종목/MIRM
Mirum Pharmaceuticals, Inc.
2026 net product sales guidance increased to $660 to $680 million
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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.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 6일 (수) | 2026 Q1 | $-0.36 | $-1.08 | −199.7% | $160M | — |
| 5월 5일 (화) | 2026 Q1 | $-0.38 | — | — | — | — |
| UNH | 유나이티드헬스 | 345B | +8.9% | 75% (3/4) |
| MRK | 머크 | 275B | +16.0% | 100% (4/4) |
매출·제품별 성장과 임상 톱라인의 긍정적 결과로 시장은 전반적으로 'beat' 톤으로 받아들일 가능성이 높음(특히 LIVMARLI의 강한 판매 성장과 2026 가이던스 상향이 긍정적). 다만 대규모 비반복성 인수 관련 비용(IPR&D $726.3M)으로 분기 영업손익이 크게 악화돼 단기적 실적 변동성과 회계적 충격에 대한 우려는 존재함.
| 4월 30일 (목) |
| 2026 Q1 |
| $-0.38 |
| — |
| — |
| — |
| — |