Alector（ALEC）株式概要
臨床段階のバイオテクノロジー企業であるAlector, Inc.は、米国で神経変性の進行に対抗する治療法を開発している。 詳細
ALEC Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Alector, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1.61 |
| 52週高値 | US$3.40 |
| 52週安値 | US$1.09 |
| ベータ | 0.60 |
| 1ヶ月の変化 | 5.92% |
| 3ヶ月変化 | -34.29% |
| 1年変化 | 0% |
| 3年間の変化 | -75.15% |
| 5年間の変化 | -95.14% |
| IPOからの変化 | -91.06% |
最新ニュース
Seeking Alpha • Jul 09
GSK Walks Away From Alector - Pipeline Reset Story Begins
Summary Alector faces a strategic reset after GSK’s termination of their neuroscience collaboration, shifting the investment case to its internal pipeline. With GSK’s exit, ALEC loses up to $1.5B in milestone potential and significant non-dilutive funding, compressing valuation multiples and increasing dilution risk. ALEC’s financial runway extends into FY27 with $206.5M cash, but future capital needs may accelerate if pipeline investment ramps up. The pipeline’s value now centers on the ABC platform and AL037/AL137, with the next major catalyst being an IND submission targeted for early 2027. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 17
ALEC: Tau Readthroughs And BBB Platform Will Drive Future Neurodegeneration Upside
Analysts increased their price target on Alector stock by $1.10, citing renewed confidence in the company's neurodegeneration pipeline after recent tau-pathology data in Alzheimer's supported the broader MAPT mechanism and reinforced prior upgrades from multiple firms. Analyst Commentary Analysts are framing the latest Alector stock move within a broader shift in sentiment toward tau-targeting therapies in Alzheimer's, with recent trial data in the field feeding directly into how they think about the company's valuation potential and execution risks.
ナラティブの更新 • Jun 03
ALEC: BBB Shuttle Pivot And Tau Readthrough Will Reset Neurodegeneration Prospects
Analysts have raised Alector's price target by $1.10 to $6.00, citing increased confidence in its shift toward blood brain barrier shuttle therapeutics and positive readthrough from recent tau pathology data in Alzheimer's research. Analyst Commentary Bullish analysts are framing recent industry data as a tailwind for Alector, especially after tau pathology results in Alzheimer's research supported the broader MAPT field.ナラティブの更新 • May 17
ALEC: Tau Readthroughs And BBB Shuttle Platform Will Drive Neurodegeneration Upside
Analysts nudged their price target framework for Alector higher, with fair value moving from $2.88 to $3.10, citing stronger confidence in the tau-targeting opportunity in neurodegeneration. This follows recent readthroughs from Biogen's CELIA data and a series of positive rating changes on the stock.Recent updates
Seeking Alpha • Jul 09
GSK Walks Away From Alector - Pipeline Reset Story Begins
Summary Alector faces a strategic reset after GSK’s termination of their neuroscience collaboration, shifting the investment case to its internal pipeline. With GSK’s exit, ALEC loses up to $1.5B in milestone potential and significant non-dilutive funding, compressing valuation multiples and increasing dilution risk. ALEC’s financial runway extends into FY27 with $206.5M cash, but future capital needs may accelerate if pipeline investment ramps up. The pipeline’s value now centers on the ABC platform and AL037/AL137, with the next major catalyst being an IND submission targeted for early 2027. Read the full article on Seeking Alphaナラティブの更新 • Jun 17
ALEC: Tau Readthroughs And BBB Platform Will Drive Future Neurodegeneration Upside
Analysts increased their price target on Alector stock by $1.10, citing renewed confidence in the company's neurodegeneration pipeline after recent tau-pathology data in Alzheimer's supported the broader MAPT mechanism and reinforced prior upgrades from multiple firms. Analyst Commentary Analysts are framing the latest Alector stock move within a broader shift in sentiment toward tau-targeting therapies in Alzheimer's, with recent trial data in the field feeding directly into how they think about the company's valuation potential and execution risks.ナラティブの更新 • Jun 03
ALEC: BBB Shuttle Pivot And Tau Readthrough Will Reset Neurodegeneration Prospects
Analysts have raised Alector's price target by $1.10 to $6.00, citing increased confidence in its shift toward blood brain barrier shuttle therapeutics and positive readthrough from recent tau pathology data in Alzheimer's research. Analyst Commentary Bullish analysts are framing recent industry data as a tailwind for Alector, especially after tau pathology results in Alzheimer's research supported the broader MAPT field.ナラティブの更新 • May 17
ALEC: Tau Readthroughs And BBB Shuttle Platform Will Drive Neurodegeneration Upside
Analysts nudged their price target framework for Alector higher, with fair value moving from $2.88 to $3.10, citing stronger confidence in the tau-targeting opportunity in neurodegeneration. This follows recent readthroughs from Biogen's CELIA data and a series of positive rating changes on the stock.ナラティブの更新 • Apr 30
ALEC: BBB Shuttle Refocus And Upgrades Will Drive Neurodegeneration Upside
Analysts have raised their average price target on Alector by $3 to $6, citing renewed confidence in the company’s focus on novel BBB-shuttle therapeutics and its potential role in neurodegeneration research following recent upgrades from multiple firms. Analyst Commentary Recent research notes focus on Alector's pivot toward BBB shuttle based therapeutics and how that shift frames the risk and reward profile after the frontotemporal dementia trial outcome.ナラティブの更新 • Apr 15
ALEC: BBB Shuttle Refocus And Cash Runway Will Support Neurodegeneration Reset
The analyst fair value estimate for Alector has increased from $5.00 to $6.00. Analysts attribute this revision to recent upgrades and the company’s focus on novel BBB-shuttle therapeutics in neurodegeneration, which they identify as key drivers of the updated $6 price target.ナラティブの更新 • Apr 01
ALEC: BBB Shuttle Refocus Will Shape Neurodegeneration Upside Potential
Analysts have lifted Alector's average price target, with moves such as BTIG's shift to a $6 target and Morgan Stanley's adjustment to $0.90, reflecting growing focus on the BBB-shuttle program and a cleaner story after the frontotemporal dementia setback. Analyst Commentary Recent Street research on Alector highlights a split view, with some analysts becoming more constructive on the refocused pipeline and others staying cautious on the overall risk profile and valuation support.ナラティブの更新 • Mar 18
ALEC: BBB Shuttle Pivot And Patent Cliff Tailwinds Will Shape Outlook
Analysts have lifted their price targets on Alector, with one firm moving to a $6 target and another to $0.90. They cited the company’s renewed focus on novel BBB shuttle therapeutics and reduced uncertainty after its frontotemporal dementia trial setback.ナラティブの更新 • Mar 03
ALEC: Patent Cliff Tailwinds And Capital Production Potential Will Shape Outlook
Analysts have raised their price target on Alector to $0.90 from $0.75, citing expectations that U.S. small and mid cap biotech companies could transition from being capital consumers to capital producers as large cap biopharma faces a patent cliff. Analyst Commentary Recent commentary around Alector focuses on how the company fits into a broader view that some U.S. small and mid cap biotech names could move from relying on external funding to generating their own cash over time, especially as larger biopharma peers approach a patent cliff.ナラティブの更新 • Feb 17
ALEC: Sector Tailwinds From Patent Cliffs Will Support Future Upside Potential
Analysts have raised their price target on Alector shares to $0.90 from $0.75, citing expectations that select U.S. small and mid cap biotech names could gradually generate more cash as larger biopharma peers manage upcoming patent expirations. Analyst Commentary Recent research commentary ties the new US$0.90 price target for Alector shares to broader expectations around U.S. small and mid cap biotech companies and how they may perform as a group.ナラティブの更新 • Feb 03
ALEC: Sector Tailwinds And Deal Optionality Will Shape Measured Future Upside
Analysts have nudged their view on Alector higher, with the consensus price target moving from US$0.75 to US$0.90. This reflects expectations that U.S. small and mid cap biotech could benefit as more commercial names start generating cash while large cap pharma deals with a potential patent cliff.分析記事 • Jan 22
There's No Escaping Alector, Inc.'s (NASDAQ:ALEC) Muted Revenues Despite A 32% Share Price Rise
The Alector, Inc. ( NASDAQ:ALEC ) share price has done very well over the last month, posting an excellent gain of 32...ナラティブの更新 • Jan 19
ALEC: Cost Cuts And Early Pipeline Optionality Will Support Long-Term Upside
Analysts nudged Alector's fair value estimate higher, alongside a modestly lower discount rate and slightly improved long term profit margin assumptions, reflecting recent price target moves such as Morgan Stanley's increase to $0.90, despite a series of rating downgrades following the latozinemab Phase 3 setback. Analyst Commentary Recent Street research on Alector is mixed, with some price targets adjusted while ratings generally move more cautious following the latozinemab Phase 3 results and subsequent pipeline reset.ナラティブの更新 • Jan 05
ALEC: Cash Runway To 2027 Will Support Leaner Pipeline Reset
Analysts cut Alector's price expectations sharply, with recent downgrades to Neutral or Hold and price targets reduced to as low as US$1.50 after the latozinemab Phase 3 miss, along with concerns about high cash burn and limited near term catalysts. Analyst Commentary Recent commentary has shifted to a more cautious tone after the latozinemab Phase 3 setback, with multiple firms moving to Neutral or Hold ratings and, in one case, cutting the price target to US$1.50 from US$3.50.ナラティブの更新 • Dec 18
ALEC: Cash Runway To 2027 Will Support Early Pipeline Upside Potential
Narrative Update on Alector The analyst price target for Alector has been cut sharply from about $10.00 to $5.00. Analysts cite failed Phase 3 data for latozinemab, the termination of that program, a dearth of near term catalysts, and elevated risk and valuation for the earlier stage pipeline.ナラティブの更新 • Dec 04
ALEC: Cost Cuts And Early Pipeline Will Drive Long-Term Upside
Alector's analyst price target has been cut sharply, with analysts now valuing the shares around $1.50 versus prior expectations near $3.50, as they factor in failed Phase 3 data for latozinemab, limited near term catalysts, and the early stage nature of the remaining pipeline. Analyst Commentary Analysts broadly view the failed Phase 3 INFRONT-3 trial and termination of the latozinemab program as a major negative inflection point for Alector, prompting multiple rating downgrades and a reset in valuation expectations.ナラティブの更新 • Nov 20
ALEC: Pipeline Progress And Cost Cuts Will Drive Upside After 49% Layoff
Alector's analyst price target has dropped significantly, decreasing from $2.20 to $2.05 per share. Analysts cite disappointment over negative late-stage data and elevated risk across its pipeline.ナラティブの更新 • Nov 06
ALEC: Cash Preservation and Pipeline Progress Will Drive Upside After 49% Workforce Cut
Alector's analyst price target was sharply reduced from $3.50 to $1.50, as analysts cited the failure of the INFRONT-3 trial, a lack of near-term catalysts, and elevated development risks for the company's early-stage pipeline. Analyst Commentary Following the failed outcome of Alector's INFRONT-3 trial for latozinemab, analysts have re-evaluated the company's prospects.ナラティブの更新 • Oct 23
Analysts Cut Alector Price Target as Latozinemab Failure Drives Valuation Shift
Alector’s analyst price target has been sharply reduced from $3.83 to $2.20 per share, as analysts lower expectations following the failure of its key latozinemab program and note limited near-term catalysts. Analyst Commentary Following the recent failure of Alector's latozinemab program and subsequent analyst downgrades, research notes have provided further insights into both optimistic and cautious perspectives surrounding the company’s outlook.分析記事 • Sep 16
Alector, Inc.'s (NASDAQ:ALEC) Shares Bounce 32% But Its Business Still Trails The Industry
Despite an already strong run, Alector, Inc. ( NASDAQ:ALEC ) shares have been powering on, with a gain of 32% in the...ナラティブの更新 • Sep 03
Breakthrough CNS Treatments Will Reshape Neurodegenerative Care
Alector’s consensus price target and future P/E multiple have both declined significantly, indicating more cautious growth expectations, resulting in a lower fair value estimate of $3.83. What's in the News Alector updated its 2025 collaboration revenue guidance to between $13 million and $18 million.ナラティブの更新 • Aug 15
Breakthrough CNS Treatments Will Reshape Neurodegenerative Care
With no change in the discount rate or net profit margin, Alector’s consensus analyst price target remained stable at $4.51. What's in the News Alector updated its 2025 collaboration revenue guidance to $13 million–$18 million.分析記事 • Aug 13
This Just In: Analysts Are Boosting Their Alector, Inc. (NASDAQ:ALEC) Outlook for This Year
NasdaqGS:ALEC 1 Year Share Price vs Fair Value Explore Alector's Fair Values from the Community and select yours...分析記事 • Jul 24
Alector, Inc.'s (NASDAQ:ALEC) Shares Bounce 29% But Its Business Still Trails The Industry
Despite an already strong run, Alector, Inc. ( NASDAQ:ALEC ) shares have been powering on, with a gain of 29% in the...分析記事 • May 11
US$5.26 - That's What Analysts Think Alector, Inc. (NASDAQ:ALEC) Is Worth After These Results
Last week, you might have seen that Alector, Inc. ( NASDAQ:ALEC ) released its quarterly result to the market. The...分析記事 • May 05
Alector, Inc. (NASDAQ:ALEC) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
Those holding Alector, Inc. ( NASDAQ:ALEC ) shares would be relieved that the share price has rebounded 27% in the last...
新しいナラティブ • Apr 03
ABC Platform And Latozinemab Trial Will Yield Mixed Prospects
Alector's ABC platform and late-stage trials, like those for latozinemab, could significantly boost revenue if successful, addressing unmet medical needs.分析記事 • Mar 21
Alector, Inc. (NASDAQ:ALEC) Not Doing Enough For Some Investors As Its Shares Slump 26%
The Alector, Inc. ( NASDAQ:ALEC ) share price has fared very poorly over the last month, falling by a substantial 26...Seeking Alpha • Mar 13
Alector: Q4 Of 2025 FTD-GRN Treatment Data Is Important Inflection Point
Summary Alector, Inc. failed to meet the primary endpoint of the phase 2 INVOKE-2 study using AL002 for the treatment of patients with early-stage Alzheimer's Disease. Topline data from the phase 3 INFRONT-3 study, using latozinemab for the treatment of patients with Frontotemporal dementia with progranulin mutation, expected Q4 of 2025. Completion of enrollment of phase 2 PROGRESS-AD study, using AL101 for the treatment of patients with early-stage Alzheimer's Disease, expected mid-2025. The global Alzheimer's Disease market is expected to reach $6.3 billion by 2034. Read the full article on Seeking Alpha分析記事 • Mar 01
Earnings Update: Alector, Inc. (NASDAQ:ALEC) Just Reported And Analysts Are Trimming Their Forecasts
Alector, Inc. ( NASDAQ:ALEC ) just released its full-year report and things are looking bullish. The results were...分析記事 • Dec 23
The Market Doesn't Like What It Sees From Alector, Inc.'s (NASDAQ:ALEC) Revenues Yet As Shares Tumble 53%
Unfortunately for some shareholders, the Alector, Inc. ( NASDAQ:ALEC ) share price has dived 53% in the last thirty...分析記事 • Nov 28
Need To Know: Analysts Just Made A Substantial Cut To Their Alector, Inc. (NASDAQ:ALEC) Estimates
The analysts covering Alector, Inc. ( NASDAQ:ALEC ) delivered a dose of negativity to shareholders today, by making a...Seeking Alpha • Nov 28
Alector: Bleak Prospects After Alzheimer's Failure
Summary Alector's Phase 2 trial for AL002 in early Alzheimer's disease failed, causing a +30% stock drop and raising doubts about TREM2 as a viable target. The company has significant cash reserves but faces high cash burn, with no immediate catalysts and uncertain prospects for its remaining pipeline. Alector's next major readout is for AL101 in frontotemporal dementia, expected by late 2025 or early 2026. Given the cash burn, long wait for data, and mixed results on AL101 so far, I rate Alector as a Sell. Read the full article on Seeking Alpha分析記事 • Oct 24
Alector, Inc.'s (NASDAQ:ALEC) Business And Shares Still Trailing The Industry
With a price-to-sales (or "P/S") ratio of 8.2x Alector, Inc. ( NASDAQ:ALEC ) may be sending bullish signals at the...分析記事 • Sep 26
We Think Alector (NASDAQ:ALEC) Needs To Drive Business Growth Carefully
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...株主還元
| ALEC | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -21.8% | -2.4% | 0.7% |
| 1Y | 0% | 35.9% | 20.6% |
業界別リターン: ALEC過去 1 年間で35.9 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: ALECは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。
価格変動
| ALEC volatility | |
|---|---|
| ALEC Average Weekly Movement | 10.9% |
| Biotechs Industry Average Movement | 10.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ALEC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ALECの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 103 | Arnon Rosenthal | www.alector.com |
臨床段階のバイオテクノロジー企業であるAlector, Inc.は、米国で神経変性の進行に対抗する治療法を開発している。同社のパイプラインには、神経変性疾患の治療薬として治験中のヒト組換えモノクローナル抗体Nivisnebart、アルツハイマー病の治療薬として前臨床開発中の抗アミロイドβ抗体AL137、GBA1遺伝子変異を有するパーキンソン病やレビー小体型認知症の治療薬として前臨床開発中のGCase酵素補充療法AL050などがある。また、アルツハイマー病やその他のタウ病に対するタウsiRNAであるAL064、パーキンソン病に対するαシヌクレインsiRNAであるADP062-ABC、神経変性疾患に対するNLRP3 siRNAであるADP065-ABCからなる前臨床および研究パイプラインも開発している。グラクソ・スミスクライン社とは、ラトジネマブやニビスネバートを含むプログラヌリン上昇モノクローナル抗体の開発・商品化に関する戦略的提携契約を結んでいる。同社は2013年に設立され、カリフォルニア州サウスサンフランシスコに本社を置いている。
Alector, Inc. 基礎のまとめ
| ALEC 基礎統計学 | |
|---|---|
| 時価総額 | US$181.53m |
| 収益（TTM） | -US$125.39m |
| 売上高(TTM) | US$18.42m |
9.7x
P/Sレシオ-1.4x
PER（株価収益率ALEC は割高か？
公正価値と評価分析を参照収益と収入
| ALEC 損益計算書（TTM） | |
|---|---|
| 収益 | US$18.42m |
| 売上原価 | US$107.28m |
| 売上総利益 | -US$88.86m |
| その他の費用 | US$36.52m |
| 収益 | -US$125.39m |
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） | -1.13 |
| グロス・マージン | -482.51% |
| 純利益率 | -680.83% |
| 有利子負債／自己資本比率 | 94.1% |
ALEC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 00:13 |
| 終値 | 2026/07/10 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Alector, Inc. 8 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。12
| アナリスト | 機関 |
|---|---|
| Alec Stranahan | BofA Global Research |
| Thomas Shrader | BTIG |
| Pete Stavropoulos | Cantor Fitzgerald & Co. |