Selvita (SLV.WA)

Executive Summary

Selvita S.A. is a Poland-based clinical-stage biotech company operating a dual business model: it provides integrated drug discovery and development services (CRO) to pharmaceutical clients while simultaneously advancing its own proprietary pipeline of novel small-molecule oncology therapeutics. The company leverages its scientific expertise and laboratory facilities in Poland and Croatia to create value through client partnerships and potential commercialization of internal assets. Selvita's internal research focuses on targeted cancer pathways, with candidates in preclinical and clinical stages. The CRO segment provides stable revenue and operational synergies, supporting the higher-risk pipeline development. Selvita is publicly traded on the Warsaw Stock Exchange (WSE: SLV.WA) with a market capitalization of approximately $587 million. The company is well-positioned to benefit from growing demand for outsourced drug development and the potential of its own oncology programs.

Upcoming Catalysts (preview)

• Q3 2026Clinical data readout for lead oncology candidate50% success
• Q4 2026New partnership or licensing deal for CRO services or pipeline60% success
• Q1 2027Progress in preclinical pipeline with IND filing40% success