The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

SOBI.ST

Concerning the House

Swedish Orphan Biovitrum AB (publ), a biopharma company, provides medicines in the areas of haematology, immunology, and specialty care in Europe, North America, the Middle East, Asia, and Australia. The company operates through three segments: Haematology, Immunology, and Specialty Care. It offers Alprolix for haemophilia B; ALTUVOCT for the treatment and prophylaxis of bleeding in patients with haemophilia A; Aspaveli/Empaveli for treating adult patients with paroxysmal nocturnal haemoglobinuria; Doptelet for the treatment of immune thrombocytopenia and thrombocytopenia; Elocta/Eloctate for the treatment and prophylaxis of bleeding in patients with haemophilia A; Gamifant for treating hemophagocytic lymphohistiocytosis; Kineret for the treatment of cryopyrin-associated periodic syndrome, rheumatoid arthritis, familial Mediterranean fever, deficiency of interleukin-1 receptor antagonist, and systemic juvenile idiopathic arthritis; Orfadin for hereditary tyrosinemia type 1 and alkaptonuria; Synagis for the prevention of serious lower respiratory tract infection caused by respiratory syncytial virus in infants and young children; VONJO, a kinase inhibitor indicated for the treatment of post-polycythemia vera or post-essential thrombocythemia myelofibrosis; and Zynlonta for treating adult patients with relapsed or refractory diffuse large and high grade B-cell lymphoma. The company also provides other medicines, such as Akynzeo, Jyseleca, Tegsedi, and Waylivra, as well as develops drug substances for ReFacto AF/Xyntha for Pfizer. The company has collaboration agreements with Sanofi, Apellis Pharmaceuticals, Inc., ADC Therapeutics SA, and Cartesian Therapeutics, Inc. The company was incorporated in 1939 and is headquartered in Stockholm, Sweden.

Sweden · www.sobi.com

The Ledger
LineMar 2025Jun 2025Dec 2025Mar 2026
Revenue$6.46B$6.17B$7.82B$7.18B
Gross profit$4.88B$4.75B$6.20B$5.44B
Operating income$1.36B$1.01B$2.36B$1.87B
Net income$875.00M$636.00M$1.86B$1.32B
Diluted EPS2.521.835.343.77
Free cash flow$2.28B$1.03B$2.94B$872.00M
CapEx-$11.00M-$421.00M-$36.00M-$254.00M
Quotation

$444.80

+3.40 (+0.8%)

52w hi$480.00
52w lo$268.00
Vol207.66K
As ofAug 13
The Verdict

Hold

Our score +0.04

Short-0.07
Medium+0.15
Long+0.04

computed 2026-08-13

By the Numbers

Swedish Orphan Biovitrum AB (publ)

Healthcare · Drug Manufacturers - Specialty & Generic

Market cap$156.43B
Enterprise value$170.98B
Trailing P/E114.73x
Forward P/E28.85x
EV / EBITDA13.77x
P / S (ttm)5.11x
Profit margin4.5%
Return on equity3.4%
Revenue growth+27.0%
Earnings growth+71.6%
Debt / equity41.61
Risk Metrics
Beta vs SPX0.15
Corr SPX0.08
Annual vol29.9%
Annual ret+34.0%
Sharpe1.14
Max DD-30.4%

Window: 504 trading days (490 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.13
Sector+0.12
Technical+0.00
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$445.00$449.80$443.80207.66K
Aug 12$442.20$447.00$439.00$444.80192.18K
Aug 11$441.60$453.60$440.40$441.40614.06K
Aug 10$453.20$459.80$449.40$450.40277.74K
Aug 7$446.00$459.20$445.60$453.20421.29K