Acrux（ACR）株式概要Acrux Limitedは、その子会社とともに、オーストラリア、ヨーロッパ、米国、および国際的にジェネリック医薬品および局所適用医薬品の開発・商業化を行なっている。 詳細ACR ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6報酬過去5年間の収益は年間26.8%増加しました。 リスク分析Australian市場と比較して、過去 3 か月間の株価の変動が非常に大きい意味のある時価総額がありません ( A$6M )過去1年間で株主の希薄化は大幅に進んだ 意味のある収益がありません ( A$3M )すべてのリスクチェックを見るACR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN88.9% undervaluedAnalystConsensusTarget•1y agoNew Product Launches Including Cone 75% Will Expand Market Presence83016Top Analyst NarrativesAcruxANAnalystConsensusTargetBased on Analyst Price TargetsNew Product Launches Including Cone 75% Will Expand Market PresenceKey Takeaways Expansion into niche markets and strategic licensing agreements are aimed at enhancing net margins and diversifying revenue streams. Product pipeline growth coupled with a strong financial position supports sustained long-term revenue and earnings growth.View narrativeAU$0.09FV88.9% 割安 内在価値ディスカウントSet Fair ValueView83users have viewed this narrative1users have liked this narrative0users have commented on this narrative16users have followed this narrativeover 1 year ago author updated this narrativeView all narrativesAcrux Limited 競合他社Percheron TherapeuticsSymbol: ASX:PERMarket cap: AU$8.4mCann GroupSymbol: ASX:CANMarket cap: AU$5.0mFirebrick PharmaSymbol: ASX:FREMarket cap: AU$7.7mInvex TherapeuticsSymbol: ASX:IXCMarket cap: AU$9.0m価格と性能株価の高値、安値、推移の概要Acrux過去の株価現在の株価AU$0.0152週高値AU$0.02152週安値AU$0.009ベータ0.971ヶ月の変化-16.67%3ヶ月変化11.11%1年変化-28.57%3年間の変化-77.27%5年間の変化-92.00%IPOからの変化-98.89%最新ニュースNew Risk • Aug 13New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 45% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Market cap is less than US$10m (AU$5.31m market cap, or US$3.74m). Minor Risk Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 16% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$6.67m market cap, or US$4.75m). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).New Risk • May 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$5.13m market cap, or US$3.66m). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).お知らせ • May 13Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million.Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 168,421,040 Price\Range: AUD 0.0095 Discount Per Security: AUD 0.00057 Security Features: Attached Options Transaction Features: Subsequent Direct ListingReported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0 (vs AU$0.011 loss in 1H 2025)First half 2026 results: EPS: AU$0 (improved from AU$0.011 loss in 1H 2025). Revenue: AU$1.74m (up AU$1.62m from 1H 2025). Net income: AU$165.0k (up AU$3.59m from 1H 2025). Profit margin: 9.5% (up from net loss in 1H 2025). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.New Risk • Oct 23New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.5m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.5m free cash flow). Shareholders have been substantially diluted in the past year (41% increase in shares outstanding). Revenue is less than US$1m (AU$1.2m revenue, or US$772k). Market cap is less than US$10m (AU$5.73m market cap, or US$3.72m).最新情報をもっと見るRecent updatesNew Risk • Aug 13New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 45% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Market cap is less than US$10m (AU$5.31m market cap, or US$3.74m). Minor Risk Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 16% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$6.67m market cap, or US$4.75m). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).New Risk • May 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$5.13m market cap, or US$3.66m). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).お知らせ • May 13Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million.Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 168,421,040 Price\Range: AUD 0.0095 Discount Per Security: AUD 0.00057 Security Features: Attached Options Transaction Features: Subsequent Direct ListingReported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0 (vs AU$0.011 loss in 1H 2025)First half 2026 results: EPS: AU$0 (improved from AU$0.011 loss in 1H 2025). Revenue: AU$1.74m (up AU$1.62m from 1H 2025). Net income: AU$165.0k (up AU$3.59m from 1H 2025). Profit margin: 9.5% (up from net loss in 1H 2025). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.New Risk • Oct 23New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.5m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.5m free cash flow). Shareholders have been substantially diluted in the past year (41% increase in shares outstanding). Revenue is less than US$1m (AU$1.2m revenue, or US$772k). Market cap is less than US$10m (AU$5.73m market cap, or US$3.72m).お知らせ • Sep 30Acrux Limited, Annual General Meeting, Nov 25, 2025Acrux Limited, Annual General Meeting, Nov 25, 2025. Location: in the offices of pitcher partners, level 13, 664 collins st, docklands, melbourne AustraliaReported Earnings • Aug 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: AU$0.017 loss per share. Revenue: AU$4.53m (down 11% from FY 2024). Net loss: AU$5.95m (loss widened 2.5% from FY 2024). Revenue missed analyst estimates by 83%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 47% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Pharmaceuticals industry in Australia.New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (40% increase in shares outstanding). Revenue is less than US$1m (AU$802k revenue, or US$522k). Market cap is less than US$10m (AU$5.71m market cap, or US$3.72m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$4.4m). Share price has been volatile over the past 3 months (13% average weekly change).新しいナラティブ • May 13New Product Launches Including Cone 75% Will Expand Market Presence Expansion into niche markets and strategic licensing agreements are aimed at enhancing net margins and diversifying revenue streams. New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (40% increase in shares outstanding). Revenue is less than US$1m (AU$802k revenue, or US$516k). Market cap is less than US$10m (AU$9.37m market cap, or US$6.02m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$4.4m). Share price has been volatile over the past 3 months (13% average weekly change).New Risk • Feb 26New major risk - Revenue sizeThe company makes less than US$1m in revenue. Total revenue: AU$1.0m (US$649k) This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (39% increase in shares outstanding). Revenue is less than US$1m (AU$1.0m revenue, or US$649k). Market cap is less than US$10m (AU$9.65m market cap, or US$6.12m). Minor Risk Less than 1 year of cash runway based on current free cash flow (-AU$4.4m).New Risk • Jan 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 39% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (39% increase in shares outstanding). Market cap is less than US$10m (AU$12.9m market cap, or US$8.02m). Minor Risk Revenue is less than US$5m (AU$5.1m revenue, or US$3.2m).お知らせ • Dec 05+ 1 more updateAcrux Limited has filed a Follow-on Equity Offering in the amount of AUD 2 million.Acrux Limited has filed a Follow-on Equity Offering in the amount of AUD 2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,142,857 Price\Range: AUD 0.035 Security Features: Attached OptionsNew Risk • Nov 01New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: AU$15.1m (US$9.93m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$4.6m free cash flow). Market cap is less than US$10m (AU$15.1m market cap, or US$9.93m). Minor Risk Revenue is less than US$5m (AU$5.1m revenue, or US$3.3m).お知らせ • Oct 15Acrux Limited, Annual General Meeting, Nov 21, 2024Acrux Limited, Annual General Meeting, Nov 21, 2024. Location: in the offices of pitcher partners, level 13, 664 collins st, docklands, melbourne AustraliaNew Risk • Sep 05New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$4.6m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$4.6m free cash flow). Minor Risks Revenue is less than US$5m (AU$5.1m revenue, or US$3.4m). Market cap is less than US$100m (AU$17.7m market cap, or US$11.9m).Reported Earnings • Aug 30Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: AU$0.02 loss per share (further deteriorated from AU$0.003 loss in FY 2023). Revenue: AU$8.10m (down 3.9% from FY 2023). Net loss: AU$5.80m (loss widened AU$5.04m from FY 2023). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 45% p.a. on average during the next 2 years, compared to a 40% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Don Brumley was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 04First half 2024 earnings released: AU$0.011 loss per share (vs AU$0.011 loss in 1H 2023)First half 2024 results: AU$0.011 loss per share (in line with 1H 2023). Revenue: AU$4.41m (up 210% from 1H 2023). Net loss: AU$3.24m (loss narrowed 1.7% from 1H 2023). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Feb 23Acrux Limited to Report First Half, 2024 Results on Feb 23, 2024Acrux Limited announced that they will report first half, 2024 results on Feb 23, 2024お知らせ • Oct 27Acrux Limited, Annual General Meeting, Nov 29, 2023Acrux Limited, Annual General Meeting, Nov 29, 2023, at 10:00 AUS Eastern Standard Time. Location: Pitcher Partners, located at Level 13, 664 Collins St Docklands Victoria Australia Agenda: To receive and consider the financial report of the Company and the reports of the Directors and Auditor for the year ended 30 June 2023; to consider re-election of Mr. Ross Dobinson as a Director; to consider the issue of Rights to Non-executive Directors's as a component of their Remuneration; to consider the approval of 10% Placement Capacity Shares; to consider the approval of Omnibus Equity Plan to refresh approval as required by ASX Listing Rules; to consider the adoption of Remuneration Report; and to discuss other matters.Reported Earnings • Aug 27Full year 2023 earnings released: AU$0.003 loss per share (vs AU$0.035 loss in FY 2022)Full year 2023 results: AU$0.003 loss per share (improved from AU$0.035 loss in FY 2022). Revenue: AU$8.43m (up 390% from FY 2022). Net loss: AU$764.0k (loss narrowed 92% from FY 2022). Post-clinical trial products Pre-registration: 3 Approved (during full year): 1 Launched (during full year): 1 Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$12.7m market cap, or US$8.13m). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (13% average weekly change). Revenue is less than US$5m (AU$2.4m revenue, or US$1.6m).New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Revenue is less than US$5m (AU$2.4m revenue, or US$1.6m). Market cap is less than US$100m (AU$15.8m market cap, or US$10.5m).Recent Insider Transactions • Mar 11Independent Non-Executive Director recently bought AU$92k worth of stockOn the 9th of March, Donald Brumley bought around 1m shares on-market at roughly AU$0.063 per share. This transaction increased Donald's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 24First half 2023 earnings released: AU$0.011 loss per share (vs AU$0.019 loss in 1H 2022)First half 2023 results: AU$0.011 loss per share (improved from AU$0.019 loss in 1H 2022). Revenue: AU$3.25m (up 363% from 1H 2022). Net loss: AU$3.29m (loss narrowed 40% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.お知らせ • Dec 22Acrux and Padagis Announce the Launch of Prilocaine and Lidocaine Cream in the United StatesAcrux and its partner Padagis announced the launch of an AB-rated generic version of Emla® Cream in the United States. Emla® (prilocaine 2.5% and lidocaine 2.5%) Cream is indicated as a topical anaesthetic for use on: normal intact skin for local analgesia; and genital mucous membranes for superficial minor surgery and as pre-treatment for infiltration anaesthesia.分析記事 • Nov 16Here's Why Shareholders May Want To Be Cautious With Increasing Acrux Limited's (ASX:ACR) CEO Pay PacketThe underwhelming share price performance of Acrux Limited ( ASX:ACR ) in the past three years would have disappointed...お知らせ • Oct 21Acrux Limited, Annual General Meeting, Nov 23, 2022Acrux Limited, Annual General Meeting, Nov 23, 2022, at 10:00 AUS Eastern Standard Time. Location: Pitcher Partners, Level 13, 664 Collins St, Docklands, Victoria Victoria Australia Agenda: To consider Re-election of Dr. Geoff Brooke as a Director; and to consider Adoption of Remuneration Report.Reported Earnings • Aug 26Full year 2022 earnings released: AU$0.035 loss per share (vs AU$0.057 loss in FY 2021)Full year 2022 results: AU$0.035 loss per share (up from AU$0.057 loss in FY 2021). Revenue: AU$5.10m (up 282% from FY 2021). Net loss: AU$9.83m (loss narrowed 22% from FY 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Acrux's Sixth Generic Dossier Accepted by FDA for ReviewAcrux Limited announced that the US Food and Drug Administration (FDA) has accepted for review Acrux's application for a generic version (Abbreviated New Drug Application or `ANDA') of cold sore treatment, Acyclovir Cream, 5%. 1. The company has submitted an ANDA to seek approval from the FDA to market its generic version of cold sore treatment Acyclovir Cream, 5%. The FDA has notified Acrux that the application is sufficiently complete to be accepted for review. The reference listed drug is Zovirax® Cream, 5% which is marketed by Bausch Health in the United States. While the FDA administers the review process, the time to ultimate approval is influenced by the number and nature of questions which may arise as the FDA progresses their review. Once the FDA has granted approval, Acrux can finalise preparations with its contracted commercial partner to commence marketing and sales of the product in the United States.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Geoff Brooke was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 30Non-Executive Director recently bought AU$89k worth of stockOn the 29th of November, Donald Brumley bought around 750k shares on-market at roughly AU$0.12 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$32k more in shares than they have sold in the last 12 months.分析記事 • Nov 16It's Unlikely That Acrux Limited's (ASX:ACR) CEO Will See A Huge Pay Rise This YearShareholders of Acrux Limited ( ASX:ACR ) will have been dismayed by the negative share price return over the last...分析記事 • Sep 21We Think Acrux (ASX:ACR) Needs To Drive Business Growth CarefullyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • Sep 13Acrux Limited Announces Fifth Generic Dossier Accepted by FDA for ReviewAcrux Limited announce that the US Food and Drug Administration (FDA) has accepted for review Acrux's Abbreviated New Drug Application (ANDA) for its generic version of Dapsone Gel, 5%. Acrux has submitted an ANDA to seek approval from the FDA to market its generic version of Dapsone Gel, 5%. The FDA has notified Acrux that the submission is sufficiently complete to be accepted for review. The reference listed drug is Aczone® Gel, 5% marketed by Allergan Inc. in the United States. Once approved by the FDA, Acrux will be able to commence marketing and sales of the product in the United States. The product is used to treat acne. It helps decrease the number and severity of acne pimples and helps pimples that do develop to heal more quickly.お知らせ • Aug 26Acrux Limited Launches Testosterone Topical Solution USP, 30mg Per ActuationAcrux Limited announced that its licensee, Dash Pharmaceuticals, has commenced marketing and has product available in the United States for the Company's generic Testosterone Topical Solution USP, 30mg per actuation. Background: Acrux licensed the topical product to Dash Pharmaceuticals in October 2020. The Abbreviated New Drug Application (ANDA) for the product was approved by the FDA earlier in 2021. The addressable market for the product is USD 20 million per year and there are 4 marketed generics.Reported Earnings • Aug 26Full year 2021 earnings released: AU$0.057 loss per share (vs AU$0.056 loss in FY 2020)Full year 2021 results: Net loss: AU$12.6m (loss widened 33% from FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Executive Departure • Jun 29CFO & Company Secretary Deborah Ambrosini has left the companyDuring their tenure, earnings grew by 19% annually compared to the industry average, which went down by 35%. On the 25th of June, Deborah Ambrosini left the company after 2.1 in the role. We don't have any record of a personal shareholding under Deborah's name. A total of 2 executives have left over the last 12 months.お知らせ • Jun 22Acrux Receives Approval from the FDA for Its Generic Version of JubliaAcrux Limited announced that the US Food and Drug Administration (FDA) has granted approval of the Company's generic version of Jublia® (efinaconazole) topical solution, 10%. In June 2018, Acrux submitted an ANDA with a Paragraph IV patent certification to seek approval from the FDA to market a generic version of Jublia® topical solution, 10%, before the expiration of the Jublia® listed patents in the Orange Book. The FDA notified Acrux in August 2018 that the ANDA submission was sufficiently complete to be accepted for review. The Company's ANDA contained the required data to demonstrate to the FDA that Acrux's generic product is bioequivalent to Jublia®.Executive Departure • Jun 10Non Executive Director Norman Gray has left the companyOn the 4th of June, Norman Gray's tenure as Non Executive Director ended after 1.5 years in the role. As of March 2021, Norman still personally held only 127.39k shares (AU$20k worth at the time). Norman is the only executive to leave the company over the last 12 months.お知らせ • Jun 08Acrux Confirms Patent ChallengeAcrux Limited announced that Almirall LLC has initiated patent litigation against Acrux in the U.S. District Court for the District of New Jersey, regarding the Company's Paragraph IV Abbreviated New Drug Application (ANDA) for Dapsone Gel 7.5% (a generic version of Aczone® Gel, 7.5%), asserting U.S. Patent No. 9,517,219 ("the '219 patent"), one of two patents listed in the FDA Orange Book for Aczone® Gel, 7.5%. Acrux's Paragraph IV certification asserts that the '219 patent is invalid, the Company's ASX Release on 15 April 2021, this action is expected and formally initiates unenforceable and/or would not be infringed by Acrux's ANDA product. As referenced in the patent litigation process under the Hatch-Waxman Act.分析記事 • May 20Here's Why We're Watching Acrux's (ASX:ACR) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...分析記事 • Feb 04Is Acrux (ASX:ACR) In A Good Position To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...お知らせ • Jan 12Acrux Limited Announces the US Food and Drug Administration Approves its Generic Product Based on Perrigo's Testosterone Topical Solution, 30mg/1.5mLAcrux Limited announced that the US Food and Drug Administration (`FDA') has approved its generic product based on Perrigo's Testosterone Topical Solution, 30mg/1.5mL. In August 2018, Acrux submitted an Abbreviated New Drug Application (`ANDA') to seek approval from the FDA to market a generic product equivalent to Perrigo's Testosterone Topical Solution, 30mg/1.5mL. The FDA has notified Acrux that the submission has now been approved and that Acrux can manufacture and market the generic drug. Acrux has entered into an exclusive sales, marketing and distribution agreement with Dash Pharmaceuticals ("Dash"). Dash will be responsible for the commercialisation of the product in the United States, including the coordination of commercial manufacturing and management of marketing and distribution. In the United States, sales generated by the product with which Acrux's generic will compete exceeded USD 25 million in the 12 months to the end of September, 2020, based on IQVIA data. Acrux and Dash will share the profits generated from the sales of the product.Is New 90 Day High Low • Jan 12New 90-day high: AU$0.21The company is up 19% from its price of AU$0.18 on 14 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 11% over the same period.お知らせ • Dec 23Acrux Limited announced that it expects to receive AUD 7.815143 million in funding from Bioscience Managers Pty Ltd and other investorsAcrux Limited (ASX:ACR) announces a subscription agreement for 49,777,982 shares for gross proceeds of AUD 0.157 per share for gross proceeds of AUD 7,815,143 on December 21, 2020. The transaction will include participation from existing and new domestic institutional and sophisticated investors including new investor, BioScience Managers Translation Fund I, a fund managed by Bioscience Managers Pty Ltd for AUD 5,000,000. The transaction will close in two tranches. The first tranche will comprise of 42,164,324 shares for gross proceeds of AUD 6,600,000 to be closed on December 24, 2020 and the second tranche will comprise of 7,613,658 shares for gross proceeds of AUD 1,200,000 subject to shareholders approval at the extraordinary general meeting of the company to be held on January 28, 2021. The second tranche is expected to close on February 4, 2021.分析記事 • Dec 14Here's What We Think About Acrux's (ASX:ACR) CEO PayMichael Kotsanis became the CEO of Acrux Limited ( ASX:ACR ) in 2014, and we think it's a good time to look at the...お知らせ • Oct 12Acrux Limited Signs Licensing Agreement with Dash PharmaceuticalsAcrux Limited announced that it has entered into an exclusive sales, marketing and distribution agreement with Dash Pharmaceuticals ("Dash") in the United States ("Agreement") for a product in its pipeline. Subject to approval by the FDA, Dash will be responsible for the commercialization of the product, including the coordination of commercial manufacturing and management of sales and distribution. In the United States, sales generated by the product with which Acrux's generic will compete exceeded USD 30 million in the 12 months to the end of March 31, 2020, based on IQVIA data. Acrux and Dash will share the profits generated from the sales of the product.株主還元ACRAU PharmaceuticalsAU 市場7D0%-2.0%-0.6%1Y-28.6%1.2%0.04%株主還元を見る業界別リターン: ACR過去 1 年間で1.2 % の収益を上げたAustralian Pharmaceuticals業界を下回りました。リターン対市場: ACRは、過去 1 年間で0 % のリターンを上げたAustralian市場を下回りました。価格変動Is ACR's price volatile compared to industry and market?ACR volatilityACR Average Weekly Movement19.1%Pharmaceuticals Industry Average Movement11.5%Market Average Movement9.8%10% most volatile stocks in AU Market16.9%10% least volatile stocks in AU Market3.9%安定した株価: ACRの株価は、 Australian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: ACRの weekly volatility ( 19% ) は過去 1 年間安定していますが、依然としてAustralianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1998n/aJohn Warmbrunnwww.acrux.com.auAcrux社は、その子会社とともに、オーストラリア、ヨーロッパ、米国、および国際的にジェネリック医薬品および局所適用医薬品の開発・商品化を行っている。同社は、更年期障害に伴うのぼせを治療するエストラジオール経皮スプレーをEvamistとLenzettoのブランド名で女性に提供しているほか、尋常性ざ瘡の治療用ジェルであるDapsone 5%とDapsone 7.5%、局所麻酔クリームであるLidocaineとPrilocaine Cream USPを提供している。また、足の爪の真菌症治療に使用される外用液剤であるエフィナコナゾール、慢性裂肛に伴う痛みの治療用軟膏であるニトログリセリン0.4％、冷え症治療用クリームであるアシクロビル5％の開発にも携わっている。同社は1998年に設立され、オーストラリアのウェスト・メルボルンに本社を置いている。もっと見るAcrux Limited 基礎のまとめAcrux の収益と売上を時価総額と比較するとどうか。ACR 基礎統計学時価総額AU$5.90m収益（TTM）-AU$2.35m売上高(TTM)AU$2.81m2.1xP/Sレシオ-2.5xPER（株価収益率ACR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ACR 損益計算書（TTM）収益AU$2.81m売上原価AU$1.53m売上総利益AU$1.28mその他の費用AU$3.64m収益-AU$2.35m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.004グロス・マージン45.59%純利益率-83.81%有利子負債／自己資本比率33.3%ACR の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/22 05:58終値2026/08/21 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Acrux Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関John HesterBell PotterMatthijs SmithCanaccord GenuityAlva DeVoyCGS International6 その他のアナリストを表示
New Risk • Aug 13New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 45% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Market cap is less than US$10m (AU$5.31m market cap, or US$3.74m). Minor Risk Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 16% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$6.67m market cap, or US$4.75m). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).
New Risk • May 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$5.13m market cap, or US$3.66m). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).
お知らせ • May 13Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million.Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 168,421,040 Price\Range: AUD 0.0095 Discount Per Security: AUD 0.00057 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
Reported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0 (vs AU$0.011 loss in 1H 2025)First half 2026 results: EPS: AU$0 (improved from AU$0.011 loss in 1H 2025). Revenue: AU$1.74m (up AU$1.62m from 1H 2025). Net income: AU$165.0k (up AU$3.59m from 1H 2025). Profit margin: 9.5% (up from net loss in 1H 2025). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
New Risk • Oct 23New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.5m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.5m free cash flow). Shareholders have been substantially diluted in the past year (41% increase in shares outstanding). Revenue is less than US$1m (AU$1.2m revenue, or US$772k). Market cap is less than US$10m (AU$5.73m market cap, or US$3.72m).
New Risk • Aug 13New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 45% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding). Market cap is less than US$10m (AU$5.31m market cap, or US$3.74m). Minor Risk Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).
New Risk • May 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 16% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$6.67m market cap, or US$4.75m). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).
New Risk • May 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$5.13m market cap, or US$3.66m). Minor Risks Shareholders have been diluted in the past year (26% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$2.0m).
お知らせ • May 13Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million.Acrux Limited has completed a Follow-on Equity Offering in the amount of AUD 1.6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 168,421,040 Price\Range: AUD 0.0095 Discount Per Security: AUD 0.00057 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
Reported Earnings • Mar 02First half 2026 earnings released: EPS: AU$0 (vs AU$0.011 loss in 1H 2025)First half 2026 results: EPS: AU$0 (improved from AU$0.011 loss in 1H 2025). Revenue: AU$1.74m (up AU$1.62m from 1H 2025). Net income: AU$165.0k (up AU$3.59m from 1H 2025). Profit margin: 9.5% (up from net loss in 1H 2025). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
New Risk • Oct 23New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$5.5m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$5.5m free cash flow). Shareholders have been substantially diluted in the past year (41% increase in shares outstanding). Revenue is less than US$1m (AU$1.2m revenue, or US$772k). Market cap is less than US$10m (AU$5.73m market cap, or US$3.72m).
お知らせ • Sep 30Acrux Limited, Annual General Meeting, Nov 25, 2025Acrux Limited, Annual General Meeting, Nov 25, 2025. Location: in the offices of pitcher partners, level 13, 664 collins st, docklands, melbourne Australia
Reported Earnings • Aug 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: AU$0.017 loss per share. Revenue: AU$4.53m (down 11% from FY 2024). Net loss: AU$5.95m (loss widened 2.5% from FY 2024). Revenue missed analyst estimates by 83%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 47% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Pharmaceuticals industry in Australia.
New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (40% increase in shares outstanding). Revenue is less than US$1m (AU$802k revenue, or US$522k). Market cap is less than US$10m (AU$5.71m market cap, or US$3.72m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$4.4m). Share price has been volatile over the past 3 months (13% average weekly change).
新しいナラティブ • May 13New Product Launches Including Cone 75% Will Expand Market Presence Expansion into niche markets and strategic licensing agreements are aimed at enhancing net margins and diversifying revenue streams.
New Risk • Apr 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (40% increase in shares outstanding). Revenue is less than US$1m (AU$802k revenue, or US$516k). Market cap is less than US$10m (AU$9.37m market cap, or US$6.02m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$4.4m). Share price has been volatile over the past 3 months (13% average weekly change).
New Risk • Feb 26New major risk - Revenue sizeThe company makes less than US$1m in revenue. Total revenue: AU$1.0m (US$649k) This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (39% increase in shares outstanding). Revenue is less than US$1m (AU$1.0m revenue, or US$649k). Market cap is less than US$10m (AU$9.65m market cap, or US$6.12m). Minor Risk Less than 1 year of cash runway based on current free cash flow (-AU$4.4m).
New Risk • Jan 30New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 39% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (39% increase in shares outstanding). Market cap is less than US$10m (AU$12.9m market cap, or US$8.02m). Minor Risk Revenue is less than US$5m (AU$5.1m revenue, or US$3.2m).
お知らせ • Dec 05+ 1 more updateAcrux Limited has filed a Follow-on Equity Offering in the amount of AUD 2 million.Acrux Limited has filed a Follow-on Equity Offering in the amount of AUD 2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 57,142,857 Price\Range: AUD 0.035 Security Features: Attached Options
New Risk • Nov 01New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: AU$15.1m (US$9.93m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$4.6m free cash flow). Market cap is less than US$10m (AU$15.1m market cap, or US$9.93m). Minor Risk Revenue is less than US$5m (AU$5.1m revenue, or US$3.3m).
お知らせ • Oct 15Acrux Limited, Annual General Meeting, Nov 21, 2024Acrux Limited, Annual General Meeting, Nov 21, 2024. Location: in the offices of pitcher partners, level 13, 664 collins st, docklands, melbourne Australia
New Risk • Sep 05New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$4.6m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$4.6m free cash flow). Minor Risks Revenue is less than US$5m (AU$5.1m revenue, or US$3.4m). Market cap is less than US$100m (AU$17.7m market cap, or US$11.9m).
Reported Earnings • Aug 30Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: AU$0.02 loss per share (further deteriorated from AU$0.003 loss in FY 2023). Revenue: AU$8.10m (down 3.9% from FY 2023). Net loss: AU$5.80m (loss widened AU$5.04m from FY 2023). Revenue missed analyst estimates by 22%. Earnings per share (EPS) also missed analyst estimates by 67%. Revenue is forecast to grow 45% p.a. on average during the next 2 years, compared to a 40% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Don Brumley was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 04First half 2024 earnings released: AU$0.011 loss per share (vs AU$0.011 loss in 1H 2023)First half 2024 results: AU$0.011 loss per share (in line with 1H 2023). Revenue: AU$4.41m (up 210% from 1H 2023). Net loss: AU$3.24m (loss narrowed 1.7% from 1H 2023). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Feb 23Acrux Limited to Report First Half, 2024 Results on Feb 23, 2024Acrux Limited announced that they will report first half, 2024 results on Feb 23, 2024
お知らせ • Oct 27Acrux Limited, Annual General Meeting, Nov 29, 2023Acrux Limited, Annual General Meeting, Nov 29, 2023, at 10:00 AUS Eastern Standard Time. Location: Pitcher Partners, located at Level 13, 664 Collins St Docklands Victoria Australia Agenda: To receive and consider the financial report of the Company and the reports of the Directors and Auditor for the year ended 30 June 2023; to consider re-election of Mr. Ross Dobinson as a Director; to consider the issue of Rights to Non-executive Directors's as a component of their Remuneration; to consider the approval of 10% Placement Capacity Shares; to consider the approval of Omnibus Equity Plan to refresh approval as required by ASX Listing Rules; to consider the adoption of Remuneration Report; and to discuss other matters.
Reported Earnings • Aug 27Full year 2023 earnings released: AU$0.003 loss per share (vs AU$0.035 loss in FY 2022)Full year 2023 results: AU$0.003 loss per share (improved from AU$0.035 loss in FY 2022). Revenue: AU$8.43m (up 390% from FY 2022). Net loss: AU$764.0k (loss narrowed 92% from FY 2022). Post-clinical trial products Pre-registration: 3 Approved (during full year): 1 Launched (during full year): 1 Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.
New Risk • Aug 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$12.7m market cap, or US$8.13m). Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Share price has been volatile over the past 3 months (13% average weekly change). Revenue is less than US$5m (AU$2.4m revenue, or US$1.6m).
New Risk • Jul 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 14% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Revenue is less than US$5m (AU$2.4m revenue, or US$1.6m). Market cap is less than US$100m (AU$15.8m market cap, or US$10.5m).
Recent Insider Transactions • Mar 11Independent Non-Executive Director recently bought AU$92k worth of stockOn the 9th of March, Donald Brumley bought around 1m shares on-market at roughly AU$0.063 per share. This transaction increased Donald's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 24First half 2023 earnings released: AU$0.011 loss per share (vs AU$0.019 loss in 1H 2022)First half 2023 results: AU$0.011 loss per share (improved from AU$0.019 loss in 1H 2022). Revenue: AU$3.25m (up 363% from 1H 2022). Net loss: AU$3.29m (loss narrowed 40% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
お知らせ • Dec 22Acrux and Padagis Announce the Launch of Prilocaine and Lidocaine Cream in the United StatesAcrux and its partner Padagis announced the launch of an AB-rated generic version of Emla® Cream in the United States. Emla® (prilocaine 2.5% and lidocaine 2.5%) Cream is indicated as a topical anaesthetic for use on: normal intact skin for local analgesia; and genital mucous membranes for superficial minor surgery and as pre-treatment for infiltration anaesthesia.
分析記事 • Nov 16Here's Why Shareholders May Want To Be Cautious With Increasing Acrux Limited's (ASX:ACR) CEO Pay PacketThe underwhelming share price performance of Acrux Limited ( ASX:ACR ) in the past three years would have disappointed...
お知らせ • Oct 21Acrux Limited, Annual General Meeting, Nov 23, 2022Acrux Limited, Annual General Meeting, Nov 23, 2022, at 10:00 AUS Eastern Standard Time. Location: Pitcher Partners, Level 13, 664 Collins St, Docklands, Victoria Victoria Australia Agenda: To consider Re-election of Dr. Geoff Brooke as a Director; and to consider Adoption of Remuneration Report.
Reported Earnings • Aug 26Full year 2022 earnings released: AU$0.035 loss per share (vs AU$0.057 loss in FY 2021)Full year 2022 results: AU$0.035 loss per share (up from AU$0.057 loss in FY 2021). Revenue: AU$5.10m (up 282% from FY 2021). Net loss: AU$9.83m (loss narrowed 22% from FY 2021). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Acrux's Sixth Generic Dossier Accepted by FDA for ReviewAcrux Limited announced that the US Food and Drug Administration (FDA) has accepted for review Acrux's application for a generic version (Abbreviated New Drug Application or `ANDA') of cold sore treatment, Acyclovir Cream, 5%. 1. The company has submitted an ANDA to seek approval from the FDA to market its generic version of cold sore treatment Acyclovir Cream, 5%. The FDA has notified Acrux that the application is sufficiently complete to be accepted for review. The reference listed drug is Zovirax® Cream, 5% which is marketed by Bausch Health in the United States. While the FDA administers the review process, the time to ultimate approval is influenced by the number and nature of questions which may arise as the FDA progresses their review. Once the FDA has granted approval, Acrux can finalise preparations with its contracted commercial partner to commence marketing and sales of the product in the United States.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Geoff Brooke was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 30Non-Executive Director recently bought AU$89k worth of stockOn the 29th of November, Donald Brumley bought around 750k shares on-market at roughly AU$0.12 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$32k more in shares than they have sold in the last 12 months.
分析記事 • Nov 16It's Unlikely That Acrux Limited's (ASX:ACR) CEO Will See A Huge Pay Rise This YearShareholders of Acrux Limited ( ASX:ACR ) will have been dismayed by the negative share price return over the last...
分析記事 • Sep 21We Think Acrux (ASX:ACR) Needs To Drive Business Growth CarefullyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • Sep 13Acrux Limited Announces Fifth Generic Dossier Accepted by FDA for ReviewAcrux Limited announce that the US Food and Drug Administration (FDA) has accepted for review Acrux's Abbreviated New Drug Application (ANDA) for its generic version of Dapsone Gel, 5%. Acrux has submitted an ANDA to seek approval from the FDA to market its generic version of Dapsone Gel, 5%. The FDA has notified Acrux that the submission is sufficiently complete to be accepted for review. The reference listed drug is Aczone® Gel, 5% marketed by Allergan Inc. in the United States. Once approved by the FDA, Acrux will be able to commence marketing and sales of the product in the United States. The product is used to treat acne. It helps decrease the number and severity of acne pimples and helps pimples that do develop to heal more quickly.
お知らせ • Aug 26Acrux Limited Launches Testosterone Topical Solution USP, 30mg Per ActuationAcrux Limited announced that its licensee, Dash Pharmaceuticals, has commenced marketing and has product available in the United States for the Company's generic Testosterone Topical Solution USP, 30mg per actuation. Background: Acrux licensed the topical product to Dash Pharmaceuticals in October 2020. The Abbreviated New Drug Application (ANDA) for the product was approved by the FDA earlier in 2021. The addressable market for the product is USD 20 million per year and there are 4 marketed generics.
Reported Earnings • Aug 26Full year 2021 earnings released: AU$0.057 loss per share (vs AU$0.056 loss in FY 2020)Full year 2021 results: Net loss: AU$12.6m (loss widened 33% from FY 2020). Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Executive Departure • Jun 29CFO & Company Secretary Deborah Ambrosini has left the companyDuring their tenure, earnings grew by 19% annually compared to the industry average, which went down by 35%. On the 25th of June, Deborah Ambrosini left the company after 2.1 in the role. We don't have any record of a personal shareholding under Deborah's name. A total of 2 executives have left over the last 12 months.
お知らせ • Jun 22Acrux Receives Approval from the FDA for Its Generic Version of JubliaAcrux Limited announced that the US Food and Drug Administration (FDA) has granted approval of the Company's generic version of Jublia® (efinaconazole) topical solution, 10%. In June 2018, Acrux submitted an ANDA with a Paragraph IV patent certification to seek approval from the FDA to market a generic version of Jublia® topical solution, 10%, before the expiration of the Jublia® listed patents in the Orange Book. The FDA notified Acrux in August 2018 that the ANDA submission was sufficiently complete to be accepted for review. The Company's ANDA contained the required data to demonstrate to the FDA that Acrux's generic product is bioequivalent to Jublia®.
Executive Departure • Jun 10Non Executive Director Norman Gray has left the companyOn the 4th of June, Norman Gray's tenure as Non Executive Director ended after 1.5 years in the role. As of March 2021, Norman still personally held only 127.39k shares (AU$20k worth at the time). Norman is the only executive to leave the company over the last 12 months.
お知らせ • Jun 08Acrux Confirms Patent ChallengeAcrux Limited announced that Almirall LLC has initiated patent litigation against Acrux in the U.S. District Court for the District of New Jersey, regarding the Company's Paragraph IV Abbreviated New Drug Application (ANDA) for Dapsone Gel 7.5% (a generic version of Aczone® Gel, 7.5%), asserting U.S. Patent No. 9,517,219 ("the '219 patent"), one of two patents listed in the FDA Orange Book for Aczone® Gel, 7.5%. Acrux's Paragraph IV certification asserts that the '219 patent is invalid, the Company's ASX Release on 15 April 2021, this action is expected and formally initiates unenforceable and/or would not be infringed by Acrux's ANDA product. As referenced in the patent litigation process under the Hatch-Waxman Act.
分析記事 • May 20Here's Why We're Watching Acrux's (ASX:ACR) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
分析記事 • Feb 04Is Acrux (ASX:ACR) In A Good Position To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
お知らせ • Jan 12Acrux Limited Announces the US Food and Drug Administration Approves its Generic Product Based on Perrigo's Testosterone Topical Solution, 30mg/1.5mLAcrux Limited announced that the US Food and Drug Administration (`FDA') has approved its generic product based on Perrigo's Testosterone Topical Solution, 30mg/1.5mL. In August 2018, Acrux submitted an Abbreviated New Drug Application (`ANDA') to seek approval from the FDA to market a generic product equivalent to Perrigo's Testosterone Topical Solution, 30mg/1.5mL. The FDA has notified Acrux that the submission has now been approved and that Acrux can manufacture and market the generic drug. Acrux has entered into an exclusive sales, marketing and distribution agreement with Dash Pharmaceuticals ("Dash"). Dash will be responsible for the commercialisation of the product in the United States, including the coordination of commercial manufacturing and management of marketing and distribution. In the United States, sales generated by the product with which Acrux's generic will compete exceeded USD 25 million in the 12 months to the end of September, 2020, based on IQVIA data. Acrux and Dash will share the profits generated from the sales of the product.
Is New 90 Day High Low • Jan 12New 90-day high: AU$0.21The company is up 19% from its price of AU$0.18 on 14 October 2020. The Australian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 11% over the same period.
お知らせ • Dec 23Acrux Limited announced that it expects to receive AUD 7.815143 million in funding from Bioscience Managers Pty Ltd and other investorsAcrux Limited (ASX:ACR) announces a subscription agreement for 49,777,982 shares for gross proceeds of AUD 0.157 per share for gross proceeds of AUD 7,815,143 on December 21, 2020. The transaction will include participation from existing and new domestic institutional and sophisticated investors including new investor, BioScience Managers Translation Fund I, a fund managed by Bioscience Managers Pty Ltd for AUD 5,000,000. The transaction will close in two tranches. The first tranche will comprise of 42,164,324 shares for gross proceeds of AUD 6,600,000 to be closed on December 24, 2020 and the second tranche will comprise of 7,613,658 shares for gross proceeds of AUD 1,200,000 subject to shareholders approval at the extraordinary general meeting of the company to be held on January 28, 2021. The second tranche is expected to close on February 4, 2021.
分析記事 • Dec 14Here's What We Think About Acrux's (ASX:ACR) CEO PayMichael Kotsanis became the CEO of Acrux Limited ( ASX:ACR ) in 2014, and we think it's a good time to look at the...
お知らせ • Oct 12Acrux Limited Signs Licensing Agreement with Dash PharmaceuticalsAcrux Limited announced that it has entered into an exclusive sales, marketing and distribution agreement with Dash Pharmaceuticals ("Dash") in the United States ("Agreement") for a product in its pipeline. Subject to approval by the FDA, Dash will be responsible for the commercialization of the product, including the coordination of commercial manufacturing and management of sales and distribution. In the United States, sales generated by the product with which Acrux's generic will compete exceeded USD 30 million in the 12 months to the end of March 31, 2020, based on IQVIA data. Acrux and Dash will share the profits generated from the sales of the product.
