Selvita (SLV)

Business description

Selvita is an R&D and drug discovery services company. 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.PLN736.9m
Last closePLN53.51
High / Low (52 weeks)PLN75.0 / PLN23.4
Stock market listingWSE
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamHealthcare
SectorPharmaceutical & healthcare

Price performance

%1m3m12m
Actual11.5(20.1)125.8
Relative *7.3(25.7)61.7

* % Relative to local index

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Company news

Selvita and The Leukemia & Lymphoma Society Announce Partnership to Advance ...

Tue, 08 Aug 2017 07:07:30 GMT

Selvita And Menarini Group Announce Global License Agreement For Clinical ...

Thu, 30 Mar 2017 07:03:36 GMT

Voluntary health agency jump-starts Selvita's SEL120 programme

Wed, 09 Aug 2017 10:03:08 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

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 64.0 N/A
2016A 66.7 8.3 4.6 64.22 83.3 N/A
2017E N/A N/A N/A N/A N/A N/A
2018E N/A N/A N/A N/A N/A N/A

Last updated on 10/08/2017

Investment summary

Selvita is an R&D and drug discovery services company. In 2016 sales grew a solid 19% y-o-y and the momentum continued into Q117 with an impressive 99% revenue growth y-o-y. SEL24’s out-licensing to Menarini Group in March 2017 was the first deal for a proprietary clinical-stage asset and the total potential value of the deal was €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, partnered with the Leukemia & Lymphoma Society for AML and is undergoing IND-enabling studies. Multiple collaborations signed with partners such as Merck KGaA, H3 Biomedicine (Eisai) and joint venture with Epidarex Capital to form Nodthera validate Selvita’s research capabilities. Cash position was PLN43m as of end of 25 May 2017. We are updating our estimates.

Last updated on 06/09/2017

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 06/09/2017

Key management

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

Company address

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