View ValuationMacroGenics 将来の成長Future 基準チェック /16MacroGenicsの収益は年間12.8%で減少すると予測されていますが、年間収益は年間8.8%で増加すると予想されています。EPS は年間8.3%で減少すると予想されています。主要情報-12.8%収益成長率-8.29%EPS成長率Biotechs 収益成長23.7%収益成長率8.8%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日27 Jul 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 24MacroGenics, Inc. Provides Clinical Update on Ongoing Phase 1 Study for MGC026MacroGenics, Inc. provided an update on the ongoing Phase 1 study evaluating MGC026, a novel B7-H3-directed antibody-drug conjugate (ADC), incorporating a topoisomerase I inhibitor-based linker-payload, in patients with advanced solid tumors. MacroGenics plans to present dose escalation and preliminary tumor-specific cohort results at the European Society for Medical Oncology (ESMO) 2026 Congress, taking place October 23-27, 2026, in Madrid, Spain. The dose escalation portion of the study evaluated MGC026 at doses ranging from 1 mg/kg to 9 mg/kg administered every three weeks (q3W) and was completed in the fourth quarter of 2025. A dose of 7.5 mg/kg q3W is being further evaluated in four tumor-specific cohorts: recurrent or metastatic SCCHN, endometrial cancer, melanoma, and soft tissue sarcoma. The study is active at clinical sites in the United States, Australia and the United Kingdom. The SCCHN cohort employs a Simon’s two-stage design, with a planned enrollment target of 40 patients. MacroGenics is currently enrolling SCCHN patients in Stage 2 after meeting the pre-specified response threshold in Stage 1. Enrollment in the other three cohorts continues as planned. As of July 8, 2026, a total of 74 patients had been enrolled across the dose escalation and ongoing cohort expansion portions of the study. As of this date, there were no cases of interstitial lung disease or ocular toxicity reported, and evidence of anti-tumor activity was observed across several indications.お知らせ • Jul 11Macrogenics, Inc. Announces Resignation of Karen Ferrante from Director Role, Effective September 1, 2026MACROGENICS, INC. reported that on July 1, 2026, Karen Ferrante, M.D. provided notice to the board of directors of her decision to resign from the Board, effective September 1, 2026. Dr. Ferrante's decision was for personal reasons and was not the result of any disagreement with the Company or any matter relating to the Company's operations, policies or practices.お知らせ • Jul 03Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX).Bora Biologics USA, LLC entered into a definitive agreement to acquire Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) for approximately $130 million on May 11, 2026. A cash consideration of $122.5 million will be paid at closing, subject to customary adjustments, including for working capital and indebtedness. Additionally, the agreement provides for up to $5 million of potential additional post-closing cash payments to MacroGenics upon achievement of certain manufacturing milestones by the CDMO Operations and professional development program services to be performed by the CDMO Operations in 2027 and 2028. Anticipated workforce reduction of160 positions, including140 employees expected to transfer to Bora. The transaction has been approved by the Boards of Directors of MacroGenics and Bora and is expected to close in the third quarter of 2026, subject to the satisfaction or waiver of customary closing conditions. Moelis & Company LLC acted as financial advisor and Covington & Burling LLP and Sidley Austin LLP acted as legal advisor for MacroGenics, Inc. Jones Day acted as legal advisor for Bora Biologics USA, LLC. Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) on July 2, 2026.Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 23MacroGenics Receives Regulatory Milestone Payment From Sanofi Following FDA Accelerated Approval Of TZIELD To Delay Decline In Endogenous Insulin Production In Children Aged Eight To 17 Years With Stage 3 Type 1 DiabetesMacroGenics, Inc. announced that it will receive a $24.5 million regulatory milestone payment from Sanofi following the U.S. Food and Drug Administration’s (FDA) accelerated approval of TZIELD (teplizumab-mzwv) to delay the decline in endogenous insulin production in children aged eight to 17 years recently diagnosed with stage 3 type 1 diabetes (T1D). The approval expands the therapeutic potential of TZIELD as a disease-modifying therapy for type 1 diabetes. Under the terms of MacroGenics’ agreement with Sanofi, the recent FDA approval triggered a $24.5 million regulatory milestone payable to MacroGenics. The Company remains eligible to receive up to $305 million in additional milestone payments and retains the right to receive a single-digit royalty on global net sales above a specified annual threshold. TZIELD (teplizumab) is a CD3-directed monoclonal antibody. TZIELD is the first disease-modifying therapy in autoimmune T1D; it was approved in the U.S. in November 2022 to delay the onset of stage 3 T1D in adults and children eight years and older diagnosed with stage 2 T1D. In April 2026, the FDA expanded this indication to include children aged one year and above. TZIELD is also approved in adults and children eight years and older with stage 2 in the UK, the EU (under the name TEIZEILD), China, Australia, Canada, Israel, Saudi Arabia, the UAE, Kuwait, Brazil and Switzerland. In June 2026, the FDA approved TZIELD to delay the onset of Stage 3 T1D in adults.Board Change • Jun 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.業績と収益の成長予測BRSE:M55 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028135-168-136N/A312/31/202794-127-145N/A512/31/2026164-1825N/A43/31/2026157-70-72-70N/A12/31/2025150-75-83-81N/A9/30/2025128-76-165-162N/A6/30/2025165-36-75-72N/A3/31/2025154-56-72-70N/A12/31/2024150-67-72-68N/A9/30/2024141-98-62-58N/A6/30/202441-136-157-153N/A3/31/202443-23-114-111N/A12/31/202359-9-80-78N/A9/30/202312150-22-21N/A6/30/2023152735N/A3/31/2023165-91-45-42N/A12/31/2022152-120-91-87N/A9/30/202293-191-175-171N/A6/30/202267-219-182-176N/A3/31/202272-217-179-172N/A12/31/202177-202-150-144N/A9/30/2021116-146-103-95N/A6/30/2021119-129-113-106N/A3/31/2021108-136-102-97N/A12/31/2020105-130-118-112N/A9/30/202077-158-148-144N/A6/30/202078-167-140-136N/A3/31/202068-152-152-148N/A12/31/201964-152N/A-134N/A9/30/201955-166N/A-123N/A6/30/201957-155N/A-143N/A3/31/201965-167N/A-152N/A12/31/201860-171N/A-153N/A9/30/2018197-21N/A-14N/A6/30/2018178-34N/A-9N/A3/31/2018160-32N/A18N/A12/31/2017158-20N/A14N/A9/30/201710-160N/A-126N/A6/30/201712-147N/A-45N/A3/31/201791-66N/A-47N/A12/31/201692-59N/A-44N/A9/30/201695-52N/A-40N/A6/30/2016106-34N/A-97N/A3/31/201632-96N/A-89N/A12/31/2015101-20N/A-14N/A9/30/201598-11N/A-10N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: M55今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: M55今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: M55今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: M55の収益 ( 8.8% ) Swiss市場 ( 5.2% ) よりも速いペースで成長すると予測されています。高い収益成長: M55の収益 ( 8.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: M55の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/31 09:55終値2026/07/31 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋MacroGenics, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Peter LawsonBarclaysEtzer DaroutBarclaysStephen V. ByrneBofA Global Research15 その他のアナリストを表示
お知らせ • Jul 24MacroGenics, Inc. Provides Clinical Update on Ongoing Phase 1 Study for MGC026MacroGenics, Inc. provided an update on the ongoing Phase 1 study evaluating MGC026, a novel B7-H3-directed antibody-drug conjugate (ADC), incorporating a topoisomerase I inhibitor-based linker-payload, in patients with advanced solid tumors. MacroGenics plans to present dose escalation and preliminary tumor-specific cohort results at the European Society for Medical Oncology (ESMO) 2026 Congress, taking place October 23-27, 2026, in Madrid, Spain. The dose escalation portion of the study evaluated MGC026 at doses ranging from 1 mg/kg to 9 mg/kg administered every three weeks (q3W) and was completed in the fourth quarter of 2025. A dose of 7.5 mg/kg q3W is being further evaluated in four tumor-specific cohorts: recurrent or metastatic SCCHN, endometrial cancer, melanoma, and soft tissue sarcoma. The study is active at clinical sites in the United States, Australia and the United Kingdom. The SCCHN cohort employs a Simon’s two-stage design, with a planned enrollment target of 40 patients. MacroGenics is currently enrolling SCCHN patients in Stage 2 after meeting the pre-specified response threshold in Stage 1. Enrollment in the other three cohorts continues as planned. As of July 8, 2026, a total of 74 patients had been enrolled across the dose escalation and ongoing cohort expansion portions of the study. As of this date, there were no cases of interstitial lung disease or ocular toxicity reported, and evidence of anti-tumor activity was observed across several indications.
お知らせ • Jul 11Macrogenics, Inc. Announces Resignation of Karen Ferrante from Director Role, Effective September 1, 2026MACROGENICS, INC. reported that on July 1, 2026, Karen Ferrante, M.D. provided notice to the board of directors of her decision to resign from the Board, effective September 1, 2026. Dr. Ferrante's decision was for personal reasons and was not the result of any disagreement with the Company or any matter relating to the Company's operations, policies or practices.
お知らせ • Jul 03Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX).Bora Biologics USA, LLC entered into a definitive agreement to acquire Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) for approximately $130 million on May 11, 2026. A cash consideration of $122.5 million will be paid at closing, subject to customary adjustments, including for working capital and indebtedness. Additionally, the agreement provides for up to $5 million of potential additional post-closing cash payments to MacroGenics upon achievement of certain manufacturing milestones by the CDMO Operations and professional development program services to be performed by the CDMO Operations in 2027 and 2028. Anticipated workforce reduction of160 positions, including140 employees expected to transfer to Bora. The transaction has been approved by the Boards of Directors of MacroGenics and Bora and is expected to close in the third quarter of 2026, subject to the satisfaction or waiver of customary closing conditions. Moelis & Company LLC acted as financial advisor and Covington & Burling LLP and Sidley Austin LLP acted as legal advisor for MacroGenics, Inc. Jones Day acted as legal advisor for Bora Biologics USA, LLC. Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) on July 2, 2026.
Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 23MacroGenics Receives Regulatory Milestone Payment From Sanofi Following FDA Accelerated Approval Of TZIELD To Delay Decline In Endogenous Insulin Production In Children Aged Eight To 17 Years With Stage 3 Type 1 DiabetesMacroGenics, Inc. announced that it will receive a $24.5 million regulatory milestone payment from Sanofi following the U.S. Food and Drug Administration’s (FDA) accelerated approval of TZIELD (teplizumab-mzwv) to delay the decline in endogenous insulin production in children aged eight to 17 years recently diagnosed with stage 3 type 1 diabetes (T1D). The approval expands the therapeutic potential of TZIELD as a disease-modifying therapy for type 1 diabetes. Under the terms of MacroGenics’ agreement with Sanofi, the recent FDA approval triggered a $24.5 million regulatory milestone payable to MacroGenics. The Company remains eligible to receive up to $305 million in additional milestone payments and retains the right to receive a single-digit royalty on global net sales above a specified annual threshold. TZIELD (teplizumab) is a CD3-directed monoclonal antibody. TZIELD is the first disease-modifying therapy in autoimmune T1D; it was approved in the U.S. in November 2022 to delay the onset of stage 3 T1D in adults and children eight years and older diagnosed with stage 2 T1D. In April 2026, the FDA expanded this indication to include children aged one year and above. TZIELD is also approved in adults and children eight years and older with stage 2 in the UK, the EU (under the name TEIZEILD), China, Australia, Canada, Israel, Saudi Arabia, the UAE, Kuwait, Brazil and Switzerland. In June 2026, the FDA approved TZIELD to delay the onset of Stage 3 T1D in adults.
Board Change • Jun 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.