Update shared on16 Aug 2025
Fair value Decreased 19%Despite an improving net profit margin and a sharply lower future P/E multiple reflecting more attractive valuation, the consensus analyst price target for MacroGenics has been notably reduced from $4.20 to $3.40.
What's in the News
- Eric Risser appointed CEO, succeeding longtime leader Scott Koenig; Risser brings significant operational and business development experience, including generating over $1.6 billion in non-dilutive capital for the company.
- MacroGenics dropped from multiple Russell indexes, including the Russell 2000, 2500, 3000, and related growth/value and small cap composites.
- MacroGenics entered a royalty purchase agreement with Sagard for ZYNYZ, receiving a $70 million upfront payment in exchange for a capped royalty interest; after $140 million in royalties are paid to Sagard, MacroGenics will resume collecting all future royalties.
- MacroGenics' cash position, including recent proceeds and anticipated partner payments, is expected to fund operations through the first half of 2027.
Valuation Changes
Summary of Valuation Changes for MacroGenics
- The Consensus Analyst Price Target has significantly fallen from $4.20 to $3.40.
- The Future P/E for MacroGenics has significantly fallen from 29.61x to 19.51x.
- The Net Profit Margin for MacroGenics has significantly risen from 13.98% to 16.25%.
Disclaimer
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