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Epizyme（EPZM）株式概要
Epizyme, Inc., a commercial-stage biopharmaceutical company, discovers, develops, and commercializes novel epigenetic medicines for patients with cancer and other diseases in the United States. 詳細
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Epizyme, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1.47 |
| 52週高値 | US$5.80 |
| 52週安値 | US$0.41 |
| ベータ | -0.42 |
| 1ヶ月の変化 | -0.68% |
| 3ヶ月変化 | 182.37% |
| 1年変化 | -72.78% |
| 3年間の変化 | -89.29% |
| 5年間の変化 | -89.54% |
| IPOからの変化 | -93.61% |
最新ニュース
Seeking Alpha • Aug 09
Epizyme GAAP EPS of -$0.21, revenue of $27.5M
Epizyme press release (NASDAQ:EPZM): Q2 GAAP EPS of -$0.21. Revenue of $27.5M (+111.4% Y/Y).Seeking Alpha • Jul 05
Epizyme Acquisition By Ipsen: CVR Value
Epizyme’s approved drug Tazverik revenue disappointed investors. Ipsen will pay $1.45 per share for Epizyme stock, plus a CVR. Any speculation at this point is about the value of the CVR. Epizyme (EPZM) graduated to being a commercial pharmaceutical company in 2020 when the FDA approved its cancer drug Tazverik. Sales never lived up to expectations, leaving Epizyme in a difficult situation in this time when raising capital for biotechnology research and development has largely dried up. Ipsen S. A. (IPSEY) has announced a plan to acquire Epizyme. The cash tender price is $1.45 per share. The stock closed on July 1 at $1.48 per share. The remaining question for Epizyme shareholders (including me), or for anyone wishing to speculate in the stock before the acquisition is completed, is the value of the CVRs (Contingent Value Rights). The focus of this article will be on possible outcomes for the CVRs. First, to inform that discussion, I will recap Epizyme history, particularly Tazverik sales figures. History highlights for Epizyme and Tazverik Epizyme was formed in 2007 to focus on epigenetic medicines. Epigenetics is a relatively new field that explores the turning on and off of genes by developmental processes, sometimes including across generations. Its lead therapy was Tazemetostat, an EZH2 inhibitor, and its first target was epithelioid sarcoma. Having been given both accelerated approval and orphan drug designation by the FDA, it reported positive Phase 2 results in October 2018. In January 2020 the FDA granted Tazverik accelerated approval for patients with epithelioid sarcoma, when it was metastatic or locally advanced and not eligible for complete resection. On January 22, 2020, the price of Epizyme stock hit $26.72 per share. That would be its all-time high. [Let that be a lesson to us all.] In December 2019 Epizyme submitted a New Drug Application to the FDA for treating a more common indication, follicular lymphoma, with Tazverik. Meanwhile, sales for the sarcoma indication got off to a slow start, largely because not that many patients fell within the label. But in June 2020 the FDA approved Tazverik for relapsed/refractory follicular lymphoma. The label narrowed the window to those patients who had an EZH2 mutation and had already received two prior systemic therapies, and those who had no satisfactory alternative treatment options. While follicular lymphoma is a relatively common cancer, third and fourth line patients with an EZH2 mutation are relatively few in number. In addition, other therapies competed in the third line market. Quarter after quarter revenue results were released, and they missed expectations that had been set by management. Here are revenue figures since Tazverik was approved: Quarter Revenue ($ millions) Q1 2020 $1.4 Q2 2020 2.5 Q3 2020 3.6 Q4 2020 8.4 Q1 2021 7.6 Q2 2021 13.0 Q3 2021 5.2 Q4 2021 11.6 Q1 2022 8.7 Table compiled by author from Seeking Alpha EPZM financials While there was an upward trend over time, we seem to be at about a $40 million annual revenue rate. Operating expenses were far larger, so cash balances kept declining. Meanwhile, at conferences, management continued to assert that Tazverik represents a multi-billion-dollar global market opportunity. In addition, there should be value in the platform and the rest of the pipeline. But with biotech out of favor this last year with investors, raising money to finance operations to get to this possible future apparently became too difficult. There was a common stock offering that raised $79.5 million in January 2022, but as the price of the stock continued to fall, the amount of dilution needed to raise funds looked like a bad proposition. At the end of Q1 2022 Epizyme still had $200 million in cash and believed its runway would last until Q3 2023. Meanwhile the stock hit a 52-week low of $0.41 per share. CVR details We know investors will get $1.45 per share. That is way better than the 52-week low of $0.41 per share, but also way below the 52-week high of $7.94 per share. That part of the offer values the company at $247 million. Each share will receive one CVR. If Tazverik achieves of $250 million in aggregate net sales (excluding in Japan and Greater China) in any period of four consecutive quarters, by 31 December 2026, the CVR will pay $0.30. While 2026 is a good time away, looking at the table above, $250 million per year seems unlikely even with successful label expansion.分析記事 • May 16
Some Epizyme, Inc. (NASDAQ:EPZM) Analysts Just Made A Major Cut To Next Year's Estimates
One thing we could say about the analysts on Epizyme, Inc. ( NASDAQ:EPZM ) - they aren't optimistic, having just made a...Recent updates
株主還元
| EPZM | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -3.3% | 2.9% | 2.5% |
| 1Y | -72.8% | 33.0% | 26.4% |
業界別リターン: EPZM過去 1 年間で33 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: EPZMは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。
価格変動
| EPZM volatility | |
|---|---|
| EPZM Average Weekly Movement | 19.9% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: EPZM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: EPZMの weekly volatility ( 20% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 250 | Grant Bogle | www.epizyme.com |
Epizyme, Inc. 基礎のまとめ
| EPZM 基礎統計学 | |
|---|---|
| 時価総額 | US$247.50m |
| 収益（TTM） | -US$207.73m |
| 売上高(TTM) | US$53.01m |
4.7x
P/Sレシオ-1.2x
PER（株価収益率EPZM は割高か？
公正価値と評価分析を参照収益と収入
| EPZM 損益計算書（TTM） | |
|---|---|
| 収益 | US$53.01m |
| 売上原価 | US$10.79m |
| 売上総利益 | US$42.22m |
| その他の費用 | US$249.95m |
| 収益 | -US$207.73m |
直近の収益報告
Jun 30, 2022
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.23 |
| グロス・マージン | 79.64% |
| 純利益率 | -391.88% |
| 有利子負債／自己資本比率 | -1,148.4% |
EPZM 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 | 2022/08/12 00:48 |
| 終値 | 2022/08/11 00:00 |
| 収益 | 2022/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
Epizyme, Inc. 4 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。14
| アナリスト | 機関 |
|---|---|
| Mohit Bansal | Citigroup Inc |
| Michael King | Citizens JMP Securities, LLC |
| Andrew Fein | H.C. Wainwright & Co. |