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Investing.com - Kepler Cheuvreux initiated coverage on Siegfried Holding AG (SIX:SFZN) with a Hold rating and a price target of CHF92.00 on Wednesday.
The research firm cited a slowdown in Siegfried’s performance following a strong rally, attributing the deceleration to fading pandemic demand, destocking, portfolio optimization, and a subdued small-molecule prescription drug market.
Kepler Cheuvreux expects the small-molecule market to reaccelerate, supported by a strong pipeline from small pharmaceutical players with greater outsourcing needs, which could benefit Siegfried.
The firm noted that Siegfried’s expertise in high-potency APIs, fill-and-finish capabilities, and initial steps into cell and gene therapies should support high-single-digit sales growth following recent investments.
Despite these positive factors, Kepler Cheuvreux highlighted that Siegfried remains structurally disadvantaged compared to peers like Lonza due to its high reliance on slower-growing small molecules rather than faster-growing biologics.
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