文章核心观点 - UBS 对 Harmony Biosciences Holdings Inc (HRMY) 发起了覆盖,这是一家专注于罕见神经系统疾病的商业阶段生物制药公司 [1] - 公司的上市药物 Wakix (pitolisant) 获批用于成人失眠症患者的过度日间嗜睡或嗜睡发作 [1] - Wakix 在 2024 年第二季度的净收入为 1.72.8 亿美元,同比增长 29% [1] - Wakix 的患者人数环比增加约 250 人,达到约 6,550 人 [1] - UBS 给予 Harmony 买入评级,目标价为 56 美元,认为 Wakix 有望持续增长 [1] 行业分析 公司业务 - Wakix 在嗜睡症市场的地位良好,有望受益于对该疾病认知度的提高,诊断率从目前的约 50% 有上升空间 [2] - Wakix 在多药联合治疗市场也有优势,相比其他已批准药物具有差异化特点 [2] - 公司最近的业务拓展交易可能为管线带来多元化的机会,如收购 Epygenix Therapeutics 获得罕见癫痫药物 Zygel [2] - Zygel 在脆性 X 综合征的III期临床试验有望取得积极结果,预计 2025 年中期公布数据 [2]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

PLYMOUTH MEETING, Pa., Aug. 21, 2024 /PRNewswire/ -- Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY), today announced that Harmony's management team will participate in the following upcoming investor conferences:Wells Fargo 2024 Healthcare ConferenceLocation: BostonFireside Chat: Thursday, September 5, 2024, at 9:30 a.m. ET2024 Cantor Global Healthcare ConferenceLocation: New York CityFireside Chat: Tuesday, September 17, 2024, at 3:05 p.m. ETA webcast of the fireside chats will be available on the inves ...

bbevren/iStock via Getty Images Harmony (in music) is the combination of simultaneously sounded musical notes to produce a pleasing effect. While scouting for new pharma stock ideas, I usually focus on beaten-down stories with very slim growth rates left with rock-bottom valuations and high dividend yields, like Pfizer (PFE) and Bristol-Myers (BMY). Well, this is surely not entirely the case for Harmony Biosciences (NASDAQ:HRMY), a Pennsylvania-based biopharmaceutical company with a market cap of less t ...

Harmony Biosciences Holdings, Inc. (HRMY) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings e ...

Mohammed Haneefa Nizamudeen/iStock via Getty Images Today, we are circling back on Harmony Biosciences (NASDAQ:HRMY) for the first time since our last article on this small biopharma name in March 2023. The company has received some more favorable analyst firm coverage recently, and also recently garnered an approval for a label extension. Harmony has made several recent acquisitions to expand its pipeline as well. The company just reported second quarter results. Still, a decent amount of the overall f ...

Harmony Biosciences Holdings, Inc. (HRMY) closed the last trading session at $35.09, gaining 1.1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $43.88 indicates a 25.1% upside potential.The average comprises eight short-term price targets ranging from a low of $28 to a high of $56, with a standard deviation of $10.20. While the lowest estimate indicates a decline of 20.2% from th ...

Investors interested in Medical - Biomedical and Genetics stocks are likely familiar with Harmony Biosciences Holdings, Inc. (HRMY) and Regeneron (REGN) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these ...

财务数据和关键指标变化 - 公司报告第二季度净收入为1.728亿美元,同比增长29% [55] - 非GAAP调整后净收益为6060万美元,每股收益1.05美元,同比增长 [56] - 公司表示非GAAP财务指标更能反映公司的基本业务表现 [55] 各条业务线数据和关键指标变化 - WAKIX产品第二季度净销售额为1.728亿美元,同比增长29% [31][55] - WAKIX平均患者人数增加至约6,550人,较上一季度增加约250人 [32] - WAKIX处方医生群体继续扩大,已覆盖约40%的非OxyBate REMS医生群体 [33][34] 各个市场数据和关键指标变化 - 公司表示WAKIX在成人和儿童(6岁及以上)narcolepsy患者群体中的市场机会良好 [36] - 儿童narcolepsy患者群体约占全部narcolepsy患者的5%,约4,000人 [36] 公司战略和发展方向及行业竞争 - 公司正在开发高剂量pitolisant(Pitolisant HD)产品,目标PDUFA日期为2028年 [10][18] - Pitolisant HD产品旨在提高疗效,同时针对乏力等症状,并采用肠溶制剂改善胃肠耐受性 [13][14][15][17][18] - 公司认为Pitolisant HD产品具有很强的市场竞争力和差异化优势 [18][19] - 公司还在开发pitolisant肠溶制剂(Pitolisant GR),目标PDUFA日期为2026年 [22] - 公司正在推进其他三大治疗领域的临床项目,包括神经行为和罕见癫痫 [23][50] - 公司有望在未来5年内每年推出1个新产品或适应症 [24] 管理层对经营环境和未来前景的评论 - 公司对WAKIX在narcolepsy市场的10亿美元以上的市场机会充满信心 [25][132] - 公司表示WAKIX专利有效期延长至2030年,加上Pitolisant GR和HD的专利保护,有望将Pitolisant产品线延长至2040年中期 [26][27] - 公司有约4.34亿美元的现金和投资,为未来业务发展提供了充足的资金支持 [59] 其他重要信息 - 公司表示WAKIX专利再次被美国专利商标局维护,专利有效性得到进一步确认 [26] - 公司计划于10月1日在纽约举办首次投资者日,届时将分享更多管线进展和新数据 [29] 问答环节重要的提问和回答 问题1 **Francois Brisebois 提问** 询问公司第三季度WAKIX患者增长情况,是否会出现季节性下滑 [68] **Jeffrey Dierks 回答** 公司预计第三季度会出现一定的季节性下滑,但有信心在全年保持持续增长 [69][70][71] 问题2 **Charles Duncan 提问** 询问公司对WAKIX在儿童narcolepsy患者群体的渗透率和持续性的预期 [78] **Jeffrey Dierks 回答** 公司预计儿童患者群体的渗透会相对平缓,但WAKIX的耐受性和持续性可能会更好 [82][83][84] 问题3 **Kumar Budur 回答** 公司对EPX-100在Dravet综合征治疗中的差异化优势在于更好的安全性和耐受性,未见严重不良反应 [141][142][143][144][145][146]