Report
Juan Ros-Padilla ...
  • Luis de Toledo Heras

Laboratorios Rovi : Appealing upside and net cash to make the wait for the catalyst bearable

>Fully integrated and well diversified specialty pharma - Rovi is a fully integrated and well diversified specialty pharma. The company is focused on prescription drugs (54% of sales), both in-house and license. Additionally, it has a CMO business (41% of sales) which has recently trebled in size thanks to an agreement with Moderna. Finally, it also has a contrast agents’ unit and a residual OTC business. In recent years the company has consolidated its franchise as a...
Underlying
Laboratorios Farmaceuticos Rovi S.A.

Laboratorios Farmaceuticos Rovi is engaged in the sale of its own pharmaceutical products and the distribution of other products for which it holds licenses granted by other laboratories for specific periods, in accordance with the terms and conditions contained in the agreements entered into with said laboratories.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Juan Ros-Padilla

Luis de Toledo Heras

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