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TickerABUS
SectorBiotechnology
Mkt cap$855M
EV / EBITDAN/A
PostureHigh Velocity
Composite70/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1447028

Arbutus Biopharma Corporation

ABUSHIGH VELOCITYFILING INTENSITY

Arbutus Biopharma Corporation reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Healthcare.

Lens

Disclosed M&A capital (2023–2025)

N/A

flat

vs N/A in 2020–2022

Disclosed transactions

N/A

flat

0/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$14M
EBITDAN/A
Enterprise value$841M
EV / Revenue59.7×
EV / EBITDAN/A
P/EN/A
Cash$18M
Total debtN/A
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

25/100

Companies actively deploying disclosed capital into M&A

  • $382M disclosed buyer spend

Buyer Cadence

14/100

Buyer-side companies with recent filing activity

  • Filed within 55d
  • 307 8-Ks

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 46 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 46 activism filings

Pressure Watch

42/100

Issuers facing activism, governance, or control pressure

  • 46 activism filings
  • Latest activism 2.1y ago; discounted

Distress Watch

44/100

Issuers showing financial-distress filing patterns

  • 10-Q 208d stale
  • 46 activism filings

Restatement Risk

2/100

Issuers with accounting-integrity flags from filings

  • 1 auditor change
  • 1 NT late filing
  • Latest event 7.1y ago; heavily discounted

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 307 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $841M
  • 10-Q 208d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

No disclosed M&A capital in the 10-year window.

This issuer has not disclosed material acquisition spend or count in the last ten fiscal years.

§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    33%
  • Technology Acquisition
    33%
  • Platform
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • bolt_on
  • technology_acquisition
  • platform
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

The business combination with Protiva was completed through an acquisition, under a share purchase agreement, of all the then outstanding shares of Protiva in consideration for common shares of Tekmira.

10-KFY2014

The business combination was completed through our acquisition, under a share purchase agreement, of all the then outstanding shares of Protiva in consideration for common shares of Tekmira.

10-KFY2013

We acquired exclusive, worldwide rights to these drug candidates through an in-license from Blumberg and Drexel University

10-KFY2015

We acquired the exclusive, worldwide rights to this program through an in-license from the Blumberg Institute.

10-KFY2015

OnCore acquired all of the outstanding shares of Enantigen pursuant to a stock purchase agreement.

10-KFY2014
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Healthcare

Market spend (2023–2025)
$195B
Market spend (2020–2022)
$253.6B
Recent vs prior
−23%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

N/AEV / EBITDA

ABUS trades at a -35.7-turn discount to the Healthcare peer median of 12.9×.

EV / Revenue
59.7×
Net debt / EBITDA
N/A
Peer median EV / EBITDA
12.9×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.4×6.7×3.1×$62.8B$18B
17.2×0.9×1.9×$449.7B$28.1B
12.9×6.0×2.6×$37.2B$26.7B
11.7×0.5×2.5×$200.4B$6.4B
9.3×1.9×2.8×$76.4B$1.3B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Healthcare. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)232026-03-23
  • 10-Q (quarterly)382025-11-13
  • 8-K (event)3072026-04-15
  • Proxy / DEF 14A322026-04-14
  • Activism (13D / DFAN / PREC)462024-05-17

Signals on file

  • elevated

    Auditor change

    2019-04-23

    1 Item 4.01 filing on file; certifying accountant change.

  • watch

    Late-filing notice

    2017-03-16

    1 NT 10-K/10-Q filing on file.

  • elevated

    Activism on file

    2024-05-17

    46 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Arbutus Biopharma Corporation: Issuer Brief | SE-Cluster