Harmony Biosciences Holdings（HRMY）株式概要
商業段階の製薬会社であるハーモニー・バイオサイエンシズ・ホールディングスは、米国で希少神経疾患患者のための治療法の開発と商業化に注力している。 詳細
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Analyst Price Targets
Harmony Biosciences Holdings, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$37.01 |
| 52週高値 | US$40.87 |
| 52週安値 | US$25.52 |
| ベータ | 0.94 |
| 1ヶ月の変化 | 14.94% |
| 3ヶ月変化 | 34.00% |
| 1年変化 | 14.80% |
| 3年間の変化 | 10.38% |
| 5年間の変化 | 22.47% |
| IPOからの変化 | 0% |
最新ニュース
ナラティブの更新 • Jun 19
HRMY: Patent Litigation Resolution Will Support Rare Neurology Pipeline Upside
Harmony Biosciences Holdings' analyst price target has been raised by $10, as analysts point to a major positive development in patent litigation and view recent share weakness as excessive, given updated expectations around growth, profitability, and future P/E assumptions. Analyst Commentary on Harmony Biosciences Holdings Stock Recent Street research on Harmony Biosciences Holdings centers on the patent litigation update, the reset in expectations around growth and profitability, and how these factors feed into updated valuation frameworks and P/E assumptions.ナラティブの更新 • Jun 04
HRMY: Patent Litigation Resolution And Rare Neurology Pipeline Will Drive Future Upside
Analysts have lifted their price target on Harmony Biosciences Holdings to $75.49 from $62.00, citing recent patent litigation updates, views that prior share price weakness related to intellectual property concerns was excessive, and refreshed assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Bullish analysts are framing the recent patent litigation update as a key clearing event for Harmony Biosciences Holdings, arguing that a major source of uncertainty has now been reduced.
ナラティブの更新 • May 17
HRMY: Future Franchise Balance Will Reflect Patent Risks And Pediatric Expansion
Analysts recently lifted the fair value estimate for Harmony Biosciences Holdings to $28.00 from $25.00, citing updated views on patent litigation risks, intellectual property overhang, and longer term Wakix cash flow scenarios. These updates are reflected in slightly higher discount rates, modestly weaker revenue growth assumptions, a higher profit margin outlook, and a small change in future P/E expectations.Recent updates
ナラティブの更新 • Jun 19
HRMY: Patent Litigation Resolution Will Support Rare Neurology Pipeline Upside
Harmony Biosciences Holdings' analyst price target has been raised by $10, as analysts point to a major positive development in patent litigation and view recent share weakness as excessive, given updated expectations around growth, profitability, and future P/E assumptions. Analyst Commentary on Harmony Biosciences Holdings Stock Recent Street research on Harmony Biosciences Holdings centers on the patent litigation update, the reset in expectations around growth and profitability, and how these factors feed into updated valuation frameworks and P/E assumptions.ナラティブの更新 • Jun 04
HRMY: Patent Litigation Resolution And Rare Neurology Pipeline Will Drive Future Upside
Analysts have lifted their price target on Harmony Biosciences Holdings to $75.49 from $62.00, citing recent patent litigation updates, views that prior share price weakness related to intellectual property concerns was excessive, and refreshed assumptions for revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Bullish analysts are framing the recent patent litigation update as a key clearing event for Harmony Biosciences Holdings, arguing that a major source of uncertainty has now been reduced.ナラティブの更新 • May 17
HRMY: Future Franchise Balance Will Reflect Patent Risks And Pediatric Expansion
Analysts recently lifted the fair value estimate for Harmony Biosciences Holdings to $28.00 from $25.00, citing updated views on patent litigation risks, intellectual property overhang, and longer term Wakix cash flow scenarios. These updates are reflected in slightly higher discount rates, modestly weaker revenue growth assumptions, a higher profit margin outlook, and a small change in future P/E expectations.分析記事 • May 14
Investors Can Find Comfort In Harmony Biosciences Holdings' (NASDAQ:HRMY) Earnings Quality
Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) earnings announcement last week didn't impress shareholders...分析記事 • May 11
Harmony Biosciences Holdings, Inc. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next
As you might know, Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) last week released its latest first-quarter, and...Seeking Alpha • Apr 21
Harmony Biosciences: Four More Wakix Years, Nothing Visible Beyond
Summary Harmony Biosciences is a profitable, single-asset company built on Wakix, generating nearly $1B in annual revenue with strong margins and cash reserves. Despite robust growth and patent runway for Wakix through at least 2030, HRMY has failed to develop or acquire a credible pipeline asset. The market prices HRMY at discounted multiples (~11x earnings, ~1.3x EV/sales), reflecting skepticism about future growth beyond Wakix. I view HRMY as fully valued and recommend a Sell until clear evidence emerges of successful capital deployment into a durable second pillar. Read the full article on Seeking Alphaナラティブの更新 • Apr 21
HRMY: Patent Trial Outcome And Exclusivity Timeline Will Drive Future Upside
Harmony Biosciences' blended analyst price target has moved lower into a $28 to $36 range, as analysts factor in updated Wakix patent trial commentary, the possibility of earlier generic entry, and reduced confidence in retaining cash flows past 2028. Analyst Commentary Recent research updates have generally moved toward more cautious stances on Harmony Biosciences, with several firms cutting price targets and shifting ratings to Hold or Underperform.ナラティブの更新 • Apr 06
HRMY: Earlier Patent Setback Risk Will Drive Bearish Franchise Repricing
Harmony Biosciences Holdings' latest narrative update reflects a steady fair value estimate alongside a reset in Street price targets, with several analysts trimming their views into a $28 to $36 range as they factor in increased Wakix patent uncertainty and the potential timing of generic entries. Analyst Commentary Recent research updates cluster around a more cautious stance on Harmony Biosciences, with several bearish analysts trimming price targets into the US$28 to US$36 band and shifting ratings toward more neutral positions.ナラティブの更新 • Mar 23
HRMY: Patent Trial Outcomes Will Shape Future Upside Potential
Narrative Update on Harmony Biosciences Holdings The analyst price target range for Harmony Biosciences has been revised lower, with recent cuts to $30, $36 and $28 as analysts factor in increased Wakix patent uncertainty, potential earlier generic entry, and more conservative assumptions around long term cash flows and exclusivity. Analyst Commentary Recent Street research has leaned more cautious on Harmony Biosciences, with several firms trimming price targets and, in some cases, lowering ratings following developments in Wakix patent litigation and updated cash flow assumptions.ナラティブの更新 • Mar 09
HRMY: Earlier Generic Threat To Key Franchise Will Drive Share Repricing
Analysts have reduced their average price target on Harmony Biosciences to $25 from $31. They cite higher perceived patent and exclusivity risks around Wakix, along with more conservative assumptions for long term cash flows and future P/E levels.
ナラティブの更新 • Feb 23
HRMY: Legal Overhang On Key Sleep Franchise Will Shape Future Upside
Analysts have modestly lifted their fair value estimate for Harmony Biosciences Holdings from about $46.45 to roughly $47.30, while highlighting legal and generic entry risks to the Wakix franchise and reflecting these concerns in more cautious price targets and ratings. Analyst Commentary Recent Street research around Harmony Biosciences focuses heavily on legal outcomes for Wakix and the timing of potential generic entry, with valuation work and ratings increasingly framed through that risk lens.ナラティブの更新 • Feb 09
HRMY: Sleep Disorder Pipeline And 2025 Outlook Will Support Future Upside
Analysts have trimmed their price target on Harmony Biosciences Holdings to US$45 from US$48, reflecting updated modeling while maintaining that their fundamental outlook for the business from 2025 remains intact. Analyst Commentary Analysts see the revised US$45 price target as a fine tuning of their models rather than a shift in their core stance on Harmony Biosciences Holdings from 2025 onward.ナラティブの更新 • Jan 25
HRMY: Long-Term Sleep Disorder Pipeline Will Drive Future Upside Potential
Narrative Update The analyst price target for Harmony Biosciences Holdings has been revised slightly higher to about $46.45 from roughly $44.55, as analysts refresh their models to reflect updated sales ramps, guidance tweaks, and modestly adjusted long term assumptions for discount rates, margins, and P/E multiples. Analyst Commentary Recent research on Harmony Biosciences Holdings reflects a mix of optimism around execution and caution on valuation and growth durability, which helps explain why the average price target has shifted only modestly.ナラティブの更新 • Jan 11
HRMY: Raised Guidance And Product Pipeline Progress Will Support Bullish Upside Potential
Analysts have slightly reduced their price targets on Harmony Biosciences Holdings, with moves such as Truist trimming its target to $45 from $48 and BofA nudging its target to $32 from $31. They cited updated models that reflect modestly adjusted sales ramps and guidance, while keeping core views on the business intact.ナラティブの更新 • Dec 26
HRMY: Raised Guidance And Strengthening Launch Ramp Will Support Bullish Upside Potential
Analysts have raised their price target on Harmony Biosciences Holdings by $1 to $32, citing a slightly stronger near term launch ramp and 2% upward revisions to Wakix sales forecasts through 2027. Analyst Commentary Bullish analysts point to the improved price target as evidence that execution on the current launch is tracking slightly ahead of prior expectations.ナラティブの更新 • Dec 12
HRMY: Raised Guidance And Core Franchise Strength Will Support Bullish Upside Potential
Analysts have modestly lowered their fair value estimate for Harmony Biosciences Holdings to $62.00 from $70.00, citing tempered long term revenue growth and profit margin expectations, despite slightly higher near term Wakix sales forecasts and recent price target revisions on the Street. Analyst Commentary Bullish analysts acknowledge that the modest trimming of fair value largely reflects more conservative long term assumptions, while near term fundamentals remain resilient.分析記事 • Nov 20
A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) 28% Share Price Climb
Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shareholders are no doubt pleased to see that the share price has...ナラティブの更新 • Sep 26
Expanding Sleep And Rare Disease Markets Will Unlock Future Potential
Analysts have reduced Harmony Biosciences’ price target from $50.45 to $44.55, citing negative Phase 3 data for ZYN002 in fragile X syndrome and competitive risks to Wakix, though future catalysts remain, resulting in a more cautious near-term outlook. Analyst Commentary Negative Phase 3 data for ZYN002 in fragile X syndrome raises concerns over Harmony's near-term growth prospects, compounded by the absence of detailed management commentary.分析記事 • Sep 11
A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...分析記事 • Jun 26
Harmony Biosciences Holdings (NASDAQ:HRMY) Seems To Use Debt Rather Sparingly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 20
A Piece Of The Puzzle Missing From Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) 26% Share Price Climb
Those holding Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shares would be relieved that the share price has...分析記事 • May 13
Why Harmony Biosciences Holdings' (NASDAQ:HRMY) Earnings Are Better Than They Seem
Shareholders appeared to be happy with Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) solid earnings report last...分析記事 • May 09
Results: Harmony Biosciences Holdings, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Shareholders of Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) will be pleased this week, given that the stock...Seeking Alpha • Mar 24
Harmony Biosciences: A Compelling Risk-Reward Opportunity
Summary Harmony Biosciences offers a promising investment with one commercial drug, WAKIX, and a robust pipeline, despite some setbacks and risks. The company’s financial health is strong, with significant cash reserves and manageable debt, supporting future R&D and commercialization efforts. Fair value estimates suggest a 70% upside, with a base case valuation of $59.94, and even in a pessimistic scenario, the stock appears fairly valued. Due to dependence on WAKIX, I recommend a cautious 0.5x position, with potential adjustments based on upcoming trial results and stock performance. Read the full article on Seeking Alpha分析記事 • Feb 28
Harmony Biosciences Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) filed its full-year result this...分析記事 • Feb 15
Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Shares Not Telling The Full Story
It's not a stretch to say that Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio...Seeking Alpha • Jan 24
Harmony Biosciences: Don't Sleep On This Enterprising, Profitable Biotech
Summary Harmony Biosciences Holdings, Inc.'s Wakix, a first-in-class drug for narcolepsy, has shown strong revenue growth and recent label expansion to pediatric patients, with good future growth potential. Despite past challenges, including a short attack and a failed Phase 3 study, Harmony's stock has rebounded, supported by solid financials and strategic product extensions. Harmony's diversified pipeline, including new indications for pitolisant / Wakix, and other Phase 3 candidates, positions it for significant revenue growth and reduced single-asset risk. With strong financial metrics, profitability, and a well-planned growth strategy, HRMY stock is undervalued, making it a compelling “Buy” opportunity for 2025 in my view. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Harmony Biosciences: sNDA Of WAKIX Brings Additional Value Inflection Points
Summary Harmony Biosciences Holdings, Inc.'s potential expansion of WAKIX targeting patients with idiopathic hypersomnia possible with filing of sNDA expected in Q4 of 2024. Net sales of Wakix in Q3 of 2024 reached $186 million. The company surpassed $2 billion in cumulative net product revenue less than 5 years on the market, highlighting rapid growth. The global hypersomnia market industry is expected to grow to $5 billion by 2032. Read the full article on Seeking Alpha分析記事 • Oct 31
Harmony Biosciences Holdings, Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next
Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) came out with its quarterly results last week, and we wanted to see...分析記事 • Oct 30
Is Harmony Biosciences Holdings (NASDAQ:HRMY) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Sep 25
Many Still Looking Away From Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY)
There wouldn't be many who think Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E...
新しいナラティブ • Sep 11
Pitolisant HD's Innovations And Critical Expansions Set To Surge Revenue And Solidify Market Dominance
Expanding the patient base and treatment efficacy for narcolepsy with the high-dose program of pitolisant and pursuing additional indications will significantly grow future revenues.Seeking Alpha • Aug 15
Harmony Biosciences: Advancing An Expanded Pipeline
Summary Today, we are revisiting the biopharma name Harmony Biosciences for the first time in nearly a year and a half. The company is nicely profitable thanks to its flagship product WAKIX and Harmony has a solid balance sheet as well. Harmony Biosciences has made some recent acquisitions that greatly expanded its pipeline and peak sales potential. An updated analysis of Harmony Biosciences stock follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Jul 15
Harmony Biosciences Holdings (NASDAQ:HRMY) Has A Rock Solid Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 07
Investors Holding Back On Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY)
Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio of 12.6x might make it look...分析記事 • May 03
Harmony Biosciences Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a good week for Harmony Biosciences Holdings, Inc. ( NASDAQ:HRMY ) shareholders, because the company has just...分析記事 • Apr 04
These 4 Measures Indicate That Harmony Biosciences Holdings (NASDAQ:HRMY) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 09
Market Cool On Harmony Biosciences Holdings, Inc.'s (NASDAQ:HRMY) Earnings
Harmony Biosciences Holdings, Inc.'s ( NASDAQ:HRMY ) price-to-earnings (or "P/E") ratio of 13.1x might make it look...株主還元
| HRMY | US Pharmaceuticals | US 市場 | |
|---|---|---|---|
| 7D | 4.7% | -1.3% | 0.8% |
| 1Y | 14.8% | 47.9% | 20.2% |
業界別リターン: HRMY過去 1 年間で47.9 % の収益を上げたUS Pharmaceuticals業界を下回りました。
リターン対市場: HRMYは、過去 1 年間で20.2 % のリターンを上げたUS市場を下回りました。
価格変動
| HRMY volatility | |
|---|---|
| HRMY Average Weekly Movement | 5.1% |
| Pharmaceuticals Industry Average Movement | 9.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: HRMY 、 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: HRMYの 週次ボラティリティ ( 5% ) 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 |
|---|---|---|---|
| 2017 | 293 | Jeffrey Dayno | www.harmonybiosciences.com |
ハーモニー・バイオサイエンシズ・ホールディングスは、商業段階の製薬会社であり、米国において希少神経疾患患者向けの治療薬の開発・商業化に注力している。同社は、成人のナルコレプシー患者における日中の過度の眠気を治療する新規の作用機序を有する分子であるWAKIX（ピトリサント）を提供している。また、プラダー・ウィリー症候群（PWS）治療薬として臨床第3相試験中、筋強直性ジストロフィー（DM1）治療薬として臨床第2相試験中、ピトリサント胃抵抗性（GR）およびピトリサント高用量（HD）治療薬として臨床第2相試験中のピトリサントも開発している。さらに、開発中の製品としては、ナルコレプシーおよびその他の潜在的適応症のためのオレキシン2受容体作動薬BP1.15205、メラニン濃縮ホルモン受容体1型（MCHR1）拮抗薬HBS-102などがある。さらに、フラジャイルX症候群の治療薬としてフェーズ3登録試験中のZYN-002、22q欠失症候群（22番目の染色体の長腕に小さな欠落があるために起こる疾患）を開発している。また、セロトニン(5HT-2)受容体アゴニストであるEPX-100(clemizole hydrochloride)はdravet症候群およびレノックス・ガストー症候群の治療薬として、選択的5HT-2CアゴニストであるEPX-200(lorcaserin liquid formulation)は発達性脳症およびてんかん性脳症の治療薬として、CBS105は治療抵抗性ナルコレプシーの治療薬として、CBS104は難治性てんかんの治療薬として開発中である。同社は以前はハーモニー・バイオサイエンシズII, Inc.として知られていたが、2020年2月にハーモニー・バイオサイエンシズ・ホールディングス, Inc.に社名を変更した。ハーモニー・バイオサイエンス・ホールディングス・インクは2017年に法人化され、ペンシルベニア州プリマスミーティングに本社を置いている。
Harmony Biosciences Holdings, Inc. 基礎のまとめ
| HRMY 基礎統計学 | |
|---|---|
| 時価総額 | US$2.16b |
| 収益（TTM） | US$145.62m |
| 売上高(TTM) | US$899.11m |
14.7x
PER（株価収益率2.4x
P/SレシオHRMY は割高か？
公正価値と評価分析を参照収益と収入
| HRMY 損益計算書（TTM） | |
|---|---|
| 収益 | US$899.11m |
| 売上原価 | US$210.86m |
| 売上総利益 | US$688.25m |
| その他の費用 | US$542.63m |
| 収益 | US$145.62m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.52 |
| グロス・マージン | 76.55% |
| 純利益率 | 16.20% |
| 有利子負債／自己資本比率 | 17.4% |
HRMY 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 | 2026/07/06 14:42 |
| 終値 | 2026/07/06 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Harmony Biosciences Holdings, Inc. 11 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 Gerberry | BofA Global Research |
| Pete Stavropoulos | Cantor Fitzgerald & Co. |
| Charles Duncan | Cantor Fitzgerald & Co. |