Intra-Cellular Therapies, Inc.

Informe acción NasdaqGS:ITCI

Capitalización de mercado: US$14.0b

This company has been acquired

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

Intra-Cellular Therapies Dirección

Dirección controles de criterios 3/4

El CEO de Intra-Cellular Therapies es Sharon Mates , nombrado en May 2002, tiene una permanencia de 22.92 años. compensación anual total es $13.31M, compuesta por 7% salario y 93% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.07% de las acciones de la empresa, por valor de $149.76M. La antigüedad media del equipo directivo y de la junta directiva es de 6.5 años y 11.3 años, respectivamente.

Información clave

Sharon Mates

Chief Executive Officer (CEO)

US$13.3m

Compensación total

Porcentaje del salario del CEO7.04%
Permanencia del CEO22.9yrs
Participación del CEO1.1%
Permanencia media de la dirección6.5yrs
Promedio de permanencia en la Junta Directiva11.3yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Mar 05

Johnson & Johnson: No More Tears, Just Gains In Intra-Cellular Acquisition

Summary Intra-Cellular Therapies' Caplyta shows strong sales growth and label expansion potential, making it a valuable acquisition for Johnson & Johnson at $14 billion. JNJ's acquisition of ITCI is strategic, replacing its aging Invega with Caplyta, which has patent protection until 2033 and ongoing clinical trials for new formulations. The $14 billion price tag is justified given Caplyta's advanced clinical stage, FDA approvals, and potential blockbuster status in the schizophrenia and bipolar disorder markets. Schizophrenia and MDD markets are substantial, with Caplyta positioned to capture significant market share, enhancing JNJ's portfolio amidst broader portfolio challenges. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

What Johnson & Johnson Is Getting With The Acquisition Of Intra-Cellular Therapies

Summary Johnson & Johnson is acquiring Intra-Cellular Therapies for $14.6 billion or $132 per share. Caplyta's peak sales potential exceeds $5 billion in the hands of J&J, driven by growth in schizophrenia, bipolar disorder, and the pending approval in major depressive disorder. The deal also brings Intra-Cellular Therapies' early-stage pipeline that adds to the long-term upside potential of the deal. Intellectual property risk on Caplyta is substantially reduced with last week's settlement with Sandoz, but not entirely eliminated as it does not stop other generic manufacturers from trying. I believe J&J is paying (at least) a fair price, with decent likelihood of creating substantial long-term value for the company. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

Intra-Cellular Therapies: Parkinson's Disease Drug Expansion Could Be The Next Huge Move

Summary CAPLYTA showed strong revenue growth, with Q3 2024 net product revenues of $125.8 million, which was a 39% year-over-year increase. Potential revenue boost if CAPLYTA's label is expanded to include it as an adjunctive therapy for major depressive disorder, addressing a significant unmet need. Lenrispodun, a PDE inhibitor, is in a phase 2 study for Parkinson's Disease, with potential data release by late 2025/early 2026, offering another blockbuster opportunity. Financially stable with $1 billion in cash and investments, but may raise funds in 2025 to support sales force expansion and R&D programs. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Peaking Back In On Intra-Cellular Therapies

Summary Intra-Cellular Therapies has shown significant progress since we last looked at it in November, with its stock rising nearly 30% since then and CAPLYTA prescriptions growing 36% YoY. CAPLYTA is also poised for FDA approval for major depressive disorder, potentially expanding its market significantly, with an sNDA submission expected in the second half of 2024. The company reported strong Q2 results, with revenues up 45% YoY and a reduced net loss, while analysts remain largely positive with multiple Buy ratings. However, despite positive developments, the stock appears fully valued, trading at over 10 times revenues and 100 times FY2025E EPS, with notable insider selling in August. An updated analysis around Intra-Cellular Therapies follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Jun 19

Intra-Cellular Brightens MDD Outlook With Caplyta Success

Summary Caplyta (lumateperone) shows significant promise as an adjunctive treatment for Major Depressive Disorder. Caplyta's unique pharmacological profile targeting serotonin, dopamine, and glutamate pathways sets it apart in the saturated MDD market. Intra-Cellular's financial stability is supported by strong sales growth and sufficient cash reserves to sustain operations until 2027. I recommend buying ITCI stock as a high-risk, high-return component of a barbell investment strategy. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Intra-Cellular: More Upside Possible Even After Positive MDD Treatment Data

Summary Intra-Cellular Therapies, Inc. achieved positive results from Study 501, using lumateperone as an adjunctive therapy for the treatment of patients with MDD; Both primary and secondary endpoints achieved with statistical significance. The Major Depressive Disorder market across the eight major markets is expected to reach $9.6 billion by 2029. Results from the second phase 3 study using lumateperone as an adjunctive therapy for MDD, Study 502, are expected to be released in Q2 of 2024. With two positive phase 3 studies achieved, there is the potential for submission of New Drug Application of lumateperone to the FDA for the treatment of patients with MDD in the 2nd half of 2024. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Sharon Mates en comparación con los beneficios de Intra-Cellular Therapies?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2024US$13mUS$936k

-US$75m

Sep 30 2024n/an/a

-US$86m

Jun 30 2024n/an/a

-US$84m

Mar 31 2024n/an/a

-US$111m

Dec 31 2023US$10mUS$892k

-US$140m

Sep 30 2023n/an/a

-US$155m

Jun 30 2023n/an/a

-US$184m

Mar 31 2023n/an/a

-US$228m

Dec 31 2022US$9mUS$849k

-US$256m

Sep 30 2022n/an/a

-US$298m

Jun 30 2022n/an/a

-US$321m

Mar 31 2022n/an/a

-US$304m

Dec 31 2021US$7mUS$794k

-US$284m

Sep 30 2021n/an/a

-US$259m

Jun 30 2021n/an/a

-US$237m

Mar 31 2021n/an/a

-US$232m

Dec 31 2020US$5mUS$767k

-US$227m

Sep 30 2020n/an/a

-US$207m

Jun 30 2020n/an/a

-US$187m

Mar 31 2020n/an/a

-US$160m

Dec 31 2019US$5mUS$745k

-US$148m

Sep 30 2019n/an/a

-US$148m

Jun 30 2019n/an/a

-US$155m

Mar 31 2019n/an/a

-US$154m

Dec 31 2018US$4mUS$723k

-US$155m

Compensación vs. Mercado: La compensación total ($USD13.31M) de Sharon está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.60M).

Compensación vs. Ingresos: La compensación de Sharon ha aumentado mientras la empresa no es rentable.

CEO

Sharon Mates (71 yo)

22.9yrs
Permanencia
US$13,305,510
Compensación

Dr. Sharon Mates, Ph.D. co-founded Intra-Cellular Therapies, Inc. (a/k/a ITI) in May 2002 and was its President until March 19, 2024. She has been Chairman and Chief Executive Officer of Intra-Cellular The...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Sharon Mates
Co-Founder22.9yrsUS$13.31m1.07%
$ 149.8m
Michael Halstead
President1.1yrsUS$4.86m0.020%
$ 2.8m
Sanjeev Narula
Executive VPless than a yearUS$4.17msin datos
Suresh Durgam
Executive VP & Chief Medical Officer6.7yrsUS$3.71m0.040%
$ 5.7m
Mark Neumann
EVP & Chief Commercial Officer6.5yrsUS$3.76m0.050%
$ 7.0m
Robert Davis
Senior VP & Chief Scientific Officer9.4yrsUS$2.13msin datos
Juan Sanchez
Vice President of Corporate Communications & Investor Relations11.1yrsUS$1.38msin datos
Karen Sheehy
Senior VP & Chief Compliance Officer5.8yrssin datossin datos
John Condon
Senior VPno datasin datossin datos
Michael Olchaskey
Senior VP & Head of Regulatory Affairs6.6yrssin datossin datos
John Bardi
Senior VP of Market Access6.1yrssin datossin datos
Willie Earley
Senior VP & Head of Clinical Development3yrssin datossin datos
6.5yrs
Permanencia media
61yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ITCI es experimentado (6.5 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Sharon Mates
Co-Founder11.7yrsUS$13.31m1.07%
$ 149.8m
Rory Riggs
Independent Director11.3yrsUS$471.86k0.12%
$ 17.3m
Robert Van Nostrand
Lead Independent Director11.3yrsUS$513.38k0.011%
$ 1.5m
Joel Marcus
Independent Director11.7yrsUS$474.97k0.045%
$ 6.4m
Carol Tamminga
Chairman of Medical Advisory Boardno datasin datossin datos
John Kane
Member of Medical Advisory Boardno datasin datossin datos
Jeffrey Lieberman
Member of Medical Advisory Boardno datasin datossin datos
Christoph Correll
Member of Medical Advisory Boardno datasin datossin datos
Donald Goff
Member of Medical Advisory Boardno datasin datossin datos
Eduardo Salas
Independent Director3yrsUS$470.76k0.0015%
$ 206.2k
11.3yrs
Permanencia media
71yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de ITCI son experimentados ( 11.3 años antigüedad media).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/04/01 14:44
Precio de las acciones al final del día2025/04/01 00:00
Beneficios2024/12/31
Ingresos anuales2024/12/31

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

Intra-Cellular Therapies, Inc. está cubierta por 6 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
Robert HazlettBTIG
Jason ButlerCitizens JMP Securities, LLC
Corinne JohnsonGoldman Sachs