Kymera Therapeutics Gestione
Criteri Gestione verificati 4/4
Kymera Therapeutics Il CEO è Nello Mainolfi, nominato in Jun2019, e ha un mandato di 6.58 anni. la retribuzione annua totale è $ 8.55M, composta da 8.1% di stipendio e 91.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.81% delle azioni della società, per un valore di $ 60.24M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.4 anni e 5.8 anni.
Informazioni chiave
Nello Mainolfi
Amministratore delegato
US$8.5m
Compenso totale
| Percentuale dello stipendio del CEO | 8.11% |
| Mandato del CEO | 7yrs |
| Proprietà del CEO | 0.8% |
| Durata media del management | 3.4yrs |
| Durata media del Consiglio di amministrazione | 5.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 18
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Kymera Therapeutics sees its analyst fair value estimate adjusted slightly higher to about $119 per share as analysts incorporate updated views on its discount rate, revenue trajectory, profitability assumptions, and a lower, still very large forward P/E multiple following recent research, including a refreshed price target cut from one firm and new bullish coverage from another. Analyst Commentary Recent Street research on Kymera Therapeutics highlights a mix of optimism around the company’s long term opportunity and caution around execution risks and valuation assumptions embedded in the new fair value estimate.Aggiornamento della narrazione • Jun 02
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Narrative Update: Kymera Therapeutics Analysts have trimmed their average price target on Kymera Therapeutics by about $0.58 to reflect slightly higher discount rate assumptions and more cautious revenue growth forecasts, partly offset by a stronger expected profit margin and a lower projected future P/E. This follows mixed but generally constructive recent coverage from Canaccord, Morgan Stanley, and Jefferies.Aggiornamento della narrazione • May 06
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Leadership
Analysts have made a small downward adjustment to Kymera Therapeutics' modeled fair value, trimming the target by about $0.29 as they factor in more cautious revenue growth and profit margin assumptions while still highlighting the potential of the oral STAT6 degrader platform and broader degrader pipeline. Analyst Commentary Recent Street research on Kymera Therapeutics centers on how much value to put on the oral STAT6 degrader KT-621 and the broader degrader pipeline, with several firms revising price targets while maintaining generally constructive views on the long term opportunity.Aggiornamento della narrazione • Apr 21
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Upside
Kymera Therapeutics' blended analyst price target now centers around $119, as analysts fine-tune their models following a mix of upward and downward revisions that reflect updated views on the potential of its STAT6 degrader programs and broader degrader pipeline. Analyst Commentary Recent Street research around Kymera Therapeutics clusters around constructive views on its STAT6 degrader and broader degrader pipeline, but with some differing opinions on how much of that potential is already reflected in current valuation.Seeking Alpha • Apr 13
Kymera: 'Strong Buy' On Continued Success With KT-621 In Th2-Driven Disorders
Summary Kymera Therapeutics remains a "Strong Buy", driven by positive phase 1b data for KT-621 in atopic dermatitis and pipeline expansion. KT-621 achieved a mean 63% EASI reduction and 40% pruritus NRS reduction, supporting advancement into phase 2b BROADEN2 [AD] and BREADTH [asthma] trials. Both AD and asthma programs received FDA Fast Track Designation, with mid-2027 [BROADEN2] and late-2027 [BREADTH] data readouts as key milestones. KYMR holds $1.6B in cash, providing runway into 2029 to support clinical milestones and potential expansion into multiple Th2-driven inflammatory indications. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 07
KYMR: Future Type 2 Disease Data Will Drive Oral Degrader Upside
Analysts' blended price target for Kymera Therapeutics has shifted modestly within a range of about $100 to $140 as they weigh updated Q4 data, progress across the degrader pipeline, and the potential of the STAT6 program as an oral alternative to existing biologics in type 2 diseases. Analyst Commentary Recent research notes cluster around a constructive stance on Kymera Therapeutics, with most firms adjusting price targets within a relatively tight US$100 to US$140 band as they reassess Q4 updates, the degrader pipeline, and the potential of the STAT6 program in type 2 diseases.Aggiornamento della narrazione • Mar 23
KYMR: Future Type 2 Disease Milestones Will Drive Oral Degrader Upside
The analyst fair value estimate for Kymera Therapeutics has edged down slightly from about $119.71 to $119.14. This reflects updated assumptions on discount rate, profitability, and future P/E following recent Street research that includes both higher and lower price targets tied to progress in the STAT6 degrader pipeline and broader type 2 disease opportunities.Aggiornamento della narrazione • Mar 07
KYMR: Future Type 2 Disease Data Will Support Upside Potential
Narrative Update The analyst fair value estimate for Kymera Therapeutics has increased by about $3 to $119.71 as analysts factor in recent price target revisions that highlight confidence in the type 2 disease opportunity and Kymera's oral protein degrader pipeline. Analyst Commentary Recent research updates show a generally constructive tone on Kymera Therapeutics, with most price targets clustered in a relatively tight range and anchored to expectations around the type 2 disease opportunity and the oral protein degrader pipeline.Aggiornamento della narrazione • Feb 20
KYMR: Future Atopic Dermatitis And Asthma Data Will Support Upside Potential
Analysts have slightly raised their price targets on Kymera Therapeutics, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a very high future P/E that incorporate both the recent Overweight initiation at Barclays and the downgrade to Peer Perform at Wolfe Research. Analyst Commentary Recent research views on Kymera Therapeutics are mixed, with one firm initiating with a positive stance and another firm moving to a more neutral rating.Aggiornamento della narrazione • Feb 05
KYMR: Future Atopic Dermatitis And Asthma Data Will Drive Upside Potential
Narrative Update Analysts have slightly reduced their fair value estimate for Kymera Therapeutics to about US$116.71 from roughly US$116.76, reflecting modest tweaks to the discount rate, long term revenue growth assumptions, and a very high future P/E multiple following mixed recent Street views that include both an Overweight initiation and a downgrade to Peer Perform. Analyst Commentary Recent Street views on Kymera Therapeutics have been mixed, with one firm assuming coverage with an Overweight rating and another moving to a more neutral stance at Peer Perform.Aggiornamento della narrazione • Jan 22
KYMR: Upcoming Atopic Dermatitis Data Will Drive Future Upside Potential
Narrative update on Kymera Therapeutics The updated analyst price target for Kymera Therapeutics moves to about $70 to $73, reflecting mixed sentiment across recent research. Some analysts cite increased confidence in KT-621 and upcoming atopic dermatitis data as key supports for their higher targets, while one firm shifted to a more neutral rating.Aggiornamento della narrazione • Jan 08
KYMR: Upcoming Atopic Dermatitis Data And Fast Track Status Will Drive Upside
Analysts have nudged their price expectations for Kymera Therapeutics higher, with our fair value estimate moving from US$114 to about US$116.76 as they factor in higher Street targets supported by growing optimism around KT-621 and upcoming clinical readouts. Analyst Commentary Recent Street research around Kymera Therapeutics shows a mix of optimism and caution, with most attention focused on KT-621 and its upcoming atopic dermatitis data, while one firm has stepped back from a previously more constructive stance.Aggiornamento della narrazione • Dec 15
KYMR: Upcoming Atopic Dermatitis Milestones Will Drive Significant Long Term Upside Potential
Kymera Therapeutics' fair value estimate has been raised from $77.59 to $114.00 as analysts lift price targets into the $60 to $80 range. They cite growing conviction in KT-621 ahead of key Phase 1b atopic dermatitis data and its potential for significant long term sales.Aggiornamento della narrazione • Nov 30
KYMR: Upcoming Atopic Dermatitis Data Will Unlock Major Upside Potential
Kymera Therapeutics' analyst price target has increased from approximately $74.55 to $77.59. This reflects analysts' growing optimism around upcoming KT-621 clinical milestones and anticipated efficacy data in atopic dermatitis.Aggiornamento della narrazione • Nov 16
KYMR: Upcoming Atopic Dermatitis Data Will Drive Confidence And Momentum
Analysts have raised their price target on Kymera Therapeutics from approximately $69 to $75. This reflects increased optimism around KT-621 data and strengthened near-term revenue growth projections.Aggiornamento della narrazione • Nov 01
KYMR: Advancing Clinical Milestones Will Drive Meaningful Upside in Immunology Indications
Kymera Therapeutics’ analyst price target has increased from $65 to approximately $69, as analysts cite strengthening conviction in the company's KT-621 program and positive upcoming clinical milestones as key drivers for the higher outlook. Analyst Commentary Recent assessments by street analysts show growing optimism surrounding Kymera Therapeutics, particularly regarding the advancement and potential of its KT-621 program.Aggiornamento della narrazione • Oct 18
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
The analyst price target for Kymera Therapeutics has increased modestly from $64.33 to $65.00, as analysts cite strengthened conviction in the KT-621 program and the anticipated impact of upcoming Phase 1b and Phase 2 clinical data as key drivers of valuation. Analyst Commentary Recent research highlights both optimism and caution regarding Kymera Therapeutics as the company's KT-621 program advances through clinical stages.Aggiornamento della narrazione • Oct 04
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Analysts have revised Kymera Therapeutics' fair value target down to approximately $64 from $72. This adjustment is based on updated models that reflect mixed expectations for growth as well as newly anticipated milestones for KT-621 clinical progress.Articolo di analisi • Aug 14
Earnings Update: Kymera Therapeutics, Inc. (NASDAQ:KYMR) Just Reported And Analysts Are Boosting Their Estimates
As you might know, Kymera Therapeutics, Inc. ( NASDAQ:KYMR ) last week released its latest second-quarter, and things...
Nuova narrazione • Mar 21
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Advancing clinical programs and strategic partnerships could increase market share and positively impact future revenue and earnings.Seeking Alpha • Feb 19
Kymera Therapeutics: Plenty Of Potential, But A Long Way From The Finish Line
Summary Today, I circle back to Kymera Therapeutics, which is focused on developing small-molecule therapeutics that degrade disease-causing proteins. The company's pipeline has several 'shots on goal', targeting potentially very large indications and is partnered with drug giant Sanofi for its lead candidate. Kymera has $900 million in cash and no long-term debt, funding operations into mid-2027. An updated analysis around Kymera Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Kymera: Protein Degradation Could Drive Dupixent-Like Value
Summary Kymera Therapeutics' KT-474, partnered with Sanofi, is in Phase 2 trials for Hidradenitis Suppurativa and Atopic Dermatitis, with completion of studies expected mid-2026. KT-621, a STAT6 degrader for immuno-inflammatory disorders, shows promise with Phase 1 data expected in the first half of 2025. The company has $911 million in cash, sufficient to fund operations into mid-2027, covering key milestones and pipeline developments. KT-295 is another candidate in its pipeline, being developed as a TYK2 protein degrader to target inflammatory disorders like IBD. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
Kymera's Protein Degradation Technology: A Promising Bet For Long-Term Biotech Investors
Summary Kymera Therapeutics' innovative TPD technology degrades disease-causing proteins, with promising candidates like KT-474 and KT-621 targeting large TAMs in immunology and oncology. The company's approach leverages the body’s proteasome system to degrade harmful proteins. This could lead to safer and less invasive treatments. Kymera's cash runway of approximately 4.9 years is expected to support the advancement of its pipeline until 2027. I believe the company's strong cash runway and strategic partnership with Sanofi bolster its financial stability and expedite KT-474's development and market adoption. Despite clinical trial risks, KYMR's promising IP and large market potential make it a compelling long-term investment, rated a "Buy" for informed biotech investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Kymera Therapeutics: Advancing Into Phase 2 With Partner Sanofi - I Still Have Faith
Summary Kymera Therapeutics' shares have dropped from $81 to $39 since my note back in 2021, but have risen >130% in the past 6m. The company's technology targets the ubiquitin proteasome system to degrade disease-causing proteins. Kymera's lead candidate, KT-474, is being developed to treat autoimmune conditions and has shown promising results in Phase 1 studies. Partner Sanofi has opted to take KT-474 into Phase 2 studies, paying $55m to do so. Kymera has struggled since reaching post-IPO highs of >$80, but preclinical and clinical validation of several programs offers fresh hope of long-term recovery. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$315m |
| Dec 31 2025 | US$9m | US$693k | -US$311m |
| Sep 30 2025 | n/a | n/a | -US$295m |
| Jun 30 2025 | n/a | n/a | -US$275m |
| Mar 31 2025 | n/a | n/a | -US$241m |
| Dec 31 2024 | US$15m | US$670k | -US$224m |
| Sep 30 2024 | n/a | n/a | -US$167m |
| Jun 30 2024 | n/a | n/a | -US$158m |
| Mar 31 2024 | n/a | n/a | -US$155m |
| Dec 31 2023 | US$10m | US$640k | -US$147m |
| Sep 30 2023 | n/a | n/a | -US$167m |
| Jun 30 2023 | n/a | n/a | -US$158m |
| Mar 31 2023 | n/a | n/a | -US$159m |
| Dec 31 2022 | US$7m | US$600k | -US$155m |
| Sep 30 2022 | n/a | n/a | -US$154m |
| Jun 30 2022 | n/a | n/a | -US$139m |
| Mar 31 2022 | n/a | n/a | -US$124m |
| Dec 31 2021 | US$12m | US$571k | -US$100m |
| Sep 30 2021 | n/a | n/a | -US$79m |
| Jun 30 2021 | n/a | n/a | -US$58m |
| Mar 31 2021 | n/a | n/a | -US$48m |
| Dec 31 2020 | US$4m | US$454k | -US$55m |
| Sep 30 2020 | n/a | n/a | -US$53m |
| Jun 30 2020 | n/a | n/a | -US$57m |
| Mar 31 2020 | n/a | n/a | -US$52m |
| Dec 31 2019 | US$2m | US$362k | -US$41m |
Compensazione vs Mercato: La retribuzione totale di Nello ($USD 8.55M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.37M ).
Compensazione vs guadagni: La retribuzione di Nello è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Nello Mainolfi (47 yo)
7yrs
Mandato
US$8,545,609
Compensazione
Dr. Nello Mainolfi, M.D., Ph D., is Co-Founder, President, Chief Executive Officer and Director at Kymera Therapeutics, Inc. since November 2019. Previously, at Kymera Therapeutics, Dr. Mainolfi served as...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Independent Chairman | 10.8yrs | US$643.00k | 0% $ 0 | |
| Co-Founder | 7yrs | US$8.55m | 0.81% $ 60.2m | |
| Chief Financial Officer | 6.9yrs | US$2.90m | 0.26% $ 19.2m | |
| Chief Legal Officer & Corporate Secretary | less than a year | US$6.37m | 0% $ 0 | |
| Chief Medical Officer | 7.8yrs | US$2.91m | 0.087% $ 6.5m | |
| Chief Business Officer | 1.2yrs | US$3.28m | 0.061% $ 4.5m | |
| Vice President of Investor Relations | 3.4yrs | Nessun dato | Nessun dato | |
| Chief Development Officer | less than a year | Nessun dato | Nessun dato | |
| Head of People & Culture | 4.1yrs | Nessun dato | Nessun dato | |
| SVP of Corporate Strategy | less than a year | Nessun dato | Nessun dato | |
| Head of Research | 5.1yrs | Nessun dato | Nessun dato | |
| Advisor | no data | US$3.46m | 0.0024% $ 177.8k |
3.4yrs
Durata media
52yo
Età media
Gestione esperta: Il team dirigenziale di KYMR è considerato esperto (durata media dell'incarico 3.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder & Independent Chairman | 10.8yrs | US$643.00k | 0% $ 0 | |
| Co-Founder | 6.6yrs | US$8.55m | 0.81% $ 60.2m | |
| Independent Director | 4.4yrs | US$620.50k | 0% $ 0 | |
| Lead Independent Director | 2.3yrs | US$636.87k | Nessun dato | |
| Independent Director | 5.3yrs | US$633.00k | 0% $ 0 | |
| Independent Director | 5.9yrs | US$638.00k | 0% $ 0 | |
| Independent Director | 5.8yrs | US$630.58k | 0.0012% $ 90.8k | |
| Independent Director | 3.6yrs | US$613.00k | 0% $ 0 | |
| Independent Director | 6.3yrs | US$618.00k | 0% $ 0 |
5.8yrs
Durata media
52yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di KYMR sono considerati esperti (durata media dell'incarico 5.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/20 23:46 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| 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 |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| 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
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Metriche di settore e industriali
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Fonti analitiche
Kymera Therapeutics, Inc. è coperta da 38 analisti. 21 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 |
|---|---|
| Etzer Darout | Barclays |
| Eliana Merle | Barclays |
| Zhiqiang Shu | Berenberg |