Download PDF

1. Company Snapshot

1.a. Company Description

Bachem Holding AG provides products for research, clinical development, and commercial application to pharmaceutical and biotechnology companies worldwide.The company engages in the development, production, and regulatory support of peptide active pharmaceutical ingredients, such as peptide and oligonucleotide new chemical entities (NCEs).It also offers commercial NCEs and generics; and project management, quality and regulatory, analytical, good manufacturing practice production, research grade production, and supply and vertical integration services.


The company was founded in 1971 and is headquartered in Bubendorf, Switzerland.Bachem Holding AG operates as a subsidiary of Ingro Finanz AG.

Show Full description

1.b. Last Insights on BANB

Bachem Holding AG faces challenges with the departure of long-standing CEO Thomas Meier, who will succeed as CEO of Medios AG. The company's leadership transition to Anne-Kathrin Stoller, currently Head of Bachem Americas, may pose execution risks. Additionally, while the company has made progress in its Building K start-up and expansion of its Vista, CA site, investors may be concerned about the timing and costs associated with these projects.

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

Does This Valuation Of Bachem Holding AG (VTX:BANB) Imply Investors Are Overpaying?

Nov -19

Source:

Card image cap

Thomas Meier Becomes New CEO of Medios AG

Nov -03

Source:

Card image cap

Anne-Kathrin Stoller to Become New CEO at Bachem

Oct -31

Source:

Card image cap

Bachem Announces Progress in Building K Start-Up and Expansion of Its Site in Vista, CA

Oct -23

Source:

Card image cap

What Is Bachem Holding AG's (VTX:BANB) Share Price Doing?

Oct -22

Source:

Card image cap

Bachem Holding AG's (VTX:BANB) largest shareholder, Top Key Executive Peter Grogg sees holdings value fall by 9.8% following recent drop

Oct -01

Source:

Card image cap

Bachem Holding (VTX:BANB) investors are sitting on a loss of 18% if they invested a year ago

Sep -11

Source:

Card image cap

Is Bachem Holding AG's (VTX:BANB) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?

Aug -25

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.00%)

6. Segments

Biotechnology

Expected Growth: 9.0%

The biotechnology segment is expected to grow faster than the global average due to the increasing demand for complex peptides and oligonucleotides driven by advancements in pharmaceutical research and development, and the rising prevalence of chronic diseases. Bachem's strong expertise and capacity expansion plans support this growth. As the global revenue growth hypothesis is 8.0%, we slightly exceed it for this segment due to its high demand and Bachem's competitive advantage.

7. Detailed Products

Pegylated Peptides

Bachem offers a range of pegylated peptides, which are used in various therapeutic areas, including oncology, inflammatory diseases, and rare genetic disorders.

Cancer Vaccines

Bachem develops and manufactures cancer vaccines, which are used to prevent and treat various types of cancer.

Cosmetic Peptides

Bachem offers a range of cosmetic peptides, which are used in skincare products to improve skin elasticity, reduce wrinkles, and enhance skin texture.

Neuropeptides

Bachem develops and manufactures neuropeptides, which are used to treat various neurological disorders, including Alzheimer's disease, Parkinson's disease, and depression.

GMP Peptides

Bachem offers a range of GMP peptides, which are used as active pharmaceutical ingredients (APIs) in various therapeutic areas.

Custom Peptide Synthesis

Bachem offers custom peptide synthesis services, which enable researchers and pharmaceutical companies to develop new peptide-based drugs.

APIs and Intermediates

Bachem develops and manufactures APIs and intermediates, which are used in the production of pharmaceuticals and biologics.

8. Bachem Holding AG's Porter Forces

Forces Ranking

Threat Of Substitutes

Bachem Holding AG operates in the pharmaceutical industry, where substitutes are limited. However, the company's focus on peptides and oligonucleotides may lead to some substitution risks.

Bargaining Power Of Customers

Bachem Holding AG's customers are primarily pharmaceutical and biotechnology companies, which have limited bargaining power due to the company's specialized products and services.

Bargaining Power Of Suppliers

Bachem Holding AG relies on a few key suppliers for raw materials, which may lead to some bargaining power. However, the company's long-term relationships and diversified supply chain mitigate this risk.

Threat Of New Entrants

The pharmaceutical industry has high barriers to entry, including significant regulatory hurdles and capital requirements. This limits the threat of new entrants for Bachem Holding AG.

Intensity Of Rivalry

The pharmaceutical industry is highly competitive, with many established players. Bachem Holding AG faces intense rivalry from companies such as PolyPeptide Group and Sandoz.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 0.03%
Debt Cost 7.50%
Equity Weight 99.97%
Equity Cost 7.50%
WACC 7.50%
Leverage 0.03%

11. Quality Control: Bachem Holding AG passed 7 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
Kemira

A-Score: 5.9/10

Value: 6.5

Growth: 6.0

Quality: 6.0

Yield: 6.9

Momentum: 2.5

Volatility: 7.7

1-Year Total Return ->

View Full Report
Stock-Card
Fuchs Petrolub

A-Score: 5.4/10

Value: 5.1

Growth: 5.6

Quality: 7.2

Yield: 5.0

Momentum: 3.0

Volatility: 6.3

1-Year Total Return ->

View Full Report
Stock-Card
SOL

A-Score: 5.3/10

Value: 2.2

Growth: 7.3

Quality: 4.9

Yield: 0.6

Momentum: 9.0

Volatility: 7.7

1-Year Total Return ->

View Full Report
Stock-Card
Dottikon Es Holding

A-Score: 4.9/10

Value: 2.5

Growth: 8.6

Quality: 7.0

Yield: 0.0

Momentum: 6.5

Volatility: 4.7

1-Year Total Return ->

View Full Report
Stock-Card
Solvay

A-Score: 4.7/10

Value: 6.0

Growth: 2.1

Quality: 3.4

Yield: 10.0

Momentum: 1.0

Volatility: 5.7

1-Year Total Return ->

View Full Report
Stock-Card
Bachem

A-Score: 4.1/10

Value: 3.3

Growth: 6.8

Quality: 6.4

Yield: 3.8

Momentum: 2.5

Volatility: 1.7

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

54.4$

Current Price

54.4$

Potential

-0.00%

Expected Cash-Flows