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Mereo BioPharma Group plcNasdaqCM:MREO Rapporto sulle azioni

Cap. di mercato US$43.4m
Prezzo delle azioni
US$0.28
US$1.75
84.1% sottovalutato sconto intrinseco
1Y-87.6%
7D15.2%
1D
Valore del portafoglio
​
Vista

Mereo BioPharma Group plc

Report azionario NasdaqCM:MREO

Capitalizzazione di mercato: US$43.4m

Mereo BioPharma Group (MREO) Panoramica del titolo

Mereo BioPharma Group plc, società biofarmaceutica, sviluppa e commercializza farmaci per il trattamento di malattie rare nel Regno Unito e negli Stati Uniti. Maggiori dettagli

MREO analisi fondamentale
Punteggio fiocco di neve
Valutazione1/6
Crescita futura3/6
Prestazioni passate0/6
Salute finanziaria5/6
Dividendi0/6

Premi

Si prevede che i ricavi cresceranno 52.41% all'anno

Analisi del rischio

Realizza un fatturato inferiore a 1 milione di dollari ( $500K )

Non ha una capitalizzazione di mercato significativa ( $43M )

Attualmente non redditizio e non si prevede che diventerà redditizio nei prossimi 3 anni


MREO Community Fair Values

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Concorrenti di Mereo BioPharma Group plc

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Mereo BioPharma Group
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$0.28
Massimo di 52 settimaneUS$3.05
Minimo di 52 settimaneUS$0.20
Beta0.19
Variazione di 1 mese-13.41%
Variazione a 3 mesi-34.35%
Variazione di 1 anno-87.58%
Variazione a 3 anni-73.99%
Variazione a 5 anni-91.49%
Variazione dall'IPO-95.72%

Notizie e aggiornamenti recenti

Articolo di analisi • 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

Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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.

Rendimenti per gli azionisti

MREOUS BiotechsUS Mercato
7D15.2%-1.6%-0.8%
1Y-87.6%34.4%27.1%

Ritorno vs Industria: MREO ha avuto una performance inferiore rispetto al US Biotechs che ha registrato un rendimento 34.4 % nell'ultimo anno.

Rendimento vs Mercato: MREO ha avuto una performance inferiore al mercato US che ha registrato un rendimento 27.1 % nell'ultimo anno.

Volatilità dei prezzi

Is MREO's price volatile compared to industry and market?
MREO volatility
MREO Average Weekly Movement10.2%
Biotechs Industry Average Movement11.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: MREO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale di MREO è diminuita da 19% a 10% nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
201539Denise Scots-Knightwww.mereobiopharma.com

Mereo BioPharma Group plc, società biofarmaceutica, sviluppa e commercializza farmaci per il trattamento di malattie rare nel Regno Unito e negli Stati Uniti. L'azienda sviluppa Setrusumab, un anticorpo per il trattamento dell'osteogenesi imperfetta; Alvelestat, una piccola molecola orale in fase II di sperimentazione clinica per il trattamento della malattia polmonare associata al deficit di alfa-1 antitripsina; e Vantictumab, un anticorpo monoclonale anti-FZD per il trattamento dell'osteopetrosi autosomica dominante di tipo 2. L'azienda sviluppa anche Leflutrozolo, un anticorpo monoclonale anti-FZD per il trattamento dell'osteopetrosi autosomica dominante.

Mereo BioPharma Group plc Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Mereo BioPharma Group con la sua capitalizzazione di mercato?
MREO statistiche fondamentali
Capitalizzazione di mercatoUS$43.43m
Utili (TTM)-US$35.71m
Ricavi(TTM)US$500.00k
88.8x
Rapporto P/S
-1.2x
Rapporto P/E

MREO è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
MREO Conto economico (TTM)
RicaviUS$500.00k
Costo del fatturatoUS$133.00k
Profitto lordoUS$367.00k
Altre speseUS$36.08m
Utili-US$35.71m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)-0.22
Margine lordo73.40%
Margine di profitto netto-7,142.00%
Rapporto debito/patrimonio netto0%

Come si è comportato MREO nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 23:05
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Mereo BioPharma Group plc è coperta da 11 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jack AllenBaird
Yun ZhongBTIG
Julian HarrisonBTIG