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Companies Healthcare 4111.TWO
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4111.TWO TPEx Pharmaceuticals

4111.Two

$30,15
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Mcap
1,8B TWD
P/E
EV / Rev
Div yield
3,23 %
Op margin
14,5 %
ROE
11,9 %
Net margin
11,9 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
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Open
Next earnings
Ex-dividend
TR 1Y
About

4111.TWO is a pharmaceutical company that develops and commercializes prescription drugs, primarily in the healthcare sector.

Business. 4111.TWO is a pharmaceutical company that develops and commercializes prescription drugs, primarily in the healthcare sector.

Classification92 %
SectorHealthcare
Business sectorPharmaceuticals & Medical Research
IndustryPharmaceuticals
ActivityPharmaceuticals & Medical Research
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
11,9 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 4111.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care · THIS SECTOR+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 4111.TWO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    4111.TWO is a pharmaceutical company that develops and commercializes prescription drugs, primarily in the healthcare sector.

    Classification92 %
    SectorHealthcare
    Business sectorPharmaceuticals & Medical Research
    IndustryPharmaceuticals
    ActivityPharmaceuticals & Medical Research
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 2.01 and cash and equivalents of TWD 443.9 million, which supports its short-term obligations. Its price-to-book ratio of 1.29 and price-to-tangible-book ratio of 1.29 suggest that the market values the company slightly above its book value, indicating a moderate level of investor confidence. The company's low debt-to-equity ratio of 0.02 reflects a conservative capital structure, with minimal reliance on long-term debt.

    In terms of profitability, 4111.TWO reports a return on equity (ROE) of 11.9% and a return on assets (ROA) of 8.5%, both of which are strong indicators of efficient asset utilization and profitability. The company's gross profit margin of 39.5% and operating margin of 14.5% are in line with industry norms, suggesting that it is effectively managing its production and operational costs.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic diversification provided in the available data. This lack of geographic segmentation may expose the company to regional economic or regulatory risks, though the extent of such exposure is not quantified in the available data.

    Looking ahead, the company is projected to maintain a stable growth trajectory, with no significant changes in revenue expected in the next fiscal year. Historical revenue data shows a consistent performance, with no sharp fluctuations that would indicate volatility in the business model.

    The risk assessment indicates a low level of liquidity and dilution risk, with no immediate filing-based flags detected. The company's low dilution potential and conservative capital structure reduce the likelihood of equity dilution in the near term. However, the absence of detailed risk disclosures in the filings means that potential long-term risks, such as regulatory changes or competitive pressures, are not fully quantified.

    Recent filings and transcripts do not provide specific details on new product launches, strategic partnerships, or major regulatory developments. The company's financial disclosures are consistent with its historical performance, with no material changes in its business operations or financial position reported in the latest available data.

    Key takeaways
    • 4111.TWO maintains a strong liquidity position with a current ratio of 2.01 and significant cash reserves.
    • The company's ROE of 11.9% and ROA of 8.5% indicate efficient use of equity and assets.
    • The company's capital structure is conservative, with a low debt-to-equity ratio of 0.02.
    • Revenue is concentrated in a single business segment, with no geographic diversification disclosed.
    • The company is projected to maintain stable growth with no significant changes in revenue expected.
    • Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $30,15
    Market cap
    $1.78B
    Enterprise value
    $1.36B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    5.0x
    P / B
    1.3x
    P / Tangible book
    1.3x
    Tangible book
    $1.38B
    Net cash
    $420.0M
    Current ratio
    2.0
    Debt / equity
    0.0
    ROA
    8.5%
    ROE
    11.9%
    Cash conversion
    167.0%
    CapEx / revenue
    -6.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin14,5 %Above median
    Net Margin11,9 %Above median
    ROE11,9 %Above P75
    Capex / Rev-6,9 %Below median
    D/E0,02Above median
    Cash Conv1,67Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 4111.TWO Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    4111.TWOCanonical
    TPEx · TWD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage