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    Savara (SVRA) Is Up 8.9% After European Patent Boost For MOLBREEVI Nebulized Therapy

    Simply Wall St·12/12/2025 00:24:52
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    • Savara Inc. recently announced that the European Patent Office intends to grant a patent covering the liquid formulation of MOLBREEVI, its orally inhaled GM-CSF therapy delivered via the eFlow Nebulizer System for the rare lung disease autoimmune pulmonary alveolar proteinosis.
    • This prospective patent, alongside multiple expedited and orphan designations in the U.S., EU and U.K., could materially extend MOLBREEVI’s protection and enhance the company’s respiratory disease franchise if approvals follow as planned.
    • We’ll now examine how this strengthened European patent protection for MOLBREEVI may influence Savara’s investment narrative and future growth prospects.

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    What Is Savara's Investment Narrative?

    To own Savara, you really have to believe MOLBREEVI can move from a promising rare‑disease asset to a commercial product that eventually justifies today’s valuation and heavy cash burn. The EPO’s intention to grant a liquid‑formulation patent to 2041 meaningfully tightens the company’s moat around autoimmune PAP in Europe and complements the existing drug‑device IP and orphan exclusivity. That helps the long‑term story, but the key near‑term catalysts still sit with regulatory filings: resolving the FDA’s CMC comments, resubmitting the BLA, and getting the EU and U.K. MAA submissions in by early 2026. After a very strong share price run and recent equity dilution, the main risks remain execution on these filings, potential delays, and the reality that Savara is loss‑making with no current revenue.

    However, investors should also weigh how long Savara can fund operations before MOLBREEVI decisions land. Our valuation report here indicates Savara may be overvalued.

    Exploring Other Perspectives

    SVRA 1-Year Stock Price Chart
    SVRA 1-Year Stock Price Chart
    The Simply Wall St Community’s two fair value estimates range from US$1.03 to US$10.31, underscoring how far apart views can be. Set that against the recent patent win and still‑unresolved FDA questions, and you can see why it pays to compare several perspectives before forming your own view.

    Explore 2 other fair value estimates on Savara - why the stock might be worth less than half the current price!

    Build Your Own Savara Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Savara research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
    • Our free Savara research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Savara's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.