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Definium Therapeutics, Inc.NasdaqGS:DFTX 株式レポート

時価総額 US$5.9b
株価
n/a
1Y516.3%
7D-1.7%
1D1.8%
ポートフォリオ価値
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Definium Therapeutics, Inc.

NasdaqGS:DFTX 株式レポート

時価総額:US$5.9b

Definium Therapeutics(DFTX)株式概要

臨床バイオ医薬品企業であるディフィニウム・セラピューティクス社は、脳の健康障害を治療する新規製品候補を開発している。 詳細

DFTX ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長2/6
過去の実績0/6
財務の健全性4/6
配当金0/6

DFTX Community Fair Values

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Definium Therapeutics, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Definium Therapeutics
過去の株価
現在の株価US$44.19
52週高値US$49.20
52週安値US$6.95
ベータ2.21
1ヶ月の変化87.64%
3ヶ月変化116.30%
1年変化516.32%
3年間の変化1,081.55%
5年間の変化-16.31%
IPOからの変化407.41%

最新ニュース

ナラティブの更新 Jun 26

DFTX: Phase 3 Depression Data Will Likely Prove Priced In

Definium Therapeutics' updated fair value estimate has moved from $20.00 to about $35.66 as analysts raise price targets into the $57 to $74 range, citing strong Phase III EMERGE data for DT120 in major depressive disorder and increased confidence in the program across additional indications. Analyst Commentary Recent Street research on Definium Therapeutics centers on the Phase III EMERGE data for DT120 in major depressive disorder, with multiple firms updating their models and adjusting price targets to reflect the reported effect size, durability of response, and safety profile.

Recent updates

ナラティブの更新 Jun 26

DFTX: Phase 3 Depression Data Will Likely Prove Priced In

Definium Therapeutics' updated fair value estimate has moved from $20.00 to about $35.66 as analysts raise price targets into the $57 to $74 range, citing strong Phase III EMERGE data for DT120 in major depressive disorder and increased confidence in the program across additional indications. Analyst Commentary Recent Street research on Definium Therapeutics centers on the Phase III EMERGE data for DT120 in major depressive disorder, with multiple firms updating their models and adjusting price targets to reflect the reported effect size, durability of response, and safety profile.
Seeking Alpha Jun 23

Definium: Phase 3 MDD Data Wins Over Wall Street, But Caution Still Advised

Summary Definium Therapeutics surged ~50% after positive Phase 3 EMERGE data for DT120 in major depressive disorder, demonstrating rapid, robust, and durable efficacy. DTFX's DT120 showed a -8.1 point MADRS score improvement over placebo at week 6, with promising safety and single-dose administration in a controlled setting. Despite $373.4m cash and a $500m raise, DTFX's $4bn pre-commercial valuation appears high given remaining regulatory, commercial, and competitive uncertainties. I maintain a Hold rating, preferring to await upcoming Phase 3 GAD and ASCEND MDD data to clarify DT120’s risk/reward profile before considering a more bullish stance. Read the full article on Seeking Alpha
新しいナラティブ Apr 02

Phase III Psychedelic Readouts And Breakthrough Status Will Reshape Anxiety And Depression Treatment

Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelics-based medicines for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?
新しいナラティブ Mar 19

Pivotal Phase III Readouts And Breakthrough Status Will Redefine Psychedelic Psychiatry Potential

Catalysts About Definium Therapeutics Definium Therapeutics develops late stage psychedelic based therapies targeting psychiatric and neurodevelopmental disorders. What are the underlying business or industry changes driving this perspective?
新しいナラティブ Mar 04

Psychedelic Trial Setbacks And Costly REMS Model Will Test This Long Term Opportunity

Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelic based treatments for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Apr 21

Mind Medicine: Initiating Hold Rating Due To Regulatory Challenges

Summary Initiating coverage on Mind Medicine with a Hold rating due to regulatory uncertainties around rescheduling Schedule I compounds for medical use. Despite strong cash resources and promising Phase 3 trials, regulatory delays could hinder MNMD's patient access and market entry. The global GAD, MDD, and ASD markets present significant growth opportunities, but MM120 faces competition and unique safety and scheduling issues. Positive Phase 3 outcomes could drive regulatory progress, but until FDA and DEA clear rescheduling, broad patient access and reimbursement remain uncertain. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

MindMed's LSD Anxiety Drug: Revisiting, Rethinking, But Maintaining My 'Hold' Call

Summary Mind Medicine (MindMed) Inc.'s stock has surged over 160% since my October 2022 “Hold” call, driven by positive Phase 2b data for MM120 in treating GAD. Despite financial stability and promising Phase 3 trials, significant hurdles remain, including DEA rescheduling of LSD and FDA approval challenges. The company faces issues with patenting naturally occurring substances and potential reluctance from insurers and physicians to adopt psychedelic therapies. While MindMed shows progress, I remain cautious due to regulatory and commercial obstacles, maintaining my “Hold” rating on MNMD amidst ongoing uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Mind Medicine: Two Pathways Created From One Pipeline Clinical Candidate

Summary Mind Medicine (MindMed) Inc. is advancing MM-120 for GAD with two phase 3 trials, VOYAGE and PANORAMA, starting in late 2024 and early 2025. MM-120 is also being tested for MDD in the phase 3 EMERGE study, starting in the first half of 2025, with data expected in late 2026. The company has secured funding through 2027, following a public offering, and burns approximately $24.5 million in cash per quarter. Investors should watch for key milestones in 2026 and consider risks related to trial outcomes and regulatory approval for MM-120 and MM-402. Read the full article on Seeking Alpha
Seeking Alpha Aug 15

Psychedelic Stocks: Focus On Their Cash

Summary Jason Najum covers the psychedelic space and contextualizes recent news around the FDA, MDMA, PTSD, and Lykos Therapeutics. Why it may be a blessing in disguise for Cybin, COMPASS Pathways, and MindMed despite setbacks. Major players in the psychedelic medicine space are well-funded, moving into Phase 3 trials, with potential for significant milestones in the near future. Read the full article on Seeking Alpha
Seeking Alpha Jun 05

MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors

Summary Mind Medicine's (MindMed) results from phase 1 investigator-initiated trial, using MM-402 for the treatment of patients with Autism Spectrum Disorder, expected Q2 of 2024. The primary endpoint of the phase 2b MMED008 study met with statistical significance of HAM-A score over a 4-week period; Patients were given MM-120 to treat GAD. The global Generalized Anxiety Disorder treatment market is expected to reach $4.26 billion by 2033. MindMed has a backup candidate in its pipeline, MM-402, which still uses MDMA targeting for disorders, but with an improved safety profile; this would be MDMA types R[-]-MDMA, S[+]-MDMA and R/S-MDMA. Read the full article on Seeking Alpha
Seeking Alpha Apr 04

Mind Medicine: GAD Program Success Continues With BTD And Positive Treatment Data

Summary Mind Medicine (MindMed) Inc. achieved positive results from phase 2b MMED008 study using MM-120 for the treatment of patients with generalized anxiety disorder. End-of-phase 2 meeting with the FDA for MM-120 program for GAD 1st half of 2024 and phase 3 trial initiation expected 2nd half of 2024. The global generalized anxiety disorder treatment market is expected to reach $4.26 billion by 2033. MM-402 is being advanced in a phase 1 study for the treatment of patients with ASD with results expected 1st half of 2024; The global autism spectrum disorder market could grow to $3.42 billion by 2030. Read the full article on Seeking Alpha
Seeking Alpha Feb 02

Mind Medicine: Positive MM-120 Data Leads To Other 2024 Catalysts

Summary Primary endpoint met of HAM-A scores at week 4 met in phase 2b MMED008 study, when Generalized Anxiety Disorder patients were given MM-120. 12-week HAM-A results from phase 2b MMED008 study in GAD to be released end of Q1 of 2024 with full data set at upcoming medical meeting in 2024. End of phase 2 meeting with FDA to discuss advancement of MM-120 for GAD expected in the 1st half of 2024; Phase 3 trial initiation expected 2nd half of 2024. The generalized anxiety disorder market size is estimated to reach $8.1 billion by 2027. Read the full article on Seeking Alpha

株主還元

DFTXUS PharmaceuticalsUS 市場
7D-1.7%1.4%1.6%
1Y516.3%48.6%18.6%

業界別リターン: DFTX過去 1 年間で48.6 % の収益を上げたUS Pharmaceuticals業界を上回りました。

リターン対市場: DFTX過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。

価格変動

Is DFTX's price volatile compared to industry and market?
DFTX volatility
DFTX Average Weekly Movement16.3%
Pharmaceuticals Industry Average Movement9.5%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.2%

安定した株価: DFTXの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: DFTXの weekly volatility ( 16% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
n/a106Rob Barrowdefiniumtx.com

デフィニウム・セラピューティクス社は臨床バイオ医薬品企業で、脳の健康障害を治療する新規製品候補を開発している。同社の主要製品候補であるDT120は全般性不安障害、大うつ病性障害、その他の脳の健康障害の治療薬として第3相臨床試験中であり、DT402は3,4-メチレンジオキシメタンフェタミンのR-エナンチオマーで自閉症スペクトラム障害の治療薬として第2a相臨床試験中である。同社は以前はマインド・メディシン(MindMed)社として知られていたが、2026年1月にデフィニウム・セラピューティクス社に社名を変更した。本社はニューヨーク州ニューヨーク。

Definium Therapeutics, Inc. 基礎のまとめ

Definium Therapeutics の収益と売上を時価総額と比較するとどうか。
DFTX 基礎統計学
時価総額US$5.87b
収益(TTM)-US$237.54m
売上高(TTM)n/a
0.0x
P/Sレシオ
-24.7x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
DFTX 損益計算書(TTM)
収益US$0
売上原価US$0
売上総利益US$0
その他の費用US$237.54m
収益-US$237.54m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-1.79
グロス・マージン0.00%
純利益率0.00%
有利子負債/自己資本比率14.6%

DFTX の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/05 17:54
終値2026/07/02 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Definium Therapeutics, Inc. 14 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。22

アナリスト機関
Christopher ChenBaird
null nullBaird
Joel BeattyBaird