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1. Company Snapshot

1.a. Company Description

PolyPeptide Group AG operate as a contract development and manufacturing company worldwide.It focuses on proprietary and generic GMP-grade peptides used by pharmaceutical and biotech companies in approved pharmaceutical products, drugs in clinical development, and in generic products.It engages in manufacturing custom research grade peptides; and developing neoantigen peptide to support personalized cancer therapies.


The company is also involved in manufacturing peptides for commercially approved peptide therapeutics.In addition, it manufactures peptide-based generics for human and veterinary markets; and cosmetic peptides.Further, the company offers regulatory affair support services.


The company was founded in 1952 and is headquartered in Zug, Switzerland.PolyPeptide Group AG is a subsidiary of Draupnir Holding B.V.

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1.b. Last Insights on PPGN

PolyPeptide Group AG's recent performance was hindered by a decline in sales, particularly in the peptide business segment. The company's commercial momentum has been disrupted, as evidenced by a decrease in sales growth. Furthermore, the absence of any notable acquisitions or new product launches has contributed to the stagnation in revenue. Additionally, the company's focus on expanding its commercial presence has led to increased operating expenses, which have offset the benefits of its cost-saving initiatives.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Estimating The Intrinsic Value Of PolyPeptide Group AG (VTX:PPGN)

Nov -02

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Lifecore and PolyPeptide Announce Collaboration Intended to Offer End-to-End Peptide Manufacturing Solution for U.S. Market

Oct -28

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At CHF24.00, Is It Time To Put PolyPeptide Group AG (VTX:PPGN) On Your Watch List?

Sep -26

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PolyPeptide Group First Half 2025 Earnings: Revenues Beat Expectations, EPS Lags

Aug -17

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While individual investors own 20% of PolyPeptide Group AG (VTX:PPGN), private companies are its largest shareholders with 56% ownership

Jun -23

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PolyPeptide Group AG (XSWX:PPGN) Full Year 2024 Earnings Call Highlights: Strong Commercial ...

Mar -12

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Cytovance Biologics and PolyPeptide Announce Collaboration for Microbial and Mammalian-Expressed Peptide Drugs

Jan -13

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Donaldson and PolyPeptide Partner to Improve Sustainability in Peptide Manufacturing with Solvent Recovery Technology

May -13

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.71%)

6. Segments

Custom Projects

Expected Growth: 8%

PolyPeptide Group AG's Custom Projects segment growth is driven by increasing demand for complex peptides, strategic partnerships, and expansion into new therapeutic areas. The company's expertise in peptide synthesis, strong regulatory compliance, and investments in R&D also contribute to its growth. Additionally, the rising need for personalized medicine and targeted therapies fuels demand for custom peptides, supporting the segment's 8% growth.

Contract Manufacturing

Expected Growth: 9%

PolyPeptide Group AG's 9% growth in Contract Manufacturing is driven by increasing demand for complex peptides and antibodies in pharmaceutical and biotech industries, coupled with the company's expansion into new markets, strategic partnerships, and investments in capacity expansion and technology upgrades, enabling it to capitalize on the growing outsourcing trend in the industry.

Generics and Cosmetics

Expected Growth: 11%

PolyPeptide Group AG's Generics and Cosmetics segment growth of 11% is driven by increasing demand for affordable generic peptides, expansion into new markets, and strategic partnerships. Additionally, growing consumer preference for natural and organic cosmetics, coupled with the company's innovative product offerings, contribute to the segment's rapid growth.

7. Detailed Products

Peptides

PolyPeptide Group AG offers a wide range of peptides, including generic and custom peptides, for use in pharmaceutical, cosmetic, and biotechnological applications.

Proteins

The company provides a variety of proteins, including recombinant proteins, for use in pharmaceutical, biotechnological, and diagnostic applications.

Amino Acids

PolyPeptide Group AG offers a range of amino acids, including essential and non-essential amino acids, for use in pharmaceutical, cosmetic, and nutritional applications.

Custom Synthesis

The company provides custom synthesis services for peptides, proteins, and amino acids, tailored to meet the specific needs of clients.

Process Development

PolyPeptide Group AG offers process development services to optimize the production of peptides, proteins, and amino acids.

Analytical Services

The company provides analytical services, including HPLC, MS, and NMR, to support the development and production of peptides, proteins, and amino acids.

8. PolyPeptide Group AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for PolyPeptide Group AG is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers is low, as PolyPeptide Group AG has a strong brand image and customers are loyal to the brand.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate, as PolyPeptide Group AG has a diverse supplier base, but some suppliers have a higher bargaining power due to their size and importance.

Threat Of New Entrants

The threat of new entrants is high, as the biotechnology industry is attractive and there are many companies interested in entering the market.

Intensity Of Rivalry

The intensity of rivalry is high, as there are many competitors in the biotechnology industry, and PolyPeptide Group AG faces intense competition from other companies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 22.97%
Debt Cost 5.60%
Equity Weight 77.03%
Equity Cost 9.11%
WACC 8.31%
Leverage 29.81%

11. Quality Control: PolyPeptide Group AG passed 3 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

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A-Score: 2.7/10

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PolyPeptide

A-Score: 2.3/10

Value: 3.6

Growth: 4.0

Quality: 2.5

Yield: 0.0

Momentum: 2.5

Volatility: 1.0

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

24.75$

Current Price

24.75$

Potential

-0.00%

Expected Cash-Flows