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    Is Uniphar’s Rare-Disease Logistics Expansion with Zevra Reshaping the Investment Case for Uniphar (ISE:UPR)?

    Simply Wall St·01/07/2026 02:20:27
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    • Zevra Therapeutics announced that it has entered into an exclusive expanded access distribution agreement with Ireland-based Uniphar, enabling Niemann-Pick Disease Type C patients in select territories outside Europe to obtain reimbursed named-patient supply of MIPLYFFA, the only approved therapy that targets the underlying pathology of this ultra-rare condition.
    • The deal strengthens Uniphar’s position as a specialist partner for complex rare-disease logistics, highlighting its capabilities in global warehousing, distribution and supply chain management for high-need therapies.
    • We will now examine how Uniphar’s expanded access role in rare disease distribution shapes the company’s investment narrative for investors.

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    What Is Uniphar's Investment Narrative?

    For Uniphar, the investment case rests on believing it can keep compounding its healthcare services footprint while maintaining disciplined capital allocation. The Zevra expanded access deal for MIPLYFFA fits neatly into that story: it reinforces Uniphar’s niche in complex rare-disease distribution, but on its own is unlikely to shift the near term financial picture materially, given group sales of about €2,770.43 million in 2024 and already improving earnings. In the short term, the more meaningful catalysts still look to be execution on its acquisition pipeline, progress toward its stated EBITDA ambitions, and any changes in dividend policy as profits grow. On the risk side, investors need to keep an eye on integration risk from 17 acquisitions in six years and the group’s high debt level, both of which could limit flexibility if trading conditions tighten.

    However, one key balance sheet risk could catch some shareholders off guard if it worsens. Uniphar's shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

    Exploring Other Perspectives

    ISE:UPR 1-Year Stock Price Chart
    ISE:UPR 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community span roughly €2.39 to about €14.69 per share, underscoring how differently private investors are thinking about Uniphar’s upside. Set against that wide range, the recent rare-disease distribution win and ongoing acquisition focus highlight that execution on growth plans and debt management will likely shape which of these views ends up closer to reality, so it is worth weighing several perspectives before forming a view.

    Explore 4 other fair value estimates on Uniphar - why the stock might be worth 32% less than the current price!

    Build Your Own Uniphar Narrative

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    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.