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LAVA Therapeutics N.V.NasdaqGS:LVTX Rapport sur les actions

Capitalisation boursière US$45.8m
Prix de l'action
n/a
1Y12.3%
7D-2.2%
1D-3.9%
Valeur du portefeuille
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LAVA Therapeutics N.V.

NasdaqGS:LVTX Rapport sur les actions

Capitalisation boursière : US$45.8m

This company has been acquired

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

LAVA Therapeutics (LVTX) Aperçu de l'action

LAVA Therapeutics N.V. est une société d'immuno-oncologie en phase clinique qui se concentre sur le développement de traitements contre le cancer. Plus de détails

LVTX analyse fondamentale
Score flocon de neige
Évaluation2/6
Croissance future0/6
Performances passées0/6
Santé financière6/6
Dividendes0/6

Récompenses

Les revenus ont augmenté 2.7% par an au cours des 5 dernières années

Analyse des risques

Actuellement non rentable et ne devrait pas le devenir au cours des 3 prochaines années

N'a pas de revenus significatifs ( $5M )

N'a pas de capitalisation boursière significative ( $46M )


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LAVA Therapeutics N.V. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 LAVA Therapeutics
Historique des cours de bourse
Prix actuel de l'actionUS$1.74
Plus haut sur 52 semainesUS$2.00
Plus bas sur 52 semainesUS$0.85
Bêta0.50
Variation sur 1 mois8.07%
Variation sur 3 mois12.26%
Variation sur 1 an12.26%
Variation sur 3 ans-70.15%
Variation sur 5 ansn/a
Évolution depuis l'introduction en bourse-87.83%

Nouvelles et mises à jour récentes

Article d’analyse • Apr 06

Investors Aren't Buying LAVA Therapeutics N.V.'s (NASDAQ:LVTX) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 2.5x LAVA Therapeutics N.V. ( NASDAQ:LVTX ) is definitely...

Recent updates

Article d’analyse • Apr 06

Investors Aren't Buying LAVA Therapeutics N.V.'s (NASDAQ:LVTX) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 2.5x LAVA Therapeutics N.V. ( NASDAQ:LVTX ) is definitely...
Article d’analyse • Jun 02

Revenues Working Against LAVA Therapeutics N.V.'s (NASDAQ:LVTX) Share Price Following 25% Dive

LAVA Therapeutics N.V. ( NASDAQ:LVTX ) shareholders that were waiting for something to happen have been dealt a blow...
Article d’analyse • Mar 01

LAVA Therapeutics (NASDAQ:LVTX) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Oct 18

LAVA Therapeutics: Assessing A Promising Innovator

Summary LAVA is able to form a highly profitable partnership with Seagen to develop LAVA-1223 for various solid tumors. The company's Gammabody platform holds strong promises as a delivery vehicle for a differentiated type of cellular therapy. There is an upcoming data release this November which indicates further upside to the stock. LAVA "Predicting rain doesn't count. Building arks does." - Warren Buffett I recently wrote a research article on Seagen (SGEN). That is to say, the company is entering into a partnership with LAVA Therapeutics (LVTX) for the use of its Precision Gammabody platform. As I was analyzing the aforesaid development, my intuition tells me that there has to be substantial unlocked value/growth in LAVA for Seagen to be interested in the firm. After all, a highly reputable firm would not form a partnership with a smaller operator unless there are tremendous promises. As I learned more about LAVA, I'm excited to deliver to you what I found. In this article, I'll present a fundamental analysis of LAVA and share with you my expectation of this growth equity. Figure 1: LAVA's chart (StockCharts) About The Company As usual, I'll feature a brief corporate overview for new investors. If you are familiar with the firm, I recommend that you skip to the next section. Operating out of the Netherlands and USA, LAVA is a clinical-stage company that is focused on the innovation and commercialization of cellular therapies. Leveraging the Gammabody platform, the company is advancing a portfolio of bispecific gamma delta T cell engagers to treat both solid and blood cancers. Figure 2: Therapeutics pipeline (LAVA) Partnerships On the partnership front, you can see that LAVA is able to ink two deals: one with Seagen and the other with Jansen which is a subsidiary of Johnson & Johnson (JNJ). That is big because it signifies that their drug/technology holds tremendous value. Else, big pharma wouldn't be interested in a partnership. Another point to consider is that the partner can offer their expertise as well as the capital needed for the lengthy and costly innovation process. As you know, both expertise and tremendous capital are required to develop blockbuster drugs. Mechanism of Action (i.e., MOA): Precision Gammabody Platform To Unlock Power of The Immune System Shifting gears, let us walk through the mechanism of action of the said platform. I know science can be quite boring for some of you. Nevertheless, it would make a huge difference in your investment returns in the long haul. That being said, if you've been following my research on cellular therapy, you can see that I'm a huge proponent of using the T-cells - the General of the body's natural defense (i.e., immune) system. Inside your body are constant battles between diseases and healing by the immune system. The two cells that are most important are the T-cells and B-cells. As you know, T-cells are "the Generals" while B-cells are "the commanding officers." By engineering the T-cells with the intelligence against various cancers, you can launch a highly efficacious attack to decimate these rogue cells. If you went back to my research on Kite Pharma (KITE) and Juno Therapeutics (JUNO), you can see that Kymriah saved lives in seemingly hopeless situations. From the figure below, you can tell that LAVA is using a subpopulation of Vγ9Vδ2 (Vgamma9 Vdelta2) T cells that has tremendous potential. For sake of simplicity, I will refer to those cells as GD-T-cells. Precisely speaking, these T-cells can communicate between both innate and adaptive immunity. The innate system is like your skin barrier against infection. Whereas, your adaptive immunity comes from the intelligence that T-cells gained from attacking invaders. When you focus on molecules that can integrate both innate and adaptive defenses together, the results are extremely powerful cancer eradication. Figure 3: GD-T-cells mechanisms of action (LAVA) Disease Context (i.e., DC): GD-T-cells Are Excellent At Eradicating Cancers Viewing the figure below, you can appreciate two trends. The first is that these GD-T-cells are present in many cancers. Second, the more of these GD-T-cells present, the better the patient's chances of survival. If you put those two facts together, you can see that GD-T-cells have tremendous therapeutic potential in the cancer disease context. As you can imagine, cancer cells exert immunosuppressive effects on their environment. Putting it another way, cancer cells excrete chemicals that dampen the immune response. Therefore, they put key immune cells like (B and T cells) to sleep. By activating the specialized GD-T-cells, those supreme Generals will wake up the body's whole defense army to launch an effective/efficient counterattack against cancers. In a nutshell, the GD-T-cell mechanism of action fits perfectly in the disease context of treating cancers like matching puzzle pieces. Figure 4: GD-T-cells as a differentiation factor against many cancers (LAVA) Supporting Data: Robust Early Results All the sound science with the matching MOA and Disease Context is meaningless unless GD-T-cells can demonstrate strong data results. In the preclinical models below, you can appreciate two developments. The first is the higher killing of cancer cells (i.e., cytotoxicity or lysis) comes from a higher concentration of GD-T-cells (i.e., Gammabody). The second is that longer treatment duration leads to more cancer cell destruction. Essentially, it indicates that GD-T-cells work against cancers. Figure 5: GD-T-cells exhibit potent cancer-killing in preclinical models (LAVA) A big concern about cancer drugs is that they can be quite toxic to normal cells. That's why patients on chemotherapy lose their hair, etc. Nevertheless, chemo/immunotherapies are still being used because their benefits outweigh the harms. Interestingly, GD-T-cells kill cancer cells (in both blood and solid tumor models) while not hitting the normal cells. As LAVA advances its drug, that selective killing is huge market differentiation. And that advantage would lead to launch success. Perhaps, that's why LAVA is able to garner partnership deals with Seagen and Janssen. Figure 6: Selective kill of cancer cells while sparing healthy counterparts (LAVA) The Seagen Deal As you know, Seagen put LAVA on the map by inking a huge partnership deal back on September 26. Accordingly, LAVA would receive $50M in upfront payment with the potential to earn up to $650M in milestones and royalties. Notably, the partnership would allow Seagen to in-license LAVA-1223 for EGFR-expressing solid tumors. Seagen also has an option to pick up two additional targets using the Gammabody platform. I noted in the prior article, Capturing the power of the Gammabody technology, LAVA-123 triggers a specific subset of T-cells ... to target a highly prevalent surface marker in solid tumors. Namely, that marker is the epidermal growth factor receptor (i.e., EGFR). You can think of LAVA-1223 as a smart medicine telling the GD T-cells to zone in on cancers having the EGFR on its surface while sparing normal cells. That confers tremendous specificity and highly efficacious cancer decimation. With EGFR being found on many cancer cells (colorectal, lung, head/neck), the potential of this first-in-class drug is tremendous. You can see that this deal is tremendous for LAVA. The $50M in cash is substantial capital for the $153.1M market cap company. LAVA doesn't have to do much work now. They can just simply wait for Seagen to use Gammabody to advance LAVA-1223 for various tumors. Meanwhile, the deal substantially improves LAVA's reputation in the market. Highly enthused by the collaboration, the president and CEO of LAVA (Stephen Hurly) commented,
Seeking Alpha • Sep 13

LAVA Therapeutics GAAP EPS of -$0.31 beats by $0.30, revenue of $0.47M beats by $0.11M

LAVA Therapeutics press release (NASDAQ:LVTX): Q2 GAAP EPS of -$0.31 beats by $0.30. Revenue of $0.47M (-56.5% Y/Y) beats by $0.11M. As of June 30, 2022, LAVA had cash, cash equivalents, and investments totaling $110.7 million compared to cash and cash equivalents of $133.2 million as of December 31, 2021, which we expect to be sufficient to fund the Company for approximately two years.

Rendement pour les actionnaires

LVTXUS BiotechsUS Marché
7D-2.2%-0.5%1.0%
1Y12.3%31.0%19.1%

Rendement vs Industrie: LVTX a sous-performé le secteur US Biotechs qui a rapporté 31 % au cours de l'année écoulée.

Rendement vs marché: LVTX a dépassé le marché US qui a rapporté 19.1 % au cours de l'année écoulée.

Volatilité des prix

Is LVTX's price volatile compared to industry and market?
LVTX volatility
LVTX Average Weekly Movement5.2%
Biotechs Industry Average Movement10.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Cours de l'action stable: LVTX 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 LVTX ( 5% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
201610Steve Hurlywww.lavatherapeutics.com

LAVA Therapeutics N.V. est une société d'immuno-oncologie en phase clinique qui se concentre sur le développement de traitements contre le cancer. Grâce à sa plateforme Gammabody, la société développe un portefeuille de nouveaux anticorps bispécifiques pour engager et exploiter la puissance et la précision des cellules T gamma delta afin de déclencher une réponse immunitaire antitumorale et d'améliorer les résultats pour les patients atteints de cancer. Ses principaux candidats en phase clinique sont LAVA-1207, qui est en essai clinique de phase 1/2a pour le cancer de la prostate métastatique résistant à la castration.

LAVA Therapeutics N.V. Résumé des fondamentaux

Comment les bénéfices et les revenus de LAVA Therapeutics se comparent-ils à sa capitalisation boursière ?
LVTX statistiques fondamentales
Capitalisation boursièreUS$45.77m
Bénéfices(TTM)-US$23.18m
Recettes(TTM)US$4.99m
9.2x
Ratio P/S
-2.0x
Ratio P/E

Le site LVTX est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
LVTX compte de résultat (TTM)
RecettesUS$4.99m
Coût des recettesUS$0
Marge bruteUS$4.99m
Autres dépensesUS$28.17m
Les revenus-US$23.18m

Derniers bénéfices déclarés

Sep 30, 2025

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)-0.88
Marge brute100.00%
Marge bénéficiaire nette-464.59%
Ratio dettes/capitaux propres0%

Quelles ont été les performances à long terme de LVTX?

Voir les performances historiques et les comparaisons

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/11/25 23:33
Cours de l'action en fin de journée2025/11/20 00:00
Les revenus2025/09/30
Revenus annuels2024/12/31

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 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

LAVA Therapeutics N.V. est couverte par 3 analystes. 1 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
Christopher HowertonJefferies LLC
Roger SongJefferies LLC
Jessica FyeJ.P. Morgan