As recently as 2016, Swedish Orphan Biovitrum, or Sobi, was primarily a specialty pharmaceutical firm focused on in-licensing and commercializing therapies in Europe. Since then, successful launches of hemophilia treatments Elocta and Alprolix, along with a series of acquisitions and partnerships, have expanded Sobi's geographic reach into the US and broadened its presence across hematology and immunology.
Sobi's Altuvoct is emerging as the leading next-generation factor VIII therapy in Europe. Continued patient switching from Elocta, combined with geographic expansion, could drive sales materially above current expectations.
With a growing number of hemophilia A and B competitors, Sobi could have a difficult time winning market share and maintaining pricing.
|
Metric
|
SOBI
|
4502
|
CSL
|
|---|---|---|---|
Price/Earnings (Normalized) | 23.00 | 48.22 | 20.09 |
Price/Book Value | 3.57 | 1.20 | 3.91 |
Price/Sales | 4.95 | 1.96 | 3.65 |
Price/Cash Flow | 14.94 | 10.96 | 16.30 |
|
Metric
|
SOBI
|
4502
|
CSL
|
|---|---|---|---|
Quick Ratio | 0.55 | 0.54 | 0.88 |
Current Ratio | 0.88 | 1.14 | 2.21 |
Interest Coverage | 2.70 | 0.07 | −8.46 |
|
Metric
|
SOBI
|
4502
|
CSL
|
|---|---|---|---|
Return on Assets (Normalized) | 9.37% | 5.53% | 8.38% |
Return on Equity (Normalized) | 17.61% | 11.34% | 17.61% |
Return on Invested Capital (Normalized) | 13.82% | 7.74% | 11.10% |
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1-Day Chart
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