Zevra Therapeutics, Inc.
ZVRA 6Price and target zones价格与目标区间
What the company does公司做什么
Zevra Therapeutics, Inc., a commercial-stage company, focuses on addressing unmet needs for the treatment of rare diseases in the United States. The company develops its products through Ligand Activated Technology platform.
Its lead product candidate is KP1077, consisting of KP1077IH, which is under Phase 3 clinical trial for the treatment of idiopathic hypersomnia, and KP1077N, which is under Phase 3 clinical trial to treat narcolepsy.
The company is developing Celiprolol, an investigational product candidate that is under Phase 3 clinical trial for the treatment of vascular Ehlers Danlos syndrome.
In addition, it offers AZSTARYS, a once-daily treatment for attention deficit and hyperactivity disorder in patients aged six years and older; OLPRUVA to treat urea cycle disorders; and MIPLYFFA for the treatment of niemann-pick disease type C, an ultra-rare neurodegenerative disease.
The company has collaboration and license agreement with Commave Therapeutics SA to develop, manufacture and commercialize the company's product candidates containing SDX and d-methylphenidate; and license agreement with Acer and Relief Therapeutics, Inc. to develop and commercialize rights for OLPRUVA.
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Zevra Therapeutics, Inc., a commercial-stage company, focuses on addressing unmet needs for the treatment of rare diseases in the United States. The company develops its products through Ligand Activated Technology platform. Its lead product candidate is KP1077, consisting of KP1077IH, which is under Phase 3 clinical trial for the treatment of idiopathic hypersomnia, and KP1077N, which is under Phase 3 clinical trial to treat narcolepsy. The company is developing Celiprolol, an investigational product candidate that is under Phase 3 clinical trial for the treatment of vascular Ehlers Danlos syndrome. In addition, it offers AZSTARYS, a once-daily treatment for attention deficit and hyperactivity disorder in patients aged six years and older; OLPRUVA to treat urea cycle disorders; and MIPLYFFA for the treatment of niemann-pick disease type C, an ultra-rare neurodegenerative disease. The company has collaboration and license agreement with Commave Therapeutics SA to develop, manufacture and commercialize the company's product candidates containing SDX and d-methylphenidate; and license agreement with Acer and Relief Therapeutics, Inc. to develop and commercialize rights for OLPRUVA. The company was formerly known as KemPharm, Inc. and changed its name to Zevra Therapeutics, Inc. in February 2023. The company was incorporated in 2006 and is headquartered in Boston, Massachusetts.
Company facts公司资料
- Founded成立时间
- 2006
- Headquarters总部
- Boston, Massachusetts
- Employees员工人数
- 61
- Industry行业
- Biotechnology
- Country国家
- United States
Investment thesis投资逻辑 from the watchlist来自关注列表
Would upgrade on
- ANALYZED 9/10 — ACCUMULATE (asymmetric bet); SWAPS VRRM out of this sleeve. De-risked: MIPLYFFA approved+launched, net cash ~$220-260M, operating income positive 4 straight quarters, real product revenue +40%. Size at the upper end of the 1-2% cap
🟢 9/10 分析——增持（非对称赌注）；在本仓位中替换掉 VRRM。 风险已下降：MIPLYFFA 已获批并上市，净现金约 $220-260M，营业利润已连续四个季度为正，真实产品营收 +40%。 仓位规模设在 1-2% 上限的高端。
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- 35%
- Revenue growth营收增长
- +53%
Competitive advantages竞争优势 from the thesis and the reports来自投资逻辑和报告
- Zevra is the 2023 rebrand of KemPharm after it (a) monetized its AZSTARYS ADHD royalty stream to DRI Healthcare for upfront cash and (b) acquired Acer Therapeutics for OLPRUVA (approved) and arimoclomol/MIPLYFFA (then in review).
- Moat & market - Niche strength: MIPLYFFA is the only FDA-approved treatment for the neurological manifestations of Niemann-Pick disease type C, an ultra-rare, fatal, historically undertreated lysosomal storage disorder.
- First-mover + orphan-drug exclusivity is a real, if narrow, moat.