Tectonic Therapeutic, Inc.

Informe acción NasdaqGM:TECX

Capitalización de mercado: US$549.5m

Tectonic Therapeutic Dirección

Dirección controles de criterios 2/4

El CEO de Tectonic Therapeutic es Alise Reicin , nombrado en Aug 2020, tiene una permanencia de 5.75 años. compensación anual total es $7.35M, compuesta por 8.7% salario y 91.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.67% de las acciones de la empresa, por valor de $9.16M. La antigüedad media del equipo directivo y de la junta directiva es de 4.4 años y 5.8 años, respectivamente.

Información clave

Alise Reicin

Chief Executive Officer (CEO)

US$7.4m

Compensación total

Porcentaje del salario del CEO8.72%
Permanencia del CEO5.8yrs
Participación del CEO1.7%
Permanencia media de la dirección4.4yrs
Promedio de permanencia en la Junta Directiva5.8yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • May 19

Tectonic Therapeutics: Currently In A Catalyst Vacuum

Summary Tectonic Therapeutics (TECX) targets the large, unmet PH-HFpEF market with TX45, a long-acting relaxin analog, aiming for blockbuster potential. TX45 showed promising Phase 1b results, with significant reductions in pulmonary pressures and strong safety, but faces skepticism after competitor failures. Phase 2 APEX topline data for TX45, expected year end 2026, is a high-stakes catalyst and the company has a cash runway until yearend 2028. An analysis around Tectonic Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis • Nov 10

Companies Like Tectonic Therapeutic (NASDAQ:TECX) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis • May 20

We Think Tectonic Therapeutic (NASDAQ:TECX) 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 23

Tectonic Therapeutic: A Buy On Massive Opportunity Of TX45 In PH HFpEF

Summary We initiate a Buy rating on Tectonic Therapeutic due to promising data for TX45. TX45 showed positive interim Phase 1b results, but the APEX Phase 2 trial with 180 patients will be crucial for validating its efficacy and safety. TX2100 targets hereditary hemorrhagic telangiectasia with promising preclinical data, aiming for a Phase 1 launch in late 2025 or early 2026. Financially, TECX has a strong cash position to fund operations into late 2028 but faces significant risks if clinical trials do not meet expectations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 05

Tectonic: Expansion Of TX45 Candidate Possible After Positive Interim Data

Summary Positive interim results released from phase 1b study, using TX45 for the treatment of patients with pulmonary hypertension heart failure with preserved ejection fraction. Data from phase 1b study using TX45 for the treatment of patients with pulmonary hypertension heart failure with reduced ejection fraction, expected in 2nd half of 2025. In the 7 major markets, the heart failure market is expected to grow to $33.7 billion in 2032. TX2100 is another candidate in the company's pipeline which is currently undergoing IND-enabling studies to target patients with Hemorrhagic Telangiectasia; Phase 1 study expected Q4 2025/Q1 2026. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Tectonic Therapeutic: Stock Spikes On Heart Failure Data -- Why I See Further Upside

Summary Tectonic Therapeutic, Inc.'s stock surged 120% after positive Phase 1b data for TX45 in treating PH-HFpEF, a condition with no approved therapies. TX45, an Fc-relaxin fusion protein, showed promising hemodynamic improvements and safety, potentially addressing both pulmonary and cardiac aspects of PH-HFpEF. Despite concerns over small data sets and past failures of similar drugs, Tectonic's experienced management and promising data make TECX stock an intriguing “Buy” opportunity. Investors may consider waiting for further data or fundraising announcements to mitigate risks, but the potential market opportunity is significant. Read the full article on Seeking Alpha
Artículo de análisis • Jan 10

We Think Tectonic Therapeutic (NASDAQ:TECX) 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 • Dec 30

Tectonic Therapeutic: Waiting For A Pullback

Summary Tectonic Therapeutic, Inc. has seen a significant stock rally which has seen its shares nearly triple since this summer. The rally has been driven by analyst optimism and the initiation of Phase 2 trials for its lead asset TX45. This compound has the potential to be a 'best of breed' product for a large untreated population. What is ahead for Tectonic Therapeutic and its shareholders in 2025?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

Tectonic Therapeutic: Interesting CV Disease Drug Developer

Summary Tectonic Therapeutic's lead candidate TX45 showed positive phase 1 results for Group 2 Pulmonary Hypertension, driving the stock up over 100% in September. TX45 is an Fc-relaxin fusion molecule targeting the RXFP1 receptor, offering potential therapeutic benefits for hypertension and heart failure with preserved ejection fraction (HFpEF). Tectonic has a solid financial position with a market cap of $551mn, $185mn in cash reserves, and a cash runway extending into 2027. Despite early-stage development and competition from AstraZeneca, TECX is promising, with strong support from Wells Fargo and a long cash runway. Read the full article on Seeking Alpha
Artículo de análisis • Sep 22

Here's Why We're Not Too Worried About Tectonic Therapeutic's (NASDAQ:TECX) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Aug 05

Tectonic Therapeutic: Analyzing Its Post-Merger Valuation And Prospects

Summary Tectonic Therapeutic, Inc. is a biotechnology company focusing on therapeutic biologics targeting GPCRs through its GEODe platform. TECX emerged after a merger with Avrobio, combining gene therapy expertise with GPCR-targeted protein development. The lead drug candidate, TX45, is in Phase 1 trials for pulmonary hypertension due to heart failure with preserved ejection fraction (HFpEF). The company's cash runway is expected to last until mid-2027, potentially necessitating future capital raises. TECX's valuation appears relatively cheap compared to peers, but its early-stage research and cash burn risks lead me to a neutral stance. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Alise Reicin en comparación con los beneficios de Tectonic Therapeutic?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$83m

Dec 31 2025US$7mUS$641k

-US$74m

Sep 30 2025n/an/a

-US$67m

Jun 30 2025n/an/a

-US$66m

Mar 31 2025n/an/a

-US$59m

Dec 31 2024US$6mUS$606k

-US$58m

Sep 30 2024n/an/a

-US$53m

Jun 30 2024n/an/a

-US$46m

Mar 31 2024n/an/a

-US$44m

Dec 31 2023US$932kUS$575k

-US$43m

Compensación vs. Mercado: La compensación total de Alise($USD7.35M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD2.64M).

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

CEO

Alise Reicin (64 yo)

5.8yrs
Permanencia
US$7,351,578
Compensación

Dr. Alise S. Reicin, MD, PhD, serves as Member of Strategic Advisory Board at SCTbio a.s. (formerly known as Sotio a.s.). since November 2021. She serves on the board of directors of Sana Biotherapeutics a...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Alise Reicin
President5.8yrsUS$7.35m1.67%
$ 9.2m
Daniel Lochner
Chief Financial Officer1.9yrsUS$3.10m0.077%
$ 424.1k
Marcella Ruddy
Chief Medical Officer4.8yrsUS$3.07m0.13%
$ 726.8k
Peter McNamara
Chief Scientific Officer3.9yrssin datos0.093%
$ 513.7k
Geraldine Peters-Wiles
Senior Vice President of Human Resourcesless than a yearsin datossin datos
Anthony Muslin
Chief Development Officerno datasin datossin datos
Marc Schwabish
Chief Business Officer5.2yrssin datos0.065%
$ 356.9k
John Diener
Senior Vice President of Antibody Engineering & Protein Sciencesno datasin datossin datos
4.4yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TECX se considera experimentado (4.4 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Alise Reicin
President5.8yrsUS$7.35m1.67%
$ 9.2m
Terrance McGuire
Independent Director6.7yrsUS$280.88k0.11%
$ 590.0k
Timothy Springer
Independent Director6.9yrsUS$248.00k30.94%
$ 170.0m
Phillip Donenberg
Independent Director1.9yrsUS$253.76k0.00088%
$ 4.8k
Francois Nader
Independent Chair of the Boardless than a yearsin datossin datos
Praveen Tipirneni
Independent Director6.3yrsUS$250.00k0.016%
$ 88.5k
Stefan Vitorovic
Independent Director4.8yrsUS$251.88ksin datos
5.8yrs
Permanencia media
64yo
Promedio de edad

Junta con experiencia: La junta directiva de TECX se considera experimentada (5.8 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 04:27
Precio de las acciones al final del día2026/05/22 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 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

Tectonic Therapeutic, Inc. está cubierta por 13 analistas. 8 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
David RisingerLeerink Partners LLC
Cory JubinvilleLifeSci Capital, LLC
Uy EarMizuho Securities USA LLC