Assessing WuXi Biologics (SEHK:2269) Valuation After New Autoimmune And Biologics Collaboration Wins

Simply Wall St.02-04 16:27

WuXi Biologics (Cayman) (SEHK:2269) has drawn fresh attention after entering into a license and research service agreement with Vertex Pharmaceuticals for trispecific T cell engagers targeting B cell ...

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing WuXi Biologics (SEHK:2269) Valuation After New Autoimmune And Biologics Collaboration Wins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-2269/wuxi-biologics-cayman-shares/news/assessing-wuxi-biologics-sehk2269-valuation-after-new-autoim><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WuXi Biologics (Cayman) (SEHK:2269) has drawn fresh attention after entering into a license and research service agreement with Vertex Pharmaceuticals for trispecific T cell engagers targeting B cell ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/pharmaceuticals-biotech/hkg-2269/wuxi-biologics-cayman-shares/news/assessing-wuxi-biologics-sehk2269-valuation-after-new-autoim\">Source 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Biologics (Cayman) (SEHK:2269) has drawn fresh attention after entering into a license and research service agreement with Vertex Pharmaceuticals for trispecific T cell engagers targeting B cell mediated autoimmune diseases.\nSee our latest analysis for WuXi Biologics (Cayman).\nThose fresh collaborations with Vertex, Sinorda and HanchorBio arrive as WuXi Biologics’ share price sits at HK$36.98, with a 1 month share price return of 13.64% and a 1 year total shareholder return of 87.91%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"91347":"环球园艺有限公司（临时代码）","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0823426308.USD":"法巴中国股票基金","LU1242518931.SGD":"Fullerton Lux 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See our latest analysis for WuXi Biologics (Cayman). Those fresh collaborations with Vertex, Sinorda and HanchorBio arrive as WuXi Biologics’ share price sits at HK$36.98, with a 1 month share price return of 13.64% and a 1 year total shareholder return of 87.91%. The 5 year total shareholder return of 69.64% and 3 year total shareholder return of 42.62% show that long term holders have experienced meaningful ups and downs, suggesting recent momentum has strengthened even though the longer history has been more mixed. If this kind of biotech deal activity has your attention, it could be a good moment to scan other healthcare stocks that might be setting up for their own catalysts. With WuXi Biologics trading at HK$36.98 and metrics suggesting an intrinsic discount, plus a value score of 4, you have to ask: is there still mispricing here, or is the market already factoring in future growth? AdvertisementMost Popular Narrative: 7.1% Undervalued With WuXi Biologics (Cayman) last closing at HK$36.98 versus a narrative fair value of about HK$39.83, the most followed storyline sees room above today’s price.  Increased adoption of the integrated end-to-end CRDMO model (including value-add IP-driven royalties, milestones, and cell line licensing fees) is lifting client retention/wallet share and shifting revenue mix towards higher-margin streams. As these IP-driven revenues scale (potentially reaching 10-15% of total revenue and 25%+ of profits in 5-6 years), gross and net margins are expected to expand materially.  Read the complete narrative. Curious what kind of revenue growth, margin profile, and future P/E the narrative is baking in to support that fair value gap? The full story joins those moving parts into one earnings path and a specific valuation multiple that sits below current sector levels. Result: Fair Value of HK$39.83 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on geopolitical and regulatory risk staying contained, with any flare up or client pullback potentially pressuring revenue, margins, and that fair value gap. Find out about the key risks to this WuXi Biologics (Cayman) narrative. Another View: Market Ratios Tell a Different Story Those fair value and DCF style narratives point to upside, but the market’s own pricing sends a mixed message. WuXi Biologics trades on a P/E of 32.3x, which is cheaper than the Asian Life Sciences industry at 44.6x and peers at 49x, yet above its fair ratio of 26.7x. In plain terms, that gap suggests the stock is cheaper than many rivals but still carries valuation risk if the market drifts toward the lower fair ratio instead of industry levels. It raises the question of whether this is an early value opportunity or simply a full price in a hot corner of the market. See what the numbers say about this price — find out in our valuation breakdown. SEHK:2269 P/E Ratio as at Feb 2026 Build Your Own WuXi Biologics (Cayman) Narrative If you see the numbers differently or prefer to weigh the assumptions yourself, you can stress test the inputs and build a tailored view in minutes: Do it your way. A great starting point for your WuXi Biologics (Cayman) research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If WuXi Biologics has your attention, do not stop here. Broaden your watchlist with a few focused idea sets that could help sharpen your next move.  Spot potential value gaps early by scanning these 870 undervalued stocks based on cash flows that align with your expectations on cash flow strength and pricing. Explore long term compounding potential by checking out these 13 dividend stocks with yields > 3% that aim to balance income with business quality. Stay informed on structural shifts in digital assets by reviewing these 19 cryptocurrency and blockchain stocks tied to blockchain infrastructure and related themes.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if WuXi Biologics (Cayman) might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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