Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Equity Bottom-Up

We have a Buy rating with price target of $173 (DCF method)=44% upside. The stock also appears to have upside using relative valuation measures like EV/NOPAT. Our price target is higher than the consensus sell-side estimate as the value of future revenue from investments like <a href="https://www.smartkarma.com/entities/8732" target="_blank" data-smartkarma-citation="entities:8732:1">Juno Therapeutics Inc (JUNO US)</a> and <a href="https://www.smartkarma.com/entities/23652" target="_blank" data-smartkarma-citation="entities:23652:1">Crispr Therapeutics Ag (CRSP US)</a> seems to be underestimated by sell-side analysts. We consider the common stock as an excellent large-cap biotechnology investment here. In addition, the company's ROIC (18.87%) is higher than the industry average (15.2%), and is higher than the cost of capital calculated by us (9.7%), thus implying continued value creation by the company in its invested capital.

We have a Buy rating with price target of $173 (DCF method)=44% upside. The stock also appears to have upside using relative valuation measures like EV/NOPAT. Our price target is higher than the consensus sell-side estimate as the value of future revenue from investments like Juno Therapeutics Inc (JUNO US) and Crispr Therapeutics Ag (CRSP US) seems to be underestimated by sell-side analysts. We consider the common stock as an excellent large-cap biotechnology investment here. In addition, the company's ROIC (18.87%) is higher than the industry average (15.2%), and is higher than the cost of capital calculated by us (9.7%), thus implying continued value creation by the company in its invested capital.

We Are Buying This Large Cap Biotechnology Company After Trump's Election Win

Intellia Therapeutics  / Equity Bottom-Up

Summary: We consider <a href="https://www.smartkarma.com/entities/23650" target="_blank" data-smartkarma-citation="entities:23650:1">Intellia Therapeutics Inc (NTLA US)</a> stock undervalued at current price level. Out first price target is US$32 (sum-of-the parts, risk-adjusted NPV method), which could mean more than 100% upside (2-3 years time-frame).CRISPR (Clustered Regularly Interspaced Short Palindromic Repeats) has been in the news recently after being called the discovery of the century. CRISPR is a part of the acquired immune system that protects bacteria and other organisms against attacks by…

 Summary: We consider Intellia Therapeutics Inc (NTLA US) stock undervalued at current price level. Out first price target is US$32 (sum-of-the parts, risk-adjusted NPV method), which could mean more than 100% upside (2-3 years time-frame).CRISPR (Clustered Regularly Interspaced Short Palindromic Repeats) has been in the news recently after being called the discovery of the century. CRISPR is a part of the acquired immune system that protects bacteria and other organisms against attacks by…

CRISPR Gene Editing Technology Could Change the World, Part I: Intellia Therapeutics

United States

CRISPR Therapeutics AG is a bio-technology company. The Company researches, develops, and manufactures biological transformative gene-based medicines and other related products. CRISPR Therapeutics operates in Switzerland.

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CRISPR Therapeutics AG (CRSP US)

We Are Buying This Large Cap Biotechnology Company After Trump's Election Win

We have a Buy rating with price target of $173 (DCF method)=44% upside. The stock also appears to have upside using relative valuation measures...

Dr. Bhavneesh Sharma, MD, MBA

CRISPR Gene Editing Technology Could Change the World, Part I: Intellia Therapeutics

Summary: We consider Intellia Therapeutics Inc (NTLA US) stock undervalued at current price level. Out first price target is US$32 (sum-of-the...

Dr. Bhavneesh Sharma, MD, MBA

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