Alector (ALEC) Panoramica del titolo
Alector, Inc. è una società di biotecnologie in fase clinica che sviluppa terapie per contrastare la progressione della neurodegenerazione negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 0/6 |
ALEC Community Fair Values
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Analyst Price Targets
Concorrenti di Alector, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$2.36 |
| Massimo di 52 settimane | US$3.40 |
| Minimo di 52 settimane | US$1.09 |
| Beta | 0.58 |
| Variazione di 1 mese | 54.25% |
| Variazione a 3 mesi | 6.79% |
| Variazione di 1 anno | -6.35% |
| Variazione a 3 anni | -60.00% |
| Variazione a 5 anni | -91.33% |
| Variazione dall'IPO | -86.89% |
Notizie e aggiornamenti recenti
Articolo di analisi • Aug 12
Industry Analysts Just Upgraded Their Alector, Inc. (NASDAQ:ALEC) Revenue Forecasts By 60%
Shareholders in Alector, Inc. ( NASDAQ:ALEC ) may be thrilled to learn that the analysts have just delivered a major...
Aggiornamento narrativa • Aug 08
ALEC: Tau Readthroughs Will Support Future Neurodegeneration Upside Despite Partnership Setbacks
Analysts have raised their price target on Alector to $3.63 from $3.10, pointing to updated fair value assumptions and readthrough from recent tau pathology data that they see as supportive for the company's MAPT-focused programs. What's in the News Alector had been developing investigational progranulin-elevating monoclonal antibodies latozinemab and nivisnebart under a collaboration and license agreement with Glaxo Wellcome UK Limited, a GSK company, signed on July 1, 2021 and amended on May 19, 2023.Seeking Alpha • Jul 09
GSK Walks Away From Alector - Pipeline Reset Story Begins
Summary Alector faces a strategic reset after GSK’s termination of their neuroscience collaboration, shifting the investment case to its internal pipeline. With GSK’s exit, ALEC loses up to $1.5B in milestone potential and significant non-dilutive funding, compressing valuation multiples and increasing dilution risk. ALEC’s financial runway extends into FY27 with $206.5M cash, but future capital needs may accelerate if pipeline investment ramps up. The pipeline’s value now centers on the ABC platform and AL037/AL137, with the next major catalyst being an IND submission targeted for early 2027. Read the full article on Seeking AlphaRecent updates
Articolo di analisi • Aug 12
Industry Analysts Just Upgraded Their Alector, Inc. (NASDAQ:ALEC) Revenue Forecasts By 60%
Shareholders in Alector, Inc. ( NASDAQ:ALEC ) may be thrilled to learn that the analysts have just delivered a major...Aggiornamento narrativa • Aug 08
ALEC: Tau Readthroughs Will Support Future Neurodegeneration Upside Despite Partnership Setbacks
Analysts have raised their price target on Alector to $3.63 from $3.10, pointing to updated fair value assumptions and readthrough from recent tau pathology data that they see as supportive for the company's MAPT-focused programs. What's in the News Alector had been developing investigational progranulin-elevating monoclonal antibodies latozinemab and nivisnebart under a collaboration and license agreement with Glaxo Wellcome UK Limited, a GSK company, signed on July 1, 2021 and amended on May 19, 2023.Seeking Alpha • Jul 09
GSK Walks Away From Alector - Pipeline Reset Story Begins
Summary Alector faces a strategic reset after GSK’s termination of their neuroscience collaboration, shifting the investment case to its internal pipeline. With GSK’s exit, ALEC loses up to $1.5B in milestone potential and significant non-dilutive funding, compressing valuation multiples and increasing dilution risk. ALEC’s financial runway extends into FY27 with $206.5M cash, but future capital needs may accelerate if pipeline investment ramps up. The pipeline’s value now centers on the ABC platform and AL037/AL137, with the next major catalyst being an IND submission targeted for early 2027. Read the full article on Seeking AlphaAggiornamento narrativa • Jun 17
ALEC: Tau Readthroughs And BBB Platform Will Drive Future Neurodegeneration Upside
Analysts increased their price target on Alector stock by $1.10, citing renewed confidence in the company's neurodegeneration pipeline after recent tau-pathology data in Alzheimer's supported the broader MAPT mechanism and reinforced prior upgrades from multiple firms. Analyst Commentary Analysts are framing the latest Alector stock move within a broader shift in sentiment toward tau-targeting therapies in Alzheimer's, with recent trial data in the field feeding directly into how they think about the company's valuation potential and execution risks.
Aggiornamento narrativa • Jun 03
ALEC: BBB Shuttle Pivot And Tau Readthrough Will Reset Neurodegeneration Prospects
Analysts have raised Alector's price target by $1.10 to $6.00, citing increased confidence in its shift toward blood brain barrier shuttle therapeutics and positive readthrough from recent tau pathology data in Alzheimer's research. Analyst Commentary Bullish analysts are framing recent industry data as a tailwind for Alector, especially after tau pathology results in Alzheimer's research supported the broader MAPT field.Aggiornamento narrativa • May 17
ALEC: Tau Readthroughs And BBB Shuttle Platform Will Drive Neurodegeneration Upside
Analysts nudged their price target framework for Alector higher, with fair value moving from $2.88 to $3.10, citing stronger confidence in the tau-targeting opportunity in neurodegeneration. This follows recent readthroughs from Biogen's CELIA data and a series of positive rating changes on the stock.Aggiornamento narrativa • Apr 30
ALEC: BBB Shuttle Refocus And Upgrades Will Drive Neurodegeneration Upside
Analysts have raised their average price target on Alector by $3 to $6, citing renewed confidence in the company’s focus on novel BBB-shuttle therapeutics and its potential role in neurodegeneration research following recent upgrades from multiple firms. Analyst Commentary Recent research notes focus on Alector's pivot toward BBB shuttle based therapeutics and how that shift frames the risk and reward profile after the frontotemporal dementia trial outcome.Aggiornamento narrativa • Apr 15
ALEC: BBB Shuttle Refocus And Cash Runway Will Support Neurodegeneration Reset
The analyst fair value estimate for Alector has increased from $5.00 to $6.00. Analysts attribute this revision to recent upgrades and the company’s focus on novel BBB-shuttle therapeutics in neurodegeneration, which they identify as key drivers of the updated $6 price target.Aggiornamento narrativa • Apr 01
ALEC: BBB Shuttle Refocus Will Shape Neurodegeneration Upside Potential
Analysts have lifted Alector's average price target, with moves such as BTIG's shift to a $6 target and Morgan Stanley's adjustment to $0.90, reflecting growing focus on the BBB-shuttle program and a cleaner story after the frontotemporal dementia setback. Analyst Commentary Recent Street research on Alector highlights a split view, with some analysts becoming more constructive on the refocused pipeline and others staying cautious on the overall risk profile and valuation support.Aggiornamento narrativa • Mar 18
ALEC: BBB Shuttle Pivot And Patent Cliff Tailwinds Will Shape Outlook
Analysts have lifted their price targets on Alector, with one firm moving to a $6 target and another to $0.90. They cited the company’s renewed focus on novel BBB shuttle therapeutics and reduced uncertainty after its frontotemporal dementia trial setback.Aggiornamento narrativa • Mar 03
ALEC: Patent Cliff Tailwinds And Capital Production Potential Will Shape Outlook
Analysts have raised their price target on Alector to $0.90 from $0.75, citing expectations that U.S. small and mid cap biotech companies could transition from being capital consumers to capital producers as large cap biopharma faces a patent cliff. Analyst Commentary Recent commentary around Alector focuses on how the company fits into a broader view that some U.S. small and mid cap biotech names could move from relying on external funding to generating their own cash over time, especially as larger biopharma peers approach a patent cliff.Aggiornamento narrativa • Feb 17
ALEC: Sector Tailwinds From Patent Cliffs Will Support Future Upside Potential
Analysts have raised their price target on Alector shares to $0.90 from $0.75, citing expectations that select U.S. small and mid cap biotech names could gradually generate more cash as larger biopharma peers manage upcoming patent expirations. Analyst Commentary Recent research commentary ties the new US$0.90 price target for Alector shares to broader expectations around U.S. small and mid cap biotech companies and how they may perform as a group.Aggiornamento narrativa • Feb 03
ALEC: Sector Tailwinds And Deal Optionality Will Shape Measured Future Upside
Analysts have nudged their view on Alector higher, with the consensus price target moving from US$0.75 to US$0.90. This reflects expectations that U.S. small and mid cap biotech could benefit as more commercial names start generating cash while large cap pharma deals with a potential patent cliff.Articolo di analisi • Jan 22
There's No Escaping Alector, Inc.'s (NASDAQ:ALEC) Muted Revenues Despite A 32% Share Price Rise
The Alector, Inc. ( NASDAQ:ALEC ) share price has done very well over the last month, posting an excellent gain of 32...Aggiornamento narrativa • Jan 19
ALEC: Cost Cuts And Early Pipeline Optionality Will Support Long-Term Upside
Analysts nudged Alector's fair value estimate higher, alongside a modestly lower discount rate and slightly improved long term profit margin assumptions, reflecting recent price target moves such as Morgan Stanley's increase to $0.90, despite a series of rating downgrades following the latozinemab Phase 3 setback. Analyst Commentary Recent Street research on Alector is mixed, with some price targets adjusted while ratings generally move more cautious following the latozinemab Phase 3 results and subsequent pipeline reset.Aggiornamento narrativa • Jan 05
ALEC: Cash Runway To 2027 Will Support Leaner Pipeline Reset
Analysts cut Alector's price expectations sharply, with recent downgrades to Neutral or Hold and price targets reduced to as low as US$1.50 after the latozinemab Phase 3 miss, along with concerns about high cash burn and limited near term catalysts. Analyst Commentary Recent commentary has shifted to a more cautious tone after the latozinemab Phase 3 setback, with multiple firms moving to Neutral or Hold ratings and, in one case, cutting the price target to US$1.50 from US$3.50.Aggiornamento narrativa • Dec 18
ALEC: Cash Runway To 2027 Will Support Early Pipeline Upside Potential
Narrative Update on Alector The analyst price target for Alector has been cut sharply from about $10.00 to $5.00. Analysts cite failed Phase 3 data for latozinemab, the termination of that program, a dearth of near term catalysts, and elevated risk and valuation for the earlier stage pipeline.Aggiornamento narrativa • Dec 04
ALEC: Cost Cuts And Early Pipeline Will Drive Long-Term Upside
Alector's analyst price target has been cut sharply, with analysts now valuing the shares around $1.50 versus prior expectations near $3.50, as they factor in failed Phase 3 data for latozinemab, limited near term catalysts, and the early stage nature of the remaining pipeline. Analyst Commentary Analysts broadly view the failed Phase 3 INFRONT-3 trial and termination of the latozinemab program as a major negative inflection point for Alector, prompting multiple rating downgrades and a reset in valuation expectations.Aggiornamento narrativa • Nov 20
ALEC: Pipeline Progress And Cost Cuts Will Drive Upside After 49% Layoff
Alector's analyst price target has dropped significantly, decreasing from $2.20 to $2.05 per share. Analysts cite disappointment over negative late-stage data and elevated risk across its pipeline.Aggiornamento narrativa • Nov 06
ALEC: Cash Preservation and Pipeline Progress Will Drive Upside After 49% Workforce Cut
Alector's analyst price target was sharply reduced from $3.50 to $1.50, as analysts cited the failure of the INFRONT-3 trial, a lack of near-term catalysts, and elevated development risks for the company's early-stage pipeline. Analyst Commentary Following the failed outcome of Alector's INFRONT-3 trial for latozinemab, analysts have re-evaluated the company's prospects.Aggiornamento narrativa • Oct 23
Analysts Cut Alector Price Target as Latozinemab Failure Drives Valuation Shift
Alector’s analyst price target has been sharply reduced from $3.83 to $2.20 per share, as analysts lower expectations following the failure of its key latozinemab program and note limited near-term catalysts. Analyst Commentary Following the recent failure of Alector's latozinemab program and subsequent analyst downgrades, research notes have provided further insights into both optimistic and cautious perspectives surrounding the company’s outlook.Articolo di analisi • Sep 16
Alector, Inc.'s (NASDAQ:ALEC) Shares Bounce 32% But Its Business Still Trails The Industry
Despite an already strong run, Alector, Inc. ( NASDAQ:ALEC ) shares have been powering on, with a gain of 32% in the...Aggiornamento narrativa • Sep 03
Breakthrough CNS Treatments Will Reshape Neurodegenerative Care
Alector’s consensus price target and future P/E multiple have both declined significantly, indicating more cautious growth expectations, resulting in a lower fair value estimate of $3.83. What's in the News Alector updated its 2025 collaboration revenue guidance to between $13 million and $18 million.Aggiornamento narrativa • Aug 15
Breakthrough CNS Treatments Will Reshape Neurodegenerative Care
With no change in the discount rate or net profit margin, Alector’s consensus analyst price target remained stable at $4.51. What's in the News Alector updated its 2025 collaboration revenue guidance to $13 million–$18 million.Articolo di analisi • Aug 13
This Just In: Analysts Are Boosting Their Alector, Inc. (NASDAQ:ALEC) Outlook for This Year
NasdaqGS:ALEC 1 Year Share Price vs Fair Value Explore Alector's Fair Values from the Community and select yours...Articolo di analisi • Jul 24
Alector, Inc.'s (NASDAQ:ALEC) Shares Bounce 29% But Its Business Still Trails The Industry
Despite an already strong run, Alector, Inc. ( NASDAQ:ALEC ) shares have been powering on, with a gain of 29% in the...Articolo di analisi • May 11
US$5.26 - That's What Analysts Think Alector, Inc. (NASDAQ:ALEC) Is Worth After These Results
Last week, you might have seen that Alector, Inc. ( NASDAQ:ALEC ) released its quarterly result to the market. The...Articolo di analisi • May 05
Alector, Inc. (NASDAQ:ALEC) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
Those holding Alector, Inc. ( NASDAQ:ALEC ) shares would be relieved that the share price has rebounded 27% in the last...
Nuova narrativa • Apr 03
ABC Platform And Latozinemab Trial Will Yield Mixed Prospects
Alector's ABC platform and late-stage trials, like those for latozinemab, could significantly boost revenue if successful, addressing unmet medical needs.Articolo di analisi • Mar 21
Alector, Inc. (NASDAQ:ALEC) Not Doing Enough For Some Investors As Its Shares Slump 26%
The Alector, Inc. ( NASDAQ:ALEC ) share price has fared very poorly over the last month, falling by a substantial 26...Seeking Alpha • Mar 13
Alector: Q4 Of 2025 FTD-GRN Treatment Data Is Important Inflection Point
Summary Alector, Inc. failed to meet the primary endpoint of the phase 2 INVOKE-2 study using AL002 for the treatment of patients with early-stage Alzheimer's Disease. Topline data from the phase 3 INFRONT-3 study, using latozinemab for the treatment of patients with Frontotemporal dementia with progranulin mutation, expected Q4 of 2025. Completion of enrollment of phase 2 PROGRESS-AD study, using AL101 for the treatment of patients with early-stage Alzheimer's Disease, expected mid-2025. The global Alzheimer's Disease market is expected to reach $6.3 billion by 2034. Read the full article on Seeking AlphaArticolo di analisi • Mar 01
Earnings Update: Alector, Inc. (NASDAQ:ALEC) Just Reported And Analysts Are Trimming Their Forecasts
Alector, Inc. ( NASDAQ:ALEC ) just released its full-year report and things are looking bullish. The results were...Articolo di analisi • Dec 23
The Market Doesn't Like What It Sees From Alector, Inc.'s (NASDAQ:ALEC) Revenues Yet As Shares Tumble 53%
Unfortunately for some shareholders, the Alector, Inc. ( NASDAQ:ALEC ) share price has dived 53% in the last thirty...Articolo di analisi • Nov 28
Need To Know: Analysts Just Made A Substantial Cut To Their Alector, Inc. (NASDAQ:ALEC) Estimates
The analysts covering Alector, Inc. ( NASDAQ:ALEC ) delivered a dose of negativity to shareholders today, by making a...Seeking Alpha • Nov 28
Alector: Bleak Prospects After Alzheimer's Failure
Summary Alector's Phase 2 trial for AL002 in early Alzheimer's disease failed, causing a +30% stock drop and raising doubts about TREM2 as a viable target. The company has significant cash reserves but faces high cash burn, with no immediate catalysts and uncertain prospects for its remaining pipeline. Alector's next major readout is for AL101 in frontotemporal dementia, expected by late 2025 or early 2026. Given the cash burn, long wait for data, and mixed results on AL101 so far, I rate Alector as a Sell. Read the full article on Seeking AlphaArticolo di analisi • Oct 24
Alector, Inc.'s (NASDAQ:ALEC) Business And Shares Still Trailing The Industry
With a price-to-sales (or "P/S") ratio of 8.2x Alector, Inc. ( NASDAQ:ALEC ) may be sending bullish signals at the...Articolo di analisi • Sep 26
We Think Alector (NASDAQ:ALEC) Needs To Drive Business Growth Carefully
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Rendimenti per gli azionisti
| ALEC | US Biotechs | US Mercato | |
|---|---|---|---|
| 7D | 20.4% | 6.9% | -1.5% |
| 1Y | -6.3% | 45.3% | 17.9% |
Ritorno vs Industria: ALEC ha avuto una performance inferiore rispetto al US Biotechs che ha registrato un rendimento 45.3 % nell'ultimo anno.
Rendimento vs Mercato: ALEC ha avuto una performance inferiore al mercato US che ha registrato un rendimento 17.9 % nell'ultimo anno.
Volatilità dei prezzi
| ALEC volatility | |
|---|---|
| ALEC Average Weekly Movement | 14.5% |
| Biotechs Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ALEC è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 15% ) di ALEC è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2013 | 103 | Arnon Rosenthal | www.alector.com |
Alector, Inc. è una società di biotecnologie in fase clinica che sviluppa terapie per contrastare la progressione della neurodegenerazione negli Stati Uniti. La sua pipeline comprende Nivisnebart, un anticorpo monoclonale ricombinante umano in fase di sperimentazione per il trattamento di malattie neurodegenerative prevalenti; AL137, un anticorpo anti-amiloide beta accoppiato in fase di sviluppo preclinico per il potenziale trattamento del morbo di Alzheimer; e AL050, una terapia sostitutiva dell'enzima GCase in fase di sviluppo preclinico per il potenziale trattamento del morbo di Parkinson e della demenza a corpi di Lewy in pazienti con mutazioni del gene GBA1. L'azienda sviluppa anche la sua pipeline preclinica e di ricerca che comprende AL064, un siRNA tau per la malattia di Alzheimer e altre tauopatie; ADP062-ABC, un siRNA alfa-sinucleina per la malattia di Parkinson; e ADP065-ABC, un siRNA NLRP3 per le patologie neurodegenerative.
Alector, Inc. Riepilogo dei fondamenti
| ALEC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$252.34m |
| Utili (TTM) | -US$117.85m |
| Ricavi(TTM) | US$13.86m |
19.0x
Rapporto P/S-2.2x
Rapporto P/EALEC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ALEC Conto economico (TTM) | |
|---|---|
| Ricavi | US$13.86m |
| Costo del fatturato | US$99.13m |
| Profitto lordo | -US$85.27m |
| Altre spese | US$32.59m |
| Utili | -US$117.85m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -1.06 |
| Margine lordo | -615.07% |
| Margine di profitto netto | -850.13% |
| Rapporto debito/patrimonio netto | -98.8% |
Come si è comportato ALEC nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/21 10:50 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Alector, Inc. è coperta da 12 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Alec Stranahan | BofA Global Research |
| Thomas Shrader | BTIG |
| Pete Stavropoulos | Cantor Fitzgerald & Co. |