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Biotechnology
P/S (TTM)
18.3
Zogenix, Inc. is a biopharmaceutical company dedicated to the discovery, development, and commercialization of therapies for rare diseases within the United States, striving to profoundly improve the quality of life for affected patients and their families. Their flagship product candidate, Fintepla, a low-dose fenfluramine, is currently undergoing Phase III clinical evaluation for the management of seizures associated with Dravet syndrome and Lennox-Gastaut syndrome. Additionally, Fintepla is progressing through Phase II trials to address other less common epileptic syndromes and disorders. Another key pipeline asset is MT1621, an investigational treatment targeting thymidine kinase 2 deficiency, a severe genetic disorder. Zogenix, Inc. has established a collaboration with Tevard Biosciences focused on the research, development, and eventual commercialization of pioneering gene therapies for Dravet Syndrome and other inherited epilepsies. Established in 2006, the company was initially known as SJ2 Therapeutics, Inc. before rebranding as Zogenix, Inc. in August of the same year. Its corporate headquarters are situated in Emeryville, California.
www.zogenix.comNo one on the platform currently holds ZGNX.
No tracked institution reports a position in ZGNX as of their last filing.
| Execution date | Ratio |
|---|---|
| 2015-07-01 | 1-for-8reverse |
No one on the platform has traded ZGNX yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Analyst estimates unavailable for this ticker.
Beat consensus in 2 of the last 7 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2022-02-28 | $-0.88 | $-0.98 | -11.4% |
| 2021-11-04 | $-0.97 | $-1.04 | -7.2% |
| 2021-08-05 | $-0.93 | $-1.05 | -12.9% |
| 2021-05-06 | $-1.02 | $-1.00 | +2.0% |
| 2021-02-25 | $-1.00 | $-1.26 | -26.0% |
| 2020-11-09 | $-0.98 | $-1.08 | -10.2% |
| 2020-08-05 | $-1.00 | $-0.96 | +4.0% |
| $1.2B |
| — |
| EQRXEQRx, Inc. | $2.34 | -2.09% | $1.1B | — |
| FUSNFusion Pharmaceuticals Inc. | $21.55 | +0.14% | $1.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
$VSTM reports Q126 sales of its LGSOC combo Thursday after the close For its 1st 2 full fiscal quarters post launch, sales of VSTM's combo therapy have tracked sales of CTIC's Vonjo & are handily higher than ZGNX's Fintepla. Both $CTIC & $ZGNX were acquired for enterprise values of $1.7B. If you believe actual product sales are a barometer, again a barometer, for valuation potential then investors should follow VSTM. If VSTM's Q126 sales are on par or beat analyst estimates then it may affirm VSTM's LGSOC hypothetical M&A exit valuation could be on par with CTIC & ZGNX. Just remember VSTM fully diluted shares are roughly 20% higher. We'll add a comparison to $DAWN Ojemda sales (VSTM running roughly 1/3 less but DAWN exited at ~$2.2B ish). The dots connect VSTM has a 2nd asset showing genuine promise in solid tumors with a KRAS 12D mutation (very roughly 15% of all solid tumors, higher in some & lower in others). Updated data is due in Q226. This is not investment advice. $XBI
View on StockTwits ↗The graph compares $VSTM actual US product sales of its combo for LGSOC for its 1st two fiscal quarters on the market & analyst estimates for the next four quarters to actual CTIC & $ZGNX US product sales for their 1st four & six quarters on the market, respectively. Both CTIC & ZGNX were comm'l-stage bios with 1 FDA approved drug & no meaningful pipeline of value. Both were acquired for enterprise values of $1.7B. Even though analysts forecast VSTM to outsell both in the coming quarters, VSTM's market cap is $433MM (its EV is just over $200MM) The simple point is if one believes actual sales post FDA approval are a barometer of valuation then there's compelling evidence VSTM is severely undervalued. This is not investment advice. VSTM's Copiktra was approved 9/24/18. VSTM closed the next day at $88.44 a share. Management execution & competence are paramount to S/Hs building wealth. Let's hope VSTM management can realize its combo's value (& 7375) for us. $XBI $IBB Next up $NUVB
View on StockTwits ↗Congrats to DAWN. $DAWN US product sales by quarter post launch v. CTIC & ZGNX new products. Both $CTIC & $ZGNX were acquired for enterprise values of ~$1.7B DAWN's Ojemda is outselling both by ~50%. We're not suggesting DAWN's enterprise value would be 50% more than CTIC/ZGNX, if ever acquired, but most investors believe drugs are worth some multiple and/or NPV of sales. Exercise caution as DAWN's CEO, who went to Ivy League colleges, told investors last January 2025 at JP Morgan that DAWN's $500MM+ cash in the bank at the time may not be enough & that DAWN was risking Ojemda valuation gains on DAY-301 even though 95-98% of all new cancer drugs in Phase 1 trials are never approved It used to be considered wisdom to sell a bio once a drug is approved. Read our post from yesterday that documented investors have lost ~90% of the time when comm'l-stage oncology focused bios like DAWN are not sold within 2 years of approval (since 1/1/13) This is not investment advice. DAY-301 may work out
View on StockTwits ↗$ZNTL stole this from Twitter. Billy's purchases, $ZGNX was bought out. Keep speculation until the 29th I guess
View on StockTwits ↗$INO approval of any drug will push the MC to 1-5B range. Which is approximately 3x-15x multiple ($38-$190). For comparison check $ZGNX or $CPRX with approved drugs
View on StockTwits ↗@sogenerous if there are news you will not have time to re-enter (if this is the sort of news we all expect here), you might regret it. Came through that with $ZGNX and $GBT already.
View on StockTwits ↗$ZGNX I can tell you the stock price it s 26 the same price it’s been for 2 years almost no matter what What’s up with that?!?
View on StockTwits ↗$ZGNX Approval of Fintepla, Nda #212102 https://newsfilter.io/a/a8d34df028711b3579adb3dfd7e9d8bb
View on StockTwits ↗$HZNP $HALO $MYOV $GBT $ZGNX Damn just came across this post. 5 out of 7 got acquired since then
View on StockTwits ↗$OPNT They gave the company away. Crazy, when you think about it. It didn't make Roger Crystal a billionaire. In fact, he didn't make much money at all on this, when all things are considered. I don't understand how they give a blockbuster drug in 003 and a company like this away. The 2 other drugs in the pipeline have potential as well. I had such higher hopes but I am taking my money and finding the next one. I will keep 100-150 shares here just to see what happens. This is the second buyout I've been in for 22'. This and $ZGNX. Gotta LOVE bio for this reason. If I see something I love, I will try to let you guys know. Good luck to you all! Good people in this room! If anyone has any ideas for other under the radar stocks shoot them my way. I figured I'd be holding this way longer! ✌🏻
View on StockTwits ↗$ZGNX - Puts open interest is shifting for Zogenix this week https://www.macroaxis.com/stock-options/ZGNX/Zogenix?utm_source=dlvr.it&utm_medium=stocktwits
View on StockTwits ↗$ZGNX Fenfluramine for Adult Dravet Patients - NCT05560282 https://newsfilter.io/a/80dd99cb05dd7d45a4f6c6b1344dc835
View on StockTwits ↗$ZGNX BUY/SELL METER Alert Cross 6% + 🚀 https://t8sk.com/ZGNX
View on StockTwits ↗@Boilermaker1971 @Bat_Masterson @amiral Companies are being bought out after approvals right now; $ZGNX and $CCXI were two that I benefitted from and there have been several others. Spectrum will still be cheap after the FDA decision and likely with an approved drug. Nobody is going to take a risk on a company without something on the shelf in the tightening environment.
View on StockTwits ↗$ZGNX BUY/SELL METER Signal Cross 6% + 🚀 https://t8sk.com/ZGNX
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.