The company holds the second largest commercial radio pharmacy network in the US and is the second largest in the allergenic extract market in the US. Radiopharma contributes approximately 44% of revenue and the company ranks as the #3 radiopharmaceutical manufacturer in the US, positioning it as a significant player in specialty pharmaceuticals and contract services.
Cyborg Score Rationale
The company has delivered poor sales growth of 3.90% over the past five years and has low return on equity of 1.41% over the last 3 years. However, operational improvements in working capital and debt reduction demonstrate management execution. Market position in specialty segments provides defensibility.
Top Insights
The company operates 46 radiopharmacies in the US, the #2 network in the nation
Working capital requirements have improved significantly, reducing from 43.0 days to 16.3 days
Rebranded from Jubilant Life Sciences Limited to Jubilant Pharmova Limited in February 2021
Diversified business model across contract manufacturing, generics, and proprietary drug development reduces revenue concentration
Named Competitors
Radiopharmaceutical products — Leading US diagnostic imaging pharmaceutical provider
Allergy immunotherapy — Major global allergy immunotherapy competitor
Sterile injectable CDMO — Global leader in contract manufacturing services