Epizyme, Inc.

NasdaqGS:EPZM 주식 리포트

시가총액: US$247.5m

This company has been acquired

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

Epizyme 과거 순이익 실적

과거 기준 점검 0/6

핵심 정보

-16.75%

순이익 성장률

-2.39%

주당순이익(EPS) 성장률

Biotechs 산업 성장률17.04%
매출 성장률24.43%
자기자본이익률n/a
순이익률-391.88%
최근 순이익 업데이트30 Jun 2022

최근 과거 실적 업데이트

Recent updates

Seeking Alpha • Aug 09

Epizyme GAAP EPS of -$0.21, revenue of $27.5M

Epizyme press release (NASDAQ:EPZM): Q2 GAAP EPS of -$0.21. Revenue of $27.5M (+111.4% Y/Y).
Seeking Alpha • Jul 05

Epizyme Acquisition By Ipsen: CVR Value

Epizyme’s approved drug Tazverik revenue disappointed investors. Ipsen will pay $1.45 per share for Epizyme stock, plus a CVR. Any speculation at this point is about the value of the CVR. Epizyme (EPZM) graduated to being a commercial pharmaceutical company in 2020 when the FDA approved its cancer drug Tazverik. Sales never lived up to expectations, leaving Epizyme in a difficult situation in this time when raising capital for biotechnology research and development has largely dried up. Ipsen S. A. (IPSEY) has announced a plan to acquire Epizyme. The cash tender price is $1.45 per share. The stock closed on July 1 at $1.48 per share. The remaining question for Epizyme shareholders (including me), or for anyone wishing to speculate in the stock before the acquisition is completed, is the value of the CVRs (Contingent Value Rights). The focus of this article will be on possible outcomes for the CVRs. First, to inform that discussion, I will recap Epizyme history, particularly Tazverik sales figures. History highlights for Epizyme and Tazverik Epizyme was formed in 2007 to focus on epigenetic medicines. Epigenetics is a relatively new field that explores the turning on and off of genes by developmental processes, sometimes including across generations. Its lead therapy was Tazemetostat, an EZH2 inhibitor, and its first target was epithelioid sarcoma. Having been given both accelerated approval and orphan drug designation by the FDA, it reported positive Phase 2 results in October 2018. In January 2020 the FDA granted Tazverik accelerated approval for patients with epithelioid sarcoma, when it was metastatic or locally advanced and not eligible for complete resection. On January 22, 2020, the price of Epizyme stock hit $26.72 per share. That would be its all-time high. [Let that be a lesson to us all.] In December 2019 Epizyme submitted a New Drug Application to the FDA for treating a more common indication, follicular lymphoma, with Tazverik. Meanwhile, sales for the sarcoma indication got off to a slow start, largely because not that many patients fell within the label. But in June 2020 the FDA approved Tazverik for relapsed/refractory follicular lymphoma. The label narrowed the window to those patients who had an EZH2 mutation and had already received two prior systemic therapies, and those who had no satisfactory alternative treatment options. While follicular lymphoma is a relatively common cancer, third and fourth line patients with an EZH2 mutation are relatively few in number. In addition, other therapies competed in the third line market. Quarter after quarter revenue results were released, and they missed expectations that had been set by management. Here are revenue figures since Tazverik was approved: Quarter Revenue ($ millions) Q1 2020 $1.4 Q2 2020 2.5 Q3 2020 3.6 Q4 2020 8.4 Q1 2021 7.6 Q2 2021 13.0 Q3 2021 5.2 Q4 2021 11.6 Q1 2022 8.7 Table compiled by author from Seeking Alpha EPZM financials While there was an upward trend over time, we seem to be at about a $40 million annual revenue rate. Operating expenses were far larger, so cash balances kept declining. Meanwhile, at conferences, management continued to assert that Tazverik represents a multi-billion-dollar global market opportunity. In addition, there should be value in the platform and the rest of the pipeline. But with biotech out of favor this last year with investors, raising money to finance operations to get to this possible future apparently became too difficult. There was a common stock offering that raised $79.5 million in January 2022, but as the price of the stock continued to fall, the amount of dilution needed to raise funds looked like a bad proposition. At the end of Q1 2022 Epizyme still had $200 million in cash and believed its runway would last until Q3 2023. Meanwhile the stock hit a 52-week low of $0.41 per share. CVR details We know investors will get $1.45 per share. That is way better than the 52-week low of $0.41 per share, but also way below the 52-week high of $7.94 per share. That part of the offer values the company at $247 million. Each share will receive one CVR. If Tazverik achieves of $250 million in aggregate net sales (excluding in Japan and Greater China) in any period of four consecutive quarters, by 31 December 2026, the CVR will pay $0.30. While 2026 is a good time away, looking at the table above, $250 million per year seems unlikely even with successful label expansion.
분석 기사 • May 16

Some Epizyme, Inc. (NASDAQ:EPZM) Analysts Just Made A Major Cut To Next Year's Estimates

One thing we could say about the analysts on Epizyme, Inc. ( NASDAQ:EPZM ) - they aren't optimistic, having just made a...
Seeking Alpha • Nov 25

Epizyme: Taking Advantage Of Recent Sell-Off

Epizyme has been on my watch list for over a year now due to the company’s flagship product, TAZVERIK. Unfortunately, the company launched TAZVERIK right into strong COVID-19 headwinds. The company's earnings have been lackluster and the share price continues to hit new 52-week lows. Epizyme has responded with a number of actions that intend to improve adoption. I am looking to finally dip my toe in on EPZM during this recent small-cap healthcare sell-off in anticipation the company will eventually achieve their clinical and commercial goals. I discuss my bull thesis and will reveal my plans for establishing a pilot position in the near term.
분석 기사 • Sep 14

Health Check: How Prudently Does Epizyme (NASDAQ:EPZM) Use Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Aug 10

Industry Analysts Just Made A Sizeable Upgrade To Their Epizyme, Inc. (NASDAQ:EPZM) Revenue Forecasts

Shareholders in Epizyme, Inc. ( NASDAQ:EPZM ) may be thrilled to learn that the analysts have just delivered a major...
Seeking Alpha • Jun 22

Epizyme: Potential Comeback With Tazemetostat After Initial Sales Challenge

Epizyme continues to advance its confirmatory studies to keep TAZVERIK on the market for treating patients with epithelioid sarcoma and follicular lymphoma. Sales of TAZVERIK were low at $6.2 million for Q1 2021, but may be due to the COVID-19 environment which hampered sales. Expanded label should improve sales over time. Two basket studies using tazemetostat are expected to be initiated in the second half of 2021; One study will target hematological malignancies and the other study will target solid tumors. A label expansion into other populations of patients with follicular lymphoma using TAZVERIK could eventually help improve sales of the drug.
분석 기사 • Jun 08

Is Epizyme (NASDAQ:EPZM) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Feb 25

Epizyme, Inc. (NASDAQ:EPZM) Analysts Just Trimmed Their Revenue Forecasts By 41%

One thing we could say about the analysts on Epizyme, Inc. ( NASDAQ:EPZM ) - they aren't optimistic, having just made a...
분석 기사 • Jan 16

Is Epizyme (NASDAQ:EPZM) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Dec 12

Would Shareholders Who Purchased Epizyme's (NASDAQ:EPZM) Stock Year Be Happy With The Share price Today?

It's easy to match the overall market return by buying an index fund. While individual stocks can be big winners...

매출 및 비용 세부 내역

Epizyme가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:EPZM 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 2253-208113123
31 Mar 2238-236125123
31 Dec 2137-251134123
30 Sep 2134-267137102
30 Jun 2133-257136102
31 Mar 2122-251133102
31 Dec 2016-232125102
30 Sep 2012-2221140
30 Jun 2014-2021000
31 Mar 2017-192830
31 Dec 1924-17368126
30 Sep 1929-140570
30 Jun 1923-141510
31 Mar 1930-122470
31 Dec 1822-124440
30 Sep 1812-137400
30 Jun 1812-137380
31 Mar 1810-136380
31 Dec 1710-134370
30 Sep 1710-133360
30 Jun 1717-120350
31 Mar 178-120310
31 Dec 168-110280
30 Sep 168-97270
30 Jun 162-96260
31 Mar 162-94250
31 Dec 153-132240
30 Sep 1512-125230

양질의 수익: EPZM 은(는) 현재 수익성이 없습니다.

이익 마진 증가: EPZM는 현재 수익성이 없습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: EPZM은 수익성이 없으며 지난 5년 동안 손실이 연평균 16.7% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 EPZM의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: EPZM은 수익성이 없어 지난 해 수익 성장률을 Biotechs 업계(43%)와 비교하기 어렵습니다.

자기자본이익률

높은 ROE: EPZM의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2022/08/12 17:42
종가2022/08/11 00:00
수익2022/06/30
연간 수익2021/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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지분 구조10년
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분석가 소스

Epizyme, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mohit BansalCitigroup Inc
Michael KingCitizens JMP Securities, LLC
Andrew FeinH.C. Wainwright & Co.