0.05%
13.48%
4.39%
3.26%
12.54%
-16.43%
-29.87%
AI Spotlight on ALM
Company Description
Almirall, S.A., a biopharmaceutical company, engages in the research, development, manufacture, and sale of skin-health related medicines in Europe, the United States, and internationally.The company offers its products for dermatological diseases comprising actinic keratosis, atopic dermatitis, androgenic alopecia, psoriasis, onychomycosis, oncodermatology, acne, and orphan indications, as well as for cardiovascular, musculo-skeletal, respiratory, and nervous system; alimentary tract and metabolism; antiinfectives for systemic use; genito urinary system and sex hormones; immunostimulants; and systematic hormonal preparations.Its products include Ilumetri, Solaraze, Actikerall, Ciclopoli, Skilarence, Aczone, Decoderm, Cordran Tape, Azelex, Klisyri, Tazorac, Seysara, Veltin, Almax, Ebastel, Sativex, Crestor, and Efficib/Tesavel.
Almirall, S.A. has collaboration and partnership agreements with Tyris Therapeutics, BIOMAP, the University of Dundee, Kaken Pharmaceutical Co Ltd., Ichnos Sciences Inc., the University Carlos III Madrid and MEDINA Foundation, 23andMe, Inc., HitGen Ltd., WuXi Biologics, Eli Lilly and Company, and Athenex, Inc.The company was formerly known as Laboratorios Almirall, S.A. and changed its name to Almirall, S.A. in May 2009.Almirall, S.A. was founded in 1943 and is headquartered in Barcelona, Spain.
Market Data
| Last Price | 9.51 |
| Change Percentage | 0.05% |
| Open | 9.51 |
| Previous Close | 9.51 |
| Market Cap ( Millions) | 2030 |
| Volume | 162200 |
| Year High | 10.04 |
| Year Low | 7.85 |
| M A 50 | 8.5 |
| M A 200 | 8.94 |
Financial Ratios
| FCF Yield | -0.09% |
| Dividend Yield | 1.93% |
| ROE | -2.94% |
| Debt / Equity | 23.63% |
| Net Debt / EBIDTA | 2.15% |
| Price To Book | 1.52 |
| Price Earnings Ratio | -51.43 |
| Price To FCF | -1085.61 |
| Price To sales | 1.76 |
| EV / EBITDA | 12.12 |
News
- Jan -15 - JP Morgan 2025: Almirall updates strategy with focus on medical dermatology
- Jan -14 - Almirall at the JPMorgan Conference - Entering a New Era of Sustained Growth
- Dec -04 - Almirall Launches The Hive, Creating a Novel Collaborative Innovation Hub to Advance Life Sciences and Healthcare
- Nov -12 - Eloxx Pharmaceuticals Announces Key Corporate Accomplishments
- Nov -11 - Almirall’s Nine-Month 2024 Results: Almirall Reports Strong Performance at Q3 2024 - Driven by Successful Commercial Execution of the Dermatology Portfolio, Fuelled by Biologics Growth
- Oct -15 - Almirall completes EU regulatory procedure for antifungal Jublia
- Oct -15 - Almirall Announces Completion of Decentralized Regulatory Approval Procedure for Efinaconazole in Europe
- Sep -25 - New Data Show Almirall´s EBGLYSS® (Lebrikizumab) Provided Sustained Disease Control for up to Three Years in More Than 80% of Adults and Adolescents With Moderate-to-severe Atopic Dermatitis
- Sep -23 - Almirall to Present New Data on Biologics for Psoriasis and Atopic Dermatitis and Celebrates 80 Years of Innovation at the EADV Congress
- Jul -25 - Almirall And Two Additional Stocks Considered Below Estimated Market Value
- Jul -22 - Ilumetri and Ebglyss spur Almirall’s growth in dermatology
- Jul -22 - Almirall’s H1 2024 Results: Almirall Delivers Strong Performance in the First Half of 2024, Achieving Net Sales Growth of 6.7% Driven by Its European Dermatology Business and Accelerating Biologics Sales
- Jul -11 - Eloxx Pharmaceuticals Provides Pipeline and Financing Updates
- Jul -10 - NICE recommends Ebglyss for atopic dermatitis patients
- Jul -10 - NICE Recommends Ebglyss (lebrikizumab) for Use in Moderate to Severe Atopic Dermatitis in the NHS England in Eligible Adolescents and Adults
- Jul -02 - Almirall Launches Act4Impact – its Updated Sustainability Strategy Setting Ambitious Targets for 2030
- Jun -28 - Almirall’s Ilumetri® (tildrakizumab) Restores and Maintains Wellbeing of Patients With Moderate-to-severe Plaque Psoriasis to the Levels of the General Population for up to 1 Year1
- Jun -10 - FDA Approves Almirall’s Klisyri® (tirbanibulin) for the Treatment of Actinic Keratosis on Expanded Area of Face or Scalp up to 100 cm2
- May -13 - Almirall Delivers Strong Start of 2024 – Q1 Net Sales Growth of 6.6% Overall and 18% in the European Dermatology Business, Driven by Biologics and Solid Performance of Broad Product Portfolio
- Mar -13 - Almirall and Eloxx Pharmaceuticals Enter into Exclusive Agreement to license ZKN-013 for rare dermatological diseases
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Commercialization through Own Network
Expected Growth : 8 %
What the company do ?
Commercialization through Own Network from Almirall, S.A. refers to the company's strategy of selling its dermatology products directly to customers through its own sales force and distribution channels.
Why we expect these perspectives ?
Strong commercialization through Almirall's own network drives 8% growth, fueled by increased sales force effectiveness, expanded product portfolio, and strategic partnerships. Additionally, targeted marketing campaigns and enhanced customer engagement strategies contribute to accelerated revenue growth.
Segment n°2 -> Commercialization through Licensees
Expected Growth : 7 %
What the company do ?
Commercialization through Licensees from Almirall, S.A. refers to the process of partnering with external companies to market and distribute Almirall's products, leveraging their expertise and networks to expand reach and revenue.
Why we expect these perspectives ?
Strong demand for dermatology products, increasing prevalence of skin diseases, and successful commercialization strategies by Almirall, S.A. through licensing agreements, resulting in 7% growth. Partnerships with key licensees have expanded product reach, while investments in R&D have improved product offerings, driving revenue growth.
Segment n°3 -> Dermatology in the United States
Expected Growth : 10 %
What the company do ?
Almirall, S.A. is a leading dermatology company in the United States, providing innovative solutions for skin health and wellness.
Why we expect these perspectives ?
Almirall's 10% growth in the US dermatology segment is driven by increasing prevalence of skin conditions, an aging population, and rising demand for aesthetic treatments. Additionally, the company's strong product portfolio, including Sebeliuum and Aktify, and strategic partnerships with dermatology clinics and research institutions contribute to its growth.
Segment n°4 -> Corporate Management and Results Not Assigned to Other Segments
Expected Growth : 6 %
What the company do ?
Corporate Management and Results Not Assigned to Other Segments refers to Almirall, S.A.'s unallocated corporate costs, R&D expenses, and other miscellaneous items not attributed to specific business segments.
Why we expect these perspectives ?
Almirall's Corporate Management and Results Not Assigned to Other Segments growth of 6% is driven by effective cost management, strategic investments in R&D, and successful partnerships. Additionally, the company's focus on dermatology and its diversified product portfolio have contributed to its growth. Furthermore, Almirall's strong cash flow generation and efficient capital allocation have enabled the company to invest in growth initiatives and return value to shareholders.
Almirall, S.A. Products
| Product Range | What is it ? |
|---|---|
| Actikerall | A topical cream used to treat actinic keratoses, a skin condition that can lead to skin cancer. |
| Ilumetri | A topical cream used to treat mild to moderate psoriasis. |
| Sativex | An oral spray used to treat spasticity in multiple sclerosis patients. |
| Skilarence | An oral medication used to treat moderate to severe psoriasis. |
| Monovo | A topical cream used to treat acne. |
Almirall, S.A.'s Porter Forces
Threat Of Substitutes
Almirall, S.A. operates in a highly competitive industry, and there are many substitutes available in the market. However, the company's strong brand presence and customer loyalty help to mitigate the threat of substitutes.
Bargaining Power Of Customers
Almirall, S.A. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are often prescribed by doctors, which further reduces the bargaining power of customers.
Bargaining Power Of Suppliers
Almirall, S.A. relies on a few large suppliers for raw materials, which gives them some bargaining power. However, the company's strong relationships with suppliers and its ability to negotiate prices help to mitigate this threat.
Threat Of New Entrants
The pharmaceutical industry is highly regulated, and new entrants face significant barriers to entry. However, the threat of new entrants is still high due to the potential for new companies to disrupt the market with innovative products and business models.
Intensity Of Rivalry
The pharmaceutical industry is highly competitive, and Almirall, S.A. faces intense rivalry from established players. The company must continually innovate and invest in R&D to stay ahead of the competition.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 21.60% |
| Debt Cost | 3.95% |
| Equity Weight | 78.40% |
| Equity Cost | 5.54% |
| WACC | 5.20% |
| Leverage | 27.56% |
Almirall, S.A. : Quality Control
Almirall, S.A. passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IPN.PA | Ipsen S.A. operates as a biopharmaceutical company worldwide. The company provides drugs in the areas of oncology, neuroscience, gastroenterology, cognitive disorders, and rare diseases. It offers Somatuline for neuroendocrine tumors … |
| SOBI.ST | Swedish Orphan Biovitrum AB (publ), an integrated biotechnology company, researches, develops, manufactures, and sells pharmaceuticals in the therapeutic areas of haematology, immunology, and genetic and metabolic diseases in Europe, North … |
| HIK.L | Hikma Pharmaceuticals PLC develops, manufactures, markets, and sells a range of generic, branded, and in-licensed pharmaceutical products. The company offers its products in solid, semi-solid, liquid, and injectable final dosage … |
| SFZN.SW | Siegfried Holding AG engages in the life sciences business worldwide. The company develops and produces active pharmaceutical ingredients (APIs) and intermediates, as well as finished dosage forms, including solid oral … |
| ALVO | Alvotech, through its subsidiaries, develops and manufactures biosimilar medicines for patients worldwide. It offers biosimilar products in the therapeutic areas of autoimmune, eye, and bone disorders, as well as cancer. … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Ipsen
A-Score
1-Year Total Return ->
🥈
Hikma Pharmaceuticals
A-Score
1-Year Total Return ->
🥉
Almirall
A-Score
1-Year Total Return ->
4
Siegfried Holding
A-Score
1-Year Total Return ->
5
Sobi
A-Score
1-Year Total Return ->
6
