Insider Trading January 27, 2026

Mirum Director Increases Stake with $9.0M Purchase; Company Posts Strong 2025 Sales

Director Patrick J. Heron buys 131,425 Mirum shares while the company reports better-than-expected product sales and completes Bluejay acquisition

By Marcus Reed MIRM
Mirum Director Increases Stake with $9.0M Purchase; Company Posts Strong 2025 Sales
MIRM

Patrick J. Heron, a director at Mirum Pharmaceuticals Inc (NASDAQ: MIRM), acquired 131,425 shares of the company’s common stock for $8,999,984 on January 23, 2026, and also gained 159,277 shares indirectly through a fund tied to the recent Bluejay Therapeutics merger. Mirum reported preliminary unaudited net product sales of about $520 million for 2025 and has provided 2026 sales guidance between $630 million and $650 million. The company recently closed its acquisition of Bluejay, adding brelovitug to its pipeline.

Key Points

  • Director Patrick J. Heron purchased 131,425 Mirum shares on January 23, 2026 for $68.48 per share, totaling $8,999,984, and also indirectly acquired 159,277 shares tied to the Bluejay merger at $94.29 per share.
  • Mirum reported preliminary unaudited net product sales of approximately $520 million for 2025 and provided 2026 guidance of $630 million to $650 million in global net product sales.
  • Mirum completed its acquisition of Bluejay Therapeutics, adding brelovitug to its rare disease portfolio; several analysts raised price targets and maintained positive ratings following the company’s sales update.

Director Patrick J. Heron has expanded his exposure to Mirum Pharmaceuticals Inc (NASDAQ: MIRM) through both a direct cash purchase and an indirect acquisition linked to a corporate transaction.

According to a Form 4 filed with the Securities and Exchange Commission, on January 23, 2026 Heron purchased 131,425 shares of Mirum common stock at $68.48 per share, for a total transaction value of $8,999,984.

The filing also indicates that Heron indirectly acquired 159,277 shares of Mirum through Frazier Life Sciences X, L.P. in connection with the merger of Bluejay Therapeutics, Inc. The price recorded for those shares on the merger's effective date was $94.29 per share.

Following the two transactions, Heron's direct holdings in Mirum stand at 5,703 shares, while his indirect holdings total 4,025,922 shares of the company's common stock.


Mirum has meanwhile released preliminary, unaudited results for 2025 that show net product sales of approximately $520 million, a figure that exceeds the upper end of the company’s prior guidance. For 2026 the company forecasts global net product sales in a range of $630 million to $650 million, which implies potential growth of as much as 25% year-over-year based on the midpoint of the previously reported 2025 sales figure.

In a strategic move to broaden its rare disease portfolio, Mirum completed the acquisition of Bluejay Therapeutics. The transaction brings brelovitug into Mirum’s pipeline; the asset is a late-stage treatment for chronic hepatitis delta virus and is currently being evaluated in the global AZURE Phase 3 program.

Analysts have responded to Mirum’s sales momentum and pipeline expansion with upward adjustments to price targets and favorable ratings. H.C. Wainwright raised its price target to $130 while maintaining a Buy rating and noted 2026 as a pivotal year for Mirum's drug candidate volixibat. Citizens reiterated a Market Outperform rating and set a $140 price target, highlighting strong sales of Livmarli and the broader bile acid portfolio along with anticipated growth. Baird also increased its price target to $95, citing Mirum’s sales performance that exceeded expectations.

The combination of insider purchases, a completed acquisition adding a late-stage rare disease asset, preliminary 2025 sales above guidance, and higher analyst price targets frames the current development set for Mirum as it moves into 2026 with updated sales guidance and an expanded product pipeline.

Risks

  • The company’s 2025 net product sales are described as preliminary and unaudited, indicating potential for revision once final audited figures are released - this impacts investor assessment and financial markets in the healthcare sector.
  • Projected global net product sales for 2026 are presented as a range, meaning actual results could fall below the guidance and affect market sentiment toward Mirum and related biotech equities.
  • The indirect share acquisition was effected through a merger transaction; outcomes tied to integration of Bluejay and the progress of brelovitug in the AZURE Phase 3 program could influence Mirum’s future performance and valuation.

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