Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
INVA
STRONG BUYInnoviva, Inc. · Healthcare · United States · $1.7B · Avg Vol: $20M/d
COMPANY DESCRIPTION
Innoviva, Inc. focuses on royalties from respiratory drugs, primarily through its collaboration with GlaxoSmithKline (GSK) on therapies like Relvar/Breo Ellipta and Anoro Ellipta. The company benefits from a stable, long-term revenue stream derived from royalties on blockbuster respiratory medications, minimizing operational and R&D expenditures. It is a unique healthcare company acting primarily as a royalty aggregator, providing exposure to established drug franchises.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 331.3M | 310.5M | 358.7M | 411.3M | 7.5% | 420.7M | 440.6M | 486.1M | 8.7% |
| EPS | 3.07 | 2.75 | 0.37 | 4.02 | 9.4% | 6.19 | 4.10 | 4.74 | 8.6% |
| Shares | 69.2M | 63.3M | 62.7M | 74.6M | +7.9% | 73.8M | — | — | — |
| Debt | 544.1M | 449.1M | 451.1M | 269.0M | -20.9% | 331.4M | — | — | — |
| Equity | 565.8M | 675.0M | 691.2M | 1.2B | 27.5% | — | — | — | — |
| Op CF | 201.7M | 141.1M | 188.7M | 196.9M | -0.8% | 183.6M | — | — | — |
| Inv CF | -56.6M | -66.8M | -63.8M | 40.5M | — | — | — | — | — |
| Fin CF | -55.6M | -171.8M | -13.5M | 8.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of INVA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| INVA | Innoviva, Inc.(you) | $1.7B | 97 | STRONG BUY |
| HRMY | Harmony Biosciences Holdings, Inc. | $2.1B | 99 | STRONG BUY |
| CPRX | Catalyst Pharmaceuticals, Inc. | $3.9B | 99 | STRONG BUY |
| RIGL | Rigel Pharmaceuticals, Inc. | $716M | 98 | STRONG BUY |
| CRMD | CorMedix Inc. | $616M | 96 | STRONG BUY |
| ZVRA | Zevra Therapeutics, Inc. | $799M | 90 | STRONG BUY |
| ABUS | Arbutus Biopharma Corporation | $905M | 84 | STRONG BUY |
| PBYI | Puma Biotechnology, Inc. | $413M | 98 | STRONG BUY |
| VCEL | Vericel Corporation | $2.4B | 66 | BUY |
| HALO | Halozyme Therapeutics, Inc. | $8.9B | 90 | STRONG BUY |
Peer medians: ROE -21.3% · P/E 27.3x · Gross margin 44.3%