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Pharming Group (PHARM)

Business description

Pharming, a Dutch company listed on Euronext, has focused on Ruconest/ Rhucin for angioedema, a rare hereditary disease. Ruconest is now EU approved and will be marketed by Sobi and Esteve. US kidney rejection trials have started.

Share price chart

Share chart

Stock data

Market cap.€36.5m
Last close€0.07
High / Low (52 weeks)€0.2 / €0.1
Stock market listingAMS
Forecast net debt (€m)14.1
Forecast gearing ratio (%)281
TeamHealthcare
SectorPharmaceutical & Healthcare

Price performance

%1m3m12m
Actual(13.75)(25.8065)(65.5)
Relative *(17.682)(31.7744)(60.8559)

* % Relative to local index

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Y/E Dec Revenue (€m) EBITDA (€m) PBT (€m) EPS (c) P/E (x) P/CF (x)
2009A 1.1 (26.7) (31.1) (27.0) N/A N/A
2010A 1.8 (3.7) (20.7) (3.9) N/A N/A
2011E 8.4 (15.1) (15.7) (3.4) N/A N/A
2012E 9.6 (14.9) (15.6) (3.4) N/A N/A

Last updated on 06/12/2011

Investment summary

The Q3 results showed YTD revenue of €2.3m mainly from recognition of 2010 income from license partners. Sobi disclosed end-user sales YTD of SEK1m. Operating costs were €15.1m, in line with 2010 ongoing expenses after discontinued DNage costs. The loss was €13.3m. Cash was €9.8m giving funding into Q212. The deal with Sobi was restructured during August, with more territories added. As reimbursement is agreed with individual EU countries and Holland has been added, sales of Ruconest should steadily develop. The FDA-required Phase III Rhucin trial is underway for a H212 reporting date. This could trigger a 2012 $10m milestone plus a $5m fee on FDA acceptance of the BLA, probably Q113.

Last updated on 09/12/2011

Industry outlook

Cinryze has approval for a combined acute and prophylactic use is being EU marketed. US prophylaxis sales in 2011 will be $260m. Dyax's Kalbitor US sales YTD were $15.9m with $24m expected for 2011. Shire's Firazyr sold $11m in the EU, up 88%, and was given FDA approval in 25 August.

Last updated on 09/12/2011

Key management

Sijmen de Vries, CEO
Karl Keegan , FD

Company address

Darwinweg 24
2333 CR Leiden
Leiden
Netherlands
+31 (0)71 5247 400
View website



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