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    Savara (SVRA): Reassessing Valuation After MOLBREEVI BLA Resubmission and Priority Review Request

    Simply Wall St·12/25/2025 21:19:17
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    Savara (SVRA) just took a key regulatory step by resubmitting its Biologics License Application for MOLBREEVI and asking the FDA for Priority Review, a move that could accelerate its path in autoimmune PAP.

    See our latest analysis for Savara.

    Investors have been steadily repricing Savara as MOLBREEVI advances, with the latest share price at $6.40 and a strong 30 day share price return of 22.84 percent building on an 84.44 percent 90 day share price return and a 100 percent one year total shareholder return. This pattern signals momentum rather than a one day headline spike.

    If this kind of regulatory driven run up has your attention, it could be a good time to compare Savara with other specialist names through our healthcare stocks.

    With the stock up sharply yet still trading well below consensus targets, the key question now is whether Savara remains mispriced on MOLBREEVI’s potential or if markets are already pricing in the next leg of growth.

    Price to Book of 16.4x: Is it justified?

    Based on its latest close at $6.40, Savara screens as expensive on a price to book lens compared with both peers and the broader US biotech space.

    The price to book ratio compares a company’s market value to the net assets on its balance sheet. This is a common yardstick for development stage biotechs where earnings are negative and revenues are limited. For Savara, investors are paying a substantial premium to the accounting value of the business, effectively placing a high value on MOLBREEVI’s potential and future cash flows despite current losses and minimal reported revenue.

    Relative to similar companies, Savara’s price to book multiple of 16.4 times exceeds both the narrower peer group average of 12.7 times and the wider US biotechs industry average of 2.7 times. That indicates the market is assigning Savara a richer valuation than most biotech names on this balance sheet metric, which may reflect elevated expectations for growth, successful commercialization, and eventual profitability.

    See what the numbers say about this price — find out in our valuation breakdown.

    Result: Price-to-book of 16.4x (OVERVALUED)

    However, Savara still faces key risks, including potential Phase 3 setbacks for molgramostim and delays or surprises in the FDA review timeline.

    Find out about the key risks to this Savara narrative.

    Build Your Own Savara Narrative

    If you see the story differently or want to dig into the numbers yourself, you can shape a custom thesis in minutes: Do it your way.

    A great starting point for your Savara research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    Before momentum cools, step up your research game and use our screeners to uncover high potential names that match your style, risk tolerance, and return goals.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.