Esperion Therapeutics - Blockbuster in Sight (Seite 73)
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ISIN: US29664W1053 · WKN: A1W1SJ · Symbol: ESPR
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Werte aus der Branche Biotechnologie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 59,86 | +48,98 | |
| 1,4600 | +43,14 | |
| 4,9464 | +30,17 | |
| 1,0400 | +26,83 | |
| 1,1650 | +25,91 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 7,4000 | -26,66 | |
| 0,5042 | -45,85 | |
| 0,5266 | -24,12 | |
| 1,6100 | -31,20 | |
| 0,9300 | -36,73 |
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Bin seit heute drin.
Ist bei mir aber nur Trading obwohl ich finde, dass auch die Fundamentaldaten echt gut aussehen.
Also auch was für den langfristigen Ansatz.
Produktumsätze steigen deutlich im 1HJ
Umsätze insgesamt sinken aufgrund fehlender Meilensteinzahlungen.
Gewichte die Produktumsätze deutlich höher
Ist bei mir aber nur Trading obwohl ich finde, dass auch die Fundamentaldaten echt gut aussehen.
Also auch was für den langfristigen Ansatz.
Produktumsätze steigen deutlich im 1HJ
Umsätze insgesamt sinken aufgrund fehlender Meilensteinzahlungen.
Gewichte die Produktumsätze deutlich höher
Antwort auf Beitrag Nr.: 67.594.410 von opportoni am 25.03.21 09:33:37Market Cap bei 351 M.USD. Bin seit gestern drin...
Der Kursverlauf hier, sieht ja gar nicht gut aus.... bald Allzeittiefs erreicht? 😭
Antwort auf Beitrag Nr.: 68.954.104 von pako21 am 04.08.21 12:56:29
Und trotzdem wird die Firma nur mit 400 Mio bewertet. Das ist schon bemerkenswert.
Zitat von pako21: …I just want to point out and reiterate we have about $1.2 billion of future milestones.
Und trotzdem wird die Firma nur mit 400 Mio bewertet. Das ist schon bemerkenswert.
Esperion Therapeutics, inc (ESPR) Q2 2021 Earnings Call Transcript
48k Patienten x 10$/Tag x 90T (Q3)...
Bei dem Preis pro Tag bin ich mir nicht sicher.
Sheldon Koenig -- President and Chief Executive Officer
As we mentioned in the script, we have 48,000 patients currently on these drugs. I mentioned the number of 18 million. As my partner here, Eric Warren, would say, we're just scratching the surface.
Stark:
JoAnne Micale Foody -- Chief Medical Officer
Thank you, Sheldon. And thank you, Joseph, for your question. I think, as Sheldon mentioned, the CLEAR Outcomes trial will be an important inflection point. However, over the next 15 months as we anticipate that study close, we have developed a very significant integrated evidence approach that will leverage real-world data to provide information for providers, clinicians and ordinary payers with respect to our value proposition. And so, there is, as Sheldon mentioned, a significant amount of work that will be ongoing to refine our understanding of treatment gaps, patient phenotypes, those who might be most likely to benefit today from our therapy and ultimately, do this all to have certain grounds for the CVOT.
What you may not be aware is as an Outcomes researcher in my academic career for many years and having reasonably been Head of Data Science for Johnson & Johnson in the cardiovascular space and most of that work was really on how we could leverage big data, how we could leverage electronic health records and all the data that exist in the real world to help providers understand the value. And all this ultimately drives our commercial utilization.
So, as Sheldon mentioned, I think right now we want to continue to work to improve patient identification, improve understanding and awareness of those patients most likely to benefit from NEXLETOL and NEXLIZET today, while we anticipate the data generated from the CV Outcomes trial in the future.
Cash:
Rick Bartram -- Chief Financial Officer
Yeah. Thanks, Jess. Yeah. So, as we mentioned in the prepared remarks and as you saw in the press release, we had about $220 million in cash. When we look at the business and we look at the cash available to us, I just want to point out and reiterate we have about $1.2 billion of future milestones. We do expect those to continue to feed our balance sheet overtime. We're constantly evaluating cash runway, looking for ways to not only optimize costs in our expenses, but just be thoughtful about how we bring additional capital into the organization.
As you know, we capitalized on two non-dilutive funding sources this past quarter, the expansion with Daiichi under that partnership and then with our financial partners, Oberland Capital. We're going to continue to have that mindset evaluate options. And just make sure that the business is funded to deliver the business plan and grow our products.
https://www.fool.com/earnings/call-transcripts/2021/08/03/es…
48k Patienten x 10$/Tag x 90T (Q3)...
Bei dem Preis pro Tag bin ich mir nicht sicher.
Sheldon Koenig -- President and Chief Executive Officer
As we mentioned in the script, we have 48,000 patients currently on these drugs. I mentioned the number of 18 million. As my partner here, Eric Warren, would say, we're just scratching the surface.
Stark:
JoAnne Micale Foody -- Chief Medical Officer
Thank you, Sheldon. And thank you, Joseph, for your question. I think, as Sheldon mentioned, the CLEAR Outcomes trial will be an important inflection point. However, over the next 15 months as we anticipate that study close, we have developed a very significant integrated evidence approach that will leverage real-world data to provide information for providers, clinicians and ordinary payers with respect to our value proposition. And so, there is, as Sheldon mentioned, a significant amount of work that will be ongoing to refine our understanding of treatment gaps, patient phenotypes, those who might be most likely to benefit today from our therapy and ultimately, do this all to have certain grounds for the CVOT.
What you may not be aware is as an Outcomes researcher in my academic career for many years and having reasonably been Head of Data Science for Johnson & Johnson in the cardiovascular space and most of that work was really on how we could leverage big data, how we could leverage electronic health records and all the data that exist in the real world to help providers understand the value. And all this ultimately drives our commercial utilization.
So, as Sheldon mentioned, I think right now we want to continue to work to improve patient identification, improve understanding and awareness of those patients most likely to benefit from NEXLETOL and NEXLIZET today, while we anticipate the data generated from the CV Outcomes trial in the future.
Cash:
Rick Bartram -- Chief Financial Officer
Yeah. Thanks, Jess. Yeah. So, as we mentioned in the prepared remarks and as you saw in the press release, we had about $220 million in cash. When we look at the business and we look at the cash available to us, I just want to point out and reiterate we have about $1.2 billion of future milestones. We do expect those to continue to feed our balance sheet overtime. We're constantly evaluating cash runway, looking for ways to not only optimize costs in our expenses, but just be thoughtful about how we bring additional capital into the organization.
As you know, we capitalized on two non-dilutive funding sources this past quarter, the expansion with Daiichi under that partnership and then with our financial partners, Oberland Capital. We're going to continue to have that mindset evaluate options. And just make sure that the business is funded to deliver the business plan and grow our products.
https://www.fool.com/earnings/call-transcripts/2021/08/03/es…
Trading Spotlight
ESPERION Reports Second Quarter 2021 Financial Results and Provides Company Update
– U.S. Net Product Revenue of NEXLETOL® (bempedoic acid) Tablets and NEXLIZET® (bempedoic acid and ezetimibe) Tablets Grew 67% Sequentially to $10.6 Million –
– Growth Driven by Increase in Demand and Substantial Improvement in Net Price –
– Prescriptions Grew 28% During the Quarter; More Than 47,800 Patients Have Filled a Prescription for NEXLETOL® (bempedoic acid) Tablets or NEXLIZET® (bempedoic acid and ezetimibe) Tablets –
– Unprecedented CLEAR Outcomes Study Remains On-Track for Complete Major Adverse Cardiac Events (MACE) Accumulation in 2H 2022 –
Added $80 million to balance sheet by expanding commercialization agreement with Daiichi Sankyo into new territories as well as exercising the third tranche of the Oberland Capital RIPA Agreeme
As of June 30, 2021, cash and cash equivalents totaled $219.2 million compared with $305.0 million at December 31, 2020.
https://esperion.com/investors-media/press-releases/
– U.S. Net Product Revenue of NEXLETOL® (bempedoic acid) Tablets and NEXLIZET® (bempedoic acid and ezetimibe) Tablets Grew 67% Sequentially to $10.6 Million –
– Growth Driven by Increase in Demand and Substantial Improvement in Net Price –
– Prescriptions Grew 28% During the Quarter; More Than 47,800 Patients Have Filled a Prescription for NEXLETOL® (bempedoic acid) Tablets or NEXLIZET® (bempedoic acid and ezetimibe) Tablets –
– Unprecedented CLEAR Outcomes Study Remains On-Track for Complete Major Adverse Cardiac Events (MACE) Accumulation in 2H 2022 –
Added $80 million to balance sheet by expanding commercialization agreement with Daiichi Sankyo into new territories as well as exercising the third tranche of the Oberland Capital RIPA Agreeme
As of June 30, 2021, cash and cash equivalents totaled $219.2 million compared with $305.0 million at December 31, 2020.
https://esperion.com/investors-media/press-releases/
Antwort auf Beitrag Nr.: 65.003.928 von Cyberhexe am 06.09.20 19:33:45
Ich habe bei Kursen von 16,30 € (EK nun bei 22,70 €) aufgestockt und warte geduldig auf die nächsten Quartalszahlen oder bis die Nische erobert wurde.
Zitat von Cyberhexe: Esperions Nexletol (Bempedoinsäure) senkt den LDLc-Wert im Vergleich zu Placebo um 17%, ist jedoch bei Patienten mit einer Statinintoleranz wirksam. Und diese Nische ist gross:
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6402887/
Ich habe bei Kursen von 16,30 € (EK nun bei 22,70 €) aufgestockt und warte geduldig auf die nächsten Quartalszahlen oder bis die Nische erobert wurde.
Q1 leider eine Riesenenttäuschung.
Kein Umsatzwachstum gegenüber Q4 2020 trotz steigender Kosten für die Sales Force.
90 Mio Verlust im Quartal, Tendenz steigend.
Cash reicht sicher nicht bis zu den CLEAR Ergebnissen. An einer KE führt also nur noch ein Buyout vorbei und die Hoffnung darauf habe ich aufgegeben.
Fazit: Ich werde sukzessive hier aussteigen und versuchen, mit einem blauen Auge davonzukommen. Schade.
Kein Umsatzwachstum gegenüber Q4 2020 trotz steigender Kosten für die Sales Force.
90 Mio Verlust im Quartal, Tendenz steigend.
Cash reicht sicher nicht bis zu den CLEAR Ergebnissen. An einer KE führt also nur noch ein Buyout vorbei und die Hoffnung darauf habe ich aufgegeben.
Fazit: Ich werde sukzessive hier aussteigen und versuchen, mit einem blauen Auge davonzukommen. Schade.
Antwort auf Beitrag Nr.: 67.594.410 von opportoni am 25.03.21 09:33:37Die Deals, die am logischsten erscheinen, geschehen oftmals nicht 
Wenn man bedenkt, dass Novartis 9,7 Mrd. für Inclisiran bezahlt hat und es dort immer noch Probleme mit der Zulassung in US gibt, ist das schon sehr merkwürdig hier.
Es müsste sich doch jemand finden, der Interesse BA hat. Selbst für die bereits bestehenden Partner, die ja dann ihre Milestone-Zahlungen vom Kaufpreis abziehen könnten, müsste doch eine Übernahme interessant sein.
Wir reden hier über eine Market Cap von gerade einmal 750 Mio USD.
Ich bin weiterhin ratlos.
Es müsste sich doch jemand finden, der Interesse BA hat. Selbst für die bereits bestehenden Partner, die ja dann ihre Milestone-Zahlungen vom Kaufpreis abziehen könnten, müsste doch eine Übernahme interessant sein.
Wir reden hier über eine Market Cap von gerade einmal 750 Mio USD.
Ich bin weiterhin ratlos.
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