Tectonic Therapeutic, Inc.

Report azionario NasdaqGM:TECX

Capitalizzazione di mercato: US$549.5m

Tectonic Therapeutic Gestione

Criteri Gestione verificati 2/4

Tectonic Therapeutic Il CEO è Alise Reicin, nominato in Aug2020, e ha un mandato di 5.75 anni. la retribuzione annua totale è $ 7.35M, composta da 8.7% di stipendio e 91.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.67% delle azioni della società, per un valore di $ 9.16M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.4 anni e 5.8 anni.

Informazioni chiave

Alise Reicin

Amministratore delegato

US$7.4m

Compenso totale

Percentuale dello stipendio del CEO8.72%
Mandato del CEO5.8yrs
Proprietà del CEO1.7%
Durata media del management4.4yrs
Durata media del Consiglio di amministrazione5.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • May 19

Tectonic Therapeutics: Currently In A Catalyst Vacuum

Summary Tectonic Therapeutics (TECX) targets the large, unmet PH-HFpEF market with TX45, a long-acting relaxin analog, aiming for blockbuster potential. TX45 showed promising Phase 1b results, with significant reductions in pulmonary pressures and strong safety, but faces skepticism after competitor failures. Phase 2 APEX topline data for TX45, expected year end 2026, is a high-stakes catalyst and the company has a cash runway until yearend 2028. An analysis around Tectonic Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha
Articolo di analisi • Nov 10

Companies Like Tectonic Therapeutic (NASDAQ:TECX) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Articolo di analisi • May 20

We Think Tectonic Therapeutic (NASDAQ:TECX) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Apr 23

Tectonic Therapeutic: A Buy On Massive Opportunity Of TX45 In PH HFpEF

Summary We initiate a Buy rating on Tectonic Therapeutic due to promising data for TX45. TX45 showed positive interim Phase 1b results, but the APEX Phase 2 trial with 180 patients will be crucial for validating its efficacy and safety. TX2100 targets hereditary hemorrhagic telangiectasia with promising preclinical data, aiming for a Phase 1 launch in late 2025 or early 2026. Financially, TECX has a strong cash position to fund operations into late 2028 but faces significant risks if clinical trials do not meet expectations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 05

Tectonic: Expansion Of TX45 Candidate Possible After Positive Interim Data

Summary Positive interim results released from phase 1b study, using TX45 for the treatment of patients with pulmonary hypertension heart failure with preserved ejection fraction. Data from phase 1b study using TX45 for the treatment of patients with pulmonary hypertension heart failure with reduced ejection fraction, expected in 2nd half of 2025. In the 7 major markets, the heart failure market is expected to grow to $33.7 billion in 2032. TX2100 is another candidate in the company's pipeline which is currently undergoing IND-enabling studies to target patients with Hemorrhagic Telangiectasia; Phase 1 study expected Q4 2025/Q1 2026. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Tectonic Therapeutic: Stock Spikes On Heart Failure Data -- Why I See Further Upside

Summary Tectonic Therapeutic, Inc.'s stock surged 120% after positive Phase 1b data for TX45 in treating PH-HFpEF, a condition with no approved therapies. TX45, an Fc-relaxin fusion protein, showed promising hemodynamic improvements and safety, potentially addressing both pulmonary and cardiac aspects of PH-HFpEF. Despite concerns over small data sets and past failures of similar drugs, Tectonic's experienced management and promising data make TECX stock an intriguing “Buy” opportunity. Investors may consider waiting for further data or fundraising announcements to mitigate risks, but the potential market opportunity is significant. Read the full article on Seeking Alpha
Articolo di analisi • Jan 10

We Think Tectonic Therapeutic (NASDAQ:TECX) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Dec 30

Tectonic Therapeutic: Waiting For A Pullback

Summary Tectonic Therapeutic, Inc. has seen a significant stock rally which has seen its shares nearly triple since this summer. The rally has been driven by analyst optimism and the initiation of Phase 2 trials for its lead asset TX45. This compound has the potential to be a 'best of breed' product for a large untreated population. What is ahead for Tectonic Therapeutic and its shareholders in 2025?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

Tectonic Therapeutic: Interesting CV Disease Drug Developer

Summary Tectonic Therapeutic's lead candidate TX45 showed positive phase 1 results for Group 2 Pulmonary Hypertension, driving the stock up over 100% in September. TX45 is an Fc-relaxin fusion molecule targeting the RXFP1 receptor, offering potential therapeutic benefits for hypertension and heart failure with preserved ejection fraction (HFpEF). Tectonic has a solid financial position with a market cap of $551mn, $185mn in cash reserves, and a cash runway extending into 2027. Despite early-stage development and competition from AstraZeneca, TECX is promising, with strong support from Wells Fargo and a long cash runway. Read the full article on Seeking Alpha
Articolo di analisi • Sep 22

Here's Why We're Not Too Worried About Tectonic Therapeutic's (NASDAQ:TECX) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Aug 05

Tectonic Therapeutic: Analyzing Its Post-Merger Valuation And Prospects

Summary Tectonic Therapeutic, Inc. is a biotechnology company focusing on therapeutic biologics targeting GPCRs through its GEODe platform. TECX emerged after a merger with Avrobio, combining gene therapy expertise with GPCR-targeted protein development. The lead drug candidate, TX45, is in Phase 1 trials for pulmonary hypertension due to heart failure with preserved ejection fraction (HFpEF). The company's cash runway is expected to last until mid-2027, potentially necessitating future capital raises. TECX's valuation appears relatively cheap compared to peers, but its early-stage research and cash burn risks lead me to a neutral stance. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Alise Reicin rispetto agli utili di Tectonic Therapeutic?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$83m

Dec 31 2025US$7mUS$641k

-US$74m

Sep 30 2025n/an/a

-US$67m

Jun 30 2025n/an/a

-US$66m

Mar 31 2025n/an/a

-US$59m

Dec 31 2024US$6mUS$606k

-US$58m

Sep 30 2024n/an/a

-US$53m

Jun 30 2024n/an/a

-US$46m

Mar 31 2024n/an/a

-US$44m

Dec 31 2023US$932kUS$575k

-US$43m

Compensazione vs Mercato: La retribuzione totale di Alise ($USD 7.35M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.64M ).

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

AMMINISTRATORE DELEGATO

Alise Reicin (64 yo)

5.8yrs
Mandato
US$7,351,578
Compensazione

Dr. Alise S. Reicin, MD, PhD, serves as Member of Strategic Advisory Board at SCTbio a.s. (formerly known as Sotio a.s.). since November 2021. She serves on the board of directors of Sana Biotherapeutics a...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Alise Reicin
President5.8yrsUS$7.35m1.67%
$ 9.2m
Daniel Lochner
Chief Financial Officer1.9yrsUS$3.10m0.077%
$ 424.1k
Marcella Ruddy
Chief Medical Officer4.8yrsUS$3.07m0.13%
$ 726.8k
Peter McNamara
Chief Scientific Officer3.9yrsNessun dato0.093%
$ 513.7k
Geraldine Peters-Wiles
Senior Vice President of Human Resourcesless than a yearNessun datoNessun dato
Anthony Muslin
Chief Development Officerno dataNessun datoNessun dato
Marc Schwabish
Chief Business Officer5.2yrsNessun dato0.065%
$ 356.9k
John Diener
Senior Vice President of Antibody Engineering & Protein Sciencesno dataNessun datoNessun dato
4.4yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di TECX è considerato esperto (durata media dell'incarico 4.4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Alise Reicin
President5.8yrsUS$7.35m1.67%
$ 9.2m
Terrance McGuire
Independent Director6.7yrsUS$280.88k0.11%
$ 590.0k
Timothy Springer
Independent Director6.9yrsUS$248.00k30.94%
$ 170.0m
Phillip Donenberg
Independent Director1.9yrsUS$253.76k0.00088%
$ 4.8k
Francois Nader
Independent Chair of the Boardless than a yearNessun datoNessun dato
Praveen Tipirneni
Independent Director6.3yrsUS$250.00k0.016%
$ 88.5k
Stefan Vitorovic
Independent Director4.8yrsUS$251.88kNessun dato
5.8yrs
Durata media
64yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TECX sono considerati esperti (durata media dell'incarico 5.8 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 05:10
Prezzo dell'azione a fine giornata2026/05/22 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

Tectonic Therapeutic, Inc. è coperta da 13 analisti. 8 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
David RisingerLeerink Partners LLC
Cory JubinvilleLifeSci Capital, LLC
Uy EarMizuho Securities USA LLC