Intra-Cellular Therapies, Inc.

Report azionario NasdaqGS:ITCI

Capitalizzazione di mercato: US$14.0b

This company has been acquired

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

Intra-Cellular Therapies Gestione

Criteri Gestione verificati 3/4

Intra-Cellular Therapies Il CEO è Sharon Mates, nominato in May2002, e ha un mandato di 22.92 anni. la retribuzione annua totale è $ 13.31M, composta da 7% di stipendio e 93% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.07% delle azioni della società, per un valore di $ 149.76M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.5 anni e 11.3 anni.

Informazioni chiave

Sharon Mates

Amministratore delegato

US$13.3m

Compenso totale

Percentuale dello stipendio del CEO7.04%
Mandato del CEO22.9yrs
Proprietà del CEO1.1%
Durata media del management6.5yrs
Durata media del Consiglio di amministrazione11.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Mar 05

Johnson & Johnson: No More Tears, Just Gains In Intra-Cellular Acquisition

Summary Intra-Cellular Therapies' Caplyta shows strong sales growth and label expansion potential, making it a valuable acquisition for Johnson & Johnson at $14 billion. JNJ's acquisition of ITCI is strategic, replacing its aging Invega with Caplyta, which has patent protection until 2033 and ongoing clinical trials for new formulations. The $14 billion price tag is justified given Caplyta's advanced clinical stage, FDA approvals, and potential blockbuster status in the schizophrenia and bipolar disorder markets. Schizophrenia and MDD markets are substantial, with Caplyta positioned to capture significant market share, enhancing JNJ's portfolio amidst broader portfolio challenges. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

What Johnson & Johnson Is Getting With The Acquisition Of Intra-Cellular Therapies

Summary Johnson & Johnson is acquiring Intra-Cellular Therapies for $14.6 billion or $132 per share. Caplyta's peak sales potential exceeds $5 billion in the hands of J&J, driven by growth in schizophrenia, bipolar disorder, and the pending approval in major depressive disorder. The deal also brings Intra-Cellular Therapies' early-stage pipeline that adds to the long-term upside potential of the deal. Intellectual property risk on Caplyta is substantially reduced with last week's settlement with Sandoz, but not entirely eliminated as it does not stop other generic manufacturers from trying. I believe J&J is paying (at least) a fair price, with decent likelihood of creating substantial long-term value for the company. Read the full article on Seeking Alpha
Seeking Alpha • Dec 09

Intra-Cellular Therapies: Parkinson's Disease Drug Expansion Could Be The Next Huge Move

Summary CAPLYTA showed strong revenue growth, with Q3 2024 net product revenues of $125.8 million, which was a 39% year-over-year increase. Potential revenue boost if CAPLYTA's label is expanded to include it as an adjunctive therapy for major depressive disorder, addressing a significant unmet need. Lenrispodun, a PDE inhibitor, is in a phase 2 study for Parkinson's Disease, with potential data release by late 2025/early 2026, offering another blockbuster opportunity. Financially stable with $1 billion in cash and investments, but may raise funds in 2025 to support sales force expansion and R&D programs. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Peaking Back In On Intra-Cellular Therapies

Summary Intra-Cellular Therapies has shown significant progress since we last looked at it in November, with its stock rising nearly 30% since then and CAPLYTA prescriptions growing 36% YoY. CAPLYTA is also poised for FDA approval for major depressive disorder, potentially expanding its market significantly, with an sNDA submission expected in the second half of 2024. The company reported strong Q2 results, with revenues up 45% YoY and a reduced net loss, while analysts remain largely positive with multiple Buy ratings. However, despite positive developments, the stock appears fully valued, trading at over 10 times revenues and 100 times FY2025E EPS, with notable insider selling in August. An updated analysis around Intra-Cellular Therapies follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Jun 19

Intra-Cellular Brightens MDD Outlook With Caplyta Success

Summary Caplyta (lumateperone) shows significant promise as an adjunctive treatment for Major Depressive Disorder. Caplyta's unique pharmacological profile targeting serotonin, dopamine, and glutamate pathways sets it apart in the saturated MDD market. Intra-Cellular's financial stability is supported by strong sales growth and sufficient cash reserves to sustain operations until 2027. I recommend buying ITCI stock as a high-risk, high-return component of a barbell investment strategy. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Intra-Cellular: More Upside Possible Even After Positive MDD Treatment Data

Summary Intra-Cellular Therapies, Inc. achieved positive results from Study 501, using lumateperone as an adjunctive therapy for the treatment of patients with MDD; Both primary and secondary endpoints achieved with statistical significance. The Major Depressive Disorder market across the eight major markets is expected to reach $9.6 billion by 2029. Results from the second phase 3 study using lumateperone as an adjunctive therapy for MDD, Study 502, are expected to be released in Q2 of 2024. With two positive phase 3 studies achieved, there is the potential for submission of New Drug Application of lumateperone to the FDA for the treatment of patients with MDD in the 2nd half of 2024. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Sharon Mates rispetto agli utili di Intra-Cellular Therapies?
DataCompenso totaleStipendioUtili della società
Dec 31 2024US$13mUS$936k

-US$75m

Sep 30 2024n/an/a

-US$86m

Jun 30 2024n/an/a

-US$84m

Mar 31 2024n/an/a

-US$111m

Dec 31 2023US$10mUS$892k

-US$140m

Sep 30 2023n/an/a

-US$155m

Jun 30 2023n/an/a

-US$184m

Mar 31 2023n/an/a

-US$228m

Dec 31 2022US$9mUS$849k

-US$256m

Sep 30 2022n/an/a

-US$298m

Jun 30 2022n/an/a

-US$321m

Mar 31 2022n/an/a

-US$304m

Dec 31 2021US$7mUS$794k

-US$284m

Sep 30 2021n/an/a

-US$259m

Jun 30 2021n/an/a

-US$237m

Mar 31 2021n/an/a

-US$232m

Dec 31 2020US$5mUS$767k

-US$227m

Sep 30 2020n/an/a

-US$207m

Jun 30 2020n/an/a

-US$187m

Mar 31 2020n/an/a

-US$160m

Dec 31 2019US$5mUS$745k

-US$148m

Sep 30 2019n/an/a

-US$148m

Jun 30 2019n/an/a

-US$155m

Mar 31 2019n/an/a

-US$154m

Dec 31 2018US$4mUS$723k

-US$155m

Compensazione vs Mercato: La retribuzione totale di Sharon ($USD 13.31M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.74M ).

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

AMMINISTRATORE DELEGATO

Sharon Mates (71 yo)

22.9yrs
Mandato
US$13,305,510
Compensazione

Dr. Sharon Mates, Ph.D. co-founded Intra-Cellular Therapies, Inc. (a/k/a ITI) in May 2002 and was its President until March 19, 2024. She has been Chairman and Chief Executive Officer of Intra-Cellular The...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Sharon Mates
Co-Founder22.9yrsUS$13.31m1.07%
$ 149.8m
Michael Halstead
President1.1yrsUS$4.86m0.020%
$ 2.8m
Sanjeev Narula
Executive VPless than a yearUS$4.17mNessun dato
Suresh Durgam
Executive VP & Chief Medical Officer6.7yrsUS$3.71m0.040%
$ 5.7m
Mark Neumann
EVP & Chief Commercial Officer6.5yrsUS$3.76m0.050%
$ 7.0m
Robert Davis
Senior VP & Chief Scientific Officer9.4yrsUS$2.13mNessun dato
Juan Sanchez
Vice President of Corporate Communications & Investor Relations11.1yrsUS$1.38mNessun dato
Karen Sheehy
Senior VP & Chief Compliance Officer5.8yrsNessun datoNessun dato
John Condon
Senior VPno dataNessun datoNessun dato
Michael Olchaskey
Senior VP & Head of Regulatory Affairs6.6yrsNessun datoNessun dato
John Bardi
Senior VP of Market Access6.1yrsNessun datoNessun dato
Willie Earley
Senior VP & Head of Clinical Development3yrsNessun datoNessun dato
6.5yrs
Durata media
61yo
Età media

Gestione esperta: Il team dirigenziale di ITCI è esperto e expertise (durata media dell'incarico 6.5 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Sharon Mates
Co-Founder11.7yrsUS$13.31m1.07%
$ 149.8m
Rory Riggs
Independent Director11.3yrsUS$471.86k0.12%
$ 17.3m
Robert Van Nostrand
Lead Independent Director11.3yrsUS$513.38k0.011%
$ 1.5m
Joel Marcus
Independent Director11.7yrsUS$474.97k0.045%
$ 6.4m
Carol Tamminga
Chairman of Medical Advisory Boardno dataNessun datoNessun dato
John Kane
Member of Medical Advisory Boardno dataNessun datoNessun dato
Jeffrey Lieberman
Member of Medical Advisory Boardno dataNessun datoNessun dato
Christoph Correll
Member of Medical Advisory Boardno dataNessun datoNessun dato
Donald Goff
Member of Medical Advisory Boardno dataNessun datoNessun dato
Eduardo Salas
Independent Director3yrsUS$470.76k0.0015%
$ 206.2k
11.3yrs
Durata media
71yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di ITCI è composto da personale esperto e esperto (durata media dell'incarico 11.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/04/01 07:19
Prezzo dell'azione a fine giornata2025/04/01 00:00
Utili2024/12/31
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

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Metriche di settore e industriali

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Fonti analitiche

Intra-Cellular Therapies, Inc. è coperta da 7 analisti. 13 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
Robert HazlettBTIG
Jason ButlerCitizens JMP Securities, LLC
Corinne JohnsonGoldman Sachs