Vifor Pharma AG (GNHAY) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Vifor Pharma AG (GNHAY). Vifor Pharma AG, now a subsidiary of CSL Behring AG, specializes in the development, manufacturing, and commercialization of pharmaceutical products, primarily focusing on iron deficiency and nephrology. Sector: Healthcare.
Last analyzed: Mar 18, 2026Not enough scored data yet to form a council read on GNHAY.
How is this calculated? →Vifor Pharma AG (GNHAY) Healthcare & Pipeline Overview
Vifor Pharma AG, a subsidiary of CSL Behring, develops and commercializes specialized pharmaceutical products, focusing on iron deficiency and nephrology. Its key products, including Ferinject/Injectafer and Veltassa, address critical needs in iron deficiency anemia and chronic kidney disease. The company operates globally, with a strong presence in Europe and the United States.
What Is the Investment Thesis for GNHAY?
Vifor Pharma AG, as a subsidiary of CSL Behring, presents a focused investment opportunity within the specialty pharmaceutical sector, particularly in iron deficiency and nephrology. With a profit margin of 14.5% and a gross margin of 63.2%, the company demonstrates solid profitability. Key value drivers include the continued growth of Ferinject/Injectafer and Veltassa, as well as the potential approval and commercialization of pipeline products like Avacopan. Upcoming catalysts include clinical trial results for Vadadustat and Difelikefalin. Potential risks include competition from biosimilars and generic drugs, as well as regulatory challenges. The company's strategic partnerships with Fresenius Kabi and Zeria Pharmaceutical also contribute to its growth potential.
Based on FMP financials and quantitative analysis
GNHAY Key Highlights
Profit margin of 14.5% indicates strong profitability in the specialty pharmaceutical market.
- Gross margin of 63.2% reflects efficient cost management in pharmaceutical production.
- Vifor Pharma AG operates as a subsidiary of CSL Behring AG, providing financial stability and resources.
- Key products like Ferinject/Injectafer address significant unmet needs in iron deficiency and anemia.
- Strategic partnerships with Fresenius Kabi and Zeria Pharmaceutical enhance market reach and product development.
Who Are GNHAY's Competitors?
GNHAY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DPHAY Dechra Pharmaceuticals PLC | $98.00 | +1.98% | $6.00B | 48 |
| ESALY Eisai Co., Ltd. | $61.51 | -2.11% | $17.6B | 57 |
| IHHHF IHH Healthcare Berhad | $1.71 | +0.00% | $15.1B | 51 |
| INVVY Indivior PLC | $21.85 | +0.00% | $3.01B | 47 |
| IPSEF Ipsen S.A. | $113.13 | +0.00% | $9.36B | 53 |
| ZTS Zoetis Inc. | $75.44 | -1.62% | $31.6B | 85 |
| ITCI ITCI | $131.87 | +0.00% | $14.1B | 63 |
| ESALF Eisai Co., Ltd. | $29.90 | +0.00% | $8.44B | 61 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are GNHAY's Key Strengths?
Strong portfolio of products in iron deficiency and nephrology.
- Established presence in key markets, including Europe and the United States.
- Strategic partnerships with leading healthcare companies.
- High gross margin reflecting efficient cost management.
What Are GNHAY's Weaknesses?
Reliance on a limited number of key products.
- Exposure to competition from generic drugs and biosimilars.
- Dependence on regulatory approvals for new products.
- Potential for product liability claims.
What Could Drive GNHAY Stock Higher?
GNHAY catalyst: Clinical trial results for Vadadustat for the treatment of anemia associated with chronic kidney disease.
- Potential regulatory approval and commercialization of Avacopan for orphan and rare renal diseases.
- Expansion of Ferinject/Injectafer market share in existing and new markets.
- Strategic partnerships with Fresenius Kabi and Zeria Pharmaceutical to drive product development and distribution.
- Development of new therapies for iron deficiency and nephrology.
What Are the Key Risks for GNHAY?
Increasing competition from generic drugs and biosimilars.
- Changes in healthcare regulations and reimbursement policies.
- Product liability claims and recalls.
- Dependence on regulatory approvals for new products.
- Economic downturns and market volatility.
What Are the Growth Opportunities for GNHAY?
- Growth opportunity 1: Expansion of Ferinject/Injectafer market share: Ferinject/Injectafer, a leading intravenous iron therapy, has the potential for further market penetration in both developed and emerging markets. The global iron deficiency anemia market is estimated to reach $10 billion by 2028. Vifor Pharma can leverage its established distribution network and clinical data to increase its market share. Timeline: Ongoing, with continuous efforts to expand market reach and clinical applications.
- Growth opportunity 2: Commercialization of Avacopan: Avacopan, an orally-administered inhibitor for the treatment of orphan and rare renal diseases, represents a significant growth opportunity. The orphan drug market is projected to grow to $250 billion by 2028. Successful commercialization of Avacopan could generate substantial revenue for Vifor Pharma. Timeline: Anticipated within the next 1-2 years, pending regulatory approvals and market launch.
- Growth opportunity 3: Development of Vadadustat: Vadadustat, an investigational oral hypoxia-inducible factor prolyl hydroxylase inhibitor for the treatment of anemia associated with chronic kidney disease, offers a potential new treatment option. The global chronic kidney disease market is expected to reach $20 billion by 2027. Positive clinical trial results and regulatory approval could drive significant growth. Timeline: Clinical trials ongoing, with potential market entry in 3-5 years.
- Growth opportunity 4: Strategic partnerships: Vifor Pharma's strategic partnerships with Fresenius Kabi and Zeria Pharmaceutical provide access to new markets and technologies. These partnerships can accelerate product development and commercialization efforts. The global pharmaceutical partnering market is valued at $50 billion annually. Timeline: Ongoing, with continuous collaboration and expansion of partnership activities.
- Growth opportunity 5: Expansion into new therapeutic areas: While Vifor Pharma is primarily focused on iron deficiency and nephrology, there is potential to expand into related therapeutic areas such as cardiovascular disease and diabetes. These areas share common risk factors with kidney disease, creating opportunities for synergistic therapies. The global cardiovascular disease market is estimated at $150 billion. Timeline: Long-term, with potential for new product development and acquisitions in 5-10 years.
What Are GNHAY's Competitive Advantages?
- Proprietary pharmaceutical products with patent protection.
- Established brand reputation in iron deficiency and nephrology.
- Specialized expertise in the development and commercialization of pharmaceutical products.
- Strategic partnerships with leading healthcare companies.
What Does GNHAY Do?
Founded in 1872 and headquartered in Sankt Gallen, Switzerland, Vifor Pharma AG has evolved into a specialty pharmaceutical company focused on addressing unmet medical needs in iron deficiency and nephrology. Initially, the company engaged in various pharmaceutical activities before narrowing its focus to iron deficiency and kidney-related diseases. Its flagship product, Ferinject/Injectafer, is a leading intravenous iron therapy used globally for the treatment of iron deficiency and iron deficiency anemia. Other key products include Maltofer, an oral iron supplement, and Veltassa, a treatment for hyperkalemia in patients with chronic kidney disease and chronic heart failure. Vifor Pharma operates internationally, with a significant presence in Europe, the United States, and other global markets. As of March 22, 2022, Vifor Pharma AG operates as a subsidiary of CSL Behring AG, a global biotechnology leader. The company continues to develop and commercialize innovative therapies to improve the lives of patients with iron deficiency and kidney diseases.
What Products and Services Does GNHAY Offer?
- Develops and commercializes pharmaceutical products.
- Focuses on treatments for iron deficiency and anemia.
- Offers therapies for chronic kidney disease (CKD) and related conditions.
- Provides intravenous and oral iron supplements.
- Develops treatments for hyperkalemia and hyperphosphatemia.
- Engages in research and development of new pharmaceutical products.
- Partners with other pharmaceutical companies for product development and distribution.
How Does GNHAY Make Money?
- Develops and manufactures proprietary pharmaceutical products.
- Commercializes products through direct sales and marketing efforts.
- Generates revenue through the sale of prescription drugs.
- Forms strategic partnerships for product development and distribution.
What Industry Does GNHAY Operate In?
Vifor Pharma AG operates in the specialty pharmaceutical industry, which is characterized by high research and development costs, stringent regulatory requirements, and intense competition. The market for iron deficiency treatments is driven by the prevalence of anemia and the increasing awareness of the importance of iron supplementation. The nephrology market is growing due to the rising incidence of chronic kidney disease and related complications. Vifor Pharma competes with companies like DPHAY (Daiichi Sankyo), ESALY (Eisai Co.), IHHHF (Incyte), INVVY (Innoviva), and IPSEF (Ipsen) in various therapeutic areas. The industry is also influenced by trends such as the development of biosimilars and the increasing focus on personalized medicine.
Who Are GNHAY's Key Customers?
- Patients with iron deficiency and anemia.
- Patients with chronic kidney disease (CKD).
- Hospitals and clinics.
- Healthcare providers.
- Pharmacies.
Key Financial Metrics
Return on equity for Vifor Pharma AG stands at 7.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 5.2%, showing how much profit it generates from its asset base. GNHAY trades at a trailing price-to-earnings ratio of 40.61, above the Healthcare sector average of ~23x. A current ratio of 1.91 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 2.5%, the inverse of the P/E and a quick read on earnings relative to price.
Company Profile
Vifor Pharma AG operates in the Drug Manufacturers - Specialty & Generic industry within the Healthcare sector. It is headquartered in Sankt Gallen, CH. The company is led by CEO Shah Abbas Hussain BSc. GNHAY has traded publicly since 2021.
GNHAY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Vifor Pharma's future prospects, indicating that those closest to the company believe in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting recent product advancements and their potential impact on market share.
- Investors are optimistic about Vifor's strategic partnerships, which are expected to enhance distribution channels and expand its customer base.
- Market perception is improving as analysts note the company's strong position in the iron deficiency treatment sector, which is seeing increased demand.
Bear Case
- Despite positive sentiment, some analysts express concerns about the competitive landscape, particularly from emerging therapies that could impact Vifor's market position.
- Recent community discussions have raised questions about regulatory challenges that could delay product launches and impact revenue streams.
- There is skepticism regarding the sustainability of recent sales growth, with some investors worried about potential market saturation in the iron deficiency segment.
- Insider selling activity has also been noted, which might signal a lack of confidence from certain executives about short-term performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
GNHAY Latest News
No recent news available for GNHAY.
GNHAY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for GNHAY.
Price Targets
Wall Street price target analysis for GNHAY.
GNHAY MoonshotScore
What does this score mean?
The MoonshotScore rates GNHAY 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Shah Abbas Hussain BSc
Unknown
Shah Abbas Hussain holds a BSc degree and manages 2200 employees at Vifor Pharma AG. Information regarding his specific career history, previous roles, and educational background beyond his bachelor's degree is not available in the provided data. His leadership is pivotal in guiding the company's strategic direction and operational efficiency within the specialty pharmaceutical sector.
Track Record: Due to limited information, specific achievements and strategic decisions under Shah Abbas Hussain's leadership cannot be detailed. However, managing a company with 2200 employees suggests significant operational and leadership responsibilities. Further information is needed to assess his specific contributions to Vifor Pharma AG's milestones and performance.
Vifor Pharma AG ADR Information Unsponsored
Vifor Pharma AG (GNHAY) trades in the U.S. as an American Depositary Receipt (ADR).
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: GNHA
GNHAY OTC Market Information
The OTC Other tier, where GNHAY trades, represents the lowest tier of the OTC market. Companies in this tier often have limited or no financial disclosure, and may not meet minimum listing requirements. This contrasts with exchanges like the NYSE or NASDAQ, which have stringent listing standards, including minimum share price, market capitalization, and financial reporting requirements. Investing in OTC Other stocks carries significantly higher risk due to the lack of transparency and regulatory oversight.
- OTC Tier: OTC Other
- Limited financial disclosure increases information asymmetry.
- Lower trading volume and liquidity can lead to price volatility.
- Higher bid-ask spreads can increase transaction costs.
- Potential for fraud or manipulation due to less regulatory oversight.
- Delisting risk if the company fails to meet minimum requirements.
- Verify the company's registration and regulatory filings.
- Review available financial statements and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Monitor trading volume and price activity.
- Understand the risks associated with OTC investing.
- Consult with a financial advisor.
- Subsidiary of CSL Behring AG, a global biotechnology leader.
- Established pharmaceutical company with a history dating back to 1872.
- Portfolio of approved pharmaceutical products.
- Strategic partnerships with reputable healthcare companies.
What Investors Ask About Vifor Pharma AG (GNHAY) — Healthcare
What does Vifor Pharma AG do?
Vifor Pharma AG, as a subsidiary of CSL Behring, is a specialty pharmaceutical company focused on the development, manufacturing, and commercialization of pharmaceutical products for the treatment of iron deficiency and nephrology. Its key products include Ferinject/Injectafer, an intravenous iron therapy, and Veltassa, a treatment for hyperkalemia in chronic kidney disease patients.
What are the main risks for GNHAY?
The main risks for GNHAY include increasing competition from generic drugs and biosimilars, which could erode market share and pricing power. Changes in healthcare regulations and reimbursement policies could also negatively impact revenue and profitability. Product liability claims and recalls are potential risks associated with pharmaceutical products.
What are the key factors to evaluate for GNHAY?
Evaluate GNHAY on fundamentals, analyst consensus, and risk factors. Vifor Pharma AG, as a subsidiary of CSL Behring, presents a focused investment opportunity within the specialty pharmaceutical sector, particularly in iron deficiency and nephrology. Not financial advice.
How frequently does GNHAY data refresh on this page?
GNHAY prices refresh on page view and on a rolling daily schedule; the last-updated date appears near the top of this page. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven GNHAY's recent stock price performance?
Vifor Pharma AG (GNHAY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong portfolio of products in iron deficiency and nephrology. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider GNHAY overvalued or undervalued right now?
Vifor Pharma AG (GNHAY) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research GNHAY before investing?
Before investing in Vifor Pharma AG (GNHAY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding GNHAY to a portfolio?
Key strength of Vifor Pharma AG (GNHAY): Strong portfolio of products in iron deficiency and nephrology. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- AI analysis is pending and may provide additional insights.
- OTC market investments carry higher risks than exchange-listed stocks.