View ValuationMayne Pharma Group 향후 성장Future 기준 점검 3/6Mayne Pharma Group은 연간 수입과 매출이 각각 49.6%와 0.5% 증가할 것으로 예상되고 EPS는 연간 54.5%만큼 증가할 것으로 예상됩니다.핵심 정보49.6%이익 성장률54.51%EPS 성장률Pharmaceuticals 이익 성장42.2%매출 성장률0.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트02 Jul 2026최근 향후 성장 업데이트Price Target Changed • Jul 03Price target decreased by 20% to AU$4.62Down from AU$5.75, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$2.76. Stock is down 46% over the past year. The company posted a net loss per share of AU$1.14 last year.Price Target Changed • Feb 24Price target increased by 9.6% to AU$6.68Up from AU$6.09, the current price target is an average from 2 analysts. New target price is 7.3% below last closing price of AU$7.20. The company is forecast to post a net loss per share of AU$0.18 next year compared to a net loss per share of AU$2.12 last year.공고 • Feb 10+ 1 more updateMayne Pharma Group Limited Provides Earnings Guidance for the First Half Ended 31 December 2024Mayne Pharma Group Limited provided earnings guidance for the first half ended 31 December 2024. For the period, the company expects revenues to be $210 million to $215 million, reflecting 12 - 14% growth on first half of 2024.Major Estimate Revision • Dec 03Consensus EPS estimates upgraded to AU$0.18 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from AU$434.5m to AU$418.1m. 2025 losses expected to reduce from -AU$0.222 to -AU$0.184 per share. Pharmaceuticals industry in Australia expected to see average net income decline 0.6% next year. Consensus price target broadly unchanged at AU$6.10. Share price rose 14% to AU$5.42 over the past week.Price Target Changed • Aug 28Price target decreased by 12% to AU$6.09Down from AU$6.89, the current price target is an average from 2 analysts. New target price is 18% above last closing price of AU$5.16. Stock is up 8.6% over the past year. The company is forecast to post a net loss per share of AU$0.22 next year compared to a net loss per share of AU$2.12 last year.Breakeven Date Change • May 18No longer forecast to breakevenThe 2 analysts covering Mayne Pharma Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$17.8m in 2026. New consensus forecast suggests the company will make a loss of AU$2.05m in 2026.모든 업데이트 보기Recent updates공고 • Jul 17Mayne Pharma Group Limited Announces Appointment of Griffin D. Buchanan as Chief Financial Officer, Effective August 1, 2026Mayne Pharma Group Limited announced the appointment of Mr. Griffin D. Buchanan as Chief Financial Officer (CFO) of the Company, effective August 1, 2026. Mr. Griffin D. Buchanan is a senior finance executive with extensive experience in global medical technology and healthcare. He joined Mayne Pharma from Establishment Labs, a global medical technology company focused on women's health, where he served as Vice President, Operational Finance, leading financial planning, analysis and operational performance across the business. Prior to Establishment Labs, Mr. Buchanan spent over 19 years at Siemens Healthineers, where he held a series of senior finance leadership roles. As VP of Finance (country, business line CFO) for its Enterprise Services business, he held P&L, balance sheet and cash flow accountability for a business generating approximately USD 1.4 billion in annual revenue. Mr. Buchanan holds an Executive MBA from Friedrich-Alexander-Universität Erlangen-Nürnberg and a Bachelor of Science, Business Administration, Information Technologies & Operations from the University of New Hampshire's Peter T. Paul College of Business and Economics.새로운 내러티브 • Jul 17Women’s Health Expansion And Manufacturing Upgrade Will Support Stronger Long-Term Earnings PotentialCatalysts About Mayne Pharma Group Mayne Pharma Group is a specialty pharmaceutical company focused on Women's Health, Dermatology and International markets. What are the underlying business or industry changes driving this perspective?Price Target Changed • Jul 03Price target decreased by 20% to AU$4.62Down from AU$5.75, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$2.76. Stock is down 46% over the past year. The company posted a net loss per share of AU$1.14 last year.새로운 내러티브 • Jul 02Rising Women's Health Costs And Flat Revenue Will Eventually Reveal Underappreciated Earnings PotentialCatalysts About Mayne Pharma Group Mayne Pharma Group is a pharmaceutical company focused on Women's Health, Dermatology and International markets, with an emphasis on branded products and specialized distribution models. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Jul 02NoneAnalysts have reduced their price target for Mayne Pharma Group from A$5.75 to A$4.62, citing updated assumptions that pair a lower revenue growth outlook with a slightly higher discount rate. This is partly offset by a firmer profit margin and a lower future P/E multiple.새로운 내러티브 • May 01Women’s Health Trends And Dermatology Platform Will Reshape Long-Term Earnings ProfileCatalysts About Mayne Pharma Group Mayne Pharma Group focuses on branded and specialty pharmaceutical products in Women's Health, Dermatology and International markets. What are the underlying business or industry changes driving this perspective?Board Change • Mar 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Non-Executive Director David Petrie was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Feb 25+ 2 more updatesMayne Pharma Group Limited Announces CEO ChangesMayne Pharma Group Limited announced that on 20 February 2026 (US time) Mr. Shawn Patrick O'Brien stepped down as Chief Executive Officer, and Mr. Aaron Gray, currently Mayne Pharma's Chief Financial Officer, was appointed Chief Executive Officer. Mr. O'Brien joined Mayne Pharma as CEO and Managing Director in October 2022 and will remain available to the Board in an advisory capacity until May 1, 2026 to support an orderly transition to Mr. Aaron Gray as part of Mayne Pharma's structured succession process. Aaron Gray joined Mayne Pharma in July 2022 and has been the Chief Financial Officer since August 29, 2022. He brings over 20 years of experience to the role. Prior to joining Mayne Pharma, Aaron held senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20 billion in revenues and 48,000 employees globally. Most recently, he was Senior Vice President, USA Customer Finance with EUR5 billion in revenues. Prior to joining Siemens Healthineers, he spent 15 years in finance roles at Siemens AG energy divisions. Aaron has significant expertise in the areas of financial planning and analysis, strategy, digitisation, sales operations, manufacturing, risk management and operational excellence.공고 • Feb 19Mayne Pharma Group Limited to Report First Half, 2026 Results on Feb 23, 2026Mayne Pharma Group Limited announced that they will report first half, 2026 results on Feb 23, 2026공고 • Jan 15Mayne Pharma Receives Notice of Appeal Filed by Cosette and Its Bidco with the Supreme Court of New South Wales, Court of AppealMayne Pharma Group Limited refers to its announcement on 16 October 2025 relating to the judgment delivered on 15 October 2025 in which the Supreme Court of New South Wales found in favour of Mayne Pharma and its announcement on 10 November 2025 regarding a notice of intention to appeal filed by Cosette Pharmaceuticals Inc. (Cosette) and its BidCo. Mayne Pharma has received a notice of appeal filed by Cosette and its BidCo with the Supreme Court of New South Wales, Court of Appeal. The two grounds set out in the notice of appeal seek to challenge various of the Court's findings related to: Mayne Pharma's FY25 EBITDA the subject of Cosette's misleading and deceptive conduct claim; and Cosette's allegation that a Mayne Material Adverse Change had occurred on the basis of Cosette's pleaded Third Quarter FY25 Sales Performance Matters.공고 • Jan 14Mayne Pharma Group Limited Announces Board Changes Effective January 14, 2026Mayne Pharma Group Limited announced that the Board of Directors has decided to reduce the size of the Board. Mr. Frank Condella, Board Chair, will retire from the Board effective January 14, 2026. Mr. Condella has served as a director of Mayne Pharma since May 2018 and as Board Chair since September 2021. Non-Executive directors Mr. Patrick Blake and Mrs. Anne Lockwood will step down from the Board following the release of the Company’s half year results in February 2026 to focus on other opportunities. Mr. Blake has served as a director since June 2018. Mrs. Lockwood has served as a director since November 2023. Professor Bruce Robinson has been appointed as Non-Executive Chair of the Board effective January 14, 2026. Professor Robinson was appointed a Non-Executive Director of the Company in August 2014. He is a Non-Executive Director of Cochlear Limited and CS Pharmaceuticals Limited. He is formerly a Board Member of the Woolcock Institute, was Chair of the National Health and Medical Research Council and Chair of the Medical Benefits Review Taskforce. Professor Robinson is Chair of the Science, Technology and Medical Committee and a member of the Nomination Committee.공고 • Dec 22Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026. Location: minter ellison office, level 20, collins arch, 447 collins st, and, melbourne AustraliaNew Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (AU$40m net loss next year). Share price has been volatile over the past 3 months (15% average weekly change).Board Change • Nov 01Insufficient 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. 6 experienced directors. 1 highly experienced director. Independent Non Executive Director Anne Lockwood was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Oct 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: AU$90m Forecast net loss in 1 year: AU$40m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: AU$1.14 loss per share (improved from AU$2.12 loss in FY 2024). Revenue: AU$408.1m (up 5.1% from FY 2024). Net loss: AU$90.1m (loss narrowed 47% from FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 3.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Earnings have declined by 3.4% per year over the past 5 years.공고 • Aug 01Mayne Pharma Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Mayne Pharma Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025New Risk • Jul 29New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$118m Forecast net loss in 2 years: AU$5.7m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$5.7m net loss in 2 years).공고 • Apr 10TherapeuticsMD, Inc. Files Lawsuit Against Mayne Pharma for Contract BreachesOn April 8, 2025, TherapeuticsMD Inc., a Nevada corporation (the “Company”), filed a lawsuit against Mayne Pharma LLC (“Mayne Pharma”) in the United States District Court for the District of Delaware (the “Mayne Lawsuit”) seeking damages for breach of contract, breach of the implied covenant of good faith and fair dealing, fraudulent inducement, and unjust enrichment related to Mayne Pharma’s actions in relation to the License Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma and the Transaction Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma. The Mayne Lawsuit primarily pertains to the previously disclosed disputes between the Company and Mayne Pharma relating to certain net working capital allowances and certain actions or inactions by Mayne Pharma relating thereto. The Mayne Lawsuit is TherapeuticsMD Inc. v. Mayne Pharma LLC, Case No. not assigned (D. Del.).Reported Earnings • Feb 27First half 2025 earnings released: AU$0.25 loss per share (vs AU$0.88 loss in 1H 2024)First half 2025 results: AU$0.25 loss per share (improved from AU$0.88 loss in 1H 2024). Revenue: AU$213.1m (up 13% from 1H 2024). Net loss: AU$20.0m (loss narrowed 72% from 1H 2024). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 43% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Price Target Changed • Feb 24Price target increased by 9.6% to AU$6.68Up from AU$6.09, the current price target is an average from 2 analysts. New target price is 7.3% below last closing price of AU$7.20. The company is forecast to post a net loss per share of AU$0.18 next year compared to a net loss per share of AU$2.12 last year.공고 • Feb 22Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million.Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million on February 20, 2025. A cash consideration of AUD 601.22 million valued at AUD 7.4 per share will be paid by Cosette Pharmaceuticals, Inc. As part of consideration, AUD 601.22 million is paid towards common equity of Mayne Pharma Group Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is May 21, 2025 to June 10, 2025. Jefferies Pty Ltd acted as financial advisor for Mayne Pharma Group Limited. Arnold & Porter Kaye Scholer LLP acted as legal advisor for Mayne Pharma Group Limited. Gilbert and Tobin acted as legal advisor for Mayne Pharma Group Limited. Ropes & Gray LLP acted as legal advisor for Cosette Pharmaceuticals, Inc. Corrs Chambers Westgarth acted as legal advisor for Cosette Pharmaceuticals, Inc. UBS Securities LLC acted as financial advisor for Cosette Pharmaceuticals, Inc. Santander US Capital Markets LLC acted as financial advisor for Cosette Pharmaceuticals, Inc.New Risk • Feb 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$36m free cash flow). Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).분석 기사 • Feb 13Mayne Pharma Group Limited (ASX:MYX) Held Back By Insufficient Growth Even After Shares Climb 26%Mayne Pharma Group Limited ( ASX:MYX ) shareholders would be excited to see that the share price has had a great month...공고 • Feb 10+ 1 more updateMayne Pharma Group Limited Provides Earnings Guidance for the First Half Ended 31 December 2024Mayne Pharma Group Limited provided earnings guidance for the first half ended 31 December 2024. For the period, the company expects revenues to be $210 million to $215 million, reflecting 12 - 14% growth on first half of 2024.Major Estimate Revision • Dec 03Consensus EPS estimates upgraded to AU$0.18 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from AU$434.5m to AU$418.1m. 2025 losses expected to reduce from -AU$0.222 to -AU$0.184 per share. Pharmaceuticals industry in Australia expected to see average net income decline 0.6% next year. Consensus price target broadly unchanged at AU$6.10. Share price rose 14% to AU$5.42 over the past week.분석 기사 • Sep 01A Piece Of The Puzzle Missing From Mayne Pharma Group Limited's (ASX:MYX) 30% Share Price ClimbMayne Pharma Group Limited ( ASX:MYX ) shares have had a really impressive month, gaining 30% after a shaky period...Price Target Changed • Aug 28Price target decreased by 12% to AU$6.09Down from AU$6.89, the current price target is an average from 2 analysts. New target price is 18% above last closing price of AU$5.16. Stock is up 8.6% over the past year. The company is forecast to post a net loss per share of AU$0.22 next year compared to a net loss per share of AU$2.12 last year.New Risk • Aug 23New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$36m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$36m free cash flow). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$2.1m net loss in 2 years).Reported Earnings • Aug 23Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: AU$2.12 loss per share (improved from AU$3.86 loss in FY 2023). Revenue: AU$388.4m (up 112% from FY 2023). Net loss: AU$168.6m (loss narrowed 47% from FY 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 102%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 47% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Breakeven Date Change • May 18No longer forecast to breakevenThe 2 analysts covering Mayne Pharma Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$17.8m in 2026. New consensus forecast suggests the company will make a loss of AU$2.05m in 2026.New Risk • May 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$274m Forecast net loss in 2 years: AU$11m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.Major Estimate Revision • Mar 03Consensus revenue estimates increase by 14%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from AU$337.6m to AU$384.3m. EPS estimate fell from -AU$0.733 to -AU$1.02 per share. Pharmaceuticals industry in Australia expected to see average net income decline 32% next year. Consensus price target up from AU$4.65 to AU$7.04. Share price rose 30% to AU$6.80 over the past week.Reported Earnings • Feb 28First half 2024 earnings released: AU$0.88 loss per share (vs AU$1.38 loss in 1H 2023)First half 2024 results: AU$0.88 loss per share (improved from AU$1.38 loss in 1H 2023). Revenue: AU$187.9m (up 260% from 1H 2023). Net loss: AU$70.5m (loss narrowed 38% from 1H 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Breakeven Date Change • Feb 27Forecast to breakeven in 2026The 2 analysts covering Mayne Pharma Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 91% per year to 2025. The company is expected to make a profit of AU$17.8m in 2026. Average annual earnings growth of 110% is required to achieve expected profit on schedule.공고 • Feb 21+ 1 more updateMayne Pharma Group Limited to Report Fiscal Year 2024 Results on Aug 23, 2024Mayne Pharma Group Limited announced that they will report fiscal year 2024 results on Aug 23, 2024공고 • Feb 12Mayne Pharma Group Limited to Report First Half, 2024 Results on Feb 26, 2024Mayne Pharma Group Limited announced that they will report first half, 2024 results on Feb 26, 2024Board Change • Dec 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Anne Lockwood was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Dec 06Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$313.7m to AU$337.6m. EPS estimate increased from -AU$0.844 per share to -AU$0.733 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 24% next year. Consensus price target up from AU$3.90 to AU$4.65. Share price rose 7.4% to AU$5.55 over the past week.공고 • Nov 30Mayne Pharma Group Limited Approves Election of Anne LockwoodMayne Pharma Group Limited at its AGM approved election of Anne Lockwood.공고 • Oct 27Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023, at 10:00 AUS Eastern Standard Time. Location: MinterEllison Offices, Lvl 20, Collins Arch, 447 Collins St Melbourne Australia Agenda: To consider and approve the statutory reports for the financial year ended 30 June 2023; to consider and approve the election of Director; to consider and approve the remuneration report; to consider and approve the Short-Term Incentive grant of Restricted Stock Unit Performance Rights and a Long-Term Incentive grant of Performance Rights to the CEO and Managing Director; to consider and approve the appointment of BDO Audit Pty Ltd as the Company's auditor; and to consider and approve the extension of the on-market share buy-back.Recent Insider Transactions • Oct 26Independent Non-Executive Director recently bought AU$69k worth of stockOn the 25th of October, Kathryn MacFarlane bought around 18k shares on-market at roughly AU$3.84 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$409k more in shares than they have sold in the last 12 months.Major Estimate Revision • Oct 25Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$300.3m to AU$313.7m. EPS estimate increased from -AU$0.967 per share to -AU$0.844 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 23% next year. Consensus price target up from AU$3.24 to AU$3.50. Share price rose 26% to AU$3.93 over the past week.Reported Earnings • Sep 01Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: AU$3.86 loss per share (further deteriorated from AU$3.20 loss in FY 2022). Revenue: AU$183.6m (down 57% from FY 2022). Net loss: AU$317.4m (loss widened 21% from FY 2022). Revenue missed analyst estimates by 31%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 1.6% decline forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 20% per year.New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$287m). Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (AU$52m net loss in 2 years).공고 • Aug 24Mayne Pharma Group Limited to Report Fiscal Year 2023 Results on Aug 31, 2023Mayne Pharma Group Limited announced that they will report fiscal year 2023 results on Aug 31, 2023공고 • Jul 27Mayne Pharma Group Limited Announces Retirement of Carolyn Myers from the Board At the End of July 2023Mayne Pharma Group Limited announced that Dr. Carolyn Myers will retire from the Board at the end of July 2023.Dr Myers has served as a Director of Mayne Pharma since October 2021. She was appointed to theBoard after being nominated by Mithra Pharmaceuticals SA under the terms of the license andsupply agreement to commercialise NEXTSTELLIS® (E4/DRSP) oral contraceptive in the UnitedStates.Recent Insider Transactions • Mar 28Independent Non-Executive Chairman recently bought AU$74k worth of stockOn the 27th of March, Frank Condella bought around 21k shares on-market at roughly AU$3.52 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Frank's only on-market trade for the last 12 months.분석 기사 • Mar 06Things Look Grim For Mayne Pharma Group Limited (ASX:MYX) After Today's DowngradeThe latest analyst coverage could presage a bad day for Mayne Pharma Group Limited ( ASX:MYX ), with the analysts...Major Estimate Revision • Mar 06Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$332.0m to AU$268.9m. Forecast losses increased from -AU$0.709 to -AU$1.03 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 21% next year. Consensus price target down from AU$5.06 to AU$4.03. Share price rose 22% to AU$3.84 over the past week.Price Target Changed • Mar 02Price target decreased by 24% to AU$3.86Down from AU$5.06, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$3.94. Stock is down 12% over the past year. The company is forecast to post a net loss per share of AU$0.71 next year compared to a net loss per share of AU$3.20 last year.Reported Earnings • Mar 01First half 2023 earnings released: AU$0.078 loss per share (vs AU$0.62 loss in 1H 2022)First half 2023 results: AU$0.078 loss per share. Revenue: AU$101.2m (down 49% from 1H 2022). Net loss: AU$129.1m (loss widened 156% from 1H 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Pharmaceuticals industry in Australia.공고 • Feb 15+ 1 more updateMayne Pharma Group Limited to Report First Half, 2023 Results on Feb 28, 2023Mayne Pharma Group Limited announced that they will report first half, 2023 results on Feb 28, 2023공고 • Jan 14Mayne Pharma Group Limited and Mithra Pharmaceuticals, SA Announces US Launch of Haloette, a Generic Version of NuvaringMayne Pharma Group Limited and Mithra Pharmaceuticals, SA announced the launch of HALOETTE (etonogestrel and ethinyl estradiol) a vaginal hormonal contraceptive ring into the US market. HALOETTE contraceptive is a generic version of NUVARING, a combined hormonal contraceptive flexible ring indicated for the prevention of pregnancy. Under the terms of the long-term license and supply agreement, Mayne Pharma will pay Mithra a milestone of EUR 1.6 million.Upcoming Dividend • Jan 11Inaugural dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 18 January 2023. Payment date: 27 January 2023. The company last paid an ordinary dividend in . The average dividend yield among industry peers is 2.3%.Major Estimate Revision • Dec 10Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from AU$395.3m to AU$350.1m. Forecast losses increased from -AU$0.02 to -AU$0.04 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 21% next year. Consensus price target down from AU$0.37 to AU$0.28. Share price fell 15% to AU$0.20 over the past week.분석 기사 • Dec 03Analysts Just Slashed Their Mayne Pharma Group Limited (ASX:MYX) EPS NumbersOne thing we could say about the analysts on Mayne Pharma Group Limited ( ASX:MYX ) - they aren't optimistic, having...Major Estimate Revision • Dec 02Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from AU$428.0m to AU$345.1m. EPS estimate unchanged from -AU$0.034 per share at last update. Pharmaceuticals industry in Australia expected to see average net income growth of 21% next year. Consensus price target down from AU$0.41 to AU$0.28. Share price fell 13% to AU$0.24 over the past week.Price Target Changed • Dec 01Price target decreased to AU$0.37Down from AU$0.41, the current price target is an average from 4 analysts. New target price is 55% above last closing price of AU$0.24. Stock is down 9.4% over the past year. The company is forecast to post a net loss per share of AU$0.022 next year compared to a net loss per share of AU$0.16 last year.분석 기사 • Dec 01Is Mayne Pharma Group (ASX:MYX) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Oct 29Mayne Pharma Group Limited Declares Fully Franked Special Dividend, Payable on 27 January 2023Mayne Pharma Group Limited declared a fully franked special dividend of approximately $47.3 million (2.72 cents per share) The Special Dividend and Capital Return are expected to be paid to shareholders on 27 January 2023, subject to the timing of feedback from the ATO and shareholder approval at Mayne Pharma's Annual General Meeting (AGM) to be held on the 30 November 2022.공고 • Sep 28+ 1 more updateMayne Pharma Group Limited Announces Executive Changes Effective from 1 October 2022Mayne Pharma Group Limited announced it has appointed Mr. Shawn Patrick O'Brien as Managing Director effective from 1 October 2022. This follows from the previously announced retirement of Mr. Scott Richards and a comprehensive search for a successor. Mr. O'Brien has more than 35 years of global pharmaceutical industry experience building successful enterprises. He is currently founding partner of Key BioPharma Partners providing advice to life science companies and capital providers. He was previously the Chairman and CEO of Genomind Inc., a personalised mental health platform company, and CEO of publicly listed Cipher Pharmaceuticals Inc., a specialty pharmaceutical company with a portfolio of commercial stage dermatology products. He has also been President and CEO of three private biotechs including AltheRx Pharmaceuticals; Profectus BioSciences and Solstice Neurosciences. Mr. O'Brien held multiple senior leadership roles at AstraZeneca, one of the largest global pharmaceutical companies. At AstraZeneca he was responsible for key brands such as FASLODEX®, SYMBICORT®, PULMICORT® and SEROQUEL® which all became billion-dollar brands. Mr. Richards will cease to be Managing Director and a member of the Board of Directors of Mayne Pharma with effect from 1 October 2022. Mr. Richards will remain an employee until 30 November to help ensure a well-managed transition to the new CEO.Price Target Changed • Sep 06Price target decreased to AU$0.40Down from AU$0.43, the current price target is an average from 4 analysts. New target price is 41% above last closing price of AU$0.28. Stock is down 13% over the past year. The company is forecast to post a net loss per share of AU$0.022 next year compared to a net loss per share of AU$0.16 last year.공고 • Aug 31Mayne Pharma Group Limited Announces Management ChangesMayne Pharma Group Limited announced that Mr. David Petrie has accepted an invitation to join the Board of Mayne Pharma, effective 1 September 2022. The Company announced that Mr. Ian Scholes, Deputy Chair will retire from the Board at the end of September 2022. Mr. Petrie is an accomplished M&A executive with over 30 years of advisory experience in public and private mergers and acquisitions, capital management and debt and equity raisings. He is currently Principal at Stratford Advisory Group, an independent corporate and financial advisory firm. Previously, he spent 23 years at Merrill Lynch/Bank of America including Managing Director and Head of Investment Banking Melbourne. He has worked on more than 100 transactions across a range of market sectors including healthcare. Mr. Scholes has served as a Director of Mayne Pharma since October 2007 and is currently the Chair of the Audit and Risk Committee and a member of the Remuneration and People Committee and Nomination Committee. Mr. Petrie has a Bachelor of Commerce (Honours) and Bachelor of Law (Honours) from the University of Melbourne. He has been a CPA for 30 years and is admitted as Barrister and Solicitorof the Supreme Court of Victoria. Mr. Petrie will also join Mayne Pharma's Audit and Risk Committee and the Remuneration and People Committee.Reported Earnings • Aug 27Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: AU$0.16 loss per share (down from AU$0.13 loss in FY 2021). Revenue: AU$424.8m (up 6.0% from FY 2021). Net loss: AU$263.3m (loss widened 26% from FY 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 302%. Over the next year, revenue is expected to shrink by 4.8% compared to a 751% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공고 • Aug 19Scott Richards Plans to Retire as CEO of Mayne Pharma Group LimitedMayne Pharma Group Limited announced that Chief Executive Officer (CEO) Scott Richards has announced his intention to retire following a decision by the Board to relocate the CEO role to the US on a permanent basis. Mr. Richards is unable to make this commitment and wants to return to Australia for personal reasons. Mr. Richards joined Mayne Pharma in February 2012 and has spent more than 10 years in the CEO role including the last five years in the US on a temporary basis. It is planned that he will continue as CEO while the Board conducts a process for a timely and orderly transition to a new US-based CEO and until a smooth handover has been completed.Price Target Changed • Aug 17Price target increased to AU$0.43Up from AU$0.37, the current price target is an average from 4 analysts. New target price is 13% above last closing price of AU$0.39. Stock is up 33% over the past year. The company is forecast to post a net loss per share of AU$0.04 next year compared to a net loss per share of AU$0.13 last year.공고 • Jul 22Mayne Pharma Group Limited Announces CFO ChangesMayne Pharma Group Limited advised that Mr. Aaron Gray has been appointed as Chief Financial Officer (CFO), effective 29 August 2022. This follows the Company's decision to relocate the CFO role to the commercial office in Raleigh, North Carolina, USA to be co-located with the CEO and other key commercial franchises. Aaron, a USA resident based in North Carolina brings more than 20 years of experience to the role. For the last six years, Aaron has been in senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20b in revenues and 48,000 employees globally. Most recently, he was Senior Vice President - USA Customer Finance with EUR5b in revenues. Prior to Siemens Healthineers, he spent 15 years in finance roles at Siemens, AG energy divisions. Aaron has a Bachelor of Science in Finance and Master of Business Administration (MBA) from theUniversity of Central Florida. Mr. Peter Paltoglou will continue as CFO until the release of Mayne Pharma's fiscal year 2022 results on 26 August 2022. Peter has agreed to remain with Mayne Pharma to assist with transition until 30 September 2022.Price Target Changed • Apr 27Price target decreased to AU$0.36Down from AU$0.47, the current price target is an average from 4 analysts. New target price is 30% above last closing price of AU$0.28. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.047 next year compared to a net loss per share of AU$0.13 last year.분석 기사 • Apr 12Is Mayne Pharma Group (ASX:MYX) 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...분석 기사 • Mar 01Things Look Grim For Mayne Pharma Group Limited (ASX:MYX) After Today's DowngradeMarket forces rained on the parade of Mayne Pharma Group Limited ( ASX:MYX ) shareholders today, when the analysts...Breakeven Date Change • Feb 28Forecast breakeven date pushed back to 2024The 5 analysts covering Mayne Pharma Group previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 66% per year to 2023. The company is expected to make a profit of AU$16.9m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.Reported Earnings • Feb 28First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: AU$0.031 loss per share (up from AU$0.12 loss in 1H 2021). Revenue: AU$196.4m (down 5.9% from 1H 2021). Net loss: AU$50.4m (loss narrowed 72% from 1H 2021). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 21%, compared to a 358% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Feb 26Consensus EPS estimates fall by 97%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from AU$454.7m to AU$448.7m. Losses expected to increase from AU$0.02 per share to AU$0.04. Pharmaceuticals industry in Australia expected to see average net income growth of 22% next year. Consensus price target broadly unchanged at AU$0.47. Share price fell 11% to AU$0.24 over the past week.공고 • Feb 10Mayne Pharma Expands U.S Dermatology PortfolioMayne Pharma Group Limited announced it has launched an authorised generic (AG) of one of the larger dermatology products in the United States. Mayne Pharma entered into a license and supply agreement with one of the larger dermatology companies to distribute this product in non-retail channels.Price Target Changed • Dec 06Price target increased to AU$0.48Up from AU$0.45, the current price target is an average from 5 analysts. New target price is 85% above last closing price of AU$0.26. Stock is down 30% over the past year. The company is forecast to post a net loss per share of AU$0.019 next year compared to a net loss per share of AU$0.13 last year.Board Change • Dec 06Insufficient 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. 4 experienced directors. 2 highly experienced directors. Director Carolyn Myers was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.분석 기사 • Nov 16We Think Mayne Pharma Group Limited's (ASX:MYX) CEO Compensation Package Needs To Be Put Under A MicroscopeThe results at Mayne Pharma Group Limited ( ASX:MYX ) have been quite disappointing recently and CEO Scott Richards...분석 기사 • Nov 10Mayne Pharma Group (ASX:MYX) Is Making Moderate Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Oct 31High number of new directorsIndependent Non-Executive Deputy Chairman Ian Scholes was the last director to join the board, commencing their role in 2021.Executive Departure • Oct 07Independent Non Executive Director Bruce Mathieson has left the companyOn the 30th of September, Bruce Mathieson's tenure as Independent Non Executive Director ended after 14.6 years in the role. As of June 2021, Bruce still personally held 105.58m shares (AU$34m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (AU$3.3m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (AU$3.3m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.공고 • Sep 24U.S. Food and Drug Administration Approves Mayne Pharma LEXETTE for Adolescent Plaque PsoriasisMayne Pharma announced that the U.S. Food and Drug Administration has approved LEXETTE® (halobetasol propionate) foam, 0.05% for use in adolescents. LEXETTE, a super potent topical corticosteroid, is now approved for the treatment of plaque psoriasis in patients aged 12 years and older. The FDA approved LEXETTE in 2018 based on evidence from two multicentre, randomized, double-blind, vehicle-controlled studies (n=560) in patients with plaque psoriasis involving between 2% to 12% body surface area. Additional data were obtained in a follow-on open label study in patients aged 12 to 17 years of age with plaque psoriasis. Psoriasis is a chronic inflammatory disease affecting approximately 8 million Americans each year and 1% of children and adolescents in the US. The most common form, plaque psoriasis, affects roughly 80% of people who have the condition.Recent Insider Transactions • Sep 04Independent Non-Executive Director recently bought AU$137k worth of stockOn the 1st of September, Frank Condella bought around 412k shares on-market at roughly AU$0.33 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Price Target Changed • Aug 30Price target decreased to AU$0.42Down from AU$0.46, the current price target is an average from 7 analysts. New target price is 45% above last closing price of AU$0.29. Stock is down 15% over the past year.Reported Earnings • Aug 29Full year 2021 earnings released: AU$0.13 loss per share (vs AU$0.061 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: AU$400.8m (down 12% from FY 2020). Net loss: AU$208.4m (loss widened 125% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.분석 기사 • May 17Mayne Pharma Group (ASX:MYX) Is Carrying A Fair Bit Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 22Is Mayne Pharma Group Limited (ASX:MYX) Trading At A 37% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mayne Pharma Group...공고 • Mar 07Mayne Pharma Announces New Data Showing Treatment with Nextstellis® Investigational Combined Oral Contraceptive (Coc) Containing Drospirenone (Drsp) and EstetrolMayne Pharma announced new data showing treatment with NEXTSTELLIS®,1 a novel, investigational combined oral contraceptive (COC) containing drospirenone (DRSP) and estetrol (E4), resulted in limited changes in endocrine markers, including lower increases in hormone binding globulins, compared with COCs based on ethinyl-estradiol (EE), the synthetic estrogen used in all but one of the marketed COCs. The data was presented at the annual meeting of the International Society for the Study of Women's Sexual Health (ISSWSH), held virtually in the U.S. from March 5-7. Historically, some COCs have been associated with a decrease in circulating androgens and increases in hormone binding globulins. These endocrine changes can result in hormonal imbalance and have been associated with side effects such as acne, excess facial and body hair, or changes in libido. In a phase 2 study, titled "Endocrine and metabolic effects of an oral contraceptive containing estetrol and drospirenone," the changes from the baseline serum concentration of various endocrine and liver protein markers at cycle 3 and 6 were determined in subjects receiving NEXTSTELLIS or a COC formulation containing EE combined with either levonorgestrel (LNG/EE) or drospirenone (DRSP/EE). Comparative findings include: A significant increase in sex hormone-binding globulin (SHBG) was observed at cycle 3 (240%) and 6 (251%) with DRSP/EE as compared to baseline or those observed with NEXTSTELLIS (52% and 55%). LNG/EE was not significantly different at cycle 3 or 6. At cycle 6, decrease in total testosterone (TT) and free testosterone (FT) with NEXTSTELLIS (31% and 50%) was not significantly different from those noted with LNG/EE (38% and 50%) or DRSP/EE (33% and 71%). At cycle 3, there were no decreases noted in any group. At cycle 6, NEXTSTELLIS had a significantly lower impact on dehydroepiandrosterone sulfate (DHEA-S) levels than DRSP/EE (10% vs. 27%). No differences were noted between DRSP/E4 and LNG/EE. In the randomized, open-label, three-arm parallel study, participants received DRSP 3 mg/E4 15 mg (n = 38), LNG 150 mcg/EE 30 mcg (n = 29), or DRSP 3 mg/EE 20 mcg (n = 31) in a 24/4-day regimen of six consecutive, 28-day treatment cycles. Changes from baseline in serum TT, FT, androstenedione, DHEA-S, cortisol binding globulin (CBG), SHBG, and thyroxine binding globulin (TBG) were determined at cycle 3 and 6. Developed by Mayne Pharma's development and manufacturing partner Mithra Pharmaceuticals SA, NEXTSTELLIS® is a novel, investigational combined oral contraceptive pill containing 3 mg drospirenone (DRSP) and 15 mg estetrol (E4). E4 is a naturally occurring estrogen that is produced by the human fetal liver during pregnancy and can now be produced from a plant source. In June 2020, the U.S. Food and Drug Administration (FDA) accepted for review a New Drug Application (NDA) submitted by Mayne Pharma for NEXTSTELLIS to prevent pregnancy. The NDA submission included results from two phase 3 clinical studies conducted in more than 3,725 women aged 16 to 50 years. If approved, NEXTSTELLIS would be the first contraceptive product containing E4 and the first new estrogen introduced in the U.S. for contraceptive use in approximately 50 years.이익 및 매출 성장 예측ASX:MYX - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/2028411-28404826/30/202740189303826/30/2026400-6028212/31/2025407-82-122N/A9/30/2025408-86-620N/A6/30/2025408-90-1217N/A3/31/2025411-104-129N/A12/31/2024414-118-120N/A9/30/2024401-143-24-7N/A6/30/2024388-169-36-15N/A12/31/2023319-274-34-15N/A9/30/2023251-296-148-29N/A6/30/2023184-317-262-43N/A12/31/202259-257-287-64N/A9/30/2022108-233-153-36N/A6/30/2022157-209-19-7N/A3/31/2022250-151-133N/A12/31/2021342-93-713N/A9/30/2021372-1511436N/A6/30/2021401-2083459N/A3/31/2021420-2325682N/A12/31/2020439-25678106N/A9/30/2020448-17472109N/A6/30/2020457-9365113N/A3/31/2020467-19661109N/A12/31/2019478-30056106N/A9/30/2019502-290N/A106N/A6/30/2019525-279N/A107N/A3/31/2019543-118N/A117N/A12/31/201856143N/A127N/A9/30/2018546-46N/A124N/A6/30/2018530-134N/A121N/A3/31/2018526-146N/A111N/A12/31/2017521-158N/A100N/A9/30/2017547-35N/A42N/A6/30/201757389N/A-15N/A3/31/201750490N/A-30N/A12/31/201643591N/A-44N/A9/30/201635164N/A5N/A6/30/201626737N/A54N/A3/31/201623830N/A49N/A12/31/201520923N/A44N/A9/30/201517515N/A33N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MYX 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.6%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: MYX (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: MYX 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: MYX 의 수익(연간 0.5%)이 Australian 시장(연간 5.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MYX 의 수익(연간 0.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MYX의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/22 01:20종가2026/07/22 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mayne Pharma Group Limited는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관William DunlopBofA Global ResearchElyse ShapiroCanaccord GenuityMadeleine WilliamsCanaccord Genuity3명의 분석가 더 보기
Price Target Changed • Jul 03Price target decreased by 20% to AU$4.62Down from AU$5.75, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$2.76. Stock is down 46% over the past year. The company posted a net loss per share of AU$1.14 last year.
Price Target Changed • Feb 24Price target increased by 9.6% to AU$6.68Up from AU$6.09, the current price target is an average from 2 analysts. New target price is 7.3% below last closing price of AU$7.20. The company is forecast to post a net loss per share of AU$0.18 next year compared to a net loss per share of AU$2.12 last year.
공고 • Feb 10+ 1 more updateMayne Pharma Group Limited Provides Earnings Guidance for the First Half Ended 31 December 2024Mayne Pharma Group Limited provided earnings guidance for the first half ended 31 December 2024. For the period, the company expects revenues to be $210 million to $215 million, reflecting 12 - 14% growth on first half of 2024.
Major Estimate Revision • Dec 03Consensus EPS estimates upgraded to AU$0.18 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from AU$434.5m to AU$418.1m. 2025 losses expected to reduce from -AU$0.222 to -AU$0.184 per share. Pharmaceuticals industry in Australia expected to see average net income decline 0.6% next year. Consensus price target broadly unchanged at AU$6.10. Share price rose 14% to AU$5.42 over the past week.
Price Target Changed • Aug 28Price target decreased by 12% to AU$6.09Down from AU$6.89, the current price target is an average from 2 analysts. New target price is 18% above last closing price of AU$5.16. Stock is up 8.6% over the past year. The company is forecast to post a net loss per share of AU$0.22 next year compared to a net loss per share of AU$2.12 last year.
Breakeven Date Change • May 18No longer forecast to breakevenThe 2 analysts covering Mayne Pharma Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$17.8m in 2026. New consensus forecast suggests the company will make a loss of AU$2.05m in 2026.
공고 • Jul 17Mayne Pharma Group Limited Announces Appointment of Griffin D. Buchanan as Chief Financial Officer, Effective August 1, 2026Mayne Pharma Group Limited announced the appointment of Mr. Griffin D. Buchanan as Chief Financial Officer (CFO) of the Company, effective August 1, 2026. Mr. Griffin D. Buchanan is a senior finance executive with extensive experience in global medical technology and healthcare. He joined Mayne Pharma from Establishment Labs, a global medical technology company focused on women's health, where he served as Vice President, Operational Finance, leading financial planning, analysis and operational performance across the business. Prior to Establishment Labs, Mr. Buchanan spent over 19 years at Siemens Healthineers, where he held a series of senior finance leadership roles. As VP of Finance (country, business line CFO) for its Enterprise Services business, he held P&L, balance sheet and cash flow accountability for a business generating approximately USD 1.4 billion in annual revenue. Mr. Buchanan holds an Executive MBA from Friedrich-Alexander-Universität Erlangen-Nürnberg and a Bachelor of Science, Business Administration, Information Technologies & Operations from the University of New Hampshire's Peter T. Paul College of Business and Economics.
새로운 내러티브 • Jul 17Women’s Health Expansion And Manufacturing Upgrade Will Support Stronger Long-Term Earnings PotentialCatalysts About Mayne Pharma Group Mayne Pharma Group is a specialty pharmaceutical company focused on Women's Health, Dermatology and International markets. What are the underlying business or industry changes driving this perspective?
Price Target Changed • Jul 03Price target decreased by 20% to AU$4.62Down from AU$5.75, the current price target is an average from 2 analysts. New target price is 67% above last closing price of AU$2.76. Stock is down 46% over the past year. The company posted a net loss per share of AU$1.14 last year.
새로운 내러티브 • Jul 02Rising Women's Health Costs And Flat Revenue Will Eventually Reveal Underappreciated Earnings PotentialCatalysts About Mayne Pharma Group Mayne Pharma Group is a pharmaceutical company focused on Women's Health, Dermatology and International markets, with an emphasis on branded products and specialized distribution models. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Jul 02NoneAnalysts have reduced their price target for Mayne Pharma Group from A$5.75 to A$4.62, citing updated assumptions that pair a lower revenue growth outlook with a slightly higher discount rate. This is partly offset by a firmer profit margin and a lower future P/E multiple.
새로운 내러티브 • May 01Women’s Health Trends And Dermatology Platform Will Reshape Long-Term Earnings ProfileCatalysts About Mayne Pharma Group Mayne Pharma Group focuses on branded and specialty pharmaceutical products in Women's Health, Dermatology and International markets. What are the underlying business or industry changes driving this perspective?
Board Change • Mar 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. Non-Executive Director David Petrie was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Feb 25+ 2 more updatesMayne Pharma Group Limited Announces CEO ChangesMayne Pharma Group Limited announced that on 20 February 2026 (US time) Mr. Shawn Patrick O'Brien stepped down as Chief Executive Officer, and Mr. Aaron Gray, currently Mayne Pharma's Chief Financial Officer, was appointed Chief Executive Officer. Mr. O'Brien joined Mayne Pharma as CEO and Managing Director in October 2022 and will remain available to the Board in an advisory capacity until May 1, 2026 to support an orderly transition to Mr. Aaron Gray as part of Mayne Pharma's structured succession process. Aaron Gray joined Mayne Pharma in July 2022 and has been the Chief Financial Officer since August 29, 2022. He brings over 20 years of experience to the role. Prior to joining Mayne Pharma, Aaron held senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20 billion in revenues and 48,000 employees globally. Most recently, he was Senior Vice President, USA Customer Finance with EUR5 billion in revenues. Prior to joining Siemens Healthineers, he spent 15 years in finance roles at Siemens AG energy divisions. Aaron has significant expertise in the areas of financial planning and analysis, strategy, digitisation, sales operations, manufacturing, risk management and operational excellence.
공고 • Feb 19Mayne Pharma Group Limited to Report First Half, 2026 Results on Feb 23, 2026Mayne Pharma Group Limited announced that they will report first half, 2026 results on Feb 23, 2026
공고 • Jan 15Mayne Pharma Receives Notice of Appeal Filed by Cosette and Its Bidco with the Supreme Court of New South Wales, Court of AppealMayne Pharma Group Limited refers to its announcement on 16 October 2025 relating to the judgment delivered on 15 October 2025 in which the Supreme Court of New South Wales found in favour of Mayne Pharma and its announcement on 10 November 2025 regarding a notice of intention to appeal filed by Cosette Pharmaceuticals Inc. (Cosette) and its BidCo. Mayne Pharma has received a notice of appeal filed by Cosette and its BidCo with the Supreme Court of New South Wales, Court of Appeal. The two grounds set out in the notice of appeal seek to challenge various of the Court's findings related to: Mayne Pharma's FY25 EBITDA the subject of Cosette's misleading and deceptive conduct claim; and Cosette's allegation that a Mayne Material Adverse Change had occurred on the basis of Cosette's pleaded Third Quarter FY25 Sales Performance Matters.
공고 • Jan 14Mayne Pharma Group Limited Announces Board Changes Effective January 14, 2026Mayne Pharma Group Limited announced that the Board of Directors has decided to reduce the size of the Board. Mr. Frank Condella, Board Chair, will retire from the Board effective January 14, 2026. Mr. Condella has served as a director of Mayne Pharma since May 2018 and as Board Chair since September 2021. Non-Executive directors Mr. Patrick Blake and Mrs. Anne Lockwood will step down from the Board following the release of the Company’s half year results in February 2026 to focus on other opportunities. Mr. Blake has served as a director since June 2018. Mrs. Lockwood has served as a director since November 2023. Professor Bruce Robinson has been appointed as Non-Executive Chair of the Board effective January 14, 2026. Professor Robinson was appointed a Non-Executive Director of the Company in August 2014. He is a Non-Executive Director of Cochlear Limited and CS Pharmaceuticals Limited. He is formerly a Board Member of the Woolcock Institute, was Chair of the National Health and Medical Research Council and Chair of the Medical Benefits Review Taskforce. Professor Robinson is Chair of the Science, Technology and Medical Committee and a member of the Nomination Committee.
공고 • Dec 22Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026Mayne Pharma Group Limited, Annual General Meeting, Jan 29, 2026. Location: minter ellison office, level 20, collins arch, 447 collins st, and, melbourne Australia
New Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 15% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable next year (AU$40m net loss next year). Share price has been volatile over the past 3 months (15% average weekly change).
Board Change • Nov 01Insufficient 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. 6 experienced directors. 1 highly experienced director. Independent Non Executive Director Anne Lockwood was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Oct 03New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: AU$90m Forecast net loss in 1 year: AU$40m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 31Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: AU$1.14 loss per share (improved from AU$2.12 loss in FY 2024). Revenue: AU$408.1m (up 5.1% from FY 2024). Net loss: AU$90.1m (loss narrowed 47% from FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 3.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Earnings have declined by 3.4% per year over the past 5 years.
공고 • Aug 01Mayne Pharma Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025Mayne Pharma Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025
New Risk • Jul 29New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$118m Forecast net loss in 2 years: AU$5.7m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$12m free cash flow). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$5.7m net loss in 2 years).
공고 • Apr 10TherapeuticsMD, Inc. Files Lawsuit Against Mayne Pharma for Contract BreachesOn April 8, 2025, TherapeuticsMD Inc., a Nevada corporation (the “Company”), filed a lawsuit against Mayne Pharma LLC (“Mayne Pharma”) in the United States District Court for the District of Delaware (the “Mayne Lawsuit”) seeking damages for breach of contract, breach of the implied covenant of good faith and fair dealing, fraudulent inducement, and unjust enrichment related to Mayne Pharma’s actions in relation to the License Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma and the Transaction Agreement, dated December 4, 2022, as amended, between the Company and Mayne Pharma. The Mayne Lawsuit primarily pertains to the previously disclosed disputes between the Company and Mayne Pharma relating to certain net working capital allowances and certain actions or inactions by Mayne Pharma relating thereto. The Mayne Lawsuit is TherapeuticsMD Inc. v. Mayne Pharma LLC, Case No. not assigned (D. Del.).
Reported Earnings • Feb 27First half 2025 earnings released: AU$0.25 loss per share (vs AU$0.88 loss in 1H 2024)First half 2025 results: AU$0.25 loss per share (improved from AU$0.88 loss in 1H 2024). Revenue: AU$213.1m (up 13% from 1H 2024). Net loss: AU$20.0m (loss narrowed 72% from 1H 2024). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 43% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Price Target Changed • Feb 24Price target increased by 9.6% to AU$6.68Up from AU$6.09, the current price target is an average from 2 analysts. New target price is 7.3% below last closing price of AU$7.20. The company is forecast to post a net loss per share of AU$0.18 next year compared to a net loss per share of AU$2.12 last year.
공고 • Feb 22Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million.Cosette Pharmaceuticals, Inc. agreed to acquire Mayne Pharma Group Limited (ASX:MYX) from Viburnum Funds Pty Ltd, Bruce Mathieson and others for approximately AUD 600 million on February 20, 2025. A cash consideration of AUD 601.22 million valued at AUD 7.4 per share will be paid by Cosette Pharmaceuticals, Inc. As part of consideration, AUD 601.22 million is paid towards common equity of Mayne Pharma Group Limited. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is May 21, 2025 to June 10, 2025. Jefferies Pty Ltd acted as financial advisor for Mayne Pharma Group Limited. Arnold & Porter Kaye Scholer LLP acted as legal advisor for Mayne Pharma Group Limited. Gilbert and Tobin acted as legal advisor for Mayne Pharma Group Limited. Ropes & Gray LLP acted as legal advisor for Cosette Pharmaceuticals, Inc. Corrs Chambers Westgarth acted as legal advisor for Cosette Pharmaceuticals, Inc. UBS Securities LLC acted as financial advisor for Cosette Pharmaceuticals, Inc. Santander US Capital Markets LLC acted as financial advisor for Cosette Pharmaceuticals, Inc.
New Risk • Feb 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$36m free cash flow). Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).
분석 기사 • Feb 13Mayne Pharma Group Limited (ASX:MYX) Held Back By Insufficient Growth Even After Shares Climb 26%Mayne Pharma Group Limited ( ASX:MYX ) shareholders would be excited to see that the share price has had a great month...
공고 • Feb 10+ 1 more updateMayne Pharma Group Limited Provides Earnings Guidance for the First Half Ended 31 December 2024Mayne Pharma Group Limited provided earnings guidance for the first half ended 31 December 2024. For the period, the company expects revenues to be $210 million to $215 million, reflecting 12 - 14% growth on first half of 2024.
Major Estimate Revision • Dec 03Consensus EPS estimates upgraded to AU$0.18 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from AU$434.5m to AU$418.1m. 2025 losses expected to reduce from -AU$0.222 to -AU$0.184 per share. Pharmaceuticals industry in Australia expected to see average net income decline 0.6% next year. Consensus price target broadly unchanged at AU$6.10. Share price rose 14% to AU$5.42 over the past week.
분석 기사 • Sep 01A Piece Of The Puzzle Missing From Mayne Pharma Group Limited's (ASX:MYX) 30% Share Price ClimbMayne Pharma Group Limited ( ASX:MYX ) shares have had a really impressive month, gaining 30% after a shaky period...
Price Target Changed • Aug 28Price target decreased by 12% to AU$6.09Down from AU$6.89, the current price target is an average from 2 analysts. New target price is 18% above last closing price of AU$5.16. Stock is up 8.6% over the past year. The company is forecast to post a net loss per share of AU$0.22 next year compared to a net loss per share of AU$2.12 last year.
New Risk • Aug 23New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$36m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-AU$36m free cash flow). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$2.1m net loss in 2 years).
Reported Earnings • Aug 23Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: AU$2.12 loss per share (improved from AU$3.86 loss in FY 2023). Revenue: AU$388.4m (up 112% from FY 2023). Net loss: AU$168.6m (loss narrowed 47% from FY 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 102%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 47% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Breakeven Date Change • May 18No longer forecast to breakevenThe 2 analysts covering Mayne Pharma Group no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of AU$17.8m in 2026. New consensus forecast suggests the company will make a loss of AU$2.05m in 2026.
New Risk • May 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$274m Forecast net loss in 2 years: AU$11m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Mar 03Consensus revenue estimates increase by 14%, EPS downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from AU$337.6m to AU$384.3m. EPS estimate fell from -AU$0.733 to -AU$1.02 per share. Pharmaceuticals industry in Australia expected to see average net income decline 32% next year. Consensus price target up from AU$4.65 to AU$7.04. Share price rose 30% to AU$6.80 over the past week.
Reported Earnings • Feb 28First half 2024 earnings released: AU$0.88 loss per share (vs AU$1.38 loss in 1H 2023)First half 2024 results: AU$0.88 loss per share (improved from AU$1.38 loss in 1H 2023). Revenue: AU$187.9m (up 260% from 1H 2023). Net loss: AU$70.5m (loss narrowed 38% from 1H 2023). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Breakeven Date Change • Feb 27Forecast to breakeven in 2026The 2 analysts covering Mayne Pharma Group expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 91% per year to 2025. The company is expected to make a profit of AU$17.8m in 2026. Average annual earnings growth of 110% is required to achieve expected profit on schedule.
공고 • Feb 21+ 1 more updateMayne Pharma Group Limited to Report Fiscal Year 2024 Results on Aug 23, 2024Mayne Pharma Group Limited announced that they will report fiscal year 2024 results on Aug 23, 2024
공고 • Feb 12Mayne Pharma Group Limited to Report First Half, 2024 Results on Feb 26, 2024Mayne Pharma Group Limited announced that they will report first half, 2024 results on Feb 26, 2024
Board Change • Dec 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Anne Lockwood was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Dec 06Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$313.7m to AU$337.6m. EPS estimate increased from -AU$0.844 per share to -AU$0.733 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 24% next year. Consensus price target up from AU$3.90 to AU$4.65. Share price rose 7.4% to AU$5.55 over the past week.
공고 • Nov 30Mayne Pharma Group Limited Approves Election of Anne LockwoodMayne Pharma Group Limited at its AGM approved election of Anne Lockwood.
공고 • Oct 27Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023Mayne Pharma Group Limited, Annual General Meeting, Nov 30, 2023, at 10:00 AUS Eastern Standard Time. Location: MinterEllison Offices, Lvl 20, Collins Arch, 447 Collins St Melbourne Australia Agenda: To consider and approve the statutory reports for the financial year ended 30 June 2023; to consider and approve the election of Director; to consider and approve the remuneration report; to consider and approve the Short-Term Incentive grant of Restricted Stock Unit Performance Rights and a Long-Term Incentive grant of Performance Rights to the CEO and Managing Director; to consider and approve the appointment of BDO Audit Pty Ltd as the Company's auditor; and to consider and approve the extension of the on-market share buy-back.
Recent Insider Transactions • Oct 26Independent Non-Executive Director recently bought AU$69k worth of stockOn the 25th of October, Kathryn MacFarlane bought around 18k shares on-market at roughly AU$3.84 per share. This transaction amounted to 90% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$409k more in shares than they have sold in the last 12 months.
Major Estimate Revision • Oct 25Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$300.3m to AU$313.7m. EPS estimate increased from -AU$0.967 per share to -AU$0.844 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 23% next year. Consensus price target up from AU$3.24 to AU$3.50. Share price rose 26% to AU$3.93 over the past week.
Reported Earnings • Sep 01Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: AU$3.86 loss per share (further deteriorated from AU$3.20 loss in FY 2022). Revenue: AU$183.6m (down 57% from FY 2022). Net loss: AU$317.4m (loss widened 21% from FY 2022). Revenue missed analyst estimates by 31%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 37% p.a. on average during the next 2 years, compared to a 1.6% decline forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 20% per year.
New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$287m). Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (AU$52m net loss in 2 years).
공고 • Aug 24Mayne Pharma Group Limited to Report Fiscal Year 2023 Results on Aug 31, 2023Mayne Pharma Group Limited announced that they will report fiscal year 2023 results on Aug 31, 2023
공고 • Jul 27Mayne Pharma Group Limited Announces Retirement of Carolyn Myers from the Board At the End of July 2023Mayne Pharma Group Limited announced that Dr. Carolyn Myers will retire from the Board at the end of July 2023.Dr Myers has served as a Director of Mayne Pharma since October 2021. She was appointed to theBoard after being nominated by Mithra Pharmaceuticals SA under the terms of the license andsupply agreement to commercialise NEXTSTELLIS® (E4/DRSP) oral contraceptive in the UnitedStates.
Recent Insider Transactions • Mar 28Independent Non-Executive Chairman recently bought AU$74k worth of stockOn the 27th of March, Frank Condella bought around 21k shares on-market at roughly AU$3.52 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Frank's only on-market trade for the last 12 months.
분석 기사 • Mar 06Things Look Grim For Mayne Pharma Group Limited (ASX:MYX) After Today's DowngradeThe latest analyst coverage could presage a bad day for Mayne Pharma Group Limited ( ASX:MYX ), with the analysts...
Major Estimate Revision • Mar 06Consensus revenue estimates fall by 19%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$332.0m to AU$268.9m. Forecast losses increased from -AU$0.709 to -AU$1.03 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 21% next year. Consensus price target down from AU$5.06 to AU$4.03. Share price rose 22% to AU$3.84 over the past week.
Price Target Changed • Mar 02Price target decreased by 24% to AU$3.86Down from AU$5.06, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$3.94. Stock is down 12% over the past year. The company is forecast to post a net loss per share of AU$0.71 next year compared to a net loss per share of AU$3.20 last year.
Reported Earnings • Mar 01First half 2023 earnings released: AU$0.078 loss per share (vs AU$0.62 loss in 1H 2022)First half 2023 results: AU$0.078 loss per share. Revenue: AU$101.2m (down 49% from 1H 2022). Net loss: AU$129.1m (loss widened 156% from 1H 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Pharmaceuticals industry in Australia.
공고 • Feb 15+ 1 more updateMayne Pharma Group Limited to Report First Half, 2023 Results on Feb 28, 2023Mayne Pharma Group Limited announced that they will report first half, 2023 results on Feb 28, 2023
공고 • Jan 14Mayne Pharma Group Limited and Mithra Pharmaceuticals, SA Announces US Launch of Haloette, a Generic Version of NuvaringMayne Pharma Group Limited and Mithra Pharmaceuticals, SA announced the launch of HALOETTE (etonogestrel and ethinyl estradiol) a vaginal hormonal contraceptive ring into the US market. HALOETTE contraceptive is a generic version of NUVARING, a combined hormonal contraceptive flexible ring indicated for the prevention of pregnancy. Under the terms of the long-term license and supply agreement, Mayne Pharma will pay Mithra a milestone of EUR 1.6 million.
Upcoming Dividend • Jan 11Inaugural dividend of AU$0.065 per shareEligible shareholders must have bought the stock before 18 January 2023. Payment date: 27 January 2023. The company last paid an ordinary dividend in . The average dividend yield among industry peers is 2.3%.
Major Estimate Revision • Dec 10Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2023 has deteriorated. 2023 revenue forecast decreased from AU$395.3m to AU$350.1m. Forecast losses increased from -AU$0.02 to -AU$0.04 per share. Pharmaceuticals industry in Australia expected to see average net income growth of 21% next year. Consensus price target down from AU$0.37 to AU$0.28. Share price fell 15% to AU$0.20 over the past week.
분석 기사 • Dec 03Analysts Just Slashed Their Mayne Pharma Group Limited (ASX:MYX) EPS NumbersOne thing we could say about the analysts on Mayne Pharma Group Limited ( ASX:MYX ) - they aren't optimistic, having...
Major Estimate Revision • Dec 02Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast fell from AU$428.0m to AU$345.1m. EPS estimate unchanged from -AU$0.034 per share at last update. Pharmaceuticals industry in Australia expected to see average net income growth of 21% next year. Consensus price target down from AU$0.41 to AU$0.28. Share price fell 13% to AU$0.24 over the past week.
Price Target Changed • Dec 01Price target decreased to AU$0.37Down from AU$0.41, the current price target is an average from 4 analysts. New target price is 55% above last closing price of AU$0.24. Stock is down 9.4% over the past year. The company is forecast to post a net loss per share of AU$0.022 next year compared to a net loss per share of AU$0.16 last year.
분석 기사 • Dec 01Is Mayne Pharma Group (ASX:MYX) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO, MD & Director Shawn O’Brien was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Oct 29Mayne Pharma Group Limited Declares Fully Franked Special Dividend, Payable on 27 January 2023Mayne Pharma Group Limited declared a fully franked special dividend of approximately $47.3 million (2.72 cents per share) The Special Dividend and Capital Return are expected to be paid to shareholders on 27 January 2023, subject to the timing of feedback from the ATO and shareholder approval at Mayne Pharma's Annual General Meeting (AGM) to be held on the 30 November 2022.
공고 • Sep 28+ 1 more updateMayne Pharma Group Limited Announces Executive Changes Effective from 1 October 2022Mayne Pharma Group Limited announced it has appointed Mr. Shawn Patrick O'Brien as Managing Director effective from 1 October 2022. This follows from the previously announced retirement of Mr. Scott Richards and a comprehensive search for a successor. Mr. O'Brien has more than 35 years of global pharmaceutical industry experience building successful enterprises. He is currently founding partner of Key BioPharma Partners providing advice to life science companies and capital providers. He was previously the Chairman and CEO of Genomind Inc., a personalised mental health platform company, and CEO of publicly listed Cipher Pharmaceuticals Inc., a specialty pharmaceutical company with a portfolio of commercial stage dermatology products. He has also been President and CEO of three private biotechs including AltheRx Pharmaceuticals; Profectus BioSciences and Solstice Neurosciences. Mr. O'Brien held multiple senior leadership roles at AstraZeneca, one of the largest global pharmaceutical companies. At AstraZeneca he was responsible for key brands such as FASLODEX®, SYMBICORT®, PULMICORT® and SEROQUEL® which all became billion-dollar brands. Mr. Richards will cease to be Managing Director and a member of the Board of Directors of Mayne Pharma with effect from 1 October 2022. Mr. Richards will remain an employee until 30 November to help ensure a well-managed transition to the new CEO.
Price Target Changed • Sep 06Price target decreased to AU$0.40Down from AU$0.43, the current price target is an average from 4 analysts. New target price is 41% above last closing price of AU$0.28. Stock is down 13% over the past year. The company is forecast to post a net loss per share of AU$0.022 next year compared to a net loss per share of AU$0.16 last year.
공고 • Aug 31Mayne Pharma Group Limited Announces Management ChangesMayne Pharma Group Limited announced that Mr. David Petrie has accepted an invitation to join the Board of Mayne Pharma, effective 1 September 2022. The Company announced that Mr. Ian Scholes, Deputy Chair will retire from the Board at the end of September 2022. Mr. Petrie is an accomplished M&A executive with over 30 years of advisory experience in public and private mergers and acquisitions, capital management and debt and equity raisings. He is currently Principal at Stratford Advisory Group, an independent corporate and financial advisory firm. Previously, he spent 23 years at Merrill Lynch/Bank of America including Managing Director and Head of Investment Banking Melbourne. He has worked on more than 100 transactions across a range of market sectors including healthcare. Mr. Scholes has served as a Director of Mayne Pharma since October 2007 and is currently the Chair of the Audit and Risk Committee and a member of the Remuneration and People Committee and Nomination Committee. Mr. Petrie has a Bachelor of Commerce (Honours) and Bachelor of Law (Honours) from the University of Melbourne. He has been a CPA for 30 years and is admitted as Barrister and Solicitorof the Supreme Court of Victoria. Mr. Petrie will also join Mayne Pharma's Audit and Risk Committee and the Remuneration and People Committee.
Reported Earnings • Aug 27Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: AU$0.16 loss per share (down from AU$0.13 loss in FY 2021). Revenue: AU$424.8m (up 6.0% from FY 2021). Net loss: AU$263.3m (loss widened 26% from FY 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 302%. Over the next year, revenue is expected to shrink by 4.8% compared to a 751% growth forecast for the Pharmaceuticals industry in Australia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공고 • Aug 19Scott Richards Plans to Retire as CEO of Mayne Pharma Group LimitedMayne Pharma Group Limited announced that Chief Executive Officer (CEO) Scott Richards has announced his intention to retire following a decision by the Board to relocate the CEO role to the US on a permanent basis. Mr. Richards is unable to make this commitment and wants to return to Australia for personal reasons. Mr. Richards joined Mayne Pharma in February 2012 and has spent more than 10 years in the CEO role including the last five years in the US on a temporary basis. It is planned that he will continue as CEO while the Board conducts a process for a timely and orderly transition to a new US-based CEO and until a smooth handover has been completed.
Price Target Changed • Aug 17Price target increased to AU$0.43Up from AU$0.37, the current price target is an average from 4 analysts. New target price is 13% above last closing price of AU$0.39. Stock is up 33% over the past year. The company is forecast to post a net loss per share of AU$0.04 next year compared to a net loss per share of AU$0.13 last year.
공고 • Jul 22Mayne Pharma Group Limited Announces CFO ChangesMayne Pharma Group Limited advised that Mr. Aaron Gray has been appointed as Chief Financial Officer (CFO), effective 29 August 2022. This follows the Company's decision to relocate the CFO role to the commercial office in Raleigh, North Carolina, USA to be co-located with the CEO and other key commercial franchises. Aaron, a USA resident based in North Carolina brings more than 20 years of experience to the role. For the last six years, Aaron has been in senior finance roles at Siemens Healthineers, a leading global medical technology company with EUR20b in revenues and 48,000 employees globally. Most recently, he was Senior Vice President - USA Customer Finance with EUR5b in revenues. Prior to Siemens Healthineers, he spent 15 years in finance roles at Siemens, AG energy divisions. Aaron has a Bachelor of Science in Finance and Master of Business Administration (MBA) from theUniversity of Central Florida. Mr. Peter Paltoglou will continue as CFO until the release of Mayne Pharma's fiscal year 2022 results on 26 August 2022. Peter has agreed to remain with Mayne Pharma to assist with transition until 30 September 2022.
Price Target Changed • Apr 27Price target decreased to AU$0.36Down from AU$0.47, the current price target is an average from 4 analysts. New target price is 30% above last closing price of AU$0.28. Stock is down 36% over the past year. The company is forecast to post a net loss per share of AU$0.047 next year compared to a net loss per share of AU$0.13 last year.
분석 기사 • Apr 12Is Mayne Pharma Group (ASX:MYX) 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...
분석 기사 • Mar 01Things Look Grim For Mayne Pharma Group Limited (ASX:MYX) After Today's DowngradeMarket forces rained on the parade of Mayne Pharma Group Limited ( ASX:MYX ) shareholders today, when the analysts...
Breakeven Date Change • Feb 28Forecast breakeven date pushed back to 2024The 5 analysts covering Mayne Pharma Group previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 66% per year to 2023. The company is expected to make a profit of AU$16.9m in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.
Reported Earnings • Feb 28First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: AU$0.031 loss per share (up from AU$0.12 loss in 1H 2021). Revenue: AU$196.4m (down 5.9% from 1H 2021). Net loss: AU$50.4m (loss narrowed 72% from 1H 2021). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 21%, compared to a 358% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 32% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Feb 26Consensus EPS estimates fall by 97%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from AU$454.7m to AU$448.7m. Losses expected to increase from AU$0.02 per share to AU$0.04. Pharmaceuticals industry in Australia expected to see average net income growth of 22% next year. Consensus price target broadly unchanged at AU$0.47. Share price fell 11% to AU$0.24 over the past week.
공고 • Feb 10Mayne Pharma Expands U.S Dermatology PortfolioMayne Pharma Group Limited announced it has launched an authorised generic (AG) of one of the larger dermatology products in the United States. Mayne Pharma entered into a license and supply agreement with one of the larger dermatology companies to distribute this product in non-retail channels.
Price Target Changed • Dec 06Price target increased to AU$0.48Up from AU$0.45, the current price target is an average from 5 analysts. New target price is 85% above last closing price of AU$0.26. Stock is down 30% over the past year. The company is forecast to post a net loss per share of AU$0.019 next year compared to a net loss per share of AU$0.13 last year.
Board Change • Dec 06Insufficient 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. 4 experienced directors. 2 highly experienced directors. Director Carolyn Myers was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
분석 기사 • Nov 16We Think Mayne Pharma Group Limited's (ASX:MYX) CEO Compensation Package Needs To Be Put Under A MicroscopeThe results at Mayne Pharma Group Limited ( ASX:MYX ) have been quite disappointing recently and CEO Scott Richards...
분석 기사 • Nov 10Mayne Pharma Group (ASX:MYX) Is Making Moderate Use Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Oct 31High number of new directorsIndependent Non-Executive Deputy Chairman Ian Scholes was the last director to join the board, commencing their role in 2021.
Executive Departure • Oct 07Independent Non Executive Director Bruce Mathieson has left the companyOn the 30th of September, Bruce Mathieson's tenure as Independent Non Executive Director ended after 14.6 years in the role. As of June 2021, Bruce still personally held 105.58m shares (AU$34m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.
Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (AU$3.3m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.
Executive Departure • Oct 07Independent Chairman Roger Corbett has left the companyOn the 30th of September, Roger Corbett's tenure as Independent Chairman ended after 10.7 years in the role. As of June 2021, Roger still personally held 10.44m shares (AU$3.3m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 3.92 years.
공고 • Sep 24U.S. Food and Drug Administration Approves Mayne Pharma LEXETTE for Adolescent Plaque PsoriasisMayne Pharma announced that the U.S. Food and Drug Administration has approved LEXETTE® (halobetasol propionate) foam, 0.05% for use in adolescents. LEXETTE, a super potent topical corticosteroid, is now approved for the treatment of plaque psoriasis in patients aged 12 years and older. The FDA approved LEXETTE in 2018 based on evidence from two multicentre, randomized, double-blind, vehicle-controlled studies (n=560) in patients with plaque psoriasis involving between 2% to 12% body surface area. Additional data were obtained in a follow-on open label study in patients aged 12 to 17 years of age with plaque psoriasis. Psoriasis is a chronic inflammatory disease affecting approximately 8 million Americans each year and 1% of children and adolescents in the US. The most common form, plaque psoriasis, affects roughly 80% of people who have the condition.
Recent Insider Transactions • Sep 04Independent Non-Executive Director recently bought AU$137k worth of stockOn the 1st of September, Frank Condella bought around 412k shares on-market at roughly AU$0.33 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Price Target Changed • Aug 30Price target decreased to AU$0.42Down from AU$0.46, the current price target is an average from 7 analysts. New target price is 45% above last closing price of AU$0.29. Stock is down 15% over the past year.
Reported Earnings • Aug 29Full year 2021 earnings released: AU$0.13 loss per share (vs AU$0.061 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: AU$400.8m (down 12% from FY 2020). Net loss: AU$208.4m (loss widened 125% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
분석 기사 • May 17Mayne Pharma Group (ASX:MYX) Is Carrying A Fair Bit Of DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Mar 22Is Mayne Pharma Group Limited (ASX:MYX) Trading At A 37% Discount?Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mayne Pharma Group...
공고 • Mar 07Mayne Pharma Announces New Data Showing Treatment with Nextstellis® Investigational Combined Oral Contraceptive (Coc) Containing Drospirenone (Drsp) and EstetrolMayne Pharma announced new data showing treatment with NEXTSTELLIS®,1 a novel, investigational combined oral contraceptive (COC) containing drospirenone (DRSP) and estetrol (E4), resulted in limited changes in endocrine markers, including lower increases in hormone binding globulins, compared with COCs based on ethinyl-estradiol (EE), the synthetic estrogen used in all but one of the marketed COCs. The data was presented at the annual meeting of the International Society for the Study of Women's Sexual Health (ISSWSH), held virtually in the U.S. from March 5-7. Historically, some COCs have been associated with a decrease in circulating androgens and increases in hormone binding globulins. These endocrine changes can result in hormonal imbalance and have been associated with side effects such as acne, excess facial and body hair, or changes in libido. In a phase 2 study, titled "Endocrine and metabolic effects of an oral contraceptive containing estetrol and drospirenone," the changes from the baseline serum concentration of various endocrine and liver protein markers at cycle 3 and 6 were determined in subjects receiving NEXTSTELLIS or a COC formulation containing EE combined with either levonorgestrel (LNG/EE) or drospirenone (DRSP/EE). Comparative findings include: A significant increase in sex hormone-binding globulin (SHBG) was observed at cycle 3 (240%) and 6 (251%) with DRSP/EE as compared to baseline or those observed with NEXTSTELLIS (52% and 55%). LNG/EE was not significantly different at cycle 3 or 6. At cycle 6, decrease in total testosterone (TT) and free testosterone (FT) with NEXTSTELLIS (31% and 50%) was not significantly different from those noted with LNG/EE (38% and 50%) or DRSP/EE (33% and 71%). At cycle 3, there were no decreases noted in any group. At cycle 6, NEXTSTELLIS had a significantly lower impact on dehydroepiandrosterone sulfate (DHEA-S) levels than DRSP/EE (10% vs. 27%). No differences were noted between DRSP/E4 and LNG/EE. In the randomized, open-label, three-arm parallel study, participants received DRSP 3 mg/E4 15 mg (n = 38), LNG 150 mcg/EE 30 mcg (n = 29), or DRSP 3 mg/EE 20 mcg (n = 31) in a 24/4-day regimen of six consecutive, 28-day treatment cycles. Changes from baseline in serum TT, FT, androstenedione, DHEA-S, cortisol binding globulin (CBG), SHBG, and thyroxine binding globulin (TBG) were determined at cycle 3 and 6. Developed by Mayne Pharma's development and manufacturing partner Mithra Pharmaceuticals SA, NEXTSTELLIS® is a novel, investigational combined oral contraceptive pill containing 3 mg drospirenone (DRSP) and 15 mg estetrol (E4). E4 is a naturally occurring estrogen that is produced by the human fetal liver during pregnancy and can now be produced from a plant source. In June 2020, the U.S. Food and Drug Administration (FDA) accepted for review a New Drug Application (NDA) submitted by Mayne Pharma for NEXTSTELLIS to prevent pregnancy. The NDA submission included results from two phase 3 clinical studies conducted in more than 3,725 women aged 16 to 50 years. If approved, NEXTSTELLIS would be the first contraceptive product containing E4 and the first new estrogen introduced in the U.S. for contraceptive use in approximately 50 years.
