Madrigal Pharmaceuticals Gestion
Gestion contrôle des critères 2/4
Le PDG Madrigal Pharmaceuticals est Bill Sibold, nommé en Sep2023, a un mandat de 2.67 ans. La rémunération annuelle totale est $ 19.21M, composée du salaire de 4.8% et des bonus 95.2%, y compris les actions et options de la société. détient directement 0.46% des actions de la société, d'une valeur de $ 54.78M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 2.9 ans.
Informations clés
Bill Sibold
Directeur général
US$19.2m
Rémunération totale
| Pourcentage du salaire du PDG | 4.78% |
| Durée du mandat du directeur général | 2.7yrs |
| Propriété du PDG | 0.5% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 2.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 18
MDGL: MASH Pool Assumptions Versus Gross To Net Execution Will Shape Outlook
The analyst price target for Madrigal Pharmaceuticals has risen from $529 to $550. Analysts point to survey work that highlights a large MASH treatment pool and higher projected Rezdiffra use, along with updated assumptions for patient mix, revenue growth, margins, and P/E multiples.Seeking Alpha • Apr 28
Madrigal Pharmaceuticals: Boom Or Bust In MASH? Regretfully, I'm Bearish
Summary Madrigal Pharmaceuticals, Inc. receives a Sell rating, citing high valuation and intensifying MASH competition despite Rezdiffra's initial commercial success. Rezdiffra achieved $958.4m in 2025 sales with ~36,250 patients, but MDGL profitability remains elusive as operating expenses outpace revenue growth. SG&A and R&D costs are expected to rise in 2026, while no specific guidance has been provided, and consensus sees potential Q1 revenue softness. Pipeline bets and M&A speculation offer upside, but market congestion and uncertain long-term leadership prompt caution for MDGL stock after a 280% five-year gain. Read the full article on Seeking AlphaMise à jour du récit • Apr 27
MDGL: Gross To Net Execution And Margin Pressure Will Shape Balanced Outlook
Analysts have reset Madrigal Pharmaceuticals' price target to $529 from $570, reflecting updated forecasts that factor in recent commentary on gross to net adjustments, as well as revised assumptions for growth, profitability, and forward P/E. Analyst Commentary Bearish analysts have trimmed expectations for Madrigal Pharmaceuticals, pointing to updated assumptions around gross to net adjustments, as well as revisions to growth, profitability, and P/E assumptions.Mise à jour du récit • Apr 13
MDGL: Gross To Net Execution And Cirrhosis Expansion Will Shape Balanced Outlook
Analyst price targets on Madrigal Pharmaceuticals have been reset to $529, with the change largely tied to updated forecasts that factor in comments on gross to net adjustments. Other recent research has introduced new bullish coverage and higher targets from different firms.Mise à jour du récit • Mar 30
MDGL: MASH Combinations And Cirrhosis Expansion Will Shape Balanced Future Outlook
Analysts now set a consolidated price target for Madrigal Pharmaceuticals at $529, down from previous levels such as $570, reflecting updated forecasts around gross-to-net adjustments, even as model assumptions for revenue growth, profit margins, and future P/E remain broadly consistent. Analyst Commentary Recent research updates on Madrigal Pharmaceuticals show a mix of support and caution, with several bearish analysts rethinking how much upside is left after the stock's strong prior move and the latest company updates.Mise à jour du récit • Mar 16
MDGL: Cirrhosis Expansion And MASH Combinations Will Drive Future Repricing
Analysts now set the fair value estimate for Madrigal Pharmaceuticals at $529, up $27 from $502. This reflects updated models that factor in gross to net adjustments, recent licensing activity, and mixed revisions to Street price targets across firms.
Mise à jour du récit • Mar 02
MDGL: MASH Franchise And DGAT2 Combo Plans Will Drive Future Upside
Madrigal Pharmaceuticals' updated analyst price target reflects a modest adjustment, with fair value edging from about $900.66 to $904.36 as analysts factor in recent target cuts around $529 to $570, alongside fresh bullish initiation and higher targets above $600 tied to updated product and combination-therapy assumptions. Analyst Commentary Recent Street research on Madrigal Pharmaceuticals shows a mix of caution and optimism, with valuation debate sitting alongside higher fair value estimates tied to execution on its MASH franchise and new pipeline additions.
Mise à jour du récit • Feb 16
MDGL: Future Leadership Will Rely On MASH Cirrhosis Uptake Versus GLP 1 Pressure
The analyst price target for Madrigal Pharmaceuticals has been revised higher to $671.07, up from $603.47. Analysts now factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E, following recent research that highlights both enthusiasm for Rezdiffra's commercial potential and some valuation concerns.Mise à jour du récit • Feb 02
MDGL: MASH Franchise Expansion And New DGAT2 Combo Study Will Drive Upside
The updated analyst price target for Madrigal Pharmaceuticals moves from about $567 to roughly $901 per share, with analysts pointing to stronger modeled profitability, a higher assumed future P/E multiple, and continued enthusiasm for Rezdiffra across multiple research updates. Analyst Commentary Recent research coverage on Madrigal Pharmaceuticals has leaned positive overall, with a series of price target increases and a few ratings changes that highlight how divided views are at current levels.Mise à jour du récit • Jan 19
MDGL: Cirrhosis Expansion And Combination Plans Will Test High Expectations
Analysts have modestly adjusted their price targets for Madrigal Pharmaceuticals, with a slight upward shift reflected in updated models that factor in Rezdiffra uptake, expanded MASH opportunities including potential combinations with ervogastat, and a range of views on valuation and longer term penetration assumptions. Analyst Commentary Recent research on Madrigal Pharmaceuticals shows a mix of optimism around Rezdiffra and its potential role in MASH, paired with increasingly careful debate around valuation, competitive pressures, and execution risks.Mise à jour du récit • Jan 04
MDGL: Elevated Expectations For Cirrhosis Opportunity Will Face Heightened Competitive Pressures
Madrigal Pharmaceuticals' analyst price target has risen sharply from approximately $312 to $502 per share, as analysts factor in stronger long term profitability and higher penetration assumptions for Rezdiffra across F2-F3 and F4c MASH populations, despite moderating top line growth expectations and a modestly higher discount rate. Analyst Commentary Recent Street research reflects a broadly constructive outlook on Madrigal Pharmaceuticals, with multiple firms lifting price targets in response to stronger than expected Rezdiffra uptake and expanding commercial visibility in both F2 F3 and compensated F4c MASH populations.Mise à jour du récit • Dec 20
MDGL: Future Leadership Will Depend On Cirrhosis Uptake Amid GLP 1 Competition
The analyst price target for Madrigal Pharmaceuticals has been raised by approximately $40 per share, as analysts cite stronger-than-expected real-world uptake of Rezdiffra, expanded penetration assumptions across F2, F3, and emerging F4c populations, and increased confidence in the drug's long-term commercial trajectory despite GLP-1 competition. Analyst Commentary Recent Street research reflects a strongly constructive tone on Madrigal Pharmaceuticals, with multiple firms lifting price targets into the mid to high $500s and $600s range, underpinned by faster than expected Rezdiffra adoption and expanding addressable populations across F2, F3, and emerging F4c disease.Mise à jour du récit • Dec 06
MDGL: Future Leadership Will Depend On Expanding MASH Cirrhosis And Fibrosis Therapy Adoption
Madrigal Pharmaceuticals' analyst price target has been raised into the low to mid $600s per share from the high $500s, as analysts factor in stronger long term profitability expectations and sustained Rezdiffra uptake across F2-F3 and emerging F4c populations. Analyst Commentary Bullish analysts are increasingly constructive on Madrigal's outlook as they update models to reflect stronger real world Rezdiffra uptake, expanded addressable populations and emerging combination therapy optionality.Mise à jour du récit • Nov 21
MDGL: Future Leadership Will Depend On Expanding Liver Fibrosis Therapy Penetration Amid Competition
Madrigal Pharmaceuticals’ analyst price target has been raised from approximately $536 to $564 per share. This reflects increased confidence among analysts in Rezdiffra’s market penetration and longer-term growth prospects, despite evolving competitive dynamics.Article d’analyse • Nov 12
Madrigal Pharmaceuticals, Inc.'s (NASDAQ:MDGL) 26% Price Boost Is Out Of Tune With Revenues
Madrigal Pharmaceuticals, Inc. ( NASDAQ:MDGL ) shares have continued their recent momentum with a 26% gain in the last...Mise à jour du récit • Nov 07
MDGL: Future Revenue Leadership Will Depend On Therapy Adoption Amid Rising Competition
The analyst consensus price target for Madrigal Pharmaceuticals has increased by approximately $23 to $536, as analysts cite continued strength from Rezdiffra as well as improved long-term profitability expectations. Analyst Commentary Bullish Takeaways Bullish analysts have increased price targets for Madrigal Pharmaceuticals, emphasizing Rezdiffra’s ongoing outperformance and supportive market dynamics, even as new competitors enter the F2-F3 MASH segment.Mise à jour du récit • Oct 24
EU Expansion and Combination Therapies Will Drive Future Opportunity
Analysts have increased their price target for Madrigal Pharmaceuticals by approximately $100. They now expect shares to reach around $550, citing Rezdiffra's robust launch progress, new approvals, and potential from combination therapy strategies.Mise à jour du récit • Oct 10
US Patent And EU Expansion Will Secure Future Potential
The analyst price target for Madrigal Pharmaceuticals has increased by approximately $8 to $489.54. Analysts cite stronger-than-expected revenue growth, improved profit margins, and favorable momentum following recent approvals and positive market dynamics.Mise à jour du récit • Sep 26
US Patent And EU Expansion Will Secure Future Potential
Analysts raised Madrigal Pharmaceuticals’ price target to $481.85, citing strong EU approval momentum, first-mover advantage for Rezdiffra in MASH, guideline inclusion, and extended patent protection driving long-term value. Analyst Commentary Bullish analysts cite Madrigal’s strong positioning to dominate the metabolic dysfunction-associated steatohepatitis (MASH) treatment landscape through its proprietary thyroid hormone receptor-beta platform.Mise à jour du récit • Sep 11
US Patent And EU Expansion Will Secure Future Potential
Madrigal Pharmaceuticals’ consensus price target has been raised to $466.38 as analysts cite EU conditional approval, first-line therapy status, improved sales visibility, and extended patent protection for Rezdiffra as key drivers strengthening blockbuster potential and reducing risk. Analyst Commentary Bullish analysts believe Madrigal is uniquely positioned to dominate the metabolic dysfunction-associated steatohepatitis (MASH) market, leveraging its thyroid hormone receptor-beta platform.Mise à jour du récit • Aug 27
US Patent And EU Expansion Will Secure Future Potential
The consensus analyst price target for Madrigal Pharmaceuticals was raised from $449.57 to $461.43, primarily driven by the EU approval and expanded patent protection for Rezdiffra, which de-risks future cash flows and supports robust sales expectations in a large addressable market. Analyst Commentary Bullish analysts updated their models to reflect the recent EU approval of Rezdiffra, reducing risk and subsequently lowering the discount rate applied to future cash flows.Article d’analyse • Aug 22
Madrigal Pharmaceuticals, Inc.'s (NASDAQ:MDGL) 30% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Madrigal Pharmaceuticals, Inc. ( NASDAQ:MDGL ) shares have been powering on, with a gain...Article d’analyse • Aug 13
Forecast: Analysts Think Madrigal Pharmaceuticals, Inc.'s (NASDAQ:MDGL) Business Prospects Have Improved Drastically
NasdaqGS:MDGL 1 Year Share Price vs Fair Value Explore Madrigal Pharmaceuticals's Fair Values from the Community and...Article d’analyse • Aug 08
Earnings Beat: Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their Forecasts
NasdaqGS:MDGL 1 Year Share Price vs Fair Value Explore Madrigal Pharmaceuticals's Fair Values from the Community and...
Nouveau récit • May 03
FDA Approval Will Expand MASH Treatment Market Reach
First FDA-approved MASH treatment and strong U.S. market launch position Madrigal Pharmaceuticals for significant revenue growth.Seeking Alpha • Feb 26
Madrigal Pharmaceuticals Q4 Earnings Review: Strong Quarter, Even Stronger Outlook
Summary Madrigal Pharmaceuticals, Inc.'s Rezdiffra, the first approved drug for MASH, showed strong sales growth, with Q4 net sales up 66% to $103.3m. Despite a net loss of $466m in 2024, Madrigal's cash position improved to $931m, and Rezdiffra's market potential remains significant with no current competitors. Positive study data and upcoming European approval could further boost Rezdiffra's market presence, making Madrigal a prime M&A target. While GLP-1 agonists pose a potential threat, Rezdiffra's oral availability and strong initial market penetration suggest long-term growth and a solid buy opportunity for MDGL stock. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Madrigal Pharmaceuticals Rezdiffra Vies For Blockbuster Status In MASH
Summary Madrigal Pharma's REZDIFFRA achieved $100-$103M in Q4 sales, marking 61% growth, with market penetration of only 4% relative to TAM, indicating blockbuster potential. Potential competition from GLP-1 drugs and other MASH therapies exists, but REZDIFFRA's combination use and first-mover advantage mitigate these risks. Analysts project $515M in 2025 sales, driven by Medicare coverage, low market penetration, and European launch, making MDGL stock a STRONG BUY. Despite volatility and buyout speculation, Madrigal's commanding position in MASH supports a 12-month price target of $455/share. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Fast Drug Launch For Madrigal Pharmaceuticals Brings Buyout Discussion
Summary Rezdiffra's strong launch has been confirmed by robust sales in the first two quarters, even though it may have only been used in 2% of its current target patient population. Competitors with MASH therapies like NVO, SGMT, ALT and Boehringer Ingelheim are making progress, although the possibility of combinations could limit any downside for MDGL. There is ongoing discussion about a potential buyout, adding another layer of interest for investors, and a potential EU launch in H2'25. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
Rezdiffra Gains Traction In NASH As Madrigal Pharmaceuticals Targets European Expansion
Summary Madrigal Pharmaceuticals' Rezdiffra has favorable initial market adoption and FDA approval, positioning it as a foundational therapy for NASH with advanced fibrosis. Broad insurance coverage and allowance for non-invasive testing [NIT] enhance patient accessibility and Rezdiffra’s adoption rate. Competition from Novo Nordisk's Semaglutide poses a market risk, but Rezdiffra’s liver-specific mechanism offers a targeted advantage. MDGL's strategic geographic expansion, particularly EMA approval in Europe, could significantly increase Rezdiffra’s TAM. Despite its cash burn, MDGL's growth and cash reserves provide enough runway. Thus, I maintain my "Buy" rating for MDGL stock. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Madrigal: Why I'm Having Doubts On The Bull Case Ahead Of Q3 Earnings
Summary Madrigal's Rezdiffra, the first FDA-approved drug for MASH, shows promise but faces competition from GLP-1 drugs and financial challenges in launching in Europe. Despite meeting Phase 3 endpoints and early sales success, Madrigal's Q3 earnings will be crucial in determining Rezdiffra's commercial viability and stock performance. The potential for Rezdiffra to achieve blockbuster status is tempered by its high cost and the emerging threat of GLP-1 agonists in the MASH market. Given the uncertainties and competitive landscape, I am downgrading Madrigal from a "Buy" to a "Hold" ahead of Q3 earnings. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
While Madrigal's Rezdiffra Impresses, Great Uncertainties Loom In MASH Market
Summary Madrigal Pharmaceuticals' Q2 2024 revenue from Rezdiffra exceeded expectations at $14.6 million. The company's SG&A expenses surged to $105.4 million, reflecting launch activities. Over 2,000 patients are currently on Rezdiffra, with broad insurance coverage. I recommend selling Madrigal Pharmaceuticals due to significant uncertainties and competitive pressures. Read the full article on Seeking AlphaSeeking Alpha • Jun 09
Madrigal May Not Be Able To Shrug GLP-1 Drugs For Long
Summary Eli Lilly's tirzepatide shows potential in resolving metabolic dysfunction-associated steatohepatitis without worsening fibrosis. GLP-1 drugs pose a serious threat to Madrigal's Rezdiffra, potentially dominating the MASH market. Madrigal's financial health is stable with sufficient funding for the launch of Rezdiffra, but profitability and market prospects remain uncertain. Despite its market position, Madrigal faces substantial risks, leading to a sell recommendation. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$309m |
| Dec 31 2025 | US$19m | US$919k | -US$288m |
| Sep 30 2025 | n/a | n/a | -US$289m |
| Jun 30 2025 | n/a | n/a | -US$282m |
| Mar 31 2025 | n/a | n/a | -US$392m |
| Dec 31 2024 | US$12m | US$890k | -US$466m |
| Sep 30 2024 | n/a | n/a | -US$519m |
| Jun 30 2024 | n/a | n/a | -US$510m |
| Mar 31 2024 | n/a | n/a | -US$444m |
| Dec 31 2023 | US$33m | US$275k | -US$374m |
Rémunération vs marché: La rémunération totale de Bill ($USD 19.21M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).
Rémunération et revenus: La rémunération de Bill a augmenté alors que l'entreprise n'est pas rentable.
PDG
Bill Sibold (59 yo)
2.7yrs
Titularisation
US$19,206,341
Compensation
Mr. William J. Sibold, also known as Bill, serves as Chief Executive Officer, President and Director at Madrigal Pharmaceuticals, Inc. since September 8, 2023. Mr. Sibold joined Madrigal Pharmaceuticals, I...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 2.7yrs | US$19.21m | 0.46% $ 54.8m | |
| Founder | 14.7yrs | US$6.87m | 1.91% $ 228.1m | |
| Executive VP & CFO | 2.2yrs | US$6.09m | pas de données | |
| Executive VP | 1.8yrs | US$5.18m | 0.0079% $ 940.9k | |
| Executive VP & Chief Commercial Officer | 2.5yrs | US$5.44m | 0.0019% $ 220.6k | |
| Executive VP & Chief Medical Officer | 1.1yrs | US$9.19m | 0.048% $ 5.7m | |
| Executive Vice President of Business Planning & Operations | 1.6yrs | pas de données | pas de données | |
| Senior VP & Chief Accounting Officer | less than a year | pas de données | pas de données | |
| Executive VP & Chief Information Officer | 2.5yrs | pas de données | pas de données | |
| Chief Investor Relations Officer | 2.3yrs | pas de données | pas de données | |
| Executive VP & Chief Human Resources Officer | 2.3yrs | pas de données | pas de données | |
| Senior Vice President of Clinical & Technical Operations | no data | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MDGL est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 2.7yrs | US$19.21m | 0.46% $ 54.8m | |
| Founder | 9.8yrs | US$6.87m | 1.91% $ 228.1m | |
| Independent Chairman of the Board | 2.9yrs | US$503.40k | 0.013% $ 1.6m | |
| Independent Director | 1.2yrs | US$761.74k | pas de données | |
| Director | 9.8yrs | US$469.15k | 4.14% $ 493.5m | |
| Independent Director | 9.8yrs | US$494.90k | 0.12% $ 14.0m | |
| Independent Director | 6.9yrs | US$477.02k | 0.0052% $ 620.1k | |
| Independent Director | less than a year | US$613.10k | pas de données | |
| Independent Director | 2.9yrs | US$494.90k | 0.013% $ 1.6m |
2.9yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la MDGL n'est pas considéré comme expérimenté ( 2.9 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 22:44 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/03/31 |
| 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 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
Madrigal Pharmaceuticals, Inc. est couverte par 28 analystes. 15 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 |
| Matthew Luchini | BMO Capital Markets Equity Research |
| Jason Zemansky | BofA Global Research |