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BELLUS Health Inc.NasdaqGS:BLU 株式レポート

時価総額 US$1.9b
株価
n/a
US$11.15
該当なし内在価値ディスカウント
1Y47.1%
7D0%
1D
ポートフォリオ価値
​
表示

BELLUS Health Inc.

NasdaqGS:BLU 株式レポート

時価総額：US$1.9b

This company has been acquired

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

BELLUS Health（BLU）株式概要

BELLUS Health Inc., a clinical-stage biopharmaceutical company, develops therapeutics for the treatment of refractory chronic cough (RCC) and other cough hypersensitivity indications. 詳細

BLU ファンダメンタル分析
スノーフレーク・スコア
評価1/6
将来の成長2/6
過去の実績0/6
財務の健全性6/6
配当金0/6

報酬

収益は年間69%増加すると予測されています

リスク分析

収益が 100 万ドル未満 ( $15K )

US市場と比較して、過去 3 か月間の株価の変動が非常に大きい

過去1年間で株主の希薄化が進んだ

現在は利益が出ておらず、今後3年間で利益が出る見込みはない


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BELLUS Health Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要BELLUS Health
過去の株価
現在の株価CA$14.74
52週高値CA$14.76
52週安値CA$6.38
ベータ-0.28
1ヶ月の変化1.24%
3ヶ月変化104.72%
1年変化47.11%
3年間の変化24.60%
5年間の変化867.73%
IPOからの変化-98.95%

最新ニュース

Recent updates

Seeking Alpha • Sep 07

Bellus: Expected Phase 3 Start Makes This A Long-Term Play

Summary BELLUS Health intends to initiate two phase 3 studies in Q4 of 2022; these will be CALM-1 and CALM-2 studies using BLU-5937 for treatment of patients with refractory chronic cough. Final results from the phase 3 CALM-1 and CALM-2 studies using BLU-5937 for treatment of patients with refractory chronic cough are expected 2nd half of 2024. Initiation of a phase 1 study using a once-daily extended release formulation of BLU-5937 for refractory chronic cough is expected in Q4 of 2022. BELLUS has pro forma cash of $384.6 million, which it believes is enough to fund its operations into the 2nd half of 2025. BELLUS Health Inc. (BLU) is a great long-term biotech play to look into. The reason why I state that is because it intends to initiate two phase 3 studies in Q4 of 2022 known as CALM-1 and CALM-2. It will be using its drug BLU-5937 for the treatment of patients with refractory chronic cough ((RCC)). The reason why it is able to advance this program is because of a positive end-of-phase 2 meeting with the FDA. Investors may have to wait a bit to see the final results of the phase 3 studies, because final results won't be released until the 2nd half of 2024. However, the company just raised additional cash in July 2022, and it believes it has enough to fund its operations into the 2nd half of 2025. This should be enough to carry it through the data readouts from both of the CALM-1 and CALM-2 studies. Even better, the use of the CALM program can be used for potential approval in the U.S. and the European Union. With so much time until the results, it might even be prudent to wait and see two conditions before buying in. First, the market conditions don't worsen, especially with already two negative quarters of GDP. Plus, the fact that even though it states it has enough cash until then, I believe it may need to raise additional cash again at least once before it runs out in 2025. This may give one an entry point if they intend to wait and see if the stock does pull back a bit, because of these two conditions. Still, looking at it from a long-term perspective, I believe that this offers significant value. Success With End-Of-Phase 2 Meeting Brings Advancement To Phase 3 BELLUS Health has already completed a successful end of phase 2 meeting with the FDA recently for the use of BLU-5937 for the treatment of patients with refractory chronic cough ((RCC)). Not only that but it has already received guidance from the European Medicines Agency ((EMA)) as well. With both of these steps having been done, it has decided how it will design both of its CALM-1 and CALM-2 studies. Both of these phase 3 studies are going to be using BLU-5937 for the treatment of patients with RCC and will be initiated in Q4 of 2022. I believe that the launching of these studies may act as a catalyst for the stock. Not as much as when clinical results are released but the stock may react to such news. A chronic cough is a type of cough that lasts for 8 weeks or more in adults and then roughly about 4 weeks in children. Consider that this type of disease is not just a hassle to deal with, but also that it may cause substantial health problems. Such health problems these patients have to go through: Interruption of sleep Feeling exhausted and out of breath Vomiting after excessive cough Feeling lightheaded Rib fractures occurring It is a large market and if BELLUS can find a way to help these patients experience relief it could make a lot of revenues. The global chronic cough market is expected to reach $9.85 billion by 2027. This is a pretty good amount of potential revenue for a first indication for it. The phase 3 studies will consist of a primary endpoint dealing with 24-hour cough frequency measured at 12 and 24 weeks. How will cough frequency be counted for this study to be adequate? Well, there will be the use of VitaloJAK cough monitoring system. It has been a device used in research since 2005 and in phase 2/phase 3 studies globally since 2014. The reason why BELLUS Health got the meeting that it did with the FDA and talks with the EMA, is because of the positive results it achieved in the phase 2b SOOTHE study that was completed. In this study, it achieved statistical significance of the primary endpoint having achieved 34% placebo-adjusted reduction in 24-hour cough frequency observed with a p-value of p ≤ 0.005 at day 28. Not only did it achieve the primary endpoint for this study, but it did so with low rates of taste-related adverse events with all doses. The percentage of taste-related adverse events was ≤6.5%. There is another small catalyst expected in Q4 of 2022. This involves the initiation of a phase 1 study which will look at once-daily extended release formulation of BLU-5937. It remains to be seen if this extended release formulation will do better, but it does give the biotech a chance at expanding its potential in treating patients with refractory chronic cough. Financials According to the 6-K SEC Filing, BELLUS Health had cash, cash equivalents and short-term investments totaling $220.1 million as of June 30, 2022. However, as I stated in the beginning above, it was able to raise cash in July 2022 with an offering. It enacted an offering of its common shares, resulting in the net proceeds of $176 million, including the full exercise of the over-allotment option. Thus, including the recent July 2022 cash raise, it has pro forma cash of $384.6 million. Based on the cash on hand, it believes it can fund its operations to the 2nd half of 2025. This might be enough to carry it through the data readouts of both phase 3 CALM studies, which are expected in the 2nd half of 2024. As I stated above, I believe that it may need to raise cash again before the expected data readouts. While I don't believe it will be done early, I think it may need to raise cash again at least by the end of 2024/early 2025 as my estimate. The only way it would need to raise cash earlier than expected is if it enacts another strategic transaction that is not yet known. Other than that, I think it does have enough cash for a few years. Risks To Business
Seeking Alpha • Jul 12

BELLUS details late-stage plans for cough candidate after FDA meeting

Following an End-of-Phase 2 with the FDA, Canadian biotech BELLUS Health (NASDAQ:BLU) announced plans to conduct two pivotal trials as part of its Phase 3 development for lead candidate BLU-5937 in refractory chronic cough (“RCC”). The CALM-1 and CALM-2 studies will be designed to evaluate the efficacy, safety and tolerability of BLU-5937 in nearly 675 adult patients. The company plans to enroll the first patient in 4Q 2022 for the two placebo-controlled studies, which will run parallelly testing 25 mg BID, 50 mg BID doses of BLU-5937. The primary endpoints of CALM-1 and CALM-2 are 24H cough frequency measured at 12-weeks and 24-weeks, respectively. Topline data from CALM-1 are expected in 2H 2024. Read: Bellus (BLU) shares climbed in December after the company announced favorable mid-stage data for BLU-5937 in RCC.
Seeking Alpha • Dec 14

BELLUS Proof Of Data In Chronic Cough Using BLU-5937 Brings Hope To Patients

BELLUS achieved primary endpoint of phase 2b SOOTHE study using BLU-5937 in patients with refractory chronic cough. An end of phase 2b meeting with the FDA for BLU-5937 in refractory chronic cough is expected in Q2 of 2022, with phase 3 study likely to start in 2nd half of 2022. The global chronic cough market is expected to reach $9.85 billion by 2027. Merck, Bayer AG and others have similar types of P2X3 drugs, but BELLUS may possibly have an advantage on tolerability/taste alterations profile.
Seeking Alpha • Aug 27

Bellus Health - Betting Big On Chronic Cough Treatment

Bellus’ lead drug candidate, BLU-5937, has the potential to capture significant market share if the drug attains commercialization. Bellus has adequate cash on its books, lasting until at least the duration of 2022. The company has no long-term debt. Bellus claims 100% ownership of the intellectual property rights for both BLU-5937 and related P2X3 antagonists. Assuming a base case revenue of $320 million in the year 2028 and a P/S ratio of 6.0x, the company’s intrinsic value comes out to be $774 million or $9.80 per share, indicating an upside close to 3x.

株主還元

BLUUS BiotechsUS 市場
7D0%-0.9%-2.4%
1Y47.1%25.7%21.5%

業界別リターン: BLU過去 1 年間で25.7 % の収益を上げたUS Biotechs業界を上回りました。

リターン対市場: BLU過去 1 年間で21.5 % の収益を上げたUS市場を上回りました。

価格変動

Is BLU's price volatile compared to industry and market?
BLU volatility
BLU Average Weekly Movement28.0%
Biotechs Industry Average Movement10.6%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

安定した株価: BLUの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: BLUの 週次ボラティリティ は、過去 1 年間で15%から28%に増加しました。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
199374Roberto Belliniwww.bellushealth.com

BELLUS Health Inc. 基礎のまとめ

BELLUS Health の収益と売上を時価総額と比較するとどうか。
BLU 基礎統計学
時価総額US$1.87b
収益（TTM）-US$86.79m
売上高(TTM)US$15.00k
Over9,999x
P/Sレシオ
-21.5x
PER（株価収益率

BLU は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
BLU 損益計算書（TTM）
収益US$15.00k
売上原価US$0
売上総利益US$15.00k
その他の費用US$86.80m
収益-US$86.79m

直近の収益報告

Mar 31, 2023

次回決算日

該当なし

一株当たり利益（EPS）-0.68
グロス・マージン100.00%
純利益率-578,586.67%
有利子負債／自己資本比率0%

BLU 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2023/06/28 07:30
終値2023/06/28 00:00
収益2023/03/31
年間収益2022/12/31

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やYoutubeのチュートリアルも掲載しています。

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

業界およびセクターの指標

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

アナリスト筋

BELLUS Health Inc. 3 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。11

アナリスト機関
Brian SkorneyBaird
Justin ZelinBTIG
Pooya HemamiEdison Investment Research