Download PDF

1. Company Snapshot

1.a. Company Description

Arbutus Biopharma Corporation, a biopharmaceutical company, develops novel therapeutics for chronic Hepatitis B virus (HBV) infection, SARS-CoV-2, and other coronaviruses in the United States.Its HBV product pipeline consists of AB-729, a proprietary subcutaneously delivered RNA interference product candidate, which in Phase Ia/Ib clinical trial targeted to hepatocytes that inhibits viral replication and reduces various HBV antigens using novel covalently conjugated N-acetylgalactosamine (GalNAc) delivery technology; and AB-836, an oral capsid inhibitor that suppresses HBV DNA replication.The company's research and development programs include AB-161, an oral HBV RNA destabilizer to destabilize HBV RNA, which leads in the reduction of HBsAg and other viral proteins; AB-101, an oral PD-L1 inhibitor to reawaken patients' HBV-specific immune response; and small molecule antiviral medicines to treat coronaviruses, including COVID-19.


It has strategic alliance, licensing, and research collaboration agreements with Talon Therapeutics, Inc.; Gritstone Oncology, Inc.; Alnylam Pharmaceuticals, Inc.; Qilu Pharmaceuticals Co, Ltd.; Assembly Biosciences, Inc.; Acuitas Therapeutics, Inc.; and Antios Therapeutics, Inc.Arbutus Biopharma Corporation also has a clinical collaboration agreement with Vaccitech plc to evaluate a triple combination of AB-729 for the treatment of chronic HBV infection.The company was formerly known as Tekmira Pharmaceuticals Corporation and changed its name to Arbutus Biopharma Corporation in July 2015.


Arbutus Biopharma Corporation is headquartered in Warminster, Pennsylvania.

Show Full description

1.b. Last Insights on ABUS

Arbutus Biopharma's recent performance was driven by encouraging clinical data and litigation progress. The company's imdusiran treatment showed promising results, with 46% of Phase 2a patients meeting criteria to discontinue treatment and 94% of long-term follow-up patients remaining off treatment for up to 2+ years. Additionally, a favorable claim construction ruling was issued in the Pfizer-BioNTech litigation, and a U.S. trial against Moderna is scheduled for March 2026. The company also reported a strong financial position with $93.7M in cash and marketable securities.

1.c. Company Highlights

2. Transcript Summary

Unfortunately this company is not part of our coverage yet. But as part of your subscription plan you can request it by clicking just below and we'll process.

Request Coverage

3. NewsRoom

Card image cap

Arbutus Reports Third Quarter 2025 Financial Results and Provides Corporate Update

Nov -13

Source: globenewswire.com

Card image cap

Arbutus Announces Four Abstracts Accepted for Presentation at AASLD - The Liver Meeting® 2025

Oct -07

Source: globenewswire.com

Card image cap

Are Medical Stocks Lagging Arbutus Biopharma (ABUS) This Year?

Oct -03

Source: zacks.com

Card image cap

Is Arbutus Biopharma (ABUS) Stock Outpacing Its Medical Peers This Year?

Sep -01

Source: zacks.com

Card image cap

Arbutus (ABUS) Q2 Revenue Surges 529%

Aug -06

Source: fool.com

Card image cap

Arbutus Biopharma (ABUS) Beats Q2 Earnings and Revenue Estimates

Aug -06

Source: zacks.com

Card image cap

Arbutus Reports Second Quarter 2025 Financial Results and Provides Corporate Update

Aug -06

Source: globenewswire.com

Card image cap

Arbutus Reacquires Greater China Rights to Imdusiran and Announces Scientific Advisory Board with Late-Stage Clinical Focus

Jun -25

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.27%)

6. Segments

Novel Therapeutics

Expected Growth: 9.27%

Arbutus Biopharma's Novel Therapeutics segment growth is driven by increasing adoption of RNAi-based treatments, strong pipeline of HBV and HIV therapies, and strategic partnerships. The company's proprietary LNP delivery technology and AB-729 candidate's promising Phase 1a results also contribute to growth. Additionally, the growing demand for innovative therapies and increasing investment in gene editing technologies support the segment's 9.27% growth.

7. Detailed Products

AB-729

A RNA interference (RNAi) therapeutic candidate for the treatment of chronic hepatitis B virus (HBV) infection

AB-836

A next-generation RNAi therapeutic candidate for the treatment of chronic HBV infection

AB-101

A proprietary GalNAc-conjugated RNAi therapeutic candidate for the treatment of chronic HBV infection

LNP (Lipid Nanoparticle) Delivery Technology

A proprietary delivery technology for RNAi therapeutics, enabling targeted delivery to the liver

8. Arbutus Biopharma Corporation's Porter Forces

Forces Ranking

Threat Of Substitutes

Arbutus Biopharma Corporation has a moderate threat of substitutes due to the availability of alternative treatments for hepatitis B, such as nucleoside analogues and interferons. However, the company's proprietary RNAi technology provides a unique mechanism of action that differentiates its products from existing treatments.

Bargaining Power Of Customers

Arbutus Biopharma Corporation's customers, primarily pharmaceutical companies and research institutions, have limited bargaining power due to the company's specialized RNAi technology and the high barriers to entry in the biotech industry.

Bargaining Power Of Suppliers

Arbutus Biopharma Corporation's suppliers, including contract manufacturers and raw material providers, have moderate bargaining power due to the company's dependence on a limited number of suppliers for critical components and materials.

Threat Of New Entrants

Arbutus Biopharma Corporation faces a high threat of new entrants due to the growing interest in RNAi technology and the increasing availability of funding for biotech startups. New entrants could potentially disrupt the market and compete with the company's products.

Intensity Of Rivalry

Arbutus Biopharma Corporation operates in a highly competitive industry with several established players, including Gilead Sciences and GlaxoSmithKline. The company faces intense rivalry in the development of hepatitis B treatments, which could impact its market share and revenue.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 6.51%
Debt Cost 5.26%
Equity Weight 93.49%
Equity Cost 13.81%
WACC 13.26%
Leverage 6.96%

11. Quality Control: Arbutus Biopharma Corporation passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Arbutus Biopharma

A-Score: 4.4/10

Value: 6.0

Growth: 4.0

Quality: 3.9

Yield: 0.0

Momentum: 7.5

Volatility: 5.0

1-Year Total Return ->

View Full Report
Stock-Card
BioCryst Pharmaceuticals

A-Score: 4.4/10

Value: 5.0

Growth: 7.2

Quality: 5.1

Yield: 0.0

Momentum: 5.0

Volatility: 4.0

1-Year Total Return ->

View Full Report
Stock-Card
Ocular Therapeutix

A-Score: 4.0/10

Value: 6.2

Growth: 5.0

Quality: 4.3

Yield: 0.0

Momentum: 6.0

Volatility: 2.3

1-Year Total Return ->

View Full Report
Stock-Card
Poseida Therapeutics

A-Score: 3.8/10

Value: 4.2

Growth: 4.6

Quality: 4.1

Yield: 0.0

Momentum: 10.0

Volatility: 0.0

1-Year Total Return ->

View Full Report
Stock-Card
EyePoint Pharmaceuticals

A-Score: 3.7/10

Value: 6.6

Growth: 2.3

Quality: 4.9

Yield: 0.0

Momentum: 7.5

Volatility: 1.0

1-Year Total Return ->

View Full Report
Stock-Card
Lipocine

A-Score: 3.6/10

Value: 8.2

Growth: 6.9

Quality: 3.0

Yield: 0.0

Momentum: 1.0

Volatility: 2.7

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

4.42$

Current Price

4.42$

Potential

-0.00%

Expected Cash-Flows