RemeGen (SEHK:9995) Stock Could Be 39% Below Fair Value After Telitacicept Approvals

Simply Wall St.06-19

RemeGen (SEHK:9995) is back in focus after China’s National Medical Products Administration approved new indications for its autoimmune drug Telitacicept in Sjögren’s disease and conditionally in IgA ...

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Its 1 year total shareholder return of 37.27% and 3 year total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1583":"高瓴概念","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK1161":"生物科技","09995":"荣昌生物","BK1574":"生物医药B类股","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC"},"translate_title":"Telitacicept获得批准后，RemeGen(SEHK：9995)股价可能比公允价值低39%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09995":0.9,"DCF":1},"content_text":"RemeGen (SEHK:9995) is back in focus after China’s National Medical Products Administration approved new indications for its autoimmune drug Telitacicept in Sjögren’s disease and conditionally in IgA nephropathy, expanding its treated patient pools. See our latest analysis for RemeGen. At a latest share price of HK$68.5, RemeGen’s 1 day share price return of 1.63% follows a 30 day share price decline of 19.32%. Its 1 year total shareholder return of 37.27% and 3 year total shareholder return of about 2x suggest longer term holders have seen very different results from recent momentum. If this sort of product news has your attention, it can be useful to scan for other healthcare companies using AI where sentiment is shifting and pipelines are evolving, starting with the 133 healthcare AI stocks With Telitacicept winning fresh approvals and RemeGen trading at HK$68.5 against a HK$114.72 analyst target and an indicated intrinsic discount, you have to ask: is this a genuine mispricing, or is the market already baking in future growth? AdvertisementPrice-to-Earnings of 25.6x: Is It Justified for RemeGen? RemeGen is trading on a P/E of 25.6x at a last close of HK$68.5, which screens as cheaper than many Asian biotech peers but richer than its own estimated fair P/E level. The P/E ratio compares the company’s share price with its earnings per share and is often used for profitable biopharmaceutical companies like RemeGen, where earnings and cash flows have started to matter more as products reach the market. On one hand, RemeGen is described as good value against the Asian Biotechs industry average P/E of 30.3x and an even higher peer average of 55.1x. This suggests the stock changes hands at a lower multiple than many listed comparables. On the other hand, the same assessment flags the current 25.6x P/E as expensive relative to an estimated fair P/E of 14.3x. This is the level the market could move towards if pricing lined up with that fair ratio view. Explore the SWS fair ratio for RemeGen Result: Price-to-Earnings of 25.6x (ABOUT RIGHT) However, RemeGen’s story could be knocked off course if clinical setbacks emerge in its pipeline or if pricing and reimbursement decisions undercut Telitacicept’s commercial traction. Find out about the key risks to this RemeGen narrative. Another View on RemeGen: Our DCF Model The P/E of 25.6x paints RemeGen as only slightly stretched, but the SWS DCF model tells a stronger story. With the stock at HK$68.5 and an estimated future cash flow value of HK$112.79, the model points to RemeGen trading at a wide discount, which raises the question of what the market is missing. For a closer look at how that gap is calculated, and what would need to change for the share price to move closer to that estimate, Look into how the SWS DCF model arrives at its fair value. 9995 Discounted Cash Flow as at Jun 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out RemeGen for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 210 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps Given the mixed signals around RemeGen, now is the time to check the data yourself, weigh both sides, and decide how the risk reward trade off looks to you, starting with the 3 key rewards and 3 important warning signs Looking for more investment ideas beyond RemeGen? If RemeGen has sharpened your focus, now is the moment to widen your watchlist and shortlist fresh stock ideas before the crowd spots them.  Target potential mispricings by scanning for companies with an earnings profile that could justify better valuations through the 210 high quality undervalued stocks. Strengthen your core holdings by focusing on companies that pair strong finances with staying power using the solid balance sheet and fundamentals stocks screener (414 results). Get ahead of the market by searching for underfollowed opportunities with quality fundamentals via the screener containing 500 high quality undiscovered gems.   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.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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