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89bio, Inc.NasdaqGM:ETNB Rapporto sulle azioni

Cap. di mercato US$2.3b
Prezzo delle azioni
US$14.84
US$29.3
49.4% sottovalutato sconto intrinseco
1Y85.7%
7D0.3%
Valore del portafoglio
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89bio, Inc.

Report azionario NasdaqGM:ETNB

Capitalizzazione di mercato: US$2.3b

This company has been acquired

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

89bio (ETNB) Panoramica del titolo

89bio, Inc. è una società biofarmaceutica in fase clinica, impegnata nello sviluppo e nella commercializzazione di terapie per il trattamento di malattie epatiche e cardio-metaboliche. Maggiori dettagli

ETNB analisi fondamentale
Punteggio fiocco di neve
Valutazione1/6
Crescita futura0/6
Prestazioni passate0/6
Salute finanziaria5/6
Dividendi0/6

Analisi del rischio

Gli azionisti sono stati sostanzialmente diluiti nell'ultimo anno

Realizza un fatturato inferiore a 1 milione di dollari ( $0 )

Prezzo delle azioni altamente volatile negli ultimi 3 mesi rispetto al mercato US

Attualmente non redditizio e non si prevede che diventerà redditizio nei prossimi 3 anni


ETNB Community Fair Values

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Concorrenti di 89bio, Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per 89bio
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$14.84
Massimo di 52 settimaneUS$15.06
Minimo di 52 settimaneUS$4.16
Beta1.26
Variazione di 1 mese0.95%
Variazione a 3 mesi56.21%
Variazione di 1 anno85.73%
Variazione a 3 anni59.40%
Variazione a 5 anni-40.45%
Variazione dall'IPO-28.65%

Notizie e aggiornamenti recenti

Seeking Alpha • Sep 18

89bio: Pegozafermin MASH Drug Advancement Nets Roche Acquisition

Summary Roche has agreed to acquire 89bio for up to $3.5 billion, driven by pegozafermin's promise in MASH and SHTG. ETNB shareholders will receive $14.50 per share in cash upfront, with an additional $6.00 per share via non-tradeable CVRs tied to milestones. Pegozafermin's best-in-disease profile and accelerated approval pathways for MASH were key to Roche's interest, despite competition from GSK and Akero. The acquisition relieves ETNB's cash runway concerns, but risks remain regarding deal closure, milestone achievement, and competitive landscape. Read the full article on Seeking Alpha
Articolo di analisi • May 22

Is 89bio (NASDAQ:ETNB) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Apr 17

89bio: Primary Asset Targeting 2 Potential Indications And Is In Late-Stage Development

Summary 89bio, Inc. is a clinical-stage biotech focused on liver and cardio-metabolic diseases, with its lead drug candidate pegozafermin in late-stage development. Analysts are mostly optimistic on the company, and 89bio has recently addressed its near-term funding needs. ETNB stock is trading much lower than the first time I looked at it just over a year and a half ago. An updated analysis around 89bio, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Sep 18

89bio: Pegozafermin MASH Drug Advancement Nets Roche Acquisition

Summary Roche has agreed to acquire 89bio for up to $3.5 billion, driven by pegozafermin's promise in MASH and SHTG. ETNB shareholders will receive $14.50 per share in cash upfront, with an additional $6.00 per share via non-tradeable CVRs tied to milestones. Pegozafermin's best-in-disease profile and accelerated approval pathways for MASH were key to Roche's interest, despite competition from GSK and Akero. The acquisition relieves ETNB's cash runway concerns, but risks remain regarding deal closure, milestone achievement, and competitive landscape. Read the full article on Seeking Alpha
Articolo di analisi • May 22

Is 89bio (NASDAQ:ETNB) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Apr 17

89bio: Primary Asset Targeting 2 Potential Indications And Is In Late-Stage Development

Summary 89bio, Inc. is a clinical-stage biotech focused on liver and cardio-metabolic diseases, with its lead drug candidate pegozafermin in late-stage development. Analysts are mostly optimistic on the company, and 89bio has recently addressed its near-term funding needs. ETNB stock is trading much lower than the first time I looked at it just over a year and a half ago. An updated analysis around 89bio, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

89bio's Pegozafermin Is Now Gaining Momentum

Summary 89bio's main value driver is Pegozafermin. It has two Phase 3 trials: one for MASH and the other for SHTG. Management mentioned we should get its SHTG topline data by 2H2025. This could be a pivotal milestone for ETNB's long-term prospects. After AKRO’s recent Phase 2b data, I think ETNB’s prospects have improved because it indirectly validated its FGF21 approach as well. I still have some cash burn concerns, even after the recent $250 million raise. However, ETNB has ample upside potential if it’s successful. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

89bio: Advancement Of Pegozafermin For SHTG Is Another Path Forward

Summary 89bio, Inc. results from the phase 3 ENTRUST study using pegozafermin for the treatment of patients with Severe Hypertriglyceridemia are expected in the 2nd half of 2025. Prior data from the phase 2 ENTRIGUE study indicated that patients treated with all doses of pegozafermin were able to achieve the primary endpoint with statistical significance. The global severe hypertriglyceridemia treatment market is expected to reach $2.67 billion by 2033. Pegozafermin is also being explored in the two phase 3 studies ENLIGHTEN-fibrosis and ENLIGHTEN-cirrhosis, which target patients with non-cirrhotic F2-F3 MASH and compensated cirrhotic F4 MASH. Read the full article on Seeking Alpha
Seeking Alpha • Oct 29

89bio: Surviving A Competitive Space - For Now

Summary Madrigal's resmetirom approval impacted THR-β stocks positively, while non-THR-β stocks like 89bio's pegozafermin fell, highlighting a market preference for THR-β mechanisms. Pegozafermin, an FGF21 analog, showed promising Phase 2b results, but faces competition from other FGF21 molecules and GLP-1 drugs with strong efficacy. The MASH market is expected to diversify across multiple mechanisms, suggesting a strategy of spreading investments rather than focusing on a single approach. ETNB has a solid financial runway but faces risks from GLP-1 data and competition within the FGF21 space, making it a Hold for now. Read the full article on Seeking Alpha
Articolo di analisi • Sep 26

Health Check: How Prudently Does 89bio (NASDAQ:ETNB) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Aug 07

89bio: Bullish In Light Of Further MOA Being Established By Peer

Summary 89bio, Inc. has two phase 3 studies underway, known as ENLIGHTEN-Fibrosis and ENLIGHTEN-Cirrhosis, which are using pegozafermin to target F2 — F3 and F4 compensated cirrhosis MASH patients respectively. The promise of the two ongoing phase 3 ENLIGHTEN studies is that there was alignment gained with the FDA that each could use an interim analysis endpoint for potential Accelerated Approval. The global non-alcoholic steatohepatitis market is projected to reach $24.26 billion by 2028. Results from the ongoing phase 3 ENTRUST study, using pegozafermin for the treatment of patients with severe hypertriglyceridemia, expected in 2025. Read the full article on Seeking Alpha
Seeking Alpha • May 23

89bio: Pegozafermin Could Be A Game-Changer For Liver Disease - Strong Buy

Summary 89bio is a clinical-stage biopharmaceutical company that develops therapies for liver and cardiometabolic conditions. Their drug candidate, pegozafermin, has shown positive results in reducing liver fat and insulin resistance and is in phase 3 trials for metabolic dysfunction-associated steatohepatitis (MASH) and severe hypertriglyceridemia (SHTG). Pegozafermin has the potential to tap into a large market and has been granted FDA Breakthrough Therapy designation for treating MASH with fibrosis. Due to its metabolic regulation properties, pegozafermin's broader potential includes applications in Type 2 Diabetes, obesity, and other inflammatory diseases. I rate ETNB stock a “strong buy” due to Pegozafermin’s promising clinical data, substantial market potential, and robust financials. Read the full article on Seeking Alpha
Seeking Alpha • Oct 06

89bio Still Has A Chance As NASH Race Heats Up

Summary 89bio's share price is up >100% over the past three months. The company is developing Pegozafermin, a potential therapy for NASH and SHTG. Data released by Akero for its drug Efruxifermin - which has the same mechanism of action as Pego - suggested it would meet the FDA's approval criteria in NASH. 89bio will release Phase 2b NASH data in Q123 - there's a chance its data could be as strong as Akero's. 89Bio is a gamble - this is a small biotech taking on industry giants in a field where no drug has ever been approved. Risk-on investors may sense opportunity, however. Overview - Akero's Data for FGF21 Mimic EFX Is Best In Class For NASH - 89bio's Pegozafermin Has Same MoA At the beginning of September, the share price of Akero Therapeutics (AKRO) - a small biotech ~7% owned by Pharma giant Pfizer (PFE) - rose from $12, to $27, and a few days later, from $27, to $40 - an overall gain of 233%. The reason for the gains was the company's publication of data from a Phase 2b trial - HARMONY - of its lead asset, Efruxifermin ("EFX') in patients with pre-cirrhotic nonalcoholic steatohepatitis ("NASH"), fibrosis stage 2 or 3 ("F2-F3"). In the study, at the 50mg and 28mg dose levels, 41% and 39% of EFX-treated patients respectively experienced at least a one-stage improvement in liver fibrosis with no worsening of NASH by Week 24, compared to 20% within the placebo group. The secondary goal of the study - achieving NASH resolution without worsening of fibrosis - also was achieved, with 76% of the 50mg arm and 47% of the 28mg arm meeting this criteria, vs. 15% of patients in the placebo arm. Given that the FDA's approval criteria for a NASH drug is improvement of ≥1 stage in fibrosis with no worsening of NASH, or improvement in NASH resolution with no worsening of fibrosis, hopes are high that Akero could wind up winning the "NASH Dash," the race to be the first drug approved to treat the disease, which has a prevalence of ~16.5m cases, expected to rise to 27m cases by 2030, and is the "fastest growing reason for a liver transplant in the United States," according to the subject of this article - 89bio (ETNB). Akero's drug EFX is engineered to mimic the biological activity profile of native FGF21. As I explained in my last note on 89bio: FGF21 is an "endogenous metabolic hormone that regulates energy homeostasis, glucose-lipid-protein metabolism and insulin sensitivity", which is secreted primarily by the liver, and has been clinically proven to reduce liver steatosis by increasing fatty acid oxidation, reducing free fatty acid deposits migrating from peripheral tissue to the liver, and reducing de-novo lipogenesis ("DNL"). 89bio has developed its own NASH candidate, now called Pegozafermin, which is a "a specifically engineered glycoPEGylated analog of fibroblast growth factor 21 (“FGF21”)." In other words, it had the same mechanism of action ("MoA") as Akero's EFX. A third company, pharma giant Novo Nordisk (NVO), also has a NASH candidate targeting FGF21. 89bio's share price has also been rising in recent months - by >140% since early July, no doubt due to the progress being made by Akero, but while Akero's market cap valuation currently stands at $1.83bn, 89bio's is just $266m 89bio - Progress to Date In an expansion cohort of a Phase 1b/2a study, in which 19 of 20 patients received end-of-treatment biopsies, Pegozafermin demonstrated clinically meaningful changes on endpoints including 26% of patients achieving a one-point or more improvement in fibrosis, and 47% achieving NASH resolution or improvement in fibrosis. The data does not seem quite as strong as Akero's, although there was only one patient withdrawal, out of 81 total patients, vs. five in the EFX study, out of 72 patients, suggesting Pegozafermin may have the superior safety profile. Pegozafermin also performed well across a host of other endpoints, including NAFLD Activity Score (NAFLD stands for Non-alcoholic Fatty Liver Disease which can lead to NASH) - 63% of patients had a 2-point or more improvement in NASH and no worsening of fibrosis - liver fat reduction - 50% of patients in Cohort 6 achieved a 50% of higher reduction in liver fat, and >70% in Cohort 4 and 7 - and reduction in alanine transaminase ("ALT") levels, with the same cohorts all achieving >40% reduction, versus 4% of the placebo arm. Based on the positive data, 89bio now has a fully enrolled Phase 2b study - ENLIVEN - ongoing, as shown in the diagram below: 89Bio Phase 2b study design (89Bio) The study will read out data in Q123, management promises in its Q222 10Q submission, whilst also noting that it has: completed a pharmacokinetic study of pegozafermin in NASH patients with compensated cirrhosis (fibrosis stage F4) demonstrating that pegozafermin 30 mg has similar single-dose pharmacokinetics and pharmacodynamics in F4 as it does in non-cirrhotic NASH. In other words, if the drug works in F2 and F3 patients, it could potentially work in F4 stage patients also, who have a more debilitating form of the disease, as shown below. NASH explained (89Bio) In short, 89bio's drug Pegozafermin appears to tick a lot of the boxes required to position itself as a genuine contender in the "NASH Dash," an admittedly crowded field, encompassing many different approaches and drug classes. It's interesting to note a comparison made by 89bio between leading contenders in the race to approval. NASH contenders compared (89Bio) Once again, EFX appears to have the slight edge over its competitors at this stage - and bear in mind this table was created by 89bio - but it doesn't seem impossible that Pegozafermin could make up the small differences in a larger trial. Akero is planning a second Phase B study in NASH patients whose condition is worse than in its HARMONY study, with results expected to be available next year, as well as a Phase 3 study. Meanwhile, Madrigal Pharmaceuticals has reported positive data from a Phase trial in NAFLD, and has a second Phase 3 ongoing that includes some patients with non-cirrhotic NASH. Sizing Up The Market NASH is a potentially massive (~$30bn+) market - as mentioned above, close to 30m people in the US may be diagnosed with the disease by 2030 - although it's not necessarily a clearly defined market. For example, many patients with NASH also have Type 2 diabetes, and two major drugs have recently hit the Type 2 diabetes market - Eli Lilly's (LLY) Mounjaro, and Novo Nordisk's Ozempic, that are also indicated to treat obesity under different brand names - Lilly's Tirzepatide is not yet approved in obesity (it will be approved under a different name to Mounjaro), while Novo Nordisk's once-weekly semaglutide subcutaneous injection is approved in obesity under the brand name Wegovy. These two drugs are forecast to potentially generate peak sales of >$20bn, and may be prescribed off-label to treat NASH, meaning that drugs approved specifically for NASH, such as Pegozafermin and EFX, could struggle to find a market. Additionally, many physicians have expressed unwillingness to prescribe drugs to treat NASH, preferring to encourage patients to embrace healthier lifestyle choices. Nevertheless, the response to Akero's data suggests that the market believes a drug approved for NASH could thrive, and in 89bio's case, with its small market cap valuation, it's not hard to see the share price rocketing if data from the Phase 2b is genuinely competitive. The path to commercial success would be tricky - 89bio reported a cash position of just $139m as of Q222, and management does not have the necessary experience - although the company could raise huge sums if the share price spikes without upsetting its existing shareholders, and make some key hires - who wouldn't want to work on the commercialization of one of the first ever approved NASH drugs?
Seeking Alpha • Aug 18

89bio completes enrollment in phase 2 trial for NASH treatment

89bio (NASDAQ:ETNB) said it had completed enrollment of 219 patients in the Phase 2b trial of its drug, pegozafermin, to treat NASH. The company expects to report topline data from the trial, Enliven, in the first quarter of 2023. ENLIVEN is a placebo-controlled Phase 2b trial in biopsy-confirmed NASH patients with fibrosis stage 2 or 3. Patients will receive either one of two weekly doses (15mg or 30mg) or an every two-week dose (44mg) of pegozafermin in a liquid formulation or placebo for 24 weeks.
Seeking Alpha • Jul 07

89Bio rallies on Deep Track Capital disclosing 10% stake

89Bio (NASDAQ:ETNB) announced that Deep Track Capital disclosed a 9.99% stake in the company which equals to 4.3M shares ownership. Shares trading 12% higher premarket. Quick look at ownership structure:

Rendimenti per gli azionisti

ETNBUS BiotechsUS Mercato
7D0.3%-3.0%-0.3%
1Y85.7%32.9%26.7%

Ritorno vs Industria: ETNB ha superato il US Biotechs che ha restituito 32.9 % nell'ultimo anno.

Rendimento vs Mercato: ETNB ha superato il mercato US che ha restituito 26.7 % nell'ultimo anno.

Volatilità dei prezzi

Is ETNB's price volatile compared to industry and market?
ETNB volatility
ETNB Average Weekly Movement24.2%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ETNB è stato volatile rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale di ETNB è aumentata da 16% a 24% nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
201893Rohan Palekarwww.89bio.com

89bio, Inc. è una società biofarmaceutica in fase clinica, impegnata nello sviluppo e nella commercializzazione di terapie per il trattamento delle malattie epatiche e cardio-metaboliche. Il suo candidato principale è la pegozafermina, un analogo glicoPEGilato del fattore di crescita dei fibroblasti 21 per il trattamento della steatoepatite associata a disfunzioni metaboliche e dell'ipertrigliceridemia. La società è stata fondata nel 2018 e ha sede a San Francisco, in California.

89bio, Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di 89bio con la sua capitalizzazione di mercato?
ETNB statistiche fondamentali
Capitalizzazione di mercatoUS$2.31b
Utili (TTM)-US$450.21m
Ricavi(TTM)n/a
0.0x
Rapporto P/S
-5.1x
Rapporto P/E

ETNB è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
ETNB Conto economico (TTM)
RicaviUS$0
Costo del fatturatoUS$0
Profitto lordoUS$0
Altre speseUS$450.21m
Utili-US$450.21m

Ultimi utili riportati

Jun 30, 2025

Prossima data di guadagno

n/a

Utile per azione (EPS)-2.89
Margine lordo0.00%
Margine di profitto netto0.00%
Rapporto debito/patrimonio netto6.9%

Come si è comportato ETNB nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/10/29 19:28
Prezzo dell'azione a fine giornata2025/10/29 00:00
Utili2025/06/30
Utili annuali2024/12/31

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 guide su come utilizzare i nostri report e 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

89bio, Inc. è coperta da 4 analisti. 7 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
Geoffrey MeachamCitigroup Inc
Andrea NewkirkGoldman Sachs
Andrea NewkirkGoldman Sachs