LAVA Therapeutics N.V.

Report azionario NasdaqGS:LVTX

Capitalizzazione di mercato: US$45.8m

This company has been acquired

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

LAVA Therapeutics Crescita futura

Criteri Future verificati 0/6

Si prevede che i ricavi di LAVA Therapeutics diminuiranno del 79.1% all'anno, mentre si prevede che i suoi utili annuali cresceranno del 10.9% all'anno. Si prevede che l'EPS crescerà del 39.8% all'anno.

Informazioni chiave

10.9%

Tasso di crescita degli utili

39.77%

Tasso di crescita dell'EPS

Biotechs crescita degli utili25.4%
Tasso di crescita dei ricavi-79.1%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento21 Nov 2025

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi • Apr 06

Investors Aren't Buying LAVA Therapeutics N.V.'s (NASDAQ:LVTX) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 2.5x LAVA Therapeutics N.V. ( NASDAQ:LVTX ) is definitely...
Articolo di analisi • Jun 02

Revenues Working Against LAVA Therapeutics N.V.'s (NASDAQ:LVTX) Share Price Following 25% Dive

LAVA Therapeutics N.V. ( NASDAQ:LVTX ) shareholders that were waiting for something to happen have been dealt a blow...
Articolo di analisi • Mar 01

LAVA Therapeutics (NASDAQ:LVTX) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Oct 18

LAVA Therapeutics: Assessing A Promising Innovator

Summary LAVA is able to form a highly profitable partnership with Seagen to develop LAVA-1223 for various solid tumors. The company's Gammabody platform holds strong promises as a delivery vehicle for a differentiated type of cellular therapy. There is an upcoming data release this November which indicates further upside to the stock. LAVA "Predicting rain doesn't count. Building arks does." - Warren Buffett I recently wrote a research article on Seagen (SGEN). That is to say, the company is entering into a partnership with LAVA Therapeutics (LVTX) for the use of its Precision Gammabody platform. As I was analyzing the aforesaid development, my intuition tells me that there has to be substantial unlocked value/growth in LAVA for Seagen to be interested in the firm. After all, a highly reputable firm would not form a partnership with a smaller operator unless there are tremendous promises. As I learned more about LAVA, I'm excited to deliver to you what I found. In this article, I'll present a fundamental analysis of LAVA and share with you my expectation of this growth equity. Figure 1: LAVA's chart (StockCharts) About The Company As usual, I'll feature a brief corporate overview for new investors. If you are familiar with the firm, I recommend that you skip to the next section. Operating out of the Netherlands and USA, LAVA is a clinical-stage company that is focused on the innovation and commercialization of cellular therapies. Leveraging the Gammabody platform, the company is advancing a portfolio of bispecific gamma delta T cell engagers to treat both solid and blood cancers. Figure 2: Therapeutics pipeline (LAVA) Partnerships On the partnership front, you can see that LAVA is able to ink two deals: one with Seagen and the other with Jansen which is a subsidiary of Johnson & Johnson (JNJ). That is big because it signifies that their drug/technology holds tremendous value. Else, big pharma wouldn't be interested in a partnership. Another point to consider is that the partner can offer their expertise as well as the capital needed for the lengthy and costly innovation process. As you know, both expertise and tremendous capital are required to develop blockbuster drugs. Mechanism of Action (i.e., MOA): Precision Gammabody Platform To Unlock Power of The Immune System Shifting gears, let us walk through the mechanism of action of the said platform. I know science can be quite boring for some of you. Nevertheless, it would make a huge difference in your investment returns in the long haul. That being said, if you've been following my research on cellular therapy, you can see that I'm a huge proponent of using the T-cells - the General of the body's natural defense (i.e., immune) system. Inside your body are constant battles between diseases and healing by the immune system. The two cells that are most important are the T-cells and B-cells. As you know, T-cells are "the Generals" while B-cells are "the commanding officers." By engineering the T-cells with the intelligence against various cancers, you can launch a highly efficacious attack to decimate these rogue cells. If you went back to my research on Kite Pharma (KITE) and Juno Therapeutics (JUNO), you can see that Kymriah saved lives in seemingly hopeless situations. From the figure below, you can tell that LAVA is using a subpopulation of Vγ9Vδ2 (Vgamma9 Vdelta2) T cells that has tremendous potential. For sake of simplicity, I will refer to those cells as GD-T-cells. Precisely speaking, these T-cells can communicate between both innate and adaptive immunity. The innate system is like your skin barrier against infection. Whereas, your adaptive immunity comes from the intelligence that T-cells gained from attacking invaders. When you focus on molecules that can integrate both innate and adaptive defenses together, the results are extremely powerful cancer eradication. Figure 3: GD-T-cells mechanisms of action (LAVA) Disease Context (i.e., DC): GD-T-cells Are Excellent At Eradicating Cancers Viewing the figure below, you can appreciate two trends. The first is that these GD-T-cells are present in many cancers. Second, the more of these GD-T-cells present, the better the patient's chances of survival. If you put those two facts together, you can see that GD-T-cells have tremendous therapeutic potential in the cancer disease context. As you can imagine, cancer cells exert immunosuppressive effects on their environment. Putting it another way, cancer cells excrete chemicals that dampen the immune response. Therefore, they put key immune cells like (B and T cells) to sleep. By activating the specialized GD-T-cells, those supreme Generals will wake up the body's whole defense army to launch an effective/efficient counterattack against cancers. In a nutshell, the GD-T-cell mechanism of action fits perfectly in the disease context of treating cancers like matching puzzle pieces. Figure 4: GD-T-cells as a differentiation factor against many cancers (LAVA) Supporting Data: Robust Early Results All the sound science with the matching MOA and Disease Context is meaningless unless GD-T-cells can demonstrate strong data results. In the preclinical models below, you can appreciate two developments. The first is the higher killing of cancer cells (i.e., cytotoxicity or lysis) comes from a higher concentration of GD-T-cells (i.e., Gammabody). The second is that longer treatment duration leads to more cancer cell destruction. Essentially, it indicates that GD-T-cells work against cancers. Figure 5: GD-T-cells exhibit potent cancer-killing in preclinical models (LAVA) A big concern about cancer drugs is that they can be quite toxic to normal cells. That's why patients on chemotherapy lose their hair, etc. Nevertheless, chemo/immunotherapies are still being used because their benefits outweigh the harms. Interestingly, GD-T-cells kill cancer cells (in both blood and solid tumor models) while not hitting the normal cells. As LAVA advances its drug, that selective killing is huge market differentiation. And that advantage would lead to launch success. Perhaps, that's why LAVA is able to garner partnership deals with Seagen and Janssen. Figure 6: Selective kill of cancer cells while sparing healthy counterparts (LAVA) The Seagen Deal As you know, Seagen put LAVA on the map by inking a huge partnership deal back on September 26. Accordingly, LAVA would receive $50M in upfront payment with the potential to earn up to $650M in milestones and royalties. Notably, the partnership would allow Seagen to in-license LAVA-1223 for EGFR-expressing solid tumors. Seagen also has an option to pick up two additional targets using the Gammabody platform. I noted in the prior article, Capturing the power of the Gammabody technology, LAVA-123 triggers a specific subset of T-cells ... to target a highly prevalent surface marker in solid tumors. Namely, that marker is the epidermal growth factor receptor (i.e., EGFR). You can think of LAVA-1223 as a smart medicine telling the GD T-cells to zone in on cancers having the EGFR on its surface while sparing normal cells. That confers tremendous specificity and highly efficacious cancer decimation. With EGFR being found on many cancer cells (colorectal, lung, head/neck), the potential of this first-in-class drug is tremendous. You can see that this deal is tremendous for LAVA. The $50M in cash is substantial capital for the $153.1M market cap company. LAVA doesn't have to do much work now. They can just simply wait for Seagen to use Gammabody to advance LAVA-1223 for various tumors. Meanwhile, the deal substantially improves LAVA's reputation in the market. Highly enthused by the collaboration, the president and CEO of LAVA (Stephen Hurly) commented,
Seeking Alpha • Sep 13

LAVA Therapeutics GAAP EPS of -$0.31 beats by $0.30, revenue of $0.47M beats by $0.11M

LAVA Therapeutics press release (NASDAQ:LVTX): Q2 GAAP EPS of -$0.31 beats by $0.30. Revenue of $0.47M (-56.5% Y/Y) beats by $0.11M. As of June 30, 2022, LAVA had cash, cash equivalents, and investments totaling $110.7 million compared to cash and cash equivalents of $133.2 million as of December 31, 2021, which we expect to be sufficient to fund the Company for approximately two years.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:LVTX - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2027N/A-47-42N/A1
12/31/2026N/A-46-41N/A1
12/31/2025N/A-44-32N/A1
9/30/20255-23-31-31N/A
6/30/20255-28-36-36N/A
3/31/20255-28-30-30N/A
12/31/202412-25-20-20N/A
9/30/20247-28-31-31N/A
6/30/20247-24-28-28N/A
3/31/202413-29-33-33N/A
12/31/20237-42-41-40N/A
9/30/20239-5067N/A
6/30/202324-41-10N/A
3/31/202320-3633N/A
12/31/202219-3234N/A
9/30/202218-25-40-39N/A
6/30/20225-33-34-33N/A
3/31/20225-32-33-32N/A
12/31/20215-42-29-29N/A
9/30/20216-37-29-28N/A
6/30/20215-34-25-24N/A
3/31/20215-31-12-11N/A
12/31/20204-16-10-9N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che LVTX rimarrà non redditizia nei prossimi 3 anni.

Guadagni vs Mercato: Si prevede che LVTX rimarrà non redditizia nei prossimi 3 anni.

Guadagni ad alta crescita: Si prevede che LVTX rimarrà non redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che LVTX non avrà alcun fatturato il prossimo anno.

Ricavi ad alta crescita: Si prevede che LVTX non avrà alcun fatturato il prossimo anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di LVTX è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/11/25 21:13
Prezzo dell'azione a fine giornata2025/11/20 00:00
Utili2025/09/30
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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

LAVA Therapeutics N.V. è coperta da 3 analisti. 1 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 HowertonJefferies LLC
Roger SongJefferies LLC
Jessica FyeJ.P. Morgan