BGBIO (Bergenbio ASA) vs Oslo OBX Comparison

BGBIO

Oslo OBX

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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BGBIO

Oslo OBX

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BGBIO

Oslo OBX

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Oslo OBX

BGBIO

ABBV

AMGN

GILD

VRTX

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Bergenbio ASA
Glance View

Market Cap

342.7m NOK

Industry

Biotechnology

BerGenBio ASA engages in the development of biopharmaceutical product for cancer therapy. The company is headquartered in Bergen, Hordaland. The company went IPO on 2017-04-07. The firm's business portfolio comprises such development stage products as oral axillary lymphoscintigraphy (AXL) kinase inhibitors, small molecule AXL inhibitors, and antibody programs. Its flagship product is BGB324, an orally avaliable small molecule AXL kinase inhibitor. Inhibition of AXL kinase activity addresses an important mechanism in the evolution of cancer cell in terms of its aggressiveness, and focuses on creation of therapeutic options for cancer patients. The firm also performs a range of clinical trials for interested patients, primarily affected with acute myeloid leukemia and non-small cell lung cancer.

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BGBIO Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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FR		Pharnext SCA OTC:PNEXF	Select
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US		Gilead Sciences Inc NASDAQ:GILD	Select
US		Vertex Pharmaceuticals Inc NASDAQ:VRTX	Select
US	E	Epizyme Inc F:EPE	Select
AU		CSL Ltd ASX:CSL	Select
US		Regeneron Pharmaceuticals Inc NASDAQ:REGN	Select
US	S	Seagen Inc F:SGT	Select
NL		argenx SE XBRU:ARGX	Select

FR		Pharnext SCA OTC:PNEXF	Add
US		Abbvie Inc NYSE:ABBV	Add
US		Amgen Inc NASDAQ:AMGN	Add
US		Gilead Sciences Inc NASDAQ:GILD	Add
US		Vertex Pharmaceuticals Inc NASDAQ:VRTX	Add
US	E	Epizyme Inc F:EPE	Add
AU		CSL Ltd ASX:CSL	Add
US		Regeneron Pharmaceuticals Inc NASDAQ:REGN	Add
US	S	Seagen Inc F:SGT	Add
NL		argenx SE XBRU:ARGX	Add

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BGBIO

vs

Oslo OBX

Stocks Performance
BGBIO vs Oslo OBX

Performance Gap
BGBIO vs Oslo OBX

Performance By Year
BGBIO vs Oslo OBX

Competitors Performance
Bergenbio ASA vs Peers

Bergenbio ASA
Glance View

Company

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BGBIO vs Oslo OBX

Stocks Performance BGBIO vs Oslo OBX

Performance Gap BGBIO vs Oslo OBX

Performance By Year BGBIO vs Oslo OBX

Competitors Performance Bergenbio ASA vs Peers

Bergenbio ASA Glance View

Company

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Stocks

BGBIO

vs

Oslo OBX

Stocks Performance
BGBIO vs Oslo OBX

Performance Gap
BGBIO vs Oslo OBX

Performance By Year
BGBIO vs Oslo OBX

Competitors Performance
Bergenbio ASA vs Peers

Bergenbio ASA
Glance View