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1. Company Snapshot

1.a. Company Description

Avidity Biosciences, Inc., a biopharmaceutical company, engages in the development of oligonucleotide-based therapies.It develops antibody oligonucleotide conjugates (AOC) that are designed to treat a range of serious diseases.The company's lead product candidate AOC 1001 is used for the treatment of myotonic dystrophy type 1, a rare monogenic muscle disease; AOC 1044 for the treatment of Duchenne Muscular Dystrophy; and AOC 1020 designed to treat facioscapulohumeral muscular dystrophy which are in preclinical stage.


It also offers Lumizyme therapy for Pompe diseases.Avidity Biosciences, Inc.was incorporated in 2012 and is headquartered in San Diego, California.

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1.b. Last Insights on RNA

Avidity Biosciences' recent performance was driven by Novartis' $12 billion acquisition offer, with shareholders to receive $72 per share in cash. This deal sparked investor enthusiasm, reflecting confidence in the buyout terms. Additionally, the company's Q2 revenue jumped 88%, showcasing growth momentum. Investigation into the sale's fairness to shareholders by Halper Sadeh LLC and Monteverde & Associates PC also fueled recent attention. The acquisition signals renewed Big Pharma interest in RNA therapies, potentially benefiting the sector.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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3 Potential Mid-Cap Biotech Buyout Targets In 2026

Dec -03

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Avidity Biosciences Announces U.S. Managed Access Program (MAP) for Investigational Therapy del-zota in DMD44

Nov -19

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Halper Sadeh LLC Encourages CDTX, MRSN, HOLX Shareholders to Contact the Firm to Discuss Their Rights

Nov -14

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Avidity Biosciences, Inc. (RNA) Reports Q3 Loss, Beats Revenue Estimates

Nov -11

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Avidity Biosciences Reports Third Quarter 2025 Financial Results and Recent Highlights

Nov -10

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Here's Why Avidity Biosciences Stock Soared This Week (There's More to the Deal Than You Might Think)

Oct -31

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Pharmaceutical Stocks To Keep An Eye On – October 28th

Oct -30

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Top Medical Stocks To Research – October 28th

Oct -30

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (12.05%)

6. Segments

Antibody Oligonucleotide Conjugates

Expected Growth: 12.05%

Avidity Biosciences' Antibody Oligonucleotide Conjugates' 12.05% growth is driven by increasing adoption in targeted therapies, rising demand for precision medicine, and advancements in RNA-based treatments. Strong partnerships, expanding pipeline, and growing investments in gene therapy research also contribute to this growth.

7. Detailed Products

AOC 1001

AOC 1001 is a phosphorothioate oligonucleotide that selectively targets and inhibits the expression of a specific gene, which is associated with various diseases.

AOC 1020

AOC 1020 is a phosphorothioate oligonucleotide that selectively targets and inhibits the expression of a specific gene, which is associated with various diseases.

AOC 1044

AOC 1044 is a phosphorothioate oligonucleotide that selectively targets and inhibits the expression of a specific gene, which is associated with various diseases.

AOC 1067

AOC 1067 is a phosphorothioate oligonucleotide that selectively targets and inhibits the expression of a specific gene, which is associated with various diseases.

8. Avidity Biosciences, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Avidity Biosciences, Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the ongoing research and development in the biotechnology industry.

Bargaining Power Of Customers

Avidity Biosciences, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are highly specialized, making it difficult for customers to switch to alternative suppliers.

Bargaining Power Of Suppliers

Avidity Biosciences, Inc. relies on a few key suppliers for raw materials and equipment. While the company has some bargaining power due to its size and reputation, the suppliers still have some leverage due to the specialized nature of the products.

Threat Of New Entrants

The biotechnology industry has high barriers to entry, including significant capital requirements, complex regulatory frameworks, and the need for specialized expertise. These barriers make it difficult for new entrants to compete with established companies like Avidity Biosciences, Inc.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established companies competing for market share. Avidity Biosciences, Inc. faces intense competition from companies with similar products and technologies, which can lead to pricing pressure and reduced market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 1.93%
Debt Cost 3.95%
Equity Weight 98.07%
Equity Cost 7.87%
WACC 7.80%
Leverage 1.97%

11. Quality Control: Avidity Biosciences, Inc. 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

Stock-Card
Blueprint Medicines

A-Score: 5.2/10

Value: 6.0

Growth: 7.1

Quality: 5.2

Yield: 0.0

Momentum: 9.0

Volatility: 4.0

1-Year Total Return ->

Stock-Card
SpringWorks Therapeutics

A-Score: 5.1/10

Value: 6.2

Growth: 4.4

Quality: 5.0

Yield: 0.0

Momentum: 9.5

Volatility: 5.3

1-Year Total Return ->

Stock-Card
Agios Pharmaceuticals

A-Score: 4.4/10

Value: 6.7

Growth: 4.1

Quality: 7.2

Yield: 0.0

Momentum: 4.0

Volatility: 4.3

1-Year Total Return ->

Stock-Card
Sarepta Therapeutics

A-Score: 3.2/10

Value: 6.4

Growth: 7.9

Quality: 4.2

Yield: 0.0

Momentum: 0.0

Volatility: 1.0

1-Year Total Return ->

Stock-Card
Avidity Biosciences

A-Score: 3.2/10

Value: 6.2

Growth: 2.7

Quality: 5.1

Yield: 0.0

Momentum: 4.0

Volatility: 1.0

1-Year Total Return ->

Stock-Card
Crinetics Pharmaceuticals

A-Score: 2.5/10

Value: 6.4

Growth: 1.1

Quality: 3.9

Yield: 0.0

Momentum: 1.0

Volatility: 2.7

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

71.63$

Current Price

71.63$

Potential

-0.00%

Expected Cash-Flows