Rhythm Pharmaceuticals, Inc.

Informe acción NasdaqGM:RYTM

Capitalización de mercado: US$5.9b

Rhythm Pharmaceuticals Dirección

Dirección controles de criterios 2/4

El CEO de Rhythm Pharmaceuticals es David Meeker , nombrado en Jul 2020, tiene una permanencia de 5.92 años. compensación anual total es $17.54M, compuesta por 4.6% salario y 95.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.35% de las acciones de la empresa, por valor de $20.56M. La antigüedad media del equipo directivo y de la junta directiva es de 5.6 años y 7 años, respectivamente.

Información clave

David Meeker

Chief Executive Officer (CEO)

US$17.5m

Compensación total

Porcentaje del salario del CEO4.60%
Permanencia del CEO5.9yrs
Participación del CEO0.3%
Permanencia media de la dirección5.6yrs
Promedio de permanencia en la Junta Directiva7yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jun 03

RYTM: Hypothalamic Obesity Approval Will Drive Next Phase Of Upside

Narrative Update The updated analyst price target framework for Rhythm Pharmaceuticals reflects a modest fair value move to $138.20, with analysts pointing to adjusted revenue growth expectations, higher projected profit margins, and a lower future P/E assumption after recent EMANATE trial readouts and reassessments of setmelanotide opportunities. Analyst Commentary Recent research updates on Rhythm Pharmaceuticals reflect a mix of optimism around near term commercial execution and concern around the implications of the EMANATE Phase 3 miss for longer term rare obesity opportunities.
Seeking Alpha Jun 03

Rhythm Pharmaceuticals: The Rare Obesity Platform Is Becoming A Commercial Engine

Summary Rhythm Pharmaceuticals is transitioning from a development stage to a commercial rare disease leader, leveraging its IMCIVREE franchise for biologically defined obesity. IMCIVREE’s recent FDA and EU approvals for acquired hypothalamic obesity unlock a significant, underserved market with rapid early uptake and global expansion potential. RYTM’s premium valuation is justified by rapid revenue growth, multiple approved indications, global infrastructure, and a robust pipeline targeting rare neuroendocrine obesity. Key near-term catalysts include U.S. launch execution, Japanese regulatory decision, pivotal oral bivamelagon trial, and pipeline progress in congenital HO and PWS. Read the full article on Seeking Alpha
Actualización de narrativa May 04

RYTM: Hypothalamic Obesity Expansion Will Drive Next Phase Of Upside

Rhythm Pharmaceuticals' consolidated analyst price target has been adjusted slightly higher by a few dollars to $137.67, as analysts update their models around recent EMANATE trial outcomes, hypothalamic obesity launch expectations, and evolving views on next generation MC4R agonist opportunities. Analyst Commentary Recent research updates show a mix of optimism and caution around Rhythm Pharmaceuticals, with several firms adjusting price targets both higher and lower as they factor in EMANATE outcomes, hypothalamic obesity indications, and next generation MC4R agonist programs.
Actualización de narrativa Apr 19

RYTM: Hypothalamic Obesity Approval Will Drive Next Phase Of Upside

Analysts have nudged their blended price target for Rhythm Pharmaceuticals higher by $0.40 to $137.67, reflecting updated assumptions around revenue growth, profitability, discount rates, and future P/E multiples following recent research updates on Phase 3 trial outcomes and the commercial outlook for Imcivree and hypothalamic obesity. Analyst Commentary Recent research updates present a mixed but generally constructive picture, with several firms adjusting price targets following the EMANATE trial results and evolving expectations for Imcivree and hypothalamic obesity.
Actualización de narrativa Apr 04

RYTM: Hypothalamic Obesity Expansion Will Drive Next Upside Phase

Rhythm Pharmaceuticals' fair value estimate has moved higher to $137.27 from $135.53, as analysts factor in recent price target revisions that balance EMANATE trial setbacks with continued focus on Imcivree commercial execution and next generation MC4R agonists. Analyst Commentary Street research around Rhythm Pharmaceuticals has shifted meaningfully following the EMANATE readout, with price targets adjusted both higher and lower as analysts weigh clinical risk against the commercial rollout of Imcivree and the potential of next generation MC4R agonists.
Actualización de narrativa Mar 20

RYTM: Hypothalamic Obesity Approval And Launch Preparations Will Drive Next Upside Phase

The updated analyst model trims the blended price target for Rhythm Pharmaceuticals by about $4 to $135.53 as analysts factor in slightly lower revenue growth and margin assumptions, along with a higher projected future P/E multiple following recent EMANATE trial results and ongoing focus on Imcivree and hypothalamic obesity. Analyst Commentary Recent Street research around Rhythm Pharmaceuticals reflects a mixed but engaged view, with several firms adjusting price targets after EMANATE and other trial updates, as well as ongoing focus on Imcivree and hypothalamic obesity.
Actualización de narrativa Mar 06

RYTM: Hypothalamic Obesity Launch And Upcoming Data Readouts Will Drive Next Upside Phase

Analysts trimmed their blended price target for Rhythm Pharmaceuticals by a few dollars, reflecting slightly more conservative long-term revenue and margin assumptions, even as they continue to highlight the potential of IMCIVREE and the hypothalamic obesity opportunity. Analyst Commentary Recent Street research around Rhythm Pharmaceuticals shows a mix of enthusiasm about the IMCIVREE franchise and the hypothalamic obesity opportunity, along with some recalibration of long-term expectations that feeds into updated price targets.
Actualización de narrativa Feb 18

RYTM: Stable Franchise Trends Will Support Next Phase Of Upside

Analysts have lifted their price target on Rhythm Pharmaceuticals to $145 from $140, citing slightly stronger than expected preannounced Q4 Imcivree revenue of about $57M and what they see as stable growth trends for the existing franchise. Analyst Commentary Recent commentary centers on how the preannounced Q4 Imcivree revenue of about US$57M feeds into expectations for Rhythm Pharmaceuticals' execution and valuation.
Actualización de narrativa Feb 04

RYTM: March Review Decision Will Drive Next Phase Of Upside

Analysts lifted their price target on Rhythm Pharmaceuticals to US$145 from US$140, citing Q4 Imcivree revenues of about US$57 million coming in slightly ahead of expectations and their view that growth in the existing franchise remains stable. Analyst Commentary Recent commentary around Rhythm Pharmaceuticals focuses on how the latest Imcivree revenue update might influence expectations for growth, execution, and valuation.
Actualización de narrativa Jan 21

RYTM: March Hypothalamic Obesity Decision Will Drive Next Phase Of Upside

Narrative Update Overview Analysts have inched their fair value estimate for Rhythm Pharmaceuticals higher to about $140 from $139, reflecting slightly higher Street price targets and expectations for steady Imcivree demand after a Q4 revenue preannouncement of roughly $57 million. The update also takes into account more cautious views on how much near term upside is left around upcoming label and trial milestones.
Actualización de narrativa Jan 06

RYTM: March Obesity Decision And Prader Willi Data Will Shape Upside

Analysts have nudged their fair value estimate for Rhythm Pharmaceuticals higher to about US$139 per share from roughly US$138, reflecting recent price target increases from several firms, along with views that upcoming label expansion and clinical readouts are already largely reflected in the current share price. Analyst Commentary Recent Street research on Rhythm Pharmaceuticals shows a mix of enthusiasm around the commercial trajectory and upcoming label events, alongside some caution on how much of that story is already reflected in the share price.
Actualización de narrativa Dec 21

RYTM: March FDA Obesity Decision Will Drive Next Phase Of Upside

Analysts have modestly lifted their fair value estimate for Rhythm Pharmaceuticals to approximately $138 from about $127, reflecting slightly higher long term revenue growth expectations and confidence in upcoming hypothalamic obesity label expansion, despite a recent downgrade on valuation concerns. Analyst Commentary Bullish analysts highlight that Rhythm's strong clinical execution in hypothalamic obesity and Bardet Biedl syndrome, along with robust year to date share performance, support a higher long term revenue trajectory and justify incremental price target increases.
Actualización de narrativa Dec 07

RYTM: March FDA Obesity Decision Will Drive Next Phase Of Share Upside

Analysts have edged their average price target for Rhythm Pharmaceuticals slightly higher to about $127 from roughly $126, reflecting confidence that strong Imcivree and bivamelagon data, along with anticipated hypothalamic obesity label expansion, can support continued growth. However, recent gains and a limited near term catalyst slate are tempering enthusiasm.
Actualización de narrativa Nov 23

RYTM: December FDA Decision Will Drive Next Phase Of Share Upside

Rhythm Pharmaceuticals' analyst price target increased from $121.43 to $126.31, as analysts cite ongoing clinical progress and upcoming regulatory milestones that support further upside for the company’s shares. Analyst Commentary Analysts have recently weighed in on Rhythm Pharmaceuticals, offering both optimistic and cautionary perspectives based on the company's performance, upcoming catalysts, and valuation.
Artículo de análisis Nov 07

The Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

It's been a sad week for Rhythm Pharmaceuticals, Inc. ( NASDAQ:RYTM ), who've watched their investment drop 12% to...
Actualización de narrativa Nov 05

RYTM: Upcoming FDA Decision Will Drive Next Phase of Upside Momentum

Analysts have raised their price target for Rhythm Pharmaceuticals from $117.57 to $121.43 per share, citing improved profit margin projections and increased optimism about upcoming label expansions for setmelanotide. Analyst Commentary Recent updates from Street research provide a balanced view on Rhythm Pharmaceuticals, with both bullish and bearish perspectives influencing the company's outlook and valuation.
Actualización de narrativa Oct 22

Analysts Boost Rhythm Pharmaceuticals Outlook Amid Setmelanotide Progress and Revised Valuation Metrics

The analyst price target for Rhythm Pharmaceuticals was revised upward by $7 to reflect increased optimism from analysts about the company's potential label expansion and expected regulatory progress for setmelanotide in hypothalamic obesity. Analyst Commentary Recent updates from Street research indicate a positive reassessment of Rhythm Pharmaceuticals' prospects, particularly surrounding potential regulatory approval and expanding commercial opportunities for setmelanotide in hypothalamic obesity.
Actualización de narrativa Oct 08

Rising Genetic Diagnosis Will Expand Rare Disease Treatment Pipelines

Rhythm Pharmaceuticals' analyst price target has increased from $114.86 to $118.36, as analysts cite encouraging clinical data and optimism about setmelanotide's approval prospects in hypothalamic obesity. These factors are driving the revised valuation.
Actualización de narrativa Sep 24

Rising Genetic Diagnosis Will Expand Rare Disease Treatment Pipelines

The consensus price target for Rhythm Pharmaceuticals was raised to $114.86 as bullish analyst sentiment strengthened on strong Phase 2 obesity trial results, robust Imcivree sales, and optimistic expectations for regulatory milestones and long-term franchise durability. Analyst Commentary Bullish analysts highlight strong Phase 2 trial results for bivamelagon in hypothalamic obesity, demonstrating significant placebo-adjusted BMI reduction at multiple doses and exceeding expectations for efficacy over 14 weeks.
Actualización de narrativa Aug 07

Rising Genetic Diagnosis Will Expand Rare Disease Treatment Pipelines

A lower future P/E indicates improved earnings expectations, while a higher discount rate suggests increased perceived risk, yet analysts have still raised Rhythm Pharmaceuticals’ fair value to $110.71 per share. What's in the News Rhythm Pharmaceuticals presented new clinical data on bivamelagon (oral MC4R agonist) and setmelanotide (lead asset) in patients with acquired hypothalamic obesity at ENDO 2025; setmelanotide remains FDA approved for syndromic monogenic obesity due to defined genetic deficiencies.
Artículo de análisis Jul 10

Revenues Not Telling The Story For Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM) After Shares Rise 33%

Rhythm Pharmaceuticals, Inc. ( NASDAQ:RYTM ) shares have continued their recent momentum with a 33% gain in the last...
Artículo de análisis Jun 25

Rhythm Pharmaceuticals (NASDAQ:RYTM) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nueva narrativa May 26

Label Expansion And Global Healthcare Will Widen Future Market Opportunities

Label expansion and global commercialization of IMCIVREE are set to drive substantial revenue growth and broaden market reach.
Seeking Alpha Apr 08

Rhythm: Late-Stage Study Win Brings About Change For Rare Obesity Disorder

Summary Rhythm Pharmaceuticals, Inc. met primary endpoint in phase 3 TRANSCEND study, which used setmelanotide for the treatment of patients with acquired hypothalamic obesity. Regulatory submission of setmelanotide to the U.S. and EU, for the treatment of patients with acquired hypothalamic obesity, expected in Q3 of 2025. Company pushing forward with oral MC4R-specific agonist to treat patients with acquired hypothalamic obesity known as bivamelagon; Data from a phase 1/2 study, using bivamelagon for the treatment of patients with acquired hypothalamic obesity, expected in 2nd half of 2025. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

Rhythm Pharmaceuticals: Buying This Rare Genetic Obesity Maven

Summary Rhythm Pharmaceuticals' 01/2025 presentation and Q4 2024 preliminary results press release highlight growing financial performance and promising pipeline developments. Investment thesis focuses on Rhythm's robust clinical progress and strategic positioning in the rare genetic obesity market. Rating justification is based on solid revenues, innovative product pipeline, and potential market expansion. Conclusion emphasizes Rhythm's growth potential and recommends it as a compelling speculative investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

Rhythm Pharmaceuticals: A Key Year Ahead

Summary Rhythm Pharmaceuticals, Inc.'s main asset, imcivree, targets rare genetic obesity disorders; key milestones in 2025 could significantly impact the stock. Positive Phase 3 data and expanded indications for imcivree, including Hypothalamic Obesity, are crucial for future growth. Analysts are optimistic, with multiple Buy ratings and price targets between $65-$80; however, insiders have sold some shares recently. An updated analysis around Rhythm Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Sep 22

Rhythm: Upcoming sNDA Label Expansion IMCIVREE Isn't The Only Catalyst On Deck

Summary IMCIVREE is FDA-approved for obesity due to genetic mutations and aims to expand its label to include children as young as 2 years old. Rhythm is also exploring IMCIVREE for hypothalamic obesity in a phase 3 study, with data expected in the 1st half of 2025. Financially, Rhythm has $319.1 million in cash, but may need to raise more funds within the next 12 months. RM-718 and LB54640 are two other drugs being developed to treat patients with hypothalamic obesity; Both of which are able to achieve function without hyperpigmentation. Read the full article on Seeking Alpha
Seeking Alpha Aug 29

Rhythm: Pivotal Moment Approaching In Hypothalamic Obesity (Rating Upgrade)

Summary Rhythm Pharmaceuticals' Q2 revenue rose to $29.1 million, driven by global sales of Imcivree, its treatment for rare genetic obesity disorders. The company's cash and investments totaled $319 million by June 30, 2024, ensuring a cash runway into 2026, according to Rhythm's projections. Imcivree is currently undergoing a Phase 3 trial for hypothalamic obesity, with results expected in 1H 2025, crucial for its potential blockbuster status. RYTM stock is a speculative "buy" based on the potential of Imcivree in treating hypothalamic obesity, though there are significant risks if the trial fails. Read the full article on Seeking Alpha
Seeking Alpha Jun 12

Rhythm: Navigating Imcivree's Potential In Rare Obesity Treatments (Rating Upgrade)

Summary Rhythm Pharmaceuticals' stock has appreciated 68% since the last sell recommendation, outperforming market returns. Imcivree shows promising Phase 2 results in treating hypothalamic obesity, potentially doubling its market if its Phase 3 trial proves successful. The company's financial health appears stable, with a sufficient cash runway extended by recent funding. The Phase 3 trial for Imcivree in heterozygous mutations aims to broaden the addressable population to exceed 50,000. I now hold a more balanced view of RYTM stock, acknowledging its strategic expansions but cautious of its high valuation and ongoing risks. Read the full article on Seeking Alpha
Seeking Alpha Feb 23

Rhythm Pharmaceuticals: Action Too Specific

Summary Rhythm Pharmaceuticals focuses on treating obesity caused by genetic mutations, but the market size for these mutations is too small to justify the company's valuation. Novo Nordisk's Ozempic also targets the same patient groups, making Rhythm's product less appealing. IMCIVREE, Rhythm's main product, shows good results in clinical trials, but again the action is too specific. Outstanding dilution from options too down the line. Not for us. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de David Meeker en comparación con los beneficios de Rhythm Pharmaceuticals?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$208m

Dec 31 2025US$18mUS$808k

-US$202m

Sep 30 2025n/an/a

-US$198m

Jun 30 2025n/an/a

-US$188m

Mar 31 2025n/an/a

-US$174m

Dec 31 2024US$15mUS$740k

-US$265m

Sep 30 2024n/an/a

-US$262m

Jun 30 2024n/an/a

-US$261m

Mar 31 2024n/an/a

-US$274m

Dec 31 2023US$7mUS$705k

-US$185m

Sep 30 2023n/an/a

-US$186m

Jun 30 2023n/an/a

-US$182m

Mar 31 2023n/an/a

-US$181m

Dec 31 2022US$3mUS$652k

-US$181m

Sep 30 2022n/an/a

-US$181m

Jun 30 2022n/an/a

-US$176m

Mar 31 2022n/an/a

-US$166m

Dec 31 2021US$6mUS$630k

-US$70m

Sep 30 2021n/an/a

-US$62m

Jun 30 2021n/an/a

-US$60m

Mar 31 2021n/an/a

-US$56m

Dec 31 2020US$15mUS$262k

-US$134m

Sep 30 2020n/an/a

-US$132m

Jun 30 2020n/an/a

-US$134m

Mar 31 2020n/an/a

-US$146m

Dec 31 2019US$287kn/a

-US$141m

Compensación vs. Mercado: La compensación total de David($USD17.54M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.38M).

Compensación vs. Ingresos: La compensación de David ha aumentado mientras la empresa no es rentable.


CEO

David Meeker (72 yo)

5.9yrs
Permanencia
US$17,544,525
Compensación

Dr. David P. Meeker, MD, is Member of Advisory Board of Mitotherapeutix, LLC. Dr. Meeker had been Independent Non-Executive Director of Pharvaris N.V. (formerly known as Pharvaris B.V.) since January 1, 20...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
David Meeker
Chairman5.9yrsUS$17.54m0.35%
$ 20.6m
Hunter Smith
CFO & Treasurer8.9yrsUS$6.23m0.17%
$ 10.3m
Alastair Garfield
Chief Scientific Officer1.9yrsUS$4.43m0.011%
$ 667.2k
Yann Mazabraud
Executive VP & Head of International5.7yrsUS$6.12m0.096%
$ 5.7m
Jennifer Lee
Executive VP & Head of North America5.6yrsUS$5.60m0.028%
$ 1.7m
Christopher German
Corporate Controller & Principal Accounting Officer3.3yrssin datos0%
$ 0
Joseph Shulman
Chief Technical Officer5.9yrsUS$3.41m0.028%
$ 1.6m
David Connolly
Head of Investor Relations & Corporate Communicationsno datasin datossin datos
Jim Flaherty
Senior VP & General Counsel5.6yrssin datossin datos
Sarah Ryan
Vice President of Sales & Marketingno datasin datossin datos
Pamela Cramer
Chief Human Resources Officer4.9yrssin datos0.043%
$ 2.5m
Elisabeth Cronert-Bendell
Senior VP & Head of Strategy4.3yrssin datossin datos
5.6yrs
Permanencia media
52.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de RYTM es experimentado (5.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
David Meeker
Chairman10.6yrsUS$17.54m0.35%
$ 20.6m
Kimberly Popovits
Independent Directorless than a yearsin datossin datos
Jennifer Good
Independent Director7yrsUS$659.98k0.010%
$ 601.2k
David W. McGirr
Independent Director10.6yrsUS$674.98k0.010%
$ 601.2k
Lynn Tetrault
Independent Lead Director5.5yrsUS$669.98k0.010%
$ 601.2k
Christophe Jean
Independent Director11.2yrsUS$659.98k0.010%
$ 601.2k
William Chin
Member of Scientific Advisory Boardno datasin datossin datos
Elizabeth Stoner
Member of Scientific Advisory Boardno datasin datossin datos
Michael Camilleri
Member of Scientific Advisory Boardno datasin datossin datos
Lee Kaplan
Chairman of Scientific Advisory Boardno datasin datossin datos
John Amatruda
Member of Scientific Advisory Boardno datasin datossin datos
Stuart Arbuckle
Independent Director6.9yrsUS$659.98k0.010%
$ 601.2k
7.0yrs
Permanencia media
71.5yo
Promedio de edad

Junta con experiencia: La junta directiva de RYTM se considera experimentada (7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/09 11:59
Precio de las acciones al final del día2026/06/09 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

Rhythm Pharmaceuticals, Inc. está cubierta por 25 analistas. 16 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
Tazeen AhmadBofA Global Research
Whitney IjemCanaccord Genuity
Samantha Lynn SemenkowCitigroup Inc