Alector マネジメント
マネジメント 基準チェック /34
Alectorの CEO はArnon Rosenthalで、 Jan2013年に任命され、 の在任期間は 13.33年です。 の年間総報酬は$ 2.00Mで、 34%給与と66%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の5.15%を直接所有しており、その価値は$ 12.01M 。経営陣と取締役会の平均在任期間はそれぞれ1.1年と6.5年です。
主要情報
Arnon Rosenthal
最高経営責任者
US$2.0m
報酬総額
| CEO給与比率 | 33.99% |
| CEO在任期間 | 13.3yrs |
| CEOの所有権 | 5.1% |
| 経営陣の平均在職期間 | 1.1yrs |
| 取締役会の平均在任期間 | 6.5yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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.Seeking Alpha • Mar 11
Alector Stock Jumps On Upgrade, But AL101 Interim Data Will Be Key
Summary Alector, Inc. (ALEC) pivots to its Alector Brain Carrier (ABC) platform, focusing on enhanced blood-brain barrier delivery for neurodegenerative therapeutics. Near-term stock movement hinges on the binary outcome of the Phase 2 PROGRESS-AD interim futility analysis for AL101, expected in 1H26. Despite a sharp revenue decline and increased net loss in FY25, ALEC maintains $256M in cash, funding operations into at least 2027. ALEC trades at a steep discount to sector EV/sales multiples, with enterprise value barely above net cash, reflecting high clinical risk and limited current revenue. Read the full article on Seeking Alphaナラティブ更新 • 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...分析記事 • Jul 11
Alector, Inc.'s (NASDAQ:ALEC) Price Is Right But Growth Is Lacking
With a price-to-sales (or "P/S") ratio of 5x Alector, Inc. ( NASDAQ:ALEC ) may be sending very bullish signals at the...分析記事 • May 11
Alector, Inc. (NASDAQ:ALEC) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
Shareholders might have noticed that Alector, Inc. ( NASDAQ:ALEC ) filed its first-quarter result this time last week...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$125m |
| Dec 31 2025 | US$2m | US$678k | -US$143m |
| Sep 30 2025 | n/a | n/a | -US$108m |
| Jun 30 2025 | n/a | n/a | -US$115m |
| Mar 31 2025 | n/a | n/a | -US$123m |
| Dec 31 2024 | US$4m | US$675k | -US$119m |
| Sep 30 2024 | n/a | n/a | -US$158m |
| Jun 30 2024 | n/a | n/a | -US$161m |
| Mar 31 2024 | n/a | n/a | -US$121m |
| Dec 31 2023 | US$4m | US$654k | -US$130m |
| Sep 30 2023 | n/a | n/a | -US$141m |
| Jun 30 2023 | n/a | n/a | -US$143m |
| Mar 31 2023 | n/a | n/a | -US$135m |
| Dec 31 2022 | US$4m | US$621k | -US$133m |
| Sep 30 2022 | n/a | n/a | -US$136m |
| Jun 30 2022 | n/a | n/a | US$36m |
| Mar 31 2022 | n/a | n/a | -US$29m |
| Dec 31 2021 | US$10m | US$575k | -US$36m |
| Sep 30 2021 | n/a | n/a | -US$33m |
| Jun 30 2021 | n/a | n/a | -US$212m |
| Mar 31 2021 | n/a | n/a | -US$202m |
| Dec 31 2020 | US$4m | US$554k | -US$190m |
| Sep 30 2020 | n/a | n/a | -US$169m |
| Jun 30 2020 | n/a | n/a | -US$148m |
| Mar 31 2020 | n/a | n/a | -US$127m |
| Dec 31 2019 | US$7m | US$525k | -US$105m |
報酬と市場: Arnonの 総報酬 ($USD 2.00M ) は、 US市場 ($USD 1.59M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Arnonの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Arnon Rosenthal (69 yo)
13.3yrs
在職期間
US$1,995,018
報酬
Dr. Arnon Rosenthal, Ph D., Co-Founded Annexon in 2013 and serves as its Chief Executive Officer and Director since 2013 and served as its President since 2013. He served as Chief Scientific Officer of Ale...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 13.3yrs | US$2.00m | 5.15% $ 12.0m | |
| CFO & Chief Business Officer | less than a year | US$1.05m | 0.11% $ 262.3k | |
| Senior Director of Corporate Communication & Investor Relations | no data | データなし | データなし | |
| General Counsel | 4.3yrs | データなし | データなし | |
| Chief People & Places Officer | no data | データなし | データなし | |
| Chief Development Officer | no data | データなし | データなし | |
| Chief Medical Officer | 1.1yrs | データなし | データなし | |
| Senior VP & Head of Research | less than a year | データなし | データなし | |
| Director of Antibody Discovery & Protein Engineering | no data | データなし | データなし |
1.1yrs
平均在職期間
経験豊富な経営陣: ALECの経営陣は 経験豊富 とはみなされません ( 1.1年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 13.3yrs | US$2.00m | 5.15% $ 12.0m | |
| Independent Chairperson of the Board | 7.6yrs | US$149.94k | 0.064% $ 148.5k | |
| Director & Member of Scientific Advisory Board | 7.6yrs | US$223.03k | 0.060% $ 140.0k | |
| Member of Scientific Advisory Board | no data | データなし | データなし | |
| Member of Scientific Advisory Board | no data | データなし | データなし | |
| Independent Director | 2.2yrs | US$122.96k | 0.022% $ 50.5k | |
| Member of Scientific Advisory Board | no data | データなし | データなし | |
| Independent Director | 6.2yrs | US$114.94k | 0.042% $ 97.0k | |
| Independent Director | 6.8yrs | US$112.44k | 0.060% $ 140.1k | |
| Member of Scientific Advisory Board | no data | データなし | データなし | |
| Member of Scientific Advisory Board | 4.3yrs | データなし | データなし | |
| Independent Director | 4.7yrs | US$117.44k | 0.064% $ 148.5k |
6.5yrs
平均在職期間
68yo
平均年齢
経験豊富なボード: ALECの 取締役会 は 経験豊富 であると考えられます ( 6.5年の平均在任期間)。
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 | 2026/05/11 13:00 |
| 終値 | 2026/05/11 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
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
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。13
| アナリスト | 機関 |
|---|---|
| Alec Stranahan | BofA Global Research |
| Thomas Shrader | BTIG |
| Pete Stavropoulos | Cantor Fitzgerald & Co. |