View ValuationCapricor Therapeutics 将来の成長Future 基準チェック /56Capricor Therapeuticsは、64.6%と46.7%でそれぞれ年率64.6%で利益と収益が成長すると予測される一方、EPSはgrowで65.6%年率。主要情報64.6%収益成長率65.61%EPS成長率Biotechs 収益成長25.5%収益成長率46.7%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日15 May 2026今後の成長に関する最新情報Major Estimate Revision • 7hConsensus EPS estimates fall by 105%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$115.3m to US$104.3m. Losses expected to increase from US$0.39 per share to US$0.80. Biotechs industry in the US expected to see average net income decline 9.3% next year. Consensus price target broadly unchanged at US$54.11. Share price fell 4.4% to US$29.01 over the past week.Price Target Changed • Apr 22Price target increased by 7.4% to US$54.67Up from US$50.89, the current price target is an average from 9 analysts. New target price is 56% above last closing price of US$35.00. Stock is up 166% over the past year. The company is forecast to post a net loss per share of US$0.39 next year compared to a net loss per share of US$2.26 last year.Breakeven Date Change • Apr 22Forecast breakeven date pushed back to 2028The 9 analysts covering Capricor Therapeutics previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 44% per year to 2027. The company is expected to make a profit of US$109.6m in 2028. Average annual earnings growth of 62% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2026The 10 analysts covering Capricor Therapeutics previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$1.69m in 2026. Earnings growth of 62% is required to achieve expected profit on schedule.Price Target Changed • Mar 13Price target increased by 12% to US$53.70Up from US$48.11, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$30.50. Stock is up 131% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$1.81 last year.Breakeven Date Change • Dec 04Forecast to breakeven in 2027The 10 analysts covering Capricor Therapeutics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 64% per year to 2026. The company is expected to make a profit of US$28.2m in 2027. Average annual earnings growth of 77% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesRecent Insider Transactions Derivative • 6hIndependent Director notifies of intention to sell stockDavid Musket intends to sell 89k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of May. If the sale is conducted around the recent share price of US$27.00, it would amount to US$2.4m. David currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • 7hConsensus EPS estimates fall by 105%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$115.3m to US$104.3m. Losses expected to increase from US$0.39 per share to US$0.80. Biotechs industry in the US expected to see average net income decline 9.3% next year. Consensus price target broadly unchanged at US$54.11. Share price fell 4.4% to US$29.01 over the past week.ナラティブの更新 • May 15CAPR: August PDUFA Decision Will Shape Duchenne Treatment Adoption OutlookNarrative Update: Capricor Therapeutics Analyst Price Target Shift The analyst price target for Capricor Therapeutics has been reduced by $5 to $38, as analysts factor in the removal of an expected $80 million milestone payment and a later modeled U.S. launch for Deramiocel following the company’s legal action against NS Pharma. Analyst Commentary Recent Street research around Capricor Therapeutics has shifted from purely optimistic toward a more balanced stance, as bullish analysts factor in both regulatory progress for Deramiocel and the impact of the company’s legal action against NS Pharma.ライブニュース • May 15Capricor Therapeutics Seeks to Regain Control of Deramiocel as Lawsuit Challenges U.S. DistributionCapricor Therapeutics has filed a lawsuit seeking to rescind its 2022 U.S. distribution agreement with Nippon Shinyaku and NS Pharma for Deramiocel, its investigational Duchenne muscular dystrophy therapy. The company alleges flaws in pricing terms and claims NS Pharma’s launch preparations could limit patient access through Medicare, Medicaid and private insurers. Capricor is seeking to regain distribution rights to control or redirect Deramiocel’s commercialization, while stating that the FDA review timeline for the therapy is unchanged and that it is expanding manufacturing capacity and leadership. The core issue here is control over Deramiocel’s commercial future, which could influence how revenue from a potential approval is shared and how broadly the therapy reaches patients. Investors should watch for updates on the litigation outcome and any changes to commercialization plans, since these could affect Capricor’s cost base, partnership options and timing of potential cash flows tied to Deramiocel.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding).Recent Insider Transactions Derivative • May 05Executive VP exercised options and sold US$713k worth of stockOn the 1st of May, Karen Krasney exercised 25k options at a strike price of around US$3.18 and sold these shares for an average price of US$31.70 per share. This trade did not impact their existing holding. Since December 2025, Karen has owned 30.55k shares directly. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 05Capricor Therapeutics, Inc. to Report Q1, 2026 Results on May 12, 2026Capricor Therapeutics, Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026ナラティブの更新 • Apr 29CAPR: August PDUFA Cardiac Data Will Drive Bullish 2026 Approval SetupNarrative Update: Capricor Therapeutics The updated analyst price target framework for Capricor Therapeutics moves from a prior fair value of $50.80 to $54.67. This reflects analysts' use of higher projected revenue growth, wider profit margins and a higher future P/E multiple following recent positive deramiocel data, FDA review progress and a series of target increases across the Street.Price Target Changed • Apr 22Price target increased by 7.4% to US$54.67Up from US$50.89, the current price target is an average from 9 analysts. New target price is 56% above last closing price of US$35.00. Stock is up 166% over the past year. The company is forecast to post a net loss per share of US$0.39 next year compared to a net loss per share of US$2.26 last year.Breakeven Date Change • Apr 22Forecast breakeven date pushed back to 2028The 9 analysts covering Capricor Therapeutics previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 44% per year to 2027. The company is expected to make a profit of US$109.6m in 2028. Average annual earnings growth of 62% is required to achieve expected profit on schedule.お知らせ • Apr 22Capricor Therapeutics Announces Late-Breaking Presentation of Hope-3 Phase 3 ResultsCapricor Therapeutics had announced the presentation of data from its Phase 3 HOPE-3 clinical trial of Deramiocel in Duchenne muscular dystrophy (DMD) at the American Academy of Neurology (AAN) 2026 Annual Meeting in Chicago, Illinois. The data were presented by Dr. Aravindhan Veerapandiyan, Associate Professor and Director of the Comprehensive Neuromuscular Program at Arkansas Children's Hospital, during the Late-Breaking Science 2 session on Tuesday, April 21, 2026. These findings were further supported by an alternative measure of upper limb function, specifically video recordings of tasks performed at home (the Duchenne Video Assessment, or DVA), which showed meaningful slowing of disease progression in the ability to self-feed, a function central to patient independence. These data reinforce the potential of Deramiocel to make a meaningful difference in the lives of those living with Duchenne. The HOPE-3 data tell a compelling story of preserved function, slowed decline, and real-world impact on patients' daily lives, evidence we believe positions Deramiocel as a potentially transformative therapy for Duchenne. With our BLA currently under FDA review and a PDUFA target action date of August 22, 2026, we remain on track and focused on bringing this therapy to the patients who need it as quickly as possible. Data from this presentation were released under AAN embargo on April 21, 2026 at 4:45 p.m. ET. Additional information about the 2026 AAN Annual Meeting is available at www.aan.com. The Company's presentation will be made available in the Investors section of Capricor's website shortly. Duchenne Muscular Dystrophy (DMD) is a severe, X-linked genetic disorder characterized by progressive muscle degeneration affecting the skeletal, respiratory, and cardiac muscles. It is caused by the absence of functional dystrophin, a key structural protein in muscle cells. DMD affects approximately 15,000 individuals in the United States and primarily impacts boys. Over time, deterioration of the heart muscle leads to cardiomyopathy and heart failure, which is the leading cause of death in DMD. There is no cure, and treatment options remain limited. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in muscular dystrophies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing rather than pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of DMD from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval.ナラティブの更新 • Apr 15CAPR: August PDUFA Decision Will Drive Bullish Duchenne ThesisAnalysts have lifted their average price targets on Capricor Therapeutics into a $41 to $63 range, supported by recent FDA progress on deramiocel for Duchenne muscular dystrophy, additional positive Phase 3 HOPE-3 data, and updated cash and review timelines that feed into modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in the valuation model. Analyst Commentary Bullish analysts are largely framing recent volatility in Capricor Therapeutics as a short-term shakeout rather than a shift in the long-term story.お知らせ • Apr 02Capricor Therapeutics, Inc., Annual General Meeting, Jun 04, 2026Capricor Therapeutics, Inc., Annual General Meeting, Jun 04, 2026. Location: 10865 road to the cure, suite 150, 92121., san diego, Canadaナラティブの更新 • Apr 01CAPR: August PDUFA And HOPE 3 Readout Will Shape Bullish CaseAnalysts have lifted their blended price target on Capricor Therapeutics to $63, supported by higher targets from several firms. These firms point to recent FDA milestones for deramiocel in Duchenne muscular dystrophy, additional Phase 3 HOPE-3 data, and updated PDUFA timing as key drivers behind their refreshed assumptions.ナラティブの更新 • Mar 18CAPR: August PDUFA Decision And HOPE 3 Data Will Drive Bullish OutlookNarrative Update on Capricor Therapeutics The analyst fair value estimate for Capricor Therapeutics has moved from $62.00 to $63.00, reflecting updated Street research that points to higher price targets tied to recent FDA progress for deramiocel in Duchenne muscular dystrophy and supportive Phase 3 HOPE-3 data. Analyst Commentary Recent Street research has been broadly constructive on Capricor Therapeutics, with bullish analysts highlighting regulatory milestones for deramiocel in Duchenne muscular dystrophy and updated Phase 3 HOPE-3 data as key drivers behind their views.Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2026The 10 analysts covering Capricor Therapeutics previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$1.69m in 2026. Earnings growth of 62% is required to achieve expected profit on schedule.New Risk • Mar 15New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding).Price Target Changed • Mar 13Price target increased by 12% to US$53.70Up from US$48.11, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$30.50. Stock is up 131% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$1.81 last year.New Risk • Mar 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% 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. This is currently the only risk that has been identified for the company.Seeking Alpha • Mar 13Capricor: Moving To 'Buy' Rating As New PDUFA Date Is Set For DeramiocelSummary Capricor Therapeutics is upgraded from 'Hold' to 'Buy' following FDA acceptance of the HOPE-3 clinical study report for Deramiocel in DMD cardiomyopathy. The FDA lifted the Complete Response Letter and set a PDUFA date of August 22, 2026, without requiring new studies, increasing regulatory clarity. Phase 3 HOPE-3 data showed Deramiocel slowed disease progression by 54% [PUL] and 91% [LVEF], with additional functional and fibrosis benefits. CAPR holds $318.1M in cash, sufficient through 2027, and could monetize a Priority Review Voucher if Deramiocel is approved. Read the full article on Seeking Alphaお知らせ • Mar 13Capricor Therapeutics Announces Late-Breaking HOPE-3 Data at the 2026 MDA Conference Demonstrating Significant Functional Benefits of Deramiocel for Duchenne Muscular DystrophyCapricor Therapeutics announced additional analyses and new functional outcomes data from the Phase 3 HOPE-3 clinical trial of Deramiocel in Duchenne muscular dystrophy (DMD), which were presented at the 2026 Muscular Dystrophy Association Clinical & Scientific Conference in Orlando, Florida. Cardiac MRI analyses demonstrated Deramiocel’s impact on cardiac structure in patients with DMD. Evaluation of late gadolinium enhancement (LGE), a marker of myocardial fibrosis, showed a significant reduction in fibrotic segments in patients treated with Deramiocel versus placebo, corresponding to a three-segment treatment difference at 12 months (p=0.022). The presence of LGE reflects replacement of viable myocardium with fibrotic tissue and is associated with progressive cardiac dysfunction and heart failure risk in DMD cardiomyopathy. In patients with baseline cardiomyopathy, Deramiocel demonstrated an even greater treatment effect on cardiac function. In this subgroup, treatment resulted in a 3.3 percentage-point improvement in LVEF versus placebo, corresponding to greater than 100% attenuation of expected cardiac decline (p=0.017). A Global Statistical Test (GST), a patient-level composite including Performance of Upper Limb (PUL v2.0), left ventricular ejection fraction (LVEF), and Patient Global Impression of Severity (PGI-S), demonstrated a statistically significant overall treatment benefit favoring Deramiocel (p=0.017). This composite integrates multiple clinically meaningful domains of disease, reflecting how patients feel and function. Additional functional outcomes evaluating hand-to-mouth activity, an important measure of patient independence, were also presented. Data from the Duchenne Video Assessment (DVA), a measure of activities of daily living in individuals with Duchenne, showed that the “eat 10 bites” task resulted in approximately 83% slowing of disease progression compared with placebo (p=0.018). These findings align with results from the mid-level (elbow) PUL v2.0 assessment (p=0.008), providing concordant evidence across both validated clinical and real-world functional measures. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in muscular dystrophies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing rather than pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of DMD from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval.お知らせ • Mar 10Capricor Therapeutics, Inc. Establishes New PDUFA Date For Deramiocel BLACapricor Therapeutics, Inc. announced that the U.S. Food and Drug Administration (FDA) has lifted the previously issued Complete Response Letter and resumed review of its Biologics License Application (BLA) seeking full approval of Deramiocel, an investigational cell therapy, for the treatment of Duchenne muscular dystrophy (DMD) cardiomyopathy. The submission has been classified as a Class 2 resubmission, with a Prescription Drug User Fee Act (PDUFA) target action date of August 22, 2026. The Company received a Complete Response Letter (CRL) from the FDA in July 2025. Following submission of data and supporting documentation from the HOPE-3 clinical trial, the FDA resumed review of the application and assigned a PDUFA target action date of August 22, 2026. At this time, the FDA has not identified any potential review issues in its response to the Company. Capricor also expects to be eligible to receive a Priority Review Voucher (PRV) upon potential approval of Deramiocel. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in muscular dystrophies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing rather than pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of DMD from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval. Capricor has entered into an agreement for the exclusive commercialization and distribution of Deramiocel for DMD in the United States and Japan with Nippon Shinyaku Co. Ltd. (U.S. subsidiary: NS Pharma, Inc.), subject to regulatory approval. Deramiocel and the StealthX vaccine are investigational candidates and have not been approved for commercial use in any indication.お知らせ • Mar 09Capricor Therapeutics, Inc. to Report Q4, 2025 Results on Mar 12, 2026Capricor Therapeutics, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026ナラティブの更新 • Mar 03CAPR: HOPE 3 Data And BLA Resubmission Will Drive Bullish 2026 Approval PathAnalysts now place a slightly higher implied value on Capricor Therapeutics, with their updated price target moving to $62.00. This is supported by modest tweaks to the discount rate, revenue growth assumptions, and long-term profit margin and P/E inputs.ナラティブの更新 • Feb 17CAPR: HOPE-3 Regulatory Progress And Capital Raise Will Drive Bullish RepricingAnalysts have kept their $41.00 price target for Capricor Therapeutics unchanged, citing only minor model adjustments such as slightly different discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Capricor provided a regulatory update on its Biologics License Application for Deramiocel in Duchenne muscular dystrophy, with the FDA requesting the full Phase 3 HOPE-3 clinical study report and supporting data to address a Complete Response Letter, without asking for additional clinical studies or new patient data.ナラティブの更新 • Feb 03CAPR: Phase 3 Duchenne Cardiac Results Will Shape Bullish 2026 Approval PathNarrative Update The analyst price target for Capricor Therapeutics has moved from about US$44.56 to US$50.80, with analysts pointing to expectations around Phase 3 HOPE-3 data for Deramiocel in Duchenne muscular dystrophy cardiomyopathy and updated modeling assumptions as key drivers of the change. Analyst Commentary Recent Street research points to a change in how some analysts are framing risk and potential reward around Capricor Therapeutics, especially with Phase 3 HOPE-3 data for Deramiocel in Duchenne muscular dystrophy cardiomyopathy expected in Q4.お知らせ • Jan 20Capricor Therapeutics Provides Regulatory Updates Regarding Its Biologics License Application for DeramiocelCapricor Therapeutics provided a regulatory update regarding its Biologics License Application (BLA) for Deramiocel, the Company’s investigational first-in-class cell therapy for the treatment of Duchenne muscular dystrophy (DMD). As previously disclosed, the Company provided topline results from its Phase 3 HOPE-3 clinical study to the U.S. Food and Drug Administration (FDA) in late 2025. Following its review of these data, the FDA has formally requested the full HOPE-3 clinical study report (CSR) and supporting data to address the Complete Response Letter (CRL). The FDA did not request any additional clinical studies or new patient data as part of this request. Preparation of the HOPE-3 CSR is well underway, and the Company plans to submit the requested materials to the FDA in February 2026. The Company expects that this submission will address the items outlined in the CRL and support continued review of the BLA, including the assignment of a new Prescription Drug User Fee Act (PDUFA) target action date.ナラティブの更新 • Jan 20CAPR: HOPE 3 Cardiac Outcome Data Will Shape Bullish Mid 2026 Approval PathThe analyst price target for Capricor Therapeutics has increased from $12 to $13, as analysts incorporate updated assumptions for Deramiocel approval in Duchenne muscular dystrophy cardiomyopathy and anticipated Phase 3 HOPE-3 cardiac outcome data. Analyst Commentary Bullish analysts are framing the price target move to US$13 as a reflection of updated expectations around Deramiocel in Duchenne muscular dystrophy cardiomyopathy rather than a broad shift in the overall story.ナラティブの更新 • Jan 06CAPR: HOPE-3 Duchenne Cardiac Data Will Drive Bullish RepricingAnalysts have lifted their fair value estimate for Capricor Therapeutics from $12.00 to $41.00 per share, citing updated assumptions around Deramiocel approval prospects in Duchenne muscular dystrophy cardiomyopathy, following recent Street research and price target revisions. Analyst Commentary Recent Street commentary around Capricor Therapeutics has centered on expectations for Deramiocel in Duchenne muscular dystrophy cardiomyopathy, with valuation work closely tied to regulatory outcomes and clinical readouts for the Phase 3 HOPE-3 trial anticipated in Q4.ナラティブの更新 • Dec 19CAPR: Mid 2026 Approval Path Will Drive HOPE 3 Cardiac Catalyst NarrativeAnalysts have sharply increased their price target for Capricor Therapeutics, effectively more than doubling fair value from approximately $29 to about $62. They cite higher projected revenue growth, a dramatic improvement in long term profit margins, a more normalized future earnings multiple, and growing confidence that positive HOPE-3 data could support regulatory flexibility and keep a potential Deramiocel approval on track for mid 2026.お知らせ • Dec 17Capricor Therapeutics Announces Positive Topline Results From Phase 3 HOPE-3 Trial Of Deramiocel For Duchenne Muscular DystrophyCapricor Therapeutics announced that Parent Project Muscular Dystrophy (PPMD) will host a community webinar to share and discuss positive topline results from Capricor’s Phase 3 HOPE-3 trial evaluating Deramiocel, the Company’s investigational cell therapy for the treatment of Duchenne muscular dystrophy (DMD). The webinar will provide patients and families with an overview of the HOPE-3 results and how the findings inform ongoing regulatory discussions, including next steps with the U.S. Food and Drug Administration (FDA). Capricor has entered into an agreement for the exclusive commercialization and distribution of Deramiocel for DMD in the United States and Japan with Nippon Shinyaku Co. Ltd. (U.S. subsidiary: NS Pharma, Inc.), subject to regulatory approval. Deramiocel and the StealthX™ vaccine are investigational candidates and have not been approved for commercial use in any indication.New Risk • Dec 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (47% average daily change). Minor Risk Shareholders have been diluted in the past year (27% increase in shares outstanding).お知らせ • Dec 05+ 1 more updateCapricor Therapeutics, Inc. has completed a Follow-on Equity Offering in the amount of $150 million.Capricor Therapeutics, Inc. has completed a Follow-on Equity Offering in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $25ナラティブの更新 • Dec 05CAPR: Phase 3 Duchenne Cardiac Data Will Drive 2026 Approval HopesAnalysts have sharply raised their price target on Capricor Therapeutics, with the modeled fair value estimate climbing from about $20.60 to roughly $44.56 per share. They cite stronger expected revenue growth, significantly improved profit margins, and increasing confidence that positive HOPE-3 Phase 3 data could support Deramiocel approval for Duchenne muscular dystrophy cardiomyopathy on an accelerated mid 2026 timeline.Breakeven Date Change • Dec 04Forecast to breakeven in 2027The 10 analysts covering Capricor Therapeutics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 64% per year to 2026. The company is expected to make a profit of US$28.2m in 2027. Average annual earnings growth of 77% is required to achieve expected profit on schedule.New Risk • Dec 04New 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 47% a day. 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. This is currently the only risk that has been identified for the company.お知らせ • Dec 03Capricor Therapeutics, Inc. Announces Positive Topline Results from Pivotal Phase 3 HOPE-3 Study of Deramiocel in Duchenne Muscular DystrophyCapricor Therapeutics, Inc. announced positive topline results from its pivotal Phase 3 HOPE-3 trial evaluating Deramiocel, the Company’s investigational cell therapy for the treatment of Duchenne muscular dystrophy (DMD). HOPE-3 is a randomized, double-blind, placebo-controlled, Phase 3 clinical trial evaluating Deramiocel in boys and young men with Duchenne muscular dystrophy. The study randomized 106 participants across 20 leading U.S. clinical sites. Participants received intravenous Deramiocel at 150 million cells per infusion or placebo every three months for a 12-month period. The average age of participants was approximately 15 years, and all were on a stable corticosteroid regimen throughout the study. Baseline demographics were well balanced between treatment arms, approximately 90 percent were receiving cardiac medications at baseline, and over 75 percent had a clinical diagnosis of cardiomyopathy. Deramiocel maintained a favorable safety and tolerability profile consistent with prior clinical experience. They expect that detailed HOPE-3 results will be submitted for presentation at a future scientific meeting and for publication in a peer-reviewed journal.お知らせ • Nov 25Capricor Therapeutics, Inc. Presents New Data Demonstrating a Scalable Framework for Loading Therapeutic Oligonucleotides into ExosomesCapricor Therapeutics, Inc. announced new data describing a scalable framework for loading therapeutic small interfering RNAs (siRNA) and phosphorodiamidate morpholino oligomers (PMO) into exosomes. The data were presented at the 2025 American Association for Extracellular Ventures (AAEV) Annual Meeting in Salt Lake City, Utah, held from November 20-23, 2025. The poster titled, "A Systematic Framework for the Scalable Loading of Therapeutic siRNA and PMO into Exosomes," highlighted proprietary data showcasing Capricor's exosome-based technology. The data provided an overview of both scale-up and scale-out electroporation strategies that can be integrated to achieve substantially larger yields of exogenously loaded engineered exosomes, which is a critical requirement for further clinical development. Key findings include: Engineered exosomes derived from 293F cells were successfully loaded with therapeutic siRNA and PMO cargo using optimized electroporation conditions. Both scale-up and scale- out strategies produced comparable loading efficiencies to standard small-volume electroporation. Integrating the two approaches enables manufacturing of significantly larger batches of therapeutic exosomes. At the forefront of innovation is the lead product candidate, Deramiocel, an allogeneic cardiac-derived cell therapy that is currently in late-stage clinical development for the treatment of Duchenne muscular dystrophy (DMD).Major Estimate Revision • Nov 17Consensus revenue estimates decrease by 50%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$1.19m to US$600.0k. EPS estimate unchanged at -US$2.17 per share. Biotechs industry in the US expected to see average net income decline 10% next year. Consensus price target broadly unchanged at US$20.70. Share price was steady at US$5.60 over the past week.Reported Earnings • Nov 11Third quarter 2025 earnings released: US$0.54 loss per share (vs US$0.38 loss in 3Q 2024)Third quarter 2025 results: US$0.54 loss per share (further deteriorated from US$0.38 loss in 3Q 2024). Net loss: US$24.6m (loss widened 96% from 3Q 2024). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.分析記事 • Nov 05We're Not Very Worried About Capricor Therapeutics' (NASDAQ:CAPR) 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 • Oct 31Capricor Therapeutics, Inc. to Report Q3, 2025 Results on Nov 10, 2025Capricor Therapeutics, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025お知らせ • Sep 25Capricor Therapeutics Provides Regulatory Update on Deramiocel Program for Duchenne Muscular DystrophyCapricor Therapeutics announced a regulatory update for its Biologics License Application (BLA) for Deramiocel, the Company's investigational cell therapy for the treatment of Duchenne muscular dystrophy (DMD). This update follows a recent Type A meeting with the U.S. Food and Drug Administration (FDA) after the receipt of a Complete Response Letter (CRL) in July 2025. The goal of the Type A meeting was to establish a path toward potential approval of Deramiocel for the treatment of DMD. Key outcomes included: The HOPE-3 clinical trial should serve as the "add additional study" requested in the CRL. The HOPE-3 data can be submitted within the current BLA, maintaining PUL v2.0 as the primary efficacy endpoint and suggesting left ventricular ejection fraction (LVEF) as a key secondary endpoint, which Capricor intends to request for labeling consideration. Capricor plans to submit HOPE-3 data with its complete response to the CRL, with the goal of securing a label encompassing both cardiac and skeletal muscle function in DMD. In its meeting minutes, the FDA further emphasized its commitment, stating: "The FDA remains committed to collaborating with the applicant and will exercise further regulatory flexibility by reviewing data from the HOPE-3 trial". Importantly, prior to issuance of the CRL, the majority of the BLA had undergone rigorous review with no significant deficiencies identified by the FDA during the mid-cycle review or pre-licensing inspections. All CMC items identified in the CRL have been addressed and communicated to the FDA. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of Duchenane Muscular Dystrophy (DMD) from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval. HOPE-3 is a Phase 3, multi-center, randomized, double-blind, placebo-controlled clinical trial consisting of two supports evaluating the safety and efficacy of Deramiocel in participants with DMD.分析記事 • Sep 09Capricor Therapeutics, Inc. (NASDAQ:CAPR) May Have Run Too Fast Too Soon With Recent 30% Price PlummetTo the annoyance of some shareholders, Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) shares are down a considerable 30...お知らせ • Sep 09Capricor Therapeutics Responds to FDA Posting of Complete Response Letter for DeramiocelCapricor Therapeutics issued a statement regarding the U.S. Food and Drug Administration’s (FDA) public posting of its Complete Response Letter (CRL) for the Biologics License Application (BLA) for Deramiocel, the Company’s investigational cell therapy for the treatment of cardiomyopathy associated with Duchenne muscular dystrophy (DMD). The Company was not notified in advance that the CRL would be posted, but acknowledges the FDA’s decision to publish the letter, originally received in July 2025. However, the FDA did not release the comprehensive preliminary response that Capricor submitted shortly after receipt of the CRL. This written response provided clarifications to the Agency’s feedback and outlined the Company’s proposed plan to address the outstanding issues. To ensure transparency, Capricor will make its preliminary response available on the investor section of its website for patients, families, and other stakeholders to review. Duchenne Muscular Dystrophy (DMD) is a severe, X-linked genetic disorder characterized by progressive muscle degeneration affecting the skeletal, respiratory, and cardiac muscles. It is caused by the absence of functional dystrophin, a key structural protein in muscle cells. DMD afflicts approximately 15,000 individuals in the United States and primarily impacts boys. Over time, deterioration of the heart muscle leads to cardiomyopathy and heart failure, which is the leading cause of death in DMD. There is no cure, and treatment options remain limited. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in dystrophiopathies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing, rather than a pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials.Deramiocel has received Orphan Drug Designation for the treatment of Duchenne Muscular Dystrophy (DMD) from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval.お知らせ • Aug 19Capricor Therapeutics Announces First Subjects Dosed in Phase 1 Clinical Trial of Novel Exosome-Based VaccineCapricor Therapeutics announced that the first subjects have been dosed in a Phase 1 clinical trial evaluating its StealthX exosome-based vaccine. The study, funded by the National Institutes of Health's National Institute of Allergy and Infectious Diseases (NIAID) under the U.S. Department of Health and Human Services' Project NextGen, follows review and clearance of the Investigational New Drug (IND) application by the U.S. Food and Drug Administration (FDA). The trial is being conducted by an NIAID-funded network of clinical trial sites. Project NextGen is a federal initiative aimed at accelerating the development of next-generation vaccine platforms that provide broader and more durable protection against respiratory viruses and other infectious threats. The Phase 1 trial includes four dosing arms and is initially focused on the spike (S) protein of SARS-CoV-2. An additional arm of Capricor's StealthX multivalent vaccine incorporating the nucleocapsid (N) protein is planned, pending separate FDA clearance. The StealthX vaccine is a proprietary exosome-based platform developed internally by Capricor, using exosomes engineered to display either the spike or nucleocapsid proteins on their surface. Preclinical results published in Microbiology Spectrum demonstrated that StealthX elicited robust antibody production, potent neutralizing activity, a strong T-cell response and a favorable safety profile.Major Estimate Revision • Aug 18Consensus revenue estimates fall by 45%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.18m to US$1.19m. Forecast losses increased from -US$1.90 to -US$2.18 per share. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target of US$20.60 unchanged from last update. Share price was steady at US$7.96 over the past week.Reported Earnings • Aug 12First half 2025 earnings released: US$1.10 loss per share (vs US$0.66 loss in 1H 2024)First half 2025 results: US$1.10 loss per share (further deteriorated from US$0.66 loss in 1H 2024). Net loss: US$50.3m (loss widened 142% from 1H 2024). Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Aug 06Capricor Therapeutics, Inc. to Report Q2, 2025 Results on Aug 11, 2025Capricor Therapeutics, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025お知らせ • Aug 01Levi & Korsinsky, LLP Notifies Investors in Capricor Therapeutics, Inc. of A Class Action Securities LawLevi & Korsinsky, LLP notified investors in Capricor Therapeutics, Inc. of a class action securities lawsuit. The lawsuit seeks to recover losses on behalf of Capricor investors who were adversely affected by alleged securities fraud between October 9, 2024 and July 10, 2025. According to the complaint, defendants provided investors with material information concerning Capricor's lead cell therapy candidate drug deramiocel for the treatment of cardiomyopathy associated withuchenne muscular dystrophy (DMD). Participants' statements included, among other things, Capricor's ability to obtain a Biologics License Application (BLA) for deramiocel from the U.S. Food and Drug Administration (FDA). Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating false and misleading statements and/or concealing material adverse facts concerning its four-year safety and efficacy data from its Phase 2 HOPE-2 trial study of deramiocel. On July 11, 2025, Capricor issued a press release announcing it received a Complete Response Letter (CRL) from the FDA denying the BLA specifically citing it did not meet the statutory requirement for substantial evidence of effectiveness and the need for additional clinical data. Further, the CRL referenced outstanding items in the Chemistry, Manufacturing, and Controls section of the application.Major Estimate Revision • Jul 13Consensus revenue estimates fall by 51%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$100.2m to US$48.6m. Forecast losses increased from -US$0.377 to -US$1.35 per share. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target down from US$34.60 to US$22.90. Share price fell 25% to US$7.64 over the past week.お知らせ • Jul 11Capricor Therapeutics Provides Regulatory Update on Deramiocel BLA for Duchenne Muscular DystrophyCapricor Therapeutics announced that it has received a Complete Response Letter (CRL) from the U.S. Food and Drug Administration (FDA) regarding its Biologics License Application (BLA) for Deramiocel, the Company's lead cell therapy candidate for the treatment of cardiomyopathy associated with Duchenne muscular dystrophy (DMD). In the CRL, the FDA stated that it had completed its review of the application but is unable to approve the BLA in its current form, specifically citing that the BLA does not meet the statutory requirement for substantial evidence of effectiveness and the need for additional clinical data. The CRL also referenced certain outstanding items in the Chemistry, Manufacturing, and Controls (CMC) section of the application, most of which Capricor believes it has addressed in prior communications to the FDA. However, these materials were not reviewed by the FDA due to the timing of the CRL issuance. The FDA confirmed that it will restart the review clock upon resubmission. In addition, the agency offered the company the opportunity to request a Type A meeting to discuss the path forward. Capricor plans to engage further with the FDA to determine the appropriate next steps. Capricor's BLA for Deramiocel was granted Priority Review in March 2025 and was supported by data from the HOPE-2 trial, its open-label extension (OLE), and natural history comparisons from FDA-funded datasets.お知らせ • Jun 30+ 5 more updatesCapricor Therapeutics, Inc.(NasdaqCM:CAPR) dropped from Russell 3000E Value IndexCapricor Therapeutics, Inc.(NasdaqCM:CAPR) dropped from Russell 3000E Value IndexBreakeven Date Change • Jun 25Forecast breakeven date moved forward to 2025The 8 analysts covering Capricor Therapeutics previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$3.46m in 2025. Earnings growth of 63% is required to achieve expected profit on schedule.お知らせ • Jun 24Capricor Therapeutics Provides Regulatory Update on Deramiocel BLA for Duchenne Muscular DystrophyCapricor Therapeutics provided regulatory updates related to its Biologics License Application (BLA) for Deramiocel, the Company's lead cell therapy candidate for the treatment of Duchenne Muscular Dystrophy (DMD)--associated cardiomyopathy. As part of the FDA's ongoing review, the Company has been informed that an Advisory Committee meeting is not indicated at this time. The BLA remains under Priority Review with a Prescription Drug User Fee Act (PDUFA) target action date of August 31, 2025. Capricor recently presented four-year data from its HOPE-2 Open-Label Extension (OLE) study at the 2025 Parent Project Muscular Dystrophy (PPMD) Conference, representing one of the longest-running treatment datasets in DMD, including measures of both cardiac and skeletal muscle function. The data demonstrated continued preservation of cardiac function, along with sustained clinical benefit from long-term Deramiocel treatment. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing, rather than a pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of Duchenane Muscular Dystrophy (DMD) from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval. For Becker Muscular Dystrophy (BMD), Deramiocel has also received Orphan Drug Designation from the FDA.分析記事 • Jun 24Capricor Therapeutics, Inc.'s (NASDAQ:CAPR) 25% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) shares are down a considerable 25...お知らせ • Jun 20Capricor Therapeutics Announces Positive 4-Year Data from Hope-2 Open-Label Extension Study of Deramiocel in Duchenne Muscular DystrophyCapricor Therapeutics announced positive four-year safety and efficacy results from its ongoing HOPE-2 Open-Label Extension (OLE) study of Deramiocel, the Company's lead cell therapy candidate for Duchenne Muscular Dystrophy (DMD). The data will be featured in the session titled "Therapies that slow Progression" at the Parent Project Muscular Dystrophy (PPMD) 2025 Annual Conference, taking place June 21, 2025, in Las Vegas, Nevada. After four years of continuous treatment, Deramiocel-treated patients showed a median change of -0.5 points compared to baseline. Further, a subgroup analysis of patients with baseline LVEF >45% showed an even greater clinical benefit, supporting early intervention with Deramiocel to potentially preserve cardiac function. Capricor is also harnessing the power of its exosome technology, using its proprietary StealthX™? platform in preclinical development focused on the areas of vaccinology, targeted delivery of oligonucleotides, proteins and small molecule therapeutics to potentially treat and prevent a diverse array of diseases. At Capricor, company stand committed to pushing the boundaries of possibility and forging a path toward transformative treatments for those in need.お知らせ • Jun 13Capricor Therapeutics Announces the Successful Completion of the U.S. Food and Drug Administration's License Inspection of Its San Diego Manufacturing FacilityCapricor Therapeutics announced the successful completion of the U.S. Food and Drug Administration's (FDA) Pre-License Inspection (PLI) of its San Diego manufacturing facility for Deramiocel, the company's lead cell therapy candidate with a Biologics License Application (BLA) under FDA review for potential approval in the treatment of Duchenne Muscular Dystrophy (DMD). The inspection concluded with a Form 483 containing several observations. The Company has submitted its responses to the FDA, none of which required material changes to the cGMP process or facility. The observations were primarily related to routine quality systems and documentation practices. The company is confident that the facility will meet the necessary requirements to support product licensure and, pending approval, commercial launch.お知らせ • Jun 12Capricor Therapeutics Announces Key Regulatory Updates for Its Duchenne Muscular Dystrophy ProgramCapricor Therapeutics announced the successful completion of the U.S. Food and Drug Administration’s (FDA) Pre-License Inspection (PLI) of its San Diego manufacturing facility for Deramiocel, the Company’s lead cell therapy candidate with a Biologics License Application (BLA) under FDA review for potential approval in the treatment of Duchenne Muscular Dystrophy (DMD). The inspection concluded with a Form 483 containing several observations. The Company has submitted its responses to the FDA, none of which required material changes to the cGMP process or facility. The observations were primarily related to routine quality systems and documentation practices. The Company is confident that the facility will meet the necessary requirements to support product licensure and, pending approval, commercial launch. The FDA informed Capricor of its intent to hold the Advisory Committee meeting on July 30, 2025, although that date is pending confirmation by the FDA. At the time of the mid-cycle review, no significant issues or major deficiencies were noted. A late-cycle meeting is planned for mid-July 2025. The BLA for Deramiocel remains under priority review with a Prescription Drug User Fee Act (PDUFA) action date of August 31, 2025.Major Estimate Revision • May 21Consensus revenue estimates increase by 64%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$63.3m to US$103.8m. Now expected to report a profit of US$0.02 instead of losses of -US$0.567 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target of US$42.13 unchanged from last update. Share price rose 45% to US$11.12 over the past week.分析記事 • May 16Here's Why We Think Capricor Therapeutics, Inc.'s (NASDAQ:CAPR) CEO Compensation Looks FairKey Insights Capricor Therapeutics to hold its Annual General Meeting on 22nd of May CEO Linda Marbán's total...Breakeven Date Change • May 14Forecast breakeven date pushed back to 2027The 7 analysts covering Capricor Therapeutics previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 45% per year to 2026. The company is expected to make a profit of US$60.1m in 2027. Average annual earnings growth of 65% is required to achieve expected profit on schedule.分析記事 • May 09Capricor Therapeutics, Inc. (NASDAQ:CAPR) May Have Run Too Fast Too Soon With Recent 26% Price PlummetUnfortunately for some shareholders, the Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) share price has dived 26% in the...New Risk • May 06New 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 17% 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 (17% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding).お知らせ • May 06+ 1 more updateCapricor Therapeutics, Inc. to Report Q1, 2025 Results on May 13, 2025Capricor Therapeutics, Inc. announced that they will report Q1, 2025 results After-Market on May 13, 2025新しいナラティブ • May 03FDA Priority Review And NS Pharma Partnership Will Empower Deramiocel FDA priority review of deramiocel and partnership with NS Pharma could drive significant revenue growth and market penetration. お知らせ • Apr 10Capricor Therapeutics, Inc., Annual General Meeting, May 22, 2025Capricor Therapeutics, Inc., Annual General Meeting, May 22, 2025. Location: 10865 road to the cure, suite 150, san diego, california 92121, United Statesお知らせ • Apr 09Earl Collier Not to Stand for Re-Election as Member of the Board of Capricor Therapeutics, IncCapricor Therapeutics, Inc. announced that on April 8, 2025, Mr. Earl Collier, a member of the Board of Directors of the company informed the Board he will not stand for re-election to the Board following the Annual Meeting of Shareholders which is scheduled to occur on May 22, 2025. Mr. Collier's decision to resign is not due to any disagreement with the Company with respect to any of the Company's operations, policies or practices. In connection with Mr. Collier's resignation, the Company plans to enter into a consulting agreement with Mr. Collier pursuant to which, from time to time, Mr. Collier will perform certain strategic advisory relations.分析記事 • Mar 29New Forecasts: Here's What Analysts Think The Future Holds For Capricor Therapeutics, Inc. (NASDAQ:CAPR)Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) shareholders will have a reason to smile today, with the analysts making...Reported Earnings • Mar 20Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: US$1.15 loss per share (further deteriorated from US$0.83 loss in FY 2023). Revenue: US$22.3m (down 12% from FY 2023). Net loss: US$40.5m (loss widened 82% from FY 2023). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.分析記事 • Mar 19Capricor Therapeutics, Inc. (NASDAQ:CAPR) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyCapricor Therapeutics, Inc. ( NASDAQ:CAPR ) shareholders won't be pleased to see that the share price has had a very...お知らせ • Mar 18Capricor Therapeutics, Inc. Announces Positive Data Demonstrating Long-Term Efficacy of Deramiocel for the Treatment of Duchenne Muscular DystrophyCapricor Therapeutics, Inc. announced positive long-term data from its ongoing HOPE-2 open label extension (“OLE”) clinical trial, demonstrating the potential of the Company’s lead asset, deramiocel, to slow disease progression and preserve upper limb function in patients with Duchenne muscular dystrophy (“DMD”). The data is presented as a late breaking poster at this year’s Muscular Dystrophy Association Clinical and Scientific Conference, which began on March 16 and runs through March 19 in Dallas, Texas. In a cohort-matched external comparator analysis, the study showed that patients treated with deramiocel over three years experienced an average decline in Performance of the Upper Limb (PUL 2.0) total score of 3.46 points, compared to a 7.19-point decline in the external comparator group (p=0.019). This equates to a 52% slowing of disease progression, reinforcing deramiocel’s potential long-term therapeutic durability. Additional findings include: Treatment effect increases year over year – Patients on deramiocel showed a reduction in disease progression, with a mean annual PUL 2.0 decline of 1.8 points in Year 1, 1.2 points in Year 2 and 1.1 points in Year 3. Potential disease-modifying effects – During a 1-year gap of treatment, those originally randomized to deramiocel showed a slower rate of decline (2.8 points per year) compared to untreated patients (3.7 points per year). Favorable safety profile – Deramiocel was well tolerated with no new safety signals identified and continues to maintain a favorable long-term benefit-risk profile. Capricor recently announced the acceptance by the U.S. Food and Drug Administration (“FDA”) of its Biologics License Application (“BLA”) for the cardiomyopathy associated with DMD with a Prescription Drug User Fee Act (“PDUFA”) target action date set for August 31, 2025, seeking full approval of its application.お知らせ • Mar 11Capricor Therapeutics, Inc. to Report Q4, 2024 Results on Mar 19, 2025Capricor Therapeutics, Inc. announced that they will report Q4, 2024 results After-Market on Mar 19, 2025お知らせ • Mar 04Capricor Therapeutics Announces FDA Acceptance and Priority Review of Its Biologics License Application for Deramiocel to Treat Duchenne Muscular DystrophyCapricor Therapeutics announced the U.S. Food and Drug Administration ("FDA") has accepted for review its Biologics License Application ("BLA") seeking full approval for deramiocel, an investigational cell therapy, as a treatment for patients diagnosed with Duchenne muscular dystrophy ("DMD") cardiomyopathy. Additionally, the FDA granted the BLA Priority Review with a Prescription Drug User Fee Act ("PDUFA") target action date of August 31, 2025 and at this time, the FDA has not identified any potential review issues. The BLA submission is supported by Capricor's existing cardiac data from its Phase 2 HOPE-2 and HOPE-2 Open Lab Extension ("OLE") trials compared to natural history data from an FDA-funded and published dataset on the implications of DMD cardiomyopathy and potential biomarkers of disease progression. The FDA also informed the Company they have not yet decided whether an Advisory Committee meeting is needed in relation to this application. The FDA grants Priority Review to applications for medicines that, if approved, provide significant improvements in the safety or effectiveness of the treatment of a serious condition. Deramiocel for the treatment of DMD has received Orphan Drug Designation from the FDA and European Medicines Agency ("EMA"). In addition, if Capricor were to receive FDA marketing approval for deramiocel regarding the treatment of DMD by September 30, 2026, Capricor would be eligible to receive a Priority Review Voucher ("PRV") based on its previous receipt of a rare pediatric disease designation.New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 48% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (48% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Jan 02Capricor Therapeutics Completes Submission of Biologics License Application to U.S. FDA for Deramiocel for Treatment of Duchenne Muscular DystrophyCapricor Therapeutics announced the completion of the submission of its Biologics License Application (BLA) to the U.S. Food and Drug Administration (FDA) seeking full approval for deramiocel, an investigational cell therapy, to treat patients diagnosed with Duchenne muscular dystrophy (DMD) cardiomyopathy. The full submission of the rolling BLA was completed as the Company had previously guided in late December 2024 and is supported by Capricor’s existing cardiac data from its Phase 2 HOPE-2 and HOPE-2 Open Label Extension (OLE) trials compared to natural history data from an FDA funded and published dataset on the implications of DMD cardiomyopathy and potential biomarkers of disease progression. Capricor has requested a priority review, which, if granted, would reduce the review timeline from the standard 10-month to a priority 6-month review from the date the submission is accepted by the FDA. In conjunction with this achievement, Capricor will receive a milestone payment of $10 million from its distribution partner, Nippon Shinyaku Co. Ltd., under the terms of its U.S. Commercialization and Distribution Agreement. Deramiocel for the treatment of DMD, has received Orphan Drug Designation from the FDA and European Medicines Agency (EMA). The regulatory pathway for deramiocel is supported by RMAT (Regenerative Medicine Advanced Therapy Designation) in the U.S. and the Advanced Therapy Medicinal Product (ATMP) Designation in the European region. In addition, if Capricor were to receive FDA marketing approval for deramiocel regarding the treatment of DMD, Capricor would be eligible to receive a Priority Review Voucher (PRV) based on its previous receipt of a rare pediatric disease designation.分析記事 • Dec 12Some Capricor Therapeutics, Inc. (NASDAQ:CAPR) Shareholders Look For Exit As Shares Take 27% PoundingThe Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) share price has softened a substantial 27% over the previous 30 days...Seeking Alpha • Dec 06Capricor: Additional Deramiocel Data Bodes Well For Initiated Rolling BLA SubmissionSummary Capricor Therapeutics initiated its rolling BLA submission for Deramiocel to treat Duchenne Muscular Dystrophy Cardiomyopathy, with completion expected before the end of 2024. The company presented promising 3-year data from the HOPE-2 OLE study, showing significant improvements in cardiac and skeletal muscle functions. Capricor raised $86.3 million in a public offering, ensuring sufficient cash runway to fund operations into 2027, excluding potential milestone payments from Nippon Shinyaku. The global Duchenne Muscular Dystrophy treatment market is expected to reach $8.19 billion by 2029. Read the full article on Seeking AlphaReported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.38 loss per share (further deteriorated from US$0.25 loss in 3Q 2023). Revenue: US$2.26m (down 63% from 3Q 2023). Net loss: US$12.6m (loss widened 97% from 3Q 2023). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 6.0%. Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 79% per year, which means it is well ahead of earnings.お知らせ • Nov 05Capricor Therapeutics, Inc. to Report Q3, 2024 Results on Nov 13, 2024Capricor Therapeutics, Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024New Risk • Oct 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 76% This is considered a major 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 Share price has been highly volatile over the past 3 months (25% average weekly change). Shareholders have been substantially diluted in the past year (76% increase in shares outstanding).お知らせ • Oct 18+ 1 more updateCapricor Therapeutics, Inc. Intends to File A Biologics License ApplicationFollowing recent meetings with the U.S. Food and Drug Administration Capricor Therapeutics, Inc. announced its intent to file a Biologics License Application based on existing cardiac and natural history data for deramiocel to treat all patients diagnosed with Duchenne muscular dystrophy (“DMD”) cardiomyopathy. Capricor commenced the filing of a BLA in October of 2024 seeking full approval of deramiocel for the treatment of DMD-cardiomyopathy with full submission expected by year-end 2024. The BLA filing will be based on existing cardiac data from the Phase 2 HOPE-2 and HOPE-2 Open Label Extension (“OLE”) trials compared to natural history data provided by Vanderbilt University Medical Center and Cincinnati Children’s Hospital Medical Center. In order to support potential label expansion to treat DMD skeletal muscle myopathy, Capricor plans to combine Cohorts A and B of the Phase 3 HOPE-3 clinical trial to serve as a post-approval study and does not intend to unblind Cohort A at this time, which was expected to occur in the fourth quarter of 2024. StealthX™Exosome Platform The Company’s proprietary StealthX™ exosome-based multivalent vaccine (StealthX™ vaccine) for the prevention of SARS-CoV-2 was selected to be part of Project NextGen, an initiative by the U.S. Department of Health and Human Services to advance a pipeline of new, innovative vaccines. Under the terms of the collaboration, Capricor will supply the investigational product and NIAID's Division of Microbiology and Infectious Diseases will conduct the trial. Currently, its vaccine candidate is in the manufacturing phase with plans to deliver it to NIAID by the end of 2024.お知らせ • Oct 17Capricor Therapeutics, Inc. has filed a Follow-on Equity Offering.Capricor Therapeutics, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stockお知らせ • Oct 12Capricor Therapeutics Announces Positive Long-Term Data from Hope-2 OLE Study in Duchenne Muscular Dystrophy at 2024 World Muscle Society CongressCapricor Therapeutics announced positive 3-year safety and efficacy results from its ongoing HOPE-2 open label extension (OLE) study for its lead asset, deramiocel, for the treatment of Duchenne muscular dystrophy (DMD). The data was highlighted in a late-breaking poster presentation at the 29th Annual Congress of the World Muscle Society (WMS), October 8-12, 2024 in Prague, Czechia. The 3-year data from the HOPE-2 OLE study demonstrated improvements in multiple cardiac measures of cardiac function, including left ventricular ejection fraction (LVEF%), as well as indexed volumes, which are considered highly relevant in terms of predicting long-term cardiac outcomes. In addition, there was clear bifurcation in the treatment effect seen in those that had ejection fractions greater than 45% at the end of HOPE-2 which suggests that early and sustained intervention will be key in attenuating the impacts of DMD cardiomyopathy. In order to evaluate the relevance of the data to disease progression as well as the chronic and progressive nature of DMD where cardiac function can decline year over year, a natural history data set was used to compare the trajectory of those treated with deramiocel to standard of care. In addition to the cardiac data, patients demonstrated a statistically and clinically relevant benefit (+3.7 points, p< 0.001) in the PUL v2.0 total score when compared to an external comparator dataset of similar DMD patients. The HOPE-2 OLE study continues to show a favorable safety profile for long-term treatment of deramiocel. In conclusion, the results of this study showed sustained cardiac and skeletal benefits after 3 years of continuous treatment with deramiocel. This data was previously highlighted at the PPMD Annual Meeting in June 2024.お知らせ • Oct 09Capricor Therapeutics Announces Initiation of Rolling Submission of Biologics License Application with U.S. FDA for Deramiocel for the Treatment of Duchenne Muscular DystrophyCapricor Therapeutics announced that it has initiated its rolling submission process with the U.S. Food and Drug Administration (FDA) for a Biologics License Application (BLA), seeking full approval for deramiocel to treat all patients diagnosed with Duchenne muscular dystrophy (DMD) cardiomyopathy. Capricor plans to complete its rolling BLA submission by the end of 2024. The application may be eligible for priority review as deramiocel could potentially provide significant improvements in the safety and/or effectiveness of the treatment for the serious condition of DMD cardiomyopathy, where there are currently no approved treatment options available. Once the rolling BLA submission is completed, the FDA will notify the Company when it is formally accepted for review.Price Target Changed • Sep 24Price target increased by 28% to US$25.40Up from US$19.80, the current price target is an average from 5 analysts. New target price is 179% above last closing price of US$9.10. Stock is up 59% over the past year. The company is forecast to post a net loss per share of US$1.20 next year compared to a net loss per share of US$0.83 last year.Breakeven Date Change • Sep 24Forecast to breakeven in 2026The 5 analysts covering Capricor Therapeutics expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.61m in 2026. Average annual earnings growth of 68% is required to achieve expected profit on schedule.New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (37% increase in shares outstanding).Major Estimate Revision • Sep 19Consensus revenue estimates increase by 21%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$18.8m to US$22.8m. Forecast losses expected to reduce from -US$1.31 to -US$1.20 per share. Biotechs industry in the US expected to see average net income decline 14% next year. Consensus price target broadly unchanged at US$20.00. Share price rose 19% to US$4.99 over the past week.お知らせ • Sep 18Capricor Therapeutics, Inc. announced that it has received $14.999998 million in funding from Nippon Shinyaku Co., Ltd.Capricor Therapeutics, Inc. announced that it has entered into a subscription agreement to issue $5.36 per share for the gross proceeds of $14,999,998 on September 16, 2024. The transaction included participation from new investor, Nippon Shinyaku Co., Ltd. The Subscription Agreement also includes lock-up provisions restricting Nippon Shinyaku from selling or otherwise disposing of shares of Common Stock until the six month anniversary of the Closing Date.業績と収益の成長予測NasdaqGS:CAPR - 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12/31/202821695156N/A512/31/2027104-4820N/A912/31/2026104-4390N/A93/31/2026N/A-115-114-93N/A12/31/2025N/A-105-82-70N/A9/30/202511-82-68-61N/A6/30/202513-70-56-53N/A3/31/202517-55-47-45N/A12/31/202422-40-42-40N/A9/30/202423-34-38-37N/A6/30/202427-28-36-34N/A3/31/202427-24-33-31N/A12/31/202325-22-28-26N/A9/30/202314-29-23-21N/A6/30/20239-29-21-18N/A3/31/20236-29-18-15N/A12/31/20223-2925N/A9/30/20222-2746N/A6/30/2022N/A-2579N/A3/31/20220-23911N/A12/31/20210-20-18-17N/A9/30/20210-18-16-15N/A6/30/20210-18-15-15N/A3/31/20210-17-13-12N/A12/31/20200-14-11-10N/A9/30/20200-11-8-8N/A6/30/20201-9-7-7N/A3/31/20201-7-6-6N/A12/31/20191-8N/A-7N/A9/30/20191-9N/A-9N/A6/30/20192-12N/A-10N/A3/31/20192-14N/A-12N/A12/31/20182-15N/A-14N/A9/30/201810N/A-13N/A6/30/201822N/A-13N/A3/31/201822N/A-13N/A12/31/201732N/A-14N/A9/30/20173-14N/A-15N/A6/30/20174-17N/A-14N/A3/31/20174-18N/A-15N/A12/31/20164-19N/A-14N/A9/30/20164-18N/A-15N/A6/30/20165-15N/A-16N/A3/31/20165-14N/A-13N/A12/31/20156-13N/A-11N/A9/30/20156-11N/A-9N/A6/30/20156-10N/A-8N/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: CAPRは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。収益対市場: CAPR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: CAPR今後 3 年以内に収益を上げることが予想されます。収益対市場: CAPRの収益 ( 46.7% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。高い収益成長: CAPRの収益 ( 46.7% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CAPR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2026/05/20 05:30終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Capricor Therapeutics, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Matthew VeneziaAlliance Global PartnersMadison Wynne El-SaadiB. Riley Securities, Inc.Kristen KluskaCantor Fitzgerald & Co.6 その他のアナリストを表示
Major Estimate Revision • 7hConsensus EPS estimates fall by 105%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$115.3m to US$104.3m. Losses expected to increase from US$0.39 per share to US$0.80. Biotechs industry in the US expected to see average net income decline 9.3% next year. Consensus price target broadly unchanged at US$54.11. Share price fell 4.4% to US$29.01 over the past week.
Price Target Changed • Apr 22Price target increased by 7.4% to US$54.67Up from US$50.89, the current price target is an average from 9 analysts. New target price is 56% above last closing price of US$35.00. Stock is up 166% over the past year. The company is forecast to post a net loss per share of US$0.39 next year compared to a net loss per share of US$2.26 last year.
Breakeven Date Change • Apr 22Forecast breakeven date pushed back to 2028The 9 analysts covering Capricor Therapeutics previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 44% per year to 2027. The company is expected to make a profit of US$109.6m in 2028. Average annual earnings growth of 62% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2026The 10 analysts covering Capricor Therapeutics previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$1.69m in 2026. Earnings growth of 62% is required to achieve expected profit on schedule.
Price Target Changed • Mar 13Price target increased by 12% to US$53.70Up from US$48.11, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$30.50. Stock is up 131% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$1.81 last year.
Breakeven Date Change • Dec 04Forecast to breakeven in 2027The 10 analysts covering Capricor Therapeutics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 64% per year to 2026. The company is expected to make a profit of US$28.2m in 2027. Average annual earnings growth of 77% is required to achieve expected profit on schedule.
Recent Insider Transactions Derivative • 6hIndependent Director notifies of intention to sell stockDavid Musket intends to sell 89k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of May. If the sale is conducted around the recent share price of US$27.00, it would amount to US$2.4m. David currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • 7hConsensus EPS estimates fall by 105%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$115.3m to US$104.3m. Losses expected to increase from US$0.39 per share to US$0.80. Biotechs industry in the US expected to see average net income decline 9.3% next year. Consensus price target broadly unchanged at US$54.11. Share price fell 4.4% to US$29.01 over the past week.
ナラティブの更新 • May 15CAPR: August PDUFA Decision Will Shape Duchenne Treatment Adoption OutlookNarrative Update: Capricor Therapeutics Analyst Price Target Shift The analyst price target for Capricor Therapeutics has been reduced by $5 to $38, as analysts factor in the removal of an expected $80 million milestone payment and a later modeled U.S. launch for Deramiocel following the company’s legal action against NS Pharma. Analyst Commentary Recent Street research around Capricor Therapeutics has shifted from purely optimistic toward a more balanced stance, as bullish analysts factor in both regulatory progress for Deramiocel and the impact of the company’s legal action against NS Pharma.
ライブニュース • May 15Capricor Therapeutics Seeks to Regain Control of Deramiocel as Lawsuit Challenges U.S. DistributionCapricor Therapeutics has filed a lawsuit seeking to rescind its 2022 U.S. distribution agreement with Nippon Shinyaku and NS Pharma for Deramiocel, its investigational Duchenne muscular dystrophy therapy. The company alleges flaws in pricing terms and claims NS Pharma’s launch preparations could limit patient access through Medicare, Medicaid and private insurers. Capricor is seeking to regain distribution rights to control or redirect Deramiocel’s commercialization, while stating that the FDA review timeline for the therapy is unchanged and that it is expanding manufacturing capacity and leadership. The core issue here is control over Deramiocel’s commercial future, which could influence how revenue from a potential approval is shared and how broadly the therapy reaches patients. Investors should watch for updates on the litigation outcome and any changes to commercialization plans, since these could affect Capricor’s cost base, partnership options and timing of potential cash flows tied to Deramiocel.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (27% increase in shares outstanding).
Recent Insider Transactions Derivative • May 05Executive VP exercised options and sold US$713k worth of stockOn the 1st of May, Karen Krasney exercised 25k options at a strike price of around US$3.18 and sold these shares for an average price of US$31.70 per share. This trade did not impact their existing holding. Since December 2025, Karen has owned 30.55k shares directly. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 05Capricor Therapeutics, Inc. to Report Q1, 2026 Results on May 12, 2026Capricor Therapeutics, Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026
ナラティブの更新 • Apr 29CAPR: August PDUFA Cardiac Data Will Drive Bullish 2026 Approval SetupNarrative Update: Capricor Therapeutics The updated analyst price target framework for Capricor Therapeutics moves from a prior fair value of $50.80 to $54.67. This reflects analysts' use of higher projected revenue growth, wider profit margins and a higher future P/E multiple following recent positive deramiocel data, FDA review progress and a series of target increases across the Street.
Price Target Changed • Apr 22Price target increased by 7.4% to US$54.67Up from US$50.89, the current price target is an average from 9 analysts. New target price is 56% above last closing price of US$35.00. Stock is up 166% over the past year. The company is forecast to post a net loss per share of US$0.39 next year compared to a net loss per share of US$2.26 last year.
Breakeven Date Change • Apr 22Forecast breakeven date pushed back to 2028The 9 analysts covering Capricor Therapeutics previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 44% per year to 2027. The company is expected to make a profit of US$109.6m in 2028. Average annual earnings growth of 62% is required to achieve expected profit on schedule.
お知らせ • Apr 22Capricor Therapeutics Announces Late-Breaking Presentation of Hope-3 Phase 3 ResultsCapricor Therapeutics had announced the presentation of data from its Phase 3 HOPE-3 clinical trial of Deramiocel in Duchenne muscular dystrophy (DMD) at the American Academy of Neurology (AAN) 2026 Annual Meeting in Chicago, Illinois. The data were presented by Dr. Aravindhan Veerapandiyan, Associate Professor and Director of the Comprehensive Neuromuscular Program at Arkansas Children's Hospital, during the Late-Breaking Science 2 session on Tuesday, April 21, 2026. These findings were further supported by an alternative measure of upper limb function, specifically video recordings of tasks performed at home (the Duchenne Video Assessment, or DVA), which showed meaningful slowing of disease progression in the ability to self-feed, a function central to patient independence. These data reinforce the potential of Deramiocel to make a meaningful difference in the lives of those living with Duchenne. The HOPE-3 data tell a compelling story of preserved function, slowed decline, and real-world impact on patients' daily lives, evidence we believe positions Deramiocel as a potentially transformative therapy for Duchenne. With our BLA currently under FDA review and a PDUFA target action date of August 22, 2026, we remain on track and focused on bringing this therapy to the patients who need it as quickly as possible. Data from this presentation were released under AAN embargo on April 21, 2026 at 4:45 p.m. ET. Additional information about the 2026 AAN Annual Meeting is available at www.aan.com. The Company's presentation will be made available in the Investors section of Capricor's website shortly. Duchenne Muscular Dystrophy (DMD) is a severe, X-linked genetic disorder characterized by progressive muscle degeneration affecting the skeletal, respiratory, and cardiac muscles. It is caused by the absence of functional dystrophin, a key structural protein in muscle cells. DMD affects approximately 15,000 individuals in the United States and primarily impacts boys. Over time, deterioration of the heart muscle leads to cardiomyopathy and heart failure, which is the leading cause of death in DMD. There is no cure, and treatment options remain limited. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in muscular dystrophies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing rather than pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of DMD from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval.
ナラティブの更新 • Apr 15CAPR: August PDUFA Decision Will Drive Bullish Duchenne ThesisAnalysts have lifted their average price targets on Capricor Therapeutics into a $41 to $63 range, supported by recent FDA progress on deramiocel for Duchenne muscular dystrophy, additional positive Phase 3 HOPE-3 data, and updated cash and review timelines that feed into modest tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in the valuation model. Analyst Commentary Bullish analysts are largely framing recent volatility in Capricor Therapeutics as a short-term shakeout rather than a shift in the long-term story.
お知らせ • Apr 02Capricor Therapeutics, Inc., Annual General Meeting, Jun 04, 2026Capricor Therapeutics, Inc., Annual General Meeting, Jun 04, 2026. Location: 10865 road to the cure, suite 150, 92121., san diego, Canada
ナラティブの更新 • Apr 01CAPR: August PDUFA And HOPE 3 Readout Will Shape Bullish CaseAnalysts have lifted their blended price target on Capricor Therapeutics to $63, supported by higher targets from several firms. These firms point to recent FDA milestones for deramiocel in Duchenne muscular dystrophy, additional Phase 3 HOPE-3 data, and updated PDUFA timing as key drivers behind their refreshed assumptions.
ナラティブの更新 • Mar 18CAPR: August PDUFA Decision And HOPE 3 Data Will Drive Bullish OutlookNarrative Update on Capricor Therapeutics The analyst fair value estimate for Capricor Therapeutics has moved from $62.00 to $63.00, reflecting updated Street research that points to higher price targets tied to recent FDA progress for deramiocel in Duchenne muscular dystrophy and supportive Phase 3 HOPE-3 data. Analyst Commentary Recent Street research has been broadly constructive on Capricor Therapeutics, with bullish analysts highlighting regulatory milestones for deramiocel in Duchenne muscular dystrophy and updated Phase 3 HOPE-3 data as key drivers behind their views.
Breakeven Date Change • Mar 16Forecast breakeven date moved forward to 2026The 10 analysts covering Capricor Therapeutics previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$1.69m in 2026. Earnings growth of 62% is required to achieve expected profit on schedule.
New Risk • Mar 15New major risk - Revenue sizeThe company makes less than US$1m in revenue. This is considered a major risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (26% increase in shares outstanding).
Price Target Changed • Mar 13Price target increased by 12% to US$53.70Up from US$48.11, the current price target is an average from 10 analysts. New target price is 76% above last closing price of US$30.50. Stock is up 131% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$1.81 last year.
New Risk • Mar 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 26% 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. This is currently the only risk that has been identified for the company.
Seeking Alpha • Mar 13Capricor: Moving To 'Buy' Rating As New PDUFA Date Is Set For DeramiocelSummary Capricor Therapeutics is upgraded from 'Hold' to 'Buy' following FDA acceptance of the HOPE-3 clinical study report for Deramiocel in DMD cardiomyopathy. The FDA lifted the Complete Response Letter and set a PDUFA date of August 22, 2026, without requiring new studies, increasing regulatory clarity. Phase 3 HOPE-3 data showed Deramiocel slowed disease progression by 54% [PUL] and 91% [LVEF], with additional functional and fibrosis benefits. CAPR holds $318.1M in cash, sufficient through 2027, and could monetize a Priority Review Voucher if Deramiocel is approved. Read the full article on Seeking Alpha
お知らせ • Mar 13Capricor Therapeutics Announces Late-Breaking HOPE-3 Data at the 2026 MDA Conference Demonstrating Significant Functional Benefits of Deramiocel for Duchenne Muscular DystrophyCapricor Therapeutics announced additional analyses and new functional outcomes data from the Phase 3 HOPE-3 clinical trial of Deramiocel in Duchenne muscular dystrophy (DMD), which were presented at the 2026 Muscular Dystrophy Association Clinical & Scientific Conference in Orlando, Florida. Cardiac MRI analyses demonstrated Deramiocel’s impact on cardiac structure in patients with DMD. Evaluation of late gadolinium enhancement (LGE), a marker of myocardial fibrosis, showed a significant reduction in fibrotic segments in patients treated with Deramiocel versus placebo, corresponding to a three-segment treatment difference at 12 months (p=0.022). The presence of LGE reflects replacement of viable myocardium with fibrotic tissue and is associated with progressive cardiac dysfunction and heart failure risk in DMD cardiomyopathy. In patients with baseline cardiomyopathy, Deramiocel demonstrated an even greater treatment effect on cardiac function. In this subgroup, treatment resulted in a 3.3 percentage-point improvement in LVEF versus placebo, corresponding to greater than 100% attenuation of expected cardiac decline (p=0.017). A Global Statistical Test (GST), a patient-level composite including Performance of Upper Limb (PUL v2.0), left ventricular ejection fraction (LVEF), and Patient Global Impression of Severity (PGI-S), demonstrated a statistically significant overall treatment benefit favoring Deramiocel (p=0.017). This composite integrates multiple clinically meaningful domains of disease, reflecting how patients feel and function. Additional functional outcomes evaluating hand-to-mouth activity, an important measure of patient independence, were also presented. Data from the Duchenne Video Assessment (DVA), a measure of activities of daily living in individuals with Duchenne, showed that the “eat 10 bites” task resulted in approximately 83% slowing of disease progression compared with placebo (p=0.018). These findings align with results from the mid-level (elbow) PUL v2.0 assessment (p=0.008), providing concordant evidence across both validated clinical and real-world functional measures. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in muscular dystrophies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing rather than pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of DMD from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval.
お知らせ • Mar 10Capricor Therapeutics, Inc. Establishes New PDUFA Date For Deramiocel BLACapricor Therapeutics, Inc. announced that the U.S. Food and Drug Administration (FDA) has lifted the previously issued Complete Response Letter and resumed review of its Biologics License Application (BLA) seeking full approval of Deramiocel, an investigational cell therapy, for the treatment of Duchenne muscular dystrophy (DMD) cardiomyopathy. The submission has been classified as a Class 2 resubmission, with a Prescription Drug User Fee Act (PDUFA) target action date of August 22, 2026. The Company received a Complete Response Letter (CRL) from the FDA in July 2025. Following submission of data and supporting documentation from the HOPE-3 clinical trial, the FDA resumed review of the application and assigned a PDUFA target action date of August 22, 2026. At this time, the FDA has not identified any potential review issues in its response to the Company. Capricor also expects to be eligible to receive a Priority Review Voucher (PRV) upon potential approval of Deramiocel. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in muscular dystrophies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing rather than pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of DMD from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval. Capricor has entered into an agreement for the exclusive commercialization and distribution of Deramiocel for DMD in the United States and Japan with Nippon Shinyaku Co. Ltd. (U.S. subsidiary: NS Pharma, Inc.), subject to regulatory approval. Deramiocel and the StealthX vaccine are investigational candidates and have not been approved for commercial use in any indication.
お知らせ • Mar 09Capricor Therapeutics, Inc. to Report Q4, 2025 Results on Mar 12, 2026Capricor Therapeutics, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026
ナラティブの更新 • Mar 03CAPR: HOPE 3 Data And BLA Resubmission Will Drive Bullish 2026 Approval PathAnalysts now place a slightly higher implied value on Capricor Therapeutics, with their updated price target moving to $62.00. This is supported by modest tweaks to the discount rate, revenue growth assumptions, and long-term profit margin and P/E inputs.
ナラティブの更新 • Feb 17CAPR: HOPE-3 Regulatory Progress And Capital Raise Will Drive Bullish RepricingAnalysts have kept their $41.00 price target for Capricor Therapeutics unchanged, citing only minor model adjustments such as slightly different discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Capricor provided a regulatory update on its Biologics License Application for Deramiocel in Duchenne muscular dystrophy, with the FDA requesting the full Phase 3 HOPE-3 clinical study report and supporting data to address a Complete Response Letter, without asking for additional clinical studies or new patient data.
ナラティブの更新 • Feb 03CAPR: Phase 3 Duchenne Cardiac Results Will Shape Bullish 2026 Approval PathNarrative Update The analyst price target for Capricor Therapeutics has moved from about US$44.56 to US$50.80, with analysts pointing to expectations around Phase 3 HOPE-3 data for Deramiocel in Duchenne muscular dystrophy cardiomyopathy and updated modeling assumptions as key drivers of the change. Analyst Commentary Recent Street research points to a change in how some analysts are framing risk and potential reward around Capricor Therapeutics, especially with Phase 3 HOPE-3 data for Deramiocel in Duchenne muscular dystrophy cardiomyopathy expected in Q4.
お知らせ • Jan 20Capricor Therapeutics Provides Regulatory Updates Regarding Its Biologics License Application for DeramiocelCapricor Therapeutics provided a regulatory update regarding its Biologics License Application (BLA) for Deramiocel, the Company’s investigational first-in-class cell therapy for the treatment of Duchenne muscular dystrophy (DMD). As previously disclosed, the Company provided topline results from its Phase 3 HOPE-3 clinical study to the U.S. Food and Drug Administration (FDA) in late 2025. Following its review of these data, the FDA has formally requested the full HOPE-3 clinical study report (CSR) and supporting data to address the Complete Response Letter (CRL). The FDA did not request any additional clinical studies or new patient data as part of this request. Preparation of the HOPE-3 CSR is well underway, and the Company plans to submit the requested materials to the FDA in February 2026. The Company expects that this submission will address the items outlined in the CRL and support continued review of the BLA, including the assignment of a new Prescription Drug User Fee Act (PDUFA) target action date.
ナラティブの更新 • Jan 20CAPR: HOPE 3 Cardiac Outcome Data Will Shape Bullish Mid 2026 Approval PathThe analyst price target for Capricor Therapeutics has increased from $12 to $13, as analysts incorporate updated assumptions for Deramiocel approval in Duchenne muscular dystrophy cardiomyopathy and anticipated Phase 3 HOPE-3 cardiac outcome data. Analyst Commentary Bullish analysts are framing the price target move to US$13 as a reflection of updated expectations around Deramiocel in Duchenne muscular dystrophy cardiomyopathy rather than a broad shift in the overall story.
ナラティブの更新 • Jan 06CAPR: HOPE-3 Duchenne Cardiac Data Will Drive Bullish RepricingAnalysts have lifted their fair value estimate for Capricor Therapeutics from $12.00 to $41.00 per share, citing updated assumptions around Deramiocel approval prospects in Duchenne muscular dystrophy cardiomyopathy, following recent Street research and price target revisions. Analyst Commentary Recent Street commentary around Capricor Therapeutics has centered on expectations for Deramiocel in Duchenne muscular dystrophy cardiomyopathy, with valuation work closely tied to regulatory outcomes and clinical readouts for the Phase 3 HOPE-3 trial anticipated in Q4.
ナラティブの更新 • Dec 19CAPR: Mid 2026 Approval Path Will Drive HOPE 3 Cardiac Catalyst NarrativeAnalysts have sharply increased their price target for Capricor Therapeutics, effectively more than doubling fair value from approximately $29 to about $62. They cite higher projected revenue growth, a dramatic improvement in long term profit margins, a more normalized future earnings multiple, and growing confidence that positive HOPE-3 data could support regulatory flexibility and keep a potential Deramiocel approval on track for mid 2026.
お知らせ • Dec 17Capricor Therapeutics Announces Positive Topline Results From Phase 3 HOPE-3 Trial Of Deramiocel For Duchenne Muscular DystrophyCapricor Therapeutics announced that Parent Project Muscular Dystrophy (PPMD) will host a community webinar to share and discuss positive topline results from Capricor’s Phase 3 HOPE-3 trial evaluating Deramiocel, the Company’s investigational cell therapy for the treatment of Duchenne muscular dystrophy (DMD). The webinar will provide patients and families with an overview of the HOPE-3 results and how the findings inform ongoing regulatory discussions, including next steps with the U.S. Food and Drug Administration (FDA). Capricor has entered into an agreement for the exclusive commercialization and distribution of Deramiocel for DMD in the United States and Japan with Nippon Shinyaku Co. Ltd. (U.S. subsidiary: NS Pharma, Inc.), subject to regulatory approval. Deramiocel and the StealthX™ vaccine are investigational candidates and have not been approved for commercial use in any indication.
New Risk • Dec 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 27% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (47% average daily change). Minor Risk Shareholders have been diluted in the past year (27% increase in shares outstanding).
お知らせ • Dec 05+ 1 more updateCapricor Therapeutics, Inc. has completed a Follow-on Equity Offering in the amount of $150 million.Capricor Therapeutics, Inc. has completed a Follow-on Equity Offering in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,000,000 Price\Range: $25
ナラティブの更新 • Dec 05CAPR: Phase 3 Duchenne Cardiac Data Will Drive 2026 Approval HopesAnalysts have sharply raised their price target on Capricor Therapeutics, with the modeled fair value estimate climbing from about $20.60 to roughly $44.56 per share. They cite stronger expected revenue growth, significantly improved profit margins, and increasing confidence that positive HOPE-3 Phase 3 data could support Deramiocel approval for Duchenne muscular dystrophy cardiomyopathy on an accelerated mid 2026 timeline.
Breakeven Date Change • Dec 04Forecast to breakeven in 2027The 10 analysts covering Capricor Therapeutics expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 64% per year to 2026. The company is expected to make a profit of US$28.2m in 2027. Average annual earnings growth of 77% is required to achieve expected profit on schedule.
New Risk • Dec 04New 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 47% a day. 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. This is currently the only risk that has been identified for the company.
お知らせ • Dec 03Capricor Therapeutics, Inc. Announces Positive Topline Results from Pivotal Phase 3 HOPE-3 Study of Deramiocel in Duchenne Muscular DystrophyCapricor Therapeutics, Inc. announced positive topline results from its pivotal Phase 3 HOPE-3 trial evaluating Deramiocel, the Company’s investigational cell therapy for the treatment of Duchenne muscular dystrophy (DMD). HOPE-3 is a randomized, double-blind, placebo-controlled, Phase 3 clinical trial evaluating Deramiocel in boys and young men with Duchenne muscular dystrophy. The study randomized 106 participants across 20 leading U.S. clinical sites. Participants received intravenous Deramiocel at 150 million cells per infusion or placebo every three months for a 12-month period. The average age of participants was approximately 15 years, and all were on a stable corticosteroid regimen throughout the study. Baseline demographics were well balanced between treatment arms, approximately 90 percent were receiving cardiac medications at baseline, and over 75 percent had a clinical diagnosis of cardiomyopathy. Deramiocel maintained a favorable safety and tolerability profile consistent with prior clinical experience. They expect that detailed HOPE-3 results will be submitted for presentation at a future scientific meeting and for publication in a peer-reviewed journal.
お知らせ • Nov 25Capricor Therapeutics, Inc. Presents New Data Demonstrating a Scalable Framework for Loading Therapeutic Oligonucleotides into ExosomesCapricor Therapeutics, Inc. announced new data describing a scalable framework for loading therapeutic small interfering RNAs (siRNA) and phosphorodiamidate morpholino oligomers (PMO) into exosomes. The data were presented at the 2025 American Association for Extracellular Ventures (AAEV) Annual Meeting in Salt Lake City, Utah, held from November 20-23, 2025. The poster titled, "A Systematic Framework for the Scalable Loading of Therapeutic siRNA and PMO into Exosomes," highlighted proprietary data showcasing Capricor's exosome-based technology. The data provided an overview of both scale-up and scale-out electroporation strategies that can be integrated to achieve substantially larger yields of exogenously loaded engineered exosomes, which is a critical requirement for further clinical development. Key findings include: Engineered exosomes derived from 293F cells were successfully loaded with therapeutic siRNA and PMO cargo using optimized electroporation conditions. Both scale-up and scale- out strategies produced comparable loading efficiencies to standard small-volume electroporation. Integrating the two approaches enables manufacturing of significantly larger batches of therapeutic exosomes. At the forefront of innovation is the lead product candidate, Deramiocel, an allogeneic cardiac-derived cell therapy that is currently in late-stage clinical development for the treatment of Duchenne muscular dystrophy (DMD).
Major Estimate Revision • Nov 17Consensus revenue estimates decrease by 50%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$1.19m to US$600.0k. EPS estimate unchanged at -US$2.17 per share. Biotechs industry in the US expected to see average net income decline 10% next year. Consensus price target broadly unchanged at US$20.70. Share price was steady at US$5.60 over the past week.
Reported Earnings • Nov 11Third quarter 2025 earnings released: US$0.54 loss per share (vs US$0.38 loss in 3Q 2024)Third quarter 2025 results: US$0.54 loss per share (further deteriorated from US$0.38 loss in 3Q 2024). Net loss: US$24.6m (loss widened 96% from 3Q 2024). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
分析記事 • Nov 05We're Not Very Worried About Capricor Therapeutics' (NASDAQ:CAPR) 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 • Oct 31Capricor Therapeutics, Inc. to Report Q3, 2025 Results on Nov 10, 2025Capricor Therapeutics, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
お知らせ • Sep 25Capricor Therapeutics Provides Regulatory Update on Deramiocel Program for Duchenne Muscular DystrophyCapricor Therapeutics announced a regulatory update for its Biologics License Application (BLA) for Deramiocel, the Company's investigational cell therapy for the treatment of Duchenne muscular dystrophy (DMD). This update follows a recent Type A meeting with the U.S. Food and Drug Administration (FDA) after the receipt of a Complete Response Letter (CRL) in July 2025. The goal of the Type A meeting was to establish a path toward potential approval of Deramiocel for the treatment of DMD. Key outcomes included: The HOPE-3 clinical trial should serve as the "add additional study" requested in the CRL. The HOPE-3 data can be submitted within the current BLA, maintaining PUL v2.0 as the primary efficacy endpoint and suggesting left ventricular ejection fraction (LVEF) as a key secondary endpoint, which Capricor intends to request for labeling consideration. Capricor plans to submit HOPE-3 data with its complete response to the CRL, with the goal of securing a label encompassing both cardiac and skeletal muscle function in DMD. In its meeting minutes, the FDA further emphasized its commitment, stating: "The FDA remains committed to collaborating with the applicant and will exercise further regulatory flexibility by reviewing data from the HOPE-3 trial". Importantly, prior to issuance of the CRL, the majority of the BLA had undergone rigorous review with no significant deficiencies identified by the FDA during the mid-cycle review or pre-licensing inspections. All CMC items identified in the CRL have been addressed and communicated to the FDA. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of Duchenane Muscular Dystrophy (DMD) from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval. HOPE-3 is a Phase 3, multi-center, randomized, double-blind, placebo-controlled clinical trial consisting of two supports evaluating the safety and efficacy of Deramiocel in participants with DMD.
分析記事 • Sep 09Capricor Therapeutics, Inc. (NASDAQ:CAPR) May Have Run Too Fast Too Soon With Recent 30% Price PlummetTo the annoyance of some shareholders, Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) shares are down a considerable 30...
お知らせ • Sep 09Capricor Therapeutics Responds to FDA Posting of Complete Response Letter for DeramiocelCapricor Therapeutics issued a statement regarding the U.S. Food and Drug Administration’s (FDA) public posting of its Complete Response Letter (CRL) for the Biologics License Application (BLA) for Deramiocel, the Company’s investigational cell therapy for the treatment of cardiomyopathy associated with Duchenne muscular dystrophy (DMD). The Company was not notified in advance that the CRL would be posted, but acknowledges the FDA’s decision to publish the letter, originally received in July 2025. However, the FDA did not release the comprehensive preliminary response that Capricor submitted shortly after receipt of the CRL. This written response provided clarifications to the Agency’s feedback and outlined the Company’s proposed plan to address the outstanding issues. To ensure transparency, Capricor will make its preliminary response available on the investor section of its website for patients, families, and other stakeholders to review. Duchenne Muscular Dystrophy (DMD) is a severe, X-linked genetic disorder characterized by progressive muscle degeneration affecting the skeletal, respiratory, and cardiac muscles. It is caused by the absence of functional dystrophin, a key structural protein in muscle cells. DMD afflicts approximately 15,000 individuals in the United States and primarily impacts boys. Over time, deterioration of the heart muscle leads to cardiomyopathy and heart failure, which is the leading cause of death in DMD. There is no cure, and treatment options remain limited. Deramiocel (CAP-1002) consists of allogeneic cardiosphere-derived cells (CDCs), a rare population of cardiac cells that have been shown in preclinical and clinical studies to exert potent immunomodulatory and anti-fibrotic actions in the preservation of cardiac and skeletal muscle function in dystrophiopathies such as DMD. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing, rather than a pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials.Deramiocel has received Orphan Drug Designation for the treatment of Duchenne Muscular Dystrophy (DMD) from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval.
お知らせ • Aug 19Capricor Therapeutics Announces First Subjects Dosed in Phase 1 Clinical Trial of Novel Exosome-Based VaccineCapricor Therapeutics announced that the first subjects have been dosed in a Phase 1 clinical trial evaluating its StealthX exosome-based vaccine. The study, funded by the National Institutes of Health's National Institute of Allergy and Infectious Diseases (NIAID) under the U.S. Department of Health and Human Services' Project NextGen, follows review and clearance of the Investigational New Drug (IND) application by the U.S. Food and Drug Administration (FDA). The trial is being conducted by an NIAID-funded network of clinical trial sites. Project NextGen is a federal initiative aimed at accelerating the development of next-generation vaccine platforms that provide broader and more durable protection against respiratory viruses and other infectious threats. The Phase 1 trial includes four dosing arms and is initially focused on the spike (S) protein of SARS-CoV-2. An additional arm of Capricor's StealthX multivalent vaccine incorporating the nucleocapsid (N) protein is planned, pending separate FDA clearance. The StealthX vaccine is a proprietary exosome-based platform developed internally by Capricor, using exosomes engineered to display either the spike or nucleocapsid proteins on their surface. Preclinical results published in Microbiology Spectrum demonstrated that StealthX elicited robust antibody production, potent neutralizing activity, a strong T-cell response and a favorable safety profile.
Major Estimate Revision • Aug 18Consensus revenue estimates fall by 45%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$2.18m to US$1.19m. Forecast losses increased from -US$1.90 to -US$2.18 per share. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target of US$20.60 unchanged from last update. Share price was steady at US$7.96 over the past week.
Reported Earnings • Aug 12First half 2025 earnings released: US$1.10 loss per share (vs US$0.66 loss in 1H 2024)First half 2025 results: US$1.10 loss per share (further deteriorated from US$0.66 loss in 1H 2024). Net loss: US$50.3m (loss widened 142% from 1H 2024). Revenue is forecast to grow 50% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Aug 06Capricor Therapeutics, Inc. to Report Q2, 2025 Results on Aug 11, 2025Capricor Therapeutics, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
お知らせ • Aug 01Levi & Korsinsky, LLP Notifies Investors in Capricor Therapeutics, Inc. of A Class Action Securities LawLevi & Korsinsky, LLP notified investors in Capricor Therapeutics, Inc. of a class action securities lawsuit. The lawsuit seeks to recover losses on behalf of Capricor investors who were adversely affected by alleged securities fraud between October 9, 2024 and July 10, 2025. According to the complaint, defendants provided investors with material information concerning Capricor's lead cell therapy candidate drug deramiocel for the treatment of cardiomyopathy associated withuchenne muscular dystrophy (DMD). Participants' statements included, among other things, Capricor's ability to obtain a Biologics License Application (BLA) for deramiocel from the U.S. Food and Drug Administration (FDA). Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating false and misleading statements and/or concealing material adverse facts concerning its four-year safety and efficacy data from its Phase 2 HOPE-2 trial study of deramiocel. On July 11, 2025, Capricor issued a press release announcing it received a Complete Response Letter (CRL) from the FDA denying the BLA specifically citing it did not meet the statutory requirement for substantial evidence of effectiveness and the need for additional clinical data. Further, the CRL referenced outstanding items in the Chemistry, Manufacturing, and Controls section of the application.
Major Estimate Revision • Jul 13Consensus revenue estimates fall by 51%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$100.2m to US$48.6m. Forecast losses increased from -US$0.377 to -US$1.35 per share. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target down from US$34.60 to US$22.90. Share price fell 25% to US$7.64 over the past week.
お知らせ • Jul 11Capricor Therapeutics Provides Regulatory Update on Deramiocel BLA for Duchenne Muscular DystrophyCapricor Therapeutics announced that it has received a Complete Response Letter (CRL) from the U.S. Food and Drug Administration (FDA) regarding its Biologics License Application (BLA) for Deramiocel, the Company's lead cell therapy candidate for the treatment of cardiomyopathy associated with Duchenne muscular dystrophy (DMD). In the CRL, the FDA stated that it had completed its review of the application but is unable to approve the BLA in its current form, specifically citing that the BLA does not meet the statutory requirement for substantial evidence of effectiveness and the need for additional clinical data. The CRL also referenced certain outstanding items in the Chemistry, Manufacturing, and Controls (CMC) section of the application, most of which Capricor believes it has addressed in prior communications to the FDA. However, these materials were not reviewed by the FDA due to the timing of the CRL issuance. The FDA confirmed that it will restart the review clock upon resubmission. In addition, the agency offered the company the opportunity to request a Type A meeting to discuss the path forward. Capricor plans to engage further with the FDA to determine the appropriate next steps. Capricor's BLA for Deramiocel was granted Priority Review in March 2025 and was supported by data from the HOPE-2 trial, its open-label extension (OLE), and natural history comparisons from FDA-funded datasets.
お知らせ • Jun 30+ 5 more updatesCapricor Therapeutics, Inc.(NasdaqCM:CAPR) dropped from Russell 3000E Value IndexCapricor Therapeutics, Inc.(NasdaqCM:CAPR) dropped from Russell 3000E Value Index
Breakeven Date Change • Jun 25Forecast breakeven date moved forward to 2025The 8 analysts covering Capricor Therapeutics previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$3.46m in 2025. Earnings growth of 63% is required to achieve expected profit on schedule.
お知らせ • Jun 24Capricor Therapeutics Provides Regulatory Update on Deramiocel BLA for Duchenne Muscular DystrophyCapricor Therapeutics provided regulatory updates related to its Biologics License Application (BLA) for Deramiocel, the Company's lead cell therapy candidate for the treatment of Duchenne Muscular Dystrophy (DMD)--associated cardiomyopathy. As part of the FDA's ongoing review, the Company has been informed that an Advisory Committee meeting is not indicated at this time. The BLA remains under Priority Review with a Prescription Drug User Fee Act (PDUFA) target action date of August 31, 2025. Capricor recently presented four-year data from its HOPE-2 Open-Label Extension (OLE) study at the 2025 Parent Project Muscular Dystrophy (PPMD) Conference, representing one of the longest-running treatment datasets in DMD, including measures of both cardiac and skeletal muscle function. The data demonstrated continued preservation of cardiac function, along with sustained clinical benefit from long-term Deramiocel treatment. CDCs act by secreting extracellular vesicles known as exosomes, which target macrophages and alter their expression profile to adopt a healing, rather than a pro-inflammatory phenotype. CDCs have been investigated in more than 250 peer-reviewed scientific publications and administered to over 250 human subjects across multiple clinical trials. Deramiocel has received Orphan Drug Designation for the treatment of Duchenane Muscular Dystrophy (DMD) from both the U.S. FDA and the European Medicines Agency (EMA). In addition, it has been granted Regenerative Medicine Advanced Therapy (RMAT) designation in the U.S., Advanced Therapy Medicinal Product (ATMP) designation in Europe, and Rare Pediatric Disease Designation from the FDA, which may qualify Capricor for a Priority Review Voucher upon approval. For Becker Muscular Dystrophy (BMD), Deramiocel has also received Orphan Drug Designation from the FDA.
分析記事 • Jun 24Capricor Therapeutics, Inc.'s (NASDAQ:CAPR) 25% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) shares are down a considerable 25...
お知らせ • Jun 20Capricor Therapeutics Announces Positive 4-Year Data from Hope-2 Open-Label Extension Study of Deramiocel in Duchenne Muscular DystrophyCapricor Therapeutics announced positive four-year safety and efficacy results from its ongoing HOPE-2 Open-Label Extension (OLE) study of Deramiocel, the Company's lead cell therapy candidate for Duchenne Muscular Dystrophy (DMD). The data will be featured in the session titled "Therapies that slow Progression" at the Parent Project Muscular Dystrophy (PPMD) 2025 Annual Conference, taking place June 21, 2025, in Las Vegas, Nevada. After four years of continuous treatment, Deramiocel-treated patients showed a median change of -0.5 points compared to baseline. Further, a subgroup analysis of patients with baseline LVEF >45% showed an even greater clinical benefit, supporting early intervention with Deramiocel to potentially preserve cardiac function. Capricor is also harnessing the power of its exosome technology, using its proprietary StealthX™? platform in preclinical development focused on the areas of vaccinology, targeted delivery of oligonucleotides, proteins and small molecule therapeutics to potentially treat and prevent a diverse array of diseases. At Capricor, company stand committed to pushing the boundaries of possibility and forging a path toward transformative treatments for those in need.
お知らせ • Jun 13Capricor Therapeutics Announces the Successful Completion of the U.S. Food and Drug Administration's License Inspection of Its San Diego Manufacturing FacilityCapricor Therapeutics announced the successful completion of the U.S. Food and Drug Administration's (FDA) Pre-License Inspection (PLI) of its San Diego manufacturing facility for Deramiocel, the company's lead cell therapy candidate with a Biologics License Application (BLA) under FDA review for potential approval in the treatment of Duchenne Muscular Dystrophy (DMD). The inspection concluded with a Form 483 containing several observations. The Company has submitted its responses to the FDA, none of which required material changes to the cGMP process or facility. The observations were primarily related to routine quality systems and documentation practices. The company is confident that the facility will meet the necessary requirements to support product licensure and, pending approval, commercial launch.
お知らせ • Jun 12Capricor Therapeutics Announces Key Regulatory Updates for Its Duchenne Muscular Dystrophy ProgramCapricor Therapeutics announced the successful completion of the U.S. Food and Drug Administration’s (FDA) Pre-License Inspection (PLI) of its San Diego manufacturing facility for Deramiocel, the Company’s lead cell therapy candidate with a Biologics License Application (BLA) under FDA review for potential approval in the treatment of Duchenne Muscular Dystrophy (DMD). The inspection concluded with a Form 483 containing several observations. The Company has submitted its responses to the FDA, none of which required material changes to the cGMP process or facility. The observations were primarily related to routine quality systems and documentation practices. The Company is confident that the facility will meet the necessary requirements to support product licensure and, pending approval, commercial launch. The FDA informed Capricor of its intent to hold the Advisory Committee meeting on July 30, 2025, although that date is pending confirmation by the FDA. At the time of the mid-cycle review, no significant issues or major deficiencies were noted. A late-cycle meeting is planned for mid-July 2025. The BLA for Deramiocel remains under priority review with a Prescription Drug User Fee Act (PDUFA) action date of August 31, 2025.
Major Estimate Revision • May 21Consensus revenue estimates increase by 64%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from US$63.3m to US$103.8m. Now expected to report a profit of US$0.02 instead of losses of -US$0.567 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target of US$42.13 unchanged from last update. Share price rose 45% to US$11.12 over the past week.
分析記事 • May 16Here's Why We Think Capricor Therapeutics, Inc.'s (NASDAQ:CAPR) CEO Compensation Looks FairKey Insights Capricor Therapeutics to hold its Annual General Meeting on 22nd of May CEO Linda Marbán's total...
Breakeven Date Change • May 14Forecast breakeven date pushed back to 2027The 7 analysts covering Capricor Therapeutics previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 45% per year to 2026. The company is expected to make a profit of US$60.1m in 2027. Average annual earnings growth of 65% is required to achieve expected profit on schedule.
分析記事 • May 09Capricor Therapeutics, Inc. (NASDAQ:CAPR) May Have Run Too Fast Too Soon With Recent 26% Price PlummetUnfortunately for some shareholders, the Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) share price has dived 26% in the...
New Risk • May 06New 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 17% 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 (17% average weekly change). Shareholders have been substantially diluted in the past year (45% increase in shares outstanding).
お知らせ • May 06+ 1 more updateCapricor Therapeutics, Inc. to Report Q1, 2025 Results on May 13, 2025Capricor Therapeutics, Inc. announced that they will report Q1, 2025 results After-Market on May 13, 2025
新しいナラティブ • May 03FDA Priority Review And NS Pharma Partnership Will Empower Deramiocel FDA priority review of deramiocel and partnership with NS Pharma could drive significant revenue growth and market penetration.
お知らせ • Apr 10Capricor Therapeutics, Inc., Annual General Meeting, May 22, 2025Capricor Therapeutics, Inc., Annual General Meeting, May 22, 2025. Location: 10865 road to the cure, suite 150, san diego, california 92121, United States
お知らせ • Apr 09Earl Collier Not to Stand for Re-Election as Member of the Board of Capricor Therapeutics, IncCapricor Therapeutics, Inc. announced that on April 8, 2025, Mr. Earl Collier, a member of the Board of Directors of the company informed the Board he will not stand for re-election to the Board following the Annual Meeting of Shareholders which is scheduled to occur on May 22, 2025. Mr. Collier's decision to resign is not due to any disagreement with the Company with respect to any of the Company's operations, policies or practices. In connection with Mr. Collier's resignation, the Company plans to enter into a consulting agreement with Mr. Collier pursuant to which, from time to time, Mr. Collier will perform certain strategic advisory relations.
分析記事 • Mar 29New Forecasts: Here's What Analysts Think The Future Holds For Capricor Therapeutics, Inc. (NASDAQ:CAPR)Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) shareholders will have a reason to smile today, with the analysts making...
Reported Earnings • Mar 20Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: US$1.15 loss per share (further deteriorated from US$0.83 loss in FY 2023). Revenue: US$22.3m (down 12% from FY 2023). Net loss: US$40.5m (loss widened 82% from FY 2023). Revenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 43% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
分析記事 • Mar 19Capricor Therapeutics, Inc. (NASDAQ:CAPR) Shares May Have Slumped 27% But Getting In Cheap Is Still UnlikelyCapricor Therapeutics, Inc. ( NASDAQ:CAPR ) shareholders won't be pleased to see that the share price has had a very...
お知らせ • Mar 18Capricor Therapeutics, Inc. Announces Positive Data Demonstrating Long-Term Efficacy of Deramiocel for the Treatment of Duchenne Muscular DystrophyCapricor Therapeutics, Inc. announced positive long-term data from its ongoing HOPE-2 open label extension (“OLE”) clinical trial, demonstrating the potential of the Company’s lead asset, deramiocel, to slow disease progression and preserve upper limb function in patients with Duchenne muscular dystrophy (“DMD”). The data is presented as a late breaking poster at this year’s Muscular Dystrophy Association Clinical and Scientific Conference, which began on March 16 and runs through March 19 in Dallas, Texas. In a cohort-matched external comparator analysis, the study showed that patients treated with deramiocel over three years experienced an average decline in Performance of the Upper Limb (PUL 2.0) total score of 3.46 points, compared to a 7.19-point decline in the external comparator group (p=0.019). This equates to a 52% slowing of disease progression, reinforcing deramiocel’s potential long-term therapeutic durability. Additional findings include: Treatment effect increases year over year – Patients on deramiocel showed a reduction in disease progression, with a mean annual PUL 2.0 decline of 1.8 points in Year 1, 1.2 points in Year 2 and 1.1 points in Year 3. Potential disease-modifying effects – During a 1-year gap of treatment, those originally randomized to deramiocel showed a slower rate of decline (2.8 points per year) compared to untreated patients (3.7 points per year). Favorable safety profile – Deramiocel was well tolerated with no new safety signals identified and continues to maintain a favorable long-term benefit-risk profile. Capricor recently announced the acceptance by the U.S. Food and Drug Administration (“FDA”) of its Biologics License Application (“BLA”) for the cardiomyopathy associated with DMD with a Prescription Drug User Fee Act (“PDUFA”) target action date set for August 31, 2025, seeking full approval of its application.
お知らせ • Mar 11Capricor Therapeutics, Inc. to Report Q4, 2024 Results on Mar 19, 2025Capricor Therapeutics, Inc. announced that they will report Q4, 2024 results After-Market on Mar 19, 2025
お知らせ • Mar 04Capricor Therapeutics Announces FDA Acceptance and Priority Review of Its Biologics License Application for Deramiocel to Treat Duchenne Muscular DystrophyCapricor Therapeutics announced the U.S. Food and Drug Administration ("FDA") has accepted for review its Biologics License Application ("BLA") seeking full approval for deramiocel, an investigational cell therapy, as a treatment for patients diagnosed with Duchenne muscular dystrophy ("DMD") cardiomyopathy. Additionally, the FDA granted the BLA Priority Review with a Prescription Drug User Fee Act ("PDUFA") target action date of August 31, 2025 and at this time, the FDA has not identified any potential review issues. The BLA submission is supported by Capricor's existing cardiac data from its Phase 2 HOPE-2 and HOPE-2 Open Lab Extension ("OLE") trials compared to natural history data from an FDA-funded and published dataset on the implications of DMD cardiomyopathy and potential biomarkers of disease progression. The FDA also informed the Company they have not yet decided whether an Advisory Committee meeting is needed in relation to this application. The FDA grants Priority Review to applications for medicines that, if approved, provide significant improvements in the safety or effectiveness of the treatment of a serious condition. Deramiocel for the treatment of DMD has received Orphan Drug Designation from the FDA and European Medicines Agency ("EMA"). In addition, if Capricor were to receive FDA marketing approval for deramiocel regarding the treatment of DMD by September 30, 2026, Capricor would be eligible to receive a Priority Review Voucher ("PRV") based on its previous receipt of a rare pediatric disease designation.
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 48% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (48% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Jan 02Capricor Therapeutics Completes Submission of Biologics License Application to U.S. FDA for Deramiocel for Treatment of Duchenne Muscular DystrophyCapricor Therapeutics announced the completion of the submission of its Biologics License Application (BLA) to the U.S. Food and Drug Administration (FDA) seeking full approval for deramiocel, an investigational cell therapy, to treat patients diagnosed with Duchenne muscular dystrophy (DMD) cardiomyopathy. The full submission of the rolling BLA was completed as the Company had previously guided in late December 2024 and is supported by Capricor’s existing cardiac data from its Phase 2 HOPE-2 and HOPE-2 Open Label Extension (OLE) trials compared to natural history data from an FDA funded and published dataset on the implications of DMD cardiomyopathy and potential biomarkers of disease progression. Capricor has requested a priority review, which, if granted, would reduce the review timeline from the standard 10-month to a priority 6-month review from the date the submission is accepted by the FDA. In conjunction with this achievement, Capricor will receive a milestone payment of $10 million from its distribution partner, Nippon Shinyaku Co. Ltd., under the terms of its U.S. Commercialization and Distribution Agreement. Deramiocel for the treatment of DMD, has received Orphan Drug Designation from the FDA and European Medicines Agency (EMA). The regulatory pathway for deramiocel is supported by RMAT (Regenerative Medicine Advanced Therapy Designation) in the U.S. and the Advanced Therapy Medicinal Product (ATMP) Designation in the European region. In addition, if Capricor were to receive FDA marketing approval for deramiocel regarding the treatment of DMD, Capricor would be eligible to receive a Priority Review Voucher (PRV) based on its previous receipt of a rare pediatric disease designation.
分析記事 • Dec 12Some Capricor Therapeutics, Inc. (NASDAQ:CAPR) Shareholders Look For Exit As Shares Take 27% PoundingThe Capricor Therapeutics, Inc. ( NASDAQ:CAPR ) share price has softened a substantial 27% over the previous 30 days...
Seeking Alpha • Dec 06Capricor: Additional Deramiocel Data Bodes Well For Initiated Rolling BLA SubmissionSummary Capricor Therapeutics initiated its rolling BLA submission for Deramiocel to treat Duchenne Muscular Dystrophy Cardiomyopathy, with completion expected before the end of 2024. The company presented promising 3-year data from the HOPE-2 OLE study, showing significant improvements in cardiac and skeletal muscle functions. Capricor raised $86.3 million in a public offering, ensuring sufficient cash runway to fund operations into 2027, excluding potential milestone payments from Nippon Shinyaku. The global Duchenne Muscular Dystrophy treatment market is expected to reach $8.19 billion by 2029. Read the full article on Seeking Alpha
Reported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.38 loss per share (further deteriorated from US$0.25 loss in 3Q 2023). Revenue: US$2.26m (down 63% from 3Q 2023). Net loss: US$12.6m (loss widened 97% from 3Q 2023). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates by 6.0%. Revenue is forecast to grow 52% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 79% per year, which means it is well ahead of earnings.
お知らせ • Nov 05Capricor Therapeutics, Inc. to Report Q3, 2024 Results on Nov 13, 2024Capricor Therapeutics, Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024
New Risk • Oct 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 76% This is considered a major 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 Share price has been highly volatile over the past 3 months (25% average weekly change). Shareholders have been substantially diluted in the past year (76% increase in shares outstanding).
お知らせ • Oct 18+ 1 more updateCapricor Therapeutics, Inc. Intends to File A Biologics License ApplicationFollowing recent meetings with the U.S. Food and Drug Administration Capricor Therapeutics, Inc. announced its intent to file a Biologics License Application based on existing cardiac and natural history data for deramiocel to treat all patients diagnosed with Duchenne muscular dystrophy (“DMD”) cardiomyopathy. Capricor commenced the filing of a BLA in October of 2024 seeking full approval of deramiocel for the treatment of DMD-cardiomyopathy with full submission expected by year-end 2024. The BLA filing will be based on existing cardiac data from the Phase 2 HOPE-2 and HOPE-2 Open Label Extension (“OLE”) trials compared to natural history data provided by Vanderbilt University Medical Center and Cincinnati Children’s Hospital Medical Center. In order to support potential label expansion to treat DMD skeletal muscle myopathy, Capricor plans to combine Cohorts A and B of the Phase 3 HOPE-3 clinical trial to serve as a post-approval study and does not intend to unblind Cohort A at this time, which was expected to occur in the fourth quarter of 2024. StealthX™Exosome Platform The Company’s proprietary StealthX™ exosome-based multivalent vaccine (StealthX™ vaccine) for the prevention of SARS-CoV-2 was selected to be part of Project NextGen, an initiative by the U.S. Department of Health and Human Services to advance a pipeline of new, innovative vaccines. Under the terms of the collaboration, Capricor will supply the investigational product and NIAID's Division of Microbiology and Infectious Diseases will conduct the trial. Currently, its vaccine candidate is in the manufacturing phase with plans to deliver it to NIAID by the end of 2024.
お知らせ • Oct 17Capricor Therapeutics, Inc. has filed a Follow-on Equity Offering.Capricor Therapeutics, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock
お知らせ • Oct 12Capricor Therapeutics Announces Positive Long-Term Data from Hope-2 OLE Study in Duchenne Muscular Dystrophy at 2024 World Muscle Society CongressCapricor Therapeutics announced positive 3-year safety and efficacy results from its ongoing HOPE-2 open label extension (OLE) study for its lead asset, deramiocel, for the treatment of Duchenne muscular dystrophy (DMD). The data was highlighted in a late-breaking poster presentation at the 29th Annual Congress of the World Muscle Society (WMS), October 8-12, 2024 in Prague, Czechia. The 3-year data from the HOPE-2 OLE study demonstrated improvements in multiple cardiac measures of cardiac function, including left ventricular ejection fraction (LVEF%), as well as indexed volumes, which are considered highly relevant in terms of predicting long-term cardiac outcomes. In addition, there was clear bifurcation in the treatment effect seen in those that had ejection fractions greater than 45% at the end of HOPE-2 which suggests that early and sustained intervention will be key in attenuating the impacts of DMD cardiomyopathy. In order to evaluate the relevance of the data to disease progression as well as the chronic and progressive nature of DMD where cardiac function can decline year over year, a natural history data set was used to compare the trajectory of those treated with deramiocel to standard of care. In addition to the cardiac data, patients demonstrated a statistically and clinically relevant benefit (+3.7 points, p< 0.001) in the PUL v2.0 total score when compared to an external comparator dataset of similar DMD patients. The HOPE-2 OLE study continues to show a favorable safety profile for long-term treatment of deramiocel. In conclusion, the results of this study showed sustained cardiac and skeletal benefits after 3 years of continuous treatment with deramiocel. This data was previously highlighted at the PPMD Annual Meeting in June 2024.
お知らせ • Oct 09Capricor Therapeutics Announces Initiation of Rolling Submission of Biologics License Application with U.S. FDA for Deramiocel for the Treatment of Duchenne Muscular DystrophyCapricor Therapeutics announced that it has initiated its rolling submission process with the U.S. Food and Drug Administration (FDA) for a Biologics License Application (BLA), seeking full approval for deramiocel to treat all patients diagnosed with Duchenne muscular dystrophy (DMD) cardiomyopathy. Capricor plans to complete its rolling BLA submission by the end of 2024. The application may be eligible for priority review as deramiocel could potentially provide significant improvements in the safety and/or effectiveness of the treatment for the serious condition of DMD cardiomyopathy, where there are currently no approved treatment options available. Once the rolling BLA submission is completed, the FDA will notify the Company when it is formally accepted for review.
Price Target Changed • Sep 24Price target increased by 28% to US$25.40Up from US$19.80, the current price target is an average from 5 analysts. New target price is 179% above last closing price of US$9.10. Stock is up 59% over the past year. The company is forecast to post a net loss per share of US$1.20 next year compared to a net loss per share of US$0.83 last year.
Breakeven Date Change • Sep 24Forecast to breakeven in 2026The 5 analysts covering Capricor Therapeutics expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.61m in 2026. Average annual earnings growth of 68% is required to achieve expected profit on schedule.
New Risk • Sep 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (37% increase in shares outstanding).
Major Estimate Revision • Sep 19Consensus revenue estimates increase by 21%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$18.8m to US$22.8m. Forecast losses expected to reduce from -US$1.31 to -US$1.20 per share. Biotechs industry in the US expected to see average net income decline 14% next year. Consensus price target broadly unchanged at US$20.00. Share price rose 19% to US$4.99 over the past week.
お知らせ • Sep 18Capricor Therapeutics, Inc. announced that it has received $14.999998 million in funding from Nippon Shinyaku Co., Ltd.Capricor Therapeutics, Inc. announced that it has entered into a subscription agreement to issue $5.36 per share for the gross proceeds of $14,999,998 on September 16, 2024. The transaction included participation from new investor, Nippon Shinyaku Co., Ltd. The Subscription Agreement also includes lock-up provisions restricting Nippon Shinyaku from selling or otherwise disposing of shares of Common Stock until the six month anniversary of the Closing Date.
