Phathom Pharmaceuticals Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Phathom Pharmaceuticals de 57.5% y 28.4% respectivamente, mientras que el BPA crecerá en un 57.7% al año.
Información clave
57.5%
Tasa de crecimiento de los beneficios
57.65%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Pharmaceuticals | 14.5% |
| Tasa de crecimiento de los ingresos | 28.4% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 04 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • May 02
PHAT: Regulatory Exclusivity Outlook Will Support Anticipated 2026 Profitability Timeline
Narrative update on Phathom Pharmaceuticals The updated analyst price target for Phathom Pharmaceuticals has moved to $23.70, with analysts pointing to refreshed models that factor in revised revenue growth and profit margin assumptions, an adjusted future P/E, and recent research highlighting expectations around potential profitability timing, regulatory exclusivity and consumer marketing uncertainty. Analyst Commentary Recent Street research on Phathom Pharmaceuticals highlights a mix of optimism around the path to profitability and caution around long term exclusivity and commercial execution.Actualización del análisis • Apr 15
PHAT: Regulatory Exclusivity Outlook Supports Path To 2026 Profitability
Phathom Pharmaceuticals' fair value estimate has shifted from $22.90 to $23.70 as analysts factor in higher long term profit margin assumptions, recent price target increases to $25 and $13, and updated views on regulatory exclusivity and potential generic competition after 2032. Analyst Commentary Recent Street research provides a mixed but useful view of how expectations are settling around Phathom Pharmaceuticals' execution and long term earnings power.
Actualización del análisis • Apr 01
PHAT: Profitability In 2026 Will Challenge Post 2032 Generic Overhang
Narrative Update The analyst price target for Phathom Pharmaceuticals is now aligned with a fair value estimate of about $13.62, with analysts pointing to updated models following Q4 results, refined assumptions around revenue growth, profit margins and future P/E, as well as recent target increases to $13 and $25 that reflect views on regulatory exclusivity and the path toward potential profitability in early Q3 2026. Analyst Commentary Recent Street research around Phathom Pharmaceuticals has centered on updated models following Q4 results, with analysts adjusting their targets to reflect revised assumptions on regulatory exclusivity, marketing execution and the timing of potential profitability.Actualización del análisis • Mar 18
PHAT: Profitability In 2026 Will Test Post 2032 Generic Assumptions
Narrative Update on Phathom Pharmaceuticals Analysts have raised Phathom Pharmaceuticals' price target to a range that now reaches up to $25, up from prior targets as low as $12, citing updated models after the Q4 earnings beat, revised assumptions around regulatory exclusivity and generic entry after 2032, and expectations for the company to work toward profitability in early Q3 2026. Analyst Commentary Analysts reviewing Phathom Pharmaceuticals after its Q4 earnings beat have adjusted their models and price targets, but with differing levels of enthusiasm.Actualización del análisis • Mar 04
PHAT: Profitability Expected In 2026 Could Reframe Long Term Generic Risk
Narrative Update on Phathom Pharmaceuticals The analyst price target underpinning our fair value view on Phathom Pharmaceuticals has shifted from $12 to $13. This reflects updated models that factor in the recent Q4 earnings beat, revised assumptions on regulatory exclusivity and potential generic entry after 2032, and expectations around the company's path toward potential profitability in early Q3 2026.Actualización del análisis • Feb 18
PHAT: Follow On Equity Raise Will Support Path To 2026 Profitability
Analysts have kept their $22.90 price target for Phathom Pharmaceuticals broadly unchanged, citing only marginal adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions in their valuation work. What's in the News Phathom Pharmaceuticals completed a follow on equity offering totaling approximately US$130.0 million.Actualización del análisis • Feb 04
PHAT: Equity Raise And 2026 Profitability Outlook Will Support Further Upside
Analysts have maintained their overall view on Phathom Pharmaceuticals, making only modest adjustments to assumptions such as revenue growth, profit margin, and future P/E. Taken together, these inputs support an unchanged fair value estimate of US$22.90 per share.Actualización del análisis • Jan 20
PHAT: Equity Raise And 2025 Profitability Outlook Will Support Further Upside
Analysts have modestly adjusted their price assumptions for Phathom Pharmaceuticals, and the implied fair value remains at $22.90. Small changes to revenue growth, profit margin expectations, and future P/E assumptions have effectively offset one another.Seeking Alpha • Jan 09
Phathom: Why I'm Not Buying The Dip (Yet)
Summary Phathom Pharmaceuticals (PHAT) remains a Hold as VOQUEZNA's commercial execution improves, but balance sheet leverage and dilution persist. Q4 prerelease shows VOQUEZNA revenue ramping (~15–17% Q/Q), with cost resets driving non-GAAP opex below restructuring targets. Equity raise of $130M at $16/share reduces near-term solvency risk but highlights ongoing obligations and ~11% dilution. Valuation remains stretched; PHAT is highly sensitive to execution, GTN stability, and post-2032 terminal value risk. Read the full article on Seeking AlphaArtículo de análisis • Jan 08
Revenues Tell The Story For Phathom Pharmaceuticals, Inc. (NASDAQ:PHAT) As Its Stock Soars 27%
Despite an already strong run, Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) shares have been powering on, with a gain...Actualización del análisis • Jan 06
PHAT: Late-Stage Gastrointestinal Trials And 2025 Guidance Will Drive Upside Momentum
Analysts have maintained their price target for Phathom Pharmaceuticals at US$22.90. This reflects only minor adjustments in key model inputs, including the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any change in their overall view.Actualización del análisis • Dec 16
PHAT: Late-Stage Gastrointestinal Pipeline Progress Will Drive Upside Momentum
Analysts have slightly trimmed their price target on Phathom Pharmaceuticals from approximately $23.13 to $22.90 per share, reflecting modestly higher long term growth and margin expectations, offset by a lower projected valuation multiple. What's in the News First patient dosed in the Phase 2 pHalcon EoE-201 trial of VOQUEZNA tablets for eosinophilic esophagitis in adults, with topline results expected in 2027 (company announcement) Additional analyses from the pivotal Phase 3 pHalcon NERD-301 trial of VOQUEZNA in Non Erosive Reflux Disease published in the American Journal of Gastroenterology, highlighting benefits for nighttime GERD symptoms (company announcement, medical journal) Full year 2025 revenue guidance updated to a range of 170 million dollars to 175 million dollars, indicating expectations for continued commercial ramp (company guidance) Sanjeev Narula appointed Chief Financial and Business Officer, bringing extensive large cap pharma and transaction experience from prior CFO roles at Intra Cellular Therapies, Viatris, and Pfizer divisions (company announcement) Valuation Changes Fair Value Estimate has edged down slightly from approximately $23.13 to $22.90 per share.Actualización del análisis • Dec 01
PHAT: Clinical Pipeline Advances And Index Inclusion Will Support Upside Momentum
Analysts have maintained their price target for Phathom Pharmaceuticals at $23.13 per share, citing consistent revenue growth expectations and stable profit margin forecasts as the basis for leaving their projections unchanged. What's in the News First patient dosed in Phase 2 pHalcon-EoE-201 clinical trial of VOQUEZNA tablets for eosinophilic esophagitis in adults, with primary and secondary results expected in 2027 (Key Developments) Updated full-year 2025 revenue guidance to a range of $170 million to $175 million (Key Developments) New data from Phase 3 pHalcon-NERD-301 trial for VOQUEZNA published, showing improvements in nocturnal symptoms for Non-Erosive Reflux Disease and highlighting safety considerations (Key Developments) Appointment of Sanjeev Narula as Chief Financial and Business Officer, bringing extensive financial and strategic experience from leadership roles at Intra-Cellular Therapies, Viatris, and Pfizer (Key Developments) Added to S&P Pharmaceuticals Select Industry Index (Key Developments) Valuation Changes Consensus Analyst Price Target remains steady at $23.13 per share with no change from previous estimates.Actualización del análisis • Nov 17
PHAT: Early Clinical Trial Progress Will Drive Shares Higher
Analysts have maintained their fair value price target for Phathom Pharmaceuticals at $23.13 per share. They cite only marginal adjustments to growth estimates and risk assumptions.Actualización del análisis • Nov 01
PHAT: Rising Profit Margins Will Drive Stronger Shareholder Value Ahead
Analysts have raised their price target for Phathom Pharmaceuticals from $21.38 to $23.13. They cite an improved profit margin outlook, despite more conservative revenue growth projections.Actualización del análisis • Sep 04
Gastroenterology Focus Will Unlock Enduring Market Potential
Analysts reaffirmed their price target for Phathom Pharmaceuticals at $21.38, citing 10-year market exclusivity for Voquezna, diminished generic risk, and robust launch metrics as drivers of renewed confidence and market opportunity. Analyst Commentary FDA granted 10-year market exclusivity for Voquezna tablets under GAIN, extending exclusivity to May 2032 with a likely pediatric extension through late 2032.Artículo de análisis • Jul 19
Why We're Not Concerned Yet About Phathom Pharmaceuticals, Inc.'s (NASDAQ:PHAT) 27% Share Price Plunge
Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) shares have retraced a considerable 27% in the last month, reversing a...Artículo de análisis • Jun 02
Investors Still Aren't Entirely Convinced By Phathom Pharmaceuticals, Inc.'s (NASDAQ:PHAT) Revenues Despite 54% Price Jump
Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) shareholders are no doubt pleased to see that the share price has bounced...Nuevo análisis • May 09
Focused VOQUEZNA Marketing And Cost Cuts Will Secure 2032 Exclusivity
Phathom focuses on VOQUEZNA's market potential in GERD treatment to drive substantial revenue while aiming for profitability through strategic cost management.Artículo de análisis • Apr 18
Why We're Not Concerned Yet About Phathom Pharmaceuticals, Inc.'s (NASDAQ:PHAT) 27% Share Price Plunge
Unfortunately for some shareholders, the Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) share price has dived 27% in the...Seeking Alpha • Dec 11
Phathom Pharmaceuticals: The Large Drop Is, Well, Unfathomable
Summary Phathom Pharmaceuticals, Inc.'s vonoprazan received multiple approvals, but the stock price showed erratic behavior, spiking post-Q2 earnings and plummeting post-Q3 earnings. Despite significant prescription growth and revenue increases, Q3 showed slower progress, raising concerns about the drug's market uptake and second-line approval status. High SG&A expenses and limited cash runway pose financial risks, alongside unclear reasons for stagnant sales despite label expansions. I exited my PHAT position in August and have no plans to reinvest due to these uncertainties and financial concerns. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Following Up On Phathom Pharmaceuticals
Summary Today, we're following up on Phathom Pharmaceuticals to see how the marketing rollout of its flagship product VOQUENZA is proceeding. This drug received FDA clearance late last year and is aiming to displace Proton Pump Inhibitors in its market. Management has succeeded in getting the compound covered in most commercial plans and believes VOQUENZA have at least $3 billion in peak sales potential. However, the company is still seeing a significant quarterly cash burn rate and already has a decent chunk of debt on its balance sheet. Read the full article on Seeking AlphaSeeking Alpha • Jun 26
Phathom Pharmaceuticals: Time To Deliver Promise Of Voquezna After Frustrating Delays
Summary Phathom Pharmaceuticals stock has significantly declined since 2021, despite securing FDA approval for Vonoprazan to treat H. pylori infection and GERD. The company faced delays in launching its products due to the presence of a cancer-causing agent in commercial batches, but eventually received full FDA approval. PHAT aims to target a substantial market opportunity with Vonoprazan, potentially leading to a share price rally and challenging a billion-dollar market cap valuation. The delays in launching Voquenza have been frustrating, but now the company is conducting a full launch and may secure a lucrative label expansion with an approval in non-erosive GERD next month. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Phathom: Undervalued Biotech With Possible GERD Treatment Label Expansion
Summary The FDA has set a target action date of July 19, 2024, for expanded approval of Voquenza, which would target the larger Non-Erosive GERD patient population. The global market for GERD therapies is expected to be $3.4 billion by 2032. A soon-to-be-initiated phase 3 study in 2024 is going to explore the use of Voquenza with "As Needed" dosing to treat Non-Erosive GERD patients. Voquenza may also be used to treat patients with another gastrointestinal disorder, such as eosinophilic esophagitis. A phase 2 study using this drug to treat this patient population is expected to be initiated in 2024. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 755 | 239 | 255 | 214 | 9 |
| 12/31/2027 | 540 | 97 | 114 | 100 | 9 |
| 12/31/2026 | 334 | -54 | -45 | -53 | 9 |
| 3/31/2026 | 205 | -157 | -98 | -97 | N/A |
| 12/31/2025 | 175 | -221 | -167 | -167 | N/A |
| 9/30/2025 | 147 | -275 | -225 | -225 | N/A |
| 6/30/2025 | 114 | -330 | -275 | -275 | N/A |
| 3/31/2025 | 82 | -346 | -283 | -283 | N/A |
| 12/31/2024 | 55 | -334 | -267 | -267 | N/A |
| 9/30/2024 | 26 | -339 | -248 | -247 | N/A |
| 6/30/2024 | 10 | -297 | -217 | -215 | N/A |
| 3/31/2024 | 3 | -247 | -168 | -167 | N/A |
| 12/31/2023 | 1 | -202 | -139 | -138 | N/A |
| 9/30/2023 | N/A | -177 | -136 | -135 | N/A |
| 6/30/2023 | N/A | -185 | -139 | -138 | N/A |
| 3/31/2023 | N/A | -195 | -143 | -141 | N/A |
| 12/31/2022 | N/A | -198 | -148 | -147 | N/A |
| 9/30/2022 | N/A | -179 | -147 | -147 | N/A |
| 6/30/2022 | N/A | -164 | -141 | -141 | N/A |
| 3/31/2022 | N/A | -150 | -144 | -143 | N/A |
| 12/31/2021 | N/A | -144 | -149 | -148 | N/A |
| 9/30/2021 | N/A | -162 | -136 | -135 | N/A |
| 6/30/2021 | N/A | -159 | -128 | -127 | N/A |
| 3/31/2021 | N/A | -144 | -109 | -108 | N/A |
| 12/31/2020 | N/A | -129 | -71 | -70 | N/A |
| 9/30/2020 | N/A | -173 | -66 | -65 | N/A |
| 6/30/2020 | N/A | -207 | -52 | -51 | N/A |
| 3/31/2020 | N/A | -274 | -73 | -47 | N/A |
| 12/31/2019 | N/A | -255 | N/A | -37 | N/A |
| 9/30/2019 | N/A | -158 | N/A | -13 | N/A |
| 6/30/2019 | N/A | -90 | N/A | -7 | N/A |
| 3/31/2019 | N/A | -2 | N/A | -2 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que PHAT sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que PHAT sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que PHAT sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (28.4% al año) de PHAT crezcan más rápidamente que los del mercado US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (28.4% al año) de PHAT crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de PHAT se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 22:23 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* 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
Phathom Pharmaceuticals, Inc. está cubierta por 15 analistas. 9 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.
| Analista | Institución |
|---|---|
| Jenna Davidner | Barclays |
| null null | BMO Capital Markets Equity Research |
| Kristen Kluska | Cantor Fitzgerald & Co. |