Cerus（CERS）株式概要セラス・コーポレーションはバイオメディカル製品会社として事業を展開している。 詳細CERS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績0/6財務の健全性5/6配当金0/6報酬収益は年間94.61%増加すると予測されています 過去5年間の収益は年間28.2%増加しました。 アナリストらは、株価が72.2%上昇するだろうとほぼ一致している。 リスク分析US市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るCERS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN41.9% undervaluedAnalystConsensusTarget•1y agoAging Population And Regulatory Approvals Will Open New Markets60011Top Analyst NarrativesCerusANAnalystConsensusTargetBased on Analyst Price TargetsAging Population And Regulatory Approvals Will Open New MarketsKey Takeaways Growing demand for blood safety and regulatory momentum are driving increased adoption of INTERCEPT products, supporting sustainable revenue and market share expansion. Shifting to a recurring revenue model with product innovation and geographic expansion boosts sales predictability and potential for higher margins.View narrativeUS$4.67FV41.9% 割安 内在価値ディスカウントSet Fair ValueView60users have viewed this narrative0users have liked this narrative0users have commented on this narrative11users have followed this narrativeabout 1 year ago author updated this narrativeView all narrativesCerus Corporation 競合他社OrthoPediatricsSymbol: NasdaqGM:KIDSMarket cap: US$471.8mBioventusSymbol: NasdaqGS:BVSMarket cap: US$775.2mAvanos MedicalSymbol: NYSE:AVNSMarket cap: US$1.2bRxSightSymbol: NasdaqGM:RXSTMarket cap: US$251.9m価格と性能株価の高値、安値、推移の概要Cerus過去の株価現在の株価US$2.7152週高値US$3.1552週安値US$1.15ベータ1.631ヶ月の変化36.87%3ヶ月変化11.98%1年変化115.08%3年間の変化32.84%5年間の変化-52.62%IPOからの変化-77.65%最新ニュースBoard Change • May 20Insufficient 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. 5 experienced directors. 2 highly experienced directors. Independent Director Dean Gregory was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • May 10Cerus Corporation: Strong Q1 Results Validate The Turnaround ThesisSummary Cerus' Q1 2026 product revenues grew another 24% YoY. This was mainly thanks to strong platelet demand and rapid IFC adoption. Management raised its 2026 product revenue guidance to $227-$231 million, which would imply promising 10%-12% YoY growth. IFC volumes rose about 120% YoY, making it the clearest current growth vertical beyond platelets. Additionally, I think their RBC stack gives them interesting optionality, especially with RedeS readouts expected by Q4 2026. Lastly, I think CERS’ valuation metrics still underappreciate its long-term potential. That’s why I feel a reiterated “Buy” makes sense even after the recent rally. Read the full article on Seeking Alphaお知らせ • May 03Cerus Corporation Raises Product Revenue Guidance for the Full Year 2026Cerus Corporation raised product revenue guidance for the full year 2026. For the year, the company now expects product revenue to be in the range of $227 million to $231 million, reflecting growth of 10% to 12% from 2025. Included in this range is full-year 2026 IFC revenue guidance between $22 million to $24 million. Previously, the Company’s 2026 product revenue guidance range was $224 million to $228 million, including IFC revenue guidance between $20 million to $22 million.お知らせ • Apr 23Cerus Corporation, Annual General Meeting, Jun 02, 2026Cerus Corporation, Annual General Meeting, Jun 02, 2026.お知らせ • Apr 17Cerus Corporation to Report Q1, 2026 Results on Apr 30, 2026Cerus Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Mar 17+ 1 more updateCerus Corporation Announces Management Changes, Effective July 1, 2026Cerus Corporation announced that Vivek Jayaraman, Cerus’ chief operating officer, will be promoted to president, effective July 1, 2026. William “Obi” Greenman will become executive chairman of the board of directors. At the time of his appointment, Mr. Jayaraman will join the Board of Directors. Mr. Jayaraman joined Cerus in 2016, as Chief Commercial Officer and has served as Chief Operating Officer since 2020. During his tenure at Cerus, Mr. Jayaraman led the company’s growth from less than $40 million in annual product revenue to more than $200 million in 2025. Mr. Greenman joined Cerus in 1995 and has served as CEO for over 15 years. Under his leadership, Cerus transformed from a pre-clinical development company into a global commercial enterprise with product sales in over 40 countries. Mr. Jayaraman was appointed as Cerus’ chief operating officer in March 2020. In this role, Mr. Jayaraman oversees commercial operations, supply chain, and customer service. Previously, Mr. Jayaraman served as chief commercial officer since August 2016. Prior to Cerus, Mr. Jayaraman led TriVascular’s commercial expansion as the company grew from a preclinical, venture-backed startup into a publicly traded, global medical device company. Prior to TriVascular, Mr. Jayaraman served in numerous executive roles at Medtronic in both the U.S. and Asia. Mr. Jayaraman received his M.B.A. from the Wharton School at the University of Pennsylvania and holds dual bachelor’s degrees from the University of Michigan. Mr. Greenman was named president and chief executive officer in April 2011. He had served as Cerus’ chief business officer since April 2010. Previously, he was senior vice president, business development and marketing. From 2006 to 2008, he held the position of president, Cerus Europe, and prior to that, he served as vice president, business development. Prior to joining Cerus in 1995 as director of business development, he worked in various marketing and business development positions in Baxter’s Biotech Division from 1991 to 1995. Mr. Greenman previously served as a member of the Board of Directors of both Aduro Biotech and Chinook Therapeutics, as Audit and Compensation Committee Chairs, respectively, for a combined period of more than a decade. He received his B.A.S. in Economics and Biological Sciences from Stanford University.最新情報をもっと見るRecent updatesBoard Change • May 20Insufficient 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. 5 experienced directors. 2 highly experienced directors. Independent Director Dean Gregory was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • May 10Cerus Corporation: Strong Q1 Results Validate The Turnaround ThesisSummary Cerus' Q1 2026 product revenues grew another 24% YoY. This was mainly thanks to strong platelet demand and rapid IFC adoption. Management raised its 2026 product revenue guidance to $227-$231 million, which would imply promising 10%-12% YoY growth. IFC volumes rose about 120% YoY, making it the clearest current growth vertical beyond platelets. Additionally, I think their RBC stack gives them interesting optionality, especially with RedeS readouts expected by Q4 2026. Lastly, I think CERS’ valuation metrics still underappreciate its long-term potential. That’s why I feel a reiterated “Buy” makes sense even after the recent rally. Read the full article on Seeking Alphaお知らせ • May 03Cerus Corporation Raises Product Revenue Guidance for the Full Year 2026Cerus Corporation raised product revenue guidance for the full year 2026. For the year, the company now expects product revenue to be in the range of $227 million to $231 million, reflecting growth of 10% to 12% from 2025. Included in this range is full-year 2026 IFC revenue guidance between $22 million to $24 million. Previously, the Company’s 2026 product revenue guidance range was $224 million to $228 million, including IFC revenue guidance between $20 million to $22 million.お知らせ • Apr 23Cerus Corporation, Annual General Meeting, Jun 02, 2026Cerus Corporation, Annual General Meeting, Jun 02, 2026.お知らせ • Apr 17Cerus Corporation to Report Q1, 2026 Results on Apr 30, 2026Cerus Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Mar 17+ 1 more updateCerus Corporation Announces Management Changes, Effective July 1, 2026Cerus Corporation announced that Vivek Jayaraman, Cerus’ chief operating officer, will be promoted to president, effective July 1, 2026. William “Obi” Greenman will become executive chairman of the board of directors. At the time of his appointment, Mr. Jayaraman will join the Board of Directors. Mr. Jayaraman joined Cerus in 2016, as Chief Commercial Officer and has served as Chief Operating Officer since 2020. During his tenure at Cerus, Mr. Jayaraman led the company’s growth from less than $40 million in annual product revenue to more than $200 million in 2025. Mr. Greenman joined Cerus in 1995 and has served as CEO for over 15 years. Under his leadership, Cerus transformed from a pre-clinical development company into a global commercial enterprise with product sales in over 40 countries. Mr. Jayaraman was appointed as Cerus’ chief operating officer in March 2020. In this role, Mr. Jayaraman oversees commercial operations, supply chain, and customer service. Previously, Mr. Jayaraman served as chief commercial officer since August 2016. Prior to Cerus, Mr. Jayaraman led TriVascular’s commercial expansion as the company grew from a preclinical, venture-backed startup into a publicly traded, global medical device company. Prior to TriVascular, Mr. Jayaraman served in numerous executive roles at Medtronic in both the U.S. and Asia. Mr. Jayaraman received his M.B.A. from the Wharton School at the University of Pennsylvania and holds dual bachelor’s degrees from the University of Michigan. Mr. Greenman was named president and chief executive officer in April 2011. He had served as Cerus’ chief business officer since April 2010. Previously, he was senior vice president, business development and marketing. From 2006 to 2008, he held the position of president, Cerus Europe, and prior to that, he served as vice president, business development. Prior to joining Cerus in 1995 as director of business development, he worked in various marketing and business development positions in Baxter’s Biotech Division from 1991 to 1995. Mr. Greenman previously served as a member of the Board of Directors of both Aduro Biotech and Chinook Therapeutics, as Audit and Compensation Committee Chairs, respectively, for a combined period of more than a decade. He received his B.A.S. in Economics and Biological Sciences from Stanford University.お知らせ • Mar 03Cerus Corporation Reaffirms Product Revenue Guidance for Fiscal Year 2026Cerus Corporation reaffirmed product revenue guidance for the fiscal year 2026. The Company expects full-year 2026 product revenue to be in the range of $224 million to $228 million, representing year-over-year growth of 9% to 11% compared to 2025 product revenue. Included in the 2026 guidance range is expected full-year 2026 IFC revenue of $20 million to $22 million, representing year-over-year growth of approximately 20% to 30% from 2025.お知らせ • Feb 18Cerus Corporation to Report Q4, 2025 Results on Mar 02, 2026Cerus Corporation announced that they will report Q4, 2025 results After-Market on Mar 02, 2026お知らせ • Jan 24Cerus Corporation Announces Director Timothy L. Moore Will Not Stand for Re-ElectionCerus Corporation announced that Timothy L. Moore, a member of the class of directors whose terms of office expire at the 2026 annual meeting of stockholders of Cerus Corporation, informed the company on January 19, 2026, that he would not stand for re-election at the 2026 Annual Meeting. Mr. Moore's decision not to stand for re-election was not because of a disagreement with the company on any matter relating to the company's operations, policies or practices.分析記事 • Jan 23Cerus Corporation (NASDAQ:CERS) Held Back By Insufficient Growth Even After Shares Climb 27%Cerus Corporation ( NASDAQ:CERS ) shares have continued their recent momentum with a 27% gain in the last month alone...お知らせ • Jan 12Cerus Corporation Announces Preliminary Product Revenue for the Fourth Quarter and Full-Year Ended December 31, 2025 and Provides Product Revenue Guidance for the Fiscal Year 2026Cerus Corporation announced preliminary product revenue for the fourth quarter and full-year ended December 31, 2025. For the quarter, Preliminary fourth quarter 2025 product revenue totaled $57.8 million representing an increase of 14% compared to the fourth quarter of 2024. Included in these results, preliminary product revenue results from INTERCEPT Fibrinogen Complex, or IFC, were $4.2 million, representing a year-over-year increase of around 40%. Preliminary full-year 2025 product revenue totaled $206.1 million, representing an increase of 14% over 2024 results. Included in the full-year 2025 preliminary product revenue results were $16.7 million contribution from IFC, representing a year-over-year increase of approximately 80%. Looking ahead, the Company expects full-year 2026 product revenue to be in the range of $224 million to $228 million, representing year-over-year growth of 9%-11% compared to preliminary unaudited 2025 product revenue. Included in the 2026 guidance range is expected full-year 2026 IFC revenue of $20 million to $22 million, representing year-over-year growth of approximately 20% to 30% from 2025.分析記事 • Dec 04Cerus Corporation (NASDAQ:CERS) Stock Catapults 31% Though Its Price And Business Still Lag The IndustryDespite an already strong run, Cerus Corporation ( NASDAQ:CERS ) shares have been powering on, with a gain of 31% in...お知らせ • Nov 07Cerus Corporation Raises Revenue Guidance for the Year Ending December 31, 2025Cerus Corporation raises revenue guidance for the year ending December 31, 2025. For the year, Company now expects full-year 2025 product revenue to be in the range of $202 million to $204 million, reflecting growth of 12% to 13% from 2024. Included in this range is full-year 2025 IFC revenue guidance between $16 million to $17 million. Previously, the Company’s 2025 product revenue guidance range was $200 million to $203 million, including IFC revenue guidance between $16 million to $18 million.お知らせ • Oct 17Cerus Corporation to Report Q3, 2025 Results on Nov 06, 2025Cerus Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025分析記事 • Sep 20Cerus Corporation (NASDAQ:CERS) Stock Rockets 26% But Many Are Still Ignoring The CompanyCerus Corporation ( NASDAQ:CERS ) shareholders would be excited to see that the share price has had a great month...分析記事 • Aug 08Cerus Corporation (NASDAQ:CERS) Just Reported And Analysts Have Been Cutting Their EstimatesNasdaqGM:CERS 1 Year Share Price vs Fair Value Explore Cerus's Fair Values from the Community and select yours Last...お知らせ • Aug 06Cerus Corporation Revises Earnings Guidance for Year Ending December 31, 2025Cerus Corporation revised earnings guidance for year ending December 31, 2025. The company announced Given the strong performance during the first half of 2025, coupled with increasing conviction about expected second half growth, the Company now expects full-year 2025 product revenue will be in the range of $200 million to $203 million. These revisions include increased IFC guidance, which the Company now expects to be between $16 million to $18 million for 2025. Previously, the Company’s 2025 product revenue guidance range was $194 million to $200 million, including 2025 IFC revenue guidance between $12 million and $15 million.お知らせ • Jul 23Cerus Corporation to Report Q2, 2025 Results on Aug 05, 2025Cerus Corporation announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Jul 02Cerus Corporation Provides Intercept Red Blood Cell CE Mark Application UpdateCerus Corporation announced a European regulatory update on the INTERCEPT RBC program. Importantly, the clinical module that has now been successfully reviewed by TUV-SUD included the positive results from the U.S. Phase 3 ReCePI clinical trial, expanding Cerus' CE Mark submission to cover all patient indications for RBC transfusion. SUKL will now review the API module in the application, before the submission goes back to TUV-SUD for completion of manufacturing facility audits and certification prior to CE Mark decision. Headquartered in Concord, California, the company develops and supplies vital technologies and pathogen-protected blood components to blood centers, hospitals, and ultimately patients who rely on safe blood. The INTERCEPT Blood System for platelets and plasma is available globally and remains the only pathogen reduction system with both CE Mark and FDA approval for these two blood components. In the U.S., the INTERCEPT Blood System for Cryoprecipitation is approved for the production of Pathogen Reduced Cryoprecipitated Fibrinogen Complex (commonly referred to as INTERCEPT Fibrinogen Complex), a therapeutic product for the treatment and control of bleeding, including massive hemorrhage, associated with fibrinogen deficiency.お知らせ • Jun 26Cerus Corporation Announces Board and Committee ChangesCerus Corporation announced that on June 16, Daniel N. Swisher, Jr., chair of the board of directors of the company notified the Company of his intent to retire from the Board and all committees thereof on which he served, effective immediately. Mr. Swisher’s decision to retire from the Board was not because of a disagreement with the Company on any matter relating to the Company’s operations, policies or practices. In connection with Mr. Swisher’s retirement, on June 20, 2025, the Board appointed William M. Greenman, the Company’s President and Chief Executive Officer and a member of the class of directors whose terms of office expire at the Company’s 2026 annual meeting of stockholders, to serve as chair of the Board and Frank Witney, Ph.D., a member of the class of directors whose terms of office expire at the Company’s 2027 annual meeting of stockholders, to serve as the Board’s lead independent director, in each case effective immediately.お知らせ • May 29Cerus Corporation Announces Multiple In-Country Regulatory Approvals for INT200 – Next-Generation INTERCEPT Illumination DeviceCerus Corporation announced two in-country regulatory approvals for INT200, one by the French National Agency for Medicines and Health Product Safety (ANSM) and the other by the Swiss Agency for Therapeutic Products (Swissmedic). The INT200, the Company’s next generation LED-based illumination device, was developed as the new foundational platform for the INTERCEPT Blood System, with input and feedback from global customers to enhance daily blood center operations. The contemporary vertical configuration is designed to improve workflow and ergonomics while freeing up bench space (three INT200 illumination devices can fit in the same footprint as a single INT100). In addition to the vertical configuration, the INT200 features touch screen navigation and intuitive software, improved tray design, intelligent scanning, and custom reporting. These in-country regulatory approvals follow the CE Mark authorization received in March. In France and Switzerland, all platelet components have been treated with the INTERCEPT Blood System since 2018 and 2011, respectively. The Company expects to convert its installed base of INT100s in EMEA to INT200s over the next three years. The Company continues to plan for additional regulatory submissions, including a planned PMA submission to the FDA during 2026, as well as future innovation of the INTERCEPT platelet and plasma systems to leverage the INT200 platform.お知らせ • May 02Cerus Corporation Reiterates Revenue Guidance for the Year 2025Cerus Corporation reiterated earnings guidance for the year 2025. The Company expects full-year 2025 product revenue will be in the range of $194 million to $200 million, reflecting 8% to 11% growth from 2024. Included in this range is full-year 2025 IFC revenue guidance between $12 million to $15 million. Product revenue growth is expected to be fueled by continued penetration with U.S. platelet customers, geographic expansion of the INTERCEPT platelet business as well as increasing uptake of IFC in the U.S.お知らせ • Apr 24Cerus Corporation, Annual General Meeting, Jun 03, 2025Cerus Corporation, Annual General Meeting, Jun 03, 2025.お知らせ • Apr 17Cerus Corporation to Report Q1, 2025 Results on May 01, 2025Cerus Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 01, 2025新しいナラティブ • Mar 30Platelet Business And IFC Demand Will Open Global Markets Expansion in platelet business and demand for IFC are expected to drive significant revenue growth. 分析記事 • Feb 22Cerus Corporation (NASDAQ:CERS) Just Reported Earnings, And Analysts Cut Their Target PriceIt's been a mediocre week for Cerus Corporation ( NASDAQ:CERS ) shareholders, with the stock dropping 11% to US$1.65 in...お知らせ • Feb 21Cerus Corporation Reiterates Product Revenue Guidance for the Full Year 2025Cerus Corporation reiterated product revenue guidance for the full year 2025. The company expects full-year 2025 product revenue will be in the range of $194 million to $200 million, reflecting 8% to 11% growth from 2024. Included in this range is full-year 2025 IFC revenue guidance between $12 million to $15 million. Product revenue growth is expected to be fueled by continued penetration with U.S. platelet customers, geographic expansion of the INTERCEPT platelet business as well as increasing uptake of IFC in the U.S.お知らせ • Feb 09Cerus Corporation Announces That Gail Schulze, A Member of the Class of Directors Would Not Stand for Re-ElectionOn February 2, 2025, Gail Schulze, a member of the class of directors whose terms of office expire at the 2025 annual meeting of stockholders (the “2025 Annual Meeting”) of Cerus Corporation (the “Company”), informed the Company that she would not stand for re-election at the 2025 Annual Meeting. Ms. Schulze’s decision not to stand for re-election was not because of a disagreement with the Company on any matter relating to the Company’s operations, policies or practices.お知らせ • Feb 07Cerus Corporation to Report Q4, 2024 Results on Feb 20, 2025Cerus Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025分析記事 • Feb 03Would Cerus (NASDAQ:CERS) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Jan 16+ 1 more updateCerus Corporation Provides Preliminary Product Revenue Guidance for the Fourth Quarter Ended December 31, 2024, First Quarter and Full Year of 2025Cerus Corporation provided preliminary product revenue guidance for the fourth quarter ended December 31, 2024, first quarter and full year of 2025. The Company expects fourth quarter 2024 total product revenue to be $50,809,000. The Company expects full-year 2025 product revenue will be in the range of $194 million - $200 million, of which IFC is expected to be in the range of $12 million - $15 million. Year-over-year product revenue growth for the first quarter of 2025 is expected to be approximately 10% to 15% over the first quarter of 2024.分析記事 • Dec 03Cerus Corporation's (NASDAQ:CERS) Shares Leap 26% Yet They're Still Not Telling The Full StoryCerus Corporation ( NASDAQ:CERS ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...お知らせ • Oct 18Cerus Corporation to Report Q3, 2024 Results on Oct 30, 2024Cerus Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024お知らせ • Oct 17Cerus Corporation Provides Updates on INTERCEPT Red Blood Cell Programs in the U.S. and EuropeCerus Corporation announced updates on the INTERCEPT red blood cell (RBC) programs in the U.S. and in Europe: In the U.S., Cerus has entered into a new six-year agreement with the Biomedical Advanced Research and Development Authority (BARDA), part of the U.S. Department of Health and Human Services’ Administration for Strategic Preparedness and Response, to further advance the development of the INTERCEPT RBC system. Valued at up to $248 million, this additional funding is intended to support a planned U.S. Food and Drug Administration (FDA) modular premarket approval (PMA) application and potential post-approval studies, accelerate development of an improved version of the INTERCEPT RBC system, and scale up the chemistry, manufacturing and controls (CMC) activities to enable a broad product launch, if approved. BARDA has awarded $32.1 million for the initial base period, with additional funding contingent on meeting specific contractual milestones. In March 2024, Cerus announced positive topline results for the BARDA-funded ReCePI study, a pivotal U.S. Phase 3 clinical trial demonstrating non-inferiority for INTERCEPT RBCs compared to conventional RBCs when transfused to complex cardiac surgery patients. The Company is currently enrolling patients in its ongoing, BARDA-funded RedeS clinical trial, the second pivotal U.S. Phase 3 clinical trial in patient populations requiring RBC transfusion for acute and chronic anemia. Results from both trials are expected to be part of a planned modular PMA submission to the FDA, with the planned final PMA module expected to be submitted upon the anticipated completion of the RedeS trial. The new BARDA contract will be funded in whole or in part with federal funds from the Department of Health and Human Services’ Administration for Strategic Preparedness and Response, Biomedical Advanced Research and Development Authority under Contract No. 75A50124C00046. For Cerus’ MDR application in Europe, Cerus’ Notified Body, TÜV-SÜD, reviewed the modules for clinical, non-clinical, manufacturing and quality and found them to be satisfactory. However, the Competent Authority, CBG-MEB, reviewed the active pharmaceutical ingredient module and concluded that the data included in the module were insufficient to support the proposed classification of the impurity profile of the final product, necessitating TÜV-SÜD’s closure of Cerus’ MDR application without an approval. The Company, in collaboration with TÜV-SÜD, is assessing strategies for a potential enhanced new regulatory submission and the associated timeline.分析記事 • Sep 26Cerus Corporation (NASDAQ:CERS) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyCerus Corporation ( NASDAQ:CERS ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...分析記事 • Aug 04Analysts Are Upgrading Cerus Corporation (NASDAQ:CERS) After Its Latest ResultsAs you might know, Cerus Corporation ( NASDAQ:CERS ) just kicked off its latest quarterly results with some very strong...分析記事 • Jul 18Cerus Corporation's (NASDAQ:CERS) 30% Jump Shows Its Popularity With InvestorsCerus Corporation ( NASDAQ:CERS ) shares have continued their recent momentum with a 30% gain in the last month alone...お知らせ • Jul 18Cerus Corporation to Report Q2, 2024 Results on Aug 01, 2024Cerus Corporation announced that they will report Q2, 2024 results on Aug 01, 2024分析記事 • Jul 12Does Cerus (NASDAQ:CERS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jul 03Cerus Corporation Appoints Dean Gregory to its Board of DirectorsCerus Corporation announced the appointment of Dean Gregory to its Board of Directors. Mr. Gregory has a 30+-year career as a leader in the global blood transfusion and cell therapy industry, with broad experience across commercialization, product development, supply chain and manufacturing. For the last decade, Mr. Gregory served as President, Global Commercial Operations, Med Tech for Fresenius Kabi, the role from which he retired earlier this year. Prior to his role at Fresenius Kabi, Mr. Gregory served as Senior Vice President of Global Commercial Operations at Fenwal Inc., subsequent to its purchase by the Texas Pacific Group from Baxter International. During his time at Fenwal, he was responsible for the global commercial team that delivered the strong revenue growth that ultimately led to Fenwal’s acquisition by Fresenius Kabi in 2012. Prior to this, Mr. Gregory had a more than 15-year tenure at Baxter International with increasing roles of responsibility across commercial, business development and strategy functions, primarily in the transfusion medicine and cell therapy space.Major Estimate Revision • May 09Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$178.7m to US$173.9m. Losses expected to increase from US$0.11 per share to US$0.14. Medical Equipment industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$4.40 unchanged from last update. Share price rose 6.8% to US$1.88 over the past week.分析記事 • May 05The Cerus Corporation (NASDAQ:CERS) First-Quarter Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that Cerus Corporation ( NASDAQ:CERS ) released its first-quarter result to the market...Reported Earnings • May 03First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: US$0.053 loss per share (improved from US$0.088 loss in 1Q 2023). Revenue: US$38.4m (up 24% from 1Q 2023). Net loss: US$9.69m (loss narrowed 38% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.お知らせ • May 03Cerus Corporation Reiterates Earnings Guidance for the Year Ending December 31, 2024Cerus Corporation reiterated earnings guidance for the year ending December 31, 2024. The company is reiterating its full-year 2024 annual product revenue guidance range of $172 million to $175 million. Included in this range is full-year 2024 guidance for INTERCEPT Fibrinogen Complex, which is expected to be between $8 million to $10 million. The company expects to report GAAP net loss attributable to the company for the full-year 2024.お知らせ • Apr 28Cerus Corporation, Annual General Meeting, Jun 05, 2024Cerus Corporation, Annual General Meeting, Jun 05, 2024, at 08:00 Pacific Standard Time. Agenda: To consider the election of the three nominees for director named in the accompanying Proxy Statement, to hold office until the 2027 Annual Meeting of Stockholders; to consider the approval of the Company’s 2024 Equity Incentive Plan; to consider the approval of an amendment and restatement of the Company’s Amended and Restated Employee Stock Purchase Plan to increase the aggregate number of shares of common stock authorized for issuance thereunder by 2 million shares; to consider the approval, on an advisory basis, of the compensation of the Company’s named executive officers as disclosed in the accompanying Proxy Statement; to consider the ratification of the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024; and to consider such other business as may be properly brought before the Annual Meeting.お知らせ • Apr 20Cerus Corporation to Report Q1, 2024 Results on May 02, 2024Cerus Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024分析記事 • Apr 12Here's Why Cerus (NASDAQ:CERS) Can Afford Some DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Mar 26Cerus Corporation Announces FDA Approval of Extended Shelf Life for INTERCEPT Platelet Processing Sets - Doubling Previous Shelf LifeCerus Corporation announced that the U.S. Food and Drug Administration (FDA) has granted approval of 12-month shelf life for INTERCEPT Platelet Processing Sets, from the date of manufacture, effective immediately. This approval extends the set shelf life by six months from the existing six-month shelf life that took effect following a set component change last year. All INTERCEPT Platelet Processing Sets in both customer and Cerus inventories are now eligible for this six-month extension. This shelf-life extension applies to all sizes of INTERCEPT Platelet Processing Sets currently available in the U.S. The Company is continuing to generate additional data to pursue potential shelf life extension from the FDA beyond 12 months for the INTERCEPT Platelet Processing Sets.Major Estimate Revision • Mar 20Consensus EPS estimates fall by 24%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$180.4m to US$184.1m. Forecast EPS reduced from -US$0.085 to -US$0.105 per share. Medical Equipment industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.13 unchanged from last update. Share price fell 4.7% to US$2.04 over the past week.お知らせ • Mar 19Cerus Corporation Announces Positive Topline Results for the Phase 3 Clinical Trial of the INTERCEPT Blood System for Red Blood Cells in Cardiovascular Surgery PatientsCerus Corporation announced positive topline results for ReCePI, a pivotal Phase 3 clinical trial of pathogen reduced INTERCEPT Red Blood Cells (INTERCEPT RBCs) transfused to complex cardiac surgery patients. The trial met its primary efficacy endpoint, demonstrating non-inferiority for INTERCEPT RBCs compared to conventional RBCs as measured by the incidence of acute kidney injury (AKI) following transfusion of study RBCs. AKI is a sensitive transfusion efficacy indicator of RBC tissue oxygen delivery. In transfused subjects, by modified intent to treat (mITT pre-specified primary endpoint population) the incidence of AKI was 29.3% (46/157) for INTERCEPT RBC recipients compared to 28.0% (45/161) for conventional RBC recipients, demonstrating non-inferiority of INTERCEPT RBCs compared to conventional RBCs with an upper limit of the 95% confidence interval of 10.4% compared with a non-inferiority margin of 14.0% (p = 0.001). The safety endpoint of the proportion of patients with any related treatment-emergent adverse events (TEAEs) within 28 days of last transfusion was not significantly different for INTERCEPT RBCs (2.5%) compared to conventional RBCs (0.6%) (p = 0.130). There was no clinical significance related to treatment-emergent RBC antibodies observed in five patients receiving INTERCEPT RBCs. The trial’s independent Data Safety and Monitoring Board (DSMB) evaluated these patients and was supportive of continued transfusion, having found no adverse health effects from trial transfusions. This safety endpoint is also being explored in the Company’s ongoing RedeS Phase 3 clinical trial of INTERCEPT RBCs. Cerus plans to include data from both the ReCePI and RedeS clinical trials in an integrated safety analysis as part of its planned modular premarket approval (PMA) submission. Cerus anticipates initiating a modular PMA application to the U.S. Food and Drug Administration (FDA) in the second half of 2025, with the final PMA module submission planned for the second half of 2026, upon the anticipated completion of the RedeS clinical trial. Data from preclinical studies, manufacturing information, previously reported Phase 1 and Phase 2 clinical trials in the U.S., and the successfully completed Phase 3 clinical trials in the EU (STARS and SPARC) will be included in the modular PMA submission. Cerus expects the data from the ReCePI clinical trial to be presented at upcoming medical conferences as well as to be submitted for peer reviewed publication.Major Estimate Revision • Mar 12Consensus EPS estimates upgraded to US$0.085 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$188.6m to US$180.4m. 2024 losses expected to reduce from -US$0.115 to -US$0.085 per share. Medical Equipment industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.13 unchanged from last update. Share price rose 7.5% to US$2.14 over the past week.Recent Insider Transactions Derivative • Mar 11Chief Medical Officer notifies of intention to sell stockRichard Benjamin intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of March. If the sale is conducted around the recent share price of US$2.40, it would amount to US$70k. Since March 2023, Richard's direct individual holding has increased from 134.94k shares to 507.44k. Company insiders have collectively sold US$397k more than they bought, via options and on-market transactions in the last 12 months.Breakeven Date Change • Mar 08No longer forecast to breakevenThe 4 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$350.0k in 2025. New consensus forecast suggests the company will make a loss of US$100.0k in 2025.分析記事 • Mar 07Cerus Corporation (NASDAQ:CERS) Stock Rockets 29% But Many Are Still Ignoring The CompanyDespite an already strong run, Cerus Corporation ( NASDAQ:CERS ) shares have been powering on, with a gain of 29% in...Reported Earnings • Mar 07Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: US$0.21 loss per share (improved from US$0.24 loss in FY 2022). Revenue: US$156.4m (down 3.5% from FY 2022). Net loss: US$37.5m (loss narrowed 12% from FY 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Mar 06Cerus Corporation Reiterates Product Revenue Guidance for the Full Year 2024Cerus Corporation reiterated product revenue guidance for the full year 2024. The company expects full-year 2024 product revenue will be in the range of $172 million to $175 million. Included in this range is full-year 2024 INTERCEPT Fibrinogen Complex revenue guidance between $8 million to $10 million.お知らせ • Feb 21Cerus Corporation to Report Fiscal Year 2023 Results on Mar 05, 2024Cerus Corporation announced that they will report fiscal year 2023 results After-Market on Mar 05, 2024Breakeven Date Change • Jan 23Forecast to breakeven in 2025The 4 analysts covering Cerus expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 30% per year to 2024. The company is expected to make a profit of US$350.0k in 2025. Average annual earnings growth of 77% is required to achieve expected profit on schedule.分析記事 • Jan 18Slammed 29% Cerus Corporation (NASDAQ:CERS) Screens Well Here But There Might Be A CatchThe Cerus Corporation ( NASDAQ:CERS ) share price has softened a substantial 29% over the previous 30 days, handing...お知らせ • Jan 08Cerus Corporation Provides Revenue Guidance for the Fiscal Year 2024Cerus Corporation provided revenue guidance for the fiscal year 2024, for the year, The Company expects full-year 2024 product revenue will be in the range of $172 million-$175 million. Percentage growth for the first quarter of 2024 is expected to be in the high teens to low 20’s range, given the seasonality of the business as well as the unusual first quarter 2023 results.Price Target Changed • Nov 09Price target decreased by 28% to US$4.13Down from US$5.75, the current price target is an average from 4 analysts. New target price is 147% above last closing price of US$1.67. Stock is down 53% over the past year. The company is forecast to post a net loss per share of US$0.22 next year compared to a net loss per share of US$0.24 last year.お知らせ • Nov 04Cerus Corporation has filed a Follow-on Equity Offering in the amount of $96.8 million.Cerus Corporation has filed a Follow-on Equity Offering in the amount of $96.8 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingReported Earnings • Nov 03Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.04 loss per share (improved from US$0.048 loss in 3Q 2022). Revenue: US$39.8m (flat on 3Q 2022). Net loss: US$7.27m (loss narrowed 14% from 3Q 2022). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.お知らせ • Nov 03Cerus Corporation Provides Product Revenue Guidance for the Full-Year 2023Cerus Corporation is adjusting its previously stated product revenue guidance range. The Company expects full-year 2023 product revenue to be in the range of $155 million to $158 million. The revision is due in part to the delay in signing the now executed IFC sales agreement with one of the largest U.S. producers of cryoprecipitate.お知らせ • Oct 20Cerus Corporation to Report Q3, 2023 Results on Nov 02, 2023Cerus Corporation announced that they will report Q3, 2023 results After-Market on Nov 02, 2023分析記事 • Oct 06Health Check: How Prudently Does Cerus (NASDAQ:CERS) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Sep 28Cerus Corporation Announces the Appointment of Alicia Goodman as Chief Human Resources OfficerCerus Corporation announced that Alicia Goodman has been appointed to the role of Chief Human Resources Officer (CHRO). In this role, she will focus on sustaining and evolving the talent and organizational structure to support the future of the business as the leader in safeguarding the global blood supply. Ms. Goodman will also serve as a member of the Company’s Executive Leadership Team. Ms. Goodman previously led HR at Aimmune Therapeutics for the last four years, where she drove talent and organizational initiatives supporting the company’s growth strategy, both before and after Aimmune’s acquisition by Nestle Health Science. Prior to Aimmune, she held HR leadership positions with Millendo Therapeutics and Novartis AG, as well as head of her own HR consultancy providing CHRO support to various start-up biotech organizations.Price Target Changed • Aug 06Price target decreased by 25% to US$5.75Down from US$7.63, the current price target is an average from 4 analysts. New target price is 137% above last closing price of US$2.43. Stock is down 56% over the past year. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.24 last year.New Risk • Aug 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% 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: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$9.2m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Reported Earnings • Aug 03Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.073 loss per share (further deteriorated from US$0.047 loss in 2Q 2022). Revenue: US$38.9m (down 5.2% from 2Q 2022). Net loss: US$13.3m (loss widened 58% from 2Q 2022). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Aug 03Cerus Corporation Revises Revenue Guidance for the Year 2023Cerus Corporation revised revenue guidance for the year 2023. The Company expects full-year 2023 product revenue will be in the range of $160 million to $165 million, compared to its previous range of $165 million to $170 million, due to a temporary reduction in the U.S. platelet kit shelf life, a reduction in platelet collections in parts of Europe, and new Russia sanctions instituted during the quarter.New Risk • Jul 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$21m net loss in 2 years). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).分析記事 • Jul 07Is Cerus (NASDAQ:CERS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 12Slammed 32% Cerus Corporation (NASDAQ:CERS) Screens Well Here But There Might Be A CatchCerus Corporation ( NASDAQ:CERS ) shareholders that were waiting for something to happen have been dealt a blow with a...Major Estimate Revision • May 11Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$185.0m to US$172.6m. Losses expected to increase from US$0.20 per share to US$0.23. Medical Equipment industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$7.63 unchanged from last update. Share price fell 5.7% to US$2.17 over the past week.Breakeven Date Change • May 10No longer forecast to breakevenThe 4 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$149.7m in 2025. New consensus forecast suggests the company will make a loss of US$7.05m in 2025.お知らせ • May 06Cerus Corporation Reiterates Revenue Guidance for the Year 2023Cerus Corporation reiterated revenue guidance for the year 2023. The Company expects full-year 2023 product revenue will be in the range of $165-$170 million, underscoring a return to growth with the short-term customer inventory drawdown largely complete.Reported Earnings • May 06First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.088 loss per share (further deteriorated from US$0.07 loss in 1Q 2022). Revenue: US$31.0m (down 17% from 1Q 2022). Net loss: US$15.6m (loss widened 27% from 1Q 2022). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Mar 15Chief Medical Officer exercised options and sold US$71k worth of stockOn the 13th of March, Richard Benjamin exercised options to acquire 25k shares at no cost and sold these for an average price of US$2.79 per share. This trade did not impact their existing holding. Since March 2022, Richard's direct individual holding has increased from 182.67k shares to 332.67k. Company insiders have collectively sold US$91k more than they bought, via options and on-market transactions in the last 12 months.Breakeven Date Change • Mar 02No longer forecast to breakevenThe 3 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$149.7m in 2025. New consensus forecast suggests the company will make a loss of US$2.80m in 2025.お知らせ • Feb 16Cerus Corporation to Report Q4, 2022 Results on Feb 28, 2023Cerus Corporation announced that they will report Q4, 2022 results After-Market on Feb 28, 2023Breakeven Date Change • Jan 10No longer forecast to breakevenThe 3 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$110.3m in 2024. New consensus forecast suggests the company will make a loss of US$25.7m in 2024.お知らせ • Jan 10+ 1 more updateCerus Corporation Provides Revenue Guidance for the Full Year 2023Cerus Corporation provided revenue guidance for the full year 2023. The company expects full-year 2023 product revenue will be in the range of $165 million -$170 million.Recent Insider Transactions Derivative • Jan 05Independent Director exercised options to buy US$94k worth of stock.On the 28th of December, Gail Schulze exercised options to buy 25k shares at a strike price of around US$3.19, costing a total of US$80k. This transaction amounted to 51% of their direct individual holding at the time of the trade. Since March 2022, Gail's direct individual holding has increased from 28.12k shares to 73.57k. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Nov 16Price target decreased to US$8.70Down from US$9.40, the current price target is an average from 5 analysts. New target price is 120% above last closing price of US$3.95. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$0.22 next year compared to a net loss per share of US$0.32 last year.Breakeven Date Change • Nov 16No longer forecast to breakevenThe 4 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$110.3m in 2024. New consensus forecast suggests the company will make a loss of US$37.8m in 2024.Price Target Changed • Nov 13Price target decreased to US$8.70Down from US$9.40, the current price target is an average from 5 analysts. New target price is 112% above last closing price of US$4.10. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.22 next year compared to a net loss per share of US$0.32 last year.Major Estimate Revision • Nov 10Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$161.1m to US$167.3m. EPS estimate increased from -US$0.24 per share to -US$0.21 per share. Medical Equipment industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$9.10 unchanged from last update. Share price rose 2.6% to US$3.58 over the past week.Price Target Changed • Nov 05Price target decreased to US$8.50Down from US$9.40, the current price target is an average from 4 analysts. New target price is 126% above last closing price of US$3.76. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$0.23 next year compared to a net loss per share of US$0.32 last year.Reported Earnings • Nov 04Third quarter 2022 earnings released: US$0.048 loss per share (vs US$0.072 loss in 3Q 2021)Third quarter 2022 results: US$0.048 loss per share (improved from US$0.072 loss in 3Q 2021). Revenue: US$39.6m (up 9.5% from 3Q 2021). Net loss: US$8.48m (loss narrowed 32% from 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.株主還元CERSUS Medical EquipmentUS 市場7D0.4%1.8%1.2%1Y115.1%-17.9%28.7%株主還元を見る業界別リターン: CERS過去 1 年間で-17.9 % の収益を上げたUS Medical Equipment業界を上回りました。リターン対市場: CERS過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。価格変動Is CERS's price volatile compared to industry and market?CERS volatilityCERS Average Weekly Movement13.7%Medical Equipment Industry Average Movement8.8%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: CERSの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CERSの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1991268Obi Greenmanwww.cerus.comセラス・コーポレーションはバイオメディカル製品会社である。同社は、血液の安全性を高めるINTERCEPT Blood Systemの開発および商業化に注力している。同社はINTERCEPT Blood Systemを提供している。INTERCEPT Blood Systemは生物学的複製を制御するための独自技術であり、輸血を目的とした献血血液成分中の血液媒介病原体を減少させるよう設計されている。同社はまた、輸血用に提供される血小板および血漿中の血液媒介性病原体を不活化するために設計された血小板血漿および凍結沈殿用のINTERCEPT Blood System、輸血用に提供される赤血球中の血液媒介性病原体を不活化するための赤血球用のINTERCEPT Blood Systemも提供している；フィブリノゲン欠乏症に伴う大量出血を含む出血の治療とコントロールのために、病原体を減少させた凍結沈殿フィブリノゲン複合体、および病原体を減少させた血漿と凍結沈殿物を製造する血漿システムを使用する凍結沈殿用インターセプト・ブラッド・システム、および血液成分治療のためのLEDベースの装置であるインターセプト・イルミネーター。同社は、米国、欧州、独立国家共同体、中東、中南米、および国際的な直販部隊および代理店を通じて血小板および血漿システムを販売している。旧社名はセラス・テクノロジー・インク（CERUS TECHNOLOGIES INC）で、1996年7月にセラス・コーポレーションに社名変更。1991年に法人化され、カリフォルニア州コンコードに本社を置く。もっと見るCerus Corporation 基礎のまとめCerus の収益と売上を時価総額と比較するとどうか。CERS 基礎統計学時価総額US$543.00m収益（TTM）-US$9.55m売上高(TTM)US$216.56m2.5xP/Sレシオ-56.9xPER（株価収益率CERS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CERS 損益計算書（TTM）収益US$216.56m売上原価US$101.80m売上総利益US$114.76mその他の費用US$124.31m収益-US$9.55m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.048グロス・マージン52.99%純利益率-4.41%有利子負債／自己資本比率124.2%CERS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/26 19:07終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Cerus Corporation 3 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。9 アナリスト機関Catherine Ramsey SchulteBairdMark MassaroBTIGBrandon FolkesCantor Fitzgerald & Co.6 その他のアナリストを表示
Board Change • May 20Insufficient 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. 5 experienced directors. 2 highly experienced directors. Independent Director Dean Gregory was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • May 10Cerus Corporation: Strong Q1 Results Validate The Turnaround ThesisSummary Cerus' Q1 2026 product revenues grew another 24% YoY. This was mainly thanks to strong platelet demand and rapid IFC adoption. Management raised its 2026 product revenue guidance to $227-$231 million, which would imply promising 10%-12% YoY growth. IFC volumes rose about 120% YoY, making it the clearest current growth vertical beyond platelets. Additionally, I think their RBC stack gives them interesting optionality, especially with RedeS readouts expected by Q4 2026. Lastly, I think CERS’ valuation metrics still underappreciate its long-term potential. That’s why I feel a reiterated “Buy” makes sense even after the recent rally. Read the full article on Seeking Alpha
お知らせ • May 03Cerus Corporation Raises Product Revenue Guidance for the Full Year 2026Cerus Corporation raised product revenue guidance for the full year 2026. For the year, the company now expects product revenue to be in the range of $227 million to $231 million, reflecting growth of 10% to 12% from 2025. Included in this range is full-year 2026 IFC revenue guidance between $22 million to $24 million. Previously, the Company’s 2026 product revenue guidance range was $224 million to $228 million, including IFC revenue guidance between $20 million to $22 million.
お知らせ • Apr 23Cerus Corporation, Annual General Meeting, Jun 02, 2026Cerus Corporation, Annual General Meeting, Jun 02, 2026.
お知らせ • Apr 17Cerus Corporation to Report Q1, 2026 Results on Apr 30, 2026Cerus Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Mar 17+ 1 more updateCerus Corporation Announces Management Changes, Effective July 1, 2026Cerus Corporation announced that Vivek Jayaraman, Cerus’ chief operating officer, will be promoted to president, effective July 1, 2026. William “Obi” Greenman will become executive chairman of the board of directors. At the time of his appointment, Mr. Jayaraman will join the Board of Directors. Mr. Jayaraman joined Cerus in 2016, as Chief Commercial Officer and has served as Chief Operating Officer since 2020. During his tenure at Cerus, Mr. Jayaraman led the company’s growth from less than $40 million in annual product revenue to more than $200 million in 2025. Mr. Greenman joined Cerus in 1995 and has served as CEO for over 15 years. Under his leadership, Cerus transformed from a pre-clinical development company into a global commercial enterprise with product sales in over 40 countries. Mr. Jayaraman was appointed as Cerus’ chief operating officer in March 2020. In this role, Mr. Jayaraman oversees commercial operations, supply chain, and customer service. Previously, Mr. Jayaraman served as chief commercial officer since August 2016. Prior to Cerus, Mr. Jayaraman led TriVascular’s commercial expansion as the company grew from a preclinical, venture-backed startup into a publicly traded, global medical device company. Prior to TriVascular, Mr. Jayaraman served in numerous executive roles at Medtronic in both the U.S. and Asia. Mr. Jayaraman received his M.B.A. from the Wharton School at the University of Pennsylvania and holds dual bachelor’s degrees from the University of Michigan. Mr. Greenman was named president and chief executive officer in April 2011. He had served as Cerus’ chief business officer since April 2010. Previously, he was senior vice president, business development and marketing. From 2006 to 2008, he held the position of president, Cerus Europe, and prior to that, he served as vice president, business development. Prior to joining Cerus in 1995 as director of business development, he worked in various marketing and business development positions in Baxter’s Biotech Division from 1991 to 1995. Mr. Greenman previously served as a member of the Board of Directors of both Aduro Biotech and Chinook Therapeutics, as Audit and Compensation Committee Chairs, respectively, for a combined period of more than a decade. He received his B.A.S. in Economics and Biological Sciences from Stanford University.
Board Change • May 20Insufficient 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. 5 experienced directors. 2 highly experienced directors. Independent Director Dean Gregory was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • May 10Cerus Corporation: Strong Q1 Results Validate The Turnaround ThesisSummary Cerus' Q1 2026 product revenues grew another 24% YoY. This was mainly thanks to strong platelet demand and rapid IFC adoption. Management raised its 2026 product revenue guidance to $227-$231 million, which would imply promising 10%-12% YoY growth. IFC volumes rose about 120% YoY, making it the clearest current growth vertical beyond platelets. Additionally, I think their RBC stack gives them interesting optionality, especially with RedeS readouts expected by Q4 2026. Lastly, I think CERS’ valuation metrics still underappreciate its long-term potential. That’s why I feel a reiterated “Buy” makes sense even after the recent rally. Read the full article on Seeking Alpha
お知らせ • May 03Cerus Corporation Raises Product Revenue Guidance for the Full Year 2026Cerus Corporation raised product revenue guidance for the full year 2026. For the year, the company now expects product revenue to be in the range of $227 million to $231 million, reflecting growth of 10% to 12% from 2025. Included in this range is full-year 2026 IFC revenue guidance between $22 million to $24 million. Previously, the Company’s 2026 product revenue guidance range was $224 million to $228 million, including IFC revenue guidance between $20 million to $22 million.
お知らせ • Apr 23Cerus Corporation, Annual General Meeting, Jun 02, 2026Cerus Corporation, Annual General Meeting, Jun 02, 2026.
お知らせ • Apr 17Cerus Corporation to Report Q1, 2026 Results on Apr 30, 2026Cerus Corporation announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Mar 17+ 1 more updateCerus Corporation Announces Management Changes, Effective July 1, 2026Cerus Corporation announced that Vivek Jayaraman, Cerus’ chief operating officer, will be promoted to president, effective July 1, 2026. William “Obi” Greenman will become executive chairman of the board of directors. At the time of his appointment, Mr. Jayaraman will join the Board of Directors. Mr. Jayaraman joined Cerus in 2016, as Chief Commercial Officer and has served as Chief Operating Officer since 2020. During his tenure at Cerus, Mr. Jayaraman led the company’s growth from less than $40 million in annual product revenue to more than $200 million in 2025. Mr. Greenman joined Cerus in 1995 and has served as CEO for over 15 years. Under his leadership, Cerus transformed from a pre-clinical development company into a global commercial enterprise with product sales in over 40 countries. Mr. Jayaraman was appointed as Cerus’ chief operating officer in March 2020. In this role, Mr. Jayaraman oversees commercial operations, supply chain, and customer service. Previously, Mr. Jayaraman served as chief commercial officer since August 2016. Prior to Cerus, Mr. Jayaraman led TriVascular’s commercial expansion as the company grew from a preclinical, venture-backed startup into a publicly traded, global medical device company. Prior to TriVascular, Mr. Jayaraman served in numerous executive roles at Medtronic in both the U.S. and Asia. Mr. Jayaraman received his M.B.A. from the Wharton School at the University of Pennsylvania and holds dual bachelor’s degrees from the University of Michigan. Mr. Greenman was named president and chief executive officer in April 2011. He had served as Cerus’ chief business officer since April 2010. Previously, he was senior vice president, business development and marketing. From 2006 to 2008, he held the position of president, Cerus Europe, and prior to that, he served as vice president, business development. Prior to joining Cerus in 1995 as director of business development, he worked in various marketing and business development positions in Baxter’s Biotech Division from 1991 to 1995. Mr. Greenman previously served as a member of the Board of Directors of both Aduro Biotech and Chinook Therapeutics, as Audit and Compensation Committee Chairs, respectively, for a combined period of more than a decade. He received his B.A.S. in Economics and Biological Sciences from Stanford University.
お知らせ • Mar 03Cerus Corporation Reaffirms Product Revenue Guidance for Fiscal Year 2026Cerus Corporation reaffirmed product revenue guidance for the fiscal year 2026. The Company expects full-year 2026 product revenue to be in the range of $224 million to $228 million, representing year-over-year growth of 9% to 11% compared to 2025 product revenue. Included in the 2026 guidance range is expected full-year 2026 IFC revenue of $20 million to $22 million, representing year-over-year growth of approximately 20% to 30% from 2025.
お知らせ • Feb 18Cerus Corporation to Report Q4, 2025 Results on Mar 02, 2026Cerus Corporation announced that they will report Q4, 2025 results After-Market on Mar 02, 2026
お知らせ • Jan 24Cerus Corporation Announces Director Timothy L. Moore Will Not Stand for Re-ElectionCerus Corporation announced that Timothy L. Moore, a member of the class of directors whose terms of office expire at the 2026 annual meeting of stockholders of Cerus Corporation, informed the company on January 19, 2026, that he would not stand for re-election at the 2026 Annual Meeting. Mr. Moore's decision not to stand for re-election was not because of a disagreement with the company on any matter relating to the company's operations, policies or practices.
分析記事 • Jan 23Cerus Corporation (NASDAQ:CERS) Held Back By Insufficient Growth Even After Shares Climb 27%Cerus Corporation ( NASDAQ:CERS ) shares have continued their recent momentum with a 27% gain in the last month alone...
お知らせ • Jan 12Cerus Corporation Announces Preliminary Product Revenue for the Fourth Quarter and Full-Year Ended December 31, 2025 and Provides Product Revenue Guidance for the Fiscal Year 2026Cerus Corporation announced preliminary product revenue for the fourth quarter and full-year ended December 31, 2025. For the quarter, Preliminary fourth quarter 2025 product revenue totaled $57.8 million representing an increase of 14% compared to the fourth quarter of 2024. Included in these results, preliminary product revenue results from INTERCEPT Fibrinogen Complex, or IFC, were $4.2 million, representing a year-over-year increase of around 40%. Preliminary full-year 2025 product revenue totaled $206.1 million, representing an increase of 14% over 2024 results. Included in the full-year 2025 preliminary product revenue results were $16.7 million contribution from IFC, representing a year-over-year increase of approximately 80%. Looking ahead, the Company expects full-year 2026 product revenue to be in the range of $224 million to $228 million, representing year-over-year growth of 9%-11% compared to preliminary unaudited 2025 product revenue. Included in the 2026 guidance range is expected full-year 2026 IFC revenue of $20 million to $22 million, representing year-over-year growth of approximately 20% to 30% from 2025.
分析記事 • Dec 04Cerus Corporation (NASDAQ:CERS) Stock Catapults 31% Though Its Price And Business Still Lag The IndustryDespite an already strong run, Cerus Corporation ( NASDAQ:CERS ) shares have been powering on, with a gain of 31% in...
お知らせ • Nov 07Cerus Corporation Raises Revenue Guidance for the Year Ending December 31, 2025Cerus Corporation raises revenue guidance for the year ending December 31, 2025. For the year, Company now expects full-year 2025 product revenue to be in the range of $202 million to $204 million, reflecting growth of 12% to 13% from 2024. Included in this range is full-year 2025 IFC revenue guidance between $16 million to $17 million. Previously, the Company’s 2025 product revenue guidance range was $200 million to $203 million, including IFC revenue guidance between $16 million to $18 million.
お知らせ • Oct 17Cerus Corporation to Report Q3, 2025 Results on Nov 06, 2025Cerus Corporation announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
分析記事 • Sep 20Cerus Corporation (NASDAQ:CERS) Stock Rockets 26% But Many Are Still Ignoring The CompanyCerus Corporation ( NASDAQ:CERS ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Aug 08Cerus Corporation (NASDAQ:CERS) Just Reported And Analysts Have Been Cutting Their EstimatesNasdaqGM:CERS 1 Year Share Price vs Fair Value Explore Cerus's Fair Values from the Community and select yours Last...
お知らせ • Aug 06Cerus Corporation Revises Earnings Guidance for Year Ending December 31, 2025Cerus Corporation revised earnings guidance for year ending December 31, 2025. The company announced Given the strong performance during the first half of 2025, coupled with increasing conviction about expected second half growth, the Company now expects full-year 2025 product revenue will be in the range of $200 million to $203 million. These revisions include increased IFC guidance, which the Company now expects to be between $16 million to $18 million for 2025. Previously, the Company’s 2025 product revenue guidance range was $194 million to $200 million, including 2025 IFC revenue guidance between $12 million and $15 million.
お知らせ • Jul 23Cerus Corporation to Report Q2, 2025 Results on Aug 05, 2025Cerus Corporation announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Jul 02Cerus Corporation Provides Intercept Red Blood Cell CE Mark Application UpdateCerus Corporation announced a European regulatory update on the INTERCEPT RBC program. Importantly, the clinical module that has now been successfully reviewed by TUV-SUD included the positive results from the U.S. Phase 3 ReCePI clinical trial, expanding Cerus' CE Mark submission to cover all patient indications for RBC transfusion. SUKL will now review the API module in the application, before the submission goes back to TUV-SUD for completion of manufacturing facility audits and certification prior to CE Mark decision. Headquartered in Concord, California, the company develops and supplies vital technologies and pathogen-protected blood components to blood centers, hospitals, and ultimately patients who rely on safe blood. The INTERCEPT Blood System for platelets and plasma is available globally and remains the only pathogen reduction system with both CE Mark and FDA approval for these two blood components. In the U.S., the INTERCEPT Blood System for Cryoprecipitation is approved for the production of Pathogen Reduced Cryoprecipitated Fibrinogen Complex (commonly referred to as INTERCEPT Fibrinogen Complex), a therapeutic product for the treatment and control of bleeding, including massive hemorrhage, associated with fibrinogen deficiency.
お知らせ • Jun 26Cerus Corporation Announces Board and Committee ChangesCerus Corporation announced that on June 16, Daniel N. Swisher, Jr., chair of the board of directors of the company notified the Company of his intent to retire from the Board and all committees thereof on which he served, effective immediately. Mr. Swisher’s decision to retire from the Board was not because of a disagreement with the Company on any matter relating to the Company’s operations, policies or practices. In connection with Mr. Swisher’s retirement, on June 20, 2025, the Board appointed William M. Greenman, the Company’s President and Chief Executive Officer and a member of the class of directors whose terms of office expire at the Company’s 2026 annual meeting of stockholders, to serve as chair of the Board and Frank Witney, Ph.D., a member of the class of directors whose terms of office expire at the Company’s 2027 annual meeting of stockholders, to serve as the Board’s lead independent director, in each case effective immediately.
お知らせ • May 29Cerus Corporation Announces Multiple In-Country Regulatory Approvals for INT200 – Next-Generation INTERCEPT Illumination DeviceCerus Corporation announced two in-country regulatory approvals for INT200, one by the French National Agency for Medicines and Health Product Safety (ANSM) and the other by the Swiss Agency for Therapeutic Products (Swissmedic). The INT200, the Company’s next generation LED-based illumination device, was developed as the new foundational platform for the INTERCEPT Blood System, with input and feedback from global customers to enhance daily blood center operations. The contemporary vertical configuration is designed to improve workflow and ergonomics while freeing up bench space (three INT200 illumination devices can fit in the same footprint as a single INT100). In addition to the vertical configuration, the INT200 features touch screen navigation and intuitive software, improved tray design, intelligent scanning, and custom reporting. These in-country regulatory approvals follow the CE Mark authorization received in March. In France and Switzerland, all platelet components have been treated with the INTERCEPT Blood System since 2018 and 2011, respectively. The Company expects to convert its installed base of INT100s in EMEA to INT200s over the next three years. The Company continues to plan for additional regulatory submissions, including a planned PMA submission to the FDA during 2026, as well as future innovation of the INTERCEPT platelet and plasma systems to leverage the INT200 platform.
お知らせ • May 02Cerus Corporation Reiterates Revenue Guidance for the Year 2025Cerus Corporation reiterated earnings guidance for the year 2025. The Company expects full-year 2025 product revenue will be in the range of $194 million to $200 million, reflecting 8% to 11% growth from 2024. Included in this range is full-year 2025 IFC revenue guidance between $12 million to $15 million. Product revenue growth is expected to be fueled by continued penetration with U.S. platelet customers, geographic expansion of the INTERCEPT platelet business as well as increasing uptake of IFC in the U.S.
お知らせ • Apr 24Cerus Corporation, Annual General Meeting, Jun 03, 2025Cerus Corporation, Annual General Meeting, Jun 03, 2025.
お知らせ • Apr 17Cerus Corporation to Report Q1, 2025 Results on May 01, 2025Cerus Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 01, 2025
新しいナラティブ • Mar 30Platelet Business And IFC Demand Will Open Global Markets Expansion in platelet business and demand for IFC are expected to drive significant revenue growth.
分析記事 • Feb 22Cerus Corporation (NASDAQ:CERS) Just Reported Earnings, And Analysts Cut Their Target PriceIt's been a mediocre week for Cerus Corporation ( NASDAQ:CERS ) shareholders, with the stock dropping 11% to US$1.65 in...
お知らせ • Feb 21Cerus Corporation Reiterates Product Revenue Guidance for the Full Year 2025Cerus Corporation reiterated product revenue guidance for the full year 2025. The company expects full-year 2025 product revenue will be in the range of $194 million to $200 million, reflecting 8% to 11% growth from 2024. Included in this range is full-year 2025 IFC revenue guidance between $12 million to $15 million. Product revenue growth is expected to be fueled by continued penetration with U.S. platelet customers, geographic expansion of the INTERCEPT platelet business as well as increasing uptake of IFC in the U.S.
お知らせ • Feb 09Cerus Corporation Announces That Gail Schulze, A Member of the Class of Directors Would Not Stand for Re-ElectionOn February 2, 2025, Gail Schulze, a member of the class of directors whose terms of office expire at the 2025 annual meeting of stockholders (the “2025 Annual Meeting”) of Cerus Corporation (the “Company”), informed the Company that she would not stand for re-election at the 2025 Annual Meeting. Ms. Schulze’s decision not to stand for re-election was not because of a disagreement with the Company on any matter relating to the Company’s operations, policies or practices.
お知らせ • Feb 07Cerus Corporation to Report Q4, 2024 Results on Feb 20, 2025Cerus Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
分析記事 • Feb 03Would Cerus (NASDAQ:CERS) Be Better Off With Less Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Jan 16+ 1 more updateCerus Corporation Provides Preliminary Product Revenue Guidance for the Fourth Quarter Ended December 31, 2024, First Quarter and Full Year of 2025Cerus Corporation provided preliminary product revenue guidance for the fourth quarter ended December 31, 2024, first quarter and full year of 2025. The Company expects fourth quarter 2024 total product revenue to be $50,809,000. The Company expects full-year 2025 product revenue will be in the range of $194 million - $200 million, of which IFC is expected to be in the range of $12 million - $15 million. Year-over-year product revenue growth for the first quarter of 2025 is expected to be approximately 10% to 15% over the first quarter of 2024.
分析記事 • Dec 03Cerus Corporation's (NASDAQ:CERS) Shares Leap 26% Yet They're Still Not Telling The Full StoryCerus Corporation ( NASDAQ:CERS ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
お知らせ • Oct 18Cerus Corporation to Report Q3, 2024 Results on Oct 30, 2024Cerus Corporation announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
お知らせ • Oct 17Cerus Corporation Provides Updates on INTERCEPT Red Blood Cell Programs in the U.S. and EuropeCerus Corporation announced updates on the INTERCEPT red blood cell (RBC) programs in the U.S. and in Europe: In the U.S., Cerus has entered into a new six-year agreement with the Biomedical Advanced Research and Development Authority (BARDA), part of the U.S. Department of Health and Human Services’ Administration for Strategic Preparedness and Response, to further advance the development of the INTERCEPT RBC system. Valued at up to $248 million, this additional funding is intended to support a planned U.S. Food and Drug Administration (FDA) modular premarket approval (PMA) application and potential post-approval studies, accelerate development of an improved version of the INTERCEPT RBC system, and scale up the chemistry, manufacturing and controls (CMC) activities to enable a broad product launch, if approved. BARDA has awarded $32.1 million for the initial base period, with additional funding contingent on meeting specific contractual milestones. In March 2024, Cerus announced positive topline results for the BARDA-funded ReCePI study, a pivotal U.S. Phase 3 clinical trial demonstrating non-inferiority for INTERCEPT RBCs compared to conventional RBCs when transfused to complex cardiac surgery patients. The Company is currently enrolling patients in its ongoing, BARDA-funded RedeS clinical trial, the second pivotal U.S. Phase 3 clinical trial in patient populations requiring RBC transfusion for acute and chronic anemia. Results from both trials are expected to be part of a planned modular PMA submission to the FDA, with the planned final PMA module expected to be submitted upon the anticipated completion of the RedeS trial. The new BARDA contract will be funded in whole or in part with federal funds from the Department of Health and Human Services’ Administration for Strategic Preparedness and Response, Biomedical Advanced Research and Development Authority under Contract No. 75A50124C00046. For Cerus’ MDR application in Europe, Cerus’ Notified Body, TÜV-SÜD, reviewed the modules for clinical, non-clinical, manufacturing and quality and found them to be satisfactory. However, the Competent Authority, CBG-MEB, reviewed the active pharmaceutical ingredient module and concluded that the data included in the module were insufficient to support the proposed classification of the impurity profile of the final product, necessitating TÜV-SÜD’s closure of Cerus’ MDR application without an approval. The Company, in collaboration with TÜV-SÜD, is assessing strategies for a potential enhanced new regulatory submission and the associated timeline.
分析記事 • Sep 26Cerus Corporation (NASDAQ:CERS) Stock's 26% Dive Might Signal An Opportunity But It Requires Some ScrutinyCerus Corporation ( NASDAQ:CERS ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...
分析記事 • Aug 04Analysts Are Upgrading Cerus Corporation (NASDAQ:CERS) After Its Latest ResultsAs you might know, Cerus Corporation ( NASDAQ:CERS ) just kicked off its latest quarterly results with some very strong...
分析記事 • Jul 18Cerus Corporation's (NASDAQ:CERS) 30% Jump Shows Its Popularity With InvestorsCerus Corporation ( NASDAQ:CERS ) shares have continued their recent momentum with a 30% gain in the last month alone...
お知らせ • Jul 18Cerus Corporation to Report Q2, 2024 Results on Aug 01, 2024Cerus Corporation announced that they will report Q2, 2024 results on Aug 01, 2024
分析記事 • Jul 12Does Cerus (NASDAQ:CERS) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jul 03Cerus Corporation Appoints Dean Gregory to its Board of DirectorsCerus Corporation announced the appointment of Dean Gregory to its Board of Directors. Mr. Gregory has a 30+-year career as a leader in the global blood transfusion and cell therapy industry, with broad experience across commercialization, product development, supply chain and manufacturing. For the last decade, Mr. Gregory served as President, Global Commercial Operations, Med Tech for Fresenius Kabi, the role from which he retired earlier this year. Prior to his role at Fresenius Kabi, Mr. Gregory served as Senior Vice President of Global Commercial Operations at Fenwal Inc., subsequent to its purchase by the Texas Pacific Group from Baxter International. During his time at Fenwal, he was responsible for the global commercial team that delivered the strong revenue growth that ultimately led to Fenwal’s acquisition by Fresenius Kabi in 2012. Prior to this, Mr. Gregory had a more than 15-year tenure at Baxter International with increasing roles of responsibility across commercial, business development and strategy functions, primarily in the transfusion medicine and cell therapy space.
Major Estimate Revision • May 09Consensus EPS estimates fall by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$178.7m to US$173.9m. Losses expected to increase from US$0.11 per share to US$0.14. Medical Equipment industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$4.40 unchanged from last update. Share price rose 6.8% to US$1.88 over the past week.
分析記事 • May 05The Cerus Corporation (NASDAQ:CERS) First-Quarter Results Are Out And Analysts Have Published New ForecastsLast week, you might have seen that Cerus Corporation ( NASDAQ:CERS ) released its first-quarter result to the market...
Reported Earnings • May 03First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: US$0.053 loss per share (improved from US$0.088 loss in 1Q 2023). Revenue: US$38.4m (up 24% from 1Q 2023). Net loss: US$9.69m (loss narrowed 38% from 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.2%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
お知らせ • May 03Cerus Corporation Reiterates Earnings Guidance for the Year Ending December 31, 2024Cerus Corporation reiterated earnings guidance for the year ending December 31, 2024. The company is reiterating its full-year 2024 annual product revenue guidance range of $172 million to $175 million. Included in this range is full-year 2024 guidance for INTERCEPT Fibrinogen Complex, which is expected to be between $8 million to $10 million. The company expects to report GAAP net loss attributable to the company for the full-year 2024.
お知らせ • Apr 28Cerus Corporation, Annual General Meeting, Jun 05, 2024Cerus Corporation, Annual General Meeting, Jun 05, 2024, at 08:00 Pacific Standard Time. Agenda: To consider the election of the three nominees for director named in the accompanying Proxy Statement, to hold office until the 2027 Annual Meeting of Stockholders; to consider the approval of the Company’s 2024 Equity Incentive Plan; to consider the approval of an amendment and restatement of the Company’s Amended and Restated Employee Stock Purchase Plan to increase the aggregate number of shares of common stock authorized for issuance thereunder by 2 million shares; to consider the approval, on an advisory basis, of the compensation of the Company’s named executive officers as disclosed in the accompanying Proxy Statement; to consider the ratification of the selection by the Audit Committee of the Board of Directors of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024; and to consider such other business as may be properly brought before the Annual Meeting.
お知らせ • Apr 20Cerus Corporation to Report Q1, 2024 Results on May 02, 2024Cerus Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024
分析記事 • Apr 12Here's Why Cerus (NASDAQ:CERS) Can Afford Some DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Mar 26Cerus Corporation Announces FDA Approval of Extended Shelf Life for INTERCEPT Platelet Processing Sets - Doubling Previous Shelf LifeCerus Corporation announced that the U.S. Food and Drug Administration (FDA) has granted approval of 12-month shelf life for INTERCEPT Platelet Processing Sets, from the date of manufacture, effective immediately. This approval extends the set shelf life by six months from the existing six-month shelf life that took effect following a set component change last year. All INTERCEPT Platelet Processing Sets in both customer and Cerus inventories are now eligible for this six-month extension. This shelf-life extension applies to all sizes of INTERCEPT Platelet Processing Sets currently available in the U.S. The Company is continuing to generate additional data to pursue potential shelf life extension from the FDA beyond 12 months for the INTERCEPT Platelet Processing Sets.
Major Estimate Revision • Mar 20Consensus EPS estimates fall by 24%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$180.4m to US$184.1m. Forecast EPS reduced from -US$0.085 to -US$0.105 per share. Medical Equipment industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.13 unchanged from last update. Share price fell 4.7% to US$2.04 over the past week.
お知らせ • Mar 19Cerus Corporation Announces Positive Topline Results for the Phase 3 Clinical Trial of the INTERCEPT Blood System for Red Blood Cells in Cardiovascular Surgery PatientsCerus Corporation announced positive topline results for ReCePI, a pivotal Phase 3 clinical trial of pathogen reduced INTERCEPT Red Blood Cells (INTERCEPT RBCs) transfused to complex cardiac surgery patients. The trial met its primary efficacy endpoint, demonstrating non-inferiority for INTERCEPT RBCs compared to conventional RBCs as measured by the incidence of acute kidney injury (AKI) following transfusion of study RBCs. AKI is a sensitive transfusion efficacy indicator of RBC tissue oxygen delivery. In transfused subjects, by modified intent to treat (mITT pre-specified primary endpoint population) the incidence of AKI was 29.3% (46/157) for INTERCEPT RBC recipients compared to 28.0% (45/161) for conventional RBC recipients, demonstrating non-inferiority of INTERCEPT RBCs compared to conventional RBCs with an upper limit of the 95% confidence interval of 10.4% compared with a non-inferiority margin of 14.0% (p = 0.001). The safety endpoint of the proportion of patients with any related treatment-emergent adverse events (TEAEs) within 28 days of last transfusion was not significantly different for INTERCEPT RBCs (2.5%) compared to conventional RBCs (0.6%) (p = 0.130). There was no clinical significance related to treatment-emergent RBC antibodies observed in five patients receiving INTERCEPT RBCs. The trial’s independent Data Safety and Monitoring Board (DSMB) evaluated these patients and was supportive of continued transfusion, having found no adverse health effects from trial transfusions. This safety endpoint is also being explored in the Company’s ongoing RedeS Phase 3 clinical trial of INTERCEPT RBCs. Cerus plans to include data from both the ReCePI and RedeS clinical trials in an integrated safety analysis as part of its planned modular premarket approval (PMA) submission. Cerus anticipates initiating a modular PMA application to the U.S. Food and Drug Administration (FDA) in the second half of 2025, with the final PMA module submission planned for the second half of 2026, upon the anticipated completion of the RedeS clinical trial. Data from preclinical studies, manufacturing information, previously reported Phase 1 and Phase 2 clinical trials in the U.S., and the successfully completed Phase 3 clinical trials in the EU (STARS and SPARC) will be included in the modular PMA submission. Cerus expects the data from the ReCePI clinical trial to be presented at upcoming medical conferences as well as to be submitted for peer reviewed publication.
Major Estimate Revision • Mar 12Consensus EPS estimates upgraded to US$0.085 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$188.6m to US$180.4m. 2024 losses expected to reduce from -US$0.115 to -US$0.085 per share. Medical Equipment industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.13 unchanged from last update. Share price rose 7.5% to US$2.14 over the past week.
Recent Insider Transactions Derivative • Mar 11Chief Medical Officer notifies of intention to sell stockRichard Benjamin intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of March. If the sale is conducted around the recent share price of US$2.40, it would amount to US$70k. Since March 2023, Richard's direct individual holding has increased from 134.94k shares to 507.44k. Company insiders have collectively sold US$397k more than they bought, via options and on-market transactions in the last 12 months.
Breakeven Date Change • Mar 08No longer forecast to breakevenThe 4 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$350.0k in 2025. New consensus forecast suggests the company will make a loss of US$100.0k in 2025.
分析記事 • Mar 07Cerus Corporation (NASDAQ:CERS) Stock Rockets 29% But Many Are Still Ignoring The CompanyDespite an already strong run, Cerus Corporation ( NASDAQ:CERS ) shares have been powering on, with a gain of 29% in...
Reported Earnings • Mar 07Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: US$0.21 loss per share (improved from US$0.24 loss in FY 2022). Revenue: US$156.4m (down 3.5% from FY 2022). Net loss: US$37.5m (loss narrowed 12% from FY 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Mar 06Cerus Corporation Reiterates Product Revenue Guidance for the Full Year 2024Cerus Corporation reiterated product revenue guidance for the full year 2024. The company expects full-year 2024 product revenue will be in the range of $172 million to $175 million. Included in this range is full-year 2024 INTERCEPT Fibrinogen Complex revenue guidance between $8 million to $10 million.
お知らせ • Feb 21Cerus Corporation to Report Fiscal Year 2023 Results on Mar 05, 2024Cerus Corporation announced that they will report fiscal year 2023 results After-Market on Mar 05, 2024
Breakeven Date Change • Jan 23Forecast to breakeven in 2025The 4 analysts covering Cerus expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 30% per year to 2024. The company is expected to make a profit of US$350.0k in 2025. Average annual earnings growth of 77% is required to achieve expected profit on schedule.
分析記事 • Jan 18Slammed 29% Cerus Corporation (NASDAQ:CERS) Screens Well Here But There Might Be A CatchThe Cerus Corporation ( NASDAQ:CERS ) share price has softened a substantial 29% over the previous 30 days, handing...
お知らせ • Jan 08Cerus Corporation Provides Revenue Guidance for the Fiscal Year 2024Cerus Corporation provided revenue guidance for the fiscal year 2024, for the year, The Company expects full-year 2024 product revenue will be in the range of $172 million-$175 million. Percentage growth for the first quarter of 2024 is expected to be in the high teens to low 20’s range, given the seasonality of the business as well as the unusual first quarter 2023 results.
Price Target Changed • Nov 09Price target decreased by 28% to US$4.13Down from US$5.75, the current price target is an average from 4 analysts. New target price is 147% above last closing price of US$1.67. Stock is down 53% over the past year. The company is forecast to post a net loss per share of US$0.22 next year compared to a net loss per share of US$0.24 last year.
お知らせ • Nov 04Cerus Corporation has filed a Follow-on Equity Offering in the amount of $96.8 million.Cerus Corporation has filed a Follow-on Equity Offering in the amount of $96.8 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Reported Earnings • Nov 03Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.04 loss per share (improved from US$0.048 loss in 3Q 2022). Revenue: US$39.8m (flat on 3Q 2022). Net loss: US$7.27m (loss narrowed 14% from 3Q 2022). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
お知らせ • Nov 03Cerus Corporation Provides Product Revenue Guidance for the Full-Year 2023Cerus Corporation is adjusting its previously stated product revenue guidance range. The Company expects full-year 2023 product revenue to be in the range of $155 million to $158 million. The revision is due in part to the delay in signing the now executed IFC sales agreement with one of the largest U.S. producers of cryoprecipitate.
お知らせ • Oct 20Cerus Corporation to Report Q3, 2023 Results on Nov 02, 2023Cerus Corporation announced that they will report Q3, 2023 results After-Market on Nov 02, 2023
分析記事 • Oct 06Health Check: How Prudently Does Cerus (NASDAQ:CERS) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Sep 28Cerus Corporation Announces the Appointment of Alicia Goodman as Chief Human Resources OfficerCerus Corporation announced that Alicia Goodman has been appointed to the role of Chief Human Resources Officer (CHRO). In this role, she will focus on sustaining and evolving the talent and organizational structure to support the future of the business as the leader in safeguarding the global blood supply. Ms. Goodman will also serve as a member of the Company’s Executive Leadership Team. Ms. Goodman previously led HR at Aimmune Therapeutics for the last four years, where she drove talent and organizational initiatives supporting the company’s growth strategy, both before and after Aimmune’s acquisition by Nestle Health Science. Prior to Aimmune, she held HR leadership positions with Millendo Therapeutics and Novartis AG, as well as head of her own HR consultancy providing CHRO support to various start-up biotech organizations.
Price Target Changed • Aug 06Price target decreased by 25% to US$5.75Down from US$7.63, the current price target is an average from 4 analysts. New target price is 137% above last closing price of US$2.43. Stock is down 56% over the past year. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.24 last year.
New Risk • Aug 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% 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: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$9.2m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Reported Earnings • Aug 03Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.073 loss per share (further deteriorated from US$0.047 loss in 2Q 2022). Revenue: US$38.9m (down 5.2% from 2Q 2022). Net loss: US$13.3m (loss widened 58% from 2Q 2022). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Aug 03Cerus Corporation Revises Revenue Guidance for the Year 2023Cerus Corporation revised revenue guidance for the year 2023. The Company expects full-year 2023 product revenue will be in the range of $160 million to $165 million, compared to its previous range of $165 million to $170 million, due to a temporary reduction in the U.S. platelet kit shelf life, a reduction in platelet collections in parts of Europe, and new Russia sanctions instituted during the quarter.
New Risk • Jul 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$21m net loss in 2 years). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
分析記事 • Jul 07Is Cerus (NASDAQ:CERS) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 12Slammed 32% Cerus Corporation (NASDAQ:CERS) Screens Well Here But There Might Be A CatchCerus Corporation ( NASDAQ:CERS ) shareholders that were waiting for something to happen have been dealt a blow with a...
Major Estimate Revision • May 11Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$185.0m to US$172.6m. Losses expected to increase from US$0.20 per share to US$0.23. Medical Equipment industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$7.63 unchanged from last update. Share price fell 5.7% to US$2.17 over the past week.
Breakeven Date Change • May 10No longer forecast to breakevenThe 4 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$149.7m in 2025. New consensus forecast suggests the company will make a loss of US$7.05m in 2025.
お知らせ • May 06Cerus Corporation Reiterates Revenue Guidance for the Year 2023Cerus Corporation reiterated revenue guidance for the year 2023. The Company expects full-year 2023 product revenue will be in the range of $165-$170 million, underscoring a return to growth with the short-term customer inventory drawdown largely complete.
Reported Earnings • May 06First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.088 loss per share (further deteriorated from US$0.07 loss in 1Q 2022). Revenue: US$31.0m (down 17% from 1Q 2022). Net loss: US$15.6m (loss widened 27% from 1Q 2022). Revenue missed analyst estimates by 16%. Earnings per share (EPS) also missed analyst estimates by 8.0%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Mar 15Chief Medical Officer exercised options and sold US$71k worth of stockOn the 13th of March, Richard Benjamin exercised options to acquire 25k shares at no cost and sold these for an average price of US$2.79 per share. This trade did not impact their existing holding. Since March 2022, Richard's direct individual holding has increased from 182.67k shares to 332.67k. Company insiders have collectively sold US$91k more than they bought, via options and on-market transactions in the last 12 months.
Breakeven Date Change • Mar 02No longer forecast to breakevenThe 3 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$149.7m in 2025. New consensus forecast suggests the company will make a loss of US$2.80m in 2025.
お知らせ • Feb 16Cerus Corporation to Report Q4, 2022 Results on Feb 28, 2023Cerus Corporation announced that they will report Q4, 2022 results After-Market on Feb 28, 2023
Breakeven Date Change • Jan 10No longer forecast to breakevenThe 3 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$110.3m in 2024. New consensus forecast suggests the company will make a loss of US$25.7m in 2024.
お知らせ • Jan 10+ 1 more updateCerus Corporation Provides Revenue Guidance for the Full Year 2023Cerus Corporation provided revenue guidance for the full year 2023. The company expects full-year 2023 product revenue will be in the range of $165 million -$170 million.
Recent Insider Transactions Derivative • Jan 05Independent Director exercised options to buy US$94k worth of stock.On the 28th of December, Gail Schulze exercised options to buy 25k shares at a strike price of around US$3.19, costing a total of US$80k. This transaction amounted to 51% of their direct individual holding at the time of the trade. Since March 2022, Gail's direct individual holding has increased from 28.12k shares to 73.57k. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Nov 16Price target decreased to US$8.70Down from US$9.40, the current price target is an average from 5 analysts. New target price is 120% above last closing price of US$3.95. Stock is down 46% over the past year. The company is forecast to post a net loss per share of US$0.22 next year compared to a net loss per share of US$0.32 last year.
Breakeven Date Change • Nov 16No longer forecast to breakevenThe 4 analysts covering Cerus no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$110.3m in 2024. New consensus forecast suggests the company will make a loss of US$37.8m in 2024.
Price Target Changed • Nov 13Price target decreased to US$8.70Down from US$9.40, the current price target is an average from 5 analysts. New target price is 112% above last closing price of US$4.10. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.22 next year compared to a net loss per share of US$0.32 last year.
Major Estimate Revision • Nov 10Consensus estimates of losses per share improve by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$161.1m to US$167.3m. EPS estimate increased from -US$0.24 per share to -US$0.21 per share. Medical Equipment industry in the US expected to see average net income growth of 13% next year. Consensus price target of US$9.10 unchanged from last update. Share price rose 2.6% to US$3.58 over the past week.
Price Target Changed • Nov 05Price target decreased to US$8.50Down from US$9.40, the current price target is an average from 4 analysts. New target price is 126% above last closing price of US$3.76. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$0.23 next year compared to a net loss per share of US$0.32 last year.
Reported Earnings • Nov 04Third quarter 2022 earnings released: US$0.048 loss per share (vs US$0.072 loss in 3Q 2021)Third quarter 2022 results: US$0.048 loss per share (improved from US$0.072 loss in 3Q 2021). Revenue: US$39.6m (up 9.5% from 3Q 2021). Net loss: US$8.48m (loss narrowed 32% from 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
