PHM Share Price Performance
€0
-83.50 (-100.00%)
Price €0
Fair Value€75.00
Share Pricen/a
Narrative Update • Jun 25
Pharma Mar, S.A. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 61 Fair Values set on narratives written by author
PHM Community Narratives
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Fair Value
·Fair Value €75 9.3% overvalued intrinsic discount
Regulatory Pressures And Generic Competition Will Squeeze Oncology Margins
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
Fair Value
·Fair Value €125 34.4% undervalued intrinsic discount
Marine Compounds Will Transform Personalized Cancer Treatment Globally
1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
Fair Value
·Fair Value €104.6 21.7% undervalued intrinsic discount
EMA Approval And Global Launch Will Expand Oncology Markets
0users have liked this narrative
1users have commented on this narrative
23users have followed this narrative
Marine Compounds Will Transform Personalized Cancer Treatment Globally
A Spain-based cancer drugmaker bets on hard-to-copy compounds from the sea, and early signs suggest its lead medicine could gain ground faster in Europe and new international markets than many expect. But the story comes with a big catch: the business leans heavily on just a few drugs while competition, partner setbacks, and regulators could quickly change the outlook.Read more
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€125
34.4% undervalued intrinsic discount
Fair Value
Revenue
38.89% p.a.
Profit Margin
69.35%
Future PE
6.3x
Price in 2029
€153.86
Regulatory Pressures And Generic Competition Will Squeeze Oncology Margins
Key Takeaways Pharma Mar's reliance on Zepzelca and legacy products leaves it highly vulnerable to pricing pressures, patent expirations, and biosimilar competition, threatening revenue and margin stability. Escalating R&D costs and a less differentiated pipeline in a shifting oncology market create significant uncertainty for future earnings and product relevance.Read more
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€75
9.3% overvalued intrinsic discount
Fair Value
Revenue
22.16% p.a.
Profit Margin
47.12%
Future PE
10.43x
Price in 2028
€0
EMA Approval And Global Launch Will Expand Oncology Markets
Key Takeaways Expanding product launches, strategic global partnerships, and strong R&D investments position PharmaMar for sustained growth and diversified revenue streams despite competitive pressures. Advances in marine-derived oncology therapies and inclusion in clinical guidelines enhance market relevance, supporting higher margins and long-term earnings potential.Read more
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€104.6
21.7% undervalued intrinsic discount
Fair Value
Revenue
39.32% p.a.
Profit Margin
50.82%
Future PE
8.49x
Price in 2028
€0
Trending Discussion
Recently Updated Narratives
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PHM: First Line Lung Cancer Maintenance Approvals Will Support Medium Term Upside
Fair Value: €125 34.4% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Regulatory Pressures And Generic Competition Will Squeeze Oncology Margins
Fair Value: €75 9.3% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
EMA Approval And Global Launch Will Expand Oncology Markets
Fair Value: €104.6 21.7% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Pharma Mar, S.A. Key Details
About PHM
- Founded
- 1986
- Employees
- 505
- CEO
- WebsiteView website
Pharma Mar, S.A., a biopharmaceutical company, focuses on the research, development, production, and commercialization of bio-active principles for the use in oncology in Spain, Germany, Ireland, France, Switzerland, rest of the European Union, the United States, and internationally. It operates through Oncology and RNA Interference segments. The company offers Yondelis, a synthetic compound derived from the colonial sea squirt ecteinascidia turbinata that treats soft tissue sarcoma and ovarian cancer; Zepzelca, a synthetic compound designed to treat small lung cancer cells; and Aplidin, that is extracted from the ascidian Aplidium albicans to treat patients with multiple myeloma. It also develops LAGOON, which is in Phase III clinical trial for the treatment of small cell lung cancer; SaLuDo, which is in Phase III trial to treat patients with metastatic leiomyosarcoma; as well as PM534 that is Phase I clinical trials for treating solid tumors; PM54, which is in Phase I clinical trials for the treatment of solid tumors; and SYL1801 that is in phase II clinical trials for treating and preventing choroidal neovascularization, such as age-related macular degeneration (AMD) and diabetic retinopathy. In addition, it engages in the research, development, production, and sale of products with therapeutic activity based on reducing or silencing gene expression. Pharma Mar, S.A. was incorporated in 1986 and is based in Madrid, Spain.
