Definium Therapeutics, Inc.

NasdaqGS:DFTX 株式レポート

時価総額:US$2.7b

Definium Therapeutics マネジメント

マネジメント 基準チェック /14

Definium Therapeuticsの CEO はRob Barrowで、 Jun2021年に任命され、 の在任期間は 4.5年です。 の年間総報酬は$ 12.77Mで、 5.1%給与と94.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.39%を直接所有しており、その価値は$ 10.39M 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と4.7年です。

主要情報

Rob Barrow

最高経営責任者

US$12.8m

報酬総額

CEO給与比率5.13%
CEO在任期間5yrs
CEOの所有権0.4%
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間4.7yrs

経営陣の近況

Recent updates

Seeking Alpha 2h

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
分析記事 May 23

Mind Medicine (MindMed) (NASDAQ:MNMD) Is In A Good Position To Deliver On Growth Plans

Just because a business does not make any money, does not mean that the stock will go down. For example, although...

CEO報酬分析

Definium Therapeutics の収益と比較して、Rob Barrow の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$238m

Dec 31 2025US$13mUS$655k

-US$184m

Sep 30 2025n/an/a

-US$168m

Jun 30 2025n/an/a

-US$115m

Mar 31 2025n/an/a

-US$78m

Dec 31 2024US$3mUS$624k

-US$109m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$102m

Mar 31 2024n/an/a

-US$125m

Dec 31 2023US$2mUS$599k

-US$96m

Sep 30 2023n/an/a

-US$77m

Jun 30 2023n/an/a

-US$75m

Mar 31 2023n/an/a

-US$63m

Dec 31 2022US$5mUS$672k

-US$57m

Sep 30 2022n/an/a

-US$69m

Jun 30 2022n/an/a

-US$69m

Mar 31 2022n/an/a

-US$98m

Dec 31 2021US$12mUS$350k

-US$93m

報酬と市場: Robの 総報酬 ($USD 12.77M ) は、 US市場 ($USD 6.92M ) の同規模の企業の平均を上回っています。

報酬と収益: Robの報酬は増加しましたが、会社は利益を上げていません。


CEO

Rob Barrow (37 yo)

5yrs
在職期間
US$12,767,442
報酬

Mr. Robert Barrow, also known as Rob, serves as Chief Executive Officer at Mind Medicine (MindMed) Inc since June 9, 2021 and serves a its Director since December 13, 2021. He served as Chief Development O...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Robert Barrow
CEO & Director5yrsUS$12.77m0.39%
$ 10.4m
Brandi Roberts
Chief Financial Officer1yrUS$5.33mデータなし
Daniel Karlin
Chief Medical Officer5.3yrsUS$4.00m0.26%
$ 6.8m
Scott Freeman
Co-Founder & Clinical Advisorno dataUS$501.19kデータなし
Leonard Latchman
Co-Founderno dataデータなしデータなし
Peter Mack
Senior Vice President of Pharmaceutical Development & Operations1.4yrsデータなしデータなし
Gitanjali Ogawa
VP & Head of Investor Relationsno dataデータなしデータなし
Mark Sullivan
Chief Legal Officer & Corporate Secretary3.2yrsUS$1.16m0.089%
$ 2.4m
Beth Calitri
Vice President of Corporate Communications1.1yrsデータなしデータなし
Stephanie Fagan
Chief Corporate Affairs Officer1.9yrsデータなしデータなし
Gregg Pratt
Chief Regulatory & Quality Assurance Officer1.6yrsデータなしデータなし
Matthew Wiley
Chief Commercial Officer1.3yrsデータなしデータなし
1.6yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: DFTXの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Robert Barrow
CEO & Director4.5yrsUS$12.77m0.39%
$ 10.4m
Carol Vallone
Independent Chairperson4.8yrsUS$496.83k0.015%
$ 405.0k
David Gryska
Independent Director3yrsUS$458.83k0.0097%
$ 259.8k
Suzanne Bruhn
Independent Director3.8yrsUS$457.83k0.018%
$ 480.3k
Robert Malenka
Chair of Scientific Advisory Board5.3yrsデータなしデータなし
Robert Dworkin
Member of Scientific Advisory Board4.8yrsデータなしデータなし
Maurizio Fava
Member of Scientific Advisory Board5yrsデータなしデータなし
Andreas Krebs
Independent Vice Chairman4.8yrsUS$484.83k0.014%
$ 369.8k
Roger Crystal
Independent Director3.8yrsUS$456.83k0.018%
$ 480.3k
Nzinga Harrison
Member of Scientific Advisory Board1.7yrsデータなしデータなし
Peter Bergethon
Member of Scientific Advisory Board5yrsデータなしデータなし
Maria Oquendo
Member of Scientific Advisory Board4.6yrsデータなしデータなし
4.7yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: DFTXの 取締役会経験豊富 であると考えられます ( 4.7年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/22 15:36
終値2026/06/22 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。

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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

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