Harmony Biosciences Holdings, Inc.

NASDAQ•HRMY

CEO: Mr. Jeffrey S. Aronin

セクター: Healthcare

業種: Biotechnology

上場日: 2020-08-19

Harmony Biosciences Holdings, Inc., a commercial-stage pharmaceutical company, focuses on developing and commercializing therapies for patients with rare and other neurological diseases in the United States. The company offers WAKIX (pitolisant), a molecule with a novel mechanism of action for the treatment of excessive daytime sleepiness in adult patients with narcolepsy. It also offers HBS-102, a melanin-concentrating hormone receptor 1 for MCH neurons. The company was formerly known as Harmony Biosciences II, Inc. and changed its name to Harmony Biosciences Holdings, Inc. in February 2020. Harmony Biosciences Holdings, Inc. was incorporated in 2017 and is headquartered in Plymouth Meeting, Pennsylvania.

連絡先情報

630 West Germantown Pike, Suite 215, Plymouth Meeting, PA, 19462, United States

484-539-9800

www.harmonybiosciences.com

時価総額

$1.61B

PER (TTM)

10.1

17.5

配当利回り

52週高値

$40.87

52週安値

$25.52

52週レンジ

15%

順位37Top 34.1%

4.4

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

堅調 • 4.4 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$243.78M+0.00%

直近4四半期の推移

EPS

$0.39+0.00%

直近4四半期の推移

フリーCF

$126.04M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

WAKIX Revenue Growth Net product revenue reached $868.5 M in 2025, marking a 21.5% increase driven by unit volume growth and price realization.

Net Income Improvement Net income totaled $158.7 M for 2025, reflecting strong operational leverage compared to $145.5 M reported in 2024.

R&D Investment Surge Research and development expenses grew 30.0% to $189.6 M, funding pipeline expansion across multiple franchises including EPX-100.

Strong Cash Position Cash, equivalents, and investments totaled $882.5 M as of year-end 2025, supporting ongoing operations and future investing activities.

リスク要因

Single Product Revenue Reliance Business success substantially depends on WAKIX commercial performance; failure to maintain or increase sales adversely affects financial condition.

License Agreement Dependency Reliance on Bioprojet license for pitolisant IP; termination or loss of significant rights severely impacts development and commercialization efforts.

Competitive Generic Entry Intense industry competition and potential generic versions could materially reduce market share and profitability for WAKIX and future products.

Regulatory Approval Uncertainty FDA approval process remains costly, lengthy, and unpredictable, potentially delaying or preventing commercialization of pipeline assets in other indications.

見通し

Next-Gen Pitolisant Advancement Pitolisant GR targets NDA submission in Q1 2026 following positive bioequivalence data; HD Phase 3 trials are now initiated.

Pipeline Expansion Focus Advancing rare epilepsy assets EPX-100 (Phase 3) and new CNS fatigue formulation development toward a Phase 1 PK study.

Securing Pediatric Exclusivity Initiating PWS Phase 3 TEMPO study supports efforts to obtain crucial pediatric exclusivity for the WAKIX label expansion.

同業比較

売上高 (TTM)

NVAX

$1.12B

+64.7%

HRMY

$868.45M

+21.5%

IMCR

$372.97M

+20.2%

粗利益率 (最新四半期)

CLDX

100.0%

+0.0pp

ABCL

100.0%

+588.5pp

NUVB

99.0%

+182.9pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
EWTX	$3.21B	-18.4	-32.0%	0.7%
VERA	$2.94B	-8.8	-59.7%	10.5%
VRDN	$2.41B	-7.0	-58.4%	5.6%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

9.7%

安定成長

4四半期純利益CAGR

-21.0%

収益性の低下

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月4日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし