Apellis Pharmaceuticals, Inc.

NasdaqGS:APLS Rapport sur les actions

Capitalisation boursière : US$5.3b

This company has been acquired

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

Apellis Pharmaceuticals Gestion

Gestion contrôle des critères 3/4

Le PDG Apellis Pharmaceuticals est Cedric Francois, nommé en Sep2009, a un mandat de 16.67 ans. La rémunération annuelle totale est $ 13.34M, composée du salaire de 6.2% et des bonus 93.8%, y compris les actions et options de la société. détient directement 1.14% des actions de la société, d'une valeur de $ 59.66M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.8 ans et 10.8 ans.

Informations clés

Cedric Francois

Directeur général

US$13.3m

Rémunération totale

Pourcentage du salaire du PDG6.16%
Durée du mandat du directeur général16.7yrs
Propriété du PDG1.1%
Durée moyenne d'occupation des postes de direction4.8yrs
Durée moyenne du mandat des membres du conseil d'administration10.8yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Apr 29

APLS: Biogen Deal Terms And Mixed Ratings Will Guide Future Repricing

Analysts have raised the fair value estimate for Apellis Pharmaceuticals to about $40.93, citing Street research that combines several recent price target increases with a series of downgrades following Biogen's acquisition announcement, along with updated views on long-term P/E assumptions and risk. Analyst Commentary Street research around the Biogen acquisition announcement shows a split in how analysts are framing Apellis Pharmaceuticals, with some highlighting upside to long-term value and others focusing on execution and pricing risks.
Mise à jour du récit Apr 15

APLS: Balanced Biogen Deal And Mixed Ratings Will Shape Future Repricing

Apellis Pharmaceuticals' updated fair value estimate has shifted from $35.71 to $39.93 per share as analysts factor in higher long run P/E assumptions near 42x, alongside recent price target changes that include several upgrades, downgrades and target raises from firms such as Mizuho, JPMorgan, Morgan Stanley and RBC Capital. Analyst Commentary Recent Street research on Apellis Pharmaceuticals shows a split tape, with several firms lifting price targets while a cluster of downgrades points to fresh execution and valuation questions.
Mise à jour du récit Apr 01

APLS: Syfovre Outlook And Downgrade Wave Will Limit Future Repricing

Analysts now see fair value for Apellis Pharmaceuticals at about $35.71 per share, up from roughly $33.60, reflecting updated views on revenue growth, margins, discount rates, and a somewhat higher future P/E multiple after a mix of recent price target raises, initiations, and downgrades across the Street. Analyst Commentary Street research on Apellis Pharmaceuticals reflects a mixed but engaged view, with both bullish and bearish analysts adjusting targets, ratings, and coverage in response to recent reports and product updates.
Seeking Alpha Mar 31

Biogen Acquires Apellis: Synergies, Risks, And What The Market Is Missing

Summary Biogen acquires Apellis for $41/share, a 140% premium, aiming to leverage Apellis’ nephrology sales force and product portfolio. Syfovre’s safety issues have stabilized, but its commercial prospects remain limited versus Astellas’ Izervay, justifying Biogen’s cautious CVR structure. Biogen’s acquisition thesis hinges on felzartamab’s potential in complement-mediated rare diseases, especially AMR, targeting $800M+ peak sales. I downgrade APLS to 'Sell' post-acquisition, as upside is realized; BIIB remains a 'Hold' given execution risk and dependence on felzartamab’s success. Read the full article on Seeking Alpha
Mise à jour du récit Mar 18

APLS: Kidney Disease Launch And Index Adds Will Drive Future Repricing

Narrative Update on Apellis Pharmaceuticals The updated analyst price target framework now aligns with Street research that has recently adjusted Apellis price objectives in a roughly $18 to $44 range, with analysts pointing to demand trends for Syfovre and Empaveli, mixed views on growth beyond the current Q4 reporting period, and differing assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Apellis Pharmaceuticals presents a mixed picture, with price targets spanning roughly US$18 to US$44 and a range of views on execution, product demand and future growth.
Mise à jour du récit Mar 04

APLS: Future C3G Launch Execution Will Drive Bullish Re Rating Potential

Apellis Pharmaceuticals' updated analyst price targets cluster around the high teens to mid $40s, with modest adjustments up and down as analysts factor in the Q4 update, expectations for flat Syfovre pricing into FY26, progress in the C3G launch, and slightly revised assumptions for growth, margins, and future P/E. Analyst Commentary Recent Street research on Apellis Pharmaceuticals reflects a mixed but generally constructive stance, with price targets spanning from the high teens into the mid $40s and a blend of Neutral, Buy, and Overweight views.
Mise à jour du récit Feb 17

APLS: Kidney Disease Launch And Index Adds Will Support Future Repricing

Analysts have nudged their consolidated price target and fair value framework for Apellis slightly higher to $33.95, reflecting a blend of cautious optimism from fresh Neutral initiations and upgrades, along with mixed target revisions following the recent Q4 pre-announcement and C3G launch commentary. Analyst Commentary Recent research has focused on how Apellis is executing around its Q4 pre announcement and the early C3G launch, and what that means for valuation and risk.
Mise à jour du récit Feb 03

APLS: Kidney Disease Launch And Index Additions Will Support Future Share Recovery

Analysts have trimmed their average price target on Apellis Pharmaceuticals by about US$1.44 per share, reflecting more cautious assumptions on revenue growth and profit margins, even as some recent research updates point to steady product launches and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Apellis Pharmaceuticals shows a split view, with some analysts focusing on product execution and others emphasizing revenue uncertainty and guidance gaps.
Mise à jour du récit Jan 20

APLS: Future C3G Renal Uptake Will Drive Bullish Re Rating Potential

Analysts have slightly increased their overall price expectations for Apellis, with recent Street targets clustering in a US$27 to US$45 range, as they balance cautious views on Syfovre revenue trends and guidance gaps against ongoing uptake in C3G and related renal indications. Analyst Commentary Recent Street research shows a mix of caution and optimism on Apellis, with several bullish analysts highlighting areas where they see the story improving around execution, revenue mix and potential upside to current expectations.
Mise à jour du récit Jan 05

APLS: Future Renal Indication Execution Will Drive Bullish Re Rating Potential

Analysts have trimmed their price targets for Apellis Pharmaceuticals, with recent cuts to US$45 and US$27. These moves reflect concerns about "flattish" Syfovre revenue and uncertainty around Empaveli's early renal indications, even as long term fair value assumptions and projected revenue growth in some models remain unchanged.
Mise à jour du récit Dec 14

APLS: Future Kidney Indication Uptake Will Drive Bullish Re-Rating Potential

Analysts have trimmed their average price target on Apellis Pharmaceuticals by about $5 per share. They cite higher perceived risk, slower expected revenue growth from Syfovre and Empaveli, and somewhat lower long term margin assumptions, although several covering firms remain generally supportive.
Mise à jour du récit Nov 29

APLS: Kidney Disease Indication Launch Will Drive Share Price Recovery Ahead

Analysts have modestly lowered their average price target for Apellis Pharmaceuticals. They cite cautious outlooks on revenue growth and recent segment performance, with new targets ranging from $27 to $45 per share compared to prior targets up to $52.
Mise à jour du récit Nov 15

APLS: Future Revenue From Kidney Disease Expansion Will Drive Shares Higher

Analysts have modestly lowered their fair value estimate for Apellis Pharmaceuticals from approximately $36.50 to $35.39 per share. This adjustment is due to concerns over slower revenue growth and contracting profit margins following recent company updates.
Mise à jour du récit Oct 31

APLS: Uptake In Rare Kidney Disease Segment Will Drive Future Upside

Analysts have lowered their average price target for Apellis Pharmaceuticals, reducing it by nearly $1 to $36.50. This adjustment reflects moderating revenue growth forecasts and a higher discount rate, although expectations for profit margin have marginally improved.
Mise à jour du récit Sep 27

FDA Label Expansion And SYFOVRE Will Unlock Future Value

Analyst price targets for Apellis Pharmaceuticals have edged lower to $37.47 as positive signals from Syfovre sales and pipeline opportunities are tempered by concerns over limited revenue guidance and commercial ramp uncertainties. Analyst Commentary Bullish analysts cite stabilization in the Geographic Atrophy (GA) market and optimism around the ongoing launches in C3 glomerulopathy (C3G) and primary immune complex membranoproliferative glomerulonephritis (IC-MPGN).
Mise à jour du récit Aug 27

FDA Label Expansion And SYFOVRE Will Unlock Future Value

The consensus analyst price target for Apellis Pharmaceuticals has risen modestly to $38.56, reflecting improving sentiment from stabilizing Geographic Atrophy market dynamics, continued Syfovre injection growth, and upside potential from Empaveli expansions, despite some concerns over Syfovre sales guidance and a possibly slower Empaveli ramp. Analyst Commentary Bullish analysts point to stabilizing Geographic Atrophy market dynamics and the ongoing launch initiatives in C3 glomerulopathy (C3G) and primary immune complex membranoproliferative glomerulonephritis (IC-MPGN) as a driver for upward price revisions.
Article d’analyse Jul 29

Is Apellis Pharmaceuticals (NASDAQ:APLS) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nouveau récit May 02

SYFOVRE And EMPAVELI Will Broaden Treatment Options Globally

SYFOVRE's strategic expansion and dominant GA market role could significantly drive revenue growth and international market penetration.
Seeking Alpha Mar 05

Apellis Pharmaceuticals: A Mixed Bag

Summary Commerical stage Apellis Pharmaceuticals, Inc. recently reported Q4 results that beat expectations. The company posted impressive revenue growth and cost reduction in FY2024. It is a bit of a complicated tale around this mid-cap, but the company looks set to move to profitability with the funding it has on hand. The analyst firm community is quite mixed on the current prospects around Apellis Pharmaceuticals, however. An analysis around APLS stock follows in the paragraphs below. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Cedric Francois a-t-elle évolué par rapport aux bénéfices de Apellis Pharmaceuticals?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$133m

Dec 31 2025US$13mUS$822k

US$22m

Sep 30 2025n/an/a

US$45m

Jun 30 2025n/an/a

-US$228m

Mar 31 2025n/an/a

-US$224m

Dec 31 2024US$11mUS$793k

-US$198m

Sep 30 2024n/an/a

-US$250m

Jun 30 2024n/an/a

-US$333m

Mar 31 2024n/an/a

-US$417m

Dec 31 2023US$10mUS$735k

-US$529m

Sep 30 2023n/an/a

-US$606m

Jun 30 2023n/an/a

-US$657m

Mar 31 2023n/an/a

-US$691m

Dec 31 2022US$9mUS$681k

-US$652m

Sep 30 2022n/an/a

-US$634m

Jun 30 2022n/an/a

-US$638m

Mar 31 2022n/an/a

-US$702m

Dec 31 2021US$9mUS$647k

-US$746m

Sep 30 2021n/an/a

-US$520m

Jun 30 2021n/an/a

-US$460m

Mar 31 2021n/an/a

-US$360m

Dec 31 2020US$9mUS$619k

-US$345m

Sep 30 2020n/an/a

-US$536m

Jun 30 2020n/an/a

-US$470m

Mar 31 2020n/an/a

-US$423m

Dec 31 2019US$4mUS$560k

-US$305m

Rémunération vs marché: La rémunération totale de Cedric ($USD 13.34M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).

Rémunération et revenus: La rémunération de Cedric a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Cedric Francois (53 yo)

16.7yrs
Titularisation
US$13,342,739
Compensation

Dr. Cedric Francois, M.D., Ph.D. is Co-Founder and Chairman of Liberate Medical, Inc. He serves as Principal of Vista Therapeutics, Inc. Dr. Francois co-founded Apellis Pharmaceuticals, Inc. in 2009 and ha...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Cedric Francois
Co-Founder16.7yrsUS$13.34m1.14%
$ 59.7m
Timothy Sullivan
CFO & Treasurer8.6yrsUS$4.98m0.084%
$ 4.4m
David Watson
General Counsel & Secretary12.3yrsUS$4.73m0.071%
$ 3.7m
Kelley Boucher
Chief People Officer1.3yrsUS$4.53m0%
$ 0
Caroline Baumal
Chief Medical Officer3.3yrsUS$4.62m0.028%
$ 1.4m
Pascal Deschatelets
Co-Founder & Chief Scientific Officer16.7yrsUS$3.08m0.88%
$ 46.3m
James Chopas
VP, Corporate Controller & Chief Accounting Officer4.8yrspas de données0.018%
$ 959.7k
Eva Stroynowski
Head of Investor Relationsno datapas de donnéespas de données
Peter Hillmen
Head of Hematology Engagement & Member of PNH Scientific Advisory Board4yrspas de donnéespas de données
Nur Nicholson
Chief Technical Operations Officerno dataUS$3.02m0.027%
$ 1.4m
David Acheson
Executive Vice President of Commercialno datapas de donnéespas de données
Mark DeLong
Chief Business & Strategy Officer3.3yrspas de données0.090%
$ 4.7m
4.8yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de APLS est considérée comme expérimentée (ancienneté moyenne 4.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Peter Hillmen
Head of Hematology Engagement & Member of PNH Scientific Advisory Board10.8yrspas de donnéespas de données
Philip J. Rosenfeld
Member of AMD Scientific Advisory Board10.8yrspas de donnéespas de données
Gabriel Coscas
Member of AMD Scientific Advisory Board10.8yrspas de donnéespas de données
Johanna Seddon
Member of AMD Scientific Advisory Board10.8yrspas de donnéespas de données
Robert Brodsky
Member of PNH Scientific Advisory Board10.8yrspas de donnéespas de données
Michael Yeadon
Member of Pulmonology Scientific Advisory Board10.8yrspas de donnéespas de données
Marsha Wills-Karp
Member of Pulmonology Scientific Advisory Boardno datapas de donnéespas de données
Carl Atkinson
Member of Pulmonology Scientific Advisory Board10.8yrspas de donnéespas de données
Claudia Kemper
Member of Pulmonology10.8yrspas de donnéespas de données
Susan Lea
Member of Pulmonology10.8yrspas de donnéespas de données
Toby Maher
Member of Pulmonology Scientific Advisory Board10.8yrspas de donnéespas de données
Dave Singh
Member of Pulmonology Scientific Advisory Board10.8yrspas de donnéespas de données
10.8yrs
Durée moyenne de l'emploi

Conseil d'administration expérimenté: Le conseil d'administration de la APLS est chevronné et expérimenté ( 10.8 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/16 07:18
Cours de l'action en fin de journée2026/05/13 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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

Apellis Pharmaceuticals, Inc. est couverte par 27 analystes. 13 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.

AnalysteInstitution
Michael UlzBaird
Colleen KusyBaird
Eliana MerleBarclays