Mayne Pharma Group（HG6）株式概要メーン・ファーマ・グループは、オーストラリア、ニュージーランド、米国、カナダ、欧州、アジア、そして国際的にブランド医薬品およびジェネリック医薬品を製造・販売しているスペシャリティ・ファーマである。 詳細HG6 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より87.3%で取引されている 収益は年間49.56%増加すると予測されています 過去5年間の収益は年間12.6%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るHG6 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW502,832 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG502,832 investors already sharing narrativesYour Fair Value€Current Price€1.5180.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-300m561m2016201920222025202620282031Revenue AU$417.4mEarnings AU$61.4mAdvancedSet Fair ValueView all narrativesMayne Pharma Group Limited 競合他社Cantourage GroupSymbol: XTRA:HIGHMarket cap: €74.1mMPH Health CareSymbol: DB:93M1Market cap: €124.2mPEPTONIC medicalSymbol: DB:28LMarket cap: €1.2bDermapharm HoldingSymbol: XTRA:DMPMarket cap: €2.3b価格と性能株価の高値、安値、推移の概要Mayne Pharma Group過去の株価現在の株価AU$1.5152週高値AU$3.5252週安値AU$1.13ベータ1.01ヶ月の変化13.53%3ヶ月変化20.80%1年変化-44.49%3年間の変化-42.80%5年間の変化-60.47%IPOからの変化-79.59%最新ニュースBoard Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Non-Executive Director David Petrie 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 • Feb 25+ 2 more updatesMayne Pharma Group Limited Announces CEO ChangesMayne Pharma Group Limited announced that on 20 February 2026 (US time) Mr. Shawn Patrick O'Brien stepped down as Chief Executive Officer, and Mr. Aaron Gray, currently Mayne Pharma's Chief Financial Officer, was appointed Chief Executive Officer. Mr. O'Brien joined Mayne Pharma as CEO and Managing Director in October 2022 and will remain available to the Board in an advisory capacity until May 1, 2026 to support an orderly transition to Mr. Aaron Gray as part of Mayne Pharma's structured succession process. Aaron Gray joined Mayne Pharma in July 2022 and has been the Chief Financial Officer since August 29, 2022. He brings over 20 years of experience to the role. Prior to joining Mayne Pharma, Aaron held senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20 billion in revenues and 48,000 employees globally. Most recently, he was Senior Vice President, USA Customer Finance with EUR5 billion in revenues. Prior to joining Siemens Healthineers, he spent 15 years in finance roles at Siemens AG energy divisions. Aaron has significant expertise in the areas of financial planning and analysis, strategy, digitisation, sales operations, manufacturing, risk management and operational excellence.お知らせ • Feb 19Mayne Pharma Group Limited to Report First Half, 2026 Results on Feb 23, 2026Mayne Pharma Group Limited announced that they will report first half, 2026 results on Feb 23, 2026お知らせ • Jan 15Mayne Pharma Receives Notice of Appeal Filed by Cosette and Its Bidco with the Supreme Court of New South Wales, Court of AppealMayne Pharma Group Limited refers to its announcement on 16 October 2025 relating to the judgment delivered on 15 October 2025 in which the Supreme Court of New South Wales found in favour of Mayne Pharma and its announcement on 10 November 2025 regarding a notice of intention to appeal filed by Cosette Pharmaceuticals Inc. (Cosette) and its BidCo. Mayne Pharma has received a notice of appeal filed by Cosette and its BidCo with the Supreme Court of New South Wales, Court of Appeal. The two grounds set out in the notice of appeal seek to challenge various of the Court's findings related to: Mayne Pharma's FY25 EBITDA the subject of Cosette's misleading and deceptive conduct claim; and Cosette's allegation that a Mayne Material Adverse Change had occurred on the basis of Cosette's pleaded Third Quarter FY25 Sales Performance Matters.お知らせ • Jan 14Mayne Pharma Group Limited Announces Board Changes Effective January 14, 2026Mayne Pharma Group Limited announced that the Board of Directors has decided to reduce the size of the Board. Mr. Frank Condella, Board Chair, will retire from the Board effective January 14, 2026. Mr. Condella has served as a director of Mayne Pharma since May 2018 and as Board Chair since September 2021. Non-Executive directors Mr. Patrick Blake and Mrs. Anne Lockwood will step down from the Board following the release of the Company’s half year results in February 2026 to focus on other opportunities. Mr. Blake has served as a director since June 2018. Mrs. Lockwood has served as a director since November 2023. Professor Bruce Robinson has been appointed as Non-Executive Chair of the Board effective January 14, 2026. Professor Robinson was appointed a Non-Executive Director of the Company in August 2014. He is a Non-Executive Director of Cochlear Limited and CS Pharmaceuticals Limited. He is formerly a Board Member of the Woolcock Institute, was Chair of the National Health and Medical Research Council and Chair of the Medical Benefits Review Taskforce. Professor Robinson is Chair of the Science, Technology and Medical Committee and a member of the Nomination Committee.お知らせ • Dec 22Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026. Location: minter ellison office, level 20, collins arch, 447 collins st, and, melbourne Australia最新情報をもっと見るRecent updatesBoard Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Non-Executive Director David Petrie 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 • Feb 25+ 2 more updatesMayne Pharma Group Limited Announces CEO ChangesMayne Pharma Group Limited announced that on 20 February 2026 (US time) Mr. Shawn Patrick O'Brien stepped down as Chief Executive Officer, and Mr. Aaron Gray, currently Mayne Pharma's Chief Financial Officer, was appointed Chief Executive Officer. Mr. O'Brien joined Mayne Pharma as CEO and Managing Director in October 2022 and will remain available to the Board in an advisory capacity until May 1, 2026 to support an orderly transition to Mr. Aaron Gray as part of Mayne Pharma's structured succession process. Aaron Gray joined Mayne Pharma in July 2022 and has been the Chief Financial Officer since August 29, 2022. He brings over 20 years of experience to the role. Prior to joining Mayne Pharma, Aaron held senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20 billion in revenues and 48,000 employees globally. Most recently, he was Senior Vice President, USA Customer Finance with EUR5 billion in revenues. Prior to joining Siemens Healthineers, he spent 15 years in finance roles at Siemens AG energy divisions. Aaron has significant expertise in the areas of financial planning and analysis, strategy, digitisation, sales operations, manufacturing, risk management and operational excellence.お知らせ • Feb 19Mayne Pharma Group Limited to Report First Half, 2026 Results on Feb 23, 2026Mayne Pharma Group Limited announced that they will report first half, 2026 results on Feb 23, 2026お知らせ • Jan 15Mayne Pharma Receives Notice of Appeal Filed by Cosette and Its Bidco with the Supreme Court of New South Wales, Court of AppealMayne Pharma Group Limited refers to its announcement on 16 October 2025 relating to the judgment delivered on 15 October 2025 in which the Supreme Court of New South Wales found in favour of Mayne Pharma and its announcement on 10 November 2025 regarding a notice of intention to appeal filed by Cosette Pharmaceuticals Inc. (Cosette) and its BidCo. Mayne Pharma has received a notice of appeal filed by Cosette and its BidCo with the Supreme Court of New South Wales, Court of Appeal. The two grounds set out in the notice of appeal seek to challenge various of the Court's findings related to: Mayne Pharma's FY25 EBITDA the subject of Cosette's misleading and deceptive conduct claim; and Cosette's allegation that a Mayne Material Adverse Change had occurred on the basis of Cosette's pleaded Third Quarter FY25 Sales Performance Matters.お知らせ • Jan 14Mayne Pharma Group Limited Announces Board Changes Effective January 14, 2026Mayne Pharma Group Limited announced that the Board of Directors has decided to reduce the size of the Board. Mr. Frank Condella, Board Chair, will retire from the Board effective January 14, 2026. Mr. Condella has served as a director of Mayne Pharma since May 2018 and as Board Chair since September 2021. Non-Executive directors Mr. Patrick Blake and Mrs. Anne Lockwood will step down from the Board following the release of the Company’s half year results in February 2026 to focus on other opportunities. Mr. Blake has served as a director since June 2018. Mrs. Lockwood has served as a director since November 2023. Professor Bruce Robinson has been appointed as Non-Executive Chair of the Board effective January 14, 2026. Professor Robinson was appointed a Non-Executive Director of the Company in August 2014. He is a Non-Executive Director of Cochlear Limited and CS Pharmaceuticals Limited. He is formerly a Board Member of the Woolcock Institute, was Chair of the National Health and Medical Research Council and Chair of the Medical Benefits Review Taskforce. Professor Robinson is Chair of the Science, Technology and Medical Committee and a member of the Nomination Committee.お知らせ • Dec 22Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026. Location: minter ellison office, level 20, collins arch, 447 collins st, and, melbourne Australiaお知らせ • Aug 01Mayne Pharma Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Mayne Pharma Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025お知らせ • Apr 10TherapeuticsMD, Inc. Files Lawsuit Against Mayne Pharma for Contract BreachesOn April 8, 2025, TherapeuticsMD Inc., a Nevada corporation (the “Company”), filed a lawsuit against Mayne Pharma LLC (“Mayne Pharma”) in the United States District Court for the District of Delaware (the “Mayne Lawsuit”) seeking damages for breach of contract, breach of the implied covenant of good faith and fair dealing, fraudulent inducement, and unjust enrichment related to Mayne Pharma’s actions in relation to the License Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma and the Transaction Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma. The Mayne Lawsuit primarily pertains to the previously disclosed disputes between the Company and Mayne Pharma relating to certain net working capital allowances and certain actions or inactions by Mayne Pharma relating thereto. The Mayne Lawsuit is TherapeuticsMD Inc. v. Mayne Pharma LLC, Case No. not assigned (D. Del.).お知らせ • Feb 22Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million.Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million on February 20, 2025. A cash consideration of AUD 601.22 million valued at AUD 7.4 per share will be paid by Cosette Pharmaceuticals, Inc. As part of consideration, AUD 601.22 million is paid towards common equity of Mayne Pharma Group Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is May 21, 2025 to June 10, 2025. Jefferies Pty Ltd acted as financial advisor for Mayne Pharma Group Limited. Arnold & Porter Kaye Scholer LLP acted as legal advisor for Mayne Pharma Group Limited. Gilbert and Tobin acted as legal advisor for Mayne Pharma Group Limited. Ropes & Gray LLP acted as legal advisor for Cosette Pharmaceuticals, Inc. Corrs Chambers Westgarth acted as legal advisor for Cosette Pharmaceuticals, Inc. UBS Securities LLC acted as financial advisor for Cosette Pharmaceuticals, Inc. Santander US Capital Markets LLC acted as financial advisor for Cosette Pharmaceuticals, Inc.お知らせ • Feb 10+ 1 more updateMayne Pharma Group Limited Provides Earnings Guidance for the First Half Ended 31 December 2024Mayne Pharma Group Limited provided earnings guidance for the first half ended 31 December 2024. For the period, the company expects revenues to be $210 million to $215 million, reflecting 12 - 14% growth on first half of 2024.Reported Earnings • Aug 23Full year 2024 earnings released: AU$2.12 loss per share (vs AU$3.86 loss in FY 2023)Full year 2024 results: AU$2.12 loss per share (improved from AU$3.86 loss in FY 2023). Revenue: AU$388.4m (up 112% from FY 2023). Net loss: AU$168.6m (loss narrowed 47% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Breakeven Date Change • May 19No longer forecast to breakevenThe 2 analysts covering Mayne Pharma Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$17.8m in 2026. New consensus forecast suggests the company will make a loss of AU$2.05m in 2026.New Risk • May 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$274m Forecast net loss in 2 years: AU$11m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 28First half 2024 earnings released: AU$0.88 loss per share (vs AU$1.38 loss in 1H 2023)First half 2024 results: AU$0.88 loss per share (improved from AU$1.38 loss in 1H 2023). Revenue: AU$187.9m (up 260% from 1H 2023). Net loss: AU$70.5m (loss narrowed 38% from 1H 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Breakeven Date Change • Feb 27Forecast to breakeven in 2026The 2 analysts covering Mayne Pharma Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 91% per year to 2025. The company is expected to make a profit of AU$17.8m in 2026. Average annual earnings growth of 110% is required to achieve expected profit on schedule.New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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 Currently unprofitable and not forecast to become profitable over next 2 years (AU$22m net loss in 2 years). Share price has been volatile over the past 3 months (6.8% average weekly change).お知らせ • Feb 21+ 1 more updateMayne Pharma Group Limited to Report Fiscal Year 2024 Results on Aug 23, 2024Mayne Pharma Group Limited announced that they will report fiscal year 2024 results on Aug 23, 2024お知らせ • Feb 12Mayne Pharma Group Limited to Report First Half, 2024 Results on Feb 26, 2024Mayne Pharma Group Limited announced that they will report first half, 2024 results on Feb 26, 2024Board Change • Dec 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Anne Lockwood was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 30Mayne Pharma Group Limited Approves Election of Anne LockwoodMayne Pharma Group Limited at its AGM approved election of Anne Lockwood.Recent Insider Transactions • Oct 29CEO, MD & Director recently bought €84k worth of stockOn the 24th of October, Shawn O’Brien bought around 37k shares on-market at roughly €2.28 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Shawn's only on-market trade for the last 12 months.お知らせ • Oct 27Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023, at 10:00 AUS Eastern Standard Time. Location: MinterEllison Offices, Lvl 20, Collins Arch, 447 Collins St Melbourne Australia Agenda: To consider and approve the statutory reports for the financial year ended 30 June 2023; to consider and approve the election of Director; to consider and approve the remuneration report; to consider and approve the Short-Term Incentive grant of Restricted Stock Unit Performance Rights and a Long-Term Incentive grant of Performance Rights to the CEO and Managing Director; to consider and approve the appointment of BDO Audit Pty Ltd as the Company's auditor; and to consider and approve the extension of the on-market share buy-back.Reported Earnings • Sep 01Full year 2023 earnings released: AU$3.86 loss per share (vs AU$3.20 loss in FY 2022)Full year 2023 results: AU$3.86 loss per share (further deteriorated from AU$3.20 loss in FY 2022). Revenue: AU$183.6m (down 57% from FY 2022). Net loss: AU$317.4m (loss widened 21% from FY 2022). Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.New Risk • Aug 30New 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$287m). Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (AU$52m net loss in 2 years).お知らせ • Aug 24Mayne Pharma Group Limited to Report Fiscal Year 2023 Results on Aug 31, 2023Mayne Pharma Group Limited announced that they will report fiscal year 2023 results on Aug 31, 2023お知らせ • Jul 27Mayne Pharma Group Limited Announces Retirement of Carolyn Myers from the Board At the End of July 2023Mayne Pharma Group Limited announced that Dr. Carolyn Myers will retire from the Board at the end of July 2023.Dr Myers has served as a Director of Mayne Pharma since October 2021. She was appointed to theBoard after being nominated by Mithra Pharmaceuticals SA under the terms of the license andsupply agreement to commercialise NEXTSTELLIS® (E4/DRSP) oral contraceptive in the UnitedStates.Reported Earnings • Mar 01First half 2023 earnings released: AU$0.078 loss per share (vs AU$0.62 loss in 1H 2022)First half 2023 results: AU$0.078 loss per share. Revenue: AU$101.2m (down 49% from 1H 2022). Net loss: AU$129.1m (loss widened 156% from 1H 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Pharmaceuticals industry in Germany.お知らせ • Feb 15+ 1 more updateMayne Pharma Group Limited to Report First Half, 2023 Results on Feb 28, 2023Mayne Pharma Group Limited announced that they will report first half, 2023 results on Feb 28, 2023お知らせ • Jan 14Mayne Pharma Group Limited and Mithra Pharmaceuticals, SA Announces US Launch of Haloette, a Generic Version of NuvaringMayne Pharma Group Limited and Mithra Pharmaceuticals, SA announced the launch of HALOETTE (etonogestrel and ethinyl estradiol) a vaginal hormonal contraceptive ring into the US market. HALOETTE contraceptive is a generic version of NUVARING, a combined hormonal contraceptive flexible ring indicated for the prevention of pregnancy. Under the terms of the long-term license and supply agreement, Mayne Pharma will pay Mithra a milestone of EUR 1.6 million.Upcoming Dividend • Jan 11Inaugural dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 18 January 2023. Payment date: 27 January 2023. The company last paid an ordinary dividend in . The average dividend yield among industry peers is 2.6%.Buying Opportunity • Dec 14Now 48% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be €0.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings is also forecast to grow by 92% per annum over the same time period.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien 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 • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien 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 27Full year 2022 earnings released: AU$0.16 loss per share (vs AU$0.13 loss in FY 2021)Full year 2022 results: AU$0.16 loss per share (down from AU$0.13 loss in FY 2021). Revenue: AU$424.8m (up 6.0% from FY 2021). Net loss: AU$263.3m (loss widened 26% from FY 2021). Over the next year, revenue is expected to shrink by 4.8% compared to a 6.6% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Breakeven Date Change • Feb 28Forecast breakeven date pushed back to 2024The 5 analysts covering Mayne Pharma Group previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 66% per year to 2023. The company is expected to make a profit of AU$16.9m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.Reported Earnings • Feb 27First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.031 loss per share (up from AU$0.12 loss in 1H 2021). Revenue: AU$196.4m (down 5.9% from 1H 2021). Net loss: AU$50.4m (loss narrowed 72% from 1H 2021). Revenue missed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 28%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Carolyn Myers 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.Board Change • Oct 31High number of new directorsIndependent Non-Executive Deputy Chairman Ian Scholes was the last director to join the board, commencing their role in 2021.Executive Departure • Oct 07Independent Non Executive Director Bruce Mathieson has left the companyOn the 30th of September, Bruce Mathieson's tenure as Independent Non Executive Director ended after 14.6 years in the role. As of June 2021, Bruce still personally held 105.58m shares (€19m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (€1.9m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (€1.9m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 6 analysts covering Mayne Pharma Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$15.0m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.Recent Insider Transactions • Sep 04Independent Non-Executive Director recently bought €85k worth of stockOn the 1st of September, Frank Condella bought around 412k shares on-market at roughly €0.21 per share. 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 • Aug 28Full year 2021 earnings released: AU$0.13 loss per share (vs AU$0.061 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: AU$400.8m (down 12% from FY 2020). Net loss: AU$208.4m (loss widened 125% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.Reported Earnings • Feb 25First half 2021 earnings released: AU$0.12 loss per share (vs AU$0.012 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: AU$208.8m (down 8.1% from 1H 2020). Net loss: AU$181.3m (loss widened AU$163.1m from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 4.4%, compared to a 2.1% growth forecast for the Pharmaceuticals industry in Germany.Is New 90 Day High Low • Dec 19New 90-day high: €0.24The company is up 23% from its price of €0.20 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.53 per share.株主還元HG6DE PharmaceuticalsDE 市場7D6.3%0.1%2.0%1Y-44.5%47.3%1.2%株主還元を見る業界別リターン: HG6過去 1 年間で47.3 % の収益を上げたGerman Pharmaceuticals業界を下回りました。リターン対市場: HG6は、過去 1 年間で1.2 % のリターンを上げたGerman市場を下回りました。価格変動Is HG6's price volatile compared to industry and market?HG6 volatilityHG6 Average Weekly Movement11.2%Pharmaceuticals Industry Average Movement5.8%Market Average Movement5.5%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: HG6の株価は、 German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: HG6の weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてGerman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2005491Aaron Graywww.maynepharma.comスペシャリティファーマであるメーン・ファーマ・グループ・リミテッドは、オーストラリア、ニュージーランド、米国、カナダ、欧州、アジア、そして国際的にブランド医薬品およびジェネリック医薬品を製造・販売している。同社は3つのセグメントで事業を展開している：ウィメンズヘルス、皮膚科、インターナショナル。経口薬物送達システム、開発・製造受託サービスを第三者顧客に提供するほか、皮膚科、ウィメンズヘルス、感染症治療領域の特殊医薬品を販売している。前身はHalcygen Pharmaceuticals Limitedで、2010年11月に社名をMayne Pharma Group Limitedに変更。2005年に法人化され、オーストラリアのソールズベリー・サウスに本社を置いている。もっと見るMayne Pharma Group Limited 基礎のまとめMayne Pharma Group の収益と売上を時価総額と比較するとどうか。HG6 基礎統計学時価総額€142.09m収益（TTM）-€49.92m売上高(TTM)€247.21m0.6xP/Sレシオ-2.8xPER（株価収益率HG6 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HG6 損益計算書（TTM）収益AU$407.11m売上原価AU$152.12m売上総利益AU$254.99mその他の費用AU$337.20m収益-AU$82.20m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）-1.01グロス・マージン62.64%純利益率-20.19%有利子負債／自己資本比率10.5%HG6 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2026/07/07 18:27終値2026/07/07 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Mayne Pharma Group Limited 2 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。6 アナリスト機関William DunlopBofA Global ResearchElyse ShapiroCanaccord GenuityMadeleine WilliamsCanaccord Genuity3 その他のアナリストを表示
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Non-Executive Director David Petrie 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 • Feb 25+ 2 more updatesMayne Pharma Group Limited Announces CEO ChangesMayne Pharma Group Limited announced that on 20 February 2026 (US time) Mr. Shawn Patrick O'Brien stepped down as Chief Executive Officer, and Mr. Aaron Gray, currently Mayne Pharma's Chief Financial Officer, was appointed Chief Executive Officer. Mr. O'Brien joined Mayne Pharma as CEO and Managing Director in October 2022 and will remain available to the Board in an advisory capacity until May 1, 2026 to support an orderly transition to Mr. Aaron Gray as part of Mayne Pharma's structured succession process. Aaron Gray joined Mayne Pharma in July 2022 and has been the Chief Financial Officer since August 29, 2022. He brings over 20 years of experience to the role. Prior to joining Mayne Pharma, Aaron held senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20 billion in revenues and 48,000 employees globally. Most recently, he was Senior Vice President, USA Customer Finance with EUR5 billion in revenues. Prior to joining Siemens Healthineers, he spent 15 years in finance roles at Siemens AG energy divisions. Aaron has significant expertise in the areas of financial planning and analysis, strategy, digitisation, sales operations, manufacturing, risk management and operational excellence.
お知らせ • Feb 19Mayne Pharma Group Limited to Report First Half, 2026 Results on Feb 23, 2026Mayne Pharma Group Limited announced that they will report first half, 2026 results on Feb 23, 2026
お知らせ • Jan 15Mayne Pharma Receives Notice of Appeal Filed by Cosette and Its Bidco with the Supreme Court of New South Wales, Court of AppealMayne Pharma Group Limited refers to its announcement on 16 October 2025 relating to the judgment delivered on 15 October 2025 in which the Supreme Court of New South Wales found in favour of Mayne Pharma and its announcement on 10 November 2025 regarding a notice of intention to appeal filed by Cosette Pharmaceuticals Inc. (Cosette) and its BidCo. Mayne Pharma has received a notice of appeal filed by Cosette and its BidCo with the Supreme Court of New South Wales, Court of Appeal. The two grounds set out in the notice of appeal seek to challenge various of the Court's findings related to: Mayne Pharma's FY25 EBITDA the subject of Cosette's misleading and deceptive conduct claim; and Cosette's allegation that a Mayne Material Adverse Change had occurred on the basis of Cosette's pleaded Third Quarter FY25 Sales Performance Matters.
お知らせ • Jan 14Mayne Pharma Group Limited Announces Board Changes Effective January 14, 2026Mayne Pharma Group Limited announced that the Board of Directors has decided to reduce the size of the Board. Mr. Frank Condella, Board Chair, will retire from the Board effective January 14, 2026. Mr. Condella has served as a director of Mayne Pharma since May 2018 and as Board Chair since September 2021. Non-Executive directors Mr. Patrick Blake and Mrs. Anne Lockwood will step down from the Board following the release of the Company’s half year results in February 2026 to focus on other opportunities. Mr. Blake has served as a director since June 2018. Mrs. Lockwood has served as a director since November 2023. Professor Bruce Robinson has been appointed as Non-Executive Chair of the Board effective January 14, 2026. Professor Robinson was appointed a Non-Executive Director of the Company in August 2014. He is a Non-Executive Director of Cochlear Limited and CS Pharmaceuticals Limited. He is formerly a Board Member of the Woolcock Institute, was Chair of the National Health and Medical Research Council and Chair of the Medical Benefits Review Taskforce. Professor Robinson is Chair of the Science, Technology and Medical Committee and a member of the Nomination Committee.
お知らせ • Dec 22Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026. Location: minter ellison office, level 20, collins arch, 447 collins st, and, melbourne Australia
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Non-Executive Director David Petrie 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 • Feb 25+ 2 more updatesMayne Pharma Group Limited Announces CEO ChangesMayne Pharma Group Limited announced that on 20 February 2026 (US time) Mr. Shawn Patrick O'Brien stepped down as Chief Executive Officer, and Mr. Aaron Gray, currently Mayne Pharma's Chief Financial Officer, was appointed Chief Executive Officer. Mr. O'Brien joined Mayne Pharma as CEO and Managing Director in October 2022 and will remain available to the Board in an advisory capacity until May 1, 2026 to support an orderly transition to Mr. Aaron Gray as part of Mayne Pharma's structured succession process. Aaron Gray joined Mayne Pharma in July 2022 and has been the Chief Financial Officer since August 29, 2022. He brings over 20 years of experience to the role. Prior to joining Mayne Pharma, Aaron held senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20 billion in revenues and 48,000 employees globally. Most recently, he was Senior Vice President, USA Customer Finance with EUR5 billion in revenues. Prior to joining Siemens Healthineers, he spent 15 years in finance roles at Siemens AG energy divisions. Aaron has significant expertise in the areas of financial planning and analysis, strategy, digitisation, sales operations, manufacturing, risk management and operational excellence.
お知らせ • Feb 19Mayne Pharma Group Limited to Report First Half, 2026 Results on Feb 23, 2026Mayne Pharma Group Limited announced that they will report first half, 2026 results on Feb 23, 2026
お知らせ • Jan 15Mayne Pharma Receives Notice of Appeal Filed by Cosette and Its Bidco with the Supreme Court of New South Wales, Court of AppealMayne Pharma Group Limited refers to its announcement on 16 October 2025 relating to the judgment delivered on 15 October 2025 in which the Supreme Court of New South Wales found in favour of Mayne Pharma and its announcement on 10 November 2025 regarding a notice of intention to appeal filed by Cosette Pharmaceuticals Inc. (Cosette) and its BidCo. Mayne Pharma has received a notice of appeal filed by Cosette and its BidCo with the Supreme Court of New South Wales, Court of Appeal. The two grounds set out in the notice of appeal seek to challenge various of the Court's findings related to: Mayne Pharma's FY25 EBITDA the subject of Cosette's misleading and deceptive conduct claim; and Cosette's allegation that a Mayne Material Adverse Change had occurred on the basis of Cosette's pleaded Third Quarter FY25 Sales Performance Matters.
お知らせ • Jan 14Mayne Pharma Group Limited Announces Board Changes Effective January 14, 2026Mayne Pharma Group Limited announced that the Board of Directors has decided to reduce the size of the Board. Mr. Frank Condella, Board Chair, will retire from the Board effective January 14, 2026. Mr. Condella has served as a director of Mayne Pharma since May 2018 and as Board Chair since September 2021. Non-Executive directors Mr. Patrick Blake and Mrs. Anne Lockwood will step down from the Board following the release of the Company’s half year results in February 2026 to focus on other opportunities. Mr. Blake has served as a director since June 2018. Mrs. Lockwood has served as a director since November 2023. Professor Bruce Robinson has been appointed as Non-Executive Chair of the Board effective January 14, 2026. Professor Robinson was appointed a Non-Executive Director of the Company in August 2014. He is a Non-Executive Director of Cochlear Limited and CS Pharmaceuticals Limited. He is formerly a Board Member of the Woolcock Institute, was Chair of the National Health and Medical Research Council and Chair of the Medical Benefits Review Taskforce. Professor Robinson is Chair of the Science, Technology and Medical Committee and a member of the Nomination Committee.
お知らせ • Dec 22Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026. Location: minter ellison office, level 20, collins arch, 447 collins st, and, melbourne Australia
お知らせ • Aug 01Mayne Pharma Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Mayne Pharma Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025
お知らせ • Apr 10TherapeuticsMD, Inc. Files Lawsuit Against Mayne Pharma for Contract BreachesOn April 8, 2025, TherapeuticsMD Inc., a Nevada corporation (the “Company”), filed a lawsuit against Mayne Pharma LLC (“Mayne Pharma”) in the United States District Court for the District of Delaware (the “Mayne Lawsuit”) seeking damages for breach of contract, breach of the implied covenant of good faith and fair dealing, fraudulent inducement, and unjust enrichment related to Mayne Pharma’s actions in relation to the License Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma and the Transaction Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma. The Mayne Lawsuit primarily pertains to the previously disclosed disputes between the Company and Mayne Pharma relating to certain net working capital allowances and certain actions or inactions by Mayne Pharma relating thereto. The Mayne Lawsuit is TherapeuticsMD Inc. v. Mayne Pharma LLC, Case No. not assigned (D. Del.).
お知らせ • Feb 22Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million.Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million on February 20, 2025. A cash consideration of AUD 601.22 million valued at AUD 7.4 per share will be paid by Cosette Pharmaceuticals, Inc. As part of consideration, AUD 601.22 million is paid towards common equity of Mayne Pharma Group Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is May 21, 2025 to June 10, 2025. Jefferies Pty Ltd acted as financial advisor for Mayne Pharma Group Limited. Arnold & Porter Kaye Scholer LLP acted as legal advisor for Mayne Pharma Group Limited. Gilbert and Tobin acted as legal advisor for Mayne Pharma Group Limited. Ropes & Gray LLP acted as legal advisor for Cosette Pharmaceuticals, Inc. Corrs Chambers Westgarth acted as legal advisor for Cosette Pharmaceuticals, Inc. UBS Securities LLC acted as financial advisor for Cosette Pharmaceuticals, Inc. Santander US Capital Markets LLC acted as financial advisor for Cosette Pharmaceuticals, Inc.
お知らせ • Feb 10+ 1 more updateMayne Pharma Group Limited Provides Earnings Guidance for the First Half Ended 31 December 2024Mayne Pharma Group Limited provided earnings guidance for the first half ended 31 December 2024. For the period, the company expects revenues to be $210 million to $215 million, reflecting 12 - 14% growth on first half of 2024.
Reported Earnings • Aug 23Full year 2024 earnings released: AU$2.12 loss per share (vs AU$3.86 loss in FY 2023)Full year 2024 results: AU$2.12 loss per share (improved from AU$3.86 loss in FY 2023). Revenue: AU$388.4m (up 112% from FY 2023). Net loss: AU$168.6m (loss narrowed 47% from FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Breakeven Date Change • May 19No longer forecast to breakevenThe 2 analysts covering Mayne Pharma Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$17.8m in 2026. New consensus forecast suggests the company will make a loss of AU$2.05m in 2026.
New Risk • May 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$274m Forecast net loss in 2 years: AU$11m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 28First half 2024 earnings released: AU$0.88 loss per share (vs AU$1.38 loss in 1H 2023)First half 2024 results: AU$0.88 loss per share (improved from AU$1.38 loss in 1H 2023). Revenue: AU$187.9m (up 260% from 1H 2023). Net loss: AU$70.5m (loss narrowed 38% from 1H 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Breakeven Date Change • Feb 27Forecast to breakeven in 2026The 2 analysts covering Mayne Pharma Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 91% per year to 2025. The company is expected to make a profit of AU$17.8m in 2026. Average annual earnings growth of 110% is required to achieve expected profit on schedule.
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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 Currently unprofitable and not forecast to become profitable over next 2 years (AU$22m net loss in 2 years). Share price has been volatile over the past 3 months (6.8% average weekly change).
お知らせ • Feb 21+ 1 more updateMayne Pharma Group Limited to Report Fiscal Year 2024 Results on Aug 23, 2024Mayne Pharma Group Limited announced that they will report fiscal year 2024 results on Aug 23, 2024
お知らせ • Feb 12Mayne Pharma Group Limited to Report First Half, 2024 Results on Feb 26, 2024Mayne Pharma Group Limited announced that they will report first half, 2024 results on Feb 26, 2024
Board Change • Dec 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Anne Lockwood was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 30Mayne Pharma Group Limited Approves Election of Anne LockwoodMayne Pharma Group Limited at its AGM approved election of Anne Lockwood.
Recent Insider Transactions • Oct 29CEO, MD & Director recently bought €84k worth of stockOn the 24th of October, Shawn O’Brien bought around 37k shares on-market at roughly €2.28 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Shawn's only on-market trade for the last 12 months.
お知らせ • Oct 27Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023, at 10:00 AUS Eastern Standard Time. Location: MinterEllison Offices, Lvl 20, Collins Arch, 447 Collins St Melbourne Australia Agenda: To consider and approve the statutory reports for the financial year ended 30 June 2023; to consider and approve the election of Director; to consider and approve the remuneration report; to consider and approve the Short-Term Incentive grant of Restricted Stock Unit Performance Rights and a Long-Term Incentive grant of Performance Rights to the CEO and Managing Director; to consider and approve the appointment of BDO Audit Pty Ltd as the Company's auditor; and to consider and approve the extension of the on-market share buy-back.
Reported Earnings • Sep 01Full year 2023 earnings released: AU$3.86 loss per share (vs AU$3.20 loss in FY 2022)Full year 2023 results: AU$3.86 loss per share (further deteriorated from AU$3.20 loss in FY 2022). Revenue: AU$183.6m (down 57% from FY 2022). Net loss: AU$317.4m (loss widened 21% from FY 2022). Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
New Risk • Aug 30New 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: Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$287m). Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (AU$52m net loss in 2 years).
お知らせ • Aug 24Mayne Pharma Group Limited to Report Fiscal Year 2023 Results on Aug 31, 2023Mayne Pharma Group Limited announced that they will report fiscal year 2023 results on Aug 31, 2023
お知らせ • Jul 27Mayne Pharma Group Limited Announces Retirement of Carolyn Myers from the Board At the End of July 2023Mayne Pharma Group Limited announced that Dr. Carolyn Myers will retire from the Board at the end of July 2023.Dr Myers has served as a Director of Mayne Pharma since October 2021. She was appointed to theBoard after being nominated by Mithra Pharmaceuticals SA under the terms of the license andsupply agreement to commercialise NEXTSTELLIS® (E4/DRSP) oral contraceptive in the UnitedStates.
Reported Earnings • Mar 01First half 2023 earnings released: AU$0.078 loss per share (vs AU$0.62 loss in 1H 2022)First half 2023 results: AU$0.078 loss per share. Revenue: AU$101.2m (down 49% from 1H 2022). Net loss: AU$129.1m (loss widened 156% from 1H 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Pharmaceuticals industry in Germany.
お知らせ • Feb 15+ 1 more updateMayne Pharma Group Limited to Report First Half, 2023 Results on Feb 28, 2023Mayne Pharma Group Limited announced that they will report first half, 2023 results on Feb 28, 2023
お知らせ • Jan 14Mayne Pharma Group Limited and Mithra Pharmaceuticals, SA Announces US Launch of Haloette, a Generic Version of NuvaringMayne Pharma Group Limited and Mithra Pharmaceuticals, SA announced the launch of HALOETTE (etonogestrel and ethinyl estradiol) a vaginal hormonal contraceptive ring into the US market. HALOETTE contraceptive is a generic version of NUVARING, a combined hormonal contraceptive flexible ring indicated for the prevention of pregnancy. Under the terms of the long-term license and supply agreement, Mayne Pharma will pay Mithra a milestone of EUR 1.6 million.
Upcoming Dividend • Jan 11Inaugural dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 18 January 2023. Payment date: 27 January 2023. The company last paid an ordinary dividend in . The average dividend yield among industry peers is 2.6%.
Buying Opportunity • Dec 14Now 48% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be €0.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.9% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 9.2% per annum. Earnings is also forecast to grow by 92% per annum over the same time period.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien 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 • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien 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 27Full year 2022 earnings released: AU$0.16 loss per share (vs AU$0.13 loss in FY 2021)Full year 2022 results: AU$0.16 loss per share (down from AU$0.13 loss in FY 2021). Revenue: AU$424.8m (up 6.0% from FY 2021). Net loss: AU$263.3m (loss widened 26% from FY 2021). Over the next year, revenue is expected to shrink by 4.8% compared to a 6.6% growth forecast for the Pharmaceuticals industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Feb 28Forecast breakeven date pushed back to 2024The 5 analysts covering Mayne Pharma Group previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 66% per year to 2023. The company is expected to make a profit of AU$16.9m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.
Reported Earnings • Feb 27First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.031 loss per share (up from AU$0.12 loss in 1H 2021). Revenue: AU$196.4m (down 5.9% from 1H 2021). Net loss: AU$50.4m (loss narrowed 72% from 1H 2021). Revenue missed analyst estimates by 4.6%. Over the next year, revenue is forecast to grow 28%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 33% per year, which means it is performing significantly worse than earnings.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Carolyn Myers 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.
Board Change • Oct 31High number of new directorsIndependent Non-Executive Deputy Chairman Ian Scholes was the last director to join the board, commencing their role in 2021.
Executive Departure • Oct 07Independent Non Executive Director Bruce Mathieson has left the companyOn the 30th of September, Bruce Mathieson's tenure as Independent Non Executive Director ended after 14.6 years in the role. As of June 2021, Bruce still personally held 105.58m shares (€19m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.
Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (€1.9m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.
Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (€1.9m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.
Breakeven Date Change • Sep 23Forecast to breakeven in 2023The 6 analysts covering Mayne Pharma Group expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$15.0m in 2023. Average annual earnings growth of 112% is required to achieve expected profit on schedule.
Recent Insider Transactions • Sep 04Independent Non-Executive Director recently bought €85k worth of stockOn the 1st of September, Frank Condella bought around 412k shares on-market at roughly €0.21 per share. 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 • Aug 28Full year 2021 earnings released: AU$0.13 loss per share (vs AU$0.061 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: AU$400.8m (down 12% from FY 2020). Net loss: AU$208.4m (loss widened 125% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Feb 25First half 2021 earnings released: AU$0.12 loss per share (vs AU$0.012 loss in 1H 2020)The company reported a poor first half result with increased losses, weaker revenues and weaker control over costs. First half 2021 results: Revenue: AU$208.8m (down 8.1% from 1H 2020). Net loss: AU$181.3m (loss widened AU$163.1m from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 4.4%, compared to a 2.1% growth forecast for the Pharmaceuticals industry in Germany.
Is New 90 Day High Low • Dec 19New 90-day high: €0.24The company is up 23% from its price of €0.20 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.53 per share.
