Selvita (SLV)

Business description

Selvita is a drug discovery services provider based in Poland. It employs 352 staff (30% PhDs) and operates two main business units: Innovations Platform (internal NME pipeline) and Research Services (medicinal chemistry/biology, biochemistry).

Stock data

Market cap.PLN914.4m
Last closePLN66.40
High / Low (52 weeks)PLN75.0 / PLN21.1
Stock market listingWSE
Forecast net cash (PLNm)20.3
Forecast gearing ratio (%)N/A
TeamHealthcare
SectorPharmaceutical & healthcare

Price performance

%1m3m12m
Actual10.841.2215.4
Relative *11.237.2145.2

* % Relative to local index

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Company news

BRIEF-Selvita receives order for 805000 euros for R&D project

Thu, 18 May 2017 12:00:00 GMT

BRIEF-FDA admits Selvita's SEL24 to clinical trials on leukemia patients

Thu, 18 Aug 2016 06:23:50 GMT

Celon Pharma Gains 19% in First Day of Warsaw Trading

Mon, 17 Oct 2016 07:05:50 GMT

PIM/FLT3 dual inhibition

Fri, 13 May 2016 14:49:27 GMT

Epidarex Capital launches Nodthera Limited

Thu, 28 Jul 2016 11:37:30 GMT

Y/E Dec Revenue (PLNm) EBITDA (PLNm) PBT (PLNm) EPS (grosz) P/E (x) P/CF (x)
2015A 56.1 10.2 7.6 83.58 79.4 N/A
2016A 66.7 8.3 4.6 64.62 102.8 N/A
2017E 77.3 12.0 5.3 38.02 174.6 N/A
2018E N/A N/A N/A N/A N/A N/A

Last updated on 12/05/2017

Investment summary

Selvita is a drug discovery and research services company. The company delivered on both fronts in 2016 with sales growing a solid 19% y-o-y and SEL24 licensing out to Menarini Group, the first deal for a proprietary clinical-stage asset. Total potential value of the deal is €89.1m. SEL24 is dual PIM/FLT3 inhibitor in Phase I/II for AML and the first such compound to progress to Phase I/II, to our knowledge. Selvita's second lead product SEL120 is a CDK8 inhibitor potentially for colon cancer and other malignancies and is about to begin IND-enabling studies. Multiple collaborations signed with partners such as Merck KGaA, H3 Biomedicine (Eisai) and most recently joint venture with Epidarex Capital to form Nodthera validate Selvita’s research capabilities. Cash of PLN29m at end of 2016, bolstered by profits from research service contracts, is sufficient to fund current activities.

Last updated on 01/06/2017

Industry outlook

The profiles of SEL24 and SEL120 are potentially unique when compared to existing clinical-stage competitors and both candidates may offer efficacy and safety advantages. Contract research is a fiercely competitive, but still rapidly growing market and we believe Selvita’s geographical location and lower cost benefits make it well placed to compete.

Last updated on 01/06/2017

Key management

Paweł Przewięźlikowski , CEO
Bogusław Sieczkowski, COO
Tomasz Nocun , IR

Company address

Park Life
ul. Bobrzynskiego 14
30-348 Krakow
Poland
View website