MacroGenics Gestion
Gestion contrôle des critères 2/4
Le PDG MacroGenics est Eric Risser, nommé en Aug2025, a un mandat de 1.08 ans. La rémunération annuelle totale est $ 2.08M, composée du salaire de 27% et des bonus 73%, y compris les actions et options de la société. détient directement 0.12% des actions de la société, d'une valeur de $ 319.47K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.5 ans et 5.6 ans.
Informations clés
Eric Risser
Directeur général
US$2.1m
Rémunération totale
| Pourcentage du salaire du PDG | 27.01% |
| Durée du mandat du directeur général | 1.1yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 1.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.6yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Sep 09
MacroGenics: Inexpensive ADC/TCE Biotech With Multiple Catalysts Ahead
Summary Positive risk/reward with MacroGenics trading at a discount to its $327 million cash position or $5.15/share. Differentiated pipeline includes antibody drug conjugates (ADC), T-cell engagers (TCE), and lorigerlimab, with multiple near-term catalysts to drive potential upside. Gilead’s recent activity on multiple TCEs and MacroGenics' negative enterprise value suggest partnership is under appreciated & undervalued. Upcoming data for MGC026 & lorigerlimab at ESMO 2026, MGC028 in late 2026, plus recent index inclusion could catalyze institutional interest. Potential $2.4 billion in milestones plus royalties from Gilead, Sanofi, TerSera, and Incyte partnerships may add to MGNX's impressive $900 million in non-dilutive funding since 2021. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 03
MGNX: Bispecific Collaboration And Antibody Drug Conjugate Progress Will Drive Upside
Analysts have lifted their fair value estimate for MacroGenics from $6.75 to $8.00, citing recent price target increases and the view that the company’s cash position helps limit downside while its pipeline remains an additional source of potential upside. What’s in the News for MacroGenics Gilead Sciences exercised its option under the 2022 collaboration agreement to obtain an exclusive license for a preclinical bispecific program using MacroGenics’ TRIDENT platform, which triggers a US$10 million payment to MacroGenics.
Mise à jour du récit • Aug 16
MGNX: Bispecific And Antibody Drug Conjugate Pipeline Will Drive Repricing
Analysts have raised their fair value estimate for MacroGenics from $9.00 to $11.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for MacroGenics Gilead Sciences exercised its option to obtain an exclusive license for a preclinical bispecific program under the 2022 collaboration agreement with MacroGenics.
Mise à jour du récit • Jun 23
MGNX: Tubulus Deal Optimism Will Likely Outpace Real Execution Progress
Analysts have raised their price target on MacroGenics by $2, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margin, and future P/E following recent research and deal commentary. Analyst Commentary Recent research on MacroGenics reflects a mix of interest in the story and caution around what is already priced into the stock.Mise à jour du récit • Jun 05
MGNX: Antibody Drug Conjugate Data And Deals Will Drive Future Upside
Narrative Update: MacroGenics Analysts have raised their price targets on MacroGenics by $1 to $2, citing updated views on the company's antibody drug conjugate potential and recent deal activity as key reasons for the higher valuation outlook. Analyst Commentary Recent Street research on MacroGenics has focused on price target changes, rating shifts and the role of the antibody drug conjugate pipeline in shaping expectations for future execution and potential valuation outcomes.Mise à jour du récit • May 21
MGNX: Antibody Drug Conjugate Progress Will Drive Future Upside Potential
Analysts have lifted their price target on MacroGenics to $6.75 from $3.75, citing updated assumptions on revenue trends, profitability and a lower expected P/E multiple, as well as recent positive research following the Tubulis deal and ongoing antibody drug conjugate progress. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets as a reflection of updated assumptions on revenue trends and profitability, suggesting they see the current valuation as more aligned with their revised models.Mise à jour du récit • Apr 26
MGNX: Antibody Drug Conjugate Pipeline And 2026 Data Will Drive Repricing
Narrative Update on MacroGenics Analysts have raised their price targets on MacroGenics by $2 to $4. They cite updated revenue assumptions and interest in the company’s antibody drug conjugate pipeline as key factors behind the change.Mise à jour du récit • Apr 12
MGNX: Antibody Drug Conjugate Pipeline And Tubulus Deal Will Drive Repricing
Analysts raised their price target for MacroGenics from $5.00 to $9.00, citing updated assumptions for potential revenue growth, slightly higher profit margins, a lower discount rate and recent positive sentiment following the Tubulus deal and the outlook for antibody-drug conjugate data. Analyst Commentary Bullish analysts are pointing to recent research updates as a sign that expectations for MacroGenics are shifting toward a more constructive view, with price targets and ratings adjusted to reflect changing assumptions around future execution and potential revenue streams.Article d’analyse • Jan 06
There's No Escaping MacroGenics, Inc.'s (NASDAQ:MGNX) Muted Revenues Despite A 26% Share Price Rise
MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...Mise à jour du récit • Sep 25
LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks
The consensus analyst price target for MacroGenics increased to $3.75, primarily reflecting a higher expected future P/E multiple despite a decline in net profit margin. What's in the News Eric Risser appointed Chief Executive Officer, succeeding long-time CEO Scott Koenig; Risser has extensive company and industry experience, having led corporate development efforts that generated $1.6 billion in non-dilutive capital.Article d’analyse • Sep 08
MacroGenics, Inc.'s (NASDAQ:MGNX) Share Price Boosted 30% But Its Business Prospects Need A Lift Too
MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders would be excited to see that the share price has had a great month...Mise à jour du récit • Aug 16
LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks
Despite an improving net profit margin and a sharply lower future P/E multiple reflecting more attractive valuation, the consensus analyst price target for MacroGenics has been notably reduced from $4.20 to $3.40. What's in the News Eric Risser appointed CEO, succeeding longtime leader Scott Koenig; Risser brings significant operational and business development experience, including generating over $1.6 billion in non-dilutive capital for the company.Article d’analyse • Jul 24
MacroGenics, Inc. (NASDAQ:MGNX) Surges 37% Yet Its Low P/S Is No Reason For Excitement
MacroGenics, Inc. ( NASDAQ:MGNX ) shares have had a really impressive month, gaining 37% after a shaky period...Article d’analyse • May 21
Analyst Forecasts For MacroGenics, Inc. (NASDAQ:MGNX) Are Surging Higher
MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders will have a reason to smile today, with the analysts making substantial...Article d’analyse • Apr 14
MacroGenics, Inc. (NASDAQ:MGNX) Looks Inexpensive After Falling 42% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the MacroGenics, Inc. ( NASDAQ:MGNX ) share price has dived 42% in the last thirty...
Nouveau récit • Apr 02
LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks
Future revenue growth potential hinges on successful trial outcomes and product approvals in ongoing and upcoming clinical studies.Article d’analyse • Feb 28
MacroGenics, Inc. (NASDAQ:MGNX) Not Doing Enough For Some Investors As Its Shares Slump 26%
Unfortunately for some shareholders, the MacroGenics, Inc. ( NASDAQ:MGNX ) share price has dived 26% in the last thirty...Seeking Alpha • Feb 27
MacroGenics: Stacking Up A Lot Of Headwinds... But It's Fallen Too Far
Summary MacroGenics' valuation has declined due to continued bad news in 2024, impacting market sentiment. MGNX holds $179.6M in cash and equivalents, with a sustainable cash burn rate for up to 5 years. Sale of the margetuximab franchise poises the company for further financial stability. Operating expenses are expected to rise as clinical programs advance, with management projecting a cash runway into 2026. I think this is a conservative estimate. Although a lot has changed, I think these price levels are attractive for a tentative investment based on catalysts I anticipate in 2025 and beyond. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
MacroGenics: A Productive Biotech With Growing Potential - Still Not A Buy
Summary MacroGenix was previously rated as a "Hold" due to uncertain revenue streams and high annual expenses of ~$300 million. Since the initial rating, MacroGenix's stock has dropped approximately 33%, reflecting ongoing financial challenges. The company's reliance on episodic milestones and minimal product revenues makes it unattractive for new investors. Existing investors might accept the risk, but the current financial outlook remains unattractive for prospective buyers. Read the full article on Seeking AlphaArticle d’analyse • Aug 01
Party Time: Brokers Just Made Major Increases To Their MacroGenics, Inc. (NASDAQ:MGNX) Earnings Forecasts
MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders will have a reason to smile today, with the analysts making substantial...Article d’analyse • Jul 30
MacroGenics, Inc.'s (NASDAQ:MGNX) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...Article d’analyse • Jul 12
We're A Little Worried About MacroGenics' (NASDAQ:MGNX) Cash Burn Rate
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Article d’analyse • May 13
MacroGenics, Inc.'s (NASDAQ:MGNX) 81% Dip In Price Shows Sentiment Is Matching Revenues
MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders that were waiting for something to happen have been dealt a blow with a...Seeking Alpha • May 13
MacroGenics: Strong Likelihood Bad News Has Caused Overreaction (Rating Upgrade)
Summary Macrogenics' stock valuation has dropped over 70% after its first quarter update, creating a new opportunity for investors. The spotlight is on their product vobramitamab duocarmazine, and the phase 2 TAMARACK trial. Macrogenics has between 4 and 5 quarters of cash and investments on hand. Read the full article on Seeking AlphaSeeking Alpha • Apr 05
MacroGenics: Positive Safety Update Leads To Two Major Inflection Points In 2024
Summary Positive safety update released from phase 2 TAMARACK study, using vobra duo for the treatment of patients with metastatic castration-resistant prostate cancer. Updates to interim data from the phase 2 TAMARACK study expected by May 31st of 2024. Radiographic progression-free survival data from the phase 2 TAMARACK study, expected by fall of 2024. The global prostate cancer market size is estimated to reach $27.51 billion by 2032. Read the full article on Seeking AlphaArticle d’analyse • Feb 28
MacroGenics, Inc. (NASDAQ:MGNX) Surges 27% Yet Its Low P/S Is No Reason For Excitement
Despite an already strong run, MacroGenics, Inc. ( NASDAQ:MGNX ) shares have been powering on, with a gain of 27% in...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$101m |
| Mar 31 2026 | n/a | n/a | -US$74m |
| Dec 31 2025 | US$2m | US$562k | -US$75m |
| Sep 30 2025 | n/a | n/a | -US$83m |
| Jun 30 2025 | n/a | n/a | -US$44m |
| Mar 31 2025 | n/a | n/a | -US$57m |
| Dec 31 2024 | n/a | n/a | -US$67m |
| Sep 30 2024 | n/a | n/a | -US$98m |
| Jun 30 2024 | n/a | n/a | -US$136m |
| Mar 31 2024 | n/a | n/a | -US$23m |
| Dec 31 2023 | n/a | n/a | -US$9m |
| Sep 30 2023 | n/a | n/a | US$50m |
| Jun 30 2023 | n/a | n/a | US$7m |
| Mar 31 2023 | n/a | n/a | -US$91m |
| Dec 31 2022 | US$2m | US$461k | -US$120m |
| Sep 30 2022 | n/a | n/a | -US$191m |
| Jun 30 2022 | n/a | n/a | -US$219m |
| Mar 31 2022 | n/a | n/a | -US$217m |
| Dec 31 2021 | US$2m | US$428k | -US$202m |
| Sep 30 2021 | n/a | n/a | -US$146m |
| Jun 30 2021 | n/a | n/a | -US$129m |
| Mar 31 2021 | n/a | n/a | -US$136m |
| Dec 31 2020 | US$1m | US$431k | -US$130m |
| Sep 30 2020 | n/a | n/a | -US$158m |
| Jun 30 2020 | n/a | n/a | -US$167m |
| Mar 31 2020 | n/a | n/a | -US$152m |
| Dec 31 2019 | US$2m | US$388k | -US$152m |
Rémunération vs marché: La rémunération totale de Eric ($USD 2.08M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 1.62M ).
Rémunération et revenus: La rémunération de Eric a augmenté alors que l'entreprise n'est pas rentable.
PDG
Eric Risser (53 yo)
1.1yrs
Titularisation
US$2,078,854
Compensation
Mr. Eric Blasius Risser is President, Chief Executive Officer and Director at MacroGenics, Inc. since August 13, 2025. He served as Chief Operating Officer at MacroGenics, Inc. since February 22, 2022 unti...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 1.1yrs | US$2.08m | 0.12% $ 319.5k | |
| Senior VP & CFO | 18.3yrs | US$1.15m | 0.32% $ 853.0k | |
| Senior VP of Research & Chief Scientific Officer | 10yrs | US$1.22m | 0.29% $ 769.2k | |
| Vice President of Technical Operations | less than a year | pas de données | pas de données | |
| Senior VP | 9.3yrs | pas de données | 0% $ 0 | |
| Senior Vice President of Human Resources | no data | pas de données | pas de données | |
| Senior Vice President of Business Development & Portfolio Planning | 1.1yrs | pas de données | pas de données | |
| Vice President & Interim Head of Clinical Development | 1.2yrs | pas de données | pas de données | |
| VP, Controller & Treasurer | 1.8yrs | pas de données | 0.020% $ 52.9k |
1.5yrs
Durée moyenne de l'emploi
58.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MGNX n'est pas considérée comme expérimentée (ancienneté moyenne 1.5 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 1.1yrs | US$2.08m | 0.12% $ 319.5k | |
| Independent Director | 13yrs | US$95.86k | 0.023% $ 61.1k | |
| Independent Director | 5.6yrs | US$110.48k | 0.023% $ 61.1k | |
| Independent Director | 21.9yrs | US$85.86k | 0.075% $ 198.0k | |
| Independent Director | 3.7yrs | US$85.86k | 0.023% $ 61.1k | |
| Director | 25yrs | US$969.84k | 2.3% $ 6.1m | |
| Independent Chairman of the Board | 4.3yrs | US$145.03k | 0.18% $ 475.1k | |
| Independent Director | 3.7yrs | US$80.22k | 0.023% $ 61.1k | |
| Independent Director | 9.7yrs | US$81.91k | 0.023% $ 61.1k |
5.6yrs
Durée moyenne de l'emploi
66yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de MGNX sont considérés comme expérimentés (ancienneté moyenne 5.6 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/20 11:24 |
| Cours de l'action en fin de journée | 2026/09/18 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' 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
MacroGenics, Inc. est couverte par 20 analystes. 6 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 |
|---|---|
| Peter Lawson | Barclays |
| Etzer Darout | Barclays |
| "Etzer Darout | Barclays |