Malin trims portfolio, reshapes leadership as it enters post-Poseida phase

Malin ( (MLLNF) ) has issued an update.

Malin Corporation has reported estimated intrinsic equity value of €9.21 per share at the end of 2025, edging up to €9.24 per share by late February 2026 as contingent interests in Kymab and Poseida underpin the portfolio. The group’s investee fair values fell sharply over 2025 due to the sale of Poseida and writedowns at Viamet and Xenex, while cash declined after a €150 million capital return but operating costs remained tightly controlled.

The company is entering a new phase as CEO and company secretary Fiona Dunlevy departs at the end of May, with chair Liam Daniel becoming executive chair and finance head Andrea Stafford stepping up as company secretary, while non-executive director Kirsten Drejer will not seek re-election. Management says the streamlined leadership and cost base are intended to match Malin’s reduced scale as it focuses on maximising remaining value from Poseida CVRs, Kymab milestone rights and Viamet, whose outlook is tied to regulatory progress for VIVJOA™ in an expanded patient population.

More about Malin

Malin Corporation is an Ireland-based investment company focused on highly innovative life sciences and healthcare businesses worldwide. Listed on Euronext Growth Dublin, it deploys long-term capital and strategic and operational expertise to help its portfolio companies, typically science-led ventures, unlock value and ultimately deliver returns to shareholders.

For detailed information about MLLNF stock, go to TipRanks’ Stock Analysis page.