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BELLUS Health Inc.NasdaqGS:BLU 주식 보고서

시가총액 US$1.9b
주가
n/a
US$11.15
해당 없음내재 할인율
1Y47.1%
7D0%
1D
포트폴리오 가치
​
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BELLUS Health Inc.

NasdaqGS:BLU 주식 리포트

시가총액: US$1.9b

This company has been acquired

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

BELLUS Health (BLU) 주식 개요

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

BLU 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장2/6
과거 실적0/6
재무 건전성6/6
배당0/6

강점

수익은 연간 69% 증가할 것으로 예상됩니다.

위험 분석

수익이 USD$1m 미만입니다($15K)

지난 3개월 동안 주가 변동성이 US 시장과 비교했을 때 매우 높았습니다.

지난 1년 동안 주주가 희석되었습니다.

현재 수익성이 없으며 향후 3년 동안 수익을 낼 것으로 예상되지 않습니다.


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BELLUS Health Inc. 경쟁사

가격 이력 및 성과

BELLUS Health 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가CA$14.74
52주 최고가CA$14.76
52주 최저가CA$6.38
베타-0.28
1개월 변동1.24%
3개월 변동104.72%
1년 변동47.11%
3년 변동24.60%
5년 변동867.73%
IPO 이후 변동-98.95%

최근 뉴스 및 업데이트

Recent updates

Seeking Alpha • Sep 07

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

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

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

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

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

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

Bellus Health - Betting Big On Chronic Cough Treatment

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

주주 수익률

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

수익률 대 산업: BLU은 지난 1년 동안 25.7%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BLU은 지난 1년 동안 21.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

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

안정적인 주가: BLU의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: BLU의 주간 변동성은 지난 1년간 15%에서 28%로 증가했습니다.

회사 소개

설립직원 수CEO웹사이트
199374Roberto Belliniwww.bellushealth.com

BELLUS Health Inc. 기초 지표 요약

BELLUS Health의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BLU 기초 통계
시가총액US$1.87b
순이익 (TTM)-US$86.79m
매출 (TTM)US$15.00k
Over9,999x
주가매출비율(P/S)
-21.5x
주가수익비율(P/E)

BLU는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BLU 손익계산서 (TTM)
매출US$15.00k
매출원가US$0
총이익US$15.00k
기타 비용US$86.80m
순이익-US$86.79m

최근 보고된 실적

Mar 31, 2023

다음 실적 발표일

해당 없음

주당순이익(EPS)-0.68
총이익률100.00%
순이익률-578,586.67%
부채/자본 비율0%

BLU의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2023/06/28 06:23
종가2023/06/28 00:00
수익2023/03/31
연간 수익2022/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

BELLUS Health Inc.는 11명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brian SkorneyBaird
Justin ZelinBTIG
Pooya HemamiEdison Investment Research