Apellis Pharmaceuticals, Inc.

Informe acción NasdaqGS:APLS

Capitalización de mercado: US$5.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Apellis Pharmaceuticals Dirección

Dirección controles de criterios 3/4

El CEO de Apellis Pharmaceuticals es Cedric Francois , nombrado en Sep 2009, tiene una permanencia de 16.67 años. compensación anual total es $13.34M, compuesta por 6.2% salario y 93.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.14% de las acciones de la empresa, por valor de $59.66M. La antigüedad media del equipo directivo y de la junta directiva es de 4.8 años y 10.8 años, respectivamente.

Información clave

Cedric Francois

Chief Executive Officer (CEO)

US$13.3m

Compensación total

Porcentaje del salario del CEO6.16%
Permanencia del CEO16.7yrs
Participación del CEO1.1%
Permanencia media de la dirección4.8yrs
Promedio de permanencia en la Junta Directiva10.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Apr 29

APLS: Biogen Deal Terms And Mixed Ratings Will Guide Future Repricing

Analysts have raised the fair value estimate for Apellis Pharmaceuticals to about $40.93, citing Street research that combines several recent price target increases with a series of downgrades following Biogen's acquisition announcement, along with updated views on long-term P/E assumptions and risk. Analyst Commentary Street research around the Biogen acquisition announcement shows a split in how analysts are framing Apellis Pharmaceuticals, with some highlighting upside to long-term value and others focusing on execution and pricing risks.
Actualización de narrativa Apr 15

APLS: Balanced Biogen Deal And Mixed Ratings Will Shape Future Repricing

Apellis Pharmaceuticals' updated fair value estimate has shifted from $35.71 to $39.93 per share as analysts factor in higher long run P/E assumptions near 42x, alongside recent price target changes that include several upgrades, downgrades and target raises from firms such as Mizuho, JPMorgan, Morgan Stanley and RBC Capital. Analyst Commentary Recent Street research on Apellis Pharmaceuticals shows a split tape, with several firms lifting price targets while a cluster of downgrades points to fresh execution and valuation questions.
Actualización de narrativa Apr 01

APLS: Syfovre Outlook And Downgrade Wave Will Limit Future Repricing

Analysts now see fair value for Apellis Pharmaceuticals at about $35.71 per share, up from roughly $33.60, reflecting updated views on revenue growth, margins, discount rates, and a somewhat higher future P/E multiple after a mix of recent price target raises, initiations, and downgrades across the Street. Analyst Commentary Street research on Apellis Pharmaceuticals reflects a mixed but engaged view, with both bullish and bearish analysts adjusting targets, ratings, and coverage in response to recent reports and product updates.
Seeking Alpha Mar 31

Biogen Acquires Apellis: Synergies, Risks, And What The Market Is Missing

Summary Biogen acquires Apellis for $41/share, a 140% premium, aiming to leverage Apellis’ nephrology sales force and product portfolio. Syfovre’s safety issues have stabilized, but its commercial prospects remain limited versus Astellas’ Izervay, justifying Biogen’s cautious CVR structure. Biogen’s acquisition thesis hinges on felzartamab’s potential in complement-mediated rare diseases, especially AMR, targeting $800M+ peak sales. I downgrade APLS to 'Sell' post-acquisition, as upside is realized; BIIB remains a 'Hold' given execution risk and dependence on felzartamab’s success. Read the full article on Seeking Alpha
Actualización de narrativa Mar 18

APLS: Kidney Disease Launch And Index Adds Will Drive Future Repricing

Narrative Update on Apellis Pharmaceuticals The updated analyst price target framework now aligns with Street research that has recently adjusted Apellis price objectives in a roughly $18 to $44 range, with analysts pointing to demand trends for Syfovre and Empaveli, mixed views on growth beyond the current Q4 reporting period, and differing assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Apellis Pharmaceuticals presents a mixed picture, with price targets spanning roughly US$18 to US$44 and a range of views on execution, product demand and future growth.
Actualización de narrativa Mar 04

APLS: Future C3G Launch Execution Will Drive Bullish Re Rating Potential

Apellis Pharmaceuticals' updated analyst price targets cluster around the high teens to mid $40s, with modest adjustments up and down as analysts factor in the Q4 update, expectations for flat Syfovre pricing into FY26, progress in the C3G launch, and slightly revised assumptions for growth, margins, and future P/E. Analyst Commentary Recent Street research on Apellis Pharmaceuticals reflects a mixed but generally constructive stance, with price targets spanning from the high teens into the mid $40s and a blend of Neutral, Buy, and Overweight views.
Actualización de narrativa Feb 17

APLS: Kidney Disease Launch And Index Adds Will Support Future Repricing

Analysts have nudged their consolidated price target and fair value framework for Apellis slightly higher to $33.95, reflecting a blend of cautious optimism from fresh Neutral initiations and upgrades, along with mixed target revisions following the recent Q4 pre-announcement and C3G launch commentary. Analyst Commentary Recent research has focused on how Apellis is executing around its Q4 pre announcement and the early C3G launch, and what that means for valuation and risk.
Actualización de narrativa Feb 03

APLS: Kidney Disease Launch And Index Additions Will Support Future Share Recovery

Analysts have trimmed their average price target on Apellis Pharmaceuticals by about US$1.44 per share, reflecting more cautious assumptions on revenue growth and profit margins, even as some recent research updates point to steady product launches and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Apellis Pharmaceuticals shows a split view, with some analysts focusing on product execution and others emphasizing revenue uncertainty and guidance gaps.
Actualización de narrativa Jan 20

APLS: Future C3G Renal Uptake Will Drive Bullish Re Rating Potential

Analysts have slightly increased their overall price expectations for Apellis, with recent Street targets clustering in a US$27 to US$45 range, as they balance cautious views on Syfovre revenue trends and guidance gaps against ongoing uptake in C3G and related renal indications. Analyst Commentary Recent Street research shows a mix of caution and optimism on Apellis, with several bullish analysts highlighting areas where they see the story improving around execution, revenue mix and potential upside to current expectations.
Actualización de narrativa Jan 05

APLS: Future Renal Indication Execution Will Drive Bullish Re Rating Potential

Analysts have trimmed their price targets for Apellis Pharmaceuticals, with recent cuts to US$45 and US$27. These moves reflect concerns about "flattish" Syfovre revenue and uncertainty around Empaveli's early renal indications, even as long term fair value assumptions and projected revenue growth in some models remain unchanged.
Actualización de narrativa Dec 14

APLS: Future Kidney Indication Uptake Will Drive Bullish Re-Rating Potential

Analysts have trimmed their average price target on Apellis Pharmaceuticals by about $5 per share. They cite higher perceived risk, slower expected revenue growth from Syfovre and Empaveli, and somewhat lower long term margin assumptions, although several covering firms remain generally supportive.
Actualización de narrativa Nov 29

APLS: Kidney Disease Indication Launch Will Drive Share Price Recovery Ahead

Analysts have modestly lowered their average price target for Apellis Pharmaceuticals. They cite cautious outlooks on revenue growth and recent segment performance, with new targets ranging from $27 to $45 per share compared to prior targets up to $52.
Actualización de narrativa Nov 15

APLS: Future Revenue From Kidney Disease Expansion Will Drive Shares Higher

Analysts have modestly lowered their fair value estimate for Apellis Pharmaceuticals from approximately $36.50 to $35.39 per share. This adjustment is due to concerns over slower revenue growth and contracting profit margins following recent company updates.
Actualización de narrativa Oct 31

APLS: Uptake In Rare Kidney Disease Segment Will Drive Future Upside

Analysts have lowered their average price target for Apellis Pharmaceuticals, reducing it by nearly $1 to $36.50. This adjustment reflects moderating revenue growth forecasts and a higher discount rate, although expectations for profit margin have marginally improved.
Actualización de narrativa Sep 27

FDA Label Expansion And SYFOVRE Will Unlock Future Value

Analyst price targets for Apellis Pharmaceuticals have edged lower to $37.47 as positive signals from Syfovre sales and pipeline opportunities are tempered by concerns over limited revenue guidance and commercial ramp uncertainties. Analyst Commentary Bullish analysts cite stabilization in the Geographic Atrophy (GA) market and optimism around the ongoing launches in C3 glomerulopathy (C3G) and primary immune complex membranoproliferative glomerulonephritis (IC-MPGN).
Actualización de narrativa Aug 27

FDA Label Expansion And SYFOVRE Will Unlock Future Value

The consensus analyst price target for Apellis Pharmaceuticals has risen modestly to $38.56, reflecting improving sentiment from stabilizing Geographic Atrophy market dynamics, continued Syfovre injection growth, and upside potential from Empaveli expansions, despite some concerns over Syfovre sales guidance and a possibly slower Empaveli ramp. Analyst Commentary Bullish analysts point to stabilizing Geographic Atrophy market dynamics and the ongoing launch initiatives in C3 glomerulopathy (C3G) and primary immune complex membranoproliferative glomerulonephritis (IC-MPGN) as a driver for upward price revisions.
Artículo de análisis Jul 29

Is Apellis Pharmaceuticals (NASDAQ:APLS) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
User avatar
Nueva narrativa May 02

SYFOVRE And EMPAVELI Will Broaden Treatment Options Globally

SYFOVRE's strategic expansion and dominant GA market role could significantly drive revenue growth and international market penetration.
Seeking Alpha Mar 05

Apellis Pharmaceuticals: A Mixed Bag

Summary Commerical stage Apellis Pharmaceuticals, Inc. recently reported Q4 results that beat expectations. The company posted impressive revenue growth and cost reduction in FY2024. It is a bit of a complicated tale around this mid-cap, but the company looks set to move to profitability with the funding it has on hand. The analyst firm community is quite mixed on the current prospects around Apellis Pharmaceuticals, however. An analysis around APLS stock follows in the paragraphs below. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Cedric Francois en comparación con los beneficios de Apellis Pharmaceuticals?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$133m

Dec 31 2025US$13mUS$822k

US$22m

Sep 30 2025n/an/a

US$45m

Jun 30 2025n/an/a

-US$228m

Mar 31 2025n/an/a

-US$224m

Dec 31 2024US$11mUS$793k

-US$198m

Sep 30 2024n/an/a

-US$250m

Jun 30 2024n/an/a

-US$333m

Mar 31 2024n/an/a

-US$417m

Dec 31 2023US$10mUS$735k

-US$529m

Sep 30 2023n/an/a

-US$606m

Jun 30 2023n/an/a

-US$657m

Mar 31 2023n/an/a

-US$691m

Dec 31 2022US$9mUS$681k

-US$652m

Sep 30 2022n/an/a

-US$634m

Jun 30 2022n/an/a

-US$638m

Mar 31 2022n/an/a

-US$702m

Dec 31 2021US$9mUS$647k

-US$746m

Sep 30 2021n/an/a

-US$520m

Jun 30 2021n/an/a

-US$460m

Mar 31 2021n/an/a

-US$360m

Dec 31 2020US$9mUS$619k

-US$345m

Sep 30 2020n/an/a

-US$536m

Jun 30 2020n/an/a

-US$470m

Mar 31 2020n/an/a

-US$423m

Dec 31 2019US$4mUS$560k

-US$305m

Compensación vs. Mercado: La compensación total de Cedric($USD13.34M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.43M).

Compensación vs. Ingresos: La compensación de Cedric ha sido consistente con los resultados de la empresa en el último año.


CEO

Cedric Francois (53 yo)

16.7yrs
Permanencia
US$13,342,739
Compensación

Dr. Cedric Francois, M.D., Ph.D. is Co-Founder and Chairman of Liberate Medical, Inc. He serves as Principal of Vista Therapeutics, Inc. Dr. Francois co-founded Apellis Pharmaceuticals, Inc. in 2009 and ha...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Cedric Francois
Co-Founder16.7yrsUS$13.34m1.14%
$ 59.7m
Timothy Sullivan
CFO & Treasurer8.6yrsUS$4.98m0.084%
$ 4.4m
David Watson
General Counsel & Secretary12.3yrsUS$4.73m0.071%
$ 3.7m
Kelley Boucher
Chief People Officer1.3yrsUS$4.53m0%
$ 0
Caroline Baumal
Chief Medical Officer3.3yrsUS$4.62m0.028%
$ 1.4m
Pascal Deschatelets
Co-Founder & Chief Scientific Officer16.7yrsUS$3.08m0.88%
$ 46.3m
James Chopas
VP, Corporate Controller & Chief Accounting Officer4.8yrssin datos0.018%
$ 959.7k
Eva Stroynowski
Head of Investor Relationsno datasin datossin datos
Peter Hillmen
Head of Hematology Engagement & Member of PNH Scientific Advisory Board4yrssin datossin datos
Nur Nicholson
Chief Technical Operations Officerno dataUS$3.02m0.027%
$ 1.4m
David Acheson
Executive Vice President of Commercialno datasin datossin datos
Mark DeLong
Chief Business & Strategy Officer3.3yrssin datos0.090%
$ 4.7m
4.8yrs
Permanencia media
54.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de APLS se considera experimentado (4.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Peter Hillmen
Head of Hematology Engagement & Member of PNH Scientific Advisory Board10.8yrssin datossin datos
Philip J. Rosenfeld
Member of AMD Scientific Advisory Board10.8yrssin datossin datos
Gabriel Coscas
Member of AMD Scientific Advisory Board10.8yrssin datossin datos
Johanna Seddon
Member of AMD Scientific Advisory Board10.8yrssin datossin datos
Robert Brodsky
Member of PNH Scientific Advisory Board10.8yrssin datossin datos
Michael Yeadon
Member of Pulmonology Scientific Advisory Board10.8yrssin datossin datos
Marsha Wills-Karp
Member of Pulmonology Scientific Advisory Boardno datasin datossin datos
Carl Atkinson
Member of Pulmonology Scientific Advisory Board10.8yrssin datossin datos
Claudia Kemper
Member of Pulmonology10.8yrssin datossin datos
Susan Lea
Member of Pulmonology10.8yrssin datossin datos
Toby Maher
Member of Pulmonology Scientific Advisory Board10.8yrssin datossin datos
Dave Singh
Member of Pulmonology Scientific Advisory Board10.8yrssin datossin datos
10.8yrs
Permanencia media

Junta con experiencia: Los miembros de la junta directiva de APLS son experimentados ( 10.8 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/16 14:30
Precio de las acciones al final del día2026/05/13 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Apellis Pharmaceuticals, Inc. está cubierta por 28 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Michael UlzBaird
Colleen KusyBaird
Eliana MerleBarclays