$Ironwood医药(IRWD.US)$shares sank almost 40% after the drugmaker said its global phase III trial of Apraglutide, a treatment for short bowel syndrome, missed two of its four secondary goals. That muddies the prospects for the company that's seeking to expand its product pipeline beyond Linzess. Ironwood, which has been operating at a loss, sourced almost ll of its $117.6 million revenue in 2023 from its collaborati...
Thomas McCourt's recent sale at the current share price of US$14.58 raises caution. More selling than buying by insiders over the past year and low insider ownership could concern potential investors.
Investor sentiment for Ironwood Pharmaceuticals is negative. Potential disconnect between business fundamentals and market valuation could reveal investment opportunities.
Ironwood医药股票讨论区
专栏Ironwood Pharma Shares Tank 40% as Drug Trial Misses Secondary Goal
That muddies the prospects for the company that's seeking to expand its product pipeline beyond Linzess.
Ironwood, which has been operating at a loss, sourced almost ll of its $117.6 million revenue in 2023 from its collaborati...
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新增数据:2023Q2
2023Q2营收增长10.4%,营业利润受收购进行中研发(Acquired in-process research and development)影响亏损10.7亿,不过这个进行中研发在现金流量表里计入了投资现金流,即使这样,2季度现金流经营净额仍然下降了43%。
资产负债表显示现金下降5.6亿,长短期借款共增加4亿,净资产变为了负的3.5亿。
目前看这笔收购采用过高的债务杠杆,风险极大,暂时平仓了结。
利润表显示2022年利息由费用变为了收入,消除了利息负担。
2023Q1营收增长6.7%,营业利润增长3.9%,净利润增长17.8%。
5年来资产负债率从159%下降到40.7%,2023Q1进一步下降到38.8%。
资产负债表显示2022年底现金达到了6.6亿,长期借款3.96亿,这应该是利息负担消失的原因,2023Q1现金达到7.4亿,长期借款3.97亿,现金进一步增多。、没有库存,应收账款增速和比例都很正常。
近3年来现金流经营净额远超投资净额,现金产生能力极强。
目前市盈率10.4,市盈率TTM下降到10,可以选择 (⭐️⭐️)
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