TherapeuticsMD（29TA）株式概要TherapeuticsMD, Inc.は、米国で医薬品ロイヤリティ企業として事業を展開している。 詳細29TA ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より88.7%で取引されている 今年は黒字化を達成 リスク分析意味のある収益がありません ( $3M )財務結果に影響を与える大きな一時的項目 意味のある時価総額がありません ( €21M )すべてのリスクチェックを見る29TA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€1.74770.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-193m72m2016201920222025202620282031Revenue US$487.9kEarnings US$12.5kAdvancedSet Fair ValueView all narrativesTherapeuticsMD, Inc. 競合他社BiofronteraSymbol: XTRA:B8FKMarket cap: €14.7mCantourage GroupSymbol: XTRA:HIGHMarket cap: €75.6mPEPTONIC medicalSymbol: DB:28LMarket cap: €560.2mTFF PharmaceuticalsSymbol: MUN:0K30Market cap: €9.7m価格と性能株価の高値、安値、推移の概要TherapeuticsMD過去の株価現在の株価US$1.7452週高値US$2.4052週安値US$0.95ベータ0.581ヶ月の変化-1.14%3ヶ月変化-9.84%1年変化n/a3年間の変化-50.57%5年間の変化n/aIPOからの変化-99.03%最新ニュースお知らせ • Apr 02TherapeuticsMD, Inc. announced delayed annual 10-K filingOn 04/01/2026, TherapeuticsMD, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.Reported Earnings • Mar 31Full year 2025 earnings released: US$0.056 loss per share (vs US$0.20 loss in FY 2024)Full year 2025 results: US$0.056 loss per share (improved from US$0.20 loss in FY 2024). Revenue: US$3.02m (up 72% from FY 2024). Net loss: US$653.0k (loss narrowed 72% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Board Change • Nov 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 04TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025.お知らせ • Jun 03Mayne Pharma LLC Provides Update on Legal Proceeding with TherapeuticsMD, IncMayne Pharma Group Limited announced that one of its US subsidiaries, Mayne Pharma LLC, has filed a complaint in the United States District Court for the District of Delaware against TherapeuticsMD, Inc. This complaint is related to the legal proceeding brought by TXMD which was previously disclosed in Mayne Pharma's ASX announcement on 11 April 2025. Mayne Pharma's complaint asserts claims against TXMD for breach of contract and fraud based on allegations that TXMD concealed information about certain commercialisation assets it sold to Mayne Pharma on 4 December 2022. Mayne Pharma is seeking more than $11.5 million in damages it incurred as a result of TXMD's alleged misrepresentations about the assets. In addition to filing a complaint against TXMD, Mayne Pharma has filed a motion to dismiss TXMD's proceeding in its entirety. Mayne Pharma emphatically denies any and all allegations of wrongdoing and believes TXMD's proceeding to be without merit, but there is no assurance that Mayne Pharma would be successful in any defence thereof.Reported Earnings • May 17First quarter 2025 earnings released: US$0.055 loss per share (vs US$0.07 loss in 1Q 2024)First quarter 2025 results: US$0.055 loss per share (improved from US$0.07 loss in 1Q 2024). Net loss: US$636.0k (loss narrowed 21% from 1Q 2024).最新情報をもっと見るRecent updatesお知らせ • Apr 02TherapeuticsMD, Inc. announced delayed annual 10-K filingOn 04/01/2026, TherapeuticsMD, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.Reported Earnings • Mar 31Full year 2025 earnings released: US$0.056 loss per share (vs US$0.20 loss in FY 2024)Full year 2025 results: US$0.056 loss per share (improved from US$0.20 loss in FY 2024). Revenue: US$3.02m (up 72% from FY 2024). Net loss: US$653.0k (loss narrowed 72% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Board Change • Nov 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 04TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025.お知らせ • Jun 03Mayne Pharma LLC Provides Update on Legal Proceeding with TherapeuticsMD, IncMayne Pharma Group Limited announced that one of its US subsidiaries, Mayne Pharma LLC, has filed a complaint in the United States District Court for the District of Delaware against TherapeuticsMD, Inc. This complaint is related to the legal proceeding brought by TXMD which was previously disclosed in Mayne Pharma's ASX announcement on 11 April 2025. Mayne Pharma's complaint asserts claims against TXMD for breach of contract and fraud based on allegations that TXMD concealed information about certain commercialisation assets it sold to Mayne Pharma on 4 December 2022. Mayne Pharma is seeking more than $11.5 million in damages it incurred as a result of TXMD's alleged misrepresentations about the assets. In addition to filing a complaint against TXMD, Mayne Pharma has filed a motion to dismiss TXMD's proceeding in its entirety. Mayne Pharma emphatically denies any and all allegations of wrongdoing and believes TXMD's proceeding to be without merit, but there is no assurance that Mayne Pharma would be successful in any defence thereof.Reported Earnings • May 17First quarter 2025 earnings released: US$0.055 loss per share (vs US$0.07 loss in 1Q 2024)First quarter 2025 results: US$0.055 loss per share (improved from US$0.07 loss in 1Q 2024). Net loss: US$636.0k (loss narrowed 21% from 1Q 2024).Reported Earnings • Mar 29Full year 2024 earnings released: US$0.20 loss per share (vs US$0.74 loss in FY 2023)Full year 2024 results: US$0.20 loss per share (improved from US$0.74 loss in FY 2023). Net loss: US$2.31m (loss narrowed 70% from FY 2023).New Risk • Mar 04New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: €9.51m (US$9.98m) 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 Shares are highly illiquid. Market cap is less than US$10m (€9.51m market cap, or US$9.98m). Minor Risk Revenue is less than US$5m (US$1.6m revenue).お知らせ • Sep 23TherapeuticsMD, Inc., Annual General Meeting, Dec 05, 2024TherapeuticsMD, Inc., Annual General Meeting, Dec 05, 2024.Reported Earnings • May 13First quarter 2024 earnings released: US$0.07 loss per share (vs US$0.24 loss in 1Q 2023)First quarter 2024 results: US$0.07 loss per share (improved from US$0.24 loss in 1Q 2023). Net loss: US$809.0k (loss narrowed 65% from 1Q 2023).Reported Earnings • Mar 31Full year 2023 earnings released: US$0.74 loss per share (vs US$0.12 profit in FY 2022)Full year 2023 results: US$0.74 loss per share (down from US$0.12 profit in FY 2022). Net loss: US$7.70m (down US$8.77m from profit in FY 2022).Reported Earnings • Nov 17Third quarter 2023 earnings released: US$0.13 loss per share (vs US$3.13 loss in 3Q 2022)Third quarter 2023 results: US$0.13 loss per share (improved from US$3.13 loss in 3Q 2022). Net loss: US$1.43m (loss narrowed 95% from 3Q 2022).New Risk • Nov 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (563% accrual ratio). Minor Risks Shareholders have been diluted in the past year (12% increase in shares outstanding). Market cap is less than US$100m (€23.0m market cap, or US$25.0m).Buying Opportunity • Sep 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €3.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 41% per annum. Earnings is also forecast to decline by 34% per annum over the same time period.お知らせ • Aug 19TherapeuticsMD, Inc. Announces Executive ChangesTherapeuticsMD, Inc. announced that on August 17, 2023, Mr. Michael C. Donegan, the Principal Financial and Accounting Officer of the company, notified the Company of his decision to resign from such positions, effective as of August 17, 2023. Mr. Ziegler succeeded Mr. Donegan as Principal Financial and Accounting Officer as of the effective date of Mr. Donegan’s resignation. Mr. Ziegler, age 50, has served as founder and chief executive officer of JZ Advisory Group, a consulting company largely focused on providing fractional CFO and outsourced accounting services to middle-market and entrepreneurial businesses, since January 2022. He previously served as the Chief Financial Officer of DAS Health, a private equity owned provider of IT Services to healthcare providers, from April 2021 to December 2021 and as the Chief Financial Officer of Encompass Onsite, a provider of end-to-end property solutions, from November 2018 to February 2021. Prior to joining Encompass, he held multiple roles as a CFO in the healthcare industry, including private equity backed specialty pharmacy Biomatrix and Novis Pharmaceuticals. Mr. Ziegler has been a director of Progressive Care Inc. since December 2021. He earned his B.S. in Finance and an M.B.A. from Florida Atlantic University.Reported Earnings • Aug 15Second quarter 2023 earnings released: US$0.24 loss per share (vs US$1.70 loss in 2Q 2022)Second quarter 2023 results: US$0.24 loss per share (improved from US$1.70 loss in 2Q 2022). Revenue: US$437.0k (up 26% from 2Q 2022). Net loss: US$2.41m (loss narrowed 84% from 2Q 2022). Revenue is expected to decline by 41% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.1%.Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.08, the stock trades at a trailing P/E ratio of 2.7x. Average forward P/E is 18x in the Pharmaceuticals industry in Germany.お知らせ • May 19TherapeuticsMD, Inc., Annual General Meeting, Jun 26, 2023TherapeuticsMD, Inc., Annual General Meeting, Jun 26, 2023, at 08:00 US Eastern Standard Time. Agenda: To consider and discuss the election of directors to serve until our next annual meeting of stockholders or until their successors are duly elected and qualified; to approve the compensation of the Company’s named executive officers for the fiscal year ended December 31, 2022; to approve an amendment to increase the number of authorized shares of common stock; to approve the issuance of up to 5,000,000 shares of the Company’s common stock to be sold in one or more private placements to Rubric Capital Management LP or one or more of its affiliates, under a subscription agreement with Rubric; to ratify the appointment of Grant Thornton LLP as the independent auditor of Company for the fiscal year ending December 31, 2023; and to discuss other business matters.Reported Earnings • May 17First quarter 2023 earnings released: US$0.24 loss per share (vs US$5.69 loss in 1Q 2022)First quarter 2023 results: US$0.24 loss per share (improved from US$5.69 loss in 1Q 2022). Revenue: US$416.0k (down 98% from 1Q 2022). Net loss: US$2.31m (loss narrowed 95% from 1Q 2022). Revenue is expected to decline by 49% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.7%.Buying Opportunity • Apr 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €3.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 50% per annum. Earnings is forecast to grow by 12% per annum over the same time period.Reported Earnings • Apr 09Full year 2022 earnings released: EPS: US$0.12 (vs US$9.96 loss in FY 2021)Full year 2022 results: EPS: US$0.12 (up from US$9.96 loss in FY 2021). Revenue: US$70.0m (up US$67.4m from FY 2021). Net income: US$1.07m (up US$80.4m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). Revenue is expected to decline by 44% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.3%.Board Change • Apr 06Less 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 Director Gail Naughton was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 07+ 1 more updateTherapeuticsMd, Inc. Announces Executive ChangesTherapeuticsMD, Inc. announced that On December 30, 2022 the Company terminated Dr. Brian Bernick and Mr. Mark Glickman as the Company’s Interim Co-Chief Executive Officers and Principal Executive Officers. On January 4, 2023, the Board appointed Mr. Marlan Walker, the Company’s General Counsel, as the Company’s Chief Executive Officer and Principal Executive Officer.Breakeven Date Change • Nov 16Forecast to breakeven in 2022The analyst covering TherapeuticsMD expects the company to break even for the first time. New forecast suggests the company will make a profit of US$28.2m in 2022. Earnings growth of 21% is required to achieve expected profit on schedule.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: US$12.83 (vs US$5.41 loss in 2Q 2021)Second quarter 2022 results: EPS: US$12.83 (up from US$5.41 loss in 2Q 2021). Revenue: US$28.6m (up 24% from 2Q 2021). Net income: US$112.3m (up US$154.9m from 2Q 2021). Over the next year, revenue is forecast to grow 25%, compared to a 6.4% growth forecast for the Pharmaceuticals industry in Germany.Breakeven Date Change • Jul 26No longer forecast to breakevenThe 2 analysts covering TherapeuticsMD no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$28.1m in 2024. New consensus forecast suggests the company will make a loss of US$12.9m in 2024.株主還元29TADE PharmaceuticalsDE 市場7D3.0%6.1%3.2%1Yn/a27.3%2.5%株主還元を見る業界別リターン: 29TAがGerman Pharmaceuticals業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 29TA German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 29TA's price volatile compared to industry and market?29TA volatility29TA Average Weekly Movement4.7%Pharmaceuticals Industry Average Movement6.3%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: 29TA 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 29TAの 週次ボラティリティ は、過去 1 年間で16%から5%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト20081Marlan Walkerwww.therapeuticsmd.comTherapeuticsMD, Inc.は、米国で医薬品ロイヤリティ会社として事業を展開している。同社は、BocaGreenMDおよびvitaMedMDのブランド名で販売されているIMVEXXY、BIJUVAおよびANNOVERA処方箋産前ビタミン製品を商品化するためのライセンス契約をMayne Pharma社と結んでいる。同社は、処方箋医薬品と妊婦用ビタミン剤を卸売業者や小売薬局販売業者を通じて販売している。TherapeuticsMD, Inc.は2008年に設立され、フロリダ州ボカラトンに本社を置いている。もっと見るTherapeuticsMD, Inc. 基礎のまとめTherapeuticsMD の収益と売上を時価総額と比較するとどうか。29TA 基礎統計学時価総額€21.04m収益（TTM）€74.10k売上高(TTM)€2.89m285.3xPER（株価収益率7.3xP/Sレシオ29TA 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29TA 損益計算書（TTM）収益US$3.35m売上原価US$0売上総利益US$3.35mその他の費用US$3.27m収益US$86.00k直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.0074グロス・マージン100.00%純利益率2.56%有利子負債／自己資本比率0%29TA 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2026/05/22 17:46終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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TherapeuticsMD, Inc. 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。17 アナリスト機関John TannerCantor Fitzgerald & Co.Oren LivnatCitizens JMP Securities, LLCRobert LabickCJS Securities, Inc.14 その他のアナリストを表示
お知らせ • Apr 02TherapeuticsMD, Inc. announced delayed annual 10-K filingOn 04/01/2026, TherapeuticsMD, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Reported Earnings • Mar 31Full year 2025 earnings released: US$0.056 loss per share (vs US$0.20 loss in FY 2024)Full year 2025 results: US$0.056 loss per share (improved from US$0.20 loss in FY 2024). Revenue: US$3.02m (up 72% from FY 2024). Net loss: US$653.0k (loss narrowed 72% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Board Change • Nov 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 04TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025.
お知らせ • Jun 03Mayne Pharma LLC Provides Update on Legal Proceeding with TherapeuticsMD, IncMayne Pharma Group Limited announced that one of its US subsidiaries, Mayne Pharma LLC, has filed a complaint in the United States District Court for the District of Delaware against TherapeuticsMD, Inc. This complaint is related to the legal proceeding brought by TXMD which was previously disclosed in Mayne Pharma's ASX announcement on 11 April 2025. Mayne Pharma's complaint asserts claims against TXMD for breach of contract and fraud based on allegations that TXMD concealed information about certain commercialisation assets it sold to Mayne Pharma on 4 December 2022. Mayne Pharma is seeking more than $11.5 million in damages it incurred as a result of TXMD's alleged misrepresentations about the assets. In addition to filing a complaint against TXMD, Mayne Pharma has filed a motion to dismiss TXMD's proceeding in its entirety. Mayne Pharma emphatically denies any and all allegations of wrongdoing and believes TXMD's proceeding to be without merit, but there is no assurance that Mayne Pharma would be successful in any defence thereof.
Reported Earnings • May 17First quarter 2025 earnings released: US$0.055 loss per share (vs US$0.07 loss in 1Q 2024)First quarter 2025 results: US$0.055 loss per share (improved from US$0.07 loss in 1Q 2024). Net loss: US$636.0k (loss narrowed 21% from 1Q 2024).
お知らせ • Apr 02TherapeuticsMD, Inc. announced delayed annual 10-K filingOn 04/01/2026, TherapeuticsMD, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Reported Earnings • Mar 31Full year 2025 earnings released: US$0.056 loss per share (vs US$0.20 loss in FY 2024)Full year 2025 results: US$0.056 loss per share (improved from US$0.20 loss in FY 2024). Revenue: US$3.02m (up 72% from FY 2024). Net loss: US$653.0k (loss narrowed 72% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Board Change • Nov 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 04TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025TherapeuticsMD, Inc., Annual General Meeting, Dec 15, 2025.
お知らせ • Jun 03Mayne Pharma LLC Provides Update on Legal Proceeding with TherapeuticsMD, IncMayne Pharma Group Limited announced that one of its US subsidiaries, Mayne Pharma LLC, has filed a complaint in the United States District Court for the District of Delaware against TherapeuticsMD, Inc. This complaint is related to the legal proceeding brought by TXMD which was previously disclosed in Mayne Pharma's ASX announcement on 11 April 2025. Mayne Pharma's complaint asserts claims against TXMD for breach of contract and fraud based on allegations that TXMD concealed information about certain commercialisation assets it sold to Mayne Pharma on 4 December 2022. Mayne Pharma is seeking more than $11.5 million in damages it incurred as a result of TXMD's alleged misrepresentations about the assets. In addition to filing a complaint against TXMD, Mayne Pharma has filed a motion to dismiss TXMD's proceeding in its entirety. Mayne Pharma emphatically denies any and all allegations of wrongdoing and believes TXMD's proceeding to be without merit, but there is no assurance that Mayne Pharma would be successful in any defence thereof.
Reported Earnings • May 17First quarter 2025 earnings released: US$0.055 loss per share (vs US$0.07 loss in 1Q 2024)First quarter 2025 results: US$0.055 loss per share (improved from US$0.07 loss in 1Q 2024). Net loss: US$636.0k (loss narrowed 21% from 1Q 2024).
Reported Earnings • Mar 29Full year 2024 earnings released: US$0.20 loss per share (vs US$0.74 loss in FY 2023)Full year 2024 results: US$0.20 loss per share (improved from US$0.74 loss in FY 2023). Net loss: US$2.31m (loss narrowed 70% from FY 2023).
New Risk • Mar 04New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: €9.51m (US$9.98m) 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 Shares are highly illiquid. Market cap is less than US$10m (€9.51m market cap, or US$9.98m). Minor Risk Revenue is less than US$5m (US$1.6m revenue).
お知らせ • Sep 23TherapeuticsMD, Inc., Annual General Meeting, Dec 05, 2024TherapeuticsMD, Inc., Annual General Meeting, Dec 05, 2024.
Reported Earnings • May 13First quarter 2024 earnings released: US$0.07 loss per share (vs US$0.24 loss in 1Q 2023)First quarter 2024 results: US$0.07 loss per share (improved from US$0.24 loss in 1Q 2023). Net loss: US$809.0k (loss narrowed 65% from 1Q 2023).
Reported Earnings • Mar 31Full year 2023 earnings released: US$0.74 loss per share (vs US$0.12 profit in FY 2022)Full year 2023 results: US$0.74 loss per share (down from US$0.12 profit in FY 2022). Net loss: US$7.70m (down US$8.77m from profit in FY 2022).
Reported Earnings • Nov 17Third quarter 2023 earnings released: US$0.13 loss per share (vs US$3.13 loss in 3Q 2022)Third quarter 2023 results: US$0.13 loss per share (improved from US$3.13 loss in 3Q 2022). Net loss: US$1.43m (loss narrowed 95% from 3Q 2022).
New Risk • Nov 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (563% accrual ratio). Minor Risks Shareholders have been diluted in the past year (12% increase in shares outstanding). Market cap is less than US$100m (€23.0m market cap, or US$25.0m).
Buying Opportunity • Sep 25Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be €3.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 22% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 41% per annum. Earnings is also forecast to decline by 34% per annum over the same time period.
お知らせ • Aug 19TherapeuticsMD, Inc. Announces Executive ChangesTherapeuticsMD, Inc. announced that on August 17, 2023, Mr. Michael C. Donegan, the Principal Financial and Accounting Officer of the company, notified the Company of his decision to resign from such positions, effective as of August 17, 2023. Mr. Ziegler succeeded Mr. Donegan as Principal Financial and Accounting Officer as of the effective date of Mr. Donegan’s resignation. Mr. Ziegler, age 50, has served as founder and chief executive officer of JZ Advisory Group, a consulting company largely focused on providing fractional CFO and outsourced accounting services to middle-market and entrepreneurial businesses, since January 2022. He previously served as the Chief Financial Officer of DAS Health, a private equity owned provider of IT Services to healthcare providers, from April 2021 to December 2021 and as the Chief Financial Officer of Encompass Onsite, a provider of end-to-end property solutions, from November 2018 to February 2021. Prior to joining Encompass, he held multiple roles as a CFO in the healthcare industry, including private equity backed specialty pharmacy Biomatrix and Novis Pharmaceuticals. Mr. Ziegler has been a director of Progressive Care Inc. since December 2021. He earned his B.S. in Finance and an M.B.A. from Florida Atlantic University.
Reported Earnings • Aug 15Second quarter 2023 earnings released: US$0.24 loss per share (vs US$1.70 loss in 2Q 2022)Second quarter 2023 results: US$0.24 loss per share (improved from US$1.70 loss in 2Q 2022). Revenue: US$437.0k (up 26% from 2Q 2022). Net loss: US$2.41m (loss narrowed 84% from 2Q 2022). Revenue is expected to decline by 41% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.1%.
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.08, the stock trades at a trailing P/E ratio of 2.7x. Average forward P/E is 18x in the Pharmaceuticals industry in Germany.
お知らせ • May 19TherapeuticsMD, Inc., Annual General Meeting, Jun 26, 2023TherapeuticsMD, Inc., Annual General Meeting, Jun 26, 2023, at 08:00 US Eastern Standard Time. Agenda: To consider and discuss the election of directors to serve until our next annual meeting of stockholders or until their successors are duly elected and qualified; to approve the compensation of the Company’s named executive officers for the fiscal year ended December 31, 2022; to approve an amendment to increase the number of authorized shares of common stock; to approve the issuance of up to 5,000,000 shares of the Company’s common stock to be sold in one or more private placements to Rubric Capital Management LP or one or more of its affiliates, under a subscription agreement with Rubric; to ratify the appointment of Grant Thornton LLP as the independent auditor of Company for the fiscal year ending December 31, 2023; and to discuss other business matters.
Reported Earnings • May 17First quarter 2023 earnings released: US$0.24 loss per share (vs US$5.69 loss in 1Q 2022)First quarter 2023 results: US$0.24 loss per share (improved from US$5.69 loss in 1Q 2022). Revenue: US$416.0k (down 98% from 1Q 2022). Net loss: US$2.31m (loss narrowed 95% from 1Q 2022). Revenue is expected to decline by 49% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.7%.
Buying Opportunity • Apr 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €3.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 50% per annum. Earnings is forecast to grow by 12% per annum over the same time period.
Reported Earnings • Apr 09Full year 2022 earnings released: EPS: US$0.12 (vs US$9.96 loss in FY 2021)Full year 2022 results: EPS: US$0.12 (up from US$9.96 loss in FY 2021). Revenue: US$70.0m (up US$67.4m from FY 2021). Net income: US$1.07m (up US$80.4m from FY 2021). Profit margin: 1.5% (up from net loss in FY 2021). Revenue is expected to decline by 44% p.a. on average during the next 3 years, while revenues in the Pharmaceuticals industry in Germany are expected to grow by 3.3%.
Board Change • Apr 06Less 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 Director Gail Naughton was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 07+ 1 more updateTherapeuticsMd, Inc. Announces Executive ChangesTherapeuticsMD, Inc. announced that On December 30, 2022 the Company terminated Dr. Brian Bernick and Mr. Mark Glickman as the Company’s Interim Co-Chief Executive Officers and Principal Executive Officers. On January 4, 2023, the Board appointed Mr. Marlan Walker, the Company’s General Counsel, as the Company’s Chief Executive Officer and Principal Executive Officer.
Breakeven Date Change • Nov 16Forecast to breakeven in 2022The analyst covering TherapeuticsMD expects the company to break even for the first time. New forecast suggests the company will make a profit of US$28.2m in 2022. Earnings growth of 21% is required to achieve expected profit on schedule.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 03High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Justin Roberts was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: US$12.83 (vs US$5.41 loss in 2Q 2021)Second quarter 2022 results: EPS: US$12.83 (up from US$5.41 loss in 2Q 2021). Revenue: US$28.6m (up 24% from 2Q 2021). Net income: US$112.3m (up US$154.9m from 2Q 2021). Over the next year, revenue is forecast to grow 25%, compared to a 6.4% growth forecast for the Pharmaceuticals industry in Germany.
Breakeven Date Change • Jul 26No longer forecast to breakevenThe 2 analysts covering TherapeuticsMD no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$28.1m in 2024. New consensus forecast suggests the company will make a loss of US$12.9m in 2024.
