Barinthus Biotherapeutics plc (BRNS) | Investment Case

1. Company Snapshot

1.a. Company Description

Barinthus Biotherapeutics plc, a clinical-stage biopharmaceutical company, engages in developing novel T cell immunotherapeutics to guide the immune system to overcome chronic infectious diseases, autoimmunity, and cancer.It is advancing a pipeline of product candidates across a range of therapeutic areas, including VTP-300, an immunotherapeutic candidate designed as a potential component of a functional cure for chronic HBV infection; VTP-200, a non-surgical product candidate for persistent high-risk human papillomavirus (HPV); VTP-1000, an autoimmune candidate designed to utilize the SNAP-TI platform to treat patients with celiac disease; VTP-850, a second-generation immunotherapeutic candidate designed to treat recurrent prostate cancer; and VTP-1100, a preclinical cancer candidate designed to utilize the SNAP-CI platform to treat patients with HPV-related cancer.The company was formerly known as Vaccitech plc and changed its name to Barinthus Biotherapeutics plc in November 2023.

Barinthus Biotherapeutics plc was founded in 2016 and is headquartered in Harwell, the United Kingdom.

Show Full description

1.b. Last Insights on BRNS

Barinthus Biotherapeutics' recent performance was negatively impacted by the proposed merger with Clywedog Therapeutics, sparking concerns among shareholders. The all-stock transaction, announced on September 30, 2025, prompted investigations by law firms Halper Sadeh LLC and Kahn Swick & Foti, LLC into the fairness of the deal. Under the terms, Barinthus shareholders will receive one share of common stock in the new combined company for each American Depositary Share or ordinary share owned. This merger aims to create a company targeting metabolic and autoimmune diseases.

1.c. Company Highlights

Last Price	0.72
Change Percentage	0.04%
Open	0.74
Previous Close	0.72
Market Cap ( Millions)	29
Volume	10264
Year High	2.92
Year Low	0.64
M A 50	1.12
M A 200	1.07

FCF Yield	-128.49%
Dividend Yield	0.00%
ROE	-70.19%
Debt / Equity	13.70%
Net Debt / EBIDTA	112.44%
Price To Book	0.35
Price Earnings Ratio	-0.39
Price To FCF	-0.78
Price To sales	0
EV / EBITDA	0.6

2. Transcript Summary

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3. NewsRoom

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

Nov -14

Source: prnewswire.com

ChemDiv Continues R&D Services Support for Clywedog Therapeutics Following Merger with Barinthus Therapeutics

Oct -24

Source: prnewswire.com

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Comerica Incorporated (NYSE: CMA)

Oct -07

Source: globenewswire.com

BARINTHUS BIOTHERAPEUTICS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Merger of Barinthus Biotherapeutics plc - BRNS

Oct -03

Source: businesswire.com

BRNS Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Barinthus Biotherapeutics plc Is Fair to Shareholders

Sep -30

Source: businesswire.com

Barinthus Biotherapeutics to Combine with Clywedog Therapeutics to Target Metabolic and Autoimmune Diseases

Sep -30

Source: globenewswire.com

Barinthus Biotherapeutics' CEO Bill Enright to Present at the Investor Summit Virtual on June 10, 2025

Jun -09

Source: accessnewswire.com

Barinthus Bio Reports Full Year 2024 Financial Results and Updates on Corporate Developments

Mar -20

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.50%)

6. Segments

Immunotherapies and Vaccines

Expected Growth: 10.5%

Barinthus Biotherapeutics plc's Immunotherapies and Vaccines segment growth of 10.5% is driven by increasing adoption of personalized medicine, rising cancer prevalence, and growing demand for innovative treatments. Additionally, advancements in gene editing technologies, collaborations, and strategic partnerships are fueling growth in this segment.

7. Detailed Products

Gene Therapies

Barinthus Biotherapeutics plc develops gene therapies to treat rare genetic disorders, focusing on inherited diseases with high unmet medical needs.

RNA-based Therapies

The company develops RNA-based therapies to target specific disease-causing genes, offering a potential cure for genetic diseases.

Gene Editing Technologies

Barinthus Biotherapeutics plc develops gene editing technologies to correct genetic mutations, enabling precise and efficient gene correction.

Stem Cell Therapies

The company develops stem cell therapies to repair or replace damaged cells, offering a potential cure for various diseases.

Vaccine Development

Barinthus Biotherapeutics plc develops vaccines against infectious diseases, utilizing its expertise in gene therapy and RNA-based technologies.

8. Barinthus Biotherapeutics plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Barinthus Biotherapeutics plc is moderate, as there are some alternative treatments available for the diseases the company's products target, but they are not yet widely adopted.

Bargaining Power Of Customers

The bargaining power of customers is low, as the company's products are specialized and there are limited alternative options available.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate, as the company relies on a few key suppliers for raw materials and equipment, but has some flexibility to negotiate prices.

Threat Of New Entrants

The threat of new entrants is high, as the biotechnology industry is rapidly evolving and new companies are emerging with innovative products and technologies.

Intensity Of Rivalry

The intensity of rivalry is high, as the company operates in a highly competitive industry with several established players and new entrants vying for market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	6.50%
Debt Cost	3.95%
Equity Weight	93.50%
Equity Cost	1.72%
WACC	1.87%
Leverage	6.95%

11. Quality Control: Barinthus Biotherapeutics plc passed 3 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Idorsia

A-Score: 5.1/10

Value: 8.4

Growth: 6.8

Quality: 5.2

Yield: 0.0

Momentum: 10.0

Volatility: 0.0

1-Year Total Return ->

Genus

A-Score: 3.9/10

Value: 1.7

Growth: 3.9

Quality: 4.7

Yield: 1.9

Momentum: 8.0

Volatility: 3.0

1-Year Total Return ->

Barinthus Bio

A-Score: 3.5/10

Value: 8.4

Growth: 4.8

Quality: 3.4

Yield: 0.0

Momentum: 4.5

Volatility: 0.0

1-Year Total Return ->

AC Immune

A-Score: 3.2/10

Value: 6.4

Growth: 4.0

Quality: 5.0

Yield: 0.0

Momentum: 4.0

Volatility: 0.0

1-Year Total Return ->

Atrys Health

A-Score: 2.7/10

Value: 6.0

Growth: 3.7

Quality: 1.9

Yield: 0.0

Momentum: 1.0

Volatility: 3.3

1-Year Total Return ->

Ryvu Therapeutics

A-Score: 2.6/10

Value: 6.2

Growth: 2.6

Quality: 4.1

Yield: 0.0

Momentum: 0.0

Volatility: 2.7

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

9.95%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

1.87%

Barinthus Biotherapeutics plc - US91864C1071

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on BRNS

1.c. Company Highlights

Cheaper

Lower Quality

More Volatile

Earnings Beats

Earnings Miss

Average Quality

Average Growth

Average Yield

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.50%)

6. Segments

Immunotherapies and Vaccines

Expected Growth: 10.5%

7. Detailed Products

Gene Therapies

RNA-based Therapies

Gene Editing Technologies

Stem Cell Therapies

Vaccine Development

8. Barinthus Biotherapeutics plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Barinthus Biotherapeutics plc 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

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.72$

Current Price

0.72$

Potential

0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA