This company has been acquired
Epizyme (EPZM) Aktievy
Epizyme, Inc., a commercial-stage biopharmaceutical company, discovers, develops, and commercializes novel epigenetic medicines for patients with cancer and other diseases in the United States. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 0/6 |
| Utdelningar | 0/6 |
EPZM Community Fair Values
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Epizyme, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$1.47 |
| 52 veckors högsta | US$5.80 |
| 52 veckors lägsta | US$0.41 |
| Beta | -0.42 |
| 1 månads förändring | -0.68% |
| 3 månaders förändring | 182.37% |
| 1 års förändring | -72.78% |
| 3 års förändring | -89.29% |
| 5 års förändring | -89.54% |
| Förändring sedan börsintroduktionen | -93.61% |
Senaste nyheter och uppdateringar
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).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.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...Recent updates
Aktieägarnas avkastning
| EPZM | US Biotechs | US Marknad | |
|---|---|---|---|
| 7D | -3.3% | 2.5% | 2.2% |
| 1Y | -72.8% | 28.7% | 24.8% |
Avkastning vs industri: EPZM presterade sämre än US Biotechs branschen som gav 28.7 % under det senaste året.
Avkastning vs Marknaden: EPZM presterade sämre än US marknaden som gav 24.8 % under det senaste året.
Prisvolatilitet
| EPZM volatility | |
|---|---|
| EPZM Average Weekly Movement | 19.9% |
| Biotechs Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: EPZM s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: EPZM s veckovolatilitet ( 20% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2007 | 250 | Grant Bogle | www.epizyme.com |
Epizyme, Inc. Sammanfattning av grunderna
| EPZM grundläggande statistik | |
|---|---|
| Börsvärde | US$247.50m |
| Vinst(TTM) | -US$207.73m |
| Intäkter(TTM) | US$53.01m |
Är EPZM övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| EPZM resultaträkning (TTM) | |
|---|---|
| Intäkter | US$53.01m |
| Kostnad för intäkter | US$10.79m |
| Bruttovinst | US$42.22m |
| Övriga kostnader | US$249.95m |
| Intäkter | -US$207.73m |
Senast redovisade vinst
Jun 30, 2022
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -1.23 |
| Bruttomarginal | 79.64% |
| Nettovinstmarginal | -391.88% |
| Skuld/egenkapitalförhållande | -1,148.4% |
Hur har EPZM utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2022/08/12 01:20 |
| Aktiekurs vid dagens slut | 2022/08/11 00:00 |
| Intäkter | 2022/06/30 |
| Årlig intjäning | 2021/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Epizyme, Inc. bevakas av 14 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Mohit Bansal | Citigroup Inc |
| Michael King | Citizens JMP Securities, LLC |
| Andrew Fein | H.C. Wainwright & Co. |