Epizyme, Inc.

NasdaqGS:EPZM Rapport sur les actions

Capitalisation boursière : 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 Résultats passés

Passé contrôle des critères 0/6

Informations clés

-16.75%

Taux de croissance des bénéfices

-2.39%

Taux de croissance du BPA

Biotechs Croissance de l'industrie17.04%
Taux de croissance des recettes24.43%
Rendement des fonds propresn/a
Marge nette-391.88%
Dernière mise à jour des bénéfices30 Jun 2022

Mises à jour récentes des performances passées

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.
Article d’analyse • 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.
Article d’analyse • 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...
Article d’analyse • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...

Ventilation des recettes et des dépenses

Comment Epizyme gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NasdaqGS:EPZM Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Jun 2253-208113123
31 Mar 2238-236125123
31 Dec 2137-251134123
30 Sep 2134-267137102
30 Jun 2133-257136102
31 Mar 2122-251133102
31 Dec 2016-232125102
30 Sep 2012-2221140
30 Jun 2014-2021000
31 Mar 2017-192830
31 Dec 1924-17368126
30 Sep 1929-140570
30 Jun 1923-141510
31 Mar 1930-122470
31 Dec 1822-124440
30 Sep 1812-137400
30 Jun 1812-137380
31 Mar 1810-136380
31 Dec 1710-134370
30 Sep 1710-133360
30 Jun 1717-120350
31 Mar 178-120310
31 Dec 168-110280
30 Sep 168-97270
30 Jun 162-96260
31 Mar 162-94250
31 Dec 153-132240
30 Sep 1512-125230

Des revenus de qualité: EPZM n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: EPZM n'est actuellement pas rentable.

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: EPZM n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 16.7% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de EPZM au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: EPZM n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Biotechs ( 43% ).

Rendement des fonds propres

ROE élevé: Le passif EPZM dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.

Rendement des actifs

Rendement des capitaux employés

Découvrir des entreprises performantes dans le passé

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2022/08/12 10:50
Cours de l'action en fin de journée2022/08/11 00:00
Les revenus2022/06/30
Revenus annuels2021/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Epizyme, Inc. est couverte par 14 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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