View ValuationThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsAllakos 将来の成長Future 基準チェック /06Allakos は収益が増加すると予測されています。EPS は、年間 増加すると予測されています42.6%。主要情報31.6%収益成長率42.63%EPS成長率Biotechs 収益成長25.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジLow最終更新日11 Apr 2025今後の成長に関する最新情報Price Target Changed • Dec 01Price target increased by 21% to US$3.35Up from US$2.77, the current price target is an average from 4 analysts. New target price is 225% above last closing price of US$1.03. Stock is down 55% over the past year. The company is forecast to post a net loss per share of US$1.47 next year compared to a net loss per share of US$2.14 last year.Price Target Changed • Jan 16Price target decreased by 32% to US$6.50Down from US$9.58, the current price target is an average from 5 analysts. New target price is 446% above last closing price of US$1.19. Stock is down 85% over the past year. The company is forecast to post a net loss per share of US$1.87 next year compared to a net loss per share of US$5.06 last year.Price Target Changed • Dec 08Price target decreased by 8.4% to US$9.08Down from US$9.92, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$3.11. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$1.89 next year compared to a net loss per share of US$5.06 last year.Price Target Changed • Sep 12Price target increased by 7.4% to US$8.67Up from US$8.07, the current price target is an average from 6 analysts. New target price is 264% above last closing price of US$2.38. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$1.80 next year compared to a net loss per share of US$5.06 last year.Price Target Changed • May 11Price target increased by 17% to US$8.50Up from US$7.28, the current price target is an average from 6 analysts. New target price is 98% above last closing price of US$4.29. Stock is up 51% over the past year. The company is forecast to post a net loss per share of US$1.98 next year compared to a net loss per share of US$5.06 last year.Price Target Changed • Feb 12Price target decreased by 19% to US$5.69Down from US$7.06, the current price target is an average from 8 analysts. New target price is 12% below last closing price of US$6.45. Stock is up 0.3% over the past year. The company is forecast to post a net loss per share of US$5.15 next year compared to a net loss per share of US$5.01 last year.すべての更新を表示Recent updatesお知らせ • May 16+ 1 more updateAllakos Inc.(NasdaqGS:ALLK) dropped from NASDAQ Composite IndexAllakos Inc. has been dropped from the NASDAQ Composite Index .お知らせ • Apr 03Concentra Biosciences, LLC entered into an agreement to acquire Allakos Inc. (NasdaqGS:ALLK) for $31 million.Concentra Biosciences, LLC entered into an agreement to acquire Allakos Inc. (NasdaqGS:ALLK) for $31 million on April 1, 2025. Concentra Biosciences will acquire Allakos for $0.33 in cash per share of Allakos common stock. If the merger agreement is terminated under certain circumstances specified in the merger agreement, including in connection with the Allakos’s entry into an agreement with respect to a superior proposal, the Allakos will be required to pay Concentra a termination fee of $1.2 million. If Concentra terminates the merger agreement due to the Allakos having Closing Net Cash of less than $35.5 million, the Allakos will be required to pay to Concentra an expense reimbursement fee up to a maximum amount of $0.5 million. Pursuant and subject to the terms of the merger agreement, Concentra will commence a tender offer by April 15, 2025 to acquire all outstanding shares of Allakos Common Stock. The transaction has been unanimously approved by both parties board of directors. The transaction is subject to certain conditions, including the tender of Allakos Common Stock representing at least a majority of the total number of outstanding shares (including any shares held by Concentra), the availability of at least $35.5 million of cash (net of transaction costs, wind-down costs and other liabilities) at closing, and other customary closing conditions. The merger transaction is expected to close in May 2025. Tony Jeffries, Robert T. Ishii and Ross Tanaka of Wilson Sonsini Goodrich & Rosati acted as legal counsel to Allakos. Ryan A. Murr of Gibson, Dunn & Crutcher LLP acted as legal counsel to Concentra. Houlihan Lokey Capital, Inc. acted as financial advisor and provided fairness opinion to Allakos.分析記事 • Mar 27Here's Why We're A Bit Worried About Allakos' (NASDAQ:ALLK) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • Mar 14Allakos Receives Non-Compliance Letter from Nasdaq Regarding Bid Price RuleOn March 12, 2025, Allakos Inc. received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market LLC indicating that, based upon the closing bid price of shares of the Company’s common stock for the 30 consecutive business day period between January 27, 2025, through March 11, 2025, the Company did not meet the minimum bid price of $1.00 per share required for continued listing on the Nasdaq Global Select Market pursuant to Nasdaq Listing Rule 5450(a)(1). The letter also indicated that the Company will be provided with a compliance period of 180 calendar days, or until September 8, 2025 (the “Compliance Period”), in which to regain compliance pursuant to Nasdaq Listing Rule 5810(c)(3)(A). The letter has no immediate impact on the listing of the Company’s common stock, which will continue to be listed and traded on Nasdaq, subject to the Company’s compliance with the other listing requirements of Nasdaq. In order to regain compliance with Nasdaq’s minimum bid price requirement, shares of the Company’s common stock must maintain a closing bid price of at least $1.00 for a minimum of ten consecutive business days during the Compliance Period, unless the Staff exercises its discretion to extend this ten day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). In the event the Company does not regain compliance by the end of the Compliance Period, the Company may be eligible for an additional 180 calendar days to regain compliance (the “Second Compliance Period”) pursuant to Nasdaq Listing Rule 5810(c)(3)(A)(i) by transferring to the Nasdaq Capital Market. To qualify for the Second Compliance Period, the Company would need to submit a transfer application and pay an application fee. In addition, the Company would be required to meet the continued listing requirement for the market value of its publicly held shares and all other initial listing standards for Nasdaq, with the exception of the bid price requirement, and would need to provide written notice of its intention to cure the deficiency during the Second Compliance Period by effecting a reverse stock split, if necessary. However, if it appears to Nasdaq that the Company will be unable to cure the deficiency, or if the Company is not otherwise eligible for the additional cure period, Nasdaq will provide notice that the Company’s shares of common stock will be subject to delisting. There can be no assurance that the Company will be eligible for the Second Compliance Period, if applicable, or that the Staff would grant the Company’s request for continued listing subsequent to any delisting notification. The Company intends to actively monitor the closing bid price of its shares of common stock during the Compliance Period and may, if appropriate, evaluate available options to resolve the deficiency and regain compliance with the minimum bid price requirement. While the Company is exercising diligent efforts to maintain the listing of its common stock on the Nasdaq Global Select Market, there can be no assurance that the Company will be able to regain or maintain compliance with the minimum bid price requirement or any other Nasdaq listing standard.お知らせ • Jan 27Allakos Inc. Announces Topline Results from Its Phase 1 Clinical Trial of Ak006 in Patients with Chronic Spontaneous UrticariaAllakos Inc. announced topline results from its phase 1 clinical trial of AK006 in chronic spontaneous urticaria (CSU). In the CSU cohort, 34 adult patients with moderate-to-severe CSU refractory to antihistamines with or without prior exposure to omalizumab were enrolled and randomized 2:1 to receive 720 mg of intravenous AK006 (n=23) or placebo (n=11) once every four weeks (Q4W). Eight of the 34 patients had previously received omalizumab (5 randomized to AK006, 3 randomized to placebo). The primary endpoint of the proof-of-concept cohort was safety and tolerability with therapeutic activity explored using the Urticaria Activity Score (UAS)-7 at 14 weeks. AK006 was well-tolerated with a favorable safety profile. There were no serious adverse events (SAEs) in subjects on AK006. Adverse events occurring in 2 or more subjects on AK006 were headache (2), infusion related reaction (2), and Covid-19 (2) vs. 1, 0, and 0, respectively, on placebo, all of which were mild-to-moderate in severity. The Company plans to discontinue AK006-related activities across clinical, manufacturing, research and administrative functions and reduce its workforce by approximately 75%. The Company plans to retain approximately 15 employees to explore strategic alternatives, maintain compliance with regulatory and financial reporting requirements, and wind-down the phase 1 clinical trial.Price Target Changed • Dec 01Price target increased by 21% to US$3.35Up from US$2.77, the current price target is an average from 4 analysts. New target price is 225% above last closing price of US$1.03. Stock is down 55% over the past year. The company is forecast to post a net loss per share of US$1.47 next year compared to a net loss per share of US$2.14 last year.Seeking Alpha • Nov 07Allakos Runs Up Into A Near-Term CatalystSummary Allakos shifted focus to AK006 in 2024 after lirentelimab's failure in phase 2 trials for atopic dermatitis and chronic spontaneous urticaria. Phase 1 work with intravenous and subcutaneous AK006 demonstrates that the drug may not require frequent dosing, which may be important given potential competition from oral remibrutinib. Upcoming Q1'25 data from a randomized, double-blind, placebo-controlled trial of IV AK006 in over 30 CSU patients is a near-term catalyst. Read the full article on Seeking Alphaお知らせ • Oct 11Allakos Inc. Announces Phase 1 Trial Results of Subcutaneous AK006 in Healthy VolunteersAllakos Inc. announced results from the Phase 1 study of subcutaneous AK006 in healthy volunteers. AK006 is a Siglec-6 monoclonal antibody that selectively inhibits mast cells. Inappropriate activation of mast cells has been identified as a pathogenic driver of multiple diseases, including chronic spontaneous urticaria, food allergy and asthma. Phase 1 Study Results of Subcutaneous AK006 in Healthy Volunteers: Bioavailability of subcutaneous AK006 was approximately 77%. Subcutaneous administered AK006 showed an estimated half-life of 12-22 days. Consistent with the IV formulation, skin biopsies taken from subcutaneous AK006 treated healthy volunteers showed high levels of receptor occupancy confirming AK006 reaches skin tissue mast cells. The 720 mg dose of AK006 showed 98% receptor occupancy at day 113 suggesting the potential for infrequent dosing. Single and multiple doses of IV AK006 and single dose subcutaneous AK006 up to 720 mg were well-tolerated with a favorable safety profile. In the safety profile to date: There were no serious adverse events (SAEs) in subjects on AK006. There were no treatment emergent adverse events leading to discontinuation of AK006. There were no dose limiting toxicities. The most common adverse events (=10%) occurring more frequently in subjects on AK006 were headache and dysmenorrhea, all of which were mild-to-moderate in severity. Phase 1 AK006 Study in Healthy Volunteers and in Patients with Chronic Spontaneous Urticaria: AK006 is being studied in an ongoing Phase 1 single ascending dose (SAD) and multiple ascending dose (MAD) trial that includes a randomized, double-blind, placebo-controlled CSU arm (NCT06072157). In June 2024 the company reported data from the SAD and MAD IV cohorts of the study. The data announced today are from the randomized, double-blind, placebo-controlled SAD subcutaneous cohorts of the study. In these cohorts, healthy volunteers were randomized 6:2 to receive doses of subcutaneous AK006 or placebo. Two dosed levels, 150 mg and 720 mg, of subcutaneous AK006 were tested. The primary objective was to evaluate the safety and tolerability of single subcutaneous doses of AK006 in healthy volunteers, establish the bioavailability and pharmacokinetics of subcutaneous AK006, and to explore Siglec-6 receptor occupancy on mast cells in skin biopsy samples. In the CSU arm of the Phase 1 study, up to 60 adult patients with antihistamine refractory CSU (including patients with prior biologics treatment), will be randomized 2:1 to receive 720 mg of IV AK006 or placebo once every four weeks (Q4W). The primary efficacy analysis will be the change in the urticaria activity score (UAS7) at week 14. Data from approximately 30 patients is expected in early First Quarter of 2025. About AK006: AK006 is a humanized IgG1 monoclonal antibody which activates the inhibitory receptor Siglec-6. Siglec-6 is found on the surface of mature mast cells and offers a way to selectively target mast cells. In preclinical experiments, AK006 inhibits IgE-dependent and IgE-independent mast cell activation including activation through IgE, MRGPRX2 and KIT receptors. In these experiments, AK006 drives deep mast cell inhibition and, in addition to its inhibitory activity, can reduce mast cell numbers via antibody-dependent cellular phagocytosis in the presence of activated macrophages.分析記事 • Aug 27We Think Allakos (NASDAQ:ALLK) Needs To Drive Business Growth CarefullyWe can readily understand why investors are attracted to unprofitable companies. For example, although...お知らせ • Aug 17Allakos Inc. Receives A Letter from the Listing Qualifications Staff (The Staff") of the Nasdaq Stock Market LLCOn August 13, 2024, Allakos Inc. (the Company") received a letter from the Listing Qualifications Staff (the Staff") of The Nasdaq Stock Market LLC (Nasdaq") indicating that, based upon the closing bid price of shares of the Company's common stock for the 30 consecutive business day period between July 1, 2024, through August 12, 2024, the Company did not meet the minimum bid price of $1.00 per share required for continued listing on the Nasdaq Global Select Market pursuant to Nasdaq Listing Rule 5450(a)(1). The letter also indicated that the Company will be provided with a compliance period of 180 calendar days, or until February 10, 2025 (the Compliance Period"), in which to regain compliance pursuant to Nasdaq Listing Rule 5810(c)(3)(A). The letter has no immediate impact on the listing of the Company's common stock, which will continue to be listed and traded on Nasdaq, subject to the Company's compliance with the other listing requirements of Nasdaq. In order to regain compliance with Nasdaq's minimum bid price requirement, shares of the Company's common stock must maintain a closing bid price of at least $1.00 for a minimum of ten consecutive business days during the Compliance Period. In the event the Company does not regain compliance by the end of the Compliance Period, the Company may be eligible for an additional 180 calendar days to regain compliance (the Second Compliance Period") pursuant to Nasdaq Listing Rule 5810(c)(3)(A)(i) by transferring to the Nasdaq Capital Market. To qualify for the Second Compliance Period, the Company would need to submit a transfer application and pay an application fee. In addition, the Company would be required to meet the continued listing requirement for the market value of its publicly held shares and all other initial listing standards for Nasdaq, with the exception of the bid price requirement, and would need to provide written notice of its intention to cure the deficiency during the Second Compliance Period by effecting a reverse stock split, if necessary. However, if it appears to Nasdaq that the Company will be unable to cure the deficiency, or if the Company is not otherwise eligible for the additional cure period, Nasdaq will provide notice that the Company's shares of common stock will be subject to delisting. There can be no assurance that the Company will be eligible for the Second Compliance Period, if applicable, or that the Staff would grant the Company's request for continued listing subsequent to any delisting notification. The Company intends to actively monitor the closing bid price of its shares of common stock during the Compliance Period and may, if appropriate, evaluate available options to resolve the deficiency and regain compliance with the minimum bid price requirement. While the Company is exercising diligent efforts to maintain the listing of its common stock on the Nasdaq Global Select Market, there can be no assurance that the Company will be able to regain or maintain compliance with the minimum bid price requirement or any other Nasdaq listing standard.New Risk • Aug 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$103m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$109m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$88k sold). Market cap is less than US$100m (US$58.8m market cap).New Risk • Aug 09New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$103m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$103m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$109m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (US$88k sold). Market cap is less than US$100m (US$62.0m market cap).お知らせ • Jul 03+ 2 more updatesAllakos Inc.(NasdaqGS:ALLK) dropped from Russell Small Cap Comp Value IndexAllakos Inc.(NasdaqGS:ALLK) dropped from Russell Small Cap Comp Value Indexお知らせ • May 29Allakos Inc. Announces First Patient Dosed in Phase 1 Trial of AK006 in Chronic Spontaneous UrticariaAllakos Inc. announced that the first patient with chronic spontaneous urticaria (CSU) has been dosed in a randomized, double-blind, placebo-controlled Phase 1 trial of AK006. The Phase 1 trial is designed to assess the safety, tolerability and pharmacokinetics of AK006, and to explore the therapeutic effects of AK006 in patients with CSU using the urticaria activity score (UAS7) at 14 weeks. Top-line results from the trial are expected at year end 2024. CSU symptoms are caused by the inappropriate activation of mast cells in the skin. IgE-dependent mast cell activation has been identified as a pathogenic driver of CSU, and agents which target this pathway have demonstrated therapeutic activity. More recently, IgE-independent pathways, such activation through the MRGPRX2 receptor, have been implicated in CSU disease pathogenesis. Agents that target both IgE-dependent and IgE-independent modes of mast cell activation have the potential to work in a broader patient population or show greater symptom improvement. AK006 is a humanized IgG1 monoclonal antibody which activates the inhibitory receptor Siglec-6. Siglec-6 is found on the surface of mature mast cells and offers a way to selectively target mast cells. In preclinical experiments, AK006 inhibits IgE-dependent and IgE-independent mast cell activation including activation through IgE, MRGPRX2 and KIT receptors. In these experiments, AK006 drives deep mast cell inhibition and, in addition to its inhibitory activity, can reduce mast cell numbers via antibody-dependent cellular phagocytosis in the presence of activated macrophages. AK006 is being studied in a Phase 1 randomized, double-blind, placebo-controlled single and multiple ascending dose trial that includes a randomized, double-blind, placebo-controlled CSU arm (NCT06072157). The CSU arm will enroll up to 60 adult patients with antihistamine refractory CSU (including patients with prior biologics treatment). Patients will be randomized 2:1 to receive intravenous AK006 or placebo once every four weeks (Q4W). The primary efficacy analysis will be the change in the urticaria activity score (UAS7) at week 14. Data from approximately 30 patients is expected at year end 2024.分析記事 • May 05We're Keeping An Eye On Allakos' (NASDAQ:ALLK) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...お知らせ • Apr 24Allakos Inc., Annual General Meeting, May 24, 2024Allakos Inc., Annual General Meeting, May 24, 2024, at 14:30 Pacific Standard Time. Agenda: To consider Election of Class III director nominees; to consider Ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024;; to consider Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in this proxy statement; and to transact such other business as may properly come before the meeting or any adjournment thereof.New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.3m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$88m net loss in 3 years). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Market cap is less than US$100m (US$99.3m market cap).Recent Insider Transactions Derivative • Mar 06CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 71k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$1.48, it would amount to US$105k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Robert's direct individual holding has increased from 494.48k shares to 606.43k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Feb 13Allakos Inc. Announces Publication Highlighting AK006 Mast Cell InhibitionAllakos Inc. announced the publication of new scientific results in Allergy. The preclinical research found that AK006 (agonist Siglec-6 antibody) impacts mast cell function by interacting with multiple activating receptors and key signaling molecules. The publication titled "Regulation of Mast Cells by Overlapping but Distinct Protein Interactions of Siglec-6 and Siglec-8" details efforts to identify proteins associated with Siglec-6 andSiglec-8 in mast cells and effectively characterize these protein interaction networks using ex vivo and in vivo models of mast cell activation. The data published add to previously published preclinical data demonstrating that AK006 inhibits multiple modes of mast activation. As detailed in the Allergy publication, proteomic profiling of mast cells revealed Siglec- 6 and Siglec-8 interact with a large cluster of proteins involved in IgE and non-IgE-mediated mast cell activation, including the high affinity IgE receptor (FceRI), IL-4 and IL-33 receptors, and intracellular kinases LYN and JAK1. Because of this opposition to multiple activation pathways, AK006 has the potential to inhibit multiple modes of mast cell activation and has demonstrated preclinical inhibition of mast cell activation by IgE and through MRGPRX2 and KIT receptors. ITIM bearing receptors have important roles in regulating the immune system and therapeutics targeting ITIM bearing receptors, such as PD-1 and Siglec-10, have demonstrated therapeutic activity in immunology and oncology. AK006 appears to drive deep mast cell inhibition and, in addition to its inhibitory activity, can reduce mast cell numbers via antibody-dependent cellular phagocytosis (ADCP) in the presence of activated macrophages. AK006 is currently being tested in a Phase 1 study in healthy volunteers and will begin dosing in early Second Quarter 2024 in patients with chronic spontaneous urticaria. Results from the Phase 1 study are expected throughout 2024.New Risk • Jan 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$89.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$150m net loss in 3 years). Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Market cap is less than US$100m (US$89.2m market cap).お知らせ • Jan 17Allakos Announces Restructuring to Focus on Development of AK006Allakos Inc. announced a restructuring to reduce costs and to focus on AK006 clinical development and additional preclinical programs. As a result, the Company’s cash runway is expected to extend into mid-2026. Restructuring Activities The Company will halt lirentelimab-related activities across clinical, manufacturing, research and administrative functions. As a result, the Company will reduce its workforce by approximately 50%. The Company expects that the restructuring activities will extend the cash runway into mid-2026. Anticipated Allakos Milestones: First Quarter 2024: Complete dosing in the single ascending dose (SAD) and multiple ascending dose (MAD) cohorts of the randomized, double-blind, placebo-controlled Phase 1 trial of Intravenous (IV) AK006 in healthy volunteers. First Quarter 2024: Initiate the randomized, double-blind, placebo-controlled subcutaneous (SC) AK006 cohort in healthy volunteers. Second Quarter 2024: Report SAD and MAD safety, pharmacokinetics (PK), and pharmacodynamic (PD) results from the Phase 1 IV AK006 trial in healthy volunteers, including data to confirm Siglec-6 receptor occupancy in skin biopsy samples. Second Quarter 2024: Initiate the randomized, double-blind, placebo-controlled Phase 1 trial of IV AK006 in patients with chronic spontaneous urticaria (CSU). Third Quarter 2024: Report subcutaneous (SC) AK006 safety, PK, and PD results from the Phase 1 trial in healthy volunteers, including data to confirm Siglec-6 receptor occupancy in skin biopsy samples. Year End 2024: Report topline data from the Phase 1 trial of IV AK006 in patients with CSU. Siglec-6 is a member of the family of cell surface receptors called Sialic acid-binding immunoglobulin-type lectins (Siglecs). Siglec-6 is found on the surface of mature mast cells, and therefore offers a way to target mast cells. Siglec-6 exerts inhibition through its intracellular immunoreceptor tyrosine-based motif (ITIM). ITIM bearing receptors antagonize activating receptors and consequently have important roles in regulating the immune system. The inhibitory function is derived from the ability of the ITIMs to recruit SH2 domain-containing phosphatases which work to oppose activating signals driven by kinase signaling cascades. Disrupting kinase signaling cascades has been a successful strategy for treating inflammatory diseases as evidenced by approved drugs which target JAK, KIT, BTK, SYK, and others. However, often these kinase signaling pathways are active in multiple cell types, which can result in unintended side effects when disrupted. AK006 is a humanized IgG1 monoclonal antibody which activates the inhibitory receptor Siglec-6. AK006 is directed to an extracellular epitope of the Siglec-6 receptor that was identified for its ability to generate strong inhibitory signals to mast cells. Furthermore, AK006 was engineered to have higher cell surface residence time which may increase mast cell inhibition. In addition to inhibition, in preclinical studies AK006 reduces mast cell numbers via antibody-dependent cellular phagocytosis (ADCP) in the presence of activated macrophages.New Risk • Jan 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 13% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$204m net loss in 3 years). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).Price Target Changed • Jan 16Price target decreased by 32% to US$6.50Down from US$9.58, the current price target is an average from 5 analysts. New target price is 446% above last closing price of US$1.19. Stock is down 85% over the past year. The company is forecast to post a net loss per share of US$1.87 next year compared to a net loss per share of US$5.06 last year.お知らせ • Jan 16Allakos Announces Phase 2 Lirentelimab Trials in Atopic Dermatitis and Chronic Spontaneous Urticaria Did Not Meet Their Primary EndpointsAllakos Inc. announced topline data from its phase 2 clinical trial in patients with atopic dermatitis (ATLAS) and from its Phase 2b clinical trial in patients with chronic spontaneous urticaria (MAVERICK). Eosinophils Levels Consistent with previously reported antibody-dependent cellular cytotoxicity (ADCC) activity of lirentelimab on eosinophils, patients treated with lirentelimab showed sustained depletion of blood eosinophil counts. In the ATLAS trial, lirentelimab-treated patients’ blood eosinophils decreased by 96% versus placebo-treated patients’ blood eosinophils which decreased by 15%. In the MAVERICK trial, lirentelimab-treated patients’ blood eosinophils decreased by 95% versus placebo-treated patients’ blood eosinophils which increased by 9%. Safety Results: Across both trials safety was similar to previous clinical trials of lirentelimab. The most common adverse events were injection-related reactions (IRRs). In the ATLAS trial, 18.5% of lirentelimab treated patients experienced IRRs versus 6.2% of placebo treated patients. In the MAVERICK trial, 18.2% of lirentelimab treated patients experienced IRRs versus 8.2% of placebo treated patients. Phase 2 ATLAS Trial Design: The 14-week, randomized, double-blind, placebo controlled, multicentered trial evaluated the efficacy, safety and tolerability of lirentelimab versus placebo in adult patients with moderate-to-severe atopic dermatitis inadequately controlled by topical medications. 122 patients were randomized 1:1 to receive 300 mg of subcutaneous lirentelimab (n=61) or placebo (n=61) once every two weeks (Q2W). The primary endpoint was the proportion of patients who achieve at least a 75% reduction from baseline in eczema area and severity index (EASI-75) at 14 weeks. Phase 2b MAVERICK Trial Design: The 12-week, randomized, double-blind, placebo controlled, multicentered trial evaluated the efficacy, safety and tolerability of lirentelimab versus placebo in adult patients with moderate-to-severe chronic spontaneous urticaria refractory to antihistamines. 123 patients were randomized 1:1 to receive 300 mg of subcutaneous lirentelimab (n=64) or placebo (n=59) once every two weeks (Q2W). The primary endpoint was the absolute change from baseline in Urticaria Activity Control (UAS)-7 at 12 weeks.nd obtain your dial in number and PIN.Price Target Changed • Dec 08Price target decreased by 8.4% to US$9.08Down from US$9.92, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$3.11. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$1.89 next year compared to a net loss per share of US$5.06 last year.Recent Insider Transactions Derivative • Dec 07CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$2.50, it would amount to US$62k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Robert's direct individual holding has increased from 494.48k shares to 579.67k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • Dec 01We're Keeping An Eye On Allakos' (NASDAQ:ALLK) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Price Target Changed • Sep 12Price target increased by 7.4% to US$8.67Up from US$8.07, the current price target is an average from 6 analysts. New target price is 264% above last closing price of US$2.38. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$1.80 next year compared to a net loss per share of US$5.06 last year.Recent Insider Transactions Derivative • Sep 07CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$3.01, it would amount to US$85k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2022, Robert's direct individual holding has increased from 416.14k shares to 519.58k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Aug 31Allakos Inc. Appoints Neil Graham to its Board of DirectorsAllakos Inc. announced the appointment of Neil Graham, M.D. to the Allakos board of directors. Dr. Graham was the Chief Medical Officer of Tiziana Life Sciences Limited and currently serves on the board of directors of Aslan Pharmaceuticals Limited, Pharmaxis Limited and Zura Bio Limited. Among other experiences, Dr. Graham was the Vice President of Strategic Program Direction, Immunology and Inflammation at Regeneron Pharmaceuticals Inc. and he received his M.D. from the University of Adelaide.お知らせ • Aug 05Allakos Inc. Announces Board AppointmentsOn July 31, 2023, the Board of Directors of Allakos Inc. (Company), upon the recommendation of the Corporate Governance and Nominating Committee of the Board, increased the authorized number of directors on the Board from six (6) to eight (8) members and appointed E. Rand Sutherland, M.D. and Dolca Thomas, M.D. to the Board and to the newly established Research and Clinical Development Committee of the Board (the “Research and Clinical Development Committee”), effective immediately. Drs. Sutherland and Thomas will serve as a Class III and Class I directors, respectively, with terms expiring at the Company’s 2024 and 2025 annual meetings of stockholders, respectively, or until each of their successors is elected and qualified, or until their earlier death, resignation or removal. Dr. Sutherland was the Chief Executive Officer of Seeker Biologicsand currently serves on the board of directors of Krystal Biotech Inc. and Vanqua Bio Inc. Among other experiences, Dr. Sutherland held senior roles developing therapeutics at Translate Bio Inc. as well as Sanofi and he received his M.D. from the University of Chicago. Dr. Thomas is a Venture Partner with Samsara BioCapital and currently serves on the board of directors of Chinook Therapeutics Inc. and Ventus Therapeutics Inc. Among other experiences, Dr. Thomas was the Executive Vice President, Head of Research and Development and Chief Medical Officer at Equillium Inc. as well as the Chief Medical Officer at Principia Biopharma Inc. and she received her M.D. from Cornell University.分析記事 • Aug 03Companies Like Allakos (NASDAQ:ALLK) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Recent Insider Transactions Derivative • Jun 06CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of June. If the sale is conducted around the recent share price of US$5.13, it would amount to US$136k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2022, Robert's direct individual holding has increased from 403.17k shares to 494.48k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Price Target Changed • May 11Price target increased by 17% to US$8.50Up from US$7.28, the current price target is an average from 6 analysts. New target price is 98% above last closing price of US$4.29. Stock is up 51% over the past year. The company is forecast to post a net loss per share of US$1.98 next year compared to a net loss per share of US$5.06 last year.分析記事 • Apr 20Allakos (NASDAQ:ALLK) Will Have To Spend Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...Recent Insider Transactions Derivative • Mar 07Chief Medical Officer notifies of intention to sell stockCraig Paterson intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$5.83, it would amount to US$155k. Since June 2022, Craig's direct individual holding has increased from 275.78k shares to 372.47k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Price Target Changed • Feb 12Price target decreased by 19% to US$5.69Down from US$7.06, the current price target is an average from 8 analysts. New target price is 12% below last closing price of US$6.45. Stock is up 0.3% over the past year. The company is forecast to post a net loss per share of US$5.15 next year compared to a net loss per share of US$5.01 last year.分析記事 • Jan 04Is Allakos Inc. (NASDAQ:ALLK) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Allakos' estimated fair value is US$6.2 based on 2 Stage Free Cash Flow to Equity Current share price of...Recent Insider Transactions Derivative • Dec 08CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$8.11, it would amount to US$123k. For the year to December 2017, Robert's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2022, Robert's direct individual holding has increased from 389.17k shares to 403.17k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Price Target Changed • Nov 16Price target increased to US$7.06Up from US$6.56, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$7.38. Stock is down 91% over the past year. The company is forecast to post a net loss per share of US$5.18 next year compared to a net loss per share of US$5.01 last year.Board Change • Nov 16Insufficient 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. 7 experienced directors. 1 highly experienced director. Director Amy Ladd was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Nov 10Price target increased to US$7.06Up from US$6.56, the current price target is an average from 9 analysts. New target price is 5.9% above last closing price of US$6.66. Stock is down 92% over the past year. The company is forecast to post a net loss per share of US$5.18 next year compared to a net loss per share of US$5.01 last year.Seeking Alpha • Oct 18Allakos: Potential For Comeback With Lirentelimab With 2 IndicationsSummary Results from the phase 2b study, using lirentelimab for the treatment of patients with chronic spontaneous urticaria, are expected in the 2nd half of 2023. Xolair naive CSU cohort of 13 patients started with an average UAS7 score of 18.5 points at baseline and at week 22 dropped down to 4.6 points. Results from the phase 2b study, using lirentelimab for the treatment of patients with atopic dermatitis, are expected in the 2nd half of 2023. Allakos had $212.4 million in cash as of June 30, 2022, but just recently raised $150 million in a public offering. I believe it should have sufficient cash to fund its operations until late 2023.Seeking Alpha • Sep 19Allakos prices ~$150M underwritten offeringBiotechnology company Allakos (NASDAQ:ALLK) is pricing an underwritten offering of 29.9M shares at $5.02 per share. The expected gross proceeds from the offering, estimated to close on or about Sep. 21, will be ~$150M. Logos Capital, Alta Partners, Braidwell, BVF Partners, Commodore Capital, Deep Track Capital, Frazier Life Sciences, New Enterprise Associates (NEA), RTW Investments, Surveyor Capital, TCGX and Vivo Capital have agreed to purchase shares in the offering. Allakos will sell all the shares in the offering. The offering is subject to the satisfaction of customary closing conditions. ALLK shares were trading -2.62% pre-market. Source: Press ReleasePrice Target Changed • Sep 13Price target decreased to US$6.56Down from US$7.11, the current price target is an average from 7 analysts. New target price is 31% above last closing price of US$4.99. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$6.01 next year compared to a net loss per share of US$5.01 last year.Seeking Alpha • Sep 09Allakos falls as lead asset offers mixed results in late-stage trialThe shares of clinical-stage biotech Allakos (NASDAQ:ALLK) dropped ~12% in the pre-market Friday after the company announced mixed results from its Phase 3 trial for lead asset lirentelimab in eosinophilic duodenitis ((EoD)), an inflammatory condition in the gastrointestinal tract. The randomized, double-blind study involved 93 biopsy-confirmed eosinophilic duodenitis patients who received monthly lirentelimab or placebo. The trial met its histologic co-primary endpoint but failed to achieve the statistical significance on the patient-reported symptomatic co-primary endpoint for the intent to treat (ITT) population, ALLK said. The company added that similar results were seen in a prespecified subpopulation that excluded certain patients whose conditions could cofound patient reported symptomatic endpoint. ALLK said it is not planning to conduct additional studies on eosinophilic gastrointestinal diseases as of now. Read more on the upcoming milestones for the company as announced with its Q2 2022 results.Price Target Changed • Aug 08Price target decreased to US$7.11Down from US$7.83, the current price target is an average from 7 analysts. New target price is 82% above last closing price of US$3.90. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$6.09 next year compared to a net loss per share of US$5.01 last year.分析記事 • Aug 06Allakos (NASDAQ:ALLK) Will Have To Spend Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Price Target Changed • May 13Price target decreased to US$10.28Down from US$11.11, the current price target is an average from 7 analysts. New target price is 217% above last closing price of US$3.24. Stock is down 97% over the past year. The company is forecast to post a net loss per share of US$5.65 next year compared to a net loss per share of US$5.01 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Robert Andreatta was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Apr 22Will Allakos (NASDAQ:ALLK) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Price Target Changed • Feb 16Price target decreased to US$19.38Down from US$24.67, the current price target is an average from 7 analysts. New target price is 197% above last closing price of US$6.52. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$4.44 next year compared to a net loss per share of US$3.10 last year.Seeking Alpha • Dec 23Allakos: Sad End To A Promising AssetLirentelimab's phase 3 failures are spectacular considering the excellent phase 2 data. No one has yet figured out how this went down. However, from every angle, the future of the company looks bleak.Price Target Changed • Dec 23Price target decreased to US$51.44Down from US$144, the current price target is an average from 9 analysts. New target price is 502% above last closing price of US$8.55. Stock is down 94% over the past year. The company is forecast to post a net loss per share of US$4.46 next year compared to a net loss per share of US$3.10 last year.分析記事 • Dec 01We're Hopeful That Allakos (NASDAQ:ALLK) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although...Recent Insider Transactions Derivative • Oct 01Independent Director exercised options and sold US$430k worth of stockOn the 28th of September, Steven James exercised 4k options at a strike price of around US$0.53 and sold these shares for an average price of US$108 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$61m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Sep 04President & COO exercised options to buy US$6.2m worth of stock.On the 31st of August, Adam Tomasi exercised options to buy 64k shares at a strike price of around US$4.31, costing a total of US$277k. This transaction amounted to 217% of their direct individual holding at the time of the trade. Since December 2020, Adam's direct individual holding has increased from 20.38k shares to 24.61k. Company insiders have collectively sold US$60m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Aug 16We Think Allakos (NASDAQ:ALLK) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Aug 06Allakos: Upcoming Phase 3 Data Makes The Stock InterestingALLK is targeting a large and untapped market. It has upcoming phase 3 data announcement later this year. The stock is trading near 52-week lows.Board Change • Aug 01Insufficient 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. 7 experienced directors. 1 highly experienced director. Independent Director Natalie Holles was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Jun 18President & COO exercised options and sold US$3.6m worth of stockOn the 15th of June, Adam Tomasi exercised 40k options at a strike price of around US$0.69 and sold these shares for an average price of US$91.32 per share. This trade did not impact their existing holding. Since December 2020, Adam's direct individual holding has increased from 20.38k shares to 24.61k. Company insiders have collectively sold US$60m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jun 09CEO & Director exercised options and sold US$4.0m worth of stockOn the 4th of June, Robert Alexander exercised 44k options at a strike price of around US$0.69 and sold these shares for an average price of US$92.62 per share. This trade did not impact their existing holding. For the year to December 2020, Robert's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Robert's direct individual holding has decreased from 381.51k shares to 376.95k. Company insiders have collectively sold US$57m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jun 09CEO & Director recently sold US$2.0m worth of stockOn the 4th of June, Robert Alexander sold around 22k shares on-market at roughly US$90.50 per share. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Price Target Changed • May 20Price target increased to US$149Up from US$136, the current price target is an average from 8 analysts. New target price is 51% above last closing price of US$98.56. Stock is up 27% over the past year.Recent Insider Transactions Derivative • May 15President & COO exercised options and sold US$5.8m worth of stockOn the 12th of May, Adam Tomasi exercised 60k options at a strike price of around US$0.69 and sold these shares for an average price of US$97.68 per share. This trade did not impact their existing holding. Since December 2020, Adam's direct individual holding has increased from 20.38k shares to 44.61k. Company insiders have collectively sold US$48m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 02We're Hopeful That Allakos (NASDAQ:ALLK) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Recent Insider Transactions Derivative • Apr 09Chief Medical Officer exercised options and sold US$5.6m worth of stockOn the 6th of April, Henrik Rasmussen exercised 50k options at a strike price of around US$1.16 and sold these shares for an average price of US$113 per share. This trade did not impact their existing holding. Since December 2020, Henrik's direct individual holding has increased from 13.29k shares to 13.56k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Apr 01Independent Director recently sold US$855k worth of stockOn the 26th of March, John McKearn sold around 7k shares on-market at roughly US$115 per share. In the last 3 months, there was an even bigger sale from another insider worth US$3.7m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.Recent Insider Transactions • Mar 20Independent Chairman of the Board recently sold US$1.3m worth of stockOn the 15th of March, Daniel Janney sold around 11k shares on-market at roughly US$124 per share. In the last 3 months, there was an even bigger sale from another insider worth US$3.7m. This was Daniel's only on-market trade for the last 12 months.分析記事 • Mar 10Have Allakos Inc. (NASDAQ:ALLK) Insiders Been Selling Their Stock?We wouldn't blame Allakos Inc. ( NASDAQ:ALLK ) shareholders if they were a little worried about the fact that Robert...Recent Insider Transactions Derivative • Mar 09Chief Medical Officer exercised options and sold US$4.7m worth of stockOn the 3rd of March, Henrik Rasmussen exercised 60.00k options at around US$1.16, then sold 40k of the shares acquired at an average of US$119 per share and kept the remainder. Since March 2020, Henrik's direct individual holding has increased from 4.17k shares to 13.29k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Mar 09Chief Medical Officer recently sold US$375k worth of stockOn the 3rd of March, Henrik Rasmussen sold around 3k shares on-market at roughly US$115 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.Is New 90 Day High Low • Feb 10New 90-day high: US$154The company is up 50% from its price of US$103 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$28.87 per share.分析記事 • Jan 28Allakos Inc. (NASDAQ:ALLK) Insiders Have Been SellingIt is not uncommon to see companies perform well in the years after insiders buy shares. On the other hand, we'd be...Price Target Changed • Dec 22Price target raised to US$106Up from US$97.40, the current price target is an average from 4 analysts. The new target price is 26% below the current share price of US$144. As of last close, the stock is up 41% over the past year.Is New 90 Day High Low • Dec 11New 90-day high: US$118The company is up 52% from its price of US$77.43 on 11 September 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.分析記事 • Dec 07We're Interested To See How Allakos (NASDAQ:ALLK) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...Is New 90 Day High Low • Nov 25New 90-day high: US$105The company is up 21% from its price of US$87.08 on 26 August 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.業績と収益の成長予測NasdaqGS:ALLK - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027N/A-19N/AN/A212/31/2026N/A-17N/AN/A212/31/2025N/A-47N/AN/A33/31/2025N/A-71N/AN/AN/A12/31/2024N/A-116-94-94N/A9/30/2024N/A-179-105-105N/A6/30/2024N/A-206-103-103N/A3/31/2024N/A-214-119-119N/A12/31/2023N/A-186-117-116N/A9/30/2023N/A-166-140-139N/A6/30/2023N/A-151-139-136N/A3/31/2023N/A-165-142-136N/A12/31/2022N/A-320-288-280N/A9/30/2022N/A-371-322-299N/A6/30/2022N/A-403-350-319N/A3/31/2022N/A-411-371-336N/A12/31/2021N/A-270-241-208N/A9/30/2021N/A-220-195-177N/A6/30/2021N/A-199-174-166N/A3/31/2021N/A-181-143-142N/A12/31/2020N/A-153-115-114N/A9/30/2020N/A-134-99-99N/A6/30/2020N/A-113-79-79N/A3/31/2020N/A-93-69-68N/A12/31/2019N/A-85-64-63N/A9/30/2019N/A-75-60-57N/A6/30/2019N/A-65-55-49N/A3/31/2019N/A-55-49-42N/A12/31/2018N/A-44N/A-38N/A9/30/2018N/A-37N/A-33N/A6/30/2018N/A-32N/A-30N/A3/31/2018N/A-27N/A-26N/A12/31/2017N/A-24N/A-23N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ALLK今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: ALLK今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: ALLK今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: ALLKの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: ALLK来年は収益がないと予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ALLKの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/05/16 14:33終値2025/05/14 00:00収益2025/03/31年間収益2024/12/31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Allakos Inc. 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。6 アナリスト機関Carter GouldBarclaysJason ZemanskyBofA Global ResearchJennifer KimCantor Fitzgerald & Co.3 その他のアナリストを表示
Price Target Changed • Dec 01Price target increased by 21% to US$3.35Up from US$2.77, the current price target is an average from 4 analysts. New target price is 225% above last closing price of US$1.03. Stock is down 55% over the past year. The company is forecast to post a net loss per share of US$1.47 next year compared to a net loss per share of US$2.14 last year.
Price Target Changed • Jan 16Price target decreased by 32% to US$6.50Down from US$9.58, the current price target is an average from 5 analysts. New target price is 446% above last closing price of US$1.19. Stock is down 85% over the past year. The company is forecast to post a net loss per share of US$1.87 next year compared to a net loss per share of US$5.06 last year.
Price Target Changed • Dec 08Price target decreased by 8.4% to US$9.08Down from US$9.92, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$3.11. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$1.89 next year compared to a net loss per share of US$5.06 last year.
Price Target Changed • Sep 12Price target increased by 7.4% to US$8.67Up from US$8.07, the current price target is an average from 6 analysts. New target price is 264% above last closing price of US$2.38. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$1.80 next year compared to a net loss per share of US$5.06 last year.
Price Target Changed • May 11Price target increased by 17% to US$8.50Up from US$7.28, the current price target is an average from 6 analysts. New target price is 98% above last closing price of US$4.29. Stock is up 51% over the past year. The company is forecast to post a net loss per share of US$1.98 next year compared to a net loss per share of US$5.06 last year.
Price Target Changed • Feb 12Price target decreased by 19% to US$5.69Down from US$7.06, the current price target is an average from 8 analysts. New target price is 12% below last closing price of US$6.45. Stock is up 0.3% over the past year. The company is forecast to post a net loss per share of US$5.15 next year compared to a net loss per share of US$5.01 last year.
お知らせ • May 16+ 1 more updateAllakos Inc.(NasdaqGS:ALLK) dropped from NASDAQ Composite IndexAllakos Inc. has been dropped from the NASDAQ Composite Index .
お知らせ • Apr 03Concentra Biosciences, LLC entered into an agreement to acquire Allakos Inc. (NasdaqGS:ALLK) for $31 million.Concentra Biosciences, LLC entered into an agreement to acquire Allakos Inc. (NasdaqGS:ALLK) for $31 million on April 1, 2025. Concentra Biosciences will acquire Allakos for $0.33 in cash per share of Allakos common stock. If the merger agreement is terminated under certain circumstances specified in the merger agreement, including in connection with the Allakos’s entry into an agreement with respect to a superior proposal, the Allakos will be required to pay Concentra a termination fee of $1.2 million. If Concentra terminates the merger agreement due to the Allakos having Closing Net Cash of less than $35.5 million, the Allakos will be required to pay to Concentra an expense reimbursement fee up to a maximum amount of $0.5 million. Pursuant and subject to the terms of the merger agreement, Concentra will commence a tender offer by April 15, 2025 to acquire all outstanding shares of Allakos Common Stock. The transaction has been unanimously approved by both parties board of directors. The transaction is subject to certain conditions, including the tender of Allakos Common Stock representing at least a majority of the total number of outstanding shares (including any shares held by Concentra), the availability of at least $35.5 million of cash (net of transaction costs, wind-down costs and other liabilities) at closing, and other customary closing conditions. The merger transaction is expected to close in May 2025. Tony Jeffries, Robert T. Ishii and Ross Tanaka of Wilson Sonsini Goodrich & Rosati acted as legal counsel to Allakos. Ryan A. Murr of Gibson, Dunn & Crutcher LLP acted as legal counsel to Concentra. Houlihan Lokey Capital, Inc. acted as financial advisor and provided fairness opinion to Allakos.
分析記事 • Mar 27Here's Why We're A Bit Worried About Allakos' (NASDAQ:ALLK) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • Mar 14Allakos Receives Non-Compliance Letter from Nasdaq Regarding Bid Price RuleOn March 12, 2025, Allakos Inc. received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market LLC indicating that, based upon the closing bid price of shares of the Company’s common stock for the 30 consecutive business day period between January 27, 2025, through March 11, 2025, the Company did not meet the minimum bid price of $1.00 per share required for continued listing on the Nasdaq Global Select Market pursuant to Nasdaq Listing Rule 5450(a)(1). The letter also indicated that the Company will be provided with a compliance period of 180 calendar days, or until September 8, 2025 (the “Compliance Period”), in which to regain compliance pursuant to Nasdaq Listing Rule 5810(c)(3)(A). The letter has no immediate impact on the listing of the Company’s common stock, which will continue to be listed and traded on Nasdaq, subject to the Company’s compliance with the other listing requirements of Nasdaq. In order to regain compliance with Nasdaq’s minimum bid price requirement, shares of the Company’s common stock must maintain a closing bid price of at least $1.00 for a minimum of ten consecutive business days during the Compliance Period, unless the Staff exercises its discretion to extend this ten day period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). In the event the Company does not regain compliance by the end of the Compliance Period, the Company may be eligible for an additional 180 calendar days to regain compliance (the “Second Compliance Period”) pursuant to Nasdaq Listing Rule 5810(c)(3)(A)(i) by transferring to the Nasdaq Capital Market. To qualify for the Second Compliance Period, the Company would need to submit a transfer application and pay an application fee. In addition, the Company would be required to meet the continued listing requirement for the market value of its publicly held shares and all other initial listing standards for Nasdaq, with the exception of the bid price requirement, and would need to provide written notice of its intention to cure the deficiency during the Second Compliance Period by effecting a reverse stock split, if necessary. However, if it appears to Nasdaq that the Company will be unable to cure the deficiency, or if the Company is not otherwise eligible for the additional cure period, Nasdaq will provide notice that the Company’s shares of common stock will be subject to delisting. There can be no assurance that the Company will be eligible for the Second Compliance Period, if applicable, or that the Staff would grant the Company’s request for continued listing subsequent to any delisting notification. The Company intends to actively monitor the closing bid price of its shares of common stock during the Compliance Period and may, if appropriate, evaluate available options to resolve the deficiency and regain compliance with the minimum bid price requirement. While the Company is exercising diligent efforts to maintain the listing of its common stock on the Nasdaq Global Select Market, there can be no assurance that the Company will be able to regain or maintain compliance with the minimum bid price requirement or any other Nasdaq listing standard.
お知らせ • Jan 27Allakos Inc. Announces Topline Results from Its Phase 1 Clinical Trial of Ak006 in Patients with Chronic Spontaneous UrticariaAllakos Inc. announced topline results from its phase 1 clinical trial of AK006 in chronic spontaneous urticaria (CSU). In the CSU cohort, 34 adult patients with moderate-to-severe CSU refractory to antihistamines with or without prior exposure to omalizumab were enrolled and randomized 2:1 to receive 720 mg of intravenous AK006 (n=23) or placebo (n=11) once every four weeks (Q4W). Eight of the 34 patients had previously received omalizumab (5 randomized to AK006, 3 randomized to placebo). The primary endpoint of the proof-of-concept cohort was safety and tolerability with therapeutic activity explored using the Urticaria Activity Score (UAS)-7 at 14 weeks. AK006 was well-tolerated with a favorable safety profile. There were no serious adverse events (SAEs) in subjects on AK006. Adverse events occurring in 2 or more subjects on AK006 were headache (2), infusion related reaction (2), and Covid-19 (2) vs. 1, 0, and 0, respectively, on placebo, all of which were mild-to-moderate in severity. The Company plans to discontinue AK006-related activities across clinical, manufacturing, research and administrative functions and reduce its workforce by approximately 75%. The Company plans to retain approximately 15 employees to explore strategic alternatives, maintain compliance with regulatory and financial reporting requirements, and wind-down the phase 1 clinical trial.
Price Target Changed • Dec 01Price target increased by 21% to US$3.35Up from US$2.77, the current price target is an average from 4 analysts. New target price is 225% above last closing price of US$1.03. Stock is down 55% over the past year. The company is forecast to post a net loss per share of US$1.47 next year compared to a net loss per share of US$2.14 last year.
Seeking Alpha • Nov 07Allakos Runs Up Into A Near-Term CatalystSummary Allakos shifted focus to AK006 in 2024 after lirentelimab's failure in phase 2 trials for atopic dermatitis and chronic spontaneous urticaria. Phase 1 work with intravenous and subcutaneous AK006 demonstrates that the drug may not require frequent dosing, which may be important given potential competition from oral remibrutinib. Upcoming Q1'25 data from a randomized, double-blind, placebo-controlled trial of IV AK006 in over 30 CSU patients is a near-term catalyst. Read the full article on Seeking Alpha
お知らせ • Oct 11Allakos Inc. Announces Phase 1 Trial Results of Subcutaneous AK006 in Healthy VolunteersAllakos Inc. announced results from the Phase 1 study of subcutaneous AK006 in healthy volunteers. AK006 is a Siglec-6 monoclonal antibody that selectively inhibits mast cells. Inappropriate activation of mast cells has been identified as a pathogenic driver of multiple diseases, including chronic spontaneous urticaria, food allergy and asthma. Phase 1 Study Results of Subcutaneous AK006 in Healthy Volunteers: Bioavailability of subcutaneous AK006 was approximately 77%. Subcutaneous administered AK006 showed an estimated half-life of 12-22 days. Consistent with the IV formulation, skin biopsies taken from subcutaneous AK006 treated healthy volunteers showed high levels of receptor occupancy confirming AK006 reaches skin tissue mast cells. The 720 mg dose of AK006 showed 98% receptor occupancy at day 113 suggesting the potential for infrequent dosing. Single and multiple doses of IV AK006 and single dose subcutaneous AK006 up to 720 mg were well-tolerated with a favorable safety profile. In the safety profile to date: There were no serious adverse events (SAEs) in subjects on AK006. There were no treatment emergent adverse events leading to discontinuation of AK006. There were no dose limiting toxicities. The most common adverse events (=10%) occurring more frequently in subjects on AK006 were headache and dysmenorrhea, all of which were mild-to-moderate in severity. Phase 1 AK006 Study in Healthy Volunteers and in Patients with Chronic Spontaneous Urticaria: AK006 is being studied in an ongoing Phase 1 single ascending dose (SAD) and multiple ascending dose (MAD) trial that includes a randomized, double-blind, placebo-controlled CSU arm (NCT06072157). In June 2024 the company reported data from the SAD and MAD IV cohorts of the study. The data announced today are from the randomized, double-blind, placebo-controlled SAD subcutaneous cohorts of the study. In these cohorts, healthy volunteers were randomized 6:2 to receive doses of subcutaneous AK006 or placebo. Two dosed levels, 150 mg and 720 mg, of subcutaneous AK006 were tested. The primary objective was to evaluate the safety and tolerability of single subcutaneous doses of AK006 in healthy volunteers, establish the bioavailability and pharmacokinetics of subcutaneous AK006, and to explore Siglec-6 receptor occupancy on mast cells in skin biopsy samples. In the CSU arm of the Phase 1 study, up to 60 adult patients with antihistamine refractory CSU (including patients with prior biologics treatment), will be randomized 2:1 to receive 720 mg of IV AK006 or placebo once every four weeks (Q4W). The primary efficacy analysis will be the change in the urticaria activity score (UAS7) at week 14. Data from approximately 30 patients is expected in early First Quarter of 2025. About AK006: AK006 is a humanized IgG1 monoclonal antibody which activates the inhibitory receptor Siglec-6. Siglec-6 is found on the surface of mature mast cells and offers a way to selectively target mast cells. In preclinical experiments, AK006 inhibits IgE-dependent and IgE-independent mast cell activation including activation through IgE, MRGPRX2 and KIT receptors. In these experiments, AK006 drives deep mast cell inhibition and, in addition to its inhibitory activity, can reduce mast cell numbers via antibody-dependent cellular phagocytosis in the presence of activated macrophages.
分析記事 • Aug 27We Think Allakos (NASDAQ:ALLK) Needs To Drive Business Growth CarefullyWe can readily understand why investors are attracted to unprofitable companies. For example, although...
お知らせ • Aug 17Allakos Inc. Receives A Letter from the Listing Qualifications Staff (The Staff") of the Nasdaq Stock Market LLCOn August 13, 2024, Allakos Inc. (the Company") received a letter from the Listing Qualifications Staff (the Staff") of The Nasdaq Stock Market LLC (Nasdaq") indicating that, based upon the closing bid price of shares of the Company's common stock for the 30 consecutive business day period between July 1, 2024, through August 12, 2024, the Company did not meet the minimum bid price of $1.00 per share required for continued listing on the Nasdaq Global Select Market pursuant to Nasdaq Listing Rule 5450(a)(1). The letter also indicated that the Company will be provided with a compliance period of 180 calendar days, or until February 10, 2025 (the Compliance Period"), in which to regain compliance pursuant to Nasdaq Listing Rule 5810(c)(3)(A). The letter has no immediate impact on the listing of the Company's common stock, which will continue to be listed and traded on Nasdaq, subject to the Company's compliance with the other listing requirements of Nasdaq. In order to regain compliance with Nasdaq's minimum bid price requirement, shares of the Company's common stock must maintain a closing bid price of at least $1.00 for a minimum of ten consecutive business days during the Compliance Period. In the event the Company does not regain compliance by the end of the Compliance Period, the Company may be eligible for an additional 180 calendar days to regain compliance (the Second Compliance Period") pursuant to Nasdaq Listing Rule 5810(c)(3)(A)(i) by transferring to the Nasdaq Capital Market. To qualify for the Second Compliance Period, the Company would need to submit a transfer application and pay an application fee. In addition, the Company would be required to meet the continued listing requirement for the market value of its publicly held shares and all other initial listing standards for Nasdaq, with the exception of the bid price requirement, and would need to provide written notice of its intention to cure the deficiency during the Second Compliance Period by effecting a reverse stock split, if necessary. However, if it appears to Nasdaq that the Company will be unable to cure the deficiency, or if the Company is not otherwise eligible for the additional cure period, Nasdaq will provide notice that the Company's shares of common stock will be subject to delisting. There can be no assurance that the Company will be eligible for the Second Compliance Period, if applicable, or that the Staff would grant the Company's request for continued listing subsequent to any delisting notification. The Company intends to actively monitor the closing bid price of its shares of common stock during the Compliance Period and may, if appropriate, evaluate available options to resolve the deficiency and regain compliance with the minimum bid price requirement. While the Company is exercising diligent efforts to maintain the listing of its common stock on the Nasdaq Global Select Market, there can be no assurance that the Company will be able to regain or maintain compliance with the minimum bid price requirement or any other Nasdaq listing standard.
New Risk • Aug 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$103m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$109m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$88k sold). Market cap is less than US$100m (US$58.8m market cap).
New Risk • Aug 09New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$103m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$103m free cash flow). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$109m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (US$88k sold). Market cap is less than US$100m (US$62.0m market cap).
お知らせ • Jul 03+ 2 more updatesAllakos Inc.(NasdaqGS:ALLK) dropped from Russell Small Cap Comp Value IndexAllakos Inc.(NasdaqGS:ALLK) dropped from Russell Small Cap Comp Value Index
お知らせ • May 29Allakos Inc. Announces First Patient Dosed in Phase 1 Trial of AK006 in Chronic Spontaneous UrticariaAllakos Inc. announced that the first patient with chronic spontaneous urticaria (CSU) has been dosed in a randomized, double-blind, placebo-controlled Phase 1 trial of AK006. The Phase 1 trial is designed to assess the safety, tolerability and pharmacokinetics of AK006, and to explore the therapeutic effects of AK006 in patients with CSU using the urticaria activity score (UAS7) at 14 weeks. Top-line results from the trial are expected at year end 2024. CSU symptoms are caused by the inappropriate activation of mast cells in the skin. IgE-dependent mast cell activation has been identified as a pathogenic driver of CSU, and agents which target this pathway have demonstrated therapeutic activity. More recently, IgE-independent pathways, such activation through the MRGPRX2 receptor, have been implicated in CSU disease pathogenesis. Agents that target both IgE-dependent and IgE-independent modes of mast cell activation have the potential to work in a broader patient population or show greater symptom improvement. AK006 is a humanized IgG1 monoclonal antibody which activates the inhibitory receptor Siglec-6. Siglec-6 is found on the surface of mature mast cells and offers a way to selectively target mast cells. In preclinical experiments, AK006 inhibits IgE-dependent and IgE-independent mast cell activation including activation through IgE, MRGPRX2 and KIT receptors. In these experiments, AK006 drives deep mast cell inhibition and, in addition to its inhibitory activity, can reduce mast cell numbers via antibody-dependent cellular phagocytosis in the presence of activated macrophages. AK006 is being studied in a Phase 1 randomized, double-blind, placebo-controlled single and multiple ascending dose trial that includes a randomized, double-blind, placebo-controlled CSU arm (NCT06072157). The CSU arm will enroll up to 60 adult patients with antihistamine refractory CSU (including patients with prior biologics treatment). Patients will be randomized 2:1 to receive intravenous AK006 or placebo once every four weeks (Q4W). The primary efficacy analysis will be the change in the urticaria activity score (UAS7) at week 14. Data from approximately 30 patients is expected at year end 2024.
分析記事 • May 05We're Keeping An Eye On Allakos' (NASDAQ:ALLK) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
お知らせ • Apr 24Allakos Inc., Annual General Meeting, May 24, 2024Allakos Inc., Annual General Meeting, May 24, 2024, at 14:30 Pacific Standard Time. Agenda: To consider Election of Class III director nominees; to consider Ratification of the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2024;; to consider Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in this proxy statement; and to transact such other business as may properly come before the meeting or any adjournment thereof.
New Risk • Apr 09New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.3m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$88m net loss in 3 years). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Market cap is less than US$100m (US$99.3m market cap).
Recent Insider Transactions Derivative • Mar 06CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 71k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$1.48, it would amount to US$105k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Robert's direct individual holding has increased from 494.48k shares to 606.43k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Feb 13Allakos Inc. Announces Publication Highlighting AK006 Mast Cell InhibitionAllakos Inc. announced the publication of new scientific results in Allergy. The preclinical research found that AK006 (agonist Siglec-6 antibody) impacts mast cell function by interacting with multiple activating receptors and key signaling molecules. The publication titled "Regulation of Mast Cells by Overlapping but Distinct Protein Interactions of Siglec-6 and Siglec-8" details efforts to identify proteins associated with Siglec-6 andSiglec-8 in mast cells and effectively characterize these protein interaction networks using ex vivo and in vivo models of mast cell activation. The data published add to previously published preclinical data demonstrating that AK006 inhibits multiple modes of mast activation. As detailed in the Allergy publication, proteomic profiling of mast cells revealed Siglec- 6 and Siglec-8 interact with a large cluster of proteins involved in IgE and non-IgE-mediated mast cell activation, including the high affinity IgE receptor (FceRI), IL-4 and IL-33 receptors, and intracellular kinases LYN and JAK1. Because of this opposition to multiple activation pathways, AK006 has the potential to inhibit multiple modes of mast cell activation and has demonstrated preclinical inhibition of mast cell activation by IgE and through MRGPRX2 and KIT receptors. ITIM bearing receptors have important roles in regulating the immune system and therapeutics targeting ITIM bearing receptors, such as PD-1 and Siglec-10, have demonstrated therapeutic activity in immunology and oncology. AK006 appears to drive deep mast cell inhibition and, in addition to its inhibitory activity, can reduce mast cell numbers via antibody-dependent cellular phagocytosis (ADCP) in the presence of activated macrophages. AK006 is currently being tested in a Phase 1 study in healthy volunteers and will begin dosing in early Second Quarter 2024 in patients with chronic spontaneous urticaria. Results from the Phase 1 study are expected throughout 2024.
New Risk • Jan 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$89.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$150m net loss in 3 years). Shareholders have been diluted in the past year (2.7% increase in shares outstanding). Market cap is less than US$100m (US$89.2m market cap).
お知らせ • Jan 17Allakos Announces Restructuring to Focus on Development of AK006Allakos Inc. announced a restructuring to reduce costs and to focus on AK006 clinical development and additional preclinical programs. As a result, the Company’s cash runway is expected to extend into mid-2026. Restructuring Activities The Company will halt lirentelimab-related activities across clinical, manufacturing, research and administrative functions. As a result, the Company will reduce its workforce by approximately 50%. The Company expects that the restructuring activities will extend the cash runway into mid-2026. Anticipated Allakos Milestones: First Quarter 2024: Complete dosing in the single ascending dose (SAD) and multiple ascending dose (MAD) cohorts of the randomized, double-blind, placebo-controlled Phase 1 trial of Intravenous (IV) AK006 in healthy volunteers. First Quarter 2024: Initiate the randomized, double-blind, placebo-controlled subcutaneous (SC) AK006 cohort in healthy volunteers. Second Quarter 2024: Report SAD and MAD safety, pharmacokinetics (PK), and pharmacodynamic (PD) results from the Phase 1 IV AK006 trial in healthy volunteers, including data to confirm Siglec-6 receptor occupancy in skin biopsy samples. Second Quarter 2024: Initiate the randomized, double-blind, placebo-controlled Phase 1 trial of IV AK006 in patients with chronic spontaneous urticaria (CSU). Third Quarter 2024: Report subcutaneous (SC) AK006 safety, PK, and PD results from the Phase 1 trial in healthy volunteers, including data to confirm Siglec-6 receptor occupancy in skin biopsy samples. Year End 2024: Report topline data from the Phase 1 trial of IV AK006 in patients with CSU. Siglec-6 is a member of the family of cell surface receptors called Sialic acid-binding immunoglobulin-type lectins (Siglecs). Siglec-6 is found on the surface of mature mast cells, and therefore offers a way to target mast cells. Siglec-6 exerts inhibition through its intracellular immunoreceptor tyrosine-based motif (ITIM). ITIM bearing receptors antagonize activating receptors and consequently have important roles in regulating the immune system. The inhibitory function is derived from the ability of the ITIMs to recruit SH2 domain-containing phosphatases which work to oppose activating signals driven by kinase signaling cascades. Disrupting kinase signaling cascades has been a successful strategy for treating inflammatory diseases as evidenced by approved drugs which target JAK, KIT, BTK, SYK, and others. However, often these kinase signaling pathways are active in multiple cell types, which can result in unintended side effects when disrupted. AK006 is a humanized IgG1 monoclonal antibody which activates the inhibitory receptor Siglec-6. AK006 is directed to an extracellular epitope of the Siglec-6 receptor that was identified for its ability to generate strong inhibitory signals to mast cells. Furthermore, AK006 was engineered to have higher cell surface residence time which may increase mast cell inhibition. In addition to inhibition, in preclinical studies AK006 reduces mast cell numbers via antibody-dependent cellular phagocytosis (ADCP) in the presence of activated macrophages.
New Risk • Jan 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 13% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$204m net loss in 3 years). Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
Price Target Changed • Jan 16Price target decreased by 32% to US$6.50Down from US$9.58, the current price target is an average from 5 analysts. New target price is 446% above last closing price of US$1.19. Stock is down 85% over the past year. The company is forecast to post a net loss per share of US$1.87 next year compared to a net loss per share of US$5.06 last year.
お知らせ • Jan 16Allakos Announces Phase 2 Lirentelimab Trials in Atopic Dermatitis and Chronic Spontaneous Urticaria Did Not Meet Their Primary EndpointsAllakos Inc. announced topline data from its phase 2 clinical trial in patients with atopic dermatitis (ATLAS) and from its Phase 2b clinical trial in patients with chronic spontaneous urticaria (MAVERICK). Eosinophils Levels Consistent with previously reported antibody-dependent cellular cytotoxicity (ADCC) activity of lirentelimab on eosinophils, patients treated with lirentelimab showed sustained depletion of blood eosinophil counts. In the ATLAS trial, lirentelimab-treated patients’ blood eosinophils decreased by 96% versus placebo-treated patients’ blood eosinophils which decreased by 15%. In the MAVERICK trial, lirentelimab-treated patients’ blood eosinophils decreased by 95% versus placebo-treated patients’ blood eosinophils which increased by 9%. Safety Results: Across both trials safety was similar to previous clinical trials of lirentelimab. The most common adverse events were injection-related reactions (IRRs). In the ATLAS trial, 18.5% of lirentelimab treated patients experienced IRRs versus 6.2% of placebo treated patients. In the MAVERICK trial, 18.2% of lirentelimab treated patients experienced IRRs versus 8.2% of placebo treated patients. Phase 2 ATLAS Trial Design: The 14-week, randomized, double-blind, placebo controlled, multicentered trial evaluated the efficacy, safety and tolerability of lirentelimab versus placebo in adult patients with moderate-to-severe atopic dermatitis inadequately controlled by topical medications. 122 patients were randomized 1:1 to receive 300 mg of subcutaneous lirentelimab (n=61) or placebo (n=61) once every two weeks (Q2W). The primary endpoint was the proportion of patients who achieve at least a 75% reduction from baseline in eczema area and severity index (EASI-75) at 14 weeks. Phase 2b MAVERICK Trial Design: The 12-week, randomized, double-blind, placebo controlled, multicentered trial evaluated the efficacy, safety and tolerability of lirentelimab versus placebo in adult patients with moderate-to-severe chronic spontaneous urticaria refractory to antihistamines. 123 patients were randomized 1:1 to receive 300 mg of subcutaneous lirentelimab (n=64) or placebo (n=59) once every two weeks (Q2W). The primary endpoint was the absolute change from baseline in Urticaria Activity Control (UAS)-7 at 12 weeks.nd obtain your dial in number and PIN.
Price Target Changed • Dec 08Price target decreased by 8.4% to US$9.08Down from US$9.92, the current price target is an average from 6 analysts. New target price is 192% above last closing price of US$3.11. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$1.89 next year compared to a net loss per share of US$5.06 last year.
Recent Insider Transactions Derivative • Dec 07CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of December. If the sale is conducted around the recent share price of US$2.50, it would amount to US$62k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Robert's direct individual holding has increased from 494.48k shares to 579.67k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • Dec 01We're Keeping An Eye On Allakos' (NASDAQ:ALLK) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Price Target Changed • Sep 12Price target increased by 7.4% to US$8.67Up from US$8.07, the current price target is an average from 6 analysts. New target price is 264% above last closing price of US$2.38. Stock is down 52% over the past year. The company is forecast to post a net loss per share of US$1.80 next year compared to a net loss per share of US$5.06 last year.
Recent Insider Transactions Derivative • Sep 07CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$3.01, it would amount to US$85k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2022, Robert's direct individual holding has increased from 416.14k shares to 519.58k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Aug 31Allakos Inc. Appoints Neil Graham to its Board of DirectorsAllakos Inc. announced the appointment of Neil Graham, M.D. to the Allakos board of directors. Dr. Graham was the Chief Medical Officer of Tiziana Life Sciences Limited and currently serves on the board of directors of Aslan Pharmaceuticals Limited, Pharmaxis Limited and Zura Bio Limited. Among other experiences, Dr. Graham was the Vice President of Strategic Program Direction, Immunology and Inflammation at Regeneron Pharmaceuticals Inc. and he received his M.D. from the University of Adelaide.
お知らせ • Aug 05Allakos Inc. Announces Board AppointmentsOn July 31, 2023, the Board of Directors of Allakos Inc. (Company), upon the recommendation of the Corporate Governance and Nominating Committee of the Board, increased the authorized number of directors on the Board from six (6) to eight (8) members and appointed E. Rand Sutherland, M.D. and Dolca Thomas, M.D. to the Board and to the newly established Research and Clinical Development Committee of the Board (the “Research and Clinical Development Committee”), effective immediately. Drs. Sutherland and Thomas will serve as a Class III and Class I directors, respectively, with terms expiring at the Company’s 2024 and 2025 annual meetings of stockholders, respectively, or until each of their successors is elected and qualified, or until their earlier death, resignation or removal. Dr. Sutherland was the Chief Executive Officer of Seeker Biologicsand currently serves on the board of directors of Krystal Biotech Inc. and Vanqua Bio Inc. Among other experiences, Dr. Sutherland held senior roles developing therapeutics at Translate Bio Inc. as well as Sanofi and he received his M.D. from the University of Chicago. Dr. Thomas is a Venture Partner with Samsara BioCapital and currently serves on the board of directors of Chinook Therapeutics Inc. and Ventus Therapeutics Inc. Among other experiences, Dr. Thomas was the Executive Vice President, Head of Research and Development and Chief Medical Officer at Equillium Inc. as well as the Chief Medical Officer at Principia Biopharma Inc. and she received her M.D. from Cornell University.
分析記事 • Aug 03Companies Like Allakos (NASDAQ:ALLK) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Recent Insider Transactions Derivative • Jun 06CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of June. If the sale is conducted around the recent share price of US$5.13, it would amount to US$136k. For the year to December 2017, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2022, Robert's direct individual holding has increased from 403.17k shares to 494.48k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Price Target Changed • May 11Price target increased by 17% to US$8.50Up from US$7.28, the current price target is an average from 6 analysts. New target price is 98% above last closing price of US$4.29. Stock is up 51% over the past year. The company is forecast to post a net loss per share of US$1.98 next year compared to a net loss per share of US$5.06 last year.
分析記事 • Apr 20Allakos (NASDAQ:ALLK) Will Have To Spend Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Recent Insider Transactions Derivative • Mar 07Chief Medical Officer notifies of intention to sell stockCraig Paterson intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$5.83, it would amount to US$155k. Since June 2022, Craig's direct individual holding has increased from 275.78k shares to 372.47k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Price Target Changed • Feb 12Price target decreased by 19% to US$5.69Down from US$7.06, the current price target is an average from 8 analysts. New target price is 12% below last closing price of US$6.45. Stock is up 0.3% over the past year. The company is forecast to post a net loss per share of US$5.15 next year compared to a net loss per share of US$5.01 last year.
分析記事 • Jan 04Is Allakos Inc. (NASDAQ:ALLK) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Allakos' estimated fair value is US$6.2 based on 2 Stage Free Cash Flow to Equity Current share price of...
Recent Insider Transactions Derivative • Dec 08CEO & Director notifies of intention to sell stockRobert Alexander intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$8.11, it would amount to US$123k. For the year to December 2017, Robert's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2022, Robert's direct individual holding has increased from 389.17k shares to 403.17k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Price Target Changed • Nov 16Price target increased to US$7.06Up from US$6.56, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of US$7.38. Stock is down 91% over the past year. The company is forecast to post a net loss per share of US$5.18 next year compared to a net loss per share of US$5.01 last year.
Board Change • Nov 16Insufficient 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. 7 experienced directors. 1 highly experienced director. Director Amy Ladd was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Nov 10Price target increased to US$7.06Up from US$6.56, the current price target is an average from 9 analysts. New target price is 5.9% above last closing price of US$6.66. Stock is down 92% over the past year. The company is forecast to post a net loss per share of US$5.18 next year compared to a net loss per share of US$5.01 last year.
Seeking Alpha • Oct 18Allakos: Potential For Comeback With Lirentelimab With 2 IndicationsSummary Results from the phase 2b study, using lirentelimab for the treatment of patients with chronic spontaneous urticaria, are expected in the 2nd half of 2023. Xolair naive CSU cohort of 13 patients started with an average UAS7 score of 18.5 points at baseline and at week 22 dropped down to 4.6 points. Results from the phase 2b study, using lirentelimab for the treatment of patients with atopic dermatitis, are expected in the 2nd half of 2023. Allakos had $212.4 million in cash as of June 30, 2022, but just recently raised $150 million in a public offering. I believe it should have sufficient cash to fund its operations until late 2023.
Seeking Alpha • Sep 19Allakos prices ~$150M underwritten offeringBiotechnology company Allakos (NASDAQ:ALLK) is pricing an underwritten offering of 29.9M shares at $5.02 per share. The expected gross proceeds from the offering, estimated to close on or about Sep. 21, will be ~$150M. Logos Capital, Alta Partners, Braidwell, BVF Partners, Commodore Capital, Deep Track Capital, Frazier Life Sciences, New Enterprise Associates (NEA), RTW Investments, Surveyor Capital, TCGX and Vivo Capital have agreed to purchase shares in the offering. Allakos will sell all the shares in the offering. The offering is subject to the satisfaction of customary closing conditions. ALLK shares were trading -2.62% pre-market. Source: Press Release
Price Target Changed • Sep 13Price target decreased to US$6.56Down from US$7.11, the current price target is an average from 7 analysts. New target price is 31% above last closing price of US$4.99. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$6.01 next year compared to a net loss per share of US$5.01 last year.
Seeking Alpha • Sep 09Allakos falls as lead asset offers mixed results in late-stage trialThe shares of clinical-stage biotech Allakos (NASDAQ:ALLK) dropped ~12% in the pre-market Friday after the company announced mixed results from its Phase 3 trial for lead asset lirentelimab in eosinophilic duodenitis ((EoD)), an inflammatory condition in the gastrointestinal tract. The randomized, double-blind study involved 93 biopsy-confirmed eosinophilic duodenitis patients who received monthly lirentelimab or placebo. The trial met its histologic co-primary endpoint but failed to achieve the statistical significance on the patient-reported symptomatic co-primary endpoint for the intent to treat (ITT) population, ALLK said. The company added that similar results were seen in a prespecified subpopulation that excluded certain patients whose conditions could cofound patient reported symptomatic endpoint. ALLK said it is not planning to conduct additional studies on eosinophilic gastrointestinal diseases as of now. Read more on the upcoming milestones for the company as announced with its Q2 2022 results.
Price Target Changed • Aug 08Price target decreased to US$7.11Down from US$7.83, the current price target is an average from 7 analysts. New target price is 82% above last closing price of US$3.90. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$6.09 next year compared to a net loss per share of US$5.01 last year.
分析記事 • Aug 06Allakos (NASDAQ:ALLK) Will Have To Spend Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Price Target Changed • May 13Price target decreased to US$10.28Down from US$11.11, the current price target is an average from 7 analysts. New target price is 217% above last closing price of US$3.24. Stock is down 97% over the past year. The company is forecast to post a net loss per share of US$5.65 next year compared to a net loss per share of US$5.01 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Robert Andreatta was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 22Will Allakos (NASDAQ:ALLK) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Price Target Changed • Feb 16Price target decreased to US$19.38Down from US$24.67, the current price target is an average from 7 analysts. New target price is 197% above last closing price of US$6.52. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$4.44 next year compared to a net loss per share of US$3.10 last year.
Seeking Alpha • Dec 23Allakos: Sad End To A Promising AssetLirentelimab's phase 3 failures are spectacular considering the excellent phase 2 data. No one has yet figured out how this went down. However, from every angle, the future of the company looks bleak.
Price Target Changed • Dec 23Price target decreased to US$51.44Down from US$144, the current price target is an average from 9 analysts. New target price is 502% above last closing price of US$8.55. Stock is down 94% over the past year. The company is forecast to post a net loss per share of US$4.46 next year compared to a net loss per share of US$3.10 last year.
分析記事 • Dec 01We're Hopeful That Allakos (NASDAQ:ALLK) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although...
Recent Insider Transactions Derivative • Oct 01Independent Director exercised options and sold US$430k worth of stockOn the 28th of September, Steven James exercised 4k options at a strike price of around US$0.53 and sold these shares for an average price of US$108 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$61m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Sep 04President & COO exercised options to buy US$6.2m worth of stock.On the 31st of August, Adam Tomasi exercised options to buy 64k shares at a strike price of around US$4.31, costing a total of US$277k. This transaction amounted to 217% of their direct individual holding at the time of the trade. Since December 2020, Adam's direct individual holding has increased from 20.38k shares to 24.61k. Company insiders have collectively sold US$60m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Aug 16We Think Allakos (NASDAQ:ALLK) Can Afford To Drive Business GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Aug 06Allakos: Upcoming Phase 3 Data Makes The Stock InterestingALLK is targeting a large and untapped market. It has upcoming phase 3 data announcement later this year. The stock is trading near 52-week lows.
Board Change • Aug 01Insufficient 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. 7 experienced directors. 1 highly experienced director. Independent Director Natalie Holles was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Jun 18President & COO exercised options and sold US$3.6m worth of stockOn the 15th of June, Adam Tomasi exercised 40k options at a strike price of around US$0.69 and sold these shares for an average price of US$91.32 per share. This trade did not impact their existing holding. Since December 2020, Adam's direct individual holding has increased from 20.38k shares to 24.61k. Company insiders have collectively sold US$60m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jun 09CEO & Director exercised options and sold US$4.0m worth of stockOn the 4th of June, Robert Alexander exercised 44k options at a strike price of around US$0.69 and sold these shares for an average price of US$92.62 per share. This trade did not impact their existing holding. For the year to December 2020, Robert's total compensation was 5% salary and 95% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2020, Robert's direct individual holding has decreased from 381.51k shares to 376.95k. Company insiders have collectively sold US$57m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jun 09CEO & Director recently sold US$2.0m worth of stockOn the 4th of June, Robert Alexander sold around 22k shares on-market at roughly US$90.50 per share. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Price Target Changed • May 20Price target increased to US$149Up from US$136, the current price target is an average from 8 analysts. New target price is 51% above last closing price of US$98.56. Stock is up 27% over the past year.
Recent Insider Transactions Derivative • May 15President & COO exercised options and sold US$5.8m worth of stockOn the 12th of May, Adam Tomasi exercised 60k options at a strike price of around US$0.69 and sold these shares for an average price of US$97.68 per share. This trade did not impact their existing holding. Since December 2020, Adam's direct individual holding has increased from 20.38k shares to 44.61k. Company insiders have collectively sold US$48m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 02We're Hopeful That Allakos (NASDAQ:ALLK) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Recent Insider Transactions Derivative • Apr 09Chief Medical Officer exercised options and sold US$5.6m worth of stockOn the 6th of April, Henrik Rasmussen exercised 50k options at a strike price of around US$1.16 and sold these shares for an average price of US$113 per share. This trade did not impact their existing holding. Since December 2020, Henrik's direct individual holding has increased from 13.29k shares to 13.56k. Company insiders have collectively sold US$36m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Apr 01Independent Director recently sold US$855k worth of stockOn the 26th of March, John McKearn sold around 7k shares on-market at roughly US$115 per share. In the last 3 months, there was an even bigger sale from another insider worth US$3.7m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 20Independent Chairman of the Board recently sold US$1.3m worth of stockOn the 15th of March, Daniel Janney sold around 11k shares on-market at roughly US$124 per share. In the last 3 months, there was an even bigger sale from another insider worth US$3.7m. This was Daniel's only on-market trade for the last 12 months.
分析記事 • Mar 10Have Allakos Inc. (NASDAQ:ALLK) Insiders Been Selling Their Stock?We wouldn't blame Allakos Inc. ( NASDAQ:ALLK ) shareholders if they were a little worried about the fact that Robert...
Recent Insider Transactions Derivative • Mar 09Chief Medical Officer exercised options and sold US$4.7m worth of stockOn the 3rd of March, Henrik Rasmussen exercised 60.00k options at around US$1.16, then sold 40k of the shares acquired at an average of US$119 per share and kept the remainder. Since March 2020, Henrik's direct individual holding has increased from 4.17k shares to 13.29k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Mar 09Chief Medical Officer recently sold US$375k worth of stockOn the 3rd of March, Henrik Rasmussen sold around 3k shares on-market at roughly US$115 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.8m more than they bought in the last 12 months.
Is New 90 Day High Low • Feb 10New 90-day high: US$154The company is up 50% from its price of US$103 on 11 November 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$28.87 per share.
分析記事 • Jan 28Allakos Inc. (NASDAQ:ALLK) Insiders Have Been SellingIt is not uncommon to see companies perform well in the years after insiders buy shares. On the other hand, we'd be...
Price Target Changed • Dec 22Price target raised to US$106Up from US$97.40, the current price target is an average from 4 analysts. The new target price is 26% below the current share price of US$144. As of last close, the stock is up 41% over the past year.
Is New 90 Day High Low • Dec 11New 90-day high: US$118The company is up 52% from its price of US$77.43 on 11 September 2020. The American market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
分析記事 • Dec 07We're Interested To See How Allakos (NASDAQ:ALLK) Uses Its Cash Hoard To GrowWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Is New 90 Day High Low • Nov 25New 90-day high: US$105The company is up 21% from its price of US$87.08 on 26 August 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Biotechs industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.