Added to YB: 2026-03-13
Pitch date: 2026-01-16
VTRS [bullish]
Viatris Inc.
+9.2%
current return
Author Info
No bio for this author
Company Info
Viatris Inc., together with its subsidiaries, operates as a healthcare company in North America, Europe, China, Taiwan, Hong Kong, Japan, Australia, New Zealand, rest of Asia, Africa, Latin America, and the Middle East.
Market Cap
$16.2B
Pitch Price
$12.64
Price Target
42.40 (+204%)
Dividend
3.41%
EV/EBITDA
7.26
P/E
-4.69
EV/Sales
2.06
Sector
Pharmaceuticals
Category
value
Viatris Inc. - $VTRS
VTRS: Global generic pharma at 5.2x 2026e EPS with stable 1-2% organic topline growth, low-double-digit EPS growth from cost cuts ($300M net savings) & buybacks (50% FCF return). Indore FDA ban ($385M EBITDA hit in 2025) resolving. 2026 catalysts: Selatogrel phase 3 readout (heart attack drug, 14K patients enrolled), Cenerimod phase 3 (SLE). 100-150% upside on base case, 140-230% w/ pipeline success.
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