GrifoisGRFS
GRFS
About: Grifols SA one of is global specialty plasma therapeutics companies developing, manufacturing and distributing a broad range of biological medicines based on plasma derived proteins. Plasma derivatives are proteins found in human plasma, which once isolated and purified, have therapeutic value. These protein-based therapies extend and enhance the lives of individuals who suffer from chronic and acute, often life-threatening, conditions, including primary and secondary immunological deficiencies, Chronic Inflammatory Demyelinating Polyneuropathy, immune-mediated ITP. Products and services are used to diagnose and treat patients with hemophilia, immune deficiencies, infectious diseases and a range of other medical conditions. Majority of revenue is from USA.
Employees: 23,822
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
148% more call options, than puts
Call options by funds: $3.03M | Put options by funds: $1.22M
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
3% more funds holding
Funds holding: 148 [Q3] → 153 (+5) [Q4]
1.67% more ownership
Funds ownership: 52.67% [Q3] → 54.34% (+1.67%) [Q4]
8% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 51
14% less capital invested
Capital invested by funds: $1.22B [Q3] → $1.06B (-$166M) [Q4]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 4 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for GRFS.
Financial journalist opinion
Neutral
Business Wire
1 week ago
IBL International collaborates with Grifols on advanced biomarker panels
MÄNNEDORF, Switzerland--(BUSINESS WIRE)--IBL International GmbH, a Tecan company, which develops, manufactures and offers specialty diagnostics, today announced a strategic partnership with Grifols, a global healthcare company and leading producer of plasma-derived medicines and innovative diagnostic solutions, to transform the specialty diagnostics market. Under this collaboration, IBL will develop biomarker panels for specialty diagnostics based on Grifols' random access, single molecule coun.
Neutral
Reuters
2 weeks ago
Brookfield resumes Grifols takeover talks, El Confidencial reports
Canadian investment fund Brookfield has resumed talks on a potential takeover of Spanish pharmaceuticals company Grifols four months after a previous attempt fell through, news website El Confidencial reported on Wednesday, citing unidentified industry sources.
Positive
Seeking Alpha
1 month ago
Grifols: Looking At The Longer-Term 2025-2027 Upside After No Sale
Grifols remains a strong long-term investment due to its leading position in the plasma industry and improving financial fundamentals, despite short-term volatility and lack of a dividend. The company's revenue and EBITDA growth, improved leverage ratio, and significant liquidity highlight its resilience and potential for future profitability. Grifols' valuation is attractive, with a potential upside to €20/share, driven by EPS growth and market expansion in plasma-derived products.
Positive
Reuters
1 month ago
Grifols expects to boost revenue and free cash flow, shares soar
Spanish drugmaker Grifols said on Thursday it expects its revenue, core earnings and free cash flow to grow significantly in the coming years as it aims to leave behind a tumultuous 2024 when it lost more than 30% of its market value.
Positive
Reuters
1 month ago
Grifols' sales rise over 10% in 2024, above target
Spanish drugmaker Grifols reported on Wednesday a net profit of 157 million euros ($165.02 million) for 2024 on revenues of 7.21 billion euros, up 10.2% from a year earlier and above its target for 7% sales growth.
Neutral
GlobeNewsWire
2 months ago
Blood Plasma Derivatives Market Insights and Forecast 2025-2030 - Grifols, SK Plasma, and Fusion Health Care Lead the Competition
Rising Incidence of Hemophilia, Immunological Disorders, and the Growing Number of Surgical Procedures Worldwide is Driving Growth, at a CAGR of ~9% Rising Incidence of Hemophilia, Immunological Disorders, and the Growing Number of Surgical Procedures Worldwide is Driving Growth, at a CAGR of ~9%
Neutral
GlobeNewsWire
3 months ago
Grifols Pioneers High-Tech Analysis of Plasma Bank to Detect Early Signs of Parkinson's Disease
BARCELONA, Spain, Jan. 14, 2025 (GLOBE NEWSWIRE) -- Grifols (MCE: GRF, MCE: GRF.P, and NASDAQ: GRFS), a global healthcare company and leading producer of plasma-derived medicines, today announced it has received a grant from The Michael J. Fox Foundation for Parkinson's Research (MJFF) to identify plasma-based biomarkers that could indicate a person's likelihood of developing Parkinson's disease (PD) many years before clinical diagnosis. The initiative, called “Chronos-PD,” could accelerate the discovery of new diagnostic tools as well as the identification and development of novel disease-modifying therapeutics.
Negative
Reuters
3 months ago
Mason Capital complains about Grifols' transparency to Spanish regulator
U.S.-based investment fund Mason Capital said on Monday it had sent a letter to Spain's stock market regulator CNMV demanding more transparency from the embattled pharmaceutical company Grifols.
Neutral
Business Wire
3 months ago
Mason Capital Management Sends Letter to Spanish National Securities Market Commission Regarding Lack of Transparency by Grifols
NEW YORK--(BUSINESS WIRE)--Mason Capital Management LLC (“Mason”), a registered investment advisor to funds and accounts holding approximately 2.5% of Grifols S.A. (“Grifols” or the “Company”) (BME: GRF) (NASDAQ: GRFS) class A shares, today sent a letter to the Spanish National Securities Market Commission (the “CNMV”) calling the CNMV's attention to the troubling and value destructive lack of transparency by Grifols and its Board of Directors (the “Board”). In the letter, Mason urges the CNMV.
Neutral
Business Wire
4 months ago
Flat Footed Calls for Prompt Governance Overhaul at Grifols
BARCELONA, Spain--(BUSINESS WIRE)--Flat Footed LLC is the investment manager for FF Hybrid LP, Flat Footed Series LLC - Fund 3, and GP Recovery Fund LLC (collectively, with Flat Footed LLC, “Flat Footed”), holders of an aggregate 4.64% of the voting share capital of Grifols, S.A. (the “Grifols” or the “Company”). Flat Footed today sent a letter to the Grifols Board of Directors. The full text of the letter follows: Dear Mr. Glanzmann, Flat Footed LLC is the investment manager for FF Hybrid LP,.
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