SVRA
SavaraDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-18
Current thesis
The bull case is that SVRA is now essentially a late-stage regulatory setup: FDA filed the BLA on February 20, 2026 with Priority Review [#PR-2026-02-20], March 6 brought a Day 74 update saying no Advisory Committee is planned [#PR-2026-03-06], and April 15 said the delay came from a major amendment without cited safety, efficacy, or manufacturing concerns [#PR-2026-04-15]. If that path ends in approval, the stock likely rerates sharply because MOLBREEVI could be the first approved therapy in autoimmune PAP and Savara has already been building commercial infrastructure.
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +5.9.
What can break
Commercialization and launch-spend plans may pressure cash usage even though year-end liquidity was strong.
Momentum
54
Value
41
Sentiment
49
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $5.40 · Bull $9.50 · Bear $3.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-17 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $10.94
Why
Momentum54 · Δ7d +6.7
Value41 · Δ7d -0.1
Sentiment49 · Δ7d +5.9
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
54
26% active weight
Current posture
7d trendImproving
Δ7d
+6.7
Δ21d
+11.4
Value
41
39% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
0.0
Sentiment
49
34% active weight
Current posture
7d trendImproving
Δ7d
+5.9
Δ21d
+5.4
Why this grade
Composite grade D. Momentum 54.1 / Value 41.1 / Sentiment 49.3
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$1.13B
Beta
0.34
Shares Out
204.93M
P/E (TTM) · Derived
-10.3
P/S (TTM)
-
P/FCF (TTM) · Derived
-11.99
Rev YoY
-100.0%
EPS YoY
+19.5%
Gross Margin
-
Op Margin
-
Net Debt
-$205.79M
Current Ratio
13.47
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

