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.PLN759.6m
Last closePLN56.50
High / Low (52 weeks)PLN75.0 / PLN20.8
Stock market listingWSE
Forecast net cash (PLNm)25.9
Forecast gearing ratio (%)N/A
TeamHealthcare
SectorPharmaceutical & healthcare

Price performance

%1m3m12m
Actual24.772.8151.5
Relative *15.351.199.7

* % Relative to local index

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Company news

BRIEF-Selvita signs 6.1 mln zlotys deal with Italian pharmaceutical company

Wed, 15 Mar 2017 15:33:45 GMT

BRIEF-Selvita signs license agreement concerning compound SEL24

Tue, 28 Mar 2017 11:27:20 GMT

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

Thu, 30 Mar 2017 06:56:15 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)
2014A 41.6 7.6 5.4 55.91 101.1 N/A
2015A 56.1 10.2 7.6 83.58 67.6 N/A
2016E 67.6 7.6 3.7 27.85 202.9 N/A
2017E 76.9 10.7 3.3 24.27 232.8 N/A

Last updated on 28/03/2017

Investment summary

Selvita is a rapidly emerging drug discovery and research services company. The company delivered on both fronts in 2016 with estimated sales to have grown a solid 21% y-o-y and an R&D milestone met after the FDA accepted an investigational new drug application for the company’s lead drug candidate, SEL24, which now proceeds to Phase I/II. SEL24 is dual PIM/FLT3 inhibitor 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 PLN27m at end of October 2016, bolstered by profits from research service contracts, is sufficient to fund current activities.

Last updated on 04/04/2017

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 04/04/2017

Key management

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

Company address

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