Loading...
AVDL logo

Avadel Pharmaceuticals plcNasdaqGM:AVDL 株式レポート

時価総額 US$2.1b
株価
US$21.64
US$23
5.9% 割安 内在価値ディスカウント
1Y151.3%
7D-0.2%
ポートフォリオ価値
表示

Avadel Pharmaceuticals plc

NasdaqGM:AVDL 株式レポート

時価総額:US$2.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Avadel Pharmaceuticals(AVDL)株式概要

アバデル・ファーマシューティカルズは米国でバイオ医薬品会社として事業を展開している。 詳細

AVDL ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長5/6
過去の実績0/6
財務の健全性6/6
配当金0/6

AVDL Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Avadel Pharmaceuticals plc 競合他社

価格と性能

株価の高値、安値、推移の概要Avadel Pharmaceuticals
過去の株価
現在の株価US$21.64
52週高値US$23.57
52週安値US$6.38
ベータ0
1ヶ月の変化0.74%
3ヶ月変化-8.15%
1年変化151.34%
3年間の変化n/a
5年間の変化n/a
IPOからの変化27.29%

最新ニュース

ナラティブの更新 Feb 03

AVDL: Revised Acquisition Terms And CVR Structure Will Shape Future Risk Balance

Analysts lifted their price target on Avadel Pharmaceuticals to $22.50 from $20, citing improved acquisition terms and updated deal expectations as the key reasons for the change. Analyst Commentary Recent research highlights how the evolving acquisition proposals around Avadel Pharmaceuticals are shaping valuation views and risk assessments for investors following the stock.
ナラティブの更新 Jan 20

AVDL: Alkermes Cash Deal And CVR Structure Will Define Limited Upside

Analysts lifted their fair value estimate for Avadel Pharmaceuticals to $18.50 from $16.00, citing updated acquisition terms, improved contingent value right economics, and revised assumptions around margins and future P/E multiples following recent Street research. Analyst Commentary Recent Street research around Avadel Pharmaceuticals has shifted toward a more balanced and, in several cases, more cautious stance as the Alkermes acquisition framework has taken shape.
ナラティブの更新 Jan 06

AVDL: Cash Deal Terms And CVR Outcome Will Shape Future Returns

Analysts kept their fair value estimate for Avadel Pharmaceuticals at $23.00 per share while adjusting key assumptions, citing the updated Alkermes and Lundbeck proposals and evolving views on Lumryz royalties and contingent value right terms as the main drivers of the new target range around recent Street marks near $20.00 to $22.50. Analyst Commentary Recent Street research around Avadel Pharmaceuticals has centered on the competing acquisition proposals from Alkermes and Lundbeck, as well as the value of Lumryz royalties and the contingent value right, or CVR, tied to potential future approvals.
ナラティブの更新 Dec 19

AVDL: Cash Deal And Contingent Payout Will Shape Future Returns

Analysts have trimmed their price target on Avadel Pharmaceuticals to $23.00 from about $31.47, reflecting updated assumptions for slightly higher risk, stronger revenue growth, and sharply improved profitability metrics in light of the evolving Alkermes acquisition dynamics and Lumryz-driven cash flow profile. Analyst Commentary Across recent research notes, bullish analysts acknowledge that headline price targets for Avadel are now clustered in the high teens to low twenties, reflecting the proposed acquisition by Alkermes and the embedded value of the contingent value right tied to Lumryz milestones.

Recent updates

ナラティブの更新 Feb 03

AVDL: Revised Acquisition Terms And CVR Structure Will Shape Future Risk Balance

Analysts lifted their price target on Avadel Pharmaceuticals to $22.50 from $20, citing improved acquisition terms and updated deal expectations as the key reasons for the change. Analyst Commentary Recent research highlights how the evolving acquisition proposals around Avadel Pharmaceuticals are shaping valuation views and risk assessments for investors following the stock.
ナラティブの更新 Jan 20

AVDL: Alkermes Cash Deal And CVR Structure Will Define Limited Upside

Analysts lifted their fair value estimate for Avadel Pharmaceuticals to $18.50 from $16.00, citing updated acquisition terms, improved contingent value right economics, and revised assumptions around margins and future P/E multiples following recent Street research. Analyst Commentary Recent Street research around Avadel Pharmaceuticals has shifted toward a more balanced and, in several cases, more cautious stance as the Alkermes acquisition framework has taken shape.
ナラティブの更新 Jan 06

AVDL: Cash Deal Terms And CVR Outcome Will Shape Future Returns

Analysts kept their fair value estimate for Avadel Pharmaceuticals at $23.00 per share while adjusting key assumptions, citing the updated Alkermes and Lundbeck proposals and evolving views on Lumryz royalties and contingent value right terms as the main drivers of the new target range around recent Street marks near $20.00 to $22.50. Analyst Commentary Recent Street research around Avadel Pharmaceuticals has centered on the competing acquisition proposals from Alkermes and Lundbeck, as well as the value of Lumryz royalties and the contingent value right, or CVR, tied to potential future approvals.
ナラティブの更新 Dec 19

AVDL: Cash Deal And Contingent Payout Will Shape Future Returns

Analysts have trimmed their price target on Avadel Pharmaceuticals to $23.00 from about $31.47, reflecting updated assumptions for slightly higher risk, stronger revenue growth, and sharply improved profitability metrics in light of the evolving Alkermes acquisition dynamics and Lumryz-driven cash flow profile. Analyst Commentary Across recent research notes, bullish analysts acknowledge that headline price targets for Avadel are now clustered in the high teens to low twenties, reflecting the proposed acquisition by Alkermes and the embedded value of the contingent value right tied to Lumryz milestones.
ナラティブの更新 Dec 05

AVDL: Acquisition And CVR Milestones Will Define Balanced Risk Reward Profile

Analysts have nudged our fair value estimate for Avadel Pharmaceuticals slightly lower, from $21.06 to $20.94 per share, as they balance modestly reduced long term multiple assumptions with the evolving acquisition landscape and contingent value right dynamics highlighted in recent research. Analyst Commentary Street research reflects a more balanced, wait and see stance on Avadel as the Alkermes transaction and competing interest from Lundbeck reshape the risk reward profile.
ナラティブの更新 Nov 21

AVDL: Competing Acquisition Proposals Will Shape Outcomes Amid Industry Uncertainty

Analysts have raised their fair value estimate for Avadel Pharmaceuticals from $19.13 to $21.06 per share. They cite improving profit margins and stronger near-term acquisition prospects as key factors behind the upward revision.
ナラティブの更新 Nov 05

AVDL: Future Acquisition to Reshape Sleep Disorder Market Amid Shifting Competitive Risks

Analysts have lowered their price target for Avadel Pharmaceuticals from $20.90 to $19.13 per share. This change reflects recent acquisition agreements and shifting perspectives on the company’s long-term growth prospects.
Seeking Alpha Oct 23

Avadel Settles With Jazz Pharmaceuticals, Gets Acquired By Alkermes

Summary Avadel Pharmaceuticals plc settled all disputes with Jazz Pharmaceuticals plc, paving the way for its acquisition by Alkermes plc for up to $20/share. The settlement grants AVDL $90 million in cash, freedom to operate globally with Lumryz, and eliminates a significant legal overhang. ALKS benefits from immediate earnings accretion, revenue diversification, and a strengthened position in sleep disorder treatments with Lumryz. JAZZ avoids billion-dollar-plus damages, secures modest royalties on Lumryz, and delays competition in idiopathic hypersomnia until 2028. Read the full article on Seeking Alpha
ナラティブの更新 Oct 22

Analysts Adjust Avadel Pharmaceuticals Price Target Amid Acquisition and Ongoing Market Developments

Analysts have lowered their price target for Avadel Pharmaceuticals to $20 from previous higher levels. They cite the pending acquisition by Alkermes at $18.50 per share, plus a potential $1.50 contingent cash right, as the primary driver behind the adjustment.
ナラティブの更新 Oct 08

Rising Awareness Of Sleep Disorders Will Drive Future Demand

Analysts have raised their price target for Avadel Pharmaceuticals from $20.30 to $20.90, citing continued commercial momentum for Lumryz. However, they note this optimism is tempered by competitive and market uncertainties.
ナラティブの更新 Sep 23

Rising Awareness Of Sleep Disorders Will Drive Future Demand

Analysts marginally raised Avadel Pharmaceuticals’ price target to $20.30, citing strong commercial execution and growing Lumryz adoption, while noting competitive risks may limit upside. Analyst Commentary Bullish analysts highlight that commercial investments are delivering tangible benefits, evidenced by improved persistency and an expanding number of reimbursed Lumryz patients.
ナラティブの更新 Sep 08

Rising Awareness Of Sleep Disorders Will Drive Future Demand

Analysts have raised Avadel Pharmaceuticals' fair value target from $19.00 to $20.20, citing improved commercial execution for Lumryz and pipeline expansion opportunities, though some caution over competition and valuation is noted. Analyst Commentary Bullish analysts highlight commercial execution gains, with improved persistency trends and increasing reimbursed Lumryz patient counts driving revenue upside.
ナラティブの更新 Aug 24

Rising Awareness Of Sleep Disorders Will Drive Future Demand

The upward revision in Avadel Pharmaceuticals' consensus price target reflects improved revenue growth expectations and a modest increase in future P/E, resulting in a new fair value estimate of $19.12. What's in the News Avadel Pharmaceuticals raised full-year 2025 revenue guidance to $265–$275 million and projected Q3 2025 net product revenue of $71–$75 million.
分析記事 Aug 10

Results: Avadel Pharmaceuticals plc Exceeded Expectations And The Consensus Has Updated Its Estimates

NasdaqGM:AVDL 1 Year Share Price vs Fair Value Explore Avadel Pharmaceuticals's Fair Values from the Community and...
ナラティブの更新 Aug 09

Rising Awareness Of Sleep Disorders Will Drive Future Demand

Despite a notable reduction in consensus revenue growth forecasts, the analyst price target for Avadel Pharmaceuticals has increased slightly to $18.00. What's in the News Avadel Pharmaceuticals raised full-year 2025 revenue guidance to $265–$275 million and expects Q3 net product revenue of $71–$75 million.
分析記事 Aug 02

A Piece Of The Puzzle Missing From Avadel Pharmaceuticals plc's (NASDAQ:AVDL) 26% Share Price Climb

Avadel Pharmaceuticals plc ( NASDAQ:AVDL ) shareholders have had their patience rewarded with a 26% share price jump in...
分析記事 Jun 10

Is Avadel Pharmaceuticals (NASDAQ:AVDL) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
User avatar
新しいナラティブ May 04

LUMRYZ And REVITALYZ Trials Will Unlock Future Value

LUMRYZ's strong market penetration and $1 billion opportunity hint at future revenue growth, with competitive advantage over peers.
分析記事 May 04

Market Participants Recognise Avadel Pharmaceuticals plc's (NASDAQ:AVDL) Revenues Pushing Shares 28% Higher

Avadel Pharmaceuticals plc ( NASDAQ:AVDL ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha Feb 11

Avadel Pharmaceuticals: Moving To A Speculative Buy

Summary Avadel Pharmaceuticals' primary asset, LUMRYZ, treats narcolepsy and is in Phase 3 trials for Idiopathic Hypersomnia, with significant revenue growth potential. Recent news includes the resignation of the Chief Commercial Officer, strong Q4 revenue growth, and a push from ASL Strategic Value Fund for strategic alternatives. Analysts are universally positive, with multiple Buy ratings and price targets ranging from $12 to $22, despite some downward revisions. Avadel has a solid balance sheet, no long-term debt, and insiders are accumulating shares, making it a speculative buy with potential for a profitable buyout. Read the full article on Seeking Alpha
分析記事 Feb 07

The Price Is Right For Avadel Pharmaceuticals plc (NASDAQ:AVDL) Even After Diving 26%

Unfortunately for some shareholders, the Avadel Pharmaceuticals plc ( NASDAQ:AVDL ) share price has dived 26% in the...
分析記事 Jan 13

Is Avadel Pharmaceuticals (NASDAQ:AVDL) Using Debt In A Risky Way?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Dec 01

The Price Is Right For Avadel Pharmaceuticals plc (NASDAQ:AVDL) Even After Diving 27%

The Avadel Pharmaceuticals plc ( NASDAQ:AVDL ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Nov 22

Avadel Pharmaceuticals: Despite My Sympathies For The Company, Stock Looks Risky

Summary Avadel Pharmaceuticals plc's Lumryz, a superior alternative to Jazz's Xyrem, faces legal hurdles and market challenges despite winning key lawsuits and FDA approval. Financially, Avadel has a market cap of $1.04bn, $65.8mn cash, and increasing revenue, but high SG&A expenses and a weak cash position. Jazz's legal actions and the shrinking narcolepsy market limit Lumryz's revenue potential, raising concerns about Avadel's long-term viability. Despite supporting Avadel as a company, I recommend avoiding AVDL stock due to significant risks and financial challenges. Read the full article on Seeking Alpha
分析記事 Oct 16

Avadel Pharmaceuticals plc's (NASDAQ:AVDL) P/S Still Appears To Be Reasonable

When you see that almost half of the companies in the Pharmaceuticals industry in the United States have price-to-sales...
分析記事 Sep 10

Health Check: How Prudently Does Avadel Pharmaceuticals (NASDAQ:AVDL) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Sep 03

Avadel Pharmaceuticals: The Oxybate War With Jazz Waxes On

Summary Avadel shareholders have enjoyed impressive gains of approximately 77% since my last article, reflecting positive developments in the company's performance. The article provides a comprehensive review of Avadel's progress and how it is faring against Jazz Pharmaceuticals in the oxybate market. Despite its lack of a conventional pipeline, the peak sales potential of LUMRYZ in its approved indication supports a speculative Buy rating for Avadel stock. Read the full article on Seeking Alpha
Seeking Alpha Jun 16

Avadel Pharmaceuticals: Inflection Point Ahead

Summary Avadel Pharmaceuticals is a small-cap biopharma company headquartered in Dublin, Ireland. The company's primary asset is LUMRYZ, which has the potential to be a 'best of breed' compound in a large market. Currently, Avadel is locked in a pivotal litigation battle with Jazz Pharmaceuticals, which it looks more and more likely to prevail. This sets up a potential key inflection point for the company and its shareholders. An updated analysis around Avadel Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Apr 02

Avadel Pharmaceuticals: A Deep Dive Into Lumryz's Once-Nightly Revolution

Summary Avadel Pharmaceuticals reports strong Q4 2023 earnings for Lumryz, its once-nightly formulation of sodium oxybate for narcolepsy. Lumryz fills a significant gap in narcolepsy treatment by offering a more patient-friendly dosing schedule and improving compliance and patient outcomes. Legal developments, including a favorable jury ruling on patent litigation, reduce legal overhang and instill investor confidence in Avadel's ability to navigate challenges. We maintain a buy rating moving into 2024. Read the full article on Seeking Alpha
Seeking Alpha Mar 05

Avadel Pharmaceuticals: Robust Launch Of Lumryz And Eased Litigation Overhang

Summary Avadel's stock rose 51% post-buy recommendation, buoyed by Q4 earnings and a favorable royalty rate judgment versus Jazz Pharmaceuticals. Lumryz's market penetration and unique once-nightly dosing advantage are driving optimistic revenue forecasts and operational breakeven projections. A court ruling on the patent dispute awarded Avadel a manageable 3.5% royalty to Jazz, significantly less than the feared 27%. Recommends buying AVDL due to its strategic market position, financial health, and recent legal victory, despite high cash burn and ongoing litigation risks. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

Avadel Pharmaceuticals: Strong Launch Of Lumryz With A Legal Risk Backdrop

Summary Avadel Pharmaceuticals has made good progress with the launch of Lumryz, enrolling 1,900 patients and generating $19 million in Q4 net sales. Legal risks from competitor Jazz Pharmaceuticals remain a concern, with ongoing litigation and the potential for Lumryz to be pulled from the market. Lumryz can capture a significant portion of the narcolepsy market and expand into idiopathic hypersomnia. Risk-reward looks favorable for the long side, although the tail legal risk should not be neglected, even if Jazz's attempts look desperate. Read the full article on Seeking Alpha
分析記事 Jan 16

Is Avadel Pharmaceuticals (NASDAQ:AVDL) Weighed On By Its Debt Load?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Jan 11

Avadel May Continue To Outperform With Positive Launch Momentum

Summary Avadel Pharma's launch of its product LUMRYZ is expected to drive the company's stock performance. LUMRYZ appears to have momentum and is differentiated from current narcolepsy treatments. The potential revenue for Avadel from LUMRYZ could ultimately range from $500 million to $2 billion, depending on market share and expansion into new indications. If things continue to go well, that might drive the share price beyond current levels on a multi-year view, but execution risks do remain. Read the full article on Seeking Alpha
分析記事 Sep 22

Is Avadel Pharmaceuticals (NASDAQ:AVDL) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

株主還元

AVDLUS PharmaceuticalsUS 市場
7D-0.2%-0.1%-0.3%
1Y151.3%38.7%26.7%

業界別リターン: AVDL過去 1 年間で38.7 % の収益を上げたUS Pharmaceuticals業界を上回りました。

リターン対市場: AVDL過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。

価格変動

Is AVDL's price volatile compared to industry and market?
AVDL volatility
AVDL Average Weekly Movement2.1%
Pharmaceuticals Industry Average Movement10.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: AVDL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AVDLの 週次ボラティリティ ( 2% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
2015188n/awww.avadel.com

アバデル・ファーマシューティカルズは、米国でバイオ医薬品会社として事業を展開している。同社の主要製品候補はオキシベートナトリウム製剤であるLUMRYZで、7歳以上のナルコレプシー患者におけるカタプレキシーまたは日中の過度の眠気の治療薬として第3相臨床試験中である。同社は以前はFlamel Technologies SAとして知られていたが、2017年1月にAvadel Pharmaceuticals plcに社名を変更した。アバデル・ファーマシューティカルズplcは2015年に法人化され、アイルランドのダブリン2に本社を置いている。2026年2月12日現在、アバデル・ファーマシューティカルズplcはアルカーメスplcの子会社として営業している。

Avadel Pharmaceuticals plc 基礎のまとめ

Avadel Pharmaceuticals の収益と売上を時価総額と比較するとどうか。
AVDL 基礎統計学
時価総額US$2.12b
収益(TTM)-US$278.00k
売上高(TTM)US$248.52m
8.5x
P/Sレシオ
-7,640x
PER(株価収益率

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
AVDL 損益計算書(TTM)
収益US$248.52m
売上原価US$12.64m
売上総利益US$235.88m
その他の費用US$236.16m
収益-US$278.00k

直近の収益報告

Sep 30, 2025

次回決算日

該当なし

一株当たり利益(EPS)-0.0028
グロス・マージン94.91%
純利益率-0.11%
有利子負債/自己資本比率35.5%

AVDL の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/02/14 11:22
終値2026/02/11 00:00
収益2025/09/30
年間収益2024/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Avadel Pharmaceuticals plc 8 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。8

アナリスト機関
James MolloyBrean Capital Historical (Janney Montgomery)
Jason ButlerCitizens JMP Securities, LLC
Chase KnickerbockerCraig-Hallum Capital Group LLC