Added to YB: 2026-08-18
Pitch date: 2026-08-14
BVS [neutral]
Bioventus Inc.
-4.47%
current return
Author Info
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Company Info
Bioventus Inc., a medical device company, focuses on relieving pain and addressing musculoskeletal therapies in the United States and internationally.
Market Cap
$974.0M
Pitch Price
$14.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.69
P/E
18.23
EV/Sales
2.16
Sector
Health Care Equipment and Supplies
Category
special_situation
$BVS: the sale process is live, and the pop is already gone
BVS (overview): Ortho co running sale process after unsolicited bid; Evercore advising, no timetable. Stock popped 13.7% to 52wk high on Aug 5, gave it all back, now $13.915 vs $13.42 pre-news. EV ~$1.4B, 1.8x net leverage, LTM EBITDA $122M. Q2 rev $153M (+3.8%), adj EPS $0.22. Risks: deal fizzles (boards often stay standalone), FDA EXOGEN reclassification, shrinking Surgical/Restorative segments. Watch 8-K/14D9, 13D filings, Q3 in Nov.
Read full article (3 min)