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IMARA (IMRA) Resumen de Acciones
IMARA Inc., a biopharmaceutical company, focuses on developing and commercializing novel therapeutics to treat patients suffering from serious diseases. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
IMRA Community Fair Values
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Read full narrativeCompetidores de IMARA Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$6.32 |
| Máximo en las últimas 52 semanas | US$6.32 |
| Mínimo de 52 semanas | US$0.97 |
| Beta | 1.08 |
| Cambio en 1 mes | 50.48% |
| Variación en 3 meses | 43.64% |
| Cambio de 1 año | 321.33% |
| Variación en 3 años | n/a |
| Variación en 5 años | n/a |
| Variación desde la OPV | -57.87% |
Noticias y actualizaciones recientes
Cancer drug developer Enliven Therapeutics and Imara to merge in all-stock deal
Pharmaceutical firms Enliven Therapeutics and Imara (NASDAQ:IMRA) have agreed to merge in an all-stock transaction. The combined company will focus on advancing Enliven's pipeline of precision oncology product candidates, IMRA said in a statement on Thursday. Enliven has two cancer drug candidates. The merged entity will be renamed Enliven Therapeutics and is expected to trade on the Nasdaq Global Select Market under the ticker symbol ELVN. To support the merger, Enliven also intends to raise about $165M in a concurrent private financing co-led by new investors Fairmount and Venrock Healthcare Capital Partners. The combined company is expected to have a cash balance of about $300M at close. IMRA stock earlier closed +4.5% at $2.58.Imara: Potential Liquidation
Summary Imara has announced strategic alternatives and has announced the sale its key asset. It now trades 37% below its Pro Forma net cash levels and a liquidation would be ideal. The main risk here is management pursuing a reverse-merger. Imara (IMRA) is a failed $60m MCAP biotech company trading at a 37% discount to its Pro Forma net cash levels. In April, the company reduced its workforce by around 83% (to a total of 6 employees), discontinued its treatment development pipeline (relating to both IMR-687 and IMR-261), and commenced a strategic review. A couple of positive developments have occurred since then. In July, the company terminated its headquarter lease agreement to reduce operating expenses. Quite strange that their website still shows their office location; On the 7th of September, IMRA surprised the market by signing a deal to divest its IMR-687 treatment assets to Cardurion Pharmaceuticals. A key condition here is shareholder approval (majority of votes cast need to support the sale), which should easily pass as management holds 40% of shares outstanding. Management has recently released a preliminary proxy related to the sale but the shareholders' meeting date is yet to be announced. Overall it seems that this is a done deal that should close swiftly as there are no major conditions that stand in the way. The company will continue to explore strategic alternatives post-transaction. Discount to Pro-Forma Cash Upon closing of the aforementioned IMR-673 sale, IMRA will receive an upfront cash payment of $34.75m plus two contingent payments. The contingent payments are structured as follows: $10m will be received if the buyer (Cardurion) achieves a proof on concept milestone or other specified clinical milestones; $50m will be received if the buyer (Cardurion) achieves specified regulatory and/or commercial milestone events. Cardurion is a private company, specializing in cardiovascular disease. The company is developing new therapeutics for heart failure and cardiovascular diseases. Looking at their existing portfolio it is highly likely that the IMR-687 purchase will be used for similar purposes. As IMRA reported only plans of clinical development for IMR-687 in heart failures, it seems that even if the milestones get achieved, they would be hit a long way from now. Hence I view the contingent payments as more of a free option here. For context, if both milestones are achieved, shareholders stand to receive another $2.3/share on top of the existing $3.6/share Pro Forma net cash. The table below shows a more conservative scenario where IMRA only received the upfront payments. Discount to Net Cash (Company's Filings) Cash burn was still elevated in Q2 at near $12m but this was due to R&D expenses still being present and some one-off layoff compensations. Excluding the $7.4m in R&D expenses and excluding the one-off compensations, we arrive at an $8m/year cash burn or $0.3/share. According to these assumptions, after 1 year the company would still be trading at a 31% discount from its cash levels. I believe this provides a decent margin of safety for IMRA especially as it continues to explore strategic alternatives. As a bonus, the company also has its IMR-261 asset that can add additional value. However, the upside from such a sale would likely be minimal. Imara purchased this asset in 2020 for an upfront $75k payment plus uncertain contingent payments. This is a very small sum and Imara has done little work with this asset to suggest it is worth more than it did two years ago. IMR-261 is barely in phase 1 vs phase 2 for the sold IMR-687 treatment. As a side note, management did not comment on whether these sale proceeds will be taxable or not. IMRA has around $270m worth of NOL’s which can most likely be used to offset taxes. So the upfront cash payment of $34.75m is treated as net proceeds. Possible Scenarios Though the outcome of the strategic review is still uncertain, the ideal scenario would be a full-on liquidation of the company. Post-asset sale Imara is basically a cash shell with no operations and no headquarters. Management owns 40% so it would also benefit from a liquidation. The main risk here is that management pursues a reverse merger. Though management owns 40%, they are also used to receiving high salaries. A similar situation has recently happened with IMRA’s peer Sesen Bio. On the 21st of September SESN announced a reverse merger sending SESN’s shares down by 40%. Note that SESN was also a failed biopharma that traded below net-cash levels and announced a strategic review.Recent updates
Rentabilidad de los accionistas
| IMRA | US Pharmaceuticals | Mercado US | |
|---|---|---|---|
| 7D | 20.2% | 6.2% | 3.2% |
| 1Y | 321.3% | 33.4% | 31.0% |
Rentabilidad vs. Industria: IMRA superó a la industria US Pharmaceuticals, que obtuvo un rendimiento del 33.4% el año pasado.
Rentabilidad vs. Mercado: IMRA superó al mercado US, que obtuvo un rendimiento del 31% el año pasado.
Volatilidad de los precios
| IMRA volatility | |
|---|---|
| IMRA Average Weekly Movement | 9.4% |
| Pharmaceuticals Industry Average Movement | 9.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de IMRA ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de IMRA ha disminuido de 17% a 9% en el último año.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2016 | 6 | Rahul Ballal | imaratx.com |
Resumen de fundamentos de IMARA Inc.
| Estadísticas fundamentales de IMRA | |
|---|---|
| Capitalización bursátil | US$165.80m |
| Beneficios(TTM) | US$1.49m |
| Ingresos (TTM) | n/a |
¿Está IMRA sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de IMRA | |
|---|---|
| Ingresos | US$0 |
| Coste de los ingresos | US$0 |
| Beneficio bruto | US$0 |
| Otros gastos | -US$1.49m |
| Beneficios | US$1.49m |
Últimos beneficios comunicados
Dec 31, 2022
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.057 |
| Margen bruto | 0.00% |
| Margen de beneficio neto | 0.00% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado IMRA a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2023/02/24 05:11 |
| Precio de las acciones al final del día | 2023/02/23 00:00 |
| Beneficios | 2022/12/31 |
| Ingresos anuales | 2022/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
IMARA Inc. está cubierta por 4 analistas. 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.
| Analista | Institución |
|---|---|
| Yigal Nochomovitz | Citigroup Inc |
| Edward White | H.C. Wainwright & Co. |
| Joseph Schwartz | Leerink Partners LLC |