9Mês·

TOP Pick " Between the years "

Hello my dears,

as the stock exchange is open between the years. I am also on the lookout for you during this time.

Since my last presentations of biotech stocks were very successful.

I have continued to dive into this sector for you.


And I have found $MIRM (-0,05%) Mirum.


Anyone who knows me knows that I only invest in profitable companies.

But since I expect Mirum to be profitable next year, I'm already thinking about putting my foot in the door here.


What do you think of my idea of putting my foot in the door here?

And is Mirum the top pick for you "between the years"?


@Multibagger
@All-in-or-nothing

In 2026 a revaluation is possible for Mirum Pharmaceuticals - share with breakout to all-time high!

Von A. Haslinger - Updated on 23.12.25 11:28


I first presented Mirum Pharmaceuticals in the Tenbagger forum in 2023 at a price of USD 28. Since then, the share has performed magnificently and is trading at an all-time high of USD 80. The company focuses on the development and commercialization of therapies for chronic liver diseases.


The company is impressing with strong sales growth, with the main driver being Livmarli, which recently grew by 56 % YoY. It is the only drug in the US approved for the treatment of cholestatic pruritus in patients with Alagille syndrome (ALGS) aged three months and older.


In 2026, there could be four new drug registrations, including additional indications for Livmarli. This could create revaluation potential for the share in the new year. The share broke out to a new all-time high on December 22 and could now start to follow the trend. (MIRM)

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⬆️ @TomTurboInvest

Mirum Pharmaceuticals: From innovator for rare liver diseases to coveted takeover candidate


Mirum Pharmaceuticals - specialist for rare liver diseases with a strong pipeline


  • Mirum Pharmaceuticals develops therapies for rare liver diseases with a focus on the regulation of bile acid.
  • Key products include Livmarli, Cholbam and Chenodal, with Chenodal having recently completed Phase 3 trials for CTX.



EQS-News: Mirum Pharmaceuticals acquires HBM portfolio company Bluejay Therapeutics for up to USD 820 million


EQS-News: Mirum Pharmaceuticals übernimmt HBM Portfoliounternehmen Bluejay Therapeutics für bis zu USD 820 Millionen (deutsch)


Forecast: This stock is up almost 70% in 2025 and will be an even bigger winner in 2026

  • Mirum Pharmaceuticals was a big winner in 2025 thanks to the success of its flagship product Livmarli.
  • Livmarli should continue to gain momentum in 2026.
  • Good news from a Phase 2 trial of volixibate for the treatment of primary sclerosing cholangitis could also be a catalyst for Mirum next year.

Behind Mirum's meteoric rise

Prediction: This Stock Has Soared Nearly 70% in 2025 and Will Be an Even Bigger Winner in 2026 | The Motley Fool

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1 Approved in the following regions:

  • U.S. - For cholestatic pruritus in patients with ALGS three months of age and older;available in both oral solution and tablet formulations
  • E.U. - For cholestatic pruritus in patients with ALGS two months of age and older
  • Canada - For cholestatic pruritus in patients with ALGS

Pediatrics (12 months to 18 years): Based on data submitted and reviewed by Health Canada, the safety and effectiveness of LIVMARLI were established in these pediatric patients. Therefore, Health Canada has approved an indication for pediatric use.

Pediatrics (<12 months): The safety and efficacy of LIVMARLI in these pediatric patients have not yet been established.

2 Approved in the following regions:

  • USA - For cholestatic pruritus in patients with PFIC 12 months of age and older;available in both oral solution and tablet formulations
  • E.U. - For the treatment of PFIC in patients three months of age and older


3 CTEXLI (chenodiol) tablets have been approved by the FDA for the treatment of adults with cerebrotendinous xanthomatosis (CTX)


4 PBD-ZSD = peroxisome biogenesis disorder - cellular pathway spectrum disorder


5 Blinded interim analysis of the VITAS study announced in the PSC on June 17, 2024; the study will continue as planned


6 Interim data from the Phase 2b VANTAGE study investigating the safety and efficacy of volixibate for the treatment of PBC announced on June 17, 2024

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Mirum Pharmaceuticals: Transforming Lives in Rare Disease


How did Mirum Pharmaceuticals shares perform?


Current year +91.68%

2024 +40,07%

2023 +51,38%

2022 +22,26%


USD in millions

Estimates


Year
Turnover
Change in

2024 336,9 80,76 %

2025 507,9 50,76 %

2026 596 17,34 %

2027 699,6 17,4 %


Year
EBIT
Change in

2024 -87,61 17,85 %

2025 -19,03 78,28 %

2026 -16,32 14,2 %

2027 33,85 307,36 %

2028 147,83

2029 341,37


Year
Net result
Change in

2024 -87,94 45,35 %

2025 -20,65 76,52 %

2026 -19,68 4,71 %

2027 26,81 236,27 %

2028 120,93

2029 280,79


Year
Net debt
CAPEX

2024 85,6 0,993

2025 -202 0,5215

2026 -212 2

2027 -315 2


Year
Free cash flow
Change in

2024 9,332 113,13 %

2025 46,33 396,5 %

2026 37,67 -18,71 %

2027 104 176,11 %


Year
EBIT margin
ROE

2024 -25,8 % -37,08 %

2025 -3,68 % -8,94 %

2026 -5,56 % -5,11 %

2027 2,87 % 4,11 %


Year
Earnings per share

2024 -1,85

2025 -0,378

2026 -0,4125

2027 0,43

2028 1,72

2029 3,65

No. of shares (in thousands) 51,394

Market value 4,073


Year
P/E RATIO

2024 -22,4x

2025 -210x

2026 -192x

2027 184x

2028 45,96

2029 21,72

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38 Comentários

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Very interesting, let's see if I can find a few more euros somewhere
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I'm actually in the process of concentrating my portfolio a bit, and then you @Tenbagger2024 always come around the corner with your highly interesting picks and scrape up the freshly healed FOMO scabs 😅
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I like the chart and the 🔮 has given me the green light 🚦. So I'm going to follow the recommendation again......👍👍
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@Crash-Propheteus
My dear, Merry Christmas to you. Nice new profile picture
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@Tenbagger2024 Thank you, my dear....., unfortunately the contemplative Christmas is already over. Tomorrow the stock market party starts again.......
I have BIG plans 🤩
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@Crash-Propheteus
That sounds exciting. What are your plans
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@Tenbagger2024 Due to my age, I will have to take a more "serious" approach. I think 2026 will be a difficult year on the stock market overall, with a few "surprises". And I want to try to prevent or limit these as much as possible. And without losing the fun..........and that will be the biggest challenge!
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@Tenbagger2024 So, the plan is to allocate approx. 70% seriously with ETFs and high-growth dividend stocks, gold and money market ETFs. Approx. 20% with selected supposed growth individual stocks, with a medium risk and only 10% for "gambling" with derivatives, etc. The challenge will be to stick to this strategy........🙈
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@Crash-Propheteus
Keep me up to date
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A very exciting company that I didn't even know about yet. Thank you for the detailed introduction!
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@Max095
Hello dear, hope you had a nice Christmas. Yes, I also find the company exciting.
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Thanks for the introduction. Now the question... Another pharmaceutical share in the portfolio?
The growth looks great.
I think I'll take a small position here into the new year in addition to the planned increases 😉
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@TradingHase
I also like the share. But let's wait for further comments. @All-in-or-nothing will take a critical look at the share
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@TradingHase
The share could eventually go back to the 200-day line
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imagem de perfil
@TradingHase Which one do you want to increase?
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@Multibagger I would like to increase RKLB to 2%. I would like to reduce the S&P500 to about 15% and increase my $WMIN.
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@Tenbagger2024 When you buy such shares, do you always place a stop loss order to protect yourself?
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@capital_captain_2693
The company has been listed on the stock exchange since 2021. And since then, the chart has only gone up. That's why I don't think the share is quite as risky and volatile. Should I slip into negative territory, I see it more as an opportunity to buy and less as a reason to sell
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@capital_captain_2693 I now only set price alerts. With more volatile stocks, I have been kicked out so often by SL and had to re-enter.
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@TradingHase Thanks for the info
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@Tenbagger2024 this is indeed exciting even for me! I'm sitting on a few pharma/biotech bets, but I'm really interested in this one.😉

What irritates me a bit about it though: The massive jump in the financials from 2026 to 2027. This is less likely to be due to an even more mature market for the main drug, and the pipeline is also very manageable. Conversely, this means that market launches of development candidates or further treatment approvals for the main drug are almost certainly priced into the forecasted financials. A lot of coffee grounds to read, of course.

Which made me a little suspicious: The last update on the studies for the development candidates was in mid-2024? Is there anything more recent? The time span without updates seems extremely long to me.

But: it looks exciting and I'm currently thinking about where I can make a little cash liquid to collect a first tranche.😁 My TR depot opening has given me one or two more ideas about what I can and will do, I'll probably report on this again briefly in a post later.😅😂

Thank you once again, my dear, for finding pearls for us and for your work.🙏🏻😘
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@All-in-or-nothing
So 4 of the 8 drugs are still awaiting approval.
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Once again an excellent contribution my dear 🙏🏽 will be added to the watchlist!
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Very interesting
Let's see maybe a small position will be added to the portfolio
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imagem de perfil
Exciting thing but maybe wait for a correction before buying or just go straight in on the ath?
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My dear. Don't let it get you down
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9Mês
O comentário foi eliminado
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@Iwamoto
But you were a big Novo fan
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@Iwamoto
I am satisfied with my pharma shares
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9Mês
O comentário foi eliminado
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@Iwamoto
Do you mean from your four loss positions?
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9Mês
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@Iwamoto
And then back in again during the next correction?
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9Mês
O comentário foi eliminado
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@Iwamoto
If it's only about a few euros in taxes, I wouldn't worry about it at all. And simply do nothing. The state is broke anyway
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9Mês
O comentário foi eliminado
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@Iwamoto
If you want to sell anyway. You can sleep on it one more night.
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