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Mereo BioPharma Group plcInforme acción NasdaqCM:MREO

Capitalización bursátil US$48.7m
Precio de las acciones
US$0.30
US$1.75
82.5% infravalorado descuento intrínseco
1Y-88.9%
7D-2.6%
1D
Valor de la cartera
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Mereo BioPharma Group plc

Informe acción NasdaqCM:MREO

Capitalización de mercado: US$48.7m

Mereo BioPharma Group (MREO) Resumen de Acciones

Mereo BioPharma Group plc, empresa biofarmacéutica, desarrolla y comercializa terapias para el tratamiento de enfermedades raras en el Reino Unido y Estados Unidos. Saber más

Análisis fundamental de MREO
Puntuación del snowflake
Valoración2/6
Crecimiento futuro3/6
Rendimiento pasado0/6
Salud financiera5/6
Dividendos0/6

Recompensas

Se prevé un crecimiento anual de los ingresos de 52.41%

Análisis de riesgos

Tiene unos ingresos inferiores a 1 millón de dólares ($500K)

No tiene una capitalización de mercado significativa ($49M)

Actualmente no es rentable y no se prevé que lo sea en los próximos 3 años

Precio de las acciones volátil durante los últimos 3 meses en comparación con el mercado US


MREO Community Fair Values

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Competidores de Mereo BioPharma Group plc

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Mereo BioPharma Group
Precios históricos de las acciones
Precio actual de la acciónUS$0.30
Máximo en las últimas 52 semanasUS$3.05
Mínimo de 52 semanasUS$0.20
Beta0.28
Cambio en 1 mes17.53%
Variación en 3 meses-20.98%
Cambio de 1 año-88.95%
Variación en 3 años-78.21%
Variación en 5 años-90.90%
Variación desde la OPV-95.31%

Noticias y actualizaciones recientes

Artículo de análisis • May 02

Here's Why We're Not Too Worried About Mereo BioPharma Group's (NASDAQ:MREO) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...

Recent updates

Artículo de análisis • May 02

Here's Why We're Not Too Worried About Mereo BioPharma Group's (NASDAQ:MREO) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Artículo de análisis • Sep 27

Here's Why We're Not At All Concerned With Mereo BioPharma Group's (NASDAQ:MREO) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Artículo de análisis • May 19

We're Not Very Worried About Mereo BioPharma Group's (NASDAQ:MREO) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Artículo de análisis • Apr 07

Is Mereo BioPharma Group (NASDAQ:MREO) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis • Nov 25

Is Mereo BioPharma Group (NASDAQ:MREO) Using Debt Sensibly?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha • Oct 17

Mereo stock rises 12% on FDA fast-track status for lung disease drug alvelestat

The U.S. Food and Drug Administration (FDA) granted fast track designation to Mereo BioPharma alvelestat (MPH-966) to treat Alpha-1 Antitrypsin Deficiency (AATD)-associated lung disease. The London-based company said it plans to have an end-of-phase 2 meeting with the FDA to discuss the design of a registration-enabling study for alvelestat for AATD-associated lung disease, including a potential opportunity for an accelerated approval pathway. AATD is a genetic disorder characterized by low levels of a protein called alpha-1 antitrypsin (A1AT). The disorder can cause pulmonary emphysema, a progressive lung disease, which can cause shortness of breath, chronic cough and asthma, according to the company. Mereo said it intends to provide update on Oct. 31 on a phase 2 trial called ASTRAEUS of alvelestat in severe AATD-associated emphysema — top-line data from which were reported in May. MREO +12.01% to $1.12 premarket Oct. 17
Seeking Alpha • Oct 03

Rubric Capital boosts Mereo BioPharma board nominees slate to five

Rubric Capital Management has boosted the number of nominees it is backing for Mereo BioPharma (NASDAQ:MREO) to five. The fifth nominee is Rubric founder David Rosen. In a letter to shareholders, Rosen wrote that "the problems on the Board of Mereo (MREO) run deeper than we anticipated." The letter also criticizes Mereo's (MREO) Board for rejecting "our request for a special meeting based on the flimsiest of pretexts." Rubric owns ~14% of the company's outstanding shares. The stock is up 4% in Monday afternoon trading. In September, Mereo (MREO) slammed Rubric for rejecting an offer to put a Rubric principal and another director on the company's board.
Seeking Alpha • Sep 22

Mereo BioPharma: An Activist Pressure With A Potentially Significant Upside

Summary This is an update on the previously written report on Mereo BioPharma Group, a London-based clinical-stage biopharma. Frustrated with the lack of engagement from the management, the activist filled a request for a special shareholder meeting aiming to replace 4 incumbent directors. Rubric Capital, the activist, plans to monetize the pipeline assets, reduce cash burn and distribute excess cash. Activist values the company at $4 per share vs $1/share price today. Despite a potentially large upside, there are several material risks that need to be considered. This is an update following my June report on Mereo BioPharma Group (MREO), a London-based clinical-stage biopharma. More background information on the company and the activist can be found there. A quick recap of main developments - at the time of the initial pitch MREO was trading 10% below $0.87/share of net cash, with the activist, Rubric Capital (14% stake), urging the board to explore strategic alternatives. The main objective of the activist was to monetize the royalty rights to the Setrusumab, a potential treatment for osteogenesis, cost-sharing partnership agreements, and wind down the rest of the pipeline. The activist identified insurmountable costs associated with the development of an early-stage pipeline and the increasing cost of capital as reasons for the change. Rubric valued MREO at $4 per ADS (vs 0.8/share price of MREO at the time) or 540% upside if monetized. Initially, the setup was attractive due to the downside protection provided by the discount to net cash with the activist campaign's success providing a chance for an outsized return. Recent events The day I uploaded the article, rumors came out that AstraZeneca was eyeing a potential acquisition of MREO for $5/share. On the announcement, the stock shot up by 62%, quickly eliminating whatever was left of the discount to net cash reaching a $1.6/share price at the peak. Despite the initial excitement due to lack of updates the shares gradually declined to $1.3/share, still staying well-above net cash levels, up until the emergence of the latest news. Last month Rubric Capital, frustrated with the lack of engagement from the management, sent out a letter to the board calling for a special meeting and nominating a slate of 4 nominees to the board aiming to replace 4 out of 10 incumbent directors including the Chairman as well as the deputy Chairman. The management did not take the request lightly, questioning the experience and fit of the activist nominees in their response letter. Plus the board has identified multiple deficiencies (see below) in the filling procedure for the special shareholder meeting, leaving the feeling that it was done just to drag the process along. The response was not well received by the shareholders. Right after the release of the response letter, MREO shares tumbled by 25% to below $1/share. List of deficiencies identified by the board: Deficiency 1: Rubric owns ADSs, not Ordinary Shares Deficiency 2: The requisition doesn't come from two "members" Deficiency 3: The requisition is in the short-form format and needs to be in the long-form Deficiency 4: Our letter within the requisition exceeds the 1,000-word count limit (by 86 words) Finally, on the 14th of September, the activist released another public letter stating that they have addressed the identified deficiencies and submitted a new request. Unless the management comes up with some other excuse, the special shareholder meeting will likely be convened no later than 21 days after the submission of the request. If the special meeting will be allowed, Rubric has a good chance to win the vote. Further thoughts and valuation First, let's present the activist's model: Activist Letter The most notable asset of the company is Setrusumab, a drug used for the treatment of Osteogenesis imperfecta a rare genetic disease. The integral part of the MREO story is its partnership with Ultragenyx since 2020. The partnership significantly boosted MREO's financial health in the coming years due to a $50 million upfront payment from Ultragenyx. Most importantly, MREO is entitled to significant payments if certain milestones are achieved with further royalty payouts post-FDA approval. These two components make up most of the activist valuation plus the cash on hand (lower by $24m today). Setrusumab will go into Phase 3 trial by the end of the year, which would likely be one of the milestones triggering another payment (the exact details are limited). Moreover, the valuation does not include 5 other earlier-stage drugs that can also yield additional value here. Clearly, despite the contingencies, the potential upside is significant here. Once again, Rubric plans to monetize the potential royalties from Setrusumab, liquidate or license/partner out the rest of the pipeline, reduce the cash burn, and distribute excess cash to shareholders. The success of the campaign will be the catalyst for potentially outsized returns if the assets are monetized at least at a directionally close price to the activist valuation estimates. However, the main questions are whether the activist can succeed in overthrowing the board and if there are any buyers out there for MREO assets. If the shareholder meeting is convened, I believe, the activist has a good chance of succeeding here, for several reasons. Besides its large 14% stake, a close affiliate of Rubric Capital, Point72 Asset Management, also holds a 9% stake in the company and it is highly likely that their vote is in the pocket of the activist. In fact, Rubric Capital was a part of Point72 before it was carved out in 2016. Point72 capital is a hedge fund run by the infamous Steve Cohen whose former analyst was David Rosen, the current CEO of Rubric Capital. Moreover, to request a special shareholder meeting holders of ADS have to convert their ADS into ordinary shares with a $0.05/share conversion fee. Despite this, the activist was willing to incur, basically, a 10% tax just to request the shareholder meeting which speaks highly of their determination and most importantly confidence that the vote will go in their favor. On top of this, shareholder reaction to the management's response clearly shows dissatisfaction with the current management further increasing the likelihood of a successful activist campaign.
Seeking Alpha • Sep 14

Mereo activist investor Rubric asks board again to hold general meeting, nominate directors

Rubric Capital Management submitted a revised requisition to Mereo BioPharma's (NASDAQ:MREO) board for a general meeting of shareholders. Rubric — which claims to own ~14% stake in Mereo — issued an open letter on Sept. 14 criticizing the company and urged Mereo to hold a general meeting and allow shareholders to vote on Rubric's proposals, including the nomination of new board members. On Aug. 22, Mereo had cited certain deficiencies in Rubric's original requisition seeking the general meeting. A few days prior to this, in an Aug. 19 letter, Rubric had asked to hold a general meeting to consider the removal of directors Peter Fellner, Anders Ekblom, Deepika Pakianathan, and Michael Wyzga and to appoint Annalisa Jenkins, Daniel Shames, Marc Yoskowitz, and Justin Roberts as directors. In the Sept. 14 open letter Rubric disclosed the deficiencies cited by Mereo and its response.
Seeking Alpha • Jul 05

Mereo BioPharma Group regains compliance with Nasdaq's listing rule

Mereo BioPharma Group (NASDAQ:MREO) stated Tuesday that it has regained compliance with Nasdaq's minimum $1 bid price requirement as notified by the exchange. Stock is up 2.9% in after-hours trading. Earlier: AstraZeneca considering bid for Mereo BioPharma – Report (update)
Seeking Alpha • Jun 17

Mereo BioPharma: Activist Pressure In A Net-Net Biopharma

Mereo BioPharma Group plc is a London-based clinical-stage biopharma trading at a slight discount to net cash. Recently, one of the company’s largest investors, Rubric Capital Management (14% stake), wrote a letter to the board urging them to explore strategic alternatives. Rubric Capital is estimating that the implied value of MREO today is $4 per ADS.
Seeking Alpha • Dec 08

Mereo BioPharma: Anti-TIGIT Developer In Mid-Stage Development

MREO is a British company developing a new kind of monoclonal antibody for cancer. The company's self-owned pipeline is in the early stage. They recently announced interim data from a phase 1b trial.

Rentabilidad de los accionistas

MREOUS BiotechsMercado US
7D-2.6%1.1%0.8%
1Y-88.9%27.5%24.2%

Rentabilidad vs. Industria: Los resultados de MREO fueron inferiores a los de la industria US Biotechs, que obtuvo un rendimiento del 27.5% el año pasado.

Rentabilidad vs. Mercado: MREO obtuvo unos resultados inferiores a los del mercado US, que fueron del 24.2% el año pasado.

Volatilidad de los precios

Is MREO's price volatile compared to industry and market?
MREO volatility
MREO Average Weekly Movement12.1%
Biotechs Industry Average Movement10.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: El precio de las acciones de MREO ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MREO ha disminuido de 19% a 12% en el último año, pero sigue siendo superior al 75% de los valores de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
201539Denise Scots-Knightwww.mereobiopharma.com

Mereo BioPharma Group plc, empresa biofarmacéutica, desarrolla y comercializa terapias para el tratamiento de enfermedades raras en el Reino Unido y Estados Unidos. La empresa desarrolla Setrusumab, un anticuerpo para el tratamiento de la osteogénesis imperfecta; Alvelestat, una pequeña molécula oral que está en fase II de ensayo clínico para tratar la enfermedad pulmonar asociada al déficit de alfa-1 antitripsina; y Vantictumab, un anticuerpo monoclonal anti-FZD para el tratamiento de la osteopetrosis autosómica dominante de tipo 2. También desarrolla Leflutrozol, un inhibidor oral de la aromatasa, que se encuentra en ensayos de fase 2 para su uso en el tratamiento del hipogonadismo hipogonadotrópico; Navicixizumab, que ha completado los ensayos clínicos de fase 1b para el tratamiento del cáncer de ovario de última línea; Etigilimab, un anticuerpo monoclonal IgG1 que se une al receptor humano TIGIT de las células inmunitarias para el tratamiento de tumores sólidos avanzados; y Acumapimod, un inhibidor de la p38 MAP cinasa que se encuentra en ensayos clínicos de fase II para tratar las exacerbaciones agudas de la enfermedad pulmonar obstructiva crónica.

Resumen de fundamentos de Mereo BioPharma Group plc

¿Cómo se comparan los beneficios e ingresos de Mereo BioPharma Group con su capitalización de mercado?
Estadísticas fundamentales de MREO
Capitalización bursátilUS$48.68m
Beneficios(TTM)-US$35.71m
Ingresos (TTM)US$500.00k
97.4x
Ratio precio-ventas (PS)
-1.4x
Ratio precio-beneficio (PE)

¿Está MREO sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MREO
IngresosUS$500.00k
Coste de los ingresosUS$133.00k
Beneficio brutoUS$367.00k
Otros gastosUS$36.08m
Beneficios-US$35.71m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-0.22
Margen bruto73.40%
Margen de beneficio neto-7,142.00%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado MREO a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/12 13:44
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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

Mereo BioPharma Group plc está cubierta por 11 analistas. 7 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
Jack AllenBaird
Yun ZhongBTIG
Julian HarrisonBTIG