Definium Therapeutics, Inc.

Report azionario NasdaqGS:DFTX

Capitalizzazione di mercato: US$6.1b

Definium Therapeutics Gestione

Criteri Gestione verificati 1/4

Definium Therapeutics Il CEO è Rob Barrow, nominato in Jun2021, e ha un mandato di 5.17 anni. la retribuzione annua totale è $ 12.77M, composta da 5.1% di stipendio e 94.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.1% delle azioni della società, per un valore di $ 66.89M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 4.8 anni.

Informazioni chiave

Rob Barrow

Amministratore delegato

US$12.8m

Compenso totale

Percentuale dello stipendio del CEO5.13%
Mandato del CEO5.2yrs
Proprietà del CEO1.1%
Durata media del management1.8yrs
Durata media del Consiglio di amministrazione4.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha Aug 12

Definium Therapeutics: 'Strong Buy' On Positive DT120 ODT Data, Two Indications, And September 2026 Catalyst

Summary Definium Therapeutics remains a 'Strong Buy' following positive phase 3 VOYAGE data for DT120 ODT in generalized anxiety disorder [GAD]. The company's DT120 ODT achieved a statistically significant -5.4 placebo-adjusted reduction in HAM-A score at 12 weeks in GAD, highlighting best-in-class potential. Upcoming catalysts include phase 3 PANORAMA GAD data in September 2026 and ASCEND MDD topline results in 2027. The company is well-capitalized with $1.1B in cash, supporting operations into 2030 and multiple late-stage neuropsychiatric programs. Read the full article on Seeking Alpha
Aggiornamento narrativa Aug 07

DFTX: Phase 3 Mood Disorder Data And Psychedelic Policy Will Shape Returns

Analysts lifted their fair value estimate for Definium Therapeutics to $50, citing a series of higher Street price targets in the $57 to $74 range. These targets reflect increased conviction in DT120 following strong Phase 3 data in major depressive disorder and generalized anxiety disorder, a wider anticipated patient footprint, and a regulatory backdrop that is viewed as more supportive for psychedelic treatments.
Aggiornamento narrativa Jul 24

DFTX: Phase 3 Depression Success Will Recast Psychedelic Treatment Potential

Analysts have raised their fair value estimate for Definium Therapeutics from about $35.23 to roughly $59.47, citing increased confidence in DT120 following Phase 3 major depressive disorder data, as well as a more favorable regulatory stance on psychedelic therapies, as key factors behind the higher price targets across the Street. Analyst Commentary Street commentary on Definium Therapeutics centers on how DT120's Phase 3 data in major depressive disorder feeds into valuation, execution risk, and the broader outlook for psychedelic-based therapies.
Aggiornamento narrativa Jul 10

DFTX: Phase 3 Depression Data Will Drive Repricing Of Psychedelic Franchise

Definium Therapeutics' analyst fair value estimate has moved from about $63.18 to $72.73. This reflects analysts' updated price targets around $57 to $74 after stronger than expected DT120 Phase 3 data in major depressive disorder and generalized anxiety disorder indications, as well as model changes following the recent $805m capital raise.
Aggiornamento narrativa Jun 26

DFTX: Phase 3 Depression Data Will Likely Prove Priced In

Definium Therapeutics' updated fair value estimate has moved from $20.00 to about $35.66 as analysts raise price targets into the $57 to $74 range, citing strong Phase III EMERGE data for DT120 in major depressive disorder and increased confidence in the program across additional indications. Analyst Commentary Recent Street research on Definium Therapeutics centers on the Phase III EMERGE data for DT120 in major depressive disorder, with multiple firms updating their models and adjusting price targets to reflect the reported effect size, durability of response, and safety profile.
Nuova narrativa Apr 02

Phase III Psychedelic Readouts And Breakthrough Status Will Reshape Anxiety And Depression Treatment

Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelics-based medicines for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?
Nuova narrativa Mar 19

Pivotal Phase III Readouts And Breakthrough Status Will Redefine Psychedelic Psychiatry Potential

Catalysts About Definium Therapeutics Definium Therapeutics develops late stage psychedelic based therapies targeting psychiatric and neurodevelopmental disorders. What are the underlying business or industry changes driving this perspective?
Nuova narrativa Mar 04

Psychedelic Trial Setbacks And Costly REMS Model Will Test This Long Term Opportunity

Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelic based treatments for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Apr 21

Mind Medicine: Initiating Hold Rating Due To Regulatory Challenges

Summary Initiating coverage on Mind Medicine with a Hold rating due to regulatory uncertainties around rescheduling Schedule I compounds for medical use. Despite strong cash resources and promising Phase 3 trials, regulatory delays could hinder MNMD's patient access and market entry. The global GAD, MDD, and ASD markets present significant growth opportunities, but MM120 faces competition and unique safety and scheduling issues. Positive Phase 3 outcomes could drive regulatory progress, but until FDA and DEA clear rescheduling, broad patient access and reimbursement remain uncertain. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

MindMed's LSD Anxiety Drug: Revisiting, Rethinking, But Maintaining My 'Hold' Call

Summary Mind Medicine (MindMed) Inc.'s stock has surged over 160% since my October 2022 “Hold” call, driven by positive Phase 2b data for MM120 in treating GAD. Despite financial stability and promising Phase 3 trials, significant hurdles remain, including DEA rescheduling of LSD and FDA approval challenges. The company faces issues with patenting naturally occurring substances and potential reluctance from insurers and physicians to adopt psychedelic therapies. While MindMed shows progress, I remain cautious due to regulatory and commercial obstacles, maintaining my “Hold” rating on MNMD amidst ongoing uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Mind Medicine: Two Pathways Created From One Pipeline Clinical Candidate

Summary Mind Medicine (MindMed) Inc. is advancing MM-120 for GAD with two phase 3 trials, VOYAGE and PANORAMA, starting in late 2024 and early 2025. MM-120 is also being tested for MDD in the phase 3 EMERGE study, starting in the first half of 2025, with data expected in late 2026. The company has secured funding through 2027, following a public offering, and burns approximately $24.5 million in cash per quarter. Investors should watch for key milestones in 2026 and consider risks related to trial outcomes and regulatory approval for MM-120 and MM-402. Read the full article on Seeking Alpha
Seeking Alpha Aug 15

Psychedelic Stocks: Focus On Their Cash

Summary Jason Najum covers the psychedelic space and contextualizes recent news around the FDA, MDMA, PTSD, and Lykos Therapeutics. Why it may be a blessing in disguise for Cybin, COMPASS Pathways, and MindMed despite setbacks. Major players in the psychedelic medicine space are well-funded, moving into Phase 3 trials, with potential for significant milestones in the near future. Read the full article on Seeking Alpha
Seeking Alpha Jun 05

MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors

Summary Mind Medicine's (MindMed) results from phase 1 investigator-initiated trial, using MM-402 for the treatment of patients with Autism Spectrum Disorder, expected Q2 of 2024. The primary endpoint of the phase 2b MMED008 study met with statistical significance of HAM-A score over a 4-week period; Patients were given MM-120 to treat GAD. The global Generalized Anxiety Disorder treatment market is expected to reach $4.26 billion by 2033. MindMed has a backup candidate in its pipeline, MM-402, which still uses MDMA targeting for disorders, but with an improved safety profile; this would be MDMA types R[-]-MDMA, S[+]-MDMA and R/S-MDMA. Read the full article on Seeking Alpha
Seeking Alpha Apr 04

Mind Medicine: GAD Program Success Continues With BTD And Positive Treatment Data

Summary Mind Medicine (MindMed) Inc. achieved positive results from phase 2b MMED008 study using MM-120 for the treatment of patients with generalized anxiety disorder. End-of-phase 2 meeting with the FDA for MM-120 program for GAD 1st half of 2024 and phase 3 trial initiation expected 2nd half of 2024. The global generalized anxiety disorder treatment market is expected to reach $4.26 billion by 2033. MM-402 is being advanced in a phase 1 study for the treatment of patients with ASD with results expected 1st half of 2024; The global autism spectrum disorder market could grow to $3.42 billion by 2030. Read the full article on Seeking Alpha
Seeking Alpha Feb 02

Mind Medicine: Positive MM-120 Data Leads To Other 2024 Catalysts

Summary Primary endpoint met of HAM-A scores at week 4 met in phase 2b MMED008 study, when Generalized Anxiety Disorder patients were given MM-120. 12-week HAM-A results from phase 2b MMED008 study in GAD to be released end of Q1 of 2024 with full data set at upcoming medical meeting in 2024. End of phase 2 meeting with FDA to discuss advancement of MM-120 for GAD expected in the 1st half of 2024; Phase 3 trial initiation expected 2nd half of 2024. The generalized anxiety disorder market size is estimated to reach $8.1 billion by 2027. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Rob Barrow rispetto agli utili di Definium Therapeutics?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

-US$354m

Mar 31 2026n/an/a

-US$238m

Dec 31 2025US$13mUS$655k

-US$184m

Sep 30 2025n/an/a

-US$168m

Jun 30 2025n/an/a

-US$115m

Mar 31 2025n/an/a

-US$78m

Dec 31 2024US$3mUS$624k

-US$109m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$102m

Mar 31 2024n/an/a

-US$125m

Dec 31 2023US$2mUS$599k

-US$96m

Sep 30 2023n/an/a

-US$77m

Jun 30 2023n/an/a

-US$75m

Mar 31 2023n/an/a

-US$63m

Dec 31 2022US$5mUS$672k

-US$57m

Sep 30 2022n/an/a

-US$69m

Jun 30 2022n/an/a

-US$69m

Mar 31 2022n/an/a

-US$98m

Dec 31 2021US$12mUS$350k

-US$93m

Compensazione vs Mercato: La retribuzione totale di Rob ($USD 12.77M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.40M ).

Compensazione vs guadagni: La retribuzione di Rob è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Rob Barrow (37 yo)

5.2yrs
Mandato
US$12,767,442
Compensazione

Mr. Robert Barrow, also known as Rob, serves as Chief Executive Officer at Mind Medicine (MindMed) Inc since June 9, 2021 and serves a its Director since December 13, 2021. He served as Chief Development O...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Robert Barrow
CEO & Director5.2yrsUS$12.77m1.1%
$ 66.9m
Brandi Roberts
Chief Financial Officer1.2yrsUS$5.33m0.098%
$ 6.0m
Daniel Karlin
Chief Medical Officer5.5yrsUS$4.00m0.45%
$ 27.4m
Scott Freeman
Co-Founder & Clinical Advisorno dataUS$501.19kNessun dato
Leonard Latchman
Co-Founderno dataNessun datoNessun dato
Peter Mack
Senior Vice President of Pharmaceutical Development & Operations1.6yrsNessun datoNessun dato
Gitanjali Ogawa
VP & Head of Investor Relationsno dataNessun datoNessun dato
Mark Sullivan
Chief Legal Officer & Corporate Secretary3.3yrsUS$1.16m0.093%
$ 5.7m
Beth Calitri
Vice President of Corporate Communications1.3yrsNessun datoNessun dato
Stephanie Fagan
Chief Corporate Affairs Officer2.1yrsNessun datoNessun dato
Gregg Pratt
Chief Regulatory & Quality Assurance Officer1.8yrsNessun datoNessun dato
Matthew Wiley
Chief Commercial Officer1.4yrsNessun dato0.18%
$ 10.8m
1.8yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di DFTX non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Robert Barrow
CEO & Director4.7yrsUS$12.77m1.1%
$ 66.9m
Carol Vallone
Independent Chairperson4.9yrsUS$496.83k0.012%
$ 750.9k
David Gryska
Independent Director3.2yrsUS$458.83k0.0079%
$ 481.9k
Suzanne Bruhn
Independent Director4yrsUS$457.83k0.015%
$ 890.6k
Robert Malenka
Chair of Scientific Advisory Board5.4yrsNessun datoNessun dato
Robert Dworkin
Member of Scientific Advisory Board5yrsNessun datoNessun dato
Maurizio Fava
Member of Scientific Advisory Board5.2yrsNessun datoNessun dato
Andreas Krebs
Independent Vice Chairman4.9yrsUS$484.83k0.011%
$ 685.7k
Roger Crystal
Independent Director4yrsUS$456.83k0.015%
$ 890.6k
Nzinga Harrison
Member of Scientific Advisory Board1.8yrsNessun datoNessun dato
Peter Bergethon
Member of Scientific Advisory Board5.2yrsNessun datoNessun dato
Maria Oquendo
Member of Scientific Advisory Board4.8yrsNessun datoNessun dato
4.8yrs
Durata media
68yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DFTX sono considerati esperti (durata media dell'incarico 4.8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/21 03:27
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/06/30
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

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Fonti analitiche

Definium Therapeutics, Inc. è coperta da 24 analisti. 15 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.

AnalistaIstituzione
Christopher ChenBaird
null nullBaird
Joel BeattyBaird