MoonLake Immunotherapeutics

Informe acción NasdaqCM:MLTX

Capitalización de mercado: US$1.4b

MoonLake Immunotherapeutics Dirección

Dirección controles de criterios 3/4

El CEO de MoonLake Immunotherapeutics es Jorge da Silva , nombrado en Jul 2021, tiene una permanencia de 4.92 años. compensación anual total es $4.94M, compuesta por 15.4% salario y 84.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 3.97% de las acciones de la empresa, por valor de $56.19M. La antigüedad media del equipo directivo y de la junta directiva es de 3 años y 4.2 años, respectivamente.

Información clave

Jorge da Silva

Chief Executive Officer (CEO)

US$4.9m

Compensación total

Porcentaje del salario del CEO15.42%
Permanencia del CEO4.9yrs
Participación del CEO4.0%
Permanencia media de la dirección3yrs
Promedio de permanencia en la Junta Directiva4.2yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Jul 26

Is MoonLake Immunotherapeutics (NASDAQ:MLTX) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jun 03

MoonLake Immunotherapeutics: More Sonelokimab Success, With Big Pharma Interest

Summary MoonLake Immunotherapeutics completed enrollment in the two-phase 3 VELA studies using Sonelokimab for the treatment of patients with hidradenitis suppurativa. The global psoriatic arthritis market is projected to reach $24.2 billion by the end of 2031. Merck's $3 billion non-binding acquisition offer highlights the significant buyout potential of the company and validates its late-stage pipeline value. MLTX's strong cash position funds operations into 2028, but risks remain around clinical trial outcomes and competitive benchmarks, especially versus SKYRIZI in PsA. Read the full article on Seeking Alpha
Artículo de análisis Apr 09

We Think MoonLake Immunotherapeutics (NASDAQ:MLTX) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Apr 08

MoonLake Immunotherapeutics: A Buy At Dips

Summary MoonLake Immunotherapeutics showed strong performance with sonelokimab, outperforming competitors in clinical trials, yet faced a significant stock drop due to institutional sell-offs. Despite mixed results from the ARGO study, sonelokimab demonstrated superior efficacy against Humira and Secukinumab, indicating strong potential for future success. Institutional sell-offs in late 2023 caused a drastic stock decline, but MLTX remains financially stable with a cash runway extending into 2027. With promising catalysts in 2025 and potential market opportunities worth billions, MLTX is a buy on dips for risk-tolerant investors. Read the full article on Seeking Alpha
Artículo de análisis Jan 20

Are Investors Undervaluing MoonLake Immunotherapeutics (NASDAQ:MLTX) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, MoonLake Immunotherapeutics fair value estimate is US$72.37...
Artículo de análisis Dec 16

We're Not Very Worried About MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Oct 13

MoonLake Immunotherapeutics: Lack Of Near Term Catalysts Makes It A Hold

Summary MoonLake Immunotherapeutics' stock has been volatile but is currently back to its previous year's level, reflecting mixed performance in a bullish biotech market. SLK, MoonLake's key asset, shows promising Phase 2b results in HS, PsA, and psoriasis, with Phase 3 trials ongoing and new indications being explored. Financially, MLTX has a $3bn market cap and $520mn cash, ensuring a runway of 10-12 quarters despite significant R&D expenses. The primary risk is the lack of near-term catalysts, with significant data expected only by mid-2025, making it a hold rather than a buy. Read the full article on Seeking Alpha
Artículo de análisis Aug 27

MoonLake Immunotherapeutics (NASDAQ:MLTX) Is In A Strong Position To Grow Its Business

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Jul 18

MoonLake Immunotherapeutics: Second Late-Stage Program Moves Sonelokimab Forward

Summary MoonLake Immunotherapeutics launched VELA-1 and VELA-2 as two studies using sonelokimab for the treatment of patients with Hidradenitis Suppurativa; Topline 16-week primary endpoint expected end of 2026. The global hidradenitis suppurativa market is expected to reach $1 billion by 2029. The initiation of the IZAR program, using sonelokimab for patients with Psoriatic Arthritis, is expected to launch in Q4 of 2024; Primary endpoint data is expected at the end of 2026. There is potential to establish a competitive advantage by using Nanobody technology, which incorporates smaller molecules along with drugs developed to target both cytokines IL-17A and IL-17F. Read the full article on Seeking Alpha
Artículo de análisis May 14

Here's Why We're Not At All Concerned With MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha Feb 26

MoonLake Immunotherapeutics: Novel Technology, But Still In Phase 3

Summary MoonLake Immunotherapeutics has exclusively licensed nanobody technology to develop treatments for inflammatory diseases. The company is focusing on psoriasis and hidradenitis suppurativa, targeting interleukins 17A and 17F as the main culprits for excessive inflammation. MoonLake has completed phase 2 clinical trials and is entering phase 3, showing promising results so far, but there are still development risks and outstanding financial burdens. The value gap exists, which is positive, but with the development risks of a novel technology, we aren't sure what sort of margin of safety can be expected. Read the full article on Seeking Alpha
Artículo de análisis Jan 29

We're Not Worried About MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Artículo de análisis Oct 16

Here's Why We're Not At All Concerned With MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, MoonLake...
Seeking Alpha Jul 26

Vetter Pharma to provide fill and finish services to MoonLake Immunotherapeutics

MoonLake Immunotherapeutics (NASDAQ:MLTX) on Tuesday said it had signed a services agreement with contract development and manufacturing organization Vetter Pharma International GmbH. As per the deal, Vetter will be responsible for fill and finish services. Vetter will oversee the the aseptic filling of syringes with MLTX's investigational nanobody sonelokimab. Vetter will also be responsible for the subsequent assembly into an autoinjector combination device and packaging. MLTX stock -1.8% to $6.93 in morning trading.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jorge da Silva en comparación con los beneficios de MoonLake Immunotherapeutics?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$257m

Dec 31 2025US$5mUS$762k

-US$227m

Sep 30 2025n/an/a

-US$210m

Jun 30 2025n/an/a

-US$176m

Mar 31 2025n/an/a

-US$145m

Dec 31 2024US$1mUS$698k

-US$119m

Sep 30 2024n/an/a

-US$81m

Jun 30 2024n/an/a

-US$55m

Mar 31 2024n/an/a

-US$41m

Dec 31 2023US$1mUS$586k

-US$36m

Sep 30 2023n/an/a

-US$46m

Jun 30 2023n/an/a

-US$46m

Mar 31 2023n/an/a

-US$48m

Dec 31 2022US$4mUS$460k

-US$50m

Sep 30 2022n/an/a

-US$58m

Jun 30 2022n/an/a

-US$54m

Dec 31 2021US$5mUS$230k

-US$64m

Compensación vs. Mercado: La compensación total ($USD4.94M) de Jorge está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.28M).

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


CEO

Jorge da Silva (49 yo)

4.9yrs
Permanencia
US$4,943,209
Compensación

Dr. Jorge Santos da Silva, Ph D., is a Co-Founder of MoonLake Immunotherapeutics (Alternate name MoonLake Immunotherapeutics AG) and has served as the Chief Executive Officer since April 2022 and serves as...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jorge da Silva
Co-Founder4.9yrsUS$4.94m3.97%
$ 56.2m
Kristian Reich
Co-Founder & Chief Scientific Officer4.2yrsUS$4.80m4.09%
$ 57.8m
Matthias Bodenstedt
Chief Financial Officer4.2yrsUS$4.69m1.57%
$ 22.2m
Oliver Daltrop
Chief Technical Officerno datasin datossin datos
Carla Bretes
Director of Investor Relations & External Communications2.4yrssin datossin datos
Nicolas Mosimann
General Counsel3.5yrssin datossin datos
Joana Cortez
Associate Vice-President of Legal & Compliance2.4yrssin datossin datos
Tino Anthamatten
Vice President of Marketing2.4yrssin datossin datos
Luciana Marques
Associate Vice-President of HR2.4yrssin datossin datos
Nuala Brennan
Chief Clinical Development Officer4.8yrssin datossin datos
Roman Akbar-Haase
Chief of Staff to the Executive Board2.4yrssin datossin datos
Wulf Boecher
Chief Medical Officerno datasin datossin datos
3.0yrs
Permanencia media
49yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de MLTX se considera experimentado (3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Jorge da Silva
Co-Founder4.2yrsUS$4.94m3.97%
$ 56.2m
Catherine Moukheibir
Independent Director4.2yrsUS$286.85k0%
$ 0
Andrew Phillips
Independent Director4.2yrsUS$280.35k0%
$ 0
Ramnik Xavier
Independent Director4.2yrsUS$299.35k0%
$ 0
Spike Loy
Lead Independent Director4.2yrsUS$276.85k0%
$ 0
4.2yrs
Permanencia media
54yo
Promedio de edad

Junta con experiencia: La junta directiva de MLTX se considera experimentada (4.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/22 17:53
Precio de las acciones al final del día2026/06/22 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 contamos con 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

MoonLake Immunotherapeutics está cubierta por 16 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
Julian HarrisonBTIG
Prakhar AgrawalCantor Fitzgerald & Co.
Samantha Lynn SemenkowCitigroup Inc