View ValuationThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsAerie Pharmaceuticals 将来の成長Future 基準チェック /46主要情報67.5%収益成長率78.24%EPS成長率Pharmaceuticals 収益成長15.2%収益成長率19.3%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日n/a今後の成長に関する最新情報Price Target Changed • Nov 16Price target decreased to US$16.88Down from US$18.89, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$15.23. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.Price Target Changed • Aug 24Price target decreased to US$16.67Down from US$18.78, the current price target is an average from 10 analysts. New target price is 9.8% above last closing price of US$15.18. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$2.10 to -US$2.33 per share. Revenue forecast unchanged at US$137.5m. Pharmaceuticals industry in the US expected to see average net income decline 0.5% next year. Consensus price target down from US$19.74 to US$18.89. Share price rose 30% to US$15.16 over the past week.Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.54 to -US$2.10 per share. Revenue forecast steady at US$136.9m. Pharmaceuticals industry in the US expected to see average net income decline 3.6% next year. Consensus price target broadly unchanged at US$18.78. Share price rose 30% to US$11.57 over the past week.Breakeven Date Change • Apr 27No longer forecast to breakevenThe 8 analysts covering Aerie Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.4m in 2024. New consensus forecast suggests the company will make a loss of US$25.4m in 2024.Price Target Changed • Apr 27Price target decreased to US$18.88Down from US$22.78, the current price target is an average from 8 analysts. New target price is 156% above last closing price of US$7.37. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$1.61 last year.すべての更新を表示Recent updatesお知らせ • Nov 22+ 3 more updatesAerie Pharmaceuticals, Inc. Announces Management ChangesAerie Pharmaceuticals, Inc., on August 23, 2022, entered into an Agreement and Plan of Merger, dated as of August 22, 2022, by and among the Company, Alcon Research, LLC, a Delaware limited liability company, and Lyon Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Paren. On November 21, 2022, the Company completed its merger with Merger Sub pursuant to the terms of the Merger Agreement, whereby Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent. At the Effective Time and pursuant to the terms of the Merger Agreement, the directors of the Company immediately prior to the Effective Time, Raj Kannan, Richard Croarkin, Mechiel (Michael) M. du Toit, David W. Gryska, Peter J. McDonnell, M.D., Benjamin F. McGraw, III, Pharm.D., and Julie McHugh, each resigned and ceased serving as members of the Company’s board of directors and each committee thereof. These resignations were not a result of any disagreement between the Company and the directors on any matter relating to the Company’s operations, policies or practices. Also at the Effective Time and pursuant to the terms of the Merger Agreement, Jonathan Balch, Ian Bell, and Sergio Duplan, the directors of Merger Sub immediately prior to the Effective Time, became the directors of the Company following the consummation of the Merger until the earlier of their death, resignation or removal or until their respective successors are duly elected and qualified. At the Effective Time and pursuant to the terms of the Merger Agreement, the named executive officers of the Company immediately prior to the Effective Time, Raj Kannan, Peter Lang, Casey C. Kopczynski, Ph.D and John W. LaRocca, Esq., each resigned and ceased serving as officers of the Company. Also at the Effective Time and pursuant to the terms of the Merger Agreement, the officers of Merger Sub immediately prior to the Effective Time became the officers of the Company following the consummation of the Merger until the earlier of their death, resignation or removal or until their respective successors are duly elected and qualified. Among those officers, David Endicott, Timothy Stonesifer and Royce Bedward were appointed as President and Chief Executive Officer, Chief Financial Officer, and General Counsel of the Company, respectively.Price Target Changed • Nov 16Price target decreased to US$16.88Down from US$18.89, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$15.23. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.Reported Earnings • Nov 05Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.56 loss per share (improved from US$0.86 loss in 3Q 2021). Revenue: US$36.1m (up 23% from 3Q 2021). Net loss: US$26.8m (loss narrowed 32% from 3Q 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 5.9%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 24Price target decreased to US$16.67Down from US$18.78, the current price target is an average from 10 analysts. New target price is 9.8% above last closing price of US$15.18. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.お知らせ • Aug 24Alcon Inc. (SWX:ALC) entered into a definitive merger agreement to acquire Aerie Pharmaceuticals, Inc. (NasdaqGM:AERI) for approximately $770 million.Alcon Inc. (SWX:ALC) entered into a definitive merger agreement to acquire Aerie Pharmaceuticals, Inc. (NasdaqGM:AERI) for approximately $770 million on August 22, 2022. The purchase price of $15.25 per share represents a premium of 37% to Aerie’s last closing price and represents an equity value of approximately $770 million. Alcon intends to fund the acquisition through short-term and long-term debt. The transaction was approved by the board of directors of Alcon and Aerie. The transaction is anticipated to close in the fourth quarter of 2022, subject to the approval of Aerie’s stockholders and the satisfaction of customary closing conditions, including clearance under the Hart-Scott Rodino Antitrust Improvements Act. The transaction is expected to be accretive to Alcon’s core diluted Earnings Per Share (EPS) in 2024. J.P. Morgan acted as Alcon’s financial advisor for the transaction, and Alcon’s legal advisor was Skadden, Arps, Slate, Meagher & Flom LLP. Goldman Sachs & Co. LLC acted as Aerie’s financial advisor for the transaction, and Aerie’s legal advisor was Fried, Frank, Harris, Shriver & Jacobson LLP.Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$2.10 to -US$2.33 per share. Revenue forecast unchanged at US$137.5m. Pharmaceuticals industry in the US expected to see average net income decline 0.5% next year. Consensus price target down from US$19.74 to US$18.89. Share price rose 30% to US$15.16 over the past week.Seeking Alpha • Aug 23Alcon to acquire Aerie Pharmaceuticals at ~$770M, enhancing its ophthalmic pharmaceutical portfolioAlcon (NYSE:ALC) to acquire Aerie Pharmaceuticals (NASDAQ:AERI) in a deal that values Aerie at ~$770M. The purchase price of $15.25/share represents a premium of 37% to Aerie’s last closing price and represents an equity value of ~$770M. The move builds on Alcon’s existing commercial expertise in the estimated $20B global ophthalmic pharmaceutical segment. Through the addition, Alcon will add Rocklatan® and Rhopressa®, and a pipeline of several clinical and preclinical ophthalmic pharmaceutical product candidates. Rocklatan® is a fixed dose combination of the Rho kinase inhibitor, netarsudil, and a prostaglandin F2α analogue, latanoprost, indicated for the reduction of elevated intraocular pressure in patients with open-angle glaucoma or ocular hypertension. Rhopressa® is a Rho kinase inhibitor indicated for the reduction of elevated IOP in patients with open-angle glaucoma or ocular hypertension. In most markets outside the U.S., commercialization rights for both products have been licensed to Santen SA and its affiliates. The transaction is expected to be accretive to Alcon’s core diluted EPS in 2024. The transaction was approved by the board of each company. The deal is anticipated to close in the fourth quarter of 2022. Alcon intends to fund the acquisition through short-term and long-term debt. Separately, Aerie’s most recent financial guidance for total glaucoma franchise net product revenue is $130M-140M for full year 2022.Seeking Alpha • Aug 15Aerie Pharmaceuticals grants 16.9K stock optionsAerie Pharmaceuticals (NASDAQ:AERI) said one new employee was granted 16.9K stock options which will vest over four years. The company said the award was made outside of its stockholder-approved equity incentive plan and was approved by independent directors as an inducement material to the employee.Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.54 to -US$2.10 per share. Revenue forecast steady at US$136.9m. Pharmaceuticals industry in the US expected to see average net income decline 3.6% next year. Consensus price target broadly unchanged at US$18.78. Share price rose 30% to US$11.57 over the past week.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: US$0.41 loss per share (up from US$0.84 loss in 2Q 2021). Revenue: US$33.3m (up 23% from 2Q 2021). Net loss: US$19.4m (loss narrowed 50% from 2Q 2021). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Over the next year, revenue is expected to shrink by 24% compared to a 18% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Seeking Alpha • Aug 05Aerie Pharma rises 14% after Q2 result beat on higher glaucoma franchise salesAerie Pharma (NASDAQ:AERI) is trading 14% higher after it reported Q2 result that beat estimates and 2022 net product revenues guidance that were in line with estimates. The company sees total glaucoma franchise net product revenues between $130M to $140M vs $136.90M consensus. It posted loss per share of -$0.32, which beat estimates by $0.23, while revenue rose 22.4% Y/Y to $33.3M. The company also announced that its Investigational New Drug Application submission for AR-14034 in wet age-related macular degeneration is expected in the fourth quarter of 2022. The company had Cash of $184.4M as of June 30.お知らせ • Aug 02Aerie Pharmaceuticals, Inc. Announces First Participant Dosed in the Comet-3 Study of Ar-15512 for the Treatment of Dry Eye DiseaseAerie Pharmaceuticals, Inc. announced that the first participant has been dosed in the Phase 3 registrational “COMET-3” study to evaluate AR-15512 ophthalmic solution as a treatment for the signs and symptoms of dry eye disease (DED). COMET-3 is the second of three trials in the Phase 3 registrational program for AR-15512. Aerie plans to initiate the last of the trials, the COMET-4 safety study, in the fourth quarter of 2022. Aerie intends to complete the AR-15512 registrational program in 2023 and, assuming clinical success, plans to file a New Drug Application (NDA) with the FDA in 2024. COMET-3 is a randomized, double-masked, vehicle-controlled, multi-center clinical study to evaluate the efficacy and safety of AR-15512, a TRPM8 agonist, in patients with DED. The study is expected to enroll approximately 460 participants at 20 U.S. sites and is identical in design to the COMET-2 study, which began enrolling in May 2022. Study participants will be randomized in a 1:1 ratio to receive either AR-15512 (0.003%) or AR-15512 vehicle as a drop dosed twice daily in each eye for three months. The primary efficacy assessment is tear production, as measured by the unanesthetized Schirmer’s Test (sign), and the key secondary measure is dry eye symptoms based on the Symptom Assessment iN Dry Eye (SANDE) questionnaire. Participants will be evaluated on multiple efficacy and safety assessments at multiple timepoints throughout the study. The AR-15512 Phase 3 registrational program is comprised of three studies, the COMET-2 and COMET-3 efficacy studies and the COMET-4 safety study, that will evaluate AR-15512 (0.003%) compared to AR-15512 vehicle in participants with DED. Enrollment is underway in COMET-2 and COMET-3, which are identical studies, and topline results are expected in the second half of 2023. COMET-4, which is expected to begin in the fourth quarter of 2022, is a 12-month safety study. Aerie will incorporate interim 6-month data from COMET-4 into the NDA filing for AR-15512, which is expected to be submitted in 2024. AR-15512 is a first-in-class TRPM8 agonist which acts as a cold thermoreceptor modulator to stimulate the cold sensing receptors found on the nerve endings that innervate the cornea and eyelids. By stimulating these receptors, AR-15512 leads to natural tear production and a cooling sensation across the surface of the eye that may result in a reduction in dry eye symptoms.お知らせ • Jul 29Aerie Pharmaceuticals, Inc. to Report Q2, 2022 Results on Aug 04, 2022Aerie Pharmaceuticals, Inc. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022お知らせ • May 26Aerie Pharmaceuticals Announces First Participant Dosed in the Phase 3 Registrational COMET-2 Study of AR-15512 for the Treatment of Dry Eye DiseaseAerie Pharmaceuticals, Inc. announced that the first participant has been dosed in the Phase 3 registrational “COMET-2” study to evaluate AR-15512 ophthalmic solution as a treatment for the signs and symptoms of dry eye disease (DED). COMET-2 is the first of three trials in the Phase 3 registrational program for AR-15512. Aerie plans to initiate the other two trials in the second half of 2022 in support of a potential New Drug Application (NDA) filing in 2024. COMET-2 is a randomized, double-masked, vehicle-controlled, multi-center clinical study to evaluate the efficacy and safety of AR-15512, a TRPM8 agonist, in patients with DED. The study is expected to enroll approximately 460 participants at 20 U.S. sites. Study participants will receive AR-15512 (0.003%) or AR-15512 vehicle as a drop dosed twice daily in each eye for three months. The primary efficacy assessment is tear production, as measured by the unanesthetized Schirmer test (sign), and the key secondary measure is dry eye symptoms based on the Symptom Assessment iN Dry Eye (SANDE) questionnaire. Participants will be evaluated on multiple efficacy and safety assessments at multiple timepoints throughout the study. Topline results from the COMET-2 study are expected in the second half of 2023. The AR-15512 Phase 3 registrational program is comprised of three studies, the COMET-2 and COMET-3 efficacy studies and the COMET-4 safety study, that will evaluate AR-15512 (0.003%) compared to AR-15512 vehicle in participants with DED. COMET-2, which is currently enrolling, and COMET-3, which is expected to begin in the third quarter of 2022, are identical studies with topline results expected in the second half of 2023. COMET-4, which is expected to begin in the fourth quarter of 2022, is a 12-month safety study. Aerie will incorporate interim 6-month data from COMET-4 into the NDA filing for AR-15512, which is expected to be submitted in 2024. AR-15512 is a first-in-class TRPM8 agonist which acts as a cold thermoreceptor modulator to stimulate the cold sensing receptors found on the nerve endings that innervate the cornea and eyelids. By stimulating these receptors, AR-15512 leads to natural tear production and a cooling sensation across the surface of the eye that may result in a reduction in dry eye symptoms. Dry eye disease affects about 30 million people in the U.S. It is estimated that about 60% of people with DED are diagnosed and less than 10% of patients are treated with prescription medications.1 Current treatment is comprised of over-the-counter “artificial tears” and prescription anti-inflammatories and nasal tear stimulants. The COMET-1 study evaluated two doses of AR-15512 compared to AR-15512 vehicle in 369 participants with DED. As reported in September 2021, the trial did not achieve Aerie’s previously chosen primary endpoints. The study showed a statistically significant, dose-dependent increase in tear production, a validated endpoint acceptable for registration of a product. In addition, AR-15512 demonstrated improvements on multiple validated sign, symptom, and quality of life endpoints across multiple timepoints. Importantly, the study showed that differences between AR-15512 and vehicle responses increased over time, indicating a potential sustained, meaningful treatment effect in DED signs and symptoms. COMET-1 demonstrated a favorable tolerability profile with no systemic or serious adverse events attributed to AR-15512. AR-15512 is a development stage product candidate and is not approved by any regulatory agency.Reported Earnings • May 06First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: US$0.76 loss per share (up from US$0.91 loss in 1Q 2021). Revenue: US$29.8m (up 30% from 1Q 2021). Net loss: US$35.9m (loss narrowed 14% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Over the next year, revenue is expected to shrink by 26% compared to a 7.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.Breakeven Date Change • Apr 27No longer forecast to breakevenThe 8 analysts covering Aerie Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.4m in 2024. New consensus forecast suggests the company will make a loss of US$25.4m in 2024.Price Target Changed • Apr 27Price target decreased to US$18.88Down from US$22.78, the current price target is an average from 8 analysts. New target price is 156% above last closing price of US$7.37. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$1.61 last year.お知らせ • Apr 27Dr. Gerald D. Cagle to Not Stand for Re-Election as Director of Aerie Pharmaceuticals, IncAerie Pharmaceuticals, Inc.'s Board has determined that Dr. Gerald D. Cagle will not stand for re-election at the Annual Meeting and that effective immediately prior to the Annual Meeting Dr. Cagle will retire as a member of the Board upon the conclusion of his current term.お知らせ • Mar 07Aerie Pharmaceuticals, Inc. Announces Retirement of Kathleen McGinley as Chief Human Resources Officer and Vice President, Corporate Services, Effective March 31, 2022On March 1, 2022, Kathleen McGinley, the Chief Human Resources Officer and Vice President, Corporate Services of Aerie Pharmaceuticals, Inc., provided notice to the company of her intent to retire from her roles at the Company. Ms. McGinley’s resignation will be effective March 31, 2022 and until that time, among her regular duties, she will assist with an orderly transition of her responsibilities.お知らせ • Mar 04Aerie Pharmaceuticals, Inc. Announces Executive ChangesOn March 2, 2022, Aerie Pharmaceuticals, Inc. announced that, effective as of March 1, 2022, Benjamin F. McGraw, III, Pharm.D. will conclude his role as Interim Executive Chair of the Board of Directors of the Company and in connection therewith will no longer serve as the Company’s principal financial officer. On the Effective Date, Dr. McGraw, Chair of the Board, will resume his status as an independent director. Also on the Effective Date, the Board designated Raj Kannan, the Company’s Chief Executive Officer, to serve as the Company’s principal financial officer, succeeding Dr. McGraw in such capacity, effective as of the Effective Date. Mr. Kannan will serve in the role of principal financial officer until such time as the Company appoints a new Chief Financial Officer.Reported Earnings • Feb 26Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$1.61 loss per share (up from US$3.99 loss in FY 2020). Revenue: US$194.1m (up 134% from FY 2020). Net loss: US$74.8m (loss narrowed 59% from FY 2020). Revenue exceeded analyst estimates by 75%. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is expected to shrink by 28% compared to a 21% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.Breakeven Date Change • Feb 26No longer forecast to breakevenThe 9 analysts covering Aerie Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.4m in 2024. New consensus forecast suggests the company will make a loss of US$25.4m in 2024.お知らせ • Feb 25+ 1 more updateAerie Pharmaceuticals, Inc. Announces Revenue Guidance for the Full Year for 2022Aerie Pharmaceuticals, Inc. provided the full year guidance for 2022, Glaucoma franchise net product revenues: target is $130 million to $140 million, up 16% to 25% versus 2021.お知らせ • Feb 18Aerie Pharmaceuticals, Inc. to Report Q4, 2021 Results on Feb 24, 2022Aerie Pharmaceuticals, Inc. announced that they will report Q4, 2021 results After-Market on Feb 24, 2022Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 8 analysts covering Aerie Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$34.9m in 2024. Average annual earnings growth of 61% is required to achieve expected profit on schedule.Board Change • Dec 05Insufficient 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. 5 experienced directors. 1 highly experienced director. Independent Director Peter McDonnell was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.86 loss per share (vs US$0.86 loss in 3Q 2020)The company reported a solid third quarter result with improved revenues and control over costs, although losses were not reduced. Third quarter 2021 results: Revenue: US$29.3m (up 46% from 3Q 2020). Net loss: US$39.7m (flat on 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 06Price target decreased to US$25.00Down from US$27.27, the current price target is an average from 12 analysts. New target price is 104% above last closing price of US$12.24. Stock is up 16% over the past year. The company is forecast to post a net loss per share of US$3.04 next year compared to a net loss per share of US$3.99 last year.Reported Earnings • Aug 06Second quarter 2021 earnings released: US$0.84 loss per share (vs US$1.05 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$27.2m (up 51% from 2Q 2020). Net loss: US$38.7m (loss narrowed 20% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.Executive Departure • Aug 04CFO, Secretary & Treasurer Richard Rubino has left the companyDuring their tenure, earnings grew by 25% annually compared to the industry average of 14%. As of March 2021, Richard still personally held 353.94k shares (US$6.3m worth at the time). Richard is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.04 years.お知らせ • Jun 18+ 1 more updateAerie Pharmaceuticals Completes Enrollment of its first Phase 3 Clinical Trial of Netarsudil Ophthalmic Solution in JapanAerie Pharmaceuticals, Inc. announced the completion of patient enrollment for its first Phase 3 clinical trial of netarsudil ophthalmic solution in Japan, comparing netarsudil ophthalmic solution 0.02% (“netarsudil”), administered once a day in the evening, to ripasudil hydrochloride hydrate ophthalmic solution 0.4% (“ripasudil”), marketed as Glanatec® in Japan, administered twice a day, in the morning and evening. The first patient to enter this randomized, single-masked, multi-center, parallel-group Phase 3 study was dosed in early December 2020. A total of 245 patients were successfully randomized across the netarsudil and ripasudil treatment arms. The netarsudil arm includes a netarsudil drop in the evening and netarsudil ophthalmic solution vehicle administered in the morning to preserve the masking of the trial. The ripasudil arm is administered twice a day, once in the morning and once in the evening, consistent with the product labeling in Japan. Aerie and Santen Pharmaceutical Co. Ltd. (“Santen”) announced an exclusive collaboration and license agreement for Rhopressa® and Rocklatan® in Japan and several other Asian countries in October 2020. As part of this agreement, Santen is responsible for all development and commercialization costs and activities related to the products in the territories covered by the agreement; however, Aerie and Santen have collaborated for this first Phase 3 study for Rhopressa® in Japan, which they are co-funding.Breakeven Date Change • May 25Forecast to breakeven in 2024The 12 analysts covering Aerie Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$15.2m in 2024. Average annual earnings growth of 58% is required to achieve expected profit on schedule.分析記事 • Feb 27Aerie Pharmaceuticals, Inc.'s (NASDAQ:AERI) Path To ProfitabilityWe feel now is a pretty good time to analyse Aerie Pharmaceuticals, Inc.'s ( NASDAQ:AERI ) business as it appears the...Is New 90 Day High Low • Feb 27New 90-day high: US$18.39The company is up 41% from its price of US$13.00 on 27 November 2020. The American market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$181 per share.Reported Earnings • Feb 27Full year 2020 earnings released: US$3.99 loss per share (vs US$4.39 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$83.1m (up 19% from FY 2019). Net loss: US$183.1m (loss narrowed 8.3% from FY 2019). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 40%, compared to a 28% growth forecast for the Pharmaceuticals industry in the US.お知らせ • Feb 19Aerie Pharmaceuticals, Inc. to Report Q4, 2020 Results on Feb 25, 2021Aerie Pharmaceuticals, Inc. announced that they will report Q4, 2020 results After-Market on Feb 25, 2021分析記事 • Jan 28Who Has Been Selling Aerie Pharmaceuticals, Inc. (NASDAQ:AERI) Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...Is New 90 Day High Low • Jan 20New 90-day high: US$15.07The company is up 65% from its price of US$9.15 on 21 October 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$171 per share.お知らせ • Jan 12Aerie Pharmaceuticals Receives European Commission Approval for Roclanda® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005%Aerie Pharmaceuticals, Inc. announced the European Commission (EC) has granted a marketing authorisation for Roclanda® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005% for the reduction of elevated intraocular pressure in adult patients with primary open-angle glaucoma or ocular hypertension for whom monotherapy with a prostaglandin or netarsudil provides insufficient IOP reduction. The marketing authorisation application (MAA) for Roclanda® was accepted for review by the European Medicines Agency (EMA) in January 2020. Aerie received a positive scientific opinion recommending approval of the Roclanda® MAA from the EMA’s Committee for Medicinal Products for Human Use (CHMP) in November 2020. Roclanda® was approved by the U.S. Food and Drug Administration (FDA) in March 2019 under the trade name Rocklatan® for the reduction of elevated intraocular pressure in patients with open-angle glaucoma or ocular hypertension. Rhokiinsa® was granted a marketing authorisation by the EC in November 2019 for the reduction of elevated intraocular pressure in adult patients with primary open-angle glaucoma or ocular hypertension. Rhokiinsa® was approved by the FDA in December 2017 under the trade name Rhopressa® for the reduction of elevated intraocular pressure in patients with open-angle glaucoma or ocular hypertension. The marketing authorisation is valid in all 27 countries of the European Union, plus Iceland, Norway and Liechtenstein. As the EC decision was received after the end of the Brexit transition period, Aerie will complete a further administrative step in order to obtain a license in the United Kingdom. No reexamination of clinical data by the U.K. Medicines and Healthcare Products Regulatory Agency (MHRA) is expected.分析記事 • Dec 24Aerie Pharmaceuticals (NASDAQ:AERI) Share Prices Have Dropped 76% In The Last Three YearsWhile not a mind-blowing move, it is good to see that the Aerie Pharmaceuticals, Inc. ( NASDAQ:AERI ) share price has...Is New 90 Day High Low • Dec 19New 90-day high: US$13.18The company is up 8.0% from its price of US$12.20 on 18 September 2020. The American market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$167 per share.分析記事 • Nov 28Is Aerie Pharmaceuticals (NASDAQ:AERI) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Nov 14Aerie Pharmaceuticals, Inc. Receives Positive CHMP Opinion for Roclanda® in the European UnionAerie Pharmaceuticals, Inc. announced the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending approval of the marketing authorisation application (MAA) for Roclanda® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005%. The recommended indication is the reduction of elevated intraocular pressure in adult patients with primary open-angle glaucoma or ocular hypertension for whom monotherapy with a prostaglandin or netarsudil provides insufficient IOP reduction. The CHMP positive opinion is a scientific recommendation for marketing authorisation, which is referred to the European Commission for a final decision on the Company’s MAA. The final decision is expected in approximately two months and will be applicable to all European Union member states plus Iceland, Norway and Liechtenstein.Is New 90 Day High Low • Nov 12New 90-day high: US$13.05The company is up 3.0% from its price of US$12.71 on 14 August 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$145 per share.Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 8.1%. Over the next year, revenue is forecast to grow 34%, compared to a 30% growth forecast for the Pharmaceuticals industry in the US.Reported Earnings • Nov 08Third quarter 2020 earnings released: US$0.86 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: US$20.1m (up 8.3% from 3Q 2019). Net loss: US$39.6m (loss narrowed 20% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 30Aerie Pharmaceuticals, Inc. Announces Commencement of Comet-1Aerie Pharmaceuticals, Inc. announced the commencement of COMET-1, a Phase 2b clinical trial of AR-15512 (TRPM8 agonist) ophthalmic solution for the treatment of patients with dry eye disease. The COMET-1 trial is a randomized, double-masked, vehicle-controlled trial evaluating the efficacy and safety of AR-15512 (TRPM8 agonist) in patients with dry eye disease. Approximately 360 patients in total are expected to be enrolled. Patients will receive either AR-15512 0.0014%, AR-15512 0.003% or AR-15512 vehicle dosed as one drop twice daily in each eye over three months. The primary efficacy endpoints of the clinical trial are ocular discomfort (symptom) and tear production (sign). Patients will be evaluated on multiple efficacy assessments at days 14, 28 and 84; safety will be assessed at all visits. Topline results from COMET-1 are expected in the third quarter of 2021.お知らせ • Oct 28Aerie Pharmaceuticals, Inc. to Report Q3, 2020 Results on Nov 05, 2020Aerie Pharmaceuticals, Inc. announced that they will report Q3, 2020 results on Nov 05, 2020Is New 90 Day High Low • Oct 20New 90-day low: US$9.92The company is down 25% from its price of US$13.26 on 22 July 2020. The American market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$131 per share.お知らせ • Sep 30Aerie Pharmaceuticals Announces Acceptance of Its Investigational New Drug Application for AR-15512 (TRPM8 Agonist) Eye Drop for Dry Eye DiseaseAerie Pharmaceuticals, Inc. announced that the U.S. Food and Drug Administration (FDA) has reviewed the Investigational New Drug Application (IND) for AR-15512 (TRPM8 agonist) eye drop for dry eye and it is now in effect, allowing Aerie to initiate clinical studies in the treatment of dry eye. Aerie expects to initiate a Phase 2b clinical study in the fourth quarter of 2020. AR-15512, formerly AVX-012, was acquired by Aerie in November 2019 in the acquisition of Avizorex Pharma, S.L., a Spanish ophthalmic pharmaceutical company developing therapeutics for the treatment of dry eye disease. The active ingredient in AR-15512 is a potent and selective agonist of the TRPM8 cold thermoreceptor ion channel that regulates tear production and blink rate. By stimulating these processes, TRPM8 agonists have the potential to restore tear film volume and reduce ocular discomfort in patients with dry eye. Avizorex completed a Phase 2a study in dry eye subjects in 2019 where positive results support the therapeutic potential to treat signs and symptoms of dry eye.お知らせ • Sep 26Aerie Pharmaceuticals, Inc. Announces Successful Interim 90-Day Topline Data from Its Six-Month Phase 3B Clinical Trial in Europe Known as Mercury 3Aerie Pharmaceuticals, Inc. announced successful interim 90-day topline data from its six-month Phase 3b clinical trial in Europe known as Mercury 3, comparing Roclanda ® to Ganfort®. Roclanda ® is marketed in the United States as Rocklatan® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005%. Ganfort ® is approved for use in Europe but is not approved for use in the United States. Mercury 3 was designed as a non-inferiority trial to compare intraocular pressure (IOP) reduction in patients with open-angle glaucoma or ocular hypertension. Roclanda® met the overall trial objective by demonstrating non-inferiority to Ganfort® across nine of nine timepoints over 90 days. Roclanda® demonstrated consistent IOP reduction throughout the day of approximately 9.5 millimeters of mercury (mmHg) for an average reduction from baseline IOPs of approximately 37 percent. The IOP reductions observed in Mercury 3 exceeded those from both Mercury 1 and Mercury 2. The IOP reduction results for Roclanda® were highly consistent with those of Ganfort®. Incidence of ocular adverse events for Roclanda® were lower than observed in Mercury 1 and Mercury 2. Six-month topline results are expected by early 2021. Mercury 3 was designed as a non-inferiority trial to compare intraocular pressure (IOP) reduction in patients with open angle glaucoma or ocular hypertension. Approximately 430 subjects satisfying inclusion criteria were randomized to one of two arms and received masked study medication once-daily in the evening. The Mercury 3 clinical trial included Roclanda®, which in the United States is marketed as Rocklatan ® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005% and represents a fixed-dose combination of Rhopressa® (netarsudil ophthalmic solution) 0.02% and prostaglandin analog latanoprost. Ganfort® represented the comparator, a fixed-dose combination of prostaglandin analog Lumigan ® and beta blocker timolol. Rocklatan® is the only fixed-dose combination product commercially available in the United States that includes a prostaglandin analog. The Ganfort® fixed-dose combination includes a prostaglandin analog and a beta blocker, and while it is approved for use in Europe, it is not approved for use in the United States. Rocklatan® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005% is a once-daily eye drop that is a fixed-dose combination of latanoprost, the most widely-prescribed prostaglandin analog (PGA), and netarsudil, the active ingredient in Rhopressa ® (netarsudil ophthalmic solution) 0.02%, a first-in-class Rho kinase (ROCK) inhibitor specifically designed to target the trabecular meshwork (the eye’s principal drainage pathway). The diseased trabecular meshwork is considered to be the main cause of elevated intraocular pressure (IOP) in open-angle glaucoma and ocular hypertension. Rhopressa ® works by restoring outflow through the trabecular meshwork, while latanoprost increases fluid outflow through a secondary mechanism known as the uveoscleral pathway. In clinical trials of Rocklatan®, the most common adverse reactions were conjunctival hyperemia, corneal verticillata, instillation site pain, and conjunctival hemorrhage.業績と収益の成長予測NasdaqGM:AERI - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2024226-26-241812/31/2023180-64-5661012/31/2022138-123-89-159/30/2022214-3737N/A6/30/2022207-49-50N/A3/31/2022201-69-11-7N/A12/31/2021194-75-102-99N/A9/30/2021104-166-50-47N/A6/30/202195-166-53-50N/A3/31/202186-176-56-53N/A12/31/202083-183-68-65N/A9/30/202083-192-127-114N/A6/30/202082-202-142-130N/A3/31/202079-201-158-144N/A12/31/201970-200-168-150N/A9/30/201960-196-165-155N/A6/30/201948-232-175-160N/A3/31/201935-240-188-160N/A12/31/201824-233-184-153N/A9/30/201810-240-196-147N/A6/30/20182-187-172-125N/A3/31/2018N/A-160-144-109N/A12/31/2017N/A-145-120-93N/A9/30/2017N/A-116-97-86N/A6/30/2017N/A-107-93-86N/A3/31/2017N/A-102-91-85N/A12/31/2016N/A-99-85-80N/A9/30/2016N/A-90-78-75N/A6/30/2016N/A-84N/A-66N/A3/31/2016N/A-80N/A-62N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AERIは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2% ) よりも高い成長率であると考えられます。収益対市場: AERI今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: AERI今後 3 年以内に収益を上げることが予想されます。収益対市場: AERIの収益 ( 19.3% ) US市場 ( 12.6% ) よりも速いペースで成長すると予測されています。高い収益成長: AERIの収益 ( 19.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AERIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance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2022/11/21 23:46終値2022/11/18 00:00収益2022/09/30年間収益2021/12/31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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aerie Pharmaceuticals, Inc. 10 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。16 アナリスト機関Jason Matthew GerberryBofA Global ResearchJohn NewmanCanaccord GenuityYigal NochomovitzCitigroup Inc13 その他のアナリストを表示
Price Target Changed • Nov 16Price target decreased to US$16.88Down from US$18.89, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$15.23. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.
Price Target Changed • Aug 24Price target decreased to US$16.67Down from US$18.78, the current price target is an average from 10 analysts. New target price is 9.8% above last closing price of US$15.18. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.
Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$2.10 to -US$2.33 per share. Revenue forecast unchanged at US$137.5m. Pharmaceuticals industry in the US expected to see average net income decline 0.5% next year. Consensus price target down from US$19.74 to US$18.89. Share price rose 30% to US$15.16 over the past week.
Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.54 to -US$2.10 per share. Revenue forecast steady at US$136.9m. Pharmaceuticals industry in the US expected to see average net income decline 3.6% next year. Consensus price target broadly unchanged at US$18.78. Share price rose 30% to US$11.57 over the past week.
Breakeven Date Change • Apr 27No longer forecast to breakevenThe 8 analysts covering Aerie Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.4m in 2024. New consensus forecast suggests the company will make a loss of US$25.4m in 2024.
Price Target Changed • Apr 27Price target decreased to US$18.88Down from US$22.78, the current price target is an average from 8 analysts. New target price is 156% above last closing price of US$7.37. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$1.61 last year.
お知らせ • Nov 22+ 3 more updatesAerie Pharmaceuticals, Inc. Announces Management ChangesAerie Pharmaceuticals, Inc., on August 23, 2022, entered into an Agreement and Plan of Merger, dated as of August 22, 2022, by and among the Company, Alcon Research, LLC, a Delaware limited liability company, and Lyon Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Paren. On November 21, 2022, the Company completed its merger with Merger Sub pursuant to the terms of the Merger Agreement, whereby Merger Sub merged with and into the Company, with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent. At the Effective Time and pursuant to the terms of the Merger Agreement, the directors of the Company immediately prior to the Effective Time, Raj Kannan, Richard Croarkin, Mechiel (Michael) M. du Toit, David W. Gryska, Peter J. McDonnell, M.D., Benjamin F. McGraw, III, Pharm.D., and Julie McHugh, each resigned and ceased serving as members of the Company’s board of directors and each committee thereof. These resignations were not a result of any disagreement between the Company and the directors on any matter relating to the Company’s operations, policies or practices. Also at the Effective Time and pursuant to the terms of the Merger Agreement, Jonathan Balch, Ian Bell, and Sergio Duplan, the directors of Merger Sub immediately prior to the Effective Time, became the directors of the Company following the consummation of the Merger until the earlier of their death, resignation or removal or until their respective successors are duly elected and qualified. At the Effective Time and pursuant to the terms of the Merger Agreement, the named executive officers of the Company immediately prior to the Effective Time, Raj Kannan, Peter Lang, Casey C. Kopczynski, Ph.D and John W. LaRocca, Esq., each resigned and ceased serving as officers of the Company. Also at the Effective Time and pursuant to the terms of the Merger Agreement, the officers of Merger Sub immediately prior to the Effective Time became the officers of the Company following the consummation of the Merger until the earlier of their death, resignation or removal or until their respective successors are duly elected and qualified. Among those officers, David Endicott, Timothy Stonesifer and Royce Bedward were appointed as President and Chief Executive Officer, Chief Financial Officer, and General Counsel of the Company, respectively.
Price Target Changed • Nov 16Price target decreased to US$16.88Down from US$18.89, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$15.23. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.
Reported Earnings • Nov 05Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.56 loss per share (improved from US$0.86 loss in 3Q 2021). Revenue: US$36.1m (up 23% from 3Q 2021). Net loss: US$26.8m (loss narrowed 32% from 3Q 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates by 5.9%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 24Price target decreased to US$16.67Down from US$18.78, the current price target is an average from 10 analysts. New target price is 9.8% above last closing price of US$15.18. The company is forecast to post a net loss per share of US$2.33 next year compared to a net loss per share of US$1.61 last year.
お知らせ • Aug 24Alcon Inc. (SWX:ALC) entered into a definitive merger agreement to acquire Aerie Pharmaceuticals, Inc. (NasdaqGM:AERI) for approximately $770 million.Alcon Inc. (SWX:ALC) entered into a definitive merger agreement to acquire Aerie Pharmaceuticals, Inc. (NasdaqGM:AERI) for approximately $770 million on August 22, 2022. The purchase price of $15.25 per share represents a premium of 37% to Aerie’s last closing price and represents an equity value of approximately $770 million. Alcon intends to fund the acquisition through short-term and long-term debt. The transaction was approved by the board of directors of Alcon and Aerie. The transaction is anticipated to close in the fourth quarter of 2022, subject to the approval of Aerie’s stockholders and the satisfaction of customary closing conditions, including clearance under the Hart-Scott Rodino Antitrust Improvements Act. The transaction is expected to be accretive to Alcon’s core diluted Earnings Per Share (EPS) in 2024. J.P. Morgan acted as Alcon’s financial advisor for the transaction, and Alcon’s legal advisor was Skadden, Arps, Slate, Meagher & Flom LLP. Goldman Sachs & Co. LLC acted as Aerie’s financial advisor for the transaction, and Aerie’s legal advisor was Fried, Frank, Harris, Shriver & Jacobson LLP.
Major Estimate Revision • Aug 23Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$2.10 to -US$2.33 per share. Revenue forecast unchanged at US$137.5m. Pharmaceuticals industry in the US expected to see average net income decline 0.5% next year. Consensus price target down from US$19.74 to US$18.89. Share price rose 30% to US$15.16 over the past week.
Seeking Alpha • Aug 23Alcon to acquire Aerie Pharmaceuticals at ~$770M, enhancing its ophthalmic pharmaceutical portfolioAlcon (NYSE:ALC) to acquire Aerie Pharmaceuticals (NASDAQ:AERI) in a deal that values Aerie at ~$770M. The purchase price of $15.25/share represents a premium of 37% to Aerie’s last closing price and represents an equity value of ~$770M. The move builds on Alcon’s existing commercial expertise in the estimated $20B global ophthalmic pharmaceutical segment. Through the addition, Alcon will add Rocklatan® and Rhopressa®, and a pipeline of several clinical and preclinical ophthalmic pharmaceutical product candidates. Rocklatan® is a fixed dose combination of the Rho kinase inhibitor, netarsudil, and a prostaglandin F2α analogue, latanoprost, indicated for the reduction of elevated intraocular pressure in patients with open-angle glaucoma or ocular hypertension. Rhopressa® is a Rho kinase inhibitor indicated for the reduction of elevated IOP in patients with open-angle glaucoma or ocular hypertension. In most markets outside the U.S., commercialization rights for both products have been licensed to Santen SA and its affiliates. The transaction is expected to be accretive to Alcon’s core diluted EPS in 2024. The transaction was approved by the board of each company. The deal is anticipated to close in the fourth quarter of 2022. Alcon intends to fund the acquisition through short-term and long-term debt. Separately, Aerie’s most recent financial guidance for total glaucoma franchise net product revenue is $130M-140M for full year 2022.
Seeking Alpha • Aug 15Aerie Pharmaceuticals grants 16.9K stock optionsAerie Pharmaceuticals (NASDAQ:AERI) said one new employee was granted 16.9K stock options which will vest over four years. The company said the award was made outside of its stockholder-approved equity incentive plan and was approved by independent directors as an inducement material to the employee.
Major Estimate Revision • Aug 12Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.54 to -US$2.10 per share. Revenue forecast steady at US$136.9m. Pharmaceuticals industry in the US expected to see average net income decline 3.6% next year. Consensus price target broadly unchanged at US$18.78. Share price rose 30% to US$11.57 over the past week.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: US$0.41 loss per share (up from US$0.84 loss in 2Q 2021). Revenue: US$33.3m (up 23% from 2Q 2021). Net loss: US$19.4m (loss narrowed 50% from 2Q 2021). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Over the next year, revenue is expected to shrink by 24% compared to a 18% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Seeking Alpha • Aug 05Aerie Pharma rises 14% after Q2 result beat on higher glaucoma franchise salesAerie Pharma (NASDAQ:AERI) is trading 14% higher after it reported Q2 result that beat estimates and 2022 net product revenues guidance that were in line with estimates. The company sees total glaucoma franchise net product revenues between $130M to $140M vs $136.90M consensus. It posted loss per share of -$0.32, which beat estimates by $0.23, while revenue rose 22.4% Y/Y to $33.3M. The company also announced that its Investigational New Drug Application submission for AR-14034 in wet age-related macular degeneration is expected in the fourth quarter of 2022. The company had Cash of $184.4M as of June 30.
お知らせ • Aug 02Aerie Pharmaceuticals, Inc. Announces First Participant Dosed in the Comet-3 Study of Ar-15512 for the Treatment of Dry Eye DiseaseAerie Pharmaceuticals, Inc. announced that the first participant has been dosed in the Phase 3 registrational “COMET-3” study to evaluate AR-15512 ophthalmic solution as a treatment for the signs and symptoms of dry eye disease (DED). COMET-3 is the second of three trials in the Phase 3 registrational program for AR-15512. Aerie plans to initiate the last of the trials, the COMET-4 safety study, in the fourth quarter of 2022. Aerie intends to complete the AR-15512 registrational program in 2023 and, assuming clinical success, plans to file a New Drug Application (NDA) with the FDA in 2024. COMET-3 is a randomized, double-masked, vehicle-controlled, multi-center clinical study to evaluate the efficacy and safety of AR-15512, a TRPM8 agonist, in patients with DED. The study is expected to enroll approximately 460 participants at 20 U.S. sites and is identical in design to the COMET-2 study, which began enrolling in May 2022. Study participants will be randomized in a 1:1 ratio to receive either AR-15512 (0.003%) or AR-15512 vehicle as a drop dosed twice daily in each eye for three months. The primary efficacy assessment is tear production, as measured by the unanesthetized Schirmer’s Test (sign), and the key secondary measure is dry eye symptoms based on the Symptom Assessment iN Dry Eye (SANDE) questionnaire. Participants will be evaluated on multiple efficacy and safety assessments at multiple timepoints throughout the study. The AR-15512 Phase 3 registrational program is comprised of three studies, the COMET-2 and COMET-3 efficacy studies and the COMET-4 safety study, that will evaluate AR-15512 (0.003%) compared to AR-15512 vehicle in participants with DED. Enrollment is underway in COMET-2 and COMET-3, which are identical studies, and topline results are expected in the second half of 2023. COMET-4, which is expected to begin in the fourth quarter of 2022, is a 12-month safety study. Aerie will incorporate interim 6-month data from COMET-4 into the NDA filing for AR-15512, which is expected to be submitted in 2024. AR-15512 is a first-in-class TRPM8 agonist which acts as a cold thermoreceptor modulator to stimulate the cold sensing receptors found on the nerve endings that innervate the cornea and eyelids. By stimulating these receptors, AR-15512 leads to natural tear production and a cooling sensation across the surface of the eye that may result in a reduction in dry eye symptoms.
お知らせ • Jul 29Aerie Pharmaceuticals, Inc. to Report Q2, 2022 Results on Aug 04, 2022Aerie Pharmaceuticals, Inc. announced that they will report Q2, 2022 results After-Market on Aug 04, 2022
お知らせ • May 26Aerie Pharmaceuticals Announces First Participant Dosed in the Phase 3 Registrational COMET-2 Study of AR-15512 for the Treatment of Dry Eye DiseaseAerie Pharmaceuticals, Inc. announced that the first participant has been dosed in the Phase 3 registrational “COMET-2” study to evaluate AR-15512 ophthalmic solution as a treatment for the signs and symptoms of dry eye disease (DED). COMET-2 is the first of three trials in the Phase 3 registrational program for AR-15512. Aerie plans to initiate the other two trials in the second half of 2022 in support of a potential New Drug Application (NDA) filing in 2024. COMET-2 is a randomized, double-masked, vehicle-controlled, multi-center clinical study to evaluate the efficacy and safety of AR-15512, a TRPM8 agonist, in patients with DED. The study is expected to enroll approximately 460 participants at 20 U.S. sites. Study participants will receive AR-15512 (0.003%) or AR-15512 vehicle as a drop dosed twice daily in each eye for three months. The primary efficacy assessment is tear production, as measured by the unanesthetized Schirmer test (sign), and the key secondary measure is dry eye symptoms based on the Symptom Assessment iN Dry Eye (SANDE) questionnaire. Participants will be evaluated on multiple efficacy and safety assessments at multiple timepoints throughout the study. Topline results from the COMET-2 study are expected in the second half of 2023. The AR-15512 Phase 3 registrational program is comprised of three studies, the COMET-2 and COMET-3 efficacy studies and the COMET-4 safety study, that will evaluate AR-15512 (0.003%) compared to AR-15512 vehicle in participants with DED. COMET-2, which is currently enrolling, and COMET-3, which is expected to begin in the third quarter of 2022, are identical studies with topline results expected in the second half of 2023. COMET-4, which is expected to begin in the fourth quarter of 2022, is a 12-month safety study. Aerie will incorporate interim 6-month data from COMET-4 into the NDA filing for AR-15512, which is expected to be submitted in 2024. AR-15512 is a first-in-class TRPM8 agonist which acts as a cold thermoreceptor modulator to stimulate the cold sensing receptors found on the nerve endings that innervate the cornea and eyelids. By stimulating these receptors, AR-15512 leads to natural tear production and a cooling sensation across the surface of the eye that may result in a reduction in dry eye symptoms. Dry eye disease affects about 30 million people in the U.S. It is estimated that about 60% of people with DED are diagnosed and less than 10% of patients are treated with prescription medications.1 Current treatment is comprised of over-the-counter “artificial tears” and prescription anti-inflammatories and nasal tear stimulants. The COMET-1 study evaluated two doses of AR-15512 compared to AR-15512 vehicle in 369 participants with DED. As reported in September 2021, the trial did not achieve Aerie’s previously chosen primary endpoints. The study showed a statistically significant, dose-dependent increase in tear production, a validated endpoint acceptable for registration of a product. In addition, AR-15512 demonstrated improvements on multiple validated sign, symptom, and quality of life endpoints across multiple timepoints. Importantly, the study showed that differences between AR-15512 and vehicle responses increased over time, indicating a potential sustained, meaningful treatment effect in DED signs and symptoms. COMET-1 demonstrated a favorable tolerability profile with no systemic or serious adverse events attributed to AR-15512. AR-15512 is a development stage product candidate and is not approved by any regulatory agency.
Reported Earnings • May 06First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: US$0.76 loss per share (up from US$0.91 loss in 1Q 2021). Revenue: US$29.8m (up 30% from 1Q 2021). Net loss: US$35.9m (loss narrowed 14% from 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Over the next year, revenue is expected to shrink by 26% compared to a 7.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 47% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Apr 27No longer forecast to breakevenThe 8 analysts covering Aerie Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.4m in 2024. New consensus forecast suggests the company will make a loss of US$25.4m in 2024.
Price Target Changed • Apr 27Price target decreased to US$18.88Down from US$22.78, the current price target is an average from 8 analysts. New target price is 156% above last closing price of US$7.37. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$1.61 last year.
お知らせ • Apr 27Dr. Gerald D. Cagle to Not Stand for Re-Election as Director of Aerie Pharmaceuticals, IncAerie Pharmaceuticals, Inc.'s Board has determined that Dr. Gerald D. Cagle will not stand for re-election at the Annual Meeting and that effective immediately prior to the Annual Meeting Dr. Cagle will retire as a member of the Board upon the conclusion of his current term.
お知らせ • Mar 07Aerie Pharmaceuticals, Inc. Announces Retirement of Kathleen McGinley as Chief Human Resources Officer and Vice President, Corporate Services, Effective March 31, 2022On March 1, 2022, Kathleen McGinley, the Chief Human Resources Officer and Vice President, Corporate Services of Aerie Pharmaceuticals, Inc., provided notice to the company of her intent to retire from her roles at the Company. Ms. McGinley’s resignation will be effective March 31, 2022 and until that time, among her regular duties, she will assist with an orderly transition of her responsibilities.
お知らせ • Mar 04Aerie Pharmaceuticals, Inc. Announces Executive ChangesOn March 2, 2022, Aerie Pharmaceuticals, Inc. announced that, effective as of March 1, 2022, Benjamin F. McGraw, III, Pharm.D. will conclude his role as Interim Executive Chair of the Board of Directors of the Company and in connection therewith will no longer serve as the Company’s principal financial officer. On the Effective Date, Dr. McGraw, Chair of the Board, will resume his status as an independent director. Also on the Effective Date, the Board designated Raj Kannan, the Company’s Chief Executive Officer, to serve as the Company’s principal financial officer, succeeding Dr. McGraw in such capacity, effective as of the Effective Date. Mr. Kannan will serve in the role of principal financial officer until such time as the Company appoints a new Chief Financial Officer.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$1.61 loss per share (up from US$3.99 loss in FY 2020). Revenue: US$194.1m (up 134% from FY 2020). Net loss: US$74.8m (loss narrowed 59% from FY 2020). Revenue exceeded analyst estimates by 75%. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is expected to shrink by 28% compared to a 21% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Feb 26No longer forecast to breakevenThe 9 analysts covering Aerie Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$20.4m in 2024. New consensus forecast suggests the company will make a loss of US$25.4m in 2024.
お知らせ • Feb 25+ 1 more updateAerie Pharmaceuticals, Inc. Announces Revenue Guidance for the Full Year for 2022Aerie Pharmaceuticals, Inc. provided the full year guidance for 2022, Glaucoma franchise net product revenues: target is $130 million to $140 million, up 16% to 25% versus 2021.
お知らせ • Feb 18Aerie Pharmaceuticals, Inc. to Report Q4, 2021 Results on Feb 24, 2022Aerie Pharmaceuticals, Inc. announced that they will report Q4, 2021 results After-Market on Feb 24, 2022
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 8 analysts covering Aerie Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$34.9m in 2024. Average annual earnings growth of 61% is required to achieve expected profit on schedule.
Board Change • Dec 05Insufficient 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. 5 experienced directors. 1 highly experienced director. Independent Director Peter McDonnell was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.86 loss per share (vs US$0.86 loss in 3Q 2020)The company reported a solid third quarter result with improved revenues and control over costs, although losses were not reduced. Third quarter 2021 results: Revenue: US$29.3m (up 46% from 3Q 2020). Net loss: US$39.7m (flat on 3Q 2020). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 06Price target decreased to US$25.00Down from US$27.27, the current price target is an average from 12 analysts. New target price is 104% above last closing price of US$12.24. Stock is up 16% over the past year. The company is forecast to post a net loss per share of US$3.04 next year compared to a net loss per share of US$3.99 last year.
Reported Earnings • Aug 06Second quarter 2021 earnings released: US$0.84 loss per share (vs US$1.05 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$27.2m (up 51% from 2Q 2020). Net loss: US$38.7m (loss narrowed 20% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.
Executive Departure • Aug 04CFO, Secretary & Treasurer Richard Rubino has left the companyDuring their tenure, earnings grew by 25% annually compared to the industry average of 14%. As of March 2021, Richard still personally held 353.94k shares (US$6.3m worth at the time). Richard is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.04 years.
お知らせ • Jun 18+ 1 more updateAerie Pharmaceuticals Completes Enrollment of its first Phase 3 Clinical Trial of Netarsudil Ophthalmic Solution in JapanAerie Pharmaceuticals, Inc. announced the completion of patient enrollment for its first Phase 3 clinical trial of netarsudil ophthalmic solution in Japan, comparing netarsudil ophthalmic solution 0.02% (“netarsudil”), administered once a day in the evening, to ripasudil hydrochloride hydrate ophthalmic solution 0.4% (“ripasudil”), marketed as Glanatec® in Japan, administered twice a day, in the morning and evening. The first patient to enter this randomized, single-masked, multi-center, parallel-group Phase 3 study was dosed in early December 2020. A total of 245 patients were successfully randomized across the netarsudil and ripasudil treatment arms. The netarsudil arm includes a netarsudil drop in the evening and netarsudil ophthalmic solution vehicle administered in the morning to preserve the masking of the trial. The ripasudil arm is administered twice a day, once in the morning and once in the evening, consistent with the product labeling in Japan. Aerie and Santen Pharmaceutical Co. Ltd. (“Santen”) announced an exclusive collaboration and license agreement for Rhopressa® and Rocklatan® in Japan and several other Asian countries in October 2020. As part of this agreement, Santen is responsible for all development and commercialization costs and activities related to the products in the territories covered by the agreement; however, Aerie and Santen have collaborated for this first Phase 3 study for Rhopressa® in Japan, which they are co-funding.
Breakeven Date Change • May 25Forecast to breakeven in 2024The 12 analysts covering Aerie Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$15.2m in 2024. Average annual earnings growth of 58% is required to achieve expected profit on schedule.
分析記事 • Feb 27Aerie Pharmaceuticals, Inc.'s (NASDAQ:AERI) Path To ProfitabilityWe feel now is a pretty good time to analyse Aerie Pharmaceuticals, Inc.'s ( NASDAQ:AERI ) business as it appears the...
Is New 90 Day High Low • Feb 27New 90-day high: US$18.39The company is up 41% from its price of US$13.00 on 27 November 2020. The American market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$181 per share.
Reported Earnings • Feb 27Full year 2020 earnings released: US$3.99 loss per share (vs US$4.39 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$83.1m (up 19% from FY 2019). Net loss: US$183.1m (loss narrowed 8.3% from FY 2019). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 40%, compared to a 28% growth forecast for the Pharmaceuticals industry in the US.
お知らせ • Feb 19Aerie Pharmaceuticals, Inc. to Report Q4, 2020 Results on Feb 25, 2021Aerie Pharmaceuticals, Inc. announced that they will report Q4, 2020 results After-Market on Feb 25, 2021
分析記事 • Jan 28Who Has Been Selling Aerie Pharmaceuticals, Inc. (NASDAQ:AERI) Shares?We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. The...
Is New 90 Day High Low • Jan 20New 90-day high: US$15.07The company is up 65% from its price of US$9.15 on 21 October 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$171 per share.
お知らせ • Jan 12Aerie Pharmaceuticals Receives European Commission Approval for Roclanda® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005%Aerie Pharmaceuticals, Inc. announced the European Commission (EC) has granted a marketing authorisation for Roclanda® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005% for the reduction of elevated intraocular pressure in adult patients with primary open-angle glaucoma or ocular hypertension for whom monotherapy with a prostaglandin or netarsudil provides insufficient IOP reduction. The marketing authorisation application (MAA) for Roclanda® was accepted for review by the European Medicines Agency (EMA) in January 2020. Aerie received a positive scientific opinion recommending approval of the Roclanda® MAA from the EMA’s Committee for Medicinal Products for Human Use (CHMP) in November 2020. Roclanda® was approved by the U.S. Food and Drug Administration (FDA) in March 2019 under the trade name Rocklatan® for the reduction of elevated intraocular pressure in patients with open-angle glaucoma or ocular hypertension. Rhokiinsa® was granted a marketing authorisation by the EC in November 2019 for the reduction of elevated intraocular pressure in adult patients with primary open-angle glaucoma or ocular hypertension. Rhokiinsa® was approved by the FDA in December 2017 under the trade name Rhopressa® for the reduction of elevated intraocular pressure in patients with open-angle glaucoma or ocular hypertension. The marketing authorisation is valid in all 27 countries of the European Union, plus Iceland, Norway and Liechtenstein. As the EC decision was received after the end of the Brexit transition period, Aerie will complete a further administrative step in order to obtain a license in the United Kingdom. No reexamination of clinical data by the U.K. Medicines and Healthcare Products Regulatory Agency (MHRA) is expected.
分析記事 • Dec 24Aerie Pharmaceuticals (NASDAQ:AERI) Share Prices Have Dropped 76% In The Last Three YearsWhile not a mind-blowing move, it is good to see that the Aerie Pharmaceuticals, Inc. ( NASDAQ:AERI ) share price has...
Is New 90 Day High Low • Dec 19New 90-day high: US$13.18The company is up 8.0% from its price of US$12.20 on 18 September 2020. The American market is up 15% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$167 per share.
分析記事 • Nov 28Is Aerie Pharmaceuticals (NASDAQ:AERI) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Nov 14Aerie Pharmaceuticals, Inc. Receives Positive CHMP Opinion for Roclanda® in the European UnionAerie Pharmaceuticals, Inc. announced the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending approval of the marketing authorisation application (MAA) for Roclanda® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005%. The recommended indication is the reduction of elevated intraocular pressure in adult patients with primary open-angle glaucoma or ocular hypertension for whom monotherapy with a prostaglandin or netarsudil provides insufficient IOP reduction. The CHMP positive opinion is a scientific recommendation for marketing authorisation, which is referred to the European Commission for a final decision on the Company’s MAA. The final decision is expected in approximately two months and will be applicable to all European Union member states plus Iceland, Norway and Liechtenstein.
Is New 90 Day High Low • Nov 12New 90-day high: US$13.05The company is up 3.0% from its price of US$12.71 on 14 August 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$145 per share.
Analyst Estimate Surprise Post Earnings • Nov 08Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 8.1%. Over the next year, revenue is forecast to grow 34%, compared to a 30% growth forecast for the Pharmaceuticals industry in the US.
Reported Earnings • Nov 08Third quarter 2020 earnings released: US$0.86 loss per shareThe company reported a solid third quarter result with reduced losses and improved revenues and control over expenses. Third quarter 2020 results: Revenue: US$20.1m (up 8.3% from 3Q 2019). Net loss: US$39.6m (loss narrowed 20% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 45% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 30Aerie Pharmaceuticals, Inc. Announces Commencement of Comet-1Aerie Pharmaceuticals, Inc. announced the commencement of COMET-1, a Phase 2b clinical trial of AR-15512 (TRPM8 agonist) ophthalmic solution for the treatment of patients with dry eye disease. The COMET-1 trial is a randomized, double-masked, vehicle-controlled trial evaluating the efficacy and safety of AR-15512 (TRPM8 agonist) in patients with dry eye disease. Approximately 360 patients in total are expected to be enrolled. Patients will receive either AR-15512 0.0014%, AR-15512 0.003% or AR-15512 vehicle dosed as one drop twice daily in each eye over three months. The primary efficacy endpoints of the clinical trial are ocular discomfort (symptom) and tear production (sign). Patients will be evaluated on multiple efficacy assessments at days 14, 28 and 84; safety will be assessed at all visits. Topline results from COMET-1 are expected in the third quarter of 2021.
お知らせ • Oct 28Aerie Pharmaceuticals, Inc. to Report Q3, 2020 Results on Nov 05, 2020Aerie Pharmaceuticals, Inc. announced that they will report Q3, 2020 results on Nov 05, 2020
Is New 90 Day High Low • Oct 20New 90-day low: US$9.92The company is down 25% from its price of US$13.26 on 22 July 2020. The American market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$131 per share.
お知らせ • Sep 30Aerie Pharmaceuticals Announces Acceptance of Its Investigational New Drug Application for AR-15512 (TRPM8 Agonist) Eye Drop for Dry Eye DiseaseAerie Pharmaceuticals, Inc. announced that the U.S. Food and Drug Administration (FDA) has reviewed the Investigational New Drug Application (IND) for AR-15512 (TRPM8 agonist) eye drop for dry eye and it is now in effect, allowing Aerie to initiate clinical studies in the treatment of dry eye. Aerie expects to initiate a Phase 2b clinical study in the fourth quarter of 2020. AR-15512, formerly AVX-012, was acquired by Aerie in November 2019 in the acquisition of Avizorex Pharma, S.L., a Spanish ophthalmic pharmaceutical company developing therapeutics for the treatment of dry eye disease. The active ingredient in AR-15512 is a potent and selective agonist of the TRPM8 cold thermoreceptor ion channel that regulates tear production and blink rate. By stimulating these processes, TRPM8 agonists have the potential to restore tear film volume and reduce ocular discomfort in patients with dry eye. Avizorex completed a Phase 2a study in dry eye subjects in 2019 where positive results support the therapeutic potential to treat signs and symptoms of dry eye.
お知らせ • Sep 26Aerie Pharmaceuticals, Inc. Announces Successful Interim 90-Day Topline Data from Its Six-Month Phase 3B Clinical Trial in Europe Known as Mercury 3Aerie Pharmaceuticals, Inc. announced successful interim 90-day topline data from its six-month Phase 3b clinical trial in Europe known as Mercury 3, comparing Roclanda ® to Ganfort®. Roclanda ® is marketed in the United States as Rocklatan® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005%. Ganfort ® is approved for use in Europe but is not approved for use in the United States. Mercury 3 was designed as a non-inferiority trial to compare intraocular pressure (IOP) reduction in patients with open-angle glaucoma or ocular hypertension. Roclanda® met the overall trial objective by demonstrating non-inferiority to Ganfort® across nine of nine timepoints over 90 days. Roclanda® demonstrated consistent IOP reduction throughout the day of approximately 9.5 millimeters of mercury (mmHg) for an average reduction from baseline IOPs of approximately 37 percent. The IOP reductions observed in Mercury 3 exceeded those from both Mercury 1 and Mercury 2. The IOP reduction results for Roclanda® were highly consistent with those of Ganfort®. Incidence of ocular adverse events for Roclanda® were lower than observed in Mercury 1 and Mercury 2. Six-month topline results are expected by early 2021. Mercury 3 was designed as a non-inferiority trial to compare intraocular pressure (IOP) reduction in patients with open angle glaucoma or ocular hypertension. Approximately 430 subjects satisfying inclusion criteria were randomized to one of two arms and received masked study medication once-daily in the evening. The Mercury 3 clinical trial included Roclanda®, which in the United States is marketed as Rocklatan ® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005% and represents a fixed-dose combination of Rhopressa® (netarsudil ophthalmic solution) 0.02% and prostaglandin analog latanoprost. Ganfort® represented the comparator, a fixed-dose combination of prostaglandin analog Lumigan ® and beta blocker timolol. Rocklatan® is the only fixed-dose combination product commercially available in the United States that includes a prostaglandin analog. The Ganfort® fixed-dose combination includes a prostaglandin analog and a beta blocker, and while it is approved for use in Europe, it is not approved for use in the United States. Rocklatan® (netarsudil and latanoprost ophthalmic solution) 0.02%/0.005% is a once-daily eye drop that is a fixed-dose combination of latanoprost, the most widely-prescribed prostaglandin analog (PGA), and netarsudil, the active ingredient in Rhopressa ® (netarsudil ophthalmic solution) 0.02%, a first-in-class Rho kinase (ROCK) inhibitor specifically designed to target the trabecular meshwork (the eye’s principal drainage pathway). The diseased trabecular meshwork is considered to be the main cause of elevated intraocular pressure (IOP) in open-angle glaucoma and ocular hypertension. Rhopressa ® works by restoring outflow through the trabecular meshwork, while latanoprost increases fluid outflow through a secondary mechanism known as the uveoscleral pathway. In clinical trials of Rocklatan®, the most common adverse reactions were conjunctival hyperemia, corneal verticillata, instillation site pain, and conjunctival hemorrhage.