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Brookline cuts MEI Pharma to hold, suspends target

EditorNatashya Angelica
Published 22/07/2024, 18:34
MEIP
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On Monday, Brookline Capital Markets adjusted its stance on shares of MEI Pharma (NASDAQ:MEIP), a company specializing in cancer treatment development. The firm downgraded the stock from Buy to Hold, citing increased uncertainty regarding the company's future. Brookline has also chosen to suspend its price target and estimates for MEI Pharma at this time.

The decision follows MEI Pharma's recent announcement that it is exploring strategic alternatives. Brookline previously reported on May 9, 2024, that MEI Pharma ended the first quarter of 2023 with $56.6 million in cash and equivalents. At that time, Brookline believed this amount would be adequate to support MEI Pharma's development plans through the end of 2024.

However, extending the company's financial runway beyond December 31, 2024, is now seen as dependent on cost-saving measures and the strategic choices MEI Pharma makes. Brookline's analyst noted that due to these factors, there is an elevated level of uncertainty surrounding the company's path forward.

MEI Pharma is engaged in the development of treatments that target the PI3K pathway, CDK inhibition, epigenetics, and cancer metabolism. The firm's last report also anticipated data for Voruciclib, one of MEI Pharma's developmental drugs, by the end of 2024.

Investors and stakeholders of MEI Pharma are now facing a period of watchful waiting as the company evaluates its options and determines the best course of action to extend its cash runway and continue its development programs.

In other recent news, MEI Pharma, a clinical-stage pharmaceutical company, has begun a strategic review, considering potential transactions or an orderly wind down if necessary to optimize shareholder value.

The company's board unanimously approved this decision, planning to employ a financial advisor to assist in the process. As part of its cash preservation strategy, MEI Pharma will initiate layoffs and discontinue the clinical development of voruciclib, while some non-clinical activities related to its drug candidates will persist.

Key management changes are underway, with both David M. Urso, President and CEO, and Dr. Richard Ghalie, Chief Medical Officer, agreeing to resign their positions effective August 1, 2024. Urso will also step down from the Board of Directors, with the company intending to establish consulting agreements with both Urso and Ghalie to aid ongoing strategic efforts.

Concurrently, Charles V. Baltic III, the current Chairperson of the Board, will resign, and Justin Jay File, the company’s CFO, will take over as Acting CEO following Urso's departure. Frederick W. Driscoll has been appointed as the new Chairperson of the Board.

These recent developments come as MEI Pharma focuses its resources on exploring strategic alternatives and maintaining prudent cash management. Should no favorable strategic options emerge, MEI Pharma may consider an orderly cessation of operations.

Despite halting clinical development, the company's work in developing innovative cancer therapies, including voruciclib, a CDK9 inhibitor, and ME-344, a mitochondrial inhibitor, has contributed to the scientific and clinical knowledge in the field of kinase inhibition and metabolic pathways in cancer treatment.

InvestingPro Insights

As MEI Pharma (NASDAQ:MEIP) navigates through a period of strategic evaluation, investors may find value in the latest metrics and insights from InvestingPro. With a market capitalization of just $20.8 million, MEI Pharma is a small-cap company that holds more cash than debt on its balance sheet, a reassuring sign for stakeholders concerned about financial stability. Moreover, the company's P/E ratio stands at an attractive 0.9, reflecting a potentially undervalued stock in comparison to its earnings.

InvestingPro Tips highlight that MEI Pharma has a high shareholder yield and analysts forecast that the company will be profitable this year. The company's commitment to maintaining liquid assets that exceed its short-term obligations further strengthens its financial position.

For those interested in deeper analysis, additional insights are available on InvestingPro, including tips on the company's cash burn rate and valuation in terms of free cash flow yield. To explore these tips and more, consider using the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, granting access to exclusive metrics that could inform investment decisions. In total, there are 9 additional InvestingPro Tips available for MEI Pharma, offering a comprehensive view of the company's financial health and market potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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