Altimmune (ALT) Aperçu de l'action
Altimmune, Inc. est une société biopharmaceutique en phase clinique avancée qui se concentre sur le développement de nouvelles thérapies pour les maladies hépatiques graves. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 0/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Analyse des risques
ALT Community Fair Values
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Analyst Price Targets
Altimmune, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$2.94 |
| Plus haut sur 52 semaines | US$6.44 |
| Plus bas sur 52 semaines | US$2.56 |
| Bêta | 0.17 |
| Variation sur 1 mois | 2.44% |
| Variation sur 3 mois | 7.30% |
| Variation sur 1 an | -17.42% |
| Variation sur 3 ans | 14.84% |
| Variation sur 5 ans | -77.52% |
| Évolution depuis l'introduction en bourse | -98.76% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 29
ALT: MASH And Alcohol Use Disorder Data Will Drive Future Upside
Analysts have raised their price target on Altimmune from about $15.45 to roughly $17.22, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Altimmune Altimmune reported positive topline results from the RECLAIM Phase 2 trial of pemvidutide in alcohol use disorder, with statistically significant reductions in heavy drinking days versus placebo and multiple secondary endpoints met, including WHO Risk Drinking Levels and zero heavy drinking days.Seeking Alpha • Jul 07
Altimmune: Pemvidutide AUD Data Due Q3 Makes For Intriguing Catalyst - Upgrade
Summary Altimmune, Inc. is upgraded to Buy following successful fundraising, providing $535m to fund Phase 3 MASH trials through 2029. Pemvidutide's Phase 2b data showed statistically significant MASH resolution and fibrosis improvement, but competition from semaglutide, resmetirom, and others remains intense. ALT's near-term catalyst is the Phase 2 AUD data, with potential for partnership if results demonstrate differentiation in heavy drinking reduction and liver outcomes. ALT's investment case hinges on pemvidutide's ability to show clear superiority or unique benefits versus established GLP-1 therapies in upcoming trials. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Jul 29
ALT: MASH And Alcohol Use Disorder Data Will Drive Future Upside
Analysts have raised their price target on Altimmune from about $15.45 to roughly $17.22, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Altimmune Altimmune reported positive topline results from the RECLAIM Phase 2 trial of pemvidutide in alcohol use disorder, with statistically significant reductions in heavy drinking days versus placebo and multiple secondary endpoints met, including WHO Risk Drinking Levels and zero heavy drinking days.Seeking Alpha • Jul 07
Altimmune: Pemvidutide AUD Data Due Q3 Makes For Intriguing Catalyst - Upgrade
Summary Altimmune, Inc. is upgraded to Buy following successful fundraising, providing $535m to fund Phase 3 MASH trials through 2029. Pemvidutide's Phase 2b data showed statistically significant MASH resolution and fibrosis improvement, but competition from semaglutide, resmetirom, and others remains intense. ALT's near-term catalyst is the Phase 2 AUD data, with potential for partnership if results demonstrate differentiation in heavy drinking reduction and liver outcomes. ALT's investment case hinges on pemvidutide's ability to show clear superiority or unique benefits versus established GLP-1 therapies in upcoming trials. Read the full article on Seeking AlphaMise à jour du récit • Jun 26
ALT: Fast Track MASH Program Will Drive Future Upside Potential
Analysts have reset their Altimmune fair value estimate from $17.88 to $15.45, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What’s in the News for Altimmune Altimmune reported 48 week data from the IMPACT Phase 2b trial of pemvidutide in MASH, with patients on the 1.8 mg dose showing reductions in triglycerides of 23.7% and total cholesterol of 15.4%, along with changes in weight, body mass index, waist circumference and blood pressure versus placebo, while maintaining a generally favorable safety and tolerability profile.Seeking Alpha • Mar 17
Altimmune: Pemvidutide Differentiation Advancement In MASH Space Continues To Shine
Summary Altimmune, Inc.'s top-line data from the phase 2b IMPACT study using pemvidutide for the treatment of patients with MASH expected in Q2 of 2025. The global non-alcoholic steatohepatitis [NASH] market could reach $39.3 billion by 2031. Company received IND clearance from the FDA to advance two mid-stage studies using pemvidutide to target patients with AUD and ALD; First phase 2 study to start in mid-2025. Pemvidutide is also being developed for patients with obesity; ALT received clearance from the FDA to run four phase 3 studies for possible eventual marketing approval in targeting these patients. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
Altimmune Q4 Earnings Review: The Big News Is The MASH With Obesity Data Readout Due Q2
Summary Altimmune's pemvidutide shows promise in treating MASH with obesity, potentially positioning it as a first-in-class drug targeting both liver health and weight loss. Despite past volatility, ALT stock has stabilized, with recent data showing significant weight loss at higher doses, sparking renewed investor interest. Altimmune's Q4 2024 earnings reveal a net loss of $23.2m, with $131.9m in cash, highlighting the company's ongoing financial challenges and reliance on future clinical success. Investors should watch for the Phase 2b IMPACT study results in Q2 2025, which could significantly impact Altimmune's stock and future prospects in the MASH market. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Altimmune's Catalytic Moment In 2025: Pemvidutide's Phase 2b Trial In MASH
Summary Altimmune is a single-molecule company currently trading at a $0.5 billion market cap with a favorable risk-reward profile. The company's existence depends almost entirely on the outcome of the Phase 2 trial for pemvidutide in MASH (metabolic dysfunction-associated steatohepatitis). Pemvidutide has successfully completed a Phase 1 trial for a related liver disease but has yet to demonstrate efficacy in the target indication of MASH. Direct peers such as Akero Therapeutics and Madrigal have more advanced clinical trials and are valued at $2 billion and $7 billion, respectively, implying significant upside potential for ALT stock. Comparable catalysts for MASH show that Altimmune, with positive Phase 2 data, could experience a market cap expansion of $475 million, equating to an almost 80% upside. Read the full article on Seeking AlphaArticle d’analyse • Jan 15
Is Altimmune (NASDAQ:ALT) In A Good Position To Invest In Growth?
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Dec 30
Altimmune Could Find A Partner For Its Phase 3 Exercise
Summary ALT's end-of-phase 2 meeting with the FDA provided a clear clinical plan for pemvidutide, but the phase 3 program will require 5,000 patients. ALT's $139M in cash is enough to stay afloat for a while at the current rate, but not to fund phase 3, the company needs a partner or a buyout. If ALT can't find a partner or be acquired, then a hefty fund raise awaits investors, which could hit the stock. Despite competition, the potential for a partnership or buyout remains strong, as Big Pharma continues to show interest in weight loss drugs, and ALT seems cheap compared to its peers. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Altimmune 2025: Redefining Obesity And MASH Treatment
Summary Altimmune is entering both obesity and MASH markets with a powerful GLP-1/Glucagon dual-agonist drug called Pemvidutide, offering fat-specific weight loss and muscle preservation with a strong safety profile. Altimmune is redefining success in both obesity and MASH to position Pemvidutide in "blue ocean" categories not addressed by incumbents and catered to the unique strengths of Glucagon in Pemvidutide. Valuation of on-label and off-label use of Pemvidutide across all indications and comorbidities show that Altimmune is significantly undervalued at current share prices, factoring in all risks. Read the full article on Seeking AlphaSeeking Alpha • Nov 13
Altimmune's Pemvidutide Gains Momentum: Sizeable TAMs In Obesity And Liver Health
Summary Altimmune, Inc.’s Pemvidutide shows promise as a dual-action treatment for obesity and MASLD/MASH, targeting weight loss, liver health, and cardiovascular support. Their Phase 2 MOMENTUM trial for obesity demonstrated significant weight loss and lean mass preservation, with up to 15.6% weight reduction at the highest dose. Altimmune’s cash runway is estimated to support operations into 1H2026, aligning with expected milestones and anticipated Phase 3 trials. The company plans to expand Pemvidutide’s applications with a new IND for additional indications by year-end, enhancing its market potential. Thus, I am upgrading ALT stock to a “Strong Buy” due to the promising progress of its lead drug candidate, sufficient runway, and several future catalysts. Read the full article on Seeking AlphaSeeking Alpha • Oct 28
Regulatory And Clinical Catalysts Ahead For Altimmune
Summary ALT is developing pemvidutide for obesity and liver diseases, with recent MOMENTUM sub-study results showing favorable body composition results. A readout from the Phase 2b trial of pemvidutide in MASH is delayed to Q2'25, although the trial has completed enrollment, making further delays unlikely. ALT has $164.9M in cash but may need additional funding for phase 3 trials; a partnership for phase 3 development in obesity remains a possibility. Read the full article on Seeking AlphaSeeking Alpha • Oct 02
Consider Buying Potential Takeover Target Altimmune
Summary Altimmune, Inc.'s weight loss drug, pemvidutide, shows significant superiority in lean mass retention and liver fat reduction, making it a potential takeover target. High short interest in Altimmune stock could trigger a short-covering rally if reports of takeover talks emerge. Pemvidutide's superior lean mass retention could enable it to capture market share from Novo Nordisk's Wegovy and Eli Lilly's tirzepatide. Read the full article on Seeking AlphaSeeking Alpha • Sep 21
Altimmune: Updated Data Supports Pemvidutide's 'Market Disruptor' Prospects
Summary Pemvidutide shows strong potential in obesity and MASH, preserving lean mass while reducing VAT, which could make it a market leader among GLP-1s. Recent Phase II data reveals pemvidutide's lean loss ratio of 21.9%, comparable to diet and exercise, and significant VAT reduction, enhancing its appeal. Despite competition and risks, I am bullish on ALT, upgrading my conviction rating and planning to add to my position below $8.20 per share. Pemvidutide's dual indications for obesity and MASH, along with potential cardiovascular benefits, could drive Altimmune to blockbuster status and significant revenue growth. Read the full article on Seeking AlphaArticle d’analyse • Sep 12
We're Not Very Worried About Altimmune's (NASDAQ:ALT) Cash Burn Rate
We can readily understand why investors are attracted to unprofitable companies. For example, Altimmune ( NASDAQ:ALT...Seeking Alpha • Aug 27
Altimmune: Emerging Position In Competitive Space, But Risks Remain
Summary Weight loss drugs like Novo Nordisk’s semaglutide and Eli Lilly’s tirzepatide dominate the market, with Novo Nordisk leading in sales and Amgen developing a novel competitor. Altimmune’s pemvidutide shows promising weight loss and lean mass preservation but faces high discontinuation rates and lacks sugar control, unlike rivals. Financially, Altimmune has a cash runway of five to six quarters, necessitating a likely dilution before their phase 3 trial's completion. Despite promising data, Altimmune's pemvidutide faces tough competition from established players, making it a risky investment without more differentiating metrics. Read the full article on Seeking AlphaSeeking Alpha • Jun 24
Altimmune: Lean Muscle Fat Data Sends Stock Soaring - Competitors Will Take Note
Summary Altimmune, Inc. shares surged nearly 30% after positive Phase 2 clinical study results for pemvidutide, a GLP-1/glucagon dual receptor agonist for obesity and MASH. Pemvidutide may compete with Novo Nordisk's semaglutide and Eli Lilly's tirzepatide, which have demonstrated miraculous weight loss improvements, and will likely dominate a ~$130bn market. Altimmune's latest data shows significant weight loss and lean muscle preservation - the latter may be most significant. If pemvidutide can show it removes less lean muscle fat than competing GLP-1 agonist drugs, it may be on a fast track to approval and a double-digit billion dollar revenue opportunity. It is not quite so simple as it sounds, however - other candidates are yet to fully show their hands, and Altimmune is a minnow compared to the large pharmas crowding this space. Nevertheless, it is an interesting development. Read the full article on Seeking AlphaSeeking Alpha • May 27
Altimmune: Pemvidutide 15.6% Mean Weight Loss Could Bring Positive Returns
Summary Altimmune is developing an anti-obesity drug, Pemvidutide, that shows promising results in targeting fat mass and promoting weight loss. The obesity treatment market is expected to grow exponentially, reaching $77 billion by 2030, creating a significant opportunity for Altimmune. Altimmune needs to find a partnership to compete with established players like Novo Nordisk and Eli Lilly, but the potential of Pemvidutide is high, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
Buy Altimmune's Potential Market Disruption With Pemvidutide
Summary Altimmune is a clinical-stage biopharmaceutical company focused on developing peptide-based treatments for obesity and liver diseases. Their lead drug candidate, Pemvidutide, targets glucagon-like peptide-1 and glucagon receptors to produce weight loss with reduced side effects. Pemvidutide has shown promising results in clinical trials for obesity and Metabolic Dysfunction-Associated Steatohepatitis (MASH), and the company is seeking partnerships for further development. ALT's strategic shift includes partnering discussions to enhance Pemvidutide's development pathway and potential commercialization. Overall I think ALT is a viable investment for investors who are aware of the inherent risks in biotech. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Altimmune: Despite HepTcell Failure, Differentiation Of Obesity Drug In Place
Summary Positive results achieved from phase 2 MOMENTUM study, whereby patients not only achieved significant weight loss over a 48-week period with pemvidutide but also had lean mass preservation. It is said that the GLP-1 market could exceed $100 billion by 2030. Results from the phase 2b IMPACT study, using pemvidutide for the treatment of patients with MASH, expected to be released Q1 of 2025. Altimmune had $198 million in cash as of December 31st of 2023; It will likely have to continue to tap into the ATM agreement or find another way to raise cash to fund its pipeline. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Altimmune: Taking On Toughest Of Rivals In Obesity - I'm Unconvinced By Recent Rally
Summary Altimmune's stock price has experienced extreme volatility, but jumped by >20% yesterday due to the potential of pemvidutide, a drug candidate for obesity and liver disease. Some analysts believe pemvidutide can have a similar impact as Eli Lilly's tirzepatide and Novo Nordisk's semaglutide on these two indications - both Pharma's share prices have been soaring. Altimmune's previous COVID and anthrax vaccine efforts were unsuccessful, but there is optimism - based on some promising data - that pemvidutide could be different and provide a valuable opportunity. Ultimately, however, with its drug having some problematic side effects and the company struggling for funding, I'm giving Altimmune the thumbs down. There is a data readout in relation to a Hepatitis B therapy due this quarter - a small hedge against pemvidutide struggles - many will disagree, but selling after the recent bull run may be the right option. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Altimmune's Pemvidutide Lacks Differentiation In Obesity Treatment
Summary Altimmune's stock surged after revealing promising obesity treatment data for pemvidutide, a GLP-1/glucagon agonist, despite existing competition. Pemvidutide demonstrated dose-dependent weight loss in Phase 2, but high adverse event rates, especially gastrointestinal, led to notable discontinuation. Financially, Altimmune holds a strong current ratio with a 21-month runway despite the need for future capital to sustain operations. Investment Recommendation: Hold ALT stock due to the balance between pemvidutide's potential and its competition, tolerability concerns, and financial health. Read the full article on Seeking AlphaArticle d’analyse • Feb 10
Altimmune (NASDAQ:ALT) Is In A Good Position To Deliver On Growth Plans
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Jan 10
Thoroughly Derisked, Altimmune Is Now A Great Buy
Summary Altimmune's weight loss drug, Pemvidutide, showed promising results in a phase 2 trial, with a mean weight loss of 15.6% at week 48. The drug also demonstrated better CV risk reduction, lipid changes and tolerability than its competitors, semaglutide and tirzepatide. Altimmune's stock is undervalued compared to the potential market success of a weight loss drug, with potential for significant upside. Read the full article on Seeking AlphaRendement pour les actionnaires
| ALT | US Biotechs | US Marché | |
|---|---|---|---|
| 7D | -3.6% | 0.5% | 0.6% |
| 1Y | -17.4% | 35.8% | 20.1% |
Rendement vs Industrie: ALT a sous-performé le secteur US Biotechs qui a rapporté 35.8 % au cours de l'année écoulée.
Rendement vs marché: ALT a sous-performé le marché US qui a rapporté 20.1 % au cours de l'année écoulée.
Volatilité des prix
| ALT volatility | |
|---|---|
| ALT Average Weekly Movement | 6.2% |
| Biotechs Industry Average Movement | 9.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: ALT n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ALT ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1997 | 57 | Jerry Durso | altimmune.com |
Altimmune, Inc. est une société biopharmaceutique en phase clinique avancée qui se concentre sur le développement de nouvelles thérapies pour les maladies hépatiques graves. Son principal produit candidat est le pemvidutide, un agoniste du double récepteur GLP-1/glucagon, qui fait l'objet d'un essai clinique de phase 3 pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique, du trouble de la consommation d'alcool et de la maladie hépatique associée à l'alcool. La société a été fondée en 1997 et son siège se trouve à Gaithersburg, dans le Maryland.
Altimmune, Inc. Résumé des fondamentaux
| ALT statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$571.88m |
| Bénéfices(TTM) | -US$91.76m |
| Recettes(TTM) | US$31.00k |
Over9,999x
Ratio P/S-6.2x
Ratio P/ELe site ALT est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ALT compte de résultat (TTM) | |
|---|---|
| Recettes | US$31.00k |
| Coût des recettes | US$66.72m |
| Marge brute | -US$66.69m |
| Autres dépenses | US$25.07m |
| Les revenus | -US$91.76m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -0.47 |
| Marge brute | -215,138.71% |
| Marge bénéficiaire nette | -296,000.00% |
| Ratio dettes/capitaux propres | 7.3% |
Quelles ont été les performances à long terme de ALT?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/17 15:59 |
| Cours de l'action en fin de journée | 2026/08/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Altimmune, Inc. est couverte par 18 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Eliana Merle | Barclays |
| Mayank Mamtani | B. Riley Securities, Inc. |
| William Wood | B. Riley Securities, Inc. |