H.C. Wainwright maintains Buy rating on Pharming Group stock

Published 24/04/2025, 12:58
H.C. Wainwright maintains Buy rating on Pharming Group stock

On Thursday, H.C. Wainwright analyst Joseph Pantginis reaffirmed a Buy rating and a $37.00 price target for Pharming Group (NASDAQ: PHAR), representing significant upside potential from current levels. According to InvestingPro data, the company maintains impressive gross profit margins of 88% and strong liquidity, with current assets exceeding short-term obligations by 3.77x. The endorsement follows the National Institute for Health and Care Excellence (NICE) issuing final guidance on April 23, 2025, recommending Joenja (leniolisib) for reimbursement and use within the National Health Service (NHS) in England and Wales. This recommendation is specifically for adult and pediatric patients aged 12 and older with activated phosphoinositide 3-kinase delta (PI3Kδ) syndrome (APDS).

The analyst views this development positively, noting the strong clinical evidence supporting Joenja’s efficacy and safety. This step is seen as another significant move in expanding access to Joenja and enhancing its commercial presence. The company’s revenue has grown 21% over the last twelve months, demonstrating strong market traction. Further, Pharming Group is actively working on broadening the potential reach of Joenja, as evidenced by the recent dosing of the first patient in a Phase 2 proof-of-concept trial for common variable immunodeficiency (CVID) with immune dysregulation. For deeper insights into Pharming’s growth potential and financial health metrics, investors can access comprehensive analysis through InvestingPro’s detailed research reports.

Additionally, Pharming’s pediatric Phase 3 trial for children aged 4-11 with APDS is ongoing, with full results expected to be presented at the Clinical Immunology Society (CIS) meeting in May 2025. These initiatives are part of the company’s strategy to serve a larger patient population and drive revenue growth.

On the regulatory front, Pharming continues to seek label expansions and approvals in new geographic regions. Notable upcoming milestones include a filing with Japan’s PMDA expected in mid-2025, a planned pediatric sNDA filing in the U.S. for the second half of 2025, and a response to a request for additional CMC data in Canada expected in early 2026, with a regulatory decision anticipated within that year.

In other recent news, Pharming Group reported its financial results, revealing fourth-quarter earnings per share of $0.005 and a full-year EPS of ($0.016), which were slightly below H.C. Wainwright’s projections. The company’s total revenue for 2024 was $297.2 million, surpassing the firm’s estimate of $284.7 million. Notably, Pharming’s Ruconest product generated $252.2 million in revenue, exceeding expectations, while Joenja brought in $45 million, closely matching forecasts. The analyst from H.C. Wainwright highlighted Joenja’s growth, attributing it to an increase in U.S. patients receiving paid therapy. By the end of 2024, 96 patients were on paid therapy for Joenja, with an additional five awaiting authorization. Pharming ended the year with a robust cash position of $169.4 million and provided revenue guidance for 2025, anticipating total revenue between $315 million and $335 million. H.C. Wainwright reaffirmed its Buy rating on Pharming with a price target of $37, expressing confidence in the company’s continued growth and financial health.

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