4D Molecular Therapeutics, Inc.

Report azionario NasdaqGS:FDMT

Capitalizzazione di mercato: US$727.6m

4D Molecular Therapeutics Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

David Kirn

Amministratore delegato

US$2.1m

Compenso totale

Percentuale dello stipendio del CEO32.53%
Mandato del CEO13yrs
Proprietà del CEO2.6%
Durata media del management2yrs
Durata media del Consiglio di amministrazione5.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Jul 20

4D Molecular: 'Buy' Wet-AMD Study Readouts 2027 And DME Expansion Opportunity

Summary 4D Molecular Therapeutics, Inc. maintains a Buy rating, driven by advancing 4D-150 gene therapy for Wet-AMD and DME into late-stage pivotal trials. FDMT's 4D-150 demonstrated up to 89% reduction in injection burden and maintained visual acuity over two years, with phase 3 topline data expected in 2027. Strong financial position with $458M cash and milestone payments, supporting operations into 2H 2028 and minimizing near-term dilution risk. Upcoming FDMT catalysts include 2-year SPECTRA DME data [2H 2026] and phase 3 4FRONT topline results [1H and 2H 2027], with global regulatory alignment. Read the full article on Seeking Alpha
Articolo di analisi • May 11

Analysts Have Made A Financial Statement On 4D Molecular Therapeutics, Inc.'s (NASDAQ:FDMT) First-Quarter Report

Investors in 4D Molecular Therapeutics, Inc. ( NASDAQ:FDMT ) had a good week, as its shares rose 7.4% to close at...
Seeking Alpha • Feb 18

4D Molecular Therapeutics: A Smart Bet On Long-Term VEGF Suppression

Summary 4D Molecular Therapeutics is undervalued, with its lead candidate 4D-150 showing potential to disrupt the anti-VEGF treatment paradigm for retinal diseases. The company has a strong cash position of $551 million, funding operations through 2027, allowing it to avoid immediate financing needs. 4D-150's Phase 2 data shows reduced need for supplemental injections, positioning it as a long-term, durable treatment for wet AMD and DME. Despite market skepticism about gene therapy, 4DMT's solid science, regulatory clarity, and financial stability make it a compelling investment opportunity. Read the full article on Seeking Alpha
Articolo di analisi • Nov 24

Companies Like 4D Molecular Therapeutics (NASDAQ:FDMT) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha • Oct 04

4D Molecular Therapeutics: Market Expects Wet AMD Gene Therapy Failure - I'm Not So Sure

Summary 4D Molecular Therapeutics' lead candidate, 4D-150, aims to provide a one-time gene therapy for Wet-AMD, showing promising but mixed Phase 2 data. Despite setbacks, 4D-150's potential for less frequent dosing and robust safety profile make it an intriguing investment, especially given 4D's strong cash position. The competitive landscape is fierce, with rivals like AbbVie and Adverum, but 4D-150 could still achieve significant market share if approved. Market sell-off appears overdone; 4D's well-funded position and diverse pipeline offer a compelling contrarian bet for risk-tolerant investors. Read the full article on Seeking Alpha
Articolo di analisi • Aug 10

4D Molecular Therapeutics (NASDAQ:FDMT) Is In A Good Position To Deliver On Growth Plans

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha • Jul 19

4D Molecular Therapeutics: R100 Vector Pushes Forward To Bring Q4 Of 2024 DME Data

Summary A 4D Molecular Therapeutics, Inc. phase 2 PRISM study indicated that there was an 89% reduction in annualized injections when Wet-AMD patients were given a high dose of 4D-150; Phase 3 trial initiation is expected in Q1 2025. Results from the phase 2 SPECTRA study, using the same gene therapy 4D-150 for the treatment of patients with diabetic macular edema, expected in Q4 of 2024. The global diabetic macular edema market is expected to reach $3.93 billion by 2029. 1E15 vg dose of 4D-710 cleared for dose expansion portion of phase 2 AEROW study; Updated interim data expected in mid-2025. Read the full article on Seeking Alpha
Seeking Alpha • Apr 29

4D Molecular Therapeutics: Catalysts With Pioneering Gene Therapy With Directed Evolution

Summary 4D Molecular Therapeutics is a biotechnology company that develops genetic medicines using its Therapeutic Vector Evolution platform. The company's pipeline includes promising ophthalmology, pulmonology, and cardiology candidates, with Phase 3 progress for wet AMD and cystic fibrosis treatments. FDMT's platform allows for quickly creating custom viral vectors tailored to specific diseases, setting it apart from competitors. FDMT's recent public offering bolsters its position and extends its cash runway to 5.8 years, allowing time for research and clinical trials. I believe FDMT stock is a strong buy, driven by its innovative platform and a robust pipeline with a solid cash position. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

4D Molecular Therapeutics Advances Wet AMD Treatment Paradigm

Summary 4D Molecular Therapeutics' gene therapy, 4D-150, shows potential to reduce the treatment burden for patients with severe wet AMD. Interim findings from a Phase 2 trial demonstrate up to an 89% reduction in yearly anti-VEGF injections with 4D-150. FDMT plans to initiate a Phase 3 trial in wet AMD in Q1 2025, positioning 4D-150 as a promising candidate in the treatment landscape. Read the full article on Seeking Alpha
Seeking Alpha • Jan 25

4D Molecular Therapeutics: Several Value Inflection Points To Watch In 2024

Summary Interim phase 1 data update using 4D-710 for the treatment of patients with Cystic Fibrosis expected in mid-2024. Program update on advancement of 4D-710 into pivotal study either alone or in combination with CFTR modular expected in Q1 of 2024. The global cystic fibrosis market is expected to reach $37.04 billion by 2030. The proprietary Therapeutic Vector Evolution platform has the ability to enhance transgene expression and allow for the ability to overcome limitations observed in prior AAV gene therapies. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di David Kirn rispetto agli utili di 4D Molecular Therapeutics?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

-US$179m

Mar 31 2026n/an/a

-US$161m

Dec 31 2025US$2mUS$667k

-US$140m

Sep 30 2025n/an/a

-US$209m

Jun 30 2025n/an/a

-US$196m

Mar 31 2025n/an/a

-US$176m

Dec 31 2024US$1mUS$663k

-US$161m

Sep 30 2024n/an/a

-US$143m

Jun 30 2024n/an/a

-US$110m

Mar 31 2024n/an/a

-US$105m

Dec 31 2023US$10mUS$597k

-US$101m

Sep 30 2023n/an/a

-US$96m

Jun 30 2023n/an/a

-US$111m

Mar 31 2023n/an/a

-US$110m

Dec 31 2022US$3mUS$586k

-US$107m

Sep 30 2022n/an/a

-US$105m

Jun 30 2022n/an/a

-US$102m

Mar 31 2022n/an/a

-US$81m

Dec 31 2021US$5mUS$570k

-US$71m

Sep 30 2021n/an/a

-US$67m

Jun 30 2021n/an/a

-US$52m

Mar 31 2021n/an/a

-US$60m

Dec 31 2020US$702kUS$451k

-US$57m

Sep 30 2020n/an/a

-US$52m

Jun 30 2020n/an/a

-US$61m

Mar 31 2020n/an/a

-US$54m

Dec 31 2019US$554kUS$430k

-US$49m

Compensazione vs Mercato: La retribuzione totale di David ($USD 2.05M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.52M ).

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

AMMINISTRATORE DELEGATO

David Kirn (64 yo)

13yrs
Mandato
US$2,051,343
Compensazione

Dr. David H. Kirn, M.D., serves as Director at Coagulant Therapeutics, Inc. He co-founded 4D Molecular Therapeutics, Inc. in 2013 and has been its Chief Executive Officer since September 12, 2013 and serve...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
John Milligan
Executive Chairman6.1yrsUS$255.00k0.18%
$ 1.3m
David Kirn
Co-Founder13yrsUS$2.05m2.58%
$ 18.8m
Kristian Humer
CFO and Principal Financial & Accounting Officerless than a yearUS$3.99mNessun dato
Fariborz Kamal
Chief Technical Advisorless than a yearUS$1.44m0.011%
$ 78.3k
Theresa Janke
Co-Founder & Chief of Staff13.7yrsUS$2.70mNessun dato
Julian Pei
Head of Investor Relations & Corporate Financeno dataNessun datoNessun dato
Katy Barglow
Chief Technical Officerless than a yearNessun datoNessun dato
Scott Bizily
Chief Legal Officer & Corporate Secretary5yrsNessun dato0.016%
$ 113.5k
An Song
Chief Translational Medicine Advisor1.7yrsNessun datoNessun dato
Noriyuki Kasahara
Chief Scientific Advisorno dataUS$488.91kNessun dato
Alan Cohen
Senior VP & Therapeutic Area Head of Pulmonologyno dataNessun datoNessun dato
Christopher Simms
Chief Commercial & Business Officer2yrsNessun datoNessun dato
2.0yrs
Durata media
63yo
Età media

Gestione esperta: Il team dirigenziale di FDMT è considerato esperto (durata media dell'incarico 2 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
John Milligan
Executive Chairman6.1yrsUS$255.00k0.18%
$ 1.3m
David Kirn
Co-Founder13yrsUS$2.05m2.58%
$ 18.8m
Charles Theuer
Independent Director10.8yrsUS$135.00k0.075%
$ 548.9k
Susannah Gray
Independent Director6.2yrsUS$135.00k0%
$ 0
Paul Utz
Member of Scientific Advisory Board2.8yrsNessun datoNessun dato
Richard Moss
Member of Scientific Advisory Board2.8yrsNessun datoNessun dato
Jacob Chacko
Independent Director7.5yrsUS$135.00k0%
$ 0
Shawn Tomasello
Independent Director5.8yrsUS$132.50k0%
$ 0
Amit Gaggar
Member of Scientific Advisory Board2.8yrsNessun datoNessun dato
Nancy Miller-Rich
Independent Director5.8yrsUS$122.50k0%
$ 0
Arshad Khanani
Chair of Retina Advisory Board2.1yrsNessun datoNessun dato
Amy Rosenberg
Member of Scientific Advisory Board2.8yrsNessun datoNessun dato
5.8yrs
Durata media
64.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di FDMT sono considerati esperti (durata media dell'incarico 5.8 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/13 01:29
Prezzo dell'azione a fine giornata2026/09/11 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 che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

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Fonti analitiche

4D Molecular Therapeutics, Inc. è coperta da 20 analisti. 9 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
Huidong WangBarclays
Eliana MerleBarclays
Konstantinos BiliourisBMO Capital Markets Equity Research