Sutro Biopharma, Inc.

Report azionario NasdaqGM:STRO

Capitalizzazione di mercato: US$524.7m

Sutro Biopharma Gestione

Criteri Gestione verificati 2/4

Sutro Biopharma Il CEO è Jane Chung, nominato in Mar2025, e ha un mandato di 1.17 anni. la retribuzione annua totale è $ 1.58M, composta da 41.4% di stipendio e 58.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.13% delle azioni della società, per un valore di $ 674.09K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.9 anni e 6 anni.

Informazioni chiave

Jane Chung

Amministratore delegato

US$1.6m

Compenso totale

Percentuale dello stipendio del CEO41.37%
Mandato del CEO1.2yrs
Proprietà del CEO0.1%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione6yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha May 01

Sutro Biopharma: Recycling Past Data Ahead Of The Readout, Sell

Summary Sutro Biopharma underwent major restructuring, including management changes, layoffs, and a 1-for-10 reverse split to maintain NASDAQ compliance. STRO's lead program, STRO-004, is a next-gen tissue factor-targeting exatecan ADC with a DAR of 8, aiming for Phase 1 data in mid-2026. Despite claims of improved safety via Fc-silencing and novel linker chemistry, prior ADCs (luveltamab tazevibulin) with similar strategies suffered high toxicities and discontinuation. Cash reserves and Vaxcyte equity holdings have dropped from ~$400M between 2023 to 2025 to $141.5M as of March 2026, raising sustainability concerns ahead of key clinical readouts. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 25

STRO: ADC Progress And Equity Offering Will Shape Balanced Future Outlook

Analysts have raised their price target for Sutro Biopharma by about $2, reflecting updated fair value estimates along with revised assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Sutro reported promising preclinical data for multiple next generation antibody drug conjugates (ADCs), including STRO-004, STRO-006 and STRO-227, at the American Association for Cancer Research Annual Meeting 2026.
Aggiornamento della narrazione Apr 10

STRO: Equity Offering And Lockup Structure Will Support Future Upside

Analysts now place Sutro Biopharma's price target at about $30.11, up from roughly $27.88. This reflects updated assumptions around fair value, discount rate, future revenue trends, profit margin, and a higher future P/E of about 199x.
Aggiornamento della narrazione Mar 27

STRO: Recent Equity Raises And Lockup Structure Will Support Future Upside

Analysts have revised their price target for Sutro Biopharma from $21.25 to $27.88, reflecting updated assumptions around discount rate, revenue growth, profit margin, and a higher future P/E in their models. What's in the News Sutro Biopharma filed a follow-on equity offering of up to US$100 million in common stock as an at-the-market program, providing flexibility to issue shares over time.
Aggiornamento della narrazione Mar 10

STRO: Equity Raise And Index Removal Will Set Up Future Upside Potential

Analysts have kept their $51.00 price target on Sutro Biopharma unchanged, as a slightly lower discount rate and a higher assumed future P/E multiple are seen as offsetting a softer revenue outlook and reduced profit margin expectations. What's in the News Sutro Biopharma completed a follow on equity offering of approximately US$110.0 million, issuing 7,868,383 common shares at US$13.98 per share with a US$0.8388 discount per share (Key Developments).
Aggiornamento della narrazione Feb 24

STRO: Reverse Split And Equity Raise Will Support Future Upside

Analysts have inched up their price target on Sutro Biopharma to $21.25 from $21, citing updated assumptions that include a slightly lower discount rate, modest changes to long term profit margin expectations, and a higher future P/E multiple. What's in the News Sutro Biopharma completed a follow on equity offering of common stock, raising about US$110.0m through the sale of 7,868,383 shares at US$13.98 per share, reflecting a US$0.8388 per share discount (Key Developments).
Aggiornamento della narrazione Feb 09

STRO: Reverse Split And ADC Pipeline Progress Will Support Future Upside Potential

Analysts have maintained their price target on Sutro Biopharma at US$51.00, making only minor adjustments to their models. Slightly softer assumptions for long-term revenue growth and profit margins are largely offset by a higher future P/E multiple.
Articolo di analisi Feb 04

Here's Why We're A Bit Worried About Sutro Biopharma's (NASDAQ:STRO) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Aggiornamento della narrazione Jan 26

STRO: Reverse Split And ADC Pipeline Progress Will Drive Future Upside

Analysts lifted their price target on Sutro Biopharma to US$51.00 per share, highlighting updated assumptions around fair value, discount rate, revenue growth expectations, profit margins, and a slightly lower future P/E as the key drivers of the change. What's in the News Sutro Biopharma regained compliance with Nasdaq’s continued listing standard for minimum share price under Rule 5450(a)(1) after its common stock maintained an average closing price of at least US$1.00 following a 1:10 reverse stock split effective December 3, 2025 (company announcement).
Aggiornamento della narrazione Jan 10

STRO: Reverse Split And ADC Pipeline Progress Will Support Future Upside

Analysts have trimmed their price target on Sutro Biopharma from US$22.29 to US$21.00, citing updated assumptions that include a slightly lower discount rate, a wider expected revenue decline of about 6.3 percentage points, a modestly higher profit margin, and a higher future P/E multiple. What's in the News Sutro Biopharma was removed from the Nasdaq Biotechnology Index, which can affect index fund ownership that tracks this benchmark (Index Constituent Drops).
Articolo di analisi Dec 31

Sutro Biopharma, Inc.'s (NASDAQ:STRO) Price Is Right But Growth Is Lacking After Shares Rocket 46%

Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders would be excited to see that the share price has had a great month...
Aggiornamento della narrazione Dec 17

STRO: Reverse Split And ADC Pipeline Focus Will Drive Future Upside

Narrative Update on Sutro Biopharma Analysts have reduced their price target on Sutro Biopharma from approximately $28.00 to about $22.30 per share. This reflects a lower assumed future price to earnings multiple, while expectations for revenue growth and profit margins remain largely unchanged.
Aggiornamento della narrazione Dec 03

STRO: Reverse Split And ADC Focus Will Drive Long-Term Upside

Analysts have raised their price target on Sutro Biopharma from 2.69 dollars to 28.00 dollars, citing expectations for improved long term profit margins despite softer revenue growth assumptions and a modestly higher discount rate. What's in the News Sutro Biopharma approved a 1 for 10 reverse stock split or significant stock dividend effective December 3, 2025, aimed at improving its share price profile for investors (company announcement).
Aggiornamento della narrazione Sep 10

ADC Pipeline Focus Will Advance Preclinical Drug Development

The downward revision in Sutro Biopharma’s price target reflects worsening net profit margin and deeper negative revenue growth forecasts, with fair value decreasing from $3.11 to $2.69. What's in the News Sutro Biopharma entered a collaboration with the FDA to co-develop reference materials and improve regulatory standards for ADC drug development, leveraging Sutro's XpressCF technology and FDA's analytical capabilities.
Articolo di analisi Jul 01

Here's Why We're A Bit Worried About Sutro Biopharma's (NASDAQ:STRO) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Articolo di analisi Apr 18

Benign Growth For Sutro Biopharma, Inc. (NASDAQ:STRO) Underpins Stock's 36% Plummet

Unfortunately for some shareholders, the Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has dived 36% in the last...
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Nuova narrazione Apr 03

ADC Pipeline Focus Will Advance Preclinical Drug Development

Strategic focus on preclinical programs and restructuring is set to drive future growth by enhancing drug development and revenue potential.
Articolo di analisi Mar 04

Sutro Biopharma, Inc. (NASDAQ:STRO) Not Doing Enough For Some Investors As Its Shares Slump 25%

To the annoyance of some shareholders, Sutro Biopharma, Inc. ( NASDAQ:STRO ) shares are down a considerable 25% in the...
Seeking Alpha Jan 02

Sutro Biopharma: I Don't Buy That Their Pipeline Is Worthless

Summary STRO's valuation remains compelling despite recent market hits, with optimism for a turnaround driven by late-stage clinical trials and strong pipeline potential. Luveltamab tazevibulin shows promising efficacy in ovarian cancer, with manageable toxicity, positioning it for potential Accelerated Approval by mid-2027. Financially, STRO has a two-year runway with current cash reserves, but further financing may be needed, risking shareholder dilution. Casting a wider net in pivotal trials carries risks but could expand patient eligibility, enhancing the overall investment thesis. Read the full article on Seeking Alpha
Articolo di analisi Nov 30

Why Investors Shouldn't Be Surprised By Sutro Biopharma, Inc.'s (NASDAQ:STRO) 26% Share Price Plunge

Unfortunately for some shareholders, the Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has dived 26% in the last...
Articolo di analisi Oct 11

Revenues Working Against Sutro Biopharma, Inc.'s (NASDAQ:STRO) Share Price Following 25% Dive

The Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Sep 23

Sutro Biopharma's Competitive ADCs Position It For Future Growth In Oncology

Summary STRO specializes in ADCs for oncology, leveraging XpressCF and XpressCF+ platforms for precise antibody-drug conjugates without living cells. STRO-002, a promising ADC for ovarian cancer, has shown favorable safety and efficacy in trials, with potential FDA approval by 2026-2027. Collaborations with Merck, Vaxcyte, and Astellas Pharma could generate up to $3 billion in milestone payments. In my view, STRO's valuation appears cheap relative to its potential. It has ample resources to fund operations and research, making it a "strong buy" despite inherent biotech risks. Read the full article on Seeking Alpha
Articolo di analisi Aug 24

There's No Escaping Sutro Biopharma, Inc.'s (NASDAQ:STRO) Muted Revenues Despite A 29% Share Price Rise

Sutro Biopharma, Inc. ( NASDAQ:STRO ) shares have had a really impressive month, gaining 29% after a shaky period...
Articolo di analisi Aug 22

Brokers Are Upgrading Their Views On Sutro Biopharma, Inc. (NASDAQ:STRO) With These New Forecasts

Celebrations may be in order for Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders, with the analysts delivering a...
Articolo di analisi Aug 16

Analysts Are Upgrading Sutro Biopharma, Inc. (NASDAQ:STRO) After Its Latest Results

Sutro Biopharma, Inc. ( NASDAQ:STRO ) defied analyst predictions to release its quarterly results, which were ahead of...
Articolo di analisi Jun 26

The Market Doesn't Like What It Sees From Sutro Biopharma, Inc.'s (NASDAQ:STRO) Revenues Yet As Shares Tumble 28%

Unfortunately for some shareholders, the Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has dived 28% in the last...
Articolo di analisi May 31

We Think The Compensation For Sutro Biopharma, Inc.'s (NASDAQ:STRO) CEO Looks About Right

Key Insights Sutro Biopharma to hold its Annual General Meeting on 6th of June Salary of US$686.7k is part of CEO Bill...
Articolo di analisi Apr 02

Bearish: Analysts Just Cut Their Sutro Biopharma, Inc. (NASDAQ:STRO) Revenue and EPS estimates

Market forces rained on the parade of Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders today, when the analysts...
Articolo di analisi Mar 28

The Market Doesn't Like What It Sees From Sutro Biopharma, Inc.'s (NASDAQ:STRO) Revenues Yet

With a price-to-sales (or "P/S") ratio of 2x Sutro Biopharma, Inc. ( NASDAQ:STRO ) may be sending very bullish signals...
Articolo di analisi Dec 19

Sutro Biopharma, Inc.'s (NASDAQ:STRO) Price Is Right But Growth Is Lacking After Shares Rocket 43%

Sutro Biopharma, Inc. ( NASDAQ:STRO ) shares have had a really impressive month, gaining 43% after a shaky period...
Articolo di analisi Aug 24

Is Sutro Biopharma (NASDAQ:STRO) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Feb 10

Is Sutro Biopharma (NASDAQ:STRO) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Jan 12

An Intrinsic Calculation For Sutro Biopharma, Inc. (NASDAQ:STRO) Suggests It's 47% Undervalued

Key Insights Sutro Biopharma's estimated fair value is US$13.8 based on 2 Stage Free Cash Flow to Equity Current share...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jane Chung rispetto agli utili di Sutro Biopharma?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$154m

Dec 31 2025US$2mUS$652k

-US$191m

Sep 30 2025n/an/a

-US$217m

Jun 30 2025n/an/a

-US$209m

Mar 31 2025n/an/a

-US$245m

Dec 31 2024US$1mUS$560k

-US$227m

Sep 30 2024n/an/a

-US$124m

Jun 30 2024n/an/a

-US$124m

Mar 31 2024n/an/a

-US$115m

Dec 31 2023US$1mUS$506k

-US$107m

Sep 30 2023n/an/a

-US$172m

Jun 30 2023n/an/a

-US$143m

Mar 31 2023n/an/a

-US$130m

Dec 31 2022US$1mUS$487k

-US$119m

Sep 30 2022n/an/a

-US$123m

Jun 30 2022n/an/a

-US$134m

Mar 31 2022n/an/a

-US$114m

Dec 31 2021US$4mUS$188k

-US$106m

Compensazione vs Mercato: La retribuzione totale di Jane ($USD 1.58M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.72M ).

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


AMMINISTRATORE DELEGATO

Jane Chung (54 yo)

1.2yrs
Mandato
US$1,575,930
Compensazione

Ms. Jane Chung, R.Ph., is Chief Executive Officer of Sutro Biopharma, Inc. from March 13, 2025 and served as its Chief Commercial Officer since August 09, 2021 until November 2023 and served as its Chief O...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jane Chung
CEO & Director1.2yrsUS$1.58m0.13%
$ 674.1k
Gregory Chow
Chief Financial Officerless than a yearUS$854.52k0.012%
$ 62.5k
Hans-Peter Gerber
Chief Scientific Officer2.7yrsUS$942.90k0.057%
$ 301.4k
James Swartz
Founderno dataNessun datoNessun dato
Devendra Luhar
Senior Vice President of Technical Operationsless than a yearNessun datoNessun dato
David Pauling
Chief Administrative Officer & General Counsel5.2yrsNessun dato0.059%
$ 308.7k
Kari Leetch
Senior VP and Head of People & Cultureless than a yearNessun datoNessun dato
Jonathan Fawcett
VP & Head of Clinical Developmentless than a yearNessun datoNessun dato
Regina Cheng
Vice President & Controllerno dataNessun datoNessun dato
0.9yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di STRO non è considerato esperto (durata media 0.9 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jane Chung
CEO & Director1.2yrsUS$1.58m0.13%
$ 674.1k
Connie Matsui
Independent Chair of the Board6.9yrsUS$121.80k0.030%
$ 158.4k
James Panek
Independent Director6.3yrsUS$96.80k0%
$ 0
Daniel Petree
Independent Director16.8yrsUS$95.30k0.014%
$ 71.2k
Carlos Paya
Chair of the Scientific Advisory Board6yrsNessun datoNessun dato
Michael Dybbs
Independent Director7.8yrsUS$86.80k0%
$ 0
Joseph Lobacki
Independent Director9.3yrsUS$108.80k0%
$ 0
Sukhi Jagpal
Independent Director1.8yrsUS$99.30k0%
$ 0
Jon Marc Wigginton
Independent Director5.5yrsUS$100.30k0%
$ 0
Lawrence Fong
Co-Chair of Clinical Advisory Board & Member of Scientific Advisory Boardno dataNessun datoNessun dato
Heidi Hunter
Independent Director4.5yrsUS$99.30k0%
$ 0
Ana Benzaquen
Member of the Clinical Advisory Board5.2yrsNessun datoNessun dato
6.0yrs
Durata media
66.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di STRO sono considerati esperti (durata media dell'incarico 6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 20:19
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
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 guide su come utilizzare i nostri report e 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

Sutro Biopharma, Inc. è coperta da 19 analisti. 12 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
Zhiqiang ShuBerenberg
Tazeen AhmadBofA Global Research
Thomas ShraderBTIG