Epizyme, Inc.

Informe acción NasdaqGS:EPZM

Capitalización de mercado: US$247.5m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Epizyme Dividendos y recompras

Dividendo controles de criterios 0/6

Información clave

n/a

Rentabilidad por dividendo

-39.5%

Rendimiento de la recompra

Rendimiento total para el accionista-39.5%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Seeking Alpha • Aug 09

Epizyme GAAP EPS of -$0.21, revenue of $27.5M

Epizyme press release (NASDAQ:EPZM): Q2 GAAP EPS of -$0.21. Revenue of $27.5M (+111.4% Y/Y).
Seeking Alpha • Jul 05

Epizyme Acquisition By Ipsen: CVR Value

Epizyme’s approved drug Tazverik revenue disappointed investors. Ipsen will pay $1.45 per share for Epizyme stock, plus a CVR. Any speculation at this point is about the value of the CVR. Epizyme (EPZM) graduated to being a commercial pharmaceutical company in 2020 when the FDA approved its cancer drug Tazverik. Sales never lived up to expectations, leaving Epizyme in a difficult situation in this time when raising capital for biotechnology research and development has largely dried up. Ipsen S. A. (IPSEY) has announced a plan to acquire Epizyme. The cash tender price is $1.45 per share. The stock closed on July 1 at $1.48 per share. The remaining question for Epizyme shareholders (including me), or for anyone wishing to speculate in the stock before the acquisition is completed, is the value of the CVRs (Contingent Value Rights). The focus of this article will be on possible outcomes for the CVRs. First, to inform that discussion, I will recap Epizyme history, particularly Tazverik sales figures. History highlights for Epizyme and Tazverik Epizyme was formed in 2007 to focus on epigenetic medicines. Epigenetics is a relatively new field that explores the turning on and off of genes by developmental processes, sometimes including across generations. Its lead therapy was Tazemetostat, an EZH2 inhibitor, and its first target was epithelioid sarcoma. Having been given both accelerated approval and orphan drug designation by the FDA, it reported positive Phase 2 results in October 2018. In January 2020 the FDA granted Tazverik accelerated approval for patients with epithelioid sarcoma, when it was metastatic or locally advanced and not eligible for complete resection. On January 22, 2020, the price of Epizyme stock hit $26.72 per share. That would be its all-time high. [Let that be a lesson to us all.] In December 2019 Epizyme submitted a New Drug Application to the FDA for treating a more common indication, follicular lymphoma, with Tazverik. Meanwhile, sales for the sarcoma indication got off to a slow start, largely because not that many patients fell within the label. But in June 2020 the FDA approved Tazverik for relapsed/refractory follicular lymphoma. The label narrowed the window to those patients who had an EZH2 mutation and had already received two prior systemic therapies, and those who had no satisfactory alternative treatment options. While follicular lymphoma is a relatively common cancer, third and fourth line patients with an EZH2 mutation are relatively few in number. In addition, other therapies competed in the third line market. Quarter after quarter revenue results were released, and they missed expectations that had been set by management. Here are revenue figures since Tazverik was approved: Quarter Revenue ($ millions) Q1 2020 $1.4 Q2 2020 2.5 Q3 2020 3.6 Q4 2020 8.4 Q1 2021 7.6 Q2 2021 13.0 Q3 2021 5.2 Q4 2021 11.6 Q1 2022 8.7 Table compiled by author from Seeking Alpha EPZM financials While there was an upward trend over time, we seem to be at about a $40 million annual revenue rate. Operating expenses were far larger, so cash balances kept declining. Meanwhile, at conferences, management continued to assert that Tazverik represents a multi-billion-dollar global market opportunity. In addition, there should be value in the platform and the rest of the pipeline. But with biotech out of favor this last year with investors, raising money to finance operations to get to this possible future apparently became too difficult. There was a common stock offering that raised $79.5 million in January 2022, but as the price of the stock continued to fall, the amount of dilution needed to raise funds looked like a bad proposition. At the end of Q1 2022 Epizyme still had $200 million in cash and believed its runway would last until Q3 2023. Meanwhile the stock hit a 52-week low of $0.41 per share. CVR details We know investors will get $1.45 per share. That is way better than the 52-week low of $0.41 per share, but also way below the 52-week high of $7.94 per share. That part of the offer values the company at $247 million. Each share will receive one CVR. If Tazverik achieves of $250 million in aggregate net sales (excluding in Japan and Greater China) in any period of four consecutive quarters, by 31 December 2026, the CVR will pay $0.30. While 2026 is a good time away, looking at the table above, $250 million per year seems unlikely even with successful label expansion.
Artículo de análisis • May 16

Some Epizyme, Inc. (NASDAQ:EPZM) Analysts Just Made A Major Cut To Next Year's Estimates

One thing we could say about the analysts on Epizyme, Inc. ( NASDAQ:EPZM ) - they aren't optimistic, having just made a...
Seeking Alpha • Nov 25

Epizyme: Taking Advantage Of Recent Sell-Off

Epizyme has been on my watch list for over a year now due to the company’s flagship product, TAZVERIK. Unfortunately, the company launched TAZVERIK right into strong COVID-19 headwinds. The company's earnings have been lackluster and the share price continues to hit new 52-week lows. Epizyme has responded with a number of actions that intend to improve adoption. I am looking to finally dip my toe in on EPZM during this recent small-cap healthcare sell-off in anticipation the company will eventually achieve their clinical and commercial goals. I discuss my bull thesis and will reveal my plans for establishing a pilot position in the near term.
Artículo de análisis • Sep 14

Health Check: How Prudently Does Epizyme (NASDAQ:EPZM) Use Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis • Aug 10

Industry Analysts Just Made A Sizeable Upgrade To Their Epizyme, Inc. (NASDAQ:EPZM) Revenue Forecasts

Shareholders in Epizyme, Inc. ( NASDAQ:EPZM ) may be thrilled to learn that the analysts have just delivered a major...
Seeking Alpha • Jun 22

Epizyme: Potential Comeback With Tazemetostat After Initial Sales Challenge

Epizyme continues to advance its confirmatory studies to keep TAZVERIK on the market for treating patients with epithelioid sarcoma and follicular lymphoma. Sales of TAZVERIK were low at $6.2 million for Q1 2021, but may be due to the COVID-19 environment which hampered sales. Expanded label should improve sales over time. Two basket studies using tazemetostat are expected to be initiated in the second half of 2021; One study will target hematological malignancies and the other study will target solid tumors. A label expansion into other populations of patients with follicular lymphoma using TAZVERIK could eventually help improve sales of the drug.
Artículo de análisis • Jun 08

Is Epizyme (NASDAQ:EPZM) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis • Feb 25

Epizyme, Inc. (NASDAQ:EPZM) Analysts Just Trimmed Their Revenue Forecasts By 41%

One thing we could say about the analysts on Epizyme, Inc. ( NASDAQ:EPZM ) - they aren't optimistic, having just made a...
Artículo de análisis • Jan 16

Is Epizyme (NASDAQ:EPZM) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis • Dec 12

Would Shareholders Who Purchased Epizyme's (NASDAQ:EPZM) Stock Year Be Happy With The Share price Today?

It's easy to match the overall market return by buying an index fund. While individual stocks can be big winners...

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de EPZM han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de EPZM han aumentado.

Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Epizyme vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de EPZM con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (EPZM)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Biotechs)2.4%
Analista de previsiones (EPZM) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de EPZM en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de EPZM en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de EPZM para determinar si sus pagos de dividendos están cubiertos por los beneficios.

Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que EPZM no ha comunicado ningún pago.

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2022/08/12 13:54
Precio de las acciones al final del día2022/08/11 00:00
Beneficios2022/06/30
Ingresos anuales2021/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Epizyme, Inc. está cubierta por 14 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mohit BansalCitigroup Inc
Michael KingCitizens JMP Securities, LLC
Andrew FeinH.C. Wainwright & Co.