan likes a dabble!

Primarily due to Khan buying a large amount of stock. On the surface this company appears to be going places.. Hope i am right.

Looks like a sell to me.

Aptamer Group plc and AstraZeneca have a multi-year collaboration focused on using Aptamer's proprietary Optimer technology to create targeted drug delivery vehicles, particularly for delivering siRNA (small interfering RNA) to specific cells, like those causing fibrotic liver disease, aiming to improve treatment effectiveness and reduce off-target effects, with recent developments in 2024 advancing towards preclinical animal models.

Yes a sell for shorters/day traders, a hold for a possible sell out to Unilever or AZT.

Cv

Don't forget 70% of the stock is with BoD and institutions.

Biogen has recently shown strong performance in key product areas like the Alzheimer's treatment Leqembi and Skyclarys for ALS, which have beaten analyst expectations. Continued strong sales and earnings can drive the stock price up regardless of the share count.

Earnings per Share (EPS): While a high share count can dilute EPS (earnings divided by shares outstanding), the metric can improve if net income increases at a faster rate than the number of shares. Biogen's current PE ratio is around 15.87, which some analysts view as a reasonable valuation compared to its earnings.

Growth Prospects & Pipeline: The market is forward-looking. Positive developments in Biogen's late-stage drug pipeline, especially in neurodegenerative diseases and immunology, are key bullish catalysts that could significantly increase the share price.

Analyst Sentiment: Many Wall Street analysts have a "Buy" or "Hold" rating on Biogen stock, with several raising their price targets due to growing confidence in new product commercialization and strategic business development. The average price target of around $182.53 suggests a potential upside from its current price.

Share Buybacks: Companies can use share buybacks to reduce the number of outstanding shares, which increases EPS and ownership percentage for existing shareholders, potentially boosting the stock price. Biogen has engaged in some minor buybacks in previous years, which is a tool it could use.

Considerations

Yes, but that wouldn't likely inhibit a higher share price. I imagine there will be a consolidation at around 70/90p.