Report
Karen Andersen
EUR 101.80 For Business Accounts Only

Bioverativ's hemophilia drugs are highly profitable, but the competitive landscape looks tough.

We may modestly lower our fair value estimates for hemophilia incumbents Shire, Sobi, and Bioverativ following Roche’s positive Hemlibra data in the broader, non-inhibitor hemophilia A population. Hemlibra was approved by the FDA last week for inhibitor patients (affecting Shire’s Feiba) and has now shown superior control of bleeds in the general, non-inhibitor hemophilia A population ($6 billion market) when administered subcutaneously once weekly, over prior intravenous factor VIII prophylaxis...
Underlying
Bioverativ Inc.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Karen Andersen

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