GrifoisGRFS
GRFS
About: As a vertically integrated plasma derivative producer, Spain-based Grifols collects plasma and then manufactures and sells plasma-derived products globally. By acquiring Talecris in 2011, Grifols dramatically expanded its plasma-derived product portfolio, and following the firm's Biotest acquisition in April 2022, the biopharma business contributed 84% of sales in 2023. Grifols also has smaller segments including diagnostics (10% of sales) and biosupplies.
Employees: 23,737
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
138% more call options, than puts
Call options by funds: $11M | Put options by funds: $4.64M
67% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 5 (+2) [Q3]
67% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 36
33% more capital invested
Capital invested by funds: $936M [Q2] → $1.24B (+$305M) [Q3]
16% more funds holding
Funds holding: 128 [Q2] → 148 (+20) [Q3]
3.36% less ownership
Funds ownership: 56.79% [Q2] → 53.43% (-3.36%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for GRFS.
Financial journalist opinion
Based on 4 articles about GRFS published over the past 30 days
Neutral
GlobeNewsWire
3 days ago
Blood Plasma Derivatives Market Insights and Forecast 2025-2030 - Grifols, SK Plasma, and Fusion Health Care Lead the Competition
Rising Incidence of Hemophilia, Immunological Disorders, and the Growing Number of Surgical Procedures Worldwide is Driving Growth, at a CAGR of ~9% Rising Incidence of Hemophilia, Immunological Disorders, and the Growing Number of Surgical Procedures Worldwide is Driving Growth, at a CAGR of ~9%
Neutral
GlobeNewsWire
3 weeks ago
Grifols Pioneers High-Tech Analysis of Plasma Bank to Detect Early Signs of Parkinson's Disease
BARCELONA, Spain, Jan. 14, 2025 (GLOBE NEWSWIRE) -- Grifols (MCE: GRF, MCE: GRF.P, and NASDAQ: GRFS), a global healthcare company and leading producer of plasma-derived medicines, today announced it has received a grant from The Michael J. Fox Foundation for Parkinson's Research (MJFF) to identify plasma-based biomarkers that could indicate a person's likelihood of developing Parkinson's disease (PD) many years before clinical diagnosis. The initiative, called “Chronos-PD,” could accelerate the discovery of new diagnostic tools as well as the identification and development of novel disease-modifying therapeutics.
Negative
Reuters
3 weeks ago
Mason Capital complains about Grifols' transparency to Spanish regulator
U.S.-based investment fund Mason Capital said on Monday it had sent a letter to Spain's stock market regulator CNMV demanding more transparency from the embattled pharmaceutical company Grifols.
Neutral
Business Wire
3 weeks ago
Mason Capital Management Sends Letter to Spanish National Securities Market Commission Regarding Lack of Transparency by Grifols
NEW YORK--(BUSINESS WIRE)--Mason Capital Management LLC (“Mason”), a registered investment advisor to funds and accounts holding approximately 2.5% of Grifols S.A. (“Grifols” or the “Company”) (BME: GRF) (NASDAQ: GRFS) class A shares, today sent a letter to the Spanish National Securities Market Commission (the “CNMV”) calling the CNMV's attention to the troubling and value destructive lack of transparency by Grifols and its Board of Directors (the “Board”). In the letter, Mason urges the CNMV.
Neutral
Business Wire
2 months ago
Flat Footed Calls for Prompt Governance Overhaul at Grifols
BARCELONA, Spain--(BUSINESS WIRE)--Flat Footed LLC is the investment manager for FF Hybrid LP, Flat Footed Series LLC - Fund 3, and GP Recovery Fund LLC (collectively, with Flat Footed LLC, “Flat Footed”), holders of an aggregate 4.64% of the voting share capital of Grifols, S.A. (the “Grifols” or the “Company”). Flat Footed today sent a letter to the Grifols Board of Directors. The full text of the letter follows: Dear Mr. Glanzmann, Flat Footed LLC is the investment manager for FF Hybrid LP,.
Negative
Reuters
2 months ago
Spain's market regulator sees signs of manipulation in Grifols-Gotham dispute
The outgoing head of Spain's stock market regulator CNMV, Rodrigo Buenaventura, told reporters on Thursday that there were signs of possible market manipulation in the dispute between short seller Gotham City Research and pharma company Grifols.
Neutral
Business Wire
2 months ago
Mason Capital Management Requests Immediate Disclosure of Important Information Regarding Conflicted Grifols Director Tomas Daga
NEW YORK--(BUSINESS WIRE)--Mason Capital Management LLC (“Mason”), a registered investment advisor to funds and accounts holding approximately 2.1% of Grifols S.A. (“Grifols” or the “Company”) (BME: GRF) (NASDAQ: GRFS) class A shares, today sent a letter to the Grifols Board of Directors (the “Board”) requesting the disclosure of important information regarding Tomas Daga, a nearly 25-year member of the Board and the Grifols family's closest advisor, so that Grifols shareholders have a better u.
Neutral
Business Wire
2 months ago
Statement From Araoz y Rueda on Behalf of Certain Institutional Investors in Grifols
MADRID--(BUSINESS WIRE)--Law firm Araoz y Rueda has been independently engaged by several international and Spanish institutions (the “Clients”) holding in aggregate 5.65% of A shares and 3.88% of B shares (including ADRs) in Grifols, S.A. (“Grifols” or the “Company”). As of 29 November 2024 closing prices, the Clients' aggregate stake in Grifols is valued at €275 million. The Clients thank the Transaction Committee for its wholehearted engagement with Brookfield and strongly support the decisi.
Positive
Seeking Alpha
2 months ago
Grifols: More Attractive Than In A Very Long Time
I don't divest unless the fundamental thesis changes; Grifols' buyout offer from Brookfield Asset Management is undervalued, so I maintain my "Buy" stance. Despite Brookfield's offer, I believe Grifols is worth more, as supported by recent 3Q24 results and the transaction committee's recommendation. The transaction committee advises against accepting the €10.5/share offer, aligning with my view that Grifols' real value is higher.
Negative
Benzinga
2 months ago
Why Is Spanish Healthcare Grifols Stock Trading Lower On Friday?
On Wednesday, Grifols SA GRFS said it ended discussions with Brookfield Capital Partners (UK) Limited about a potential acquisition.
Charts implemented using Lightweight Charts™