Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BVXP.L
STRONG BUYFLAGBioventix PLC · Healthcare · United Kingdom · $117M · Avg Vol: $212K/d
Bioventix is an incredibly high-quality business (Q-score of 85) producing monoclonal antibodies for clinical diagnostics with near-monopoly moats and exceptional ROIC. However, its micro-cap size ($87M) limits institutional liquidity, and it is not a direct play on the CDMO manufacturing bottleneck.
COMPANY DESCRIPTION
Bioventix PLC develops and manufactures high-affinity sheep monoclonal antibodies (SMAs) for use in clinical diagnostics. The company possesses a powerful economic moat through proprietary cell lines that produce antibodies integrated into global, long-term diagnostic platforms. It is a high-margin, cash-generative biotechnology company with a highly defensive royalty-based business model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 16M | 17M | 18M | 18M | 3.8% |
| EPS | 1.98 | 2.16 | 208.25 | 1.95 | -0.5% |
| Shares | 5M | 5M | 5M | 5M | +0.3% |
| Debt | 2M | 2M | 2M | 2M | 0.4% |
| Equity | 16M | 16M | 16M | 16M | -0.8% |
| Op CF | 10M | 10M | 11M | 9M | -2.4% |
| Inv CF | -9,333 | 121,512 | 249,782 | 232,470 | — |
| Fin CF | -11M | -11M | -11M | -11M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of BVXP.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BVXP.L | Bioventix PLC(you) | $117M | 96 | STRONG BUY |
| AREC.L | Arecor Therapeutics plc | $34M | 59 | HOLD |
| POLB.L | Poolbeg Pharma PLC | $56M | 39 | HOLD |
| SCLP.L | Scancell Holdings plc | $333M | 37 | HOLD |
| 4BB.L | 4basebio PLC | $110M | 5 | STRONG SELL |
| HEMO.L | Hemogenyx Pharmaceuticals Plc | $63M | 14 | STRONG SELL |
| GNS.L | Genus plc | $2.1B | 58 | HOLD |
| IXI.L | IXICO plc | $25M | 29 | SELL |
| SBTX.L | SkinBioTherapeutics plc | $34M | 21 | SELL |
| SAR.L | Sareum Holdings plc | $47M | 14 | STRONG SELL |
Peer medians: ROE -1.8% · P/E 27.0x · Gross margin 50.8%