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Mirum Pharmaceuticals, Inc. (MIRM)

Valor Justo
HealthcareBiotechnologyUnited States

Fundamental

26

Precio

$85.48

Capitalización Bursátil

$5.55B

Parte 1 · Cuánto vale la empresa

Resumen

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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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance y Liquidez

Ingresos

$618M

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$-860M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$55M

Patrimonio Neto Total

$315M

Pasivo Total

$528M

Ratio de Liquidez

2.86

Cobertura de Intereses

62.06

Deuda/EBITDA

361.93

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalValoración Justa

Valor Justo

$91.47

Precio Actual

$85.48

Margen de Seguridad

+6.6%

Rango de Valor Justo

$59.46 - $123.49

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$145.79
Flujo de caja descontado (DCF):$19.06
Múltiplo sobre beneficios (P/E):Datos insuficientes para calcularlo
Fórmula de crecimiento de Graham:Datos insuficientes para calcularlo
Valor de la capacidad de generar beneficios (EPV):Datos insuficientes para calcularlo
P/B justificado:Datos insuficientes para calcularlo
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:$0.22
Beneficios de mitad de ciclo:Datos insuficientes para calcularlo
Múltiplo sobre ingresos:$38.42
Consenso de Analistas:Compra Fuerte (19B / 1H / 0S)
Última Sorpresa de Resultados:-52.65%

Métricas de Valoración

Ratio P/E

-

ROE

-7.4%

Ratio P/B

17.64

P/FCF

101.15

Margen Bruto

-

ROIC

-80.1%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

-80.1%

WACC

7.8%

ROIC − WACC

-88.0 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (7)

  • EPS shows upward trend
  • Price CAGR 20.28%
  • Debt/Equity ratio
  • Current Ratio
  • Interest Coverage
  • Analyst Consensus 95% Buy
  • Piotroski F-Score 5/9

Fallido (13)

  • ROIC -80.1%
  • P/FCF 101.15
  • P/B Ratio 17.64
  • 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%

No disponible (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

5/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

4.6%

Emitiendo nuevas acciones, diluyendo la participación

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Christopher PeetzCEO & Director46
Mr. Peter Radovich M.B.A., Ph.D.COO & President47
Mr. Eric H. Bjerkholt M.B.A., M.S.Chief Financial Officer65
Dr. Joanne M. J. Quan M.D.Chief Medical Officer61
Dr. Jean-Luc Girardet Ph.D.Chief Technical Officer-
Mr. Andrew McKibbenSenior Vice President, Strategic Finance & Investor Relations-
Mr. Douglas T. Sheehy J.D.Chief Legal Officer & Secretary58
Meredith KiernanSenior Director of Global Corporate Communications-
Ms. Erin CampanyChief People Officer57
Ms. Lara Longpre MBA, MSCChief Development Officer55

Riesgo de Auditoría

6

Riesgo del Consejo

10

Riesgo de Compensación

7

Riesgo de Derechos del Accionista

8

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-25

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-08-05

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-09-28

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for MIRM, sourced from Markets Gazette.

  • 2/26/2026POSITIVE
    13 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.

  • 2/25/2026NEUTRAL
    Mirum (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