Mirum Pharmaceuticals, Inc. (MIRM)
NEUTRALFondamentale
32
Prezzo
$98.01
Capitalizzazione
$5.85B
Parte 1 · Quanto vale l'azienda
Panoramica
Mirum Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the development and commercialization of novel therapies for debilitating rare and orphan diseases. Its lead product candidate is LIVMARLI (maralixibat), an orally administered and minimally absorbed ileal bile acid transporter (IBAT) inhibitor that is approved for the treatment of cholestatic pruritus in patients with Alagille syndrome in the United States and internationally. The company is also involved in the commercialization of Cholbam, a cholic acid capsule, which is approved as treatment for pediatric and adult patients with bile acid synthesis disorders due to single enzyme defects and for adjunctive treatment of patients with peroxisomal disorders, including peroxisome biogenesis disorder-Zellweger spectrum disorder and Smith-Lemli-Opitz syndrome; and Chenodal, a tablet, which is approved for the treatment of radiolucent stones in the gallbladder, and under development for the treatment cerebrotendinous xanthomatosis. In addition, it develops Volixibat, an oral and minimally absorbed agent designed to inhibit IBAT, currently under Phase 2b clinical trial for the treatment of adult patients with cholestatic liver diseases; Brelovitug, for the treatment of chronic HDV infection, which is in Phase 2 clinical trial; and MRM-3379, that is in Phase 2 clinical study for the treatment of FXS. The company has a collaboration agreement with the Shire International GmbH; License Agreement with Pfizer Inc.; Sanofi-Aventis Deutschland GmbH; Novartis Pharma AG; Lonza Ltd.; Enthorin Therapeutics, LLC and Dart Neuroscience LLC; Asset Purchase Agreement with Asklepion Pharmaceuticals, LLC; License and Manufacturing Agreement with LGM Pharma; and Asset Purchase Agreement with Travere Therapeutics, Inc. The company was incorporated in 2018 and is headquartered in Foster City, California.
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Stato Patrimoniale e Liquidità
Ricavi
$618M
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$-860M
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
$55M
Patrimonio Netto Totale
$315M
Passività Totali
$528M
Rapporto di Liquidità
2.86
Copertura Interessi
62.06
Debito/EBITDA
361.93
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$88.25
Prezzo Attuale
$98.01
Margine di Sicurezza
-11.1%
Range Fair Value
$57.36 - $119.14
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
-
ROE
-7.4%
Rapporto P/B
19.80
P/FCF
113.55
Margine Lordo
-
ROIC
-80.1%
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
-80.1%
WACC
7.3%
ROIC − WACC
-87.4 pp
Il ROIC è sotto il costo del capitale: l'azienda distrugge valore per ogni dollaro investito.
Criteri di Analisi Fondamentale
Superati (7)
- EPS shows upward trend
- Price CAGR 21.58%
- Debt/Equity ratio
- Current Ratio
- Interest Coverage
- Analyst Consensus 95% Buy
- Piotroski F-Score 5/9
Non superati (13)
- ROIC -80.1%
- P/FCF 113.55
- P/B Ratio 19.80
- Operating Margin -134.9%
- Positive Free Cash Flow
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- DCF valuation (Overvalued)
- ROE -289.3%
- Earnings Surprise avg -113.4%
- Share Dilution 4.6%
- Net Margin Trend -139.2% vs -13.6%
Non disponibili (7)
- Gross Margin NaN%
- Dividend Payout NaN%
- CapEx intensity
- Price below Graham Number
- Revenue Growth 5Y (Finnhub)
- PEG Ratio (need PE > 0 and growth > 0)
- Earnings Quality (OCF/Net Income)
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Bassa qualità: indagare la contabilità
Diluizione Azionaria
Emissione nuove azioni, diluizione proprietà
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. Christopher Peetz | CEO & Director | 46 |
| Mr. Peter Radovich M.B.A., Ph.D. | COO & President | 47 |
| Mr. Eric H. Bjerkholt M.B.A., M.S. | Chief Financial Officer | 65 |
| Dr. Joanne M. J. Quan M.D. | Chief Medical Officer | 61 |
| Dr. Jean-Luc Girardet Ph.D. | Chief Technical Officer | - |
| Mr. Andrew McKibben | Senior Vice President, Strategic Finance & Investor Relations | - |
| Mr. Douglas T. Sheehy J.D. | Chief Legal Officer & Secretary | 58 |
| Meredith Kiernan | Senior Director of Global Corporate Communications | - |
| Ms. Erin Campany | Chief People Officer | 57 |
| Ms. Lara Longpre MBA, MSC | Chief Development Officer | 55 |
Rischio Audit
6
Rischio CdA
10
Rischio Compensi
7
Rischio Diritti Azionisti
8
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Ultime Notizie
Ultime notizie per MIRM, da Markets Gazette.
- 2/26/2026POSITIVE13 Analysts Have This To Say About Mirum Pharmaceuticals
Markets Gazette notes a strong positive consensus among analysts for Mirum Pharmaceuticals (MIRM). Recent evaluations from prominent investment firms such as Raymond James and SVB Leerink have reiterated 'Strong Buy' and 'Outperform' ratings. This persistent optimism, maintained even in recent reviews, signals solid confidence in the pharmaceutical company's future prospects. For investors, the continuation of such high ratings suggests that the market anticipates robust performance and significant growth potential for MIRM stock, despite broader market dynamics. The analysis generally agrees that Mirum Pharmaceuticals possesses strong fundamentals or upcoming catalysts that warrant a favorable portfolio position.
- 2/25/2026NEUTRALMirum (MIRM) Q4 2025 Earnings Call Transcript
Mirum Pharmaceuticals (MIRM) held its Q4 2025 earnings call. While the specific details of the transcript are not yet available, this event marks a crucial moment for investors awaiting updates on the company's financial performance. Earnings calls are fundamental for understanding a company's operational health, future projections, and growth strategies. Analysts and shareholders will closely monitor key data points such as revenue, earnings per share, and guidance for the upcoming fiscal year once the transcript is released. The absence of immediate content means the market remains in a holding pattern, awaiting concrete information that could influence the stock's valuation.
via Markets Gazette