Madrigal Pharmaceuticals Gestione
Criteri Gestione verificati 3/4
Madrigal Pharmaceuticals Il CEO è Bill Sibold, nominato in Sep2023, e ha un mandato di 2.75 anni. la retribuzione annua totale è $ 19.21M, composta da 4.8% di stipendio e 95.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.036% delle azioni della società, per un valore di $ 4.10M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 3 anni.
Informazioni chiave
Bill Sibold
Amministratore delegato
US$19.2m
Compenso totale
| Percentuale dello stipendio del CEO | 4.78% |
| Mandato del CEO | 2.8yrs |
| Proprietà del CEO | 0.04% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jun 03
MDGL: MASH Eligibility And Upcoming EASL Data Will Shape Bullish Outlook
Analysts have nudged Madrigal Pharmaceuticals' consolidated price target higher, with one firm lifting its view to $709 from $640, citing survey work that points to sizable MASH patient eligibility and higher projected Rezdiffra usage, while other recent updates have made smaller downward adjustments. Analyst Commentary While one firm raised its price target and highlighted survey work that points to a large pool of eligible MASH patients, not all recent commentary has been supportive.Seeking Alpha • Jun 03
Madrigal Pharmaceuticals Could Become The Next Vertex
Summary Madrigal Pharmaceuticals, Inc. is a high-risk/high-reward play, focused solely on MASH with its first-in-class drug Rezdiffra. Rezdiffra's initial U.S. TAM is expanding, with diagnosis rates and label extensions potentially driving revenue to double-digit billions over the next decade. Competition from Novo Nordisk’s Wegovy and upcoming Efruxifermin poses significant long-term risk, but MDGL enjoys a near-term lead and first-mover advantage. I assign MDGL stock a Buy rating, expecting strong growth for 2–3 years, but anticipate volatility and recommend position sizing discipline around $400/share. Read the full article on Seeking AlphaAggiornamento della narrazione • May 18
MDGL: MASH Pool Assumptions Versus Gross To Net Execution Will Shape Outlook
The analyst price target for Madrigal Pharmaceuticals has risen from $529 to $550. Analysts point to survey work that highlights a large MASH treatment pool and higher projected Rezdiffra use, along with updated assumptions for patient mix, revenue growth, margins, and P/E multiples.Aggiornamento della narrazione • Apr 27
MDGL: Gross To Net Execution And Margin Pressure Will Shape Balanced Outlook
Analysts have reset Madrigal Pharmaceuticals' price target to $529 from $570, reflecting updated forecasts that factor in recent commentary on gross to net adjustments, as well as revised assumptions for growth, profitability, and forward P/E. Analyst Commentary Bearish analysts have trimmed expectations for Madrigal Pharmaceuticals, pointing to updated assumptions around gross to net adjustments, as well as revisions to growth, profitability, and P/E assumptions.Aggiornamento della narrazione • Apr 13
MDGL: Gross To Net Execution And Cirrhosis Expansion Will Shape Balanced Outlook
Analyst price targets on Madrigal Pharmaceuticals have been reset to $529, with the change largely tied to updated forecasts that factor in comments on gross to net adjustments. Other recent research has introduced new bullish coverage and higher targets from different firms.Aggiornamento della narrazione • Mar 30
MDGL: MASH Combinations And Cirrhosis Expansion Will Shape Balanced Future Outlook
Analysts now set a consolidated price target for Madrigal Pharmaceuticals at $529, down from previous levels such as $570, reflecting updated forecasts around gross-to-net adjustments, even as model assumptions for revenue growth, profit margins, and future P/E remain broadly consistent. Analyst Commentary Recent research updates on Madrigal Pharmaceuticals show a mix of support and caution, with several bearish analysts rethinking how much upside is left after the stock's strong prior move and the latest company updates.Aggiornamento della narrazione • Mar 16
MDGL: Cirrhosis Expansion And MASH Combinations Will Drive Future Repricing
Analysts now set the fair value estimate for Madrigal Pharmaceuticals at $529, up $27 from $502. This reflects updated models that factor in gross to net adjustments, recent licensing activity, and mixed revisions to Street price targets across firms.
Aggiornamento della narrazione • Mar 02
MDGL: MASH Franchise And DGAT2 Combo Plans Will Drive Future Upside
Madrigal Pharmaceuticals' updated analyst price target reflects a modest adjustment, with fair value edging from about $900.66 to $904.36 as analysts factor in recent target cuts around $529 to $570, alongside fresh bullish initiation and higher targets above $600 tied to updated product and combination-therapy assumptions. Analyst Commentary Recent Street research on Madrigal Pharmaceuticals shows a mix of caution and optimism, with valuation debate sitting alongside higher fair value estimates tied to execution on its MASH franchise and new pipeline additions.
Aggiornamento della narrazione • Feb 16
MDGL: Future Leadership Will Rely On MASH Cirrhosis Uptake Versus GLP 1 Pressure
The analyst price target for Madrigal Pharmaceuticals has been revised higher to $671.07, up from $603.47. Analysts now factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E, following recent research that highlights both enthusiasm for Rezdiffra's commercial potential and some valuation concerns.Aggiornamento della narrazione • Feb 02
MDGL: MASH Franchise Expansion And New DGAT2 Combo Study Will Drive Upside
The updated analyst price target for Madrigal Pharmaceuticals moves from about $567 to roughly $901 per share, with analysts pointing to stronger modeled profitability, a higher assumed future P/E multiple, and continued enthusiasm for Rezdiffra across multiple research updates. Analyst Commentary Recent research coverage on Madrigal Pharmaceuticals has leaned positive overall, with a series of price target increases and a few ratings changes that highlight how divided views are at current levels.Aggiornamento della narrazione • Jan 19
MDGL: Cirrhosis Expansion And Combination Plans Will Test High Expectations
Analysts have modestly adjusted their price targets for Madrigal Pharmaceuticals, with a slight upward shift reflected in updated models that factor in Rezdiffra uptake, expanded MASH opportunities including potential combinations with ervogastat, and a range of views on valuation and longer term penetration assumptions. Analyst Commentary Recent research on Madrigal Pharmaceuticals shows a mix of optimism around Rezdiffra and its potential role in MASH, paired with increasingly careful debate around valuation, competitive pressures, and execution risks.Aggiornamento della narrazione • Jan 04
MDGL: Elevated Expectations For Cirrhosis Opportunity Will Face Heightened Competitive Pressures
Madrigal Pharmaceuticals' analyst price target has risen sharply from approximately $312 to $502 per share, as analysts factor in stronger long term profitability and higher penetration assumptions for Rezdiffra across F2-F3 and F4c MASH populations, despite moderating top line growth expectations and a modestly higher discount rate. Analyst Commentary Recent Street research reflects a broadly constructive outlook on Madrigal Pharmaceuticals, with multiple firms lifting price targets in response to stronger than expected Rezdiffra uptake and expanding commercial visibility in both F2 F3 and compensated F4c MASH populations.Aggiornamento della narrazione • Dec 20
MDGL: Future Leadership Will Depend On Cirrhosis Uptake Amid GLP 1 Competition
The analyst price target for Madrigal Pharmaceuticals has been raised by approximately $40 per share, as analysts cite stronger-than-expected real-world uptake of Rezdiffra, expanded penetration assumptions across F2, F3, and emerging F4c populations, and increased confidence in the drug's long-term commercial trajectory despite GLP-1 competition. Analyst Commentary Recent Street research reflects a strongly constructive tone on Madrigal Pharmaceuticals, with multiple firms lifting price targets into the mid to high $500s and $600s range, underpinned by faster than expected Rezdiffra adoption and expanding addressable populations across F2, F3, and emerging F4c disease.Aggiornamento della narrazione • Dec 06
MDGL: Future Leadership Will Depend On Expanding MASH Cirrhosis And Fibrosis Therapy Adoption
Madrigal Pharmaceuticals' analyst price target has been raised into the low to mid $600s per share from the high $500s, as analysts factor in stronger long term profitability expectations and sustained Rezdiffra uptake across F2-F3 and emerging F4c populations. Analyst Commentary Bullish analysts are increasingly constructive on Madrigal's outlook as they update models to reflect stronger real world Rezdiffra uptake, expanded addressable populations and emerging combination therapy optionality.Aggiornamento della narrazione • Nov 21
MDGL: Future Leadership Will Depend On Expanding Liver Fibrosis Therapy Penetration Amid Competition
Madrigal Pharmaceuticals’ analyst price target has been raised from approximately $536 to $564 per share. This reflects increased confidence among analysts in Rezdiffra’s market penetration and longer-term growth prospects, despite evolving competitive dynamics.Articolo di analisi • Nov 12
Madrigal Pharmaceuticals, Inc.'s (NASDAQ:MDGL) 26% Price Boost Is Out Of Tune With Revenues
Madrigal Pharmaceuticals, Inc. ( NASDAQ:MDGL ) shares have continued their recent momentum with a 26% gain in the last...Aggiornamento della narrazione • Nov 07
MDGL: Future Revenue Leadership Will Depend On Therapy Adoption Amid Rising Competition
The analyst consensus price target for Madrigal Pharmaceuticals has increased by approximately $23 to $536, as analysts cite continued strength from Rezdiffra as well as improved long-term profitability expectations. Analyst Commentary Bullish Takeaways Bullish analysts have increased price targets for Madrigal Pharmaceuticals, emphasizing Rezdiffra’s ongoing outperformance and supportive market dynamics, even as new competitors enter the F2-F3 MASH segment.Aggiornamento della narrazione • Oct 24
EU Expansion and Combination Therapies Will Drive Future Opportunity
Analysts have increased their price target for Madrigal Pharmaceuticals by approximately $100. They now expect shares to reach around $550, citing Rezdiffra's robust launch progress, new approvals, and potential from combination therapy strategies.Aggiornamento della narrazione • Oct 10
US Patent And EU Expansion Will Secure Future Potential
The analyst price target for Madrigal Pharmaceuticals has increased by approximately $8 to $489.54. Analysts cite stronger-than-expected revenue growth, improved profit margins, and favorable momentum following recent approvals and positive market dynamics.Aggiornamento della narrazione • Sep 26
US Patent And EU Expansion Will Secure Future Potential
Analysts raised Madrigal Pharmaceuticals’ price target to $481.85, citing strong EU approval momentum, first-mover advantage for Rezdiffra in MASH, guideline inclusion, and extended patent protection driving long-term value. Analyst Commentary Bullish analysts cite Madrigal’s strong positioning to dominate the metabolic dysfunction-associated steatohepatitis (MASH) treatment landscape through its proprietary thyroid hormone receptor-beta platform.Aggiornamento della narrazione • Sep 11
US Patent And EU Expansion Will Secure Future Potential
Madrigal Pharmaceuticals’ consensus price target has been raised to $466.38 as analysts cite EU conditional approval, first-line therapy status, improved sales visibility, and extended patent protection for Rezdiffra as key drivers strengthening blockbuster potential and reducing risk. Analyst Commentary Bullish analysts believe Madrigal is uniquely positioned to dominate the metabolic dysfunction-associated steatohepatitis (MASH) market, leveraging its thyroid hormone receptor-beta platform.Aggiornamento della narrazione • Aug 27
US Patent And EU Expansion Will Secure Future Potential
The consensus analyst price target for Madrigal Pharmaceuticals was raised from $449.57 to $461.43, primarily driven by the EU approval and expanded patent protection for Rezdiffra, which de-risks future cash flows and supports robust sales expectations in a large addressable market. Analyst Commentary Bullish analysts updated their models to reflect the recent EU approval of Rezdiffra, reducing risk and subsequently lowering the discount rate applied to future cash flows.Articolo di analisi • Aug 22
Madrigal Pharmaceuticals, Inc.'s (NASDAQ:MDGL) 30% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Madrigal Pharmaceuticals, Inc. ( NASDAQ:MDGL ) shares have been powering on, with a gain...Articolo di analisi • Aug 13
Forecast: Analysts Think Madrigal Pharmaceuticals, Inc.'s (NASDAQ:MDGL) Business Prospects Have Improved Drastically
NasdaqGS:MDGL 1 Year Share Price vs Fair Value Explore Madrigal Pharmaceuticals's Fair Values from the Community and...Articolo di analisi • Aug 08
Earnings Beat: Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their Forecasts
NasdaqGS:MDGL 1 Year Share Price vs Fair Value Explore Madrigal Pharmaceuticals's Fair Values from the Community and...
Nuova narrazione • May 03
FDA Approval Will Expand MASH Treatment Market Reach
First FDA-approved MASH treatment and strong U.S. market launch position Madrigal Pharmaceuticals for significant revenue growth.Seeking Alpha • Feb 26
Madrigal Pharmaceuticals Q4 Earnings Review: Strong Quarter, Even Stronger Outlook
Summary Madrigal Pharmaceuticals, Inc.'s Rezdiffra, the first approved drug for MASH, showed strong sales growth, with Q4 net sales up 66% to $103.3m. Despite a net loss of $466m in 2024, Madrigal's cash position improved to $931m, and Rezdiffra's market potential remains significant with no current competitors. Positive study data and upcoming European approval could further boost Rezdiffra's market presence, making Madrigal a prime M&A target. While GLP-1 agonists pose a potential threat, Rezdiffra's oral availability and strong initial market penetration suggest long-term growth and a solid buy opportunity for MDGL stock. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
Madrigal Pharmaceuticals Rezdiffra Vies For Blockbuster Status In MASH
Summary Madrigal Pharma's REZDIFFRA achieved $100-$103M in Q4 sales, marking 61% growth, with market penetration of only 4% relative to TAM, indicating blockbuster potential. Potential competition from GLP-1 drugs and other MASH therapies exists, but REZDIFFRA's combination use and first-mover advantage mitigate these risks. Analysts project $515M in 2025 sales, driven by Medicare coverage, low market penetration, and European launch, making MDGL stock a STRONG BUY. Despite volatility and buyout speculation, Madrigal's commanding position in MASH supports a 12-month price target of $455/share. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Fast Drug Launch For Madrigal Pharmaceuticals Brings Buyout Discussion
Summary Rezdiffra's strong launch has been confirmed by robust sales in the first two quarters, even though it may have only been used in 2% of its current target patient population. Competitors with MASH therapies like NVO, SGMT, ALT and Boehringer Ingelheim are making progress, although the possibility of combinations could limit any downside for MDGL. There is ongoing discussion about a potential buyout, adding another layer of interest for investors, and a potential EU launch in H2'25. Read the full article on Seeking AlphaSeeking Alpha • Nov 03
Rezdiffra Gains Traction In NASH As Madrigal Pharmaceuticals Targets European Expansion
Summary Madrigal Pharmaceuticals' Rezdiffra has favorable initial market adoption and FDA approval, positioning it as a foundational therapy for NASH with advanced fibrosis. Broad insurance coverage and allowance for non-invasive testing [NIT] enhance patient accessibility and Rezdiffra’s adoption rate. Competition from Novo Nordisk's Semaglutide poses a market risk, but Rezdiffra’s liver-specific mechanism offers a targeted advantage. MDGL's strategic geographic expansion, particularly EMA approval in Europe, could significantly increase Rezdiffra’s TAM. Despite its cash burn, MDGL's growth and cash reserves provide enough runway. Thus, I maintain my "Buy" rating for MDGL stock. Read the full article on Seeking AlphaSeeking Alpha • Oct 24
Madrigal: Why I'm Having Doubts On The Bull Case Ahead Of Q3 Earnings
Summary Madrigal's Rezdiffra, the first FDA-approved drug for MASH, shows promise but faces competition from GLP-1 drugs and financial challenges in launching in Europe. Despite meeting Phase 3 endpoints and early sales success, Madrigal's Q3 earnings will be crucial in determining Rezdiffra's commercial viability and stock performance. The potential for Rezdiffra to achieve blockbuster status is tempered by its high cost and the emerging threat of GLP-1 agonists in the MASH market. Given the uncertainties and competitive landscape, I am downgrading Madrigal from a "Buy" to a "Hold" ahead of Q3 earnings. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
While Madrigal's Rezdiffra Impresses, Great Uncertainties Loom In MASH Market
Summary Madrigal Pharmaceuticals' Q2 2024 revenue from Rezdiffra exceeded expectations at $14.6 million. The company's SG&A expenses surged to $105.4 million, reflecting launch activities. Over 2,000 patients are currently on Rezdiffra, with broad insurance coverage. I recommend selling Madrigal Pharmaceuticals due to significant uncertainties and competitive pressures. Read the full article on Seeking AlphaSeeking Alpha • Jun 09
Madrigal May Not Be Able To Shrug GLP-1 Drugs For Long
Summary Eli Lilly's tirzepatide shows potential in resolving metabolic dysfunction-associated steatohepatitis without worsening fibrosis. GLP-1 drugs pose a serious threat to Madrigal's Rezdiffra, potentially dominating the MASH market. Madrigal's financial health is stable with sufficient funding for the launch of Rezdiffra, but profitability and market prospects remain uncertain. Despite its market position, Madrigal faces substantial risks, leading to a sell recommendation. 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$309m |
| Dec 31 2025 | US$19m | US$919k | -US$288m |
| Sep 30 2025 | n/a | n/a | -US$289m |
| Jun 30 2025 | n/a | n/a | -US$282m |
| Mar 31 2025 | n/a | n/a | -US$392m |
| Dec 31 2024 | US$12m | US$890k | -US$466m |
| Sep 30 2024 | n/a | n/a | -US$519m |
| Jun 30 2024 | n/a | n/a | -US$510m |
| Mar 31 2024 | n/a | n/a | -US$444m |
| Dec 31 2023 | US$33m | US$275k | -US$374m |
Compensazione vs Mercato: La retribuzione totale di Bill ($USD 19.21M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.78M ).
Compensazione vs guadagni: La retribuzione di Bill è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Bill Sibold (60 yo)
2.8yrs
Mandato
US$19,206,341
Compensazione
Mr. William J. Sibold, also known as Bill, serves as Chief Executive Officer, President and Director at Madrigal Pharmaceuticals, Inc. since September 8, 2023. Mr. Sibold joined Madrigal Pharmaceuticals, I...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2.8yrs | US$19.21m | 0.036% $ 4.1m | |
| Founder | 14.8yrs | US$6.87m | 1.91% $ 217.4m | |
| Executive VP & CFO | 2.3yrs | US$6.09m | 0% $ 0 | |
| Executive VP | 1.8yrs | US$5.18m | 0.0019% $ 215.9k | |
| Executive VP & Chief Commercial Officer | 2.6yrs | US$5.44m | 0.0019% $ 211.3k | |
| Executive VP & Chief Medical Officer | 1.2yrs | US$9.19m | 0.044% $ 4.9m | |
| Executive Vice President of Business Planning & Operations | 1.7yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Accounting Officer | less than a year | Nessun dato | Nessun dato | |
| Executive VP & Chief Information Officer | 2.6yrs | Nessun dato | Nessun dato | |
| Chief Investor Relations Officer | 2.4yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Human Resources Officer | 2.4yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Clinical & Technical Operations | no data | Nessun dato | Nessun dato |
2.4yrs
Durata media
60yo
Età media
Gestione esperta: Il team dirigenziale di MDGL è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 2.8yrs | US$19.21m | 0.036% $ 4.1m | |
| Founder | 9.9yrs | US$6.87m | 1.91% $ 217.4m | |
| Independent Chairman of the Board | 3yrs | US$503.40k | 0% $ 0 | |
| Independent Director | 1.3yrs | US$761.74k | 0.0019% $ 220.4k | |
| Director | 9.9yrs | US$469.15k | 0.75% $ 84.7m | |
| Independent Director | 9.8yrs | US$494.90k | 0.092% $ 10.5m | |
| Independent Director | 7yrs | US$477.02k | 0.0083% $ 942.0k | |
| Independent Director | less than a year | US$613.10k | Nessun dato | |
| Independent Director | 3yrs | US$494.90k | 0.018% $ 2.1m |
3.0yrs
Durata media
64yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MDGL sono considerati esperti (durata media dell'incarico 3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/05 09:11 |
| Prezzo dell'azione a fine giornata | 2026/06/05 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 |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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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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
Madrigal Pharmaceuticals, Inc. è coperta da 26 analisti. 15 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 |
|---|---|
| Eliana Merle | Barclays |
| Matthew Luchini | BMO Capital Markets Equity Research |
| Jason Zemansky | BofA Global Research |