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BIBIOVF

Swedish Orphan Biovitrum AB (publ)

$BIOVF·$17B·Drug Manufacturers - Specialty & Generic·Healthcare
$49.030.0%YTD+34.3%1Y+58.9%
Mentions · last 7 days
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Price updated 10m ago·X counts updated 2d ago
BIBIOVF
$BIOVFSwedish Orphan Biovitrum AB (publ)
$49.030.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BIOVF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-20

The move is getting stronger, with heavier trading behind it.

Swedish Orphan Biovitrum is up 65% over twelve months on the rare-disease franchise — Q1 revenue jumped 27% year on year.

Swedish Orphan Biovitrum (Sobi) is a Swedish specialty-and-orphan-drug maker (hemophilia, immunology, rare-disease treatments), and the equity is running on genuine top-line acceleration: up 39% year to date and 65% over twelve months, sitting at 100% of the 52-week range.

  • Q2 revenue of SEK 7.84B grew 27.0% year on year with EPS of SEK 3.17, and the July 16 print delivered EPS of $0.33 (a 13% consensus miss); the trailing four quarters show revenue growing 5-27% year on year — the operating story is inflecting.
  • Operating margin of 29.6%, ROIC of 13.4%, gross margin of 44.2%, and free-cash-flow yield of 4.5% — attractive specialty-pharma economics; trailing P/E of 174x reflects a Q1 EPS trough more than steady-state earnings, EV/EBITDA of 13.9x is the fairer lens.
  • Debt-to-equity of 0.47 is moderate, and position at 100% of the range plus 24% lead over the 200-day moving average — the equity has been repriced meaningfully; the fundamentals need to keep up with a stretched setup.

October 19 Q3 earnings is the next scheduled print; the drivers between now and then are hemophilia-franchise product launches, any updated guidance, and any partnering / M&A commentary. If the revenue acceleration holds, the equity has more room; a stall risks a rerating.

What to watch: Oct 19 Q3 earnings: hemophilia-franchise launches, updated guidance, and partnering / M&A commentary.

On the calendar: 2026-10-19

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What it does

Plain-English summary of the business — what they sell and how they make money.

Operating under the ticker BIOVF, Swedish Orphan Biovitrum AB (publ) is a specialized biotechnology company dedicated to the research, development, manufacturing, and commercialization of pharmaceutical products. Its primary therapeutic focus areas encompass hematology, immunology, and a range of genetic and metabolic disorders, with a commercial presence across Europe, North America, and other international markets. The company's diverse portfolio includes medications addressing critical conditions such as hemophilia B (Alprolix) and hemophilia A (Elocta), thrombocytopenia (Doptelet), hemophagocytic lymphohistiocytosis (Gamifant), and hereditary tyrosinemia type-1 (Orfadin). Additionally, it provides Kineret for multiple inflammatory diseases, including cryopyrin-associated periodic syndrome, rheumatoid arthritis, and Still's disease, alongside Synagis for severe lower respiratory tract infections. Sobi's broader product range further comprises various other therapeutics like Akynzeo, Aloxi, Ammonul, Betapred, Caphosol, Fibclot, IVheBex, and Willfact. Beyond its proprietary offerings, Sobi is involved in the development of drug substances for external partners, notably ReFacto AF/Xyntha for Pfizer, as well as advancing BIVV001 for hemophilia A and Nirsevimab, which targets respiratory syncytial virus. A key strategic collaboration exists with Apellis Pharmaceuticals Inc. for the co-development of pegcetacoplan, aimed at treating a spectrum of rare diseases, such as paroxysmal nocturnal hemoglobinuria. The company maintains its headquarters in Solna, Sweden.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $BIOVF.

Drug Manufacturers - Specialty & Generic · Healthcare

No material change from last week — animal health revenues under pressure from inflation-driven vet visit deferrals while a securities fraud investigation adds governance overhang; the key debate..

What this means for $BIOVF

Neutral — Operating under the ticker BIOVF, Swedish Orphan Biovitrum AB (publ) is a specialized biotechnology company dedicated to the research, development, manufacturing, and commercialization of pharmaceu; limited read-through from drug manufacturers - specialty & generic macro dynamics to this specific revenue mix.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+16.3%YTD
+47.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
174.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 16, 2026$0.33$0.38-13.5%
Q1 2026Apr 28, 2026$0.45$0.38+17.8%
Q4 2025Feb 5, 2026$0.60$0.46+31.4%
Q3 2025Oct 20, 2025$0.64$0.49+29.9%
Next earningsMon, Oct 19·consensus EPS $0.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$7.8B+27.0%76.7%26.4%$3.17$1.6B
Q1 FY26$7.2B+11.1%75.7%26.0%$3.81$872.0M
Q4 FY25$7.8B+4.9%71.5%30.2%$5.38$3.0B
Q3 FY25$7.7B+12.0%-16.3%36.4%$-8.34$1.8B

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$32.7B$31.8B – $33.8B$18.76$18.08 – $19.602
FY27$37.1B$36.0B – $38.4B$23.80$22.93 – $24.865
FY28$40.9B$39.7B – $42.3B$26.76$25.78 – $27.961
FY29$46.5B$45.2B – $48.1B$31.56$30.41 – $32.982
FY30$50.7B$49.3B – $52.5B$35.42$34.12 – $37.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.100%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 181.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Swedish Orphan Biovitrum AB (publ) (SWOBY) Q1 2026 Earnings Call Transcriptseekingalpha.com·84d ago

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Voices on X · last 7 days

No standout posts about $BIOVF on X in the last 7 days.

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