Gossamer Bio, Inc.

NasdaqGS:GOSS 株式レポート

時価総額：US$41.1m

Gossamer Bio 過去の業績

過去 基準チェック /06

Gossamer Bioは16.9%の年平均成長率で業績を伸ばしているが、Biotechs業界はgrowingで36.2%毎年増加している。売上は成長しており、年平均63.4%の割合である。

主要情報

16.88%

収益成長率

41.12%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率63.43%
株主資本利益率n/a
ネット・マージン-324.82%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • Jun 03

GOSS: Upcoming Regulatory Updates On Lead Program Will Drive Potential Rerating

Analysts have cut Gossamer Bio's $5.00 fair value estimate to $4.46 and now apply a higher 12.46% discount rate and a richer 104.9x future P/E, reflecting concerns around going concern risks, equity dilution from the debt exchange, and regulatory uncertainty around seralutinib, even as some still highlight its potential in pulmonary arterial hypertension. Analyst Commentary Street research around Gossamer Bio is split, with some analysts emphasizing upside tied to seralutinib's potential in pulmonary arterial hypertension and others focusing on funding risks, dilution, and regulatory uncertainty.
ナラティブの更新 • May 09

GOSS: Upcoming FDA Talks On Phase 3 Data Will Drive Potential Rerating

Narrative Update Gossamer Bio's analyst price targets have been reset sharply lower, with cuts from as high as $12 to as low as $0.30. Analysts are factoring in weaker than expected Phase 3 PROSERA data, a clouded regulatory path for seralutinib in pulmonary arterial hypertension, and added balance sheet and funding uncertainties.
ナラティブの更新 • Apr 22

GOSS: Upcoming FDA Meeting Will Determine Potential Rerating After Phase 3 Setback

Analysts have lowered their average price targets on Gossamer Bio into the low single-digit dollar range, reflecting reduced modeled revenue growth, a higher discount rate, and increased regulatory uncertainty around seralutinib following the recent Phase 3 PROSERA miss and multiple rating downgrades. Analyst Commentary Recent Street research around Gossamer Bio clusters around two themes: how to weigh the mixed seralutinib data against the regulatory risk, and how to factor balance sheet constraints into valuation.
ナラティブの更新 • Apr 07

GOSS: Regulatory Path And Funding Outlook Will Shape Future Repricing Potential

Narrative Update: Gossamer Bio The average analyst price target for Gossamer Bio has moved sharply lower into the low single digits, with firms citing reduced probabilities of success for seralutinib in pulmonary arterial hypertension, a mixed Phase 3 PROSERA outcome that missed its primary endpoint, and added regulatory and funding uncertainty as key drivers behind the reset. Analyst Commentary Recent Street research around Gossamer Bio has turned more cautious, with several bearish analysts reacting to the Phase 3 PROSERA miss, regulatory uncertainty for seralutinib in pulmonary arterial hypertension, and funding needs.
ナラティブの更新 • Mar 24

GOSS: Regulatory Meetings On Phase 3 Miss Will Drive Future Rerating Potential

Narrative Update The analyst price target for Gossamer Bio has been reduced, with fair value moving from $15.00 to about $13.43 as analysts factor in a lower assumed probability of success for seralutinib in pulmonary arterial hypertension, heightened regulatory uncertainty after the Phase 3 PROSERA miss, and balance sheet concerns. These factors are partially offset by ongoing expectations for higher revenue growth, stronger profit margins, and a lower future P/E multiple.
ナラティブの更新 • Mar 08

GOSS: Upcoming FDA Meeting And 2026 Data Readouts Will Drive Rerating Potential

Analysts have sharply reduced their average price targets on Gossamer Bio, cutting them from a prior fair value indication of about $9.50 to roughly $3.69. This change reflects reduced confidence in seralutinib's regulatory path and a reevaluation of risk after the PROSERA Phase 3 miss.
ナラティブの更新 • Feb 21

GOSS: Index Additions And Barclays Bullish Coverage Will Support Future Repricing

Analysts have raised their price target on Gossamer Bio to $6.00, citing new bullish coverage that outlines the company’s updated assumptions for risk, growth, margins and future P/E, while maintaining their fair value estimate at $6.00. Analyst Commentary While the updated price target of US$6.00 reflects a constructive view on Gossamer Bio, some research commentary also highlights areas where expectations could be tested.
ナラティブの更新 • Feb 07

GOSS: Index Additions And Bullish Research Coverage Will Support Future Repricing

Analysts have adjusted their price target for Gossamer Bio to US$6.00, with the updated view supported by slightly revised assumptions on discount rate, revenue growth, profit margin and future P/E following fresh bullish Street research coverage. Analyst Commentary While the updated US$6.00 price target reflects constructive views in recent research, not all commentators are aligned with the bullish tone.
ナラティブの更新 • Jan 23

GOSS: Index Additions And February 2026 Data Will Drive Rerating Potential

Analysts have maintained their fair value estimate for Gossamer Bio at US$9.50 per share. They explained that only modest adjustments to assumptions such as the discount rate and future P/E were required, and these did not affect their overall price target view.
分析記事 • Jan 22

Gossamer Bio, Inc.'s (NASDAQ:GOSS) Popularity With Investors Under Threat As Stock Sinks 27%

The Gossamer Bio, Inc. ( NASDAQ:GOSS ) share price has softened a substantial 27% over the previous 30 days, handing...
ナラティブの更新 • Jan 09

GOSS: Index Additions And Updated Assumptions Will Support Bullish Repricing

Analysts have revised their price target on Gossamer Bio to US$6.00, with the unchanged fair value level tied to updated assumptions that include adjusted discount rates, a higher modeled revenue growth rate of 59.16% and a lower future P/E of about 63.33x. These factors together shape their latest view of the share price outlook.
Seeking Alpha • Dec 19

Gossamer Bio: High-Risk Binary Approaches

Summary Gossamer Bio is approaching a binary catalyst with the February 2026 PROSERA phase 3 readout for seralutinib in pulmonary arterial hypertension. PROSERA differs from the phase 2 TORREY study, by focusing on 6MWD as the primary endpoint, enrolling higher-risk patients and more patients outside North America. GOSS is also running a trial of seralutinib in those with pulmonary hypertension associated with interstitial lung disease. That trial only got underway in Q4 '25, however. Read the full article on Seeking Alpha
ナラティブの更新 • Dec 14

GOSS: Upcoming Respiratory Congress Data Will Likely Drive Stronger Market Reassessment

Analysts have sharply raised their price target on Gossamer Bio, with fair value estimates climbing from approximately 1.25 to 6.00 per share. They cite expectations for significantly faster revenue growth and a higher future earnings multiple, despite a modest uptick in discount rates and slightly lower projected profit margins.
ナラティブの更新 • Nov 28

GOSS: Improving Market Conviction Will Drive Momentum Into February 2026 Data Release

Analysts have maintained their price target for Gossamer Bio at $9.50 per share, citing increasingly positive sentiment and renewed conviction about seralutinib’s outlook as key clinical milestones approach. Analyst Commentary As key clinical milestones for seralutinib approach, analysts have weighed in with both optimistic and cautious perspectives regarding Gossamer Bio’s future prospects and current valuation.
分析記事 • Nov 25

Gossamer Bio, Inc.'s (NASDAQ:GOSS) 28% Share Price Surge Not Quite Adding Up

Gossamer Bio, Inc. ( NASDAQ:GOSS ) shareholders have had their patience rewarded with a 28% share price jump in the...
ナラティブの更新 • Nov 14

GOSS: Improving Sentiment Will Drive Momentum Ahead of February 2026 Data Readout

Analysts have raised their price target for Gossamer Bio from $8.86 to $9.50. They cite increased conviction in the company's upcoming clinical data and improving market sentiment around its lead drug candidate.
分析記事 • Oct 11

Gossamer Bio, Inc. (NASDAQ:GOSS) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

Gossamer Bio, Inc. ( NASDAQ:GOSS ) shares have retraced a considerable 27% in the last month, reversing a fair amount...
ナラティブの更新 • Sep 11

Phase III Trials And Global Collaborations Will Expand Treatment Horizons

Analysts have raised their price target for Gossamer Bio from $7.75 to $8.86, citing optimism for seralutinib's novel mechanism and market potential in pulmonary hypertension as key drivers. Analyst Commentary Positive outlook on Gossamer Bio's strategy in targeting pulmonary arterial hypertension and pulmonary hypertension associated with interstitial lung disease.
分析記事 • Aug 22

Revenues Not Telling The Story For Gossamer Bio, Inc. (NASDAQ:GOSS) After Shares Rise 26%

Despite an already strong run, Gossamer Bio, Inc. ( NASDAQ:GOSS ) shares have been powering on, with a gain of 26% in...
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新しいナラティブ • May 18

Phase III Trials And Global Collaborations Will Expand Treatment Horizons

Successful Phase III study enrollment and collaboration enhance market reach, promising revenue growth through potential positive efficacy results and expanded indications.
Seeking Alpha • Feb 14

Gossamer Bio Is A Good Speculative Buy On Seralutinib For PAH And PH-ILD

Summary Gossamer Bio develops Seralutinib, which is basically an inhaled TKI that targets vascular remodeling, inflammation, and fibrosis. This makes it ideal for treating PAH and PH-ILD. GOSS has so far produced encouraging Phase 2 data and has an ongoing Phase 3 PROSERA trial for PAH. The main event comes with its topline results in Q4 2025. GOSS’s pipeline includes a PH-ILD program slated to start Phase 3 in mid-2025. This program addresses a larger, high-mortality TAM. Lastly, Gossamer Bio seems to have enough resources to fund both of these trials in 2025. So, I believe its cash runway is sufficient for now. In my view, GOSS is now basically a binary bet on the upcoming Phase 3 data by the end of the year, and for now, it looks reasonably priced relative to its upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Sep 10

Gossamer Bio Has One More Shot On Goal And Is Not Likely To Miss

Summary Gossamer Bio's seralutinib shows promise for PAH and PH-ILD, with a clean long-term safety profile differentiating it from competitors like Winrevair. AVTE's AV-101 failed due to dose limitations and systemic absorption issues, unlike seralutinib, which targets key disease pathways effectively. Tyvaso DPI's success in PH-ILD highlights the unmet need, with Gossamer planning a Phase 3 trial for seralutinib in mid-2025. Seralutinib's potential in PH-ILD and PAH, combined with its safety profile, positions it as a strong contender in the biopharmaceutical market. Read the full article on Seeking Alpha
分析記事 • Aug 14

Brokers Are Upgrading Their Views On Gossamer Bio, Inc. (NASDAQ:GOSS) With These New Forecasts

Shareholders in Gossamer Bio, Inc. ( NASDAQ:GOSS ) may be thrilled to learn that the analysts have just delivered a...
Seeking Alpha • Sep 27

Peaking Back In On Gossamer Bio

Summary Today, we look back in on a small biotech company called Gossamer Bio. The company's primary drug candidate is approaching a key trial milestone and analyst firms are currently sanguine on Gossamer's long-term prospects. An investment analysis follows in the paragraphs below. A humble man speaks not of his own humility" - Jeremy Aldana Today, we are shining the spotlight back on Gossamer Bio (GOSS) for the first time since our last article on this small biotech name back in October of last year. The stock trades almost exactly where it was during our last look at it, which given the carnage in the markets here in 2022, counts as a victory. The shares had some insider buying in July within a private placement. No one else on Seeking Alpha has touched on the company since we last revisited it. In addition, the stock has had a wild ride in recent months. Therefore, it seems to be a good time to incorporate developments in 2022 and update our take on Gossamer. An analysis follows below. Seeking Alpha Company Overview: Gossamer Bio is clinical-stage biopharmaceutical concern focused on the development or procurement of therapies in the areas of immunology, inflammation, and oncology. The company is based in San Diego and the stock currently trades at around $12.00 a share and sports an approximate market cap of $1.1 billion. Recent Developments: August Company Presentation The company has a couple of pipeline assets in development. The most important of which is a compound called seralutinib which is also known as GB002. This candidate is targeting Pulmonary Arterial Hypertension, commonly known as PAH. The condition is a function of abnormal cell growth within and around small blood vessels of the lung that move blood from the right side of the heart to the lungs. Despite products on the market to treat this condition, the five-year survival rate is just over 55%. August Company Presentation Seralutinib has Orphan Drug status both in Europe and U.S. for this indication. This candidate is an inhaled inhibitor of the following tyrosine kinases: platelet-derived growth factor receptors α and β (PDGFRs), colony-stimulating factor 1 receptor (CSF1R), and c-KIT. It is designed to treat PAH as described in the slide above. August Company Presentation Currently, seralutinib is being evaluated in a Key Phase 2 trial called Torrey. This is a clinical study in patients with PAH whose disease has progressed despite standard-of-care therapy. The primary endpoint of this trial is the change in pulmonary vascular resistance from baseline at week 24. Topline results are scheduled to be out anywhere from the back half of November or first half of December of this year. August Company Presentation Last week, Wedbush reiterated their Buy rating on GOSS. The analyst there noted: This mid-stage trial has a high likelihood of success due to seralutinib's mechanism of action and positive results in both the preclinical and early-stage studies." She further stated that she 'believes that seralutinib has the potential to capture 42% of the market in the U.S. in 2030 with projected sales of $2.5B, assuming that the drug is launched in 2026.' August Company Presentation The company has a couple of other earlier staged assets in development. The only out of the clinic is GB5121. This is an oral, CNS-Penetrant BTK Inhibitor that is targeting Primary CNS Lymphoma (PCNSL) and other Rare CNS Malignancies. Currently, an open-label Phase 1b/2 study 'STAR' is underway to evaluate GB5121 for these indications. That study recently dosed its first patient. Management has stated that data from STAR will be presented at relevant medical conferences, as data become available. August Company Presentation Analyst Commentary & Balance Sheet: The company ended the second quarter with just over $220 million in cash and marketable securities on its balance sheet after posting a net loss for the quarter of $56.5 million. Two weeks after the quarter closed, management executed a private placement that raised an additional $120 million in proceeds. Four insiders including the CEO and CFO bought nearly $1.2 million in total of the private placement in mid-July. Up to that point, insiders had sold approximately $600,000 worth of shares in aggregate in 2022. Just over 20% of the outstanding float in GOSS is currently held short. The company has just over $200 million in long-term debt.
Seeking Alpha • Jul 13

Gossamer Bio to raise $120M in a private equity placement

Gossamer Bio (NASDAQ:GOSS) to sell approximately 16.6M shares of its common stock at $7.21/share in a private placement. Gross proceeds are expected to be approximately $120M. The financing is expected to close on July 15. “We are very pleased this high-quality group of investors came together to support the seralutinib program at this important juncture,” said Faheem Hasnain, Chairman, Co-Founder and CEO of Gossamer. “These additional funds will allow us to accelerate and expand our investment in seralutinib ahead of the Phase 2 TORREY Study topline results in the fourth quarter of this year.” In addition to supporting the seralutinib program, the company intends to use the net proceeds to fund research and development of its other product candidates and development programs and for working capital and general corporate purposes. The proceeds from this financing, combined with current cash, cash equivalents and marketable securities, and access to its debt facility is expected to be sufficient to fund operating and capital expenditures into mid-2024.
分析記事 • Jun 25

Health Check: How Prudently Does Gossamer Bio (NASDAQ:GOSS) Use Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Jan 19

Gossamer Bio (NASDAQ:GOSS) Has Debt But No Earnings; Should You Worry?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Sep 22

Is Gossamer Bio (NASDAQ:GOSS) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

収支内訳

Gossamer Bio の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:GOSS 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2656-18048179
31 Dec 2548-17038174
30 Sep 2544-15636161
30 Jun 2540-13935151
31 Mar 25125-5135144
31 Dec 24115-5736138
30 Sep 24105-7236132
30 Jun 2496-8137129
31 Mar 240-17338130
31 Dec 230-18038135
30 Sep 230-18742147
30 Jun 230-20744160
31 Mar 230-22146166
31 Dec 220-22948171
30 Sep 220-23043170
30 Jun 220-23144169
31 Mar 220-23444171
31 Dec 210-23446170
30 Sep 210-24251168
30 Jun 210-24050167
31 Mar 210-24750161
31 Dec 200-24350161
30 Sep 200-23345165
30 Jun 200-22444163
31 Mar 200-20242160
31 Dec 190-18039143
30 Sep 190-16441127
30 Jun 190-16555105
31 Mar 190-1544978
31 Dec 180-1474455
30 Sep 180-1153030
30 Jun 180-66711
31 Mar 180-3334
31 Dec 170-701

質の高い収益: GOSSは現在利益が出ていません。

利益率の向上: GOSSは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: GOSSは利益を出していないが、過去 5 年間で年間16.9%の割合で損失を削減してきた。

成長の加速: GOSSの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: GOSSは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 54.5% ) と比較することは困難です。

株主資本利益率

高いROE: GOSSの負債は資産を上回っているため、自己資本利益率を計算することは困難です。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/08 16:38
終値2026/06/05 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

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

Gossamer Bio, Inc. 6 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。21

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