View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBenevolentAI 将来の成長Future 基準チェック /36BenevolentAI利益と収益がそれぞれ年間72.4%と26.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.9% 76.3%なると予測されています。主要情報72.4%収益成長率76.30%EPS成長率Pharmaceuticals 収益成長11.2%収益成長率26.8%将来の株主資本利益率20.87%アナリストカバレッジLow最終更新日14 Mar 2025今後の成長に関する最新情報Breakeven Date Change • Sep 19Forecast to breakeven in 2026The 4 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 28% per year to 2025. The company is expected to make a profit of UK£713.4k in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.Major Estimate Revision • May 30Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£33.6m to UK£28.2m. Forecast losses increased from -UK£0.05 to -UK£0.166 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 29% next year. Consensus price target down from €2.28 to €1.46. Share price fell 2.3% to €0.59 over the past week.Breakeven Date Change • May 29Forecast to breakeven in 2026The 3 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 45% per year to 2025. The company is expected to make a profit of UK£1.25m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.Major Estimate Revision • Mar 26Consensus EPS estimates upgraded to UK£0.034 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.12 to -UK£0.034 per share. Revenue forecast unchanged from UK£33.6m at last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target down from €2.49 to €1.90. Share price was steady at €0.72 over the past week.Major Estimate Revision • Mar 22Consensus EPS estimates fall by 231%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.036 to -UK£0.12 per share. Revenue forecast of UK£26.7m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target of €2.50 unchanged from last update. Share price was steady at €0.73 over the past week.Major Estimate Revision • Sep 21Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.477 to -UK£0.575 per share. Revenue forecast of UK£5.00m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €2.04. Share price was steady at €0.98 over the past week.すべての更新を表示Recent updatesお知らせ • Mar 14BenevolentAI Announces Delisting from Euronext Amsterdam Effective 13 March 2025BenevolentAI S.A. announced that their shares will be delisted from Euronext Amsterdam effective 13 March 2025.お知らせ • Feb 08BenevolentAI S.A. Proposes Delisting from Euronext Amsterdam N.VFollowing the announcement on 11 December 2024 and subsequent further detailed review and evaluation, the Board of BenevolentAI S.A. has concluded that delisting from Euronext Amsterdam N.V. (“Euronext”) and transitioning to a private company is in the best interests of the Company and its shareholders. The Board determined that the financial and administrative costs of maintaining a public listing are not justified by the benefits. By eliminating the significant costs associated with its public status, including legal, regulatory, financial, and administrative overheads, the Company can redeploy this capital towards core business activities that drive innovation and product development. This aims to deliver greater value to its shareholders, partners and ultimately benefit the patients it serves. The proposed Delisting and Merger of BenevolentAI into Osaka Holdings requires passing EGM Resolutions (as defined and set out below). It is important for shareholders to understand that should any of the Resolutions fail to pass, the Delisting and Merger will not proceed. Delisting will be implemented via a merger of BenevolentAI into Osaka Holdings. Osaka Holdings is currently a private limited liability company (société à responsabilité limitée) incorporated under the laws of the Grand Duchy of Luxembourg with its registered office at 9, rue de Bitbourg, L-1273 Luxembourg. It is not listed on any exchange and has no assets and no liabilities other than its share capital which will be reduced to zero on Merger. Upon the Merger, scheduled for completion on 12 March 2025, all the Company’s assets, liabilities, rights and obligations will transfers to Osaka Holdings under universal title of succession. If the Resolutions are passed at the EGM, the Merger will become effective once both BenevolentAI and Osaka Holdings have adopted the concurring approval decisions during their respective general meetings on the same day. Consequently, it is envisaged that the Delisting will become effective on 13 March 2025. Upon Delisting, the last day of trading in the class A shares and class A warrants will be 12 March 2025. The EGM will be held on 12 March 2025.分析記事 • Jan 14We Think BenevolentAI (AMS:BAI) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...お知らせ • Oct 17+ 1 more updateBenevolentAI S.A. Appoints Michael Brennan as Chief Financial OfficerBenevolentAI announced the appointment of Michael Brennan as Chief Financial Officer, further strengthening the Company’s leadership. A co-founder of BenevolentAI, Michael brings a wealth of expertise from senior roles across the biotechnology, technology and investment banking sectors. His appointment reflects the Company’s focus on strengthening its commercial and financial position and driving future growth.Reported Earnings • Sep 25First half 2024 earnings released: UK£0.20 loss per share (vs UK£0.31 loss in 1H 2023)First half 2024 results: UK£0.20 loss per share (improved from UK£0.31 loss in 1H 2023). Net loss: UK£24.8m (loss narrowed 32% from 1H 2023). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Pharmaceuticals industry in Europe.New Risk • Sep 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -UK£48m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-UK£48m free cash flow). Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£14m net loss in 2 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€87.8m market cap, or US$97.7m).分析記事 • Sep 24Is BenevolentAI (AMS:BAI) In A Good Position To Invest In Growth?We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 58% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings are forecast to decline by an average of 58% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (UK£713k net loss in 3 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€96.3m market cap, or US$107.6m).Breakeven Date Change • Sep 19Forecast to breakeven in 2026The 4 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 28% per year to 2025. The company is expected to make a profit of UK£713.4k in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.お知らせ • Sep 17BenevolentAI S.A. to Report First Half, 2024 Results on Sep 19, 2024BenevolentAI S.A. announced that they will report first half, 2024 results on Sep 19, 2024New Risk • Aug 22New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: UK£63m Forecast net loss in 3 years: UK£9.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (UK£9.9m net loss in 3 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€70.2m market cap, or US$78.3m).お知らせ • Jul 04BenevolentAI S.A. Announces CFO ChangesBenevolentAI S.A. announced a change to its Executive Leadership Team (ELT) following the recent Annual General Meeting and the election of a new Board of Directors. In a move to better enhance operational efficiency and strategic focus, the Board initiated a leadership review to better support BenevolentAI's ambitious growth plans. The results of the review include Ms. Catherine Isted stepping down from her role as Chief Financial Officer. Mr. Tom Holgate, who has been at BenevolentAI for nearly seven years, will continue in his role as Group Finance Director, ensuring continuity and leveraging his extensive understanding of the Company's financial landscape to lead several pivotal financial initiatives. The company is intensifying its efforts to capitalise on the expanding opportunities within the rapidly maturing 'techbio' sector. BenevolentAI's strong momentum is underscored by last week’s successful integration of a novel target in Systemic Lupus Erythematosus into AstraZeneca's portfolio, marking yet another significant milestone for the Company and the second major collaboration milestone achieved with AstraZeneca this year. The Board's review further highlighted the need to adopt a more dynamic and entrepreneurial approach across the Company’s leadership, business development activities, and internal management structures. These changes are designed to expand the Company's market share in the AI-driven drug discovery sector, accelerate the development of its internal pipelines, and forge new strategic collaborations.分析記事 • Jun 07Is BenevolentAI (AMS:BAI) In A Good Position To Invest In Growth?Just because a business does not make any money, does not mean that the stock will go down. For example, although...Major Estimate Revision • May 30Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£33.6m to UK£28.2m. Forecast losses increased from -UK£0.05 to -UK£0.166 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 29% next year. Consensus price target down from €2.28 to €1.46. Share price fell 2.3% to €0.59 over the past week.Breakeven Date Change • May 29Forecast to breakeven in 2026The 3 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 45% per year to 2025. The company is expected to make a profit of UK£1.25m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.お知らせ • May 03Benevolentai S.A. Announces Directorate ChangesBenevolentAI announced that all resolutions proposed at its Annual General Meeting were duly passed. In line with the AGM resolutions, Mr. Peter Allen, Mr. Kenneth Mulvany, Mr. Ian Nicholson and Mr. Jeremy Sohn, have joined the Board of the Company as Non-Executive Directors. As per the Company’s announcement of 15 April 2024, the close of the AGM has also resulted in the resignations of Dr François Nader, Dr Olivier Brandicourt, Dr Susan Liautaud and Mr. Marcello Damiani, as Non-Executive Directors of BenevolentAI, becoming effective. The Board now consists of eight persons, seven Non-Executive Directors and Dr Joerg Moeller, CEO and Executive Director of the Company. The position of the Chair of the Board and the composition of Board Committees will be determined at the time of the first board meeting and will be communicated thereafter.お知らせ • Apr 15BenevolentAI S.A. Announces Board Resignations, Effective from May 2, 2024BenevolentAI S.A. announced that Dr. François Nader, Chair of the Board, Dr. Olivier Brandicourt, Dr. Susan Liautaud and Mr. Marcello Damiani, all Non-Executive Directors, will resign as directors of BenevolentAI effective as of the close of the Company’s AGM on 2 May 2024.お知らせ • Apr 03Kenneth Mulvany Sends a Letter to Benovelent AIOn April 2, 2024, Kenneth Mulvany stated that he has sent a letter to Benovelent AI, stating that he has raised concerns about the Company's cost management, business development resourcing, strategy, investor relations and governance. In addition, Kenneth Mulvany stated that in his letter he declared his intention to nominate a slate of director candidates that aim to strengthen governance and accountability, invigorate the Company's business development, sharpen its strategic focus, offer clear market communication, and rebuild confidence among our investors and stakeholders, and this declaration paves the way for him to seek the support of shareholders at the forthcoming Annual General Meeting, for Board reform. Further, Kenneth Mulvany stated that he will be focusing the Board's efforts to prioritize stringent cost management and revenue growth, along with expanding strategic partnerships and with the support of shareholders, he prepared to take on a director role.Major Estimate Revision • Mar 26Consensus EPS estimates upgraded to UK£0.034 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.12 to -UK£0.034 per share. Revenue forecast unchanged from UK£33.6m at last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target down from €2.49 to €1.90. Share price was steady at €0.72 over the past week.Major Estimate Revision • Mar 22Consensus EPS estimates fall by 231%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.036 to -UK£0.12 per share. Revenue forecast of UK£26.7m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target of €2.50 unchanged from last update. Share price was steady at €0.73 over the past week.お知らせ • Mar 20+ 1 more updateBenevolentAI S.A., Annual General Meeting, May 02, 2024BenevolentAI S.A., Annual General Meeting, May 02, 2024, at 14:00 Central European Standard Time. Location: 2, place Winston Churchill, L-1340 LuxembourgNew Risk • Mar 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (36% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£12m net loss in 2 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€89.6m market cap, or US$97.4m).Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: UK£0.54 loss per share (improved from UK£1.50 loss in FY 2022). Net loss: UK£63.3m (loss narrowed 61% from FY 2022). Revenue missed analyst estimates by 68%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 68% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Pharmaceuticals industry in Europe.お知らせ • Mar 04BenevolentAI S.A. to Report Fiscal Year 2023 Results on Mar 14, 2024BenevolentAI S.A. announced that they will report fiscal year 2023 results on Mar 14, 2024お知らせ • Jan 24BenevolentAI Appoints Joerg Moeller as Chief Executive OfficerBenevolentAI announced the appointment of Dr. Joerg Moeller as Chief Executive Officer and Executive Board member with immediate effect. Dr. Joerg Moeller, MD, PhD, brings a wealth of experience to BenevolentAI. During his career, he has led global research and development (R&D) organisations, successfully demonstrating innovation, commercial and operational excellence which resulted in long-term productivity and value creation. He initiated several drug discovery collaborations with artificial Intelligence (AI) platform companies and is a strong advocate of this strategy of accessing innovation. Throughout his career, Dr. Moeller has also forged strategic business development transactions through out-licensing assets as well as partnerships and is a well-known and respected figure within the target stakeholders of BenevolentAI. Most recently, Dr. Moeller served as EVP, Head of Global Research and Development and Member of the Global Leadership Team of LEO Pharma A/S (LEO). During his tenure, he re-organised and re-structured the global R&D organisation to support growth and innovation ambitions of the company. Prior to LEO Pharma Dr. Moeller was at Bayer AG (Bayer) for over 20 years where he held various executive roles culminating in his appointment as EVP, Head of Pharmaceuticals Research and Development and Member of the Executive Committee of the Pharmaceuticals Division of Bayer. He successfully managed development and global product approvals, redefined Bayer’s pipeline strategy and brought on external strategic AI collaborations. Dr. Moeller currently serves on the Board of Secura Bio, a privately-held US biotech company. He graduated as a Doctor of Medicine and holds a PhD from Ruhr University Bochum, Germany. Dr. Moeller will be based in the London headquarters of BenevolentAI. Dr. François Nader will now revert to his previous position of Independent Non-Executive Chair and will work closely with him to ensure a smooth onboarding.New Risk • Jan 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €91.6m (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (37% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£24m net loss in 2 years). Market cap is less than US$100m (€91.6m market cap, or US$99.7m).分析記事 • Dec 23We're Keeping An Eye On BenevolentAI's (AMS:BAI) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.0m (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£24m net loss in 2 years). Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (€94.0m market cap, or US$98.7m).お知らせ • Sep 22BenevolentAI S.A. Announces Executive ChangesBenevolentAI S.A. announced that Joanna Shields has stepped down as Chief Executive Officer to pursue other endeavors and Dr. François Nader, Chair of the Board of Directors assumes the role of Acting CEO. A search has been initiated for a new CEO. Joanna will remain a strategic advisor to the Company.お知らせ • Sep 21BenevolentAI S.A. Announces Management ChangesBenevolentAI S.A. announced that Joanna Shields has stepped down as Executive Board member and Dr. François Nader, Chair of the Board of Directors assumes the role of Chair. Christina Busmalis was appointed Chief Revenue Officer, highlighting the Company’s commitment to drive revenue growth as it continues to expand its presence in the market.Major Estimate Revision • Sep 21Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.477 to -UK£0.575 per share. Revenue forecast of UK£5.00m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €2.04. Share price was steady at €0.98 over the past week.お知らせ • Sep 15BenevolentAI S.A. to Report First Half, 2023 Results on Sep 21, 2023BenevolentAI S.A. announced that they will report first half, 2023 results on Sep 21, 2023お知らせ • Sep 12BenevolentAI Appoints Catherine Isted as Chief Financial OfficerBenevolentAI announced the appointment of Catherine Isted, ACMA, who will be joining the Company as Chief Financial Officer (CFO) with immediate effect. Catherine is an experienced strategic finance professional and chartered accountant with over 25 years within the life sciences industry. She was most recently Chief Executive Officer of ReNeuron, having previously been CFO. Prior to this, she was at Oxford Biomedica plc, at a time of significant growth for the company, where as part of the finance leadership team, she headed up Corporate Development and Investor Relations as well as worked with the Board on various strategic projects. Previously, Catherine had a successful career in leading healthcare banking teams, 12 years of which at Partner level, holding research analyst and equity sales positions at Morgan Stanley, ABN AMRO, Nomura and Peel Hunt. She started her career as a bench scientist at Merck Sharp & Dohme (MSD), before moving into their finance department as an accountant. Catherine holds a first-class Chemistry degree and is a qualified Chartered Management Accountant.Major Estimate Revision • Jun 28Consensus revenue estimates fall by 35%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£14.0m to UK£9.13m. Forecast losses increased from -UK£0.441 to -UK£0.477 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 12% next year. Consensus price target down from €3.70 to €3.52. Share price fell 10% to €1.40 over the past week.分析記事 • Jun 22BenevolentAI S.A. (AMS:BAI) Analysts Just Trimmed Their Revenue Forecasts By 24%One thing we could say about the analysts on BenevolentAI S.A. ( AMS:BAI ) - they aren't optimistic, having just made a...お知らせ • Jun 21BenevolentAI Announces Retirement of Jackie Hunter as Non-Executive DirectorBenevolentAI announced that Dr. Jackie Hunter is retiring from the Board as a Non-Executive Director. Dr. Jackie Hunter has served on the Board of the company since it listed in April 2022, having previously served on the board of BenevolentAI Limited since March 2016.Major Estimate Revision • Jun 18Consensus revenue estimates decrease by 24%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from UK£18.5m to UK£14.0m. EPS estimate unchanged at -UK£0.441 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 13% next year. Consensus price target down from €4.25 to €3.73. Share price fell 12% to €1.56 over the past week.お知らせ • Jun 06BenevolentAI Progresses BEN-34712 for the Potential Treatment of ALS into IND-Enabling StudiesBenevolentAI S.A. announces the successful delivery of its pre-clinical candidate for the potential treatment of amyotrophic lateral sclerosis (ALS), BEN-34712. BEN-34712 is an oral, potent and selective brain penetrant RAR?ß (retinoic acid receptor alpha beta) biased agonist and will now enter investigational new drug (IND)-enabling studies. Impaired retinoic acid signalling has been shown to result in neuroinflammation, oxidative stress and mitochondrial dysfunction, all hallmarks of ALS. In preclinical studies conducted by the Company, BEN-34712 was neuroprotective in a patient-derived, disease-relevant in vitro motor neuron/iAstrocyte co-culture model, demonstrating significant efficacy in both sporadic and familial subtypes of ALS. In addition, BEN-34712 has demonstrated both central nervous system (CNS) target engagement and functional protective effects in the SOD1G93A mouse model of ALS after 50-day repeat dosing. BenevolentAI collaborated with the Sheffield Institute for Translational Neuroscience (SITraN) at the University of Sheffield on this programme, utilising their patient-derived motor neuron/iAstrocyte co-culture systems and in vivo model expertise.お知らせ • Jun 01BenevolentAI Announces New Preclinical Data on Ai-Generated Target Identified in Their Ongoing Collaboration with AstrazenecaBenevolentAI announced that AstraZeneca presented new preclinical data on an AI-generated target identified in their ongoing collaboration with BenevolentAI. The data was presented at the ATS International Conference 2023. The research provides further scientific information on Serum Response Factor (SRF) as a potential target for idiopathic pulmonary fibrosis (IPF). SRF was discovered as a central pro-fibrotic mechanism using the Benevolent Platform™?, its flexible and scalable AI-enabled drug discovery engine, despite limited direct evidence linking the target with IPF. Scientists used AI tools within the Benevolent Platform™? to examine the biological rationale underpinning the target prediction and make data-driven decisions. The target underwent rigorous experimental validation by AstraZeneca using CRISPR screening in primary human lung fibroblasts and validation confirmed using SRF gene silencing (siRNA) or pharmacological SRF pathway inhibition. These data indicate that inhibition of SRF-driven transcription of pro-fibrotic genes in lung fibroblasts might deliver antifibrotic efficacy in IPF.Major Estimate Revision • May 28Consensus revenue estimates decrease by 26%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from UK£25.0m to UK£18.5m. EPS estimate increased from -UK£0.475 to -UK£0.442 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 13% next year. Consensus price target down from €4.88 to €4.17. Share price was steady at €1.88 over the past week.Major Estimate Revision • Apr 27Consensus revenue estimates fall by 38%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£40.2m to UK£25.0m. Forecast losses increased from -UK£0.316 to -UK£0.475 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 13% next year. Consensus price target down from €5.12 to €4.79. Share price was steady at €2.00 over the past week.分析記事 • Apr 26BenevolentAI S.A. (AMS:BAI) Analysts Just Cut Their EPS Forecasts SubstantiallyThe analysts covering BenevolentAI S.A. ( AMS:BAI ) delivered a dose of negativity to shareholders today, by making a...Major Estimate Revision • Apr 25Consensus revenue estimates fall by 38%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£40.2m to UK£25.0m. Forecast losses increased from -UK£0.316 to -UK£0.475 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 14% next year. Consensus price target down from €5.12 to €4.79. Share price fell 8.3% to €2.00 over the past week.分析記事 • Apr 08BenevolentAI S.A. (AMS:BAI) Analysts Just Slashed This Year's Revenue Estimates By 20%The latest analyst coverage could presage a bad day for BenevolentAI S.A. ( AMS:BAI ), with the analysts making...Major Estimate Revision • Apr 08Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£50.3m to UK£40.2m. Forecast losses increased from -UK£0.298 to -UK£0.316 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 17% next year. Consensus price target down from €6.19 to €5.16. Share price rose 8.2% to €2.38 over the past week.Reported Earnings • Mar 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: UK£1.50 loss per share. Revenue: UK£10.6m (up 128% from FY 2021). Net loss: UK£163.9m (loss widened 90% from FY 2021). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Pharmaceuticals industry in Europe.お知らせ • Feb 16BenevolentAI société anonyme to Report Fiscal Year 2022 Results on Mar 16, 2023BenevolentAI société anonyme announced that they will report fiscal year 2022 results on Mar 16, 2023お知らせ • Dec 21BenevolentAI Submits CTA for BEN-8744, as a First-In-Class Treatment for Ulcerative ColitisBenevolentAI ??announced it has submitted a Clinical Trial Application (CTA) to the UK Medicines and Healthcare Products Regulatory Agency (MHRA) for BEN-8744, an oral phosphodiesterase 10 (PDE10) inhibitor in development for the treatment of ulcerative colitis (UC). Subject to obtaining MHRA approval on the CTA, BenevolentAI plans to initiate a Phase I clinical trial of BEN-8744, anticipated to commence in the first half of 2023. BEN-8744 is an orally administered, peripherally restricted small molecule PDE10 inhibitor under development as a first-in-class treatment for ulcerative colitis and with the potential for other indications within inflammatory bowel disease. BEN-8744 is differentiated by its novel mechanism of action; there is an opportunity to further differentiate BEN-8744 based on safety and efficacy. PDE10 reduces intracellular levels of the signalling molecule cGMP. Restoration of cGMP levels by PDE10 inhibition is anticipated to have a direct anti-inflammatory and disease-modifying benefit. BenevolentAI will look to demonstrate that BEN-8744 is effective in treating moderate-to-severe cases of UC and with fewer side effects than the anti-TNF and JAK inhibitors that are currently the dominant form of treatment for this disease. BenevolentAI has filed for second medical use and composition of matter patents in respect of BEN-8744. BEN-8744 is a wholly owned asset in the BenevolentAI drug programme pipeline. UC is a chronic disease that causes inflammation and ulceration of the inner lining of the colon and rectum. UC affects 0.4% of the US population, and 31% of patients have moderate-to-severe disease. 20-40% of those patients with moderate-to-severe UC do not respond to anti-TNF, the main treatment approach, and currently available treatments can have severe side effects.分析記事 • Dec 10Will BenevolentAI société anonyme (AMS:BAI) Spend Its Cash Wisely?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Board Change • Dec 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Non-Executive Director Susan Liautaud was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Board Change • Nov 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Non-Executive Director Susan Liautaud was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Sep 27First half 2022 earnings released: UK£1.04 loss per share (vs UK£0 in 1H 2021)First half 2022 results: UK£1.04 loss per share (further deteriorated from UK£0 in 1H 2021). Net loss: UK£124.6m (loss widened UK£104.0m from 1H 2021). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Pharmaceuticals industry in Europe.お知らせ • Aug 26BenevolentAI société anonyme to Report First Half, 2022 Results on Sep 27, 2022BenevolentAI société anonyme announced that they will report first half, 2022 results on Sep 27, 2022分析記事 • Jul 23We're Keeping An Eye On BenevolentAI société anonyme's (AMS:BAI) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Board Change • Jul 01No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Non-Executive Director Jean Raby was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 31BenevolentAI société anonyme, Annual General Meeting, Jun 30, 2022BenevolentAI société anonyme, Annual General Meeting, Jun 30, 2022, at 15:00 Central European Standard Time. Agenda: To consider stand-alone and consolidated financial statements of the Company for the financial year ended 31 December 2021.お知らせ • May 27BenevolentAI société anonyme Announces Board ChangesBenevolentAI announced the appointment of Dr. Susan Liautaud as a member of the board of directors of the Company with effect from 30 June 2022. Dr. Susan Liautaud will act as Independent Non-Executive Director of the Company. Dr. Susan Liautaud is an experienced board director with extensive and innovative ethics experience. Susan advises global leaders and international corporations in developing strategic solutions to complex ethical and organisational challenges. She holds a PhD in Social Policy from the London School of Economics and Political Science (LSE), a JD from Columbia University Law School, two BAs and a MA from Stanford University, and a MA from the University of London SOAS. She is the author of the new book The Power of Ethics and teaches cutting-edge ethics courses at Stanford University. Susan serves on a number of boards and advisory boards, including as Chair of the Council of LSE, as member of the Stanford Institute for Human-Centered Artificial Intelligence Advisory Council, and as Vice Chair of the Global Partnership for Education. Susan's committee memberships will be determined and announced in due course. The Company also announced that Kenneth Mulvany, Founder and Non-Executive Director, and Michael Brennan Co-Founder and Non-Executive Director, will be stepping down from the Board with effect from 30 June 2022 and 30 September 2022, respectively. The Company's Nomination Committee has initiated steps to seek an additional Non-Executive Director, with any appointment to be announced in due course.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Director John Orloff was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測ENXTAM:BAI - アナリストの将来予測と過去の財務データ ( )GBP 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12/31/2027N/AN/AN/AN/A112/31/202665303335112/31/202515-41-39-35212/31/20248-55-49-5026/30/20245-51-48-47N/A3/31/20246-57-53-52N/A12/31/20237-63-58-57N/A9/30/20239-61-70-69N/A6/30/202311-59-82-80N/A3/31/202311-112-80-79N/A12/31/202211-164-78-77N/A9/30/20229-186-76-74N/A6/30/20228-208-73-72N/A3/31/20226-158-61-60N/A12/31/20215-108-50-49N/A12/31/20207-55-36-35N/A12/31/20195-48-30-29N/A12/31/20187-27-42-38N/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: BAI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: BAI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: BAI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: BAIの収益 ( 26.8% ) Dutch市場 ( 10.7% ) 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: BAIの収益 ( 26.8% ) 20%よりも速いペースで成長すると予測されています。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: BAIの 自己資本利益率 は、3年後には高くなると予測されています ( 20.9 %)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2025/03/15 06:09終値2025/03/12 00:00収益2024/06/30年間収益2023/12/31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BenevolentAI S.A. 2 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。4 アナリスト機関Rajan SharmaGoldman SachsRichard VosserJ.P. MorganJames GordonJ.P. Morgan1 その他のアナリストを表示
Breakeven Date Change • Sep 19Forecast to breakeven in 2026The 4 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 28% per year to 2025. The company is expected to make a profit of UK£713.4k in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.
Major Estimate Revision • May 30Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£33.6m to UK£28.2m. Forecast losses increased from -UK£0.05 to -UK£0.166 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 29% next year. Consensus price target down from €2.28 to €1.46. Share price fell 2.3% to €0.59 over the past week.
Breakeven Date Change • May 29Forecast to breakeven in 2026The 3 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 45% per year to 2025. The company is expected to make a profit of UK£1.25m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.
Major Estimate Revision • Mar 26Consensus EPS estimates upgraded to UK£0.034 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.12 to -UK£0.034 per share. Revenue forecast unchanged from UK£33.6m at last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target down from €2.49 to €1.90. Share price was steady at €0.72 over the past week.
Major Estimate Revision • Mar 22Consensus EPS estimates fall by 231%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.036 to -UK£0.12 per share. Revenue forecast of UK£26.7m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target of €2.50 unchanged from last update. Share price was steady at €0.73 over the past week.
Major Estimate Revision • Sep 21Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.477 to -UK£0.575 per share. Revenue forecast of UK£5.00m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €2.04. Share price was steady at €0.98 over the past week.
お知らせ • Mar 14BenevolentAI Announces Delisting from Euronext Amsterdam Effective 13 March 2025BenevolentAI S.A. announced that their shares will be delisted from Euronext Amsterdam effective 13 March 2025.
お知らせ • Feb 08BenevolentAI S.A. Proposes Delisting from Euronext Amsterdam N.VFollowing the announcement on 11 December 2024 and subsequent further detailed review and evaluation, the Board of BenevolentAI S.A. has concluded that delisting from Euronext Amsterdam N.V. (“Euronext”) and transitioning to a private company is in the best interests of the Company and its shareholders. The Board determined that the financial and administrative costs of maintaining a public listing are not justified by the benefits. By eliminating the significant costs associated with its public status, including legal, regulatory, financial, and administrative overheads, the Company can redeploy this capital towards core business activities that drive innovation and product development. This aims to deliver greater value to its shareholders, partners and ultimately benefit the patients it serves. The proposed Delisting and Merger of BenevolentAI into Osaka Holdings requires passing EGM Resolutions (as defined and set out below). It is important for shareholders to understand that should any of the Resolutions fail to pass, the Delisting and Merger will not proceed. Delisting will be implemented via a merger of BenevolentAI into Osaka Holdings. Osaka Holdings is currently a private limited liability company (société à responsabilité limitée) incorporated under the laws of the Grand Duchy of Luxembourg with its registered office at 9, rue de Bitbourg, L-1273 Luxembourg. It is not listed on any exchange and has no assets and no liabilities other than its share capital which will be reduced to zero on Merger. Upon the Merger, scheduled for completion on 12 March 2025, all the Company’s assets, liabilities, rights and obligations will transfers to Osaka Holdings under universal title of succession. If the Resolutions are passed at the EGM, the Merger will become effective once both BenevolentAI and Osaka Holdings have adopted the concurring approval decisions during their respective general meetings on the same day. Consequently, it is envisaged that the Delisting will become effective on 13 March 2025. Upon Delisting, the last day of trading in the class A shares and class A warrants will be 12 March 2025. The EGM will be held on 12 March 2025.
分析記事 • Jan 14We Think BenevolentAI (AMS:BAI) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
お知らせ • Oct 17+ 1 more updateBenevolentAI S.A. Appoints Michael Brennan as Chief Financial OfficerBenevolentAI announced the appointment of Michael Brennan as Chief Financial Officer, further strengthening the Company’s leadership. A co-founder of BenevolentAI, Michael brings a wealth of expertise from senior roles across the biotechnology, technology and investment banking sectors. His appointment reflects the Company’s focus on strengthening its commercial and financial position and driving future growth.
Reported Earnings • Sep 25First half 2024 earnings released: UK£0.20 loss per share (vs UK£0.31 loss in 1H 2023)First half 2024 results: UK£0.20 loss per share (improved from UK£0.31 loss in 1H 2023). Net loss: UK£24.8m (loss narrowed 32% from 1H 2023). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Pharmaceuticals industry in Europe.
New Risk • Sep 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -UK£48m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-UK£48m free cash flow). Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£14m net loss in 2 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€87.8m market cap, or US$97.7m).
分析記事 • Sep 24Is BenevolentAI (AMS:BAI) In A Good Position To Invest In Growth?We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 58% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings are forecast to decline by an average of 58% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (UK£713k net loss in 3 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€96.3m market cap, or US$107.6m).
Breakeven Date Change • Sep 19Forecast to breakeven in 2026The 4 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 28% per year to 2025. The company is expected to make a profit of UK£713.4k in 2026. Average annual earnings growth of 58% is required to achieve expected profit on schedule.
お知らせ • Sep 17BenevolentAI S.A. to Report First Half, 2024 Results on Sep 19, 2024BenevolentAI S.A. announced that they will report first half, 2024 results on Sep 19, 2024
New Risk • Aug 22New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: UK£63m Forecast net loss in 3 years: UK£9.9m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (UK£9.9m net loss in 3 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€70.2m market cap, or US$78.3m).
お知らせ • Jul 04BenevolentAI S.A. Announces CFO ChangesBenevolentAI S.A. announced a change to its Executive Leadership Team (ELT) following the recent Annual General Meeting and the election of a new Board of Directors. In a move to better enhance operational efficiency and strategic focus, the Board initiated a leadership review to better support BenevolentAI's ambitious growth plans. The results of the review include Ms. Catherine Isted stepping down from her role as Chief Financial Officer. Mr. Tom Holgate, who has been at BenevolentAI for nearly seven years, will continue in his role as Group Finance Director, ensuring continuity and leveraging his extensive understanding of the Company's financial landscape to lead several pivotal financial initiatives. The company is intensifying its efforts to capitalise on the expanding opportunities within the rapidly maturing 'techbio' sector. BenevolentAI's strong momentum is underscored by last week’s successful integration of a novel target in Systemic Lupus Erythematosus into AstraZeneca's portfolio, marking yet another significant milestone for the Company and the second major collaboration milestone achieved with AstraZeneca this year. The Board's review further highlighted the need to adopt a more dynamic and entrepreneurial approach across the Company’s leadership, business development activities, and internal management structures. These changes are designed to expand the Company's market share in the AI-driven drug discovery sector, accelerate the development of its internal pipelines, and forge new strategic collaborations.
分析記事 • Jun 07Is BenevolentAI (AMS:BAI) In A Good Position To Invest In Growth?Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Major Estimate Revision • May 30Consensus revenue estimates fall by 16%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£33.6m to UK£28.2m. Forecast losses increased from -UK£0.05 to -UK£0.166 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 29% next year. Consensus price target down from €2.28 to €1.46. Share price fell 2.3% to €0.59 over the past week.
Breakeven Date Change • May 29Forecast to breakeven in 2026The 3 analysts covering BenevolentAI expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 45% per year to 2025. The company is expected to make a profit of UK£1.25m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.
お知らせ • May 03Benevolentai S.A. Announces Directorate ChangesBenevolentAI announced that all resolutions proposed at its Annual General Meeting were duly passed. In line with the AGM resolutions, Mr. Peter Allen, Mr. Kenneth Mulvany, Mr. Ian Nicholson and Mr. Jeremy Sohn, have joined the Board of the Company as Non-Executive Directors. As per the Company’s announcement of 15 April 2024, the close of the AGM has also resulted in the resignations of Dr François Nader, Dr Olivier Brandicourt, Dr Susan Liautaud and Mr. Marcello Damiani, as Non-Executive Directors of BenevolentAI, becoming effective. The Board now consists of eight persons, seven Non-Executive Directors and Dr Joerg Moeller, CEO and Executive Director of the Company. The position of the Chair of the Board and the composition of Board Committees will be determined at the time of the first board meeting and will be communicated thereafter.
お知らせ • Apr 15BenevolentAI S.A. Announces Board Resignations, Effective from May 2, 2024BenevolentAI S.A. announced that Dr. François Nader, Chair of the Board, Dr. Olivier Brandicourt, Dr. Susan Liautaud and Mr. Marcello Damiani, all Non-Executive Directors, will resign as directors of BenevolentAI effective as of the close of the Company’s AGM on 2 May 2024.
お知らせ • Apr 03Kenneth Mulvany Sends a Letter to Benovelent AIOn April 2, 2024, Kenneth Mulvany stated that he has sent a letter to Benovelent AI, stating that he has raised concerns about the Company's cost management, business development resourcing, strategy, investor relations and governance. In addition, Kenneth Mulvany stated that in his letter he declared his intention to nominate a slate of director candidates that aim to strengthen governance and accountability, invigorate the Company's business development, sharpen its strategic focus, offer clear market communication, and rebuild confidence among our investors and stakeholders, and this declaration paves the way for him to seek the support of shareholders at the forthcoming Annual General Meeting, for Board reform. Further, Kenneth Mulvany stated that he will be focusing the Board's efforts to prioritize stringent cost management and revenue growth, along with expanding strategic partnerships and with the support of shareholders, he prepared to take on a director role.
Major Estimate Revision • Mar 26Consensus EPS estimates upgraded to UK£0.034 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.12 to -UK£0.034 per share. Revenue forecast unchanged from UK£33.6m at last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target down from €2.49 to €1.90. Share price was steady at €0.72 over the past week.
Major Estimate Revision • Mar 22Consensus EPS estimates fall by 231%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.036 to -UK£0.12 per share. Revenue forecast of UK£26.7m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 24% next year. Consensus price target of €2.50 unchanged from last update. Share price was steady at €0.73 over the past week.
お知らせ • Mar 20+ 1 more updateBenevolentAI S.A., Annual General Meeting, May 02, 2024BenevolentAI S.A., Annual General Meeting, May 02, 2024, at 14:00 Central European Standard Time. Location: 2, place Winston Churchill, L-1340 Luxembourg
New Risk • Mar 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (36% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£12m net loss in 2 years). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€89.6m market cap, or US$97.4m).
Reported Earnings • Mar 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: UK£0.54 loss per share (improved from UK£1.50 loss in FY 2022). Net loss: UK£63.3m (loss narrowed 61% from FY 2022). Revenue missed analyst estimates by 68%. Earnings per share (EPS) also missed analyst estimates by 55%. Revenue is forecast to grow 68% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Pharmaceuticals industry in Europe.
お知らせ • Mar 04BenevolentAI S.A. to Report Fiscal Year 2023 Results on Mar 14, 2024BenevolentAI S.A. announced that they will report fiscal year 2023 results on Mar 14, 2024
お知らせ • Jan 24BenevolentAI Appoints Joerg Moeller as Chief Executive OfficerBenevolentAI announced the appointment of Dr. Joerg Moeller as Chief Executive Officer and Executive Board member with immediate effect. Dr. Joerg Moeller, MD, PhD, brings a wealth of experience to BenevolentAI. During his career, he has led global research and development (R&D) organisations, successfully demonstrating innovation, commercial and operational excellence which resulted in long-term productivity and value creation. He initiated several drug discovery collaborations with artificial Intelligence (AI) platform companies and is a strong advocate of this strategy of accessing innovation. Throughout his career, Dr. Moeller has also forged strategic business development transactions through out-licensing assets as well as partnerships and is a well-known and respected figure within the target stakeholders of BenevolentAI. Most recently, Dr. Moeller served as EVP, Head of Global Research and Development and Member of the Global Leadership Team of LEO Pharma A/S (LEO). During his tenure, he re-organised and re-structured the global R&D organisation to support growth and innovation ambitions of the company. Prior to LEO Pharma Dr. Moeller was at Bayer AG (Bayer) for over 20 years where he held various executive roles culminating in his appointment as EVP, Head of Pharmaceuticals Research and Development and Member of the Executive Committee of the Pharmaceuticals Division of Bayer. He successfully managed development and global product approvals, redefined Bayer’s pipeline strategy and brought on external strategic AI collaborations. Dr. Moeller currently serves on the Board of Secura Bio, a privately-held US biotech company. He graduated as a Doctor of Medicine and holds a PhD from Ruhr University Bochum, Germany. Dr. Moeller will be based in the London headquarters of BenevolentAI. Dr. François Nader will now revert to his previous position of Independent Non-Executive Chair and will work closely with him to ensure a smooth onboarding.
New Risk • Jan 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €91.6m (US$99.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (37% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£24m net loss in 2 years). Market cap is less than US$100m (€91.6m market cap, or US$99.7m).
分析記事 • Dec 23We're Keeping An Eye On BenevolentAI's (AMS:BAI) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, although...
New Risk • Oct 13New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.0m (US$98.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (UK£24m net loss in 2 years). Share price has been volatile over the past 3 months (7.8% average weekly change). Market cap is less than US$100m (€94.0m market cap, or US$98.7m).
お知らせ • Sep 22BenevolentAI S.A. Announces Executive ChangesBenevolentAI S.A. announced that Joanna Shields has stepped down as Chief Executive Officer to pursue other endeavors and Dr. François Nader, Chair of the Board of Directors assumes the role of Acting CEO. A search has been initiated for a new CEO. Joanna will remain a strategic advisor to the Company.
お知らせ • Sep 21BenevolentAI S.A. Announces Management ChangesBenevolentAI S.A. announced that Joanna Shields has stepped down as Executive Board member and Dr. François Nader, Chair of the Board of Directors assumes the role of Chair. Christina Busmalis was appointed Chief Revenue Officer, highlighting the Company’s commitment to drive revenue growth as it continues to expand its presence in the market.
Major Estimate Revision • Sep 21Consensus EPS estimates fall by 21%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£0.477 to -UK£0.575 per share. Revenue forecast of UK£5.00m unchanged since last update. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 19% next year. Consensus price target broadly unchanged at €2.04. Share price was steady at €0.98 over the past week.
お知らせ • Sep 15BenevolentAI S.A. to Report First Half, 2023 Results on Sep 21, 2023BenevolentAI S.A. announced that they will report first half, 2023 results on Sep 21, 2023
お知らせ • Sep 12BenevolentAI Appoints Catherine Isted as Chief Financial OfficerBenevolentAI announced the appointment of Catherine Isted, ACMA, who will be joining the Company as Chief Financial Officer (CFO) with immediate effect. Catherine is an experienced strategic finance professional and chartered accountant with over 25 years within the life sciences industry. She was most recently Chief Executive Officer of ReNeuron, having previously been CFO. Prior to this, she was at Oxford Biomedica plc, at a time of significant growth for the company, where as part of the finance leadership team, she headed up Corporate Development and Investor Relations as well as worked with the Board on various strategic projects. Previously, Catherine had a successful career in leading healthcare banking teams, 12 years of which at Partner level, holding research analyst and equity sales positions at Morgan Stanley, ABN AMRO, Nomura and Peel Hunt. She started her career as a bench scientist at Merck Sharp & Dohme (MSD), before moving into their finance department as an accountant. Catherine holds a first-class Chemistry degree and is a qualified Chartered Management Accountant.
Major Estimate Revision • Jun 28Consensus revenue estimates fall by 35%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£14.0m to UK£9.13m. Forecast losses increased from -UK£0.441 to -UK£0.477 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 12% next year. Consensus price target down from €3.70 to €3.52. Share price fell 10% to €1.40 over the past week.
分析記事 • Jun 22BenevolentAI S.A. (AMS:BAI) Analysts Just Trimmed Their Revenue Forecasts By 24%One thing we could say about the analysts on BenevolentAI S.A. ( AMS:BAI ) - they aren't optimistic, having just made a...
お知らせ • Jun 21BenevolentAI Announces Retirement of Jackie Hunter as Non-Executive DirectorBenevolentAI announced that Dr. Jackie Hunter is retiring from the Board as a Non-Executive Director. Dr. Jackie Hunter has served on the Board of the company since it listed in April 2022, having previously served on the board of BenevolentAI Limited since March 2016.
Major Estimate Revision • Jun 18Consensus revenue estimates decrease by 24%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from UK£18.5m to UK£14.0m. EPS estimate unchanged at -UK£0.441 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 13% next year. Consensus price target down from €4.25 to €3.73. Share price fell 12% to €1.56 over the past week.
お知らせ • Jun 06BenevolentAI Progresses BEN-34712 for the Potential Treatment of ALS into IND-Enabling StudiesBenevolentAI S.A. announces the successful delivery of its pre-clinical candidate for the potential treatment of amyotrophic lateral sclerosis (ALS), BEN-34712. BEN-34712 is an oral, potent and selective brain penetrant RAR?ß (retinoic acid receptor alpha beta) biased agonist and will now enter investigational new drug (IND)-enabling studies. Impaired retinoic acid signalling has been shown to result in neuroinflammation, oxidative stress and mitochondrial dysfunction, all hallmarks of ALS. In preclinical studies conducted by the Company, BEN-34712 was neuroprotective in a patient-derived, disease-relevant in vitro motor neuron/iAstrocyte co-culture model, demonstrating significant efficacy in both sporadic and familial subtypes of ALS. In addition, BEN-34712 has demonstrated both central nervous system (CNS) target engagement and functional protective effects in the SOD1G93A mouse model of ALS after 50-day repeat dosing. BenevolentAI collaborated with the Sheffield Institute for Translational Neuroscience (SITraN) at the University of Sheffield on this programme, utilising their patient-derived motor neuron/iAstrocyte co-culture systems and in vivo model expertise.
お知らせ • Jun 01BenevolentAI Announces New Preclinical Data on Ai-Generated Target Identified in Their Ongoing Collaboration with AstrazenecaBenevolentAI announced that AstraZeneca presented new preclinical data on an AI-generated target identified in their ongoing collaboration with BenevolentAI. The data was presented at the ATS International Conference 2023. The research provides further scientific information on Serum Response Factor (SRF) as a potential target for idiopathic pulmonary fibrosis (IPF). SRF was discovered as a central pro-fibrotic mechanism using the Benevolent Platform™?, its flexible and scalable AI-enabled drug discovery engine, despite limited direct evidence linking the target with IPF. Scientists used AI tools within the Benevolent Platform™? to examine the biological rationale underpinning the target prediction and make data-driven decisions. The target underwent rigorous experimental validation by AstraZeneca using CRISPR screening in primary human lung fibroblasts and validation confirmed using SRF gene silencing (siRNA) or pharmacological SRF pathway inhibition. These data indicate that inhibition of SRF-driven transcription of pro-fibrotic genes in lung fibroblasts might deliver antifibrotic efficacy in IPF.
Major Estimate Revision • May 28Consensus revenue estimates decrease by 26%, EPS upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from UK£25.0m to UK£18.5m. EPS estimate increased from -UK£0.475 to -UK£0.442 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 13% next year. Consensus price target down from €4.88 to €4.17. Share price was steady at €1.88 over the past week.
Major Estimate Revision • Apr 27Consensus revenue estimates fall by 38%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£40.2m to UK£25.0m. Forecast losses increased from -UK£0.316 to -UK£0.475 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 13% next year. Consensus price target down from €5.12 to €4.79. Share price was steady at €2.00 over the past week.
分析記事 • Apr 26BenevolentAI S.A. (AMS:BAI) Analysts Just Cut Their EPS Forecasts SubstantiallyThe analysts covering BenevolentAI S.A. ( AMS:BAI ) delivered a dose of negativity to shareholders today, by making a...
Major Estimate Revision • Apr 25Consensus revenue estimates fall by 38%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£40.2m to UK£25.0m. Forecast losses increased from -UK£0.316 to -UK£0.475 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 14% next year. Consensus price target down from €5.12 to €4.79. Share price fell 8.3% to €2.00 over the past week.
分析記事 • Apr 08BenevolentAI S.A. (AMS:BAI) Analysts Just Slashed This Year's Revenue Estimates By 20%The latest analyst coverage could presage a bad day for BenevolentAI S.A. ( AMS:BAI ), with the analysts making...
Major Estimate Revision • Apr 08Consensus revenue estimates fall by 20%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from UK£50.3m to UK£40.2m. Forecast losses increased from -UK£0.298 to -UK£0.316 per share. Pharmaceuticals industry in the Netherlands expected to see average net income growth of 17% next year. Consensus price target down from €6.19 to €5.16. Share price rose 8.2% to €2.38 over the past week.
Reported Earnings • Mar 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: UK£1.50 loss per share. Revenue: UK£10.6m (up 128% from FY 2021). Net loss: UK£163.9m (loss widened 90% from FY 2021). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Pharmaceuticals industry in Europe.
お知らせ • Feb 16BenevolentAI société anonyme to Report Fiscal Year 2022 Results on Mar 16, 2023BenevolentAI société anonyme announced that they will report fiscal year 2022 results on Mar 16, 2023
お知らせ • Dec 21BenevolentAI Submits CTA for BEN-8744, as a First-In-Class Treatment for Ulcerative ColitisBenevolentAI ??announced it has submitted a Clinical Trial Application (CTA) to the UK Medicines and Healthcare Products Regulatory Agency (MHRA) for BEN-8744, an oral phosphodiesterase 10 (PDE10) inhibitor in development for the treatment of ulcerative colitis (UC). Subject to obtaining MHRA approval on the CTA, BenevolentAI plans to initiate a Phase I clinical trial of BEN-8744, anticipated to commence in the first half of 2023. BEN-8744 is an orally administered, peripherally restricted small molecule PDE10 inhibitor under development as a first-in-class treatment for ulcerative colitis and with the potential for other indications within inflammatory bowel disease. BEN-8744 is differentiated by its novel mechanism of action; there is an opportunity to further differentiate BEN-8744 based on safety and efficacy. PDE10 reduces intracellular levels of the signalling molecule cGMP. Restoration of cGMP levels by PDE10 inhibition is anticipated to have a direct anti-inflammatory and disease-modifying benefit. BenevolentAI will look to demonstrate that BEN-8744 is effective in treating moderate-to-severe cases of UC and with fewer side effects than the anti-TNF and JAK inhibitors that are currently the dominant form of treatment for this disease. BenevolentAI has filed for second medical use and composition of matter patents in respect of BEN-8744. BEN-8744 is a wholly owned asset in the BenevolentAI drug programme pipeline. UC is a chronic disease that causes inflammation and ulceration of the inner lining of the colon and rectum. UC affects 0.4% of the US population, and 31% of patients have moderate-to-severe disease. 20-40% of those patients with moderate-to-severe UC do not respond to anti-TNF, the main treatment approach, and currently available treatments can have severe side effects.
分析記事 • Dec 10Will BenevolentAI société anonyme (AMS:BAI) Spend Its Cash Wisely?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Board Change • Dec 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Non-Executive Director Susan Liautaud was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Board Change • Nov 21Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Non-Executive Director Susan Liautaud was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Sep 27First half 2022 earnings released: UK£1.04 loss per share (vs UK£0 in 1H 2021)First half 2022 results: UK£1.04 loss per share (further deteriorated from UK£0 in 1H 2021). Net loss: UK£124.6m (loss widened UK£104.0m from 1H 2021). Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Pharmaceuticals industry in Europe.
お知らせ • Aug 26BenevolentAI société anonyme to Report First Half, 2022 Results on Sep 27, 2022BenevolentAI société anonyme announced that they will report first half, 2022 results on Sep 27, 2022
分析記事 • Jul 23We're Keeping An Eye On BenevolentAI société anonyme's (AMS:BAI) Cash Burn RateWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Board Change • Jul 01No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Non-Executive Director Jean Raby was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 31BenevolentAI société anonyme, Annual General Meeting, Jun 30, 2022BenevolentAI société anonyme, Annual General Meeting, Jun 30, 2022, at 15:00 Central European Standard Time. Agenda: To consider stand-alone and consolidated financial statements of the Company for the financial year ended 31 December 2021.
お知らせ • May 27BenevolentAI société anonyme Announces Board ChangesBenevolentAI announced the appointment of Dr. Susan Liautaud as a member of the board of directors of the Company with effect from 30 June 2022. Dr. Susan Liautaud will act as Independent Non-Executive Director of the Company. Dr. Susan Liautaud is an experienced board director with extensive and innovative ethics experience. Susan advises global leaders and international corporations in developing strategic solutions to complex ethical and organisational challenges. She holds a PhD in Social Policy from the London School of Economics and Political Science (LSE), a JD from Columbia University Law School, two BAs and a MA from Stanford University, and a MA from the University of London SOAS. She is the author of the new book The Power of Ethics and teaches cutting-edge ethics courses at Stanford University. Susan serves on a number of boards and advisory boards, including as Chair of the Council of LSE, as member of the Stanford Institute for Human-Centered Artificial Intelligence Advisory Council, and as Vice Chair of the Global Partnership for Education. Susan's committee memberships will be determined and announced in due course. The Company also announced that Kenneth Mulvany, Founder and Non-Executive Director, and Michael Brennan Co-Founder and Non-Executive Director, will be stepping down from the Board with effect from 30 June 2022 and 30 September 2022, respectively. The Company's Nomination Committee has initiated steps to seek an additional Non-Executive Director, with any appointment to be announced in due course.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 8 non-independent directors. Director John Orloff was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.