--- title: "UK Domestic Pharmaceutical Manufacturers Three Stocks With Hidden Upside" type: "News" locale: "en" url: "https://longbridge.com/en/news/290154316.md" description: "The article highlights three UK pharmaceutical stocks with potential upside due to NHS medicine shortages: hVIVO, Alliance Pharma, and Oxford Biomedica. hVIVO offers exposure to clinical trials but faces profitability risks. Alliance Pharma provides distribution exposure with attractive valuation despite current losses. Oxford Biomedica leverages advanced manufacturing for gene therapies but remains loss-making. All three companies present opportunities linked to supply chain resilience, though each carries significant execution and financial risks." datetime: "2026-06-18T07:03:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/290154316.md) - [en](https://longbridge.com/en/news/290154316.md) - [zh-HK](https://longbridge.com/zh-HK/news/290154316.md) generator: "portal-rs" --- # UK Domestic Pharmaceutical Manufacturers Three Stocks With Hidden Upside Persistent shortages of key NHS medicines and rising pressure on pharmacy supply chains are pushing investors to look more closely at UK pharmaceutical manufacturers with real exposure to this news. For some companies, supply disruption and potential regulatory change may mean higher costs and operational headaches. For others, it could highlight the value of reliable local production capacity. This article highlights 3 stocks from a UK Domestic Pharmaceutical Manufacturers screener that appear positively exposed to these developments, helping you assess how the current stress in medicine supply might create opportunities or raise questions for your watchlist. ## hVIVO (AIM:HVO) **Overview:** hVIVO is a London based contract research company that runs early stage clinical trials, including human challenge studies, to test vaccines, antivirals and other therapies for biopharma clients across infectious disease, respiratory and cardiometabolic areas. **Operations:** hVIVO generates about £49.66m from medical and scientific research services, with revenue spread across Europe (£22.62m), North America (£18.04m), the UK (£5.93m) and Asia (£0.19m). **Market Cap:** £54.27m hVIVO provides focused exposure to early stage clinical testing at a time when medicine shortages and concern about future outbreaks are encouraging governments and large pharmaceutical companies to consider supply resilience, rapid trial capacity and respiratory preparedness. Recent contracts for human challenge trials and alliances around new antiviral candidates reflect client interest, while the company’s order book and specialist UK facilities are linked to calls for more domestic capability. On the other hand, there is meaningful risk, including a recent swing to a loss of £5.99m on £46.77m of revenue, forecast margin pressure and higher share price volatility. The investment case depends on whether hVIVO can convert contract visibility and its position in human challenge trials into consistent profitability. hVIVO’s swing to a £5.99m loss on £46.77m of revenue could be masking how its order book and specialist UK facilities really stack up for risk and reward, and the 3 key rewards and 1 important warning sign might highlight what most investors are missing AIM:HVO Past Earnings Growth as at Jun 2026 ## Alliance Pharma (AIM:APH) **Overview:** Alliance Pharma is a UK headquartered company that acquires, markets and distributes a portfolio of consumer healthcare products and prescription medicines, selling brands such as Kelo Cote, Hydromol and MacuShield across Europe, the Middle East, Africa, Asia Pacific, China, the Americas and the UK. **Operations:** Alliance Pharma generates about £129.23m from Consumer Healthcare products and £49.60m from Prescription Medicines, with revenue spread across EMEA (£83.42m), Asia Pacific and China (£65.93m) and the Americas (£29.49m). **Market Cap:** £350.27m Alliance Pharma gives you direct exposure to UK medicine production and distribution at a time when NHS shortages are putting reliability and pricing power under the spotlight. The stock screens as attractively valued on sales, with analysts expecting faster revenue growth than the wider UK market and a move from losses into profitability over the next few years, but the company is not yet profitable and return on equity is currently weak. High reliance on external borrowing and recent board turnover also add execution and funding risk. For investors who think those issues are already reflected in the price, the mix of recognised consumer brands and prescription products, plus its domestic manufacturing footprint, could be more interesting than the headline numbers suggest. Alliance Pharma looks like a recovery story hiding in plain sight, with its mix of consumer brands and prescription drugs potentially stronger than the headline loss suggests. It is therefore worth checking how the analyst forecasts for Alliance Pharma frames the next chapter and what could still trip the story up at the last moment. AIM:APH Earnings & Revenue Growth as at Jun 2026 ## Oxford Biomedica (LSE:OXB) **Overview:** Oxford Biomedica is a UK based contract development and manufacturing company that produces viral vectors used in gene and cell therapies, helping pharmaceutical and biotech clients turn laboratory concepts into clinical and commercial treatments. **Operations:** Oxford Biomedica generates about £60.11m from Development Services, £81.06m from Manufacturing Services, £22.30m from Procurement Services and £5.27m from Licences, Milestones and Royalties, with most revenue coming from clients in the United States (£141.59m). **Market Cap:** £737.62m Oxford Biomedica stands out in this NHS supply crunch because it already runs advanced UK manufacturing facilities while serving a fast growing cell and gene therapy market. However, the company is still loss making and funded entirely through higher risk external borrowing. Fast track vector development offerings that can cut some timelines roughly in half and a growing US and APAC footprint indicate the potential for meaningful operating leverage if client programs move from clinical to commercial production, but execution risk is high and management pay is substantial for a business that reported a £30.13m loss on £168.74m of revenue. Investors who think the current share price already reflects those concerns may view Oxford Biomedica as a geared way to gain exposure to the push for more resilient, higher value medicine manufacturing in the UK and abroad. Oxford Biomedica’s losses and heavy borrowing can make the story look stalled, but the real question is how its UK vector facilities could scale if client therapies progress, and what the analyst forecasts for Oxford Biomedica quietly implies about that inflection point LSE:OXB Earnings & Revenue Growth as at Jun 2026 The three stocks in this article are just a starting point, and the full UK Domestic Pharmaceutical Manufacturers screener has uncovered 4 more companies with equally compelling narratives that could change how you look at this corner of the market, so it is worth scanning the full UK Domestic Pharmaceutical Manufacturers screener. On Simply Wall St you can identify and analyze the specific catalysts and narratives discussed here, including domestic manufacturing exposure, funding risk and earnings quality, so you can focus on the highest conviction opportunities for your own watchlist. ## Take Control of Your Investment Journey If Alliance Pharma or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market. ## Seeking Alternatives Beyond These Pharma Stocks? Fresh ideas move first, and the stocks with real breakout potential rarely stay under the radar for long. Scan these curated lists before the crowd catches on, and consider your options promptly. - Spot high conviction income plays by scanning a curated group of companies already yielding serious cash returns with the 4 dividend fortresses before demand sends them flying. - Track the next wave of infrastructure momentum as AI spending ramps, using the hand picked 49 AI infrastructure stocks while these enablers are still under the radar for now. - Position ahead of the robotics shift by reviewing carefully filtered companies powering automation across industries with the 32 robotics and automation stocks before valuations start breaking out. *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.* ### **New:** Manage All Your Stock Portfolios in One Place We've created the **ultimate portfolio companion** for stock investors, **and it's free.** • Connect an unlimited number of Portfolios and see your total in one currency • Be alerted to new Warning Signs or Risks via email or mobile • Track the Fair Value of your stocks Try a Demo Portfolio for Free ### Related Stocks - [APH.UK](https://longbridge.com/en/quote/APH.UK.md) - [OXB.UK](https://longbridge.com/en/quote/OXB.UK.md) ## Related News & Research - [Opus Genetics reports positive Phase 1/2 low-dose Cohort 1 data for OPGx-BEST1 gene therapy in BEST1 retinal disease](https://longbridge.com/en/news/298445913.md) - [KALA BIO Updates Annual Meeting and Proposal Deadlines](https://longbridge.com/en/news/298510459.md) - [AVT, Mark Andy form alliance to accelerate label press automation](https://longbridge.com/en/news/298899494.md) - [CRMD: Diversified portfolio, strong cash flow, and new market opportunities drive growth and expansion](https://longbridge.com/en/news/298491477.md) - [Ocugen to Share Ophthalmic Gene Therapy Progress](https://longbridge.com/en/news/298375090.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**