This company listing is no longer active
This company may still be operating, however this listing is no longer active. Find out why through their latest events.
Albireo Pharma Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Anahtar bilgiler
62.9%
Kazanç büyüme oranı
61.41%
EPS büyüme oranı
| Biotechs kazanç büyümesi | 25.3% |
| Gelir büyüme oranı | 51.1% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Good |
| Son güncelleme | 24 Feb 2023 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Makalesi • Jan 02
We're Hopeful That Albireo Pharma (NASDAQ:ALBO) Will Use Its Cash Wisely
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Analiz Makalesi • Oct 25
Rock star Growth Puts Albireo Pharma (NASDAQ:ALBO) In A Position To Use Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Oct 11
Albireo Pharma achieves positive phase 3 top-line results of Bylvay in Alagille syndrome
Top-line data for a phase 3 trial of Albireo Pharma's (NASDAQ:ALBO) Bylvay (odevixibat) in Alagille syndrome showed the candidate met its primary endpoint of significant improvement in pruritus. Shares are up 17% in premarket trading. It also met a secondary endpoint, reduction in serum bile acids. Data showed that in the treatment arm, the reduction in pruritus was 1.69 points based on the PRUCISION Observer-Reported Outcome scratching score (0-4 point scale), from baseline to month 6 compared to a 0.8 point improvement in the placebo group. Alagille syndrome is a rare disease characterized by bile buildup in the liver impacting ~25K people worldwide. Albireo (ALBO) is patients is also examining Bylvay in a phase 3 trial for biliary atresia. Top-line data is anticipated in 2024. In the US, Bylvay is already approved for pruritus in patients 3 months and older in all types of progressive familial intrahepatic cholestasis. Check out why Seeking Alpha contributor BioSci Capital Partners is bullish on Albireo (ALBO).Seeking Alpha • Oct 03
Albireo Pharma: Assessing The Sagard Deal
Summary Albireo Pharma, Inc. is expanding its Bylvay label for two other rare liver conditions, biliary atresia and Alagille syndrome. The company is poised to report topline data for the Phase 3 (ASSERT) trial for Alagille syndrome this Fall. Meanwhile, the firm inked a lucrative partnership that significantly extends its cash runway. Albireo The successful investor is usually an individual who is inherently interested in business problems. - Phillip Fisher (Warren Buffett's one of two mentors) Author's Note: This article is an abridged version of an article originally published for members of the Integrated BioSci Investing marketplace on September 25, 2022. In biotech investing, an interesting theme is to "invest in specialists." That is to say, it usually pays off when you invest in companies that focus in a particular sector, say orphan (i.e., rare) diseases. That being said, I'd like to revisit an orphan disease innovator dubbed Albireo Pharma, Inc. (NASDAQ:ALBO). Since I made my initial recommendation, the stock was hit by the bear market and lost some ground. Just because a stock tumbles doesn't mean you're wrong, and vice versa. The fundamentals determined the stock performance in the long run. On that note, Albireo's fundamentals are stronger than ever. Already launching its lead medicine (Bylvay), Albireo is enjoying significant sales growth. Meanwhile, the company continues to execute prudent collaborations while expanding the Bylvay label. In this research, I'll feature a fundamental analysis of Albireo and share with you my expectation of this intriguing growth equity. StockChart Figure 1: Albireo Pharma chart About The Company As usual, I’ll provide a brief overview of the company for new investors. If you are familiar with the firm, I recommend that you skip to the subsequent section. In noted in the prior research: Operating out of Boston, Massachusetts, Albireo Pharma is focused on the innovation and commercialization of novel medicines to fill the unmet needs in orphan liver conditions. As shown below, the company has an interesting portfolio of two approved drugs and other early-stage developing therapeutics (i.e., A3907 and A2342). As the crown jewel of this pipeline, odevixibat (Bylvay) is authorized to treat the rare genetic liver condition, progressive familial intrahepatic cholestasis (i.e., PFIC) that is characterized by extreme itching. The other notable molecule is elobixibat, approved for the treatment of chronic constipation (of which Albireo receives royalty payment from EA Pharma). Albireo Figure 2: Therapeutic pipeline Tracking Albireo Investment Thesis Before proceeding with this analysis, you should place Albireo into its appropriate investment category. That way, you can better track its progress to know when to buy, sell, or hold. Notably, Albireo fits into the "growth biotech" group. The investing thesis (i.e., story) of Albireo is highly dependent on the success of Bylvay. Already approved for PFIC and launching in both the US/EU, Bylvay sales are increasing. Meanwhile, the company is expanding its label for other rare liver diseases (i.e., Alagille syndrome and biliary atresia). Both of these later conditions are already in their Phase 3 studies. As such, you want to pay attention to any Bylvay developments like increasing sales and for the potential label expansion. So long as you continue to see positive development here, you know that your investment thesis is working out. And while there are other molecules designed to treat other liver conditions, they are not as important as developments for Bylvay. Well, at least, not at this point in their growth cycle. Healthcare Royalty Partner As you track the investing thesis of Albireo, you want to pay attention to any deal and partnership. Accordingly, Albireo entered into a term loan with Hercules Capital (HTGC) back in June 09, 2020 for $80M. Furthermore, the company restructured their royalty payment with HealthCare Royalty Partners (i.e., HCR) for Bylvay in the treatment of chronic constipation in Japan where it is approved. Recent Sagard Deal As you can see, it's a huge challenge for a small company like Albireo to launch its drug alone. By forming a partnership, the partner would offer the upfront cash to help the smaller firm absorb the costly and arduous innovation/launch process. Of note, the partners (particularly the big well-known companies) would usually be responsible for the launch while giving the smaller company sales royalty. On September 22, Albireo announced an interesting deal with Sagard Healthcare Partners. Here, Albireo would receive $115M upfront from Sagard. Upon FDA approval/launch of Bylvay for biliary atresia, Albireo would deliver Sagar mid-single digit average royalty. Now, this collaboration differs from the typical partnership because Albireo is still launching Bylvay on its own. Nevertheless, you know that the partnership offers upfront cash for a variable amount of royalty. As a small company, Albireo can easily face cash flow constraints. Having another $115M significantly extends the cash runway. Taking a closer look at the royalty, it is interesting that the percentage changes based on Bylvay sales. In other words, Sagard would receive a 12.5% annual royalty for the annual global sales that reaches $250M. However, the royalty rate reduces to 5% as revenues climb above $250M. Beyond $350M, Sagard would only get 1%. Taking into account the sales forecast, the royalty would average around mid-single digit. As you can imagine, it seems like Albireo believes that their drug would easily exceed $350M in sales. Why else did Albireo substantially drained the royalty percentage down to 1% beyond $350M sales? That made sense, as orphan drugs tend to get reimbursed at a premium (on average $150K annually) to offset the lengthy and costly developmental process. And, the premium reimbursement translates into more revenues and a healthy profit margin. More Favorable Terms Asides from what we discussed, you can see that Albireo structured the deal highly in its favor. Specifically, the total royalties are also capped at 1.6X the invested capital (i.e., the $115M x 1.6 = 184M) if repaid by December 2028. After that date, the total royalties would be capped at 2x the invested capital (i.e., $115M x 2 = $230M). Moreover, the agreement would terminate (i.e., Albireo no longer has to pay any additional royalty) when the cap is reached. As I interpreted the terms, I strongly believe that Albireo is highly confident that Bylvay will clear those hurdles (i.e., reaching way beyond $350M in sales). As such, it made perfect sense for Albireo to place a cap on royalty. That way, the company doesn't have to pay more. Now, what is even more interesting is that Albireo has the buy-out option to terminate the deal. In the first Third-year, Fourth-year, and Fifth-year, Albireo can respectively buy out at 1.3x, 1.45X, and 2.0X invested capital (i.e., $149.5M, $166.7M, and $230M). Commenting on the development, the President and CEO (Ron Cooper) enthused: With this agreement, we are significantly strengthening our balance sheet, providing us flexibility, and extending our cash runway beyond at least the topline data readout of our BOLD study in biliary atresia in 2024. These additional resources allow us to build Bylvay into a billion-dollar product and advance the development of our early asset pipeline. Latest Bylvay Results Shifting gears, let us check the latest Bylvay operating results. After all, it gives stronger indication to future revenues. Accordingly, Bylvay product for PFIC tallied at $5.9M for 2Q2022. Of this figure, the sales for the U.S. and international market were $3.5M and $2.4M, respectively. Now, there are only 245 patients on Bylvay which represents over 18% year-over-year (i.e., YOY) growth rate. Even at only 245 patients, Bylvay already has enjoyed $5.9M in sales. Imagine if that figure would be ramped up to 100 folds, you'd be looking at $590M. As you recall, Bylvay was only approved for PFIC as early as 3Q2021. That is to say, it's only been on the market for three quarters. There are currently only 73 prescribers, which increased from 57 from the previous quarter. Launching a drug is like rolling a snowball down the hill. If the substance is great (i.e., an excellent drug), you can expect sales/marketing efforts to compound on itself. As the drug penetrates into other countries beyond the USA, you can project that sales would increase aggressively. Of global expansion, Albireo is sending Bylvay into key markets like German, UK, Italy, and Belgium. In Italy, Bylvay is made available in the fall because pricing and negotiation is already completed. Moreover, Bylvay was granted Full Therapeutic Innovation status by the Italian Medicines Agency (AIFA). In Belgium, Albireo achieved reimbursement for Bylvay starting October 1 this year. The drug also scored a victory in Scotland with the Scottish Medicines Consortium as it will be available through the ultra-orphan pathway. In his optimism, the President and CEO (Ron Cooper) remarked: We continue to make meaningful progress with the global Bylvay launch as we increase the number of patients on Bylvay, including reimbursed patients and those covered through our managed access programs. Compliance and persistency continue to be strong, providing these patients an effective and well tolerated drug that has potential to be their lifetime therapy, and we look forward to our planned expansion beyond PFIC with the imminent ASSERT Phase 3 trial in Alagille syndrome readout this fall. Important Catalysts Of catalysts, Albireo is busy expanding Bylvay's label. Specifically, the company is poised to deliver good news for Bylvay as a potential treatment for Alagille syndrome and biliary atresia. The company anticipated that Bylvay revenues for those two aforesaid conditions should reach blockbuster status (i.e., at least $1B in annual sales) in the first half of this decade. As a general rule of thumb, you can trust what the management of most public companies say. They typically tell you most of the truth. Else, they would lose investors' trust the following years. That mentioned, I believe the management's projection is reasonable because those two conditions are orphan diseases to boost sales. Additionally, the two Phase 3 investigations -- ASSERT for Alagille and BOLD for biliary atresia -- are progressing well. Specifically, ASSERT will report topline data this fall. I forecast 65% (i.e., more than favorable) chances that ASSERT would generate positive results. I based my forecast on decades of experience, my intuition, and the disease context.Seeking Alpha • Sep 22
Albireo gains on royalty agreement for pruritus therapy
Albireo Pharma, Inc. (NASDAQ:ALBO) added ~7% in the morning hours Thursday after the biotech focused on liver diseases announced an agreement with asset manager Sagard Healthcare Partners to sell royalties from the company's FDA-approved pruritus therapy Bylvay. Per the terms, Sagard will provide ALBO with a $115M upfront payment in return for a mid-single digit average royalty rate on Bylvay's global annual net revenues. The total royalties are capped at 1.6x of invested capital if repaid before Dec. 31, 2028, and 2.0x if repaid after that. The agreement ends with the achievement of the capped amount. The deal allows the company to extend its cash runway beyond at least 2024 when topline data is expected from the BOLD Phase 3 study for Bylvay in patients with biliary atresia. "These additional resources allow us to build Bylvay into a billion-dollar product and advance the development of our early asset pipeline," ALBO Chief Executive Ron Cooper remarked.Seeking Alpha • Sep 06
Albireo gets reimbursed access to liver disease drug Bylvay in Italy
Albireo Pharma (NASDAQ:ALBO) said the Italian Medicines Agency has enabled reimbursed access to Bylvay (odevixibat) to treat all types of patients with progressive familial intrahepatic cholestasis (PFIC) in Italy. PFIC is a rare progressive, liver disease. Bylvay was granted Full Therapeutic Innovation status by Agenzia Italiana del Farmaco (AIFA), a designation for some products with unmet need and added clinical benefit, Albireo said in a Sept. 6 press release.Analiz Makalesi • Aug 23
These Analysts Just Made A Significant Downgrade To Their Albireo Pharma, Inc. (NASDAQ:ALBO) EPS Forecasts
Market forces rained on the parade of Albireo Pharma, Inc. ( NASDAQ:ALBO ) shareholders today, when the analysts...Seeking Alpha • Aug 15
Albireo Pharma GAAP EPS of -$2.04, revenue of $8.2M
Albireo Pharma press release (NASDAQ:ALBO): Q2 GAAP EPS of -$2.04. Revenue of $8.2M (+237.4% Y/Y). Bylvay(odevixibat) Q2 2022 net product revenue $5.9 million, June YTD 2022 $10.5 millionSeeking Alpha • Jul 22
Albireo: The Commercialization Of Bylvay Is The Key To A Fair Valuation
Albireo promotes international sales of its approved product Bylvay for the treatment of the extremely rare and orphan disease PFIC. Investors do not yet appreciate the full potential of Bylvay, which presents a good entry opportunity for investors. Bylvay - a potential product as a pipeline - is being explored in two additional and significantly larger indications with a high unmet medical need in Phase 3 trials. In addition to Bylvay, Albireo has discovered new compounds with a unique mechanism of action and blockbuster-potential. Albireo (ALBO) remains in a transformation process and continues to advance from a clinical development company to a profitable commercial company. Overall, Albireo has tremendous growth potential with three significant fundamental value drivers. Bylvay is the backbone of the company and the key value driver underpinning the company's market capitalization - despite the early stage of commercialization and untapped large potential. In addition, Albireo is addressing with its clinical development pipeline another two value drivers to create shareholder value. Although the management has an excellent track record and keeps highlighting that commercialization is proceeding according to expectations, the market is struggling to adequately value Bylvay and its potential in PFIC and beyond. Furthermore, the launch of commercialization is proceeding more slowly than many investors had hoped. This is reflected, among other things, in the share price volatility in recent months. The chart shows both the evolution of the share price compared to the SPDR S&P Biotech ETF (XBI), as well as the change of the valuation of the pipeline (which is basically the market capitalization discounted with the net cash). The value of the pipeline was validated by a public offering after announcing positive phase 3 results in September 2020. The valuation of Albireo's assets over time (Source: Author's Chart, with data from filings) By the end of the year at the latest, many uncertainties will be clarified and Albireo should be valued at a fair value. In my opinion, fundamental long-term investors need to have this stock on their radar and follow Albireo closely in the coming weeks in order to benefit maximally from the development. In advance of the next quarterly report, which will probably be published in early August, I want to compile the content of my previous articles (which can be found here) together with the current developments and provide a new outlook. Overall, the outlook remains the same as before, but the latest quarterly report shows that investors still need to be more patient and management's ability to commercialize Bylvay remains under review. Investment Thesis The current valuation is based on the stable foundation of financial strength and the approval of Bylvay in PFIC. In addition, Albireo is working on three tremendous growth drivers that will unlock long-term growth potential over the coming months and years. The growth driver's of Albireo (Source: Author's Chart) Albireo has a stable foundation with its proven management team, its financial strength and its commercialized product Bylvay. This provides an excellent starting position for the long-term success of developing Albireo into a relevant player in liver diseases. At the same time, the value of this foundation was validated by the major players in the industry at the last public offering following the publication of the Phase 3 results. Since validating the value of the pipeline, Albireo is moving forward with the commercialization of Bylvay and the development of the growth drivers. Although the overall development of the company and its assets is on schedule, half of the valuation has been depreciated since the validation. For this reason, Albireo still has an excellent risk-reward profile in my opinion at current prices. On top, the three key value drivers primarily reflect future prospects and long-term potential. The first value driver is the international sales potential of Bylvay in PFIC, which can be up to 50% of the global sales potential. The second value driver is the potential leverage of Bylvay's indication expansion in ALGS and BA, which significantly increases the addressable patient population. The third value driver is the unlimited and long-term research and development potential with the help of the early clinical development programs - these are currently manifested by the rapidly emerging adult cholestatic and viral liver disease products and their unique mechanisms of action. I have already written several articles about Albireo and focused and analyzed a specific valuation topic in each article. The following list gives an overview of the major topics of my previous articles. Why Albireo Must Be Valued Higher Than Its Competitor Based On The Value Of Odevixibat:An outlook on the potential of Bylvay (Odevixibat) and an assessment and comparison with the only relevant competitor Mirum (MIRM). Reasons For A Successful Transformation Into A Commercial Company: An analysis on the sales launch of Bylvay in PFIC and further developments in the pipeline. Albireo: Successful And Accelerating Global Launch Drives Sales Revenue: Explaining the expectations and progress of Bylvay's european and international sales. The R&D Engine Drives Albireo's Long-Term Prospects: A market and competitive analysis to assess the potential of the early stage assets A3907 and A2342. In summary, I have covered all the individual valuation elements that will add up to assess the value of Albireo's pipeline in my previous articles. The goal of this article is therefore to combine all previous articles into a coherent whole and to update them based on recent developments. Please let me know, for example, via the comments, which evaluation aspects have not yet been sufficiently considered. Business of Albireo Pharma Logo of Albireo Pharma (Source: Company Homepage) The launch is going as planned, and we are delivering on our global strategy to reach the estimated 2,500 PFIC patients worldwide. Source: Pamela Stephenson, Q1 2022 Business Update Albireo is a commercial-stage biopharmaceutical company focused on diseases of the liver, particularly ultra-rare pediatric diseases. In addition to the IBAT inhibitor Bylvay, approved in PFIC, the pipeline includes other novel bile acid modulators to treat adult cholestatic and viral liver diseases. Performance and outlook of the key value drivers In the following sections, I will discuss the individual components and developments of my investment thesis and relate them to each other. Foundation The backbone of my investment thesis is the approved product Bylvay in PFIC combined with the financial strength of Albireo. These two components secure Albireo's current market capitalization, which is why I view Albireo as a low-risk investment. Especially in these turbulent times, a very good financial position and the ability to generate revenue are an important fundamental factor to value a company. With low debt, over $215 million in cash on hand, and growing revenues from the Bylvay sales, Albireo is in a position of financial strength and able to advance both the international Bylvay sales and the development of its clinical pipeline. Albireo expects that current cash is sufficient to last into 2024 - Investors therefore don't need to fear any capital increases in the near future. Financial overview of Albireo compared to Mirum (Source: Author's Chart (with data from filings)) In addition, Albireo continues to drive sales of Bylvay and is still far from reaching its full potential. Management continuously communicates that both the sales launch speed and initial patient population are on track and in line with expectations. Every week, we're capturing more patients, creating a stronger and stronger annuity for growth. Clinical trials are on track or ahead of expectations. Source: Cooper, Q1 Business Update In my opinion, the sales launch was acceptable, but not very successful. In particular due to the strong sales figures of the competitor Mirum and their product Maralixibat, many investors are not satisfied with the sales launch so far. Overall, Albireo is looking to do at least $30 million in sales this fiscal year, which I think is a very conservative target. The high refill rates, which are currently above 90%, and the low rate of discontinuations remain very positive, especially in the context of the lifetime treatment period. Patient funnel of Bylvay in PFIC (Source: Author's Chart) Albireo itself assumes that patients with the greatest medical need have been cared and treated to date. In the coming months, they will also address the second wave of patients, those who are receiving care but are not in crisis. For the future, it will continue to be important to steadily attract and, above all, retain the patients. Since Bylvay is a weight-based chronic therapy with high gross margins, each patient represents a significant growth annuity. The next figure illustrates the benefits of weight-based dosing and pricing. The better Bylvay works and helps to avoid liver transplant, the higher the sales or annual treatment costs per patient will be. As also discussed above, the patents for Bylvay run until at least 2036 in Europe, which is for another 14 years. The advantages of weight-based dosing and pricing (Source: Author's Chart) Of course, annual sales of $30 million dollars don't sound like much at first glance, especially since these sales are offset by distribution costs that are about twice as high. On the other hand, Albireo has already convinced 255 patients of Bylvay globally, which corresponds to annualized sales of about $100 million dollars. Accordingly, Albireo would already be profitable if reimbursement were already approved for all patients. Furthermore, the true value of Bylvay, the weight-based dosing, will only fully emerge in the coming years. Based on the sales launch to date, I am adjusting my forecast for net sales of Bylvay in PFIC for the coming quarters. Both patient recruitment and the launch in international markets are slower than anticipated. Furthermore, it should be considered that PFIC is only the beginning and the smallest of the three possible indications. Author's forecast for Bylvay net product sales in PFIC for the coming months. (Source: Author's Chart) Growth driver 1: International Sales Progress International markets play an important role; up to 40% of sales are expected to be generated outside the USA. Currently, the focus is on gaining reimbursement in the individual European countries. Following the fastest NICE HST assessment to date, patients in the UK are able to obtain reimbursement from their health insurers since the end of May. Furthermore, Albireo has applied for reimbursement in another 12 European countries and is confidently awaiting decisions in the coming weeks and months. Growth driver 2: Indication expansion The indication expansions are of tremendous importance to the mind-blowing success of Albireo. First, the indications address a larger market potential; the available patient population in ALGS is about twice as large and in BA about six times as large as in PFIC. Second, the existing distribution and cost structure can be leveraged, as the same prescribers and contacts will need to be addressed for all indications. In particular, approval for BA is seen as a critical milestone to achieve sales of more than one billion in the second half of the decade. To reach the sales target, Albireo requires access to approximately 3000-4000 of the estimated 100000 pediatric cholestatic patients around the world. However, the only downside is that Albireo is not eligible to receive another PRV with Odevixibat, although the conditions are certainly given, especially in BA. Management is confident of Bylvay's success in both indications based on the insights gained from the available trial data in PFIC. Compared to many other phase 3 studies, Albireo has many information like the correct dosage of Bylvay and furthermore, the efficacy of the Bylvay has already been validated. The total addressable market of Bylvay (Source: Albireo) The total addressable market for Bylvay with these estimated patient numbers across all 3 indications is close to $6 billion per year - with a patent term for Bylvay granted until 2036 in Europe. The aim here is to highlight the enormous sales potential of Bylvay. At this point, I have to point out that Bylvay has not yet received approval in ALGS and BA and that there is currently another competitor in the form of Mirum. I will only briefly discuss the competition at this point. Mirum has received FDA approval in ALGS with its drug candidate Maralixibat and is in the middle of the approval process in Europe. Furthermore, Mirum is investigating Maralixibat in a phase 2 trial in BA and expects topline data from their Phase 3 trial in PFIC in the fourth quarter. Overall, I expect fierce competition between the companies. Although I still see Albireo in the leading role, Mirum has caught up enormously in recent years. To estimate when an approval can be expected for Bylvay in ALGS and BA, I made a comparison with the approval process of Bylvay in PFIC. Overall, however, I expect that both Albireo and the agencies will be able to accelerate preparations and assessments for the approval process.Analiz Makalesi • May 10
Despite Lacking Profits Albireo Pharma (NASDAQ:ALBO) Seems To Be On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • May 03
Albireo: A Speculative Play With Upside
The lead medicine (Bylvay) is already approved to treat an orphan disease known as progressive familial intrahepatic cholestasis. Leveraging a prudent growth strategy, Albireo is aggressively expanding Bylvay's label for other rare conditions. Due to the biotech bear market, the stock is trading at a deep bargain to its intrinsic value which widens the margin of safety for investment.Analiz Makalesi • Feb 02
Is Albireo Pharma (NASDAQ:ALBO) Using Debt Sensibly?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jan 31
Albireo: Successful And Accelerating Global Launch Drives Sales Revenue
After the approval of Odevixibat in the PFIC, Albireo successfully transforms into a commercial company capable of generating profits. The global launch of Bylvay was more successful than expected and Albireo doubled its net sales guidance for 2021. Currently, Odevixibat - a potential product as a pipeline - is being explored in two additional and significantly larger indications with a high unmet medical need in Phase 3 trials. Beyond Odevixibat, Albireo was able to discover new drugs with blockbuster potential for long-term shareholder value creation.Seeking Alpha • Nov 24
Albireo: Reasons For A Successful Transformation Into A Commercial Company
Albireo developed Odevixibat - a product as a pipeline - as a life-saving therapy for multiple ultra-rare pediatric liver disease indications. Following the approval of Odevixibat in PFIC, Albireo needs to transform into a commercial company capable of generating profits. Albireo is in the leadership role within the market and can successfully differentiate itself from competition to achieve a high penetration in the limited market. Beyond Odevixibat, Albireo was able to discover new drugs with blockbuster potential for long-term shareholder value creation.Seeking Alpha • Aug 09
Albireo Pharma: A Post Approval Assessment
We are going to circle back on small-cap biotech concern Albireo Pharma in today's research piece. The company has garnered FDA approval since we last took a look at it in Spring. However, given the poor sentiment on the biotech sector, the shares haven't budged yet. We update our investment thesis on Albireo in the paragraphs below.Seeking Alpha • Jun 21
Albireo reports expanded data on Bylvay and A3907 at EASL international liver congress
Albireo Pharma (ALBO) presents new data showing efficacy and tolerability of Bylvay (odevixibat), as well as advancement in the characterization of A3907 in adult liver disease at EASL International Liver Congress 2021 on June 23 – 26.Highlights from the Phase 3 PEDFIC studies show further evidence of a sustained and durable effect of Bylvay in reducing pruritus and serum bile acids (sBAs), while also showing improvements in sleep, growth and hepatic parameters in patients with progressive familial intrahepatic cholestasis ((PFIC)).Analiz Makalesi • Jun 11
Some Shareholders May find It Hard To Increase Albireo Pharma, Inc.'s (NASDAQ:ALBO) CEO Compensation This Year
The anaemic share price growth at Albireo Pharma, Inc. ( NASDAQ:ALBO ) over the past few years has probably not...Analiz Makalesi • Feb 27
Industry Analysts Just Made A Substantial Upgrade To Their Albireo Pharma, Inc. (NASDAQ:ALBO) Revenue Forecasts
Shareholders in Albireo Pharma, Inc. ( NASDAQ:ALBO ) may be thrilled to learn that the analysts have just delivered a...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2025 | 248 | -5 | N/A | N/A | 5 |
| 12/31/2024 | 128 | -102 | N/A | N/A | 5 |
| 12/31/2023 | 61 | -144 | N/A | N/A | 7 |
| 12/31/2022 | 35 | -159 | N/A | N/A | 7 |
| 9/30/2022 | 57 | -131 | -116 | -115 | N/A |
| 6/30/2022 | 51 | -36 | -114 | -113 | N/A |
| 3/31/2022 | 45 | -33 | -109 | -108 | N/A |
| 12/31/2021 | 41 | -34 | -108 | -108 | N/A |
| 9/30/2021 | 11 | -48 | -122 | -122 | N/A |
| 6/30/2021 | 9 | -136 | -121 | -120 | N/A |
| 3/31/2021 | 9 | -120 | -112 | -112 | N/A |
| 12/31/2020 | 8 | -108 | -101 | -101 | N/A |
| 9/30/2020 | 12 | -90 | -85 | -85 | N/A |
| 6/30/2020 | 11 | -82 | -73 | -73 | N/A |
| 3/31/2020 | 11 | -78 | -64 | -63 | N/A |
| 12/31/2019 | 10 | -63 | -53 | -53 | N/A |
| 9/30/2019 | 4 | -71 | -51 | -51 | N/A |
| 6/30/2019 | 3 | -63 | -47 | -47 | N/A |
| 3/31/2019 | 2 | -61 | -41 | -41 | N/A |
| 12/31/2018 | 13 | -46 | -27 | -27 | N/A |
| 9/30/2018 | 12 | -35 | -25 | -25 | N/A |
| 6/30/2018 | 12 | -28 | -20 | -20 | N/A |
| 3/31/2018 | 11 | -19 | -18 | -18 | N/A |
| 12/31/2017 | 0 | -24 | -28 | -28 | N/A |
| 9/30/2017 | 3 | -31 | -26 | -26 | N/A |
| 6/30/2017 | 3 | -28 | -25 | -25 | N/A |
| 3/31/2017 | 11 | -20 | -15 | -15 | N/A |
| 12/31/2016 | 11 | -16 | -9 | -9 | N/A |
| 9/30/2016 | 13 | -5 | -1 | -1 | N/A |
| 6/30/2016 | 13 | -4 | N/A | 1 | N/A |
| 3/31/2016 | 5 | -8 | N/A | -5 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ALBO önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: ALBO önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: ALBO önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: ALBO şirketinin gelirinin (yıllık 51.1% ) US pazarından (yıllık 11.7% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ALBO şirketinin gelirinin (yıllık 51.1% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ALBO 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2023/03/03 19:51 |
| Gün Sonu Hisse Fiyatı | 2023/03/02 00:00 |
| Kazançlar | 2022/09/30 |
| Yıllık Kazançlar | 2021/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Albireo Pharma, Inc. 12 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brian Skorney | Baird |
| null null | Guggenheim Securities, LLC |
| Seamus Fernandez | Guggenheim Securities, LLC |