Kymera Therapeutics（KYMR）株式概要
カイメラ・セラピューティクス社は、臨床段階にあるバイオ医薬品企業で、体内の自然なタンパク質分解システムを利用することにより、病気の原因となるタンパク質を選択的に分解する低分子治療薬の発見と開発に注力している。 詳細
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Analyst Price Targets
LO
Lou_Basenese
Community ContributorUS$7.6FV • 75.3% 割安 内在価値ディスカウント
5022.2%Revenue growth p.a.
3.7k
23
2
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Kymera Therapeutics, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$80.71 |
| 52週高値 | US$103.00 |
| 52週安値 | US$28.06 |
| ベータ | 2.29 |
| 1ヶ月の変化 | -5.49% |
| 3ヶ月変化 | 6.73% |
| 1年変化 | 128.77% |
| 3年間の変化 | 178.21% |
| 5年間の変化 | 83.22% |
| IPOからの変化 | 142.66% |
最新ニュース
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Upside
Kymera Therapeutics' blended analyst price target now centers around $119, as analysts fine-tune their models following a mix of upward and downward revisions that reflect updated views on the potential of its STAT6 degrader programs and broader degrader pipeline. Analyst Commentary Recent Street research around Kymera Therapeutics clusters around constructive views on its STAT6 degrader and broader degrader pipeline, but with some differing opinions on how much of that potential is already reflected in current valuation.Kymera: 'Strong Buy' On Continued Success With KT-621 In Th2-Driven Disorders
Apr 13KYMR: Future Type 2 Disease Data Will Drive Oral Degrader Upside
Analysts' blended price target for Kymera Therapeutics has shifted modestly within a range of about $100 to $140 as they weigh updated Q4 data, progress across the degrader pipeline, and the potential of the STAT6 program as an oral alternative to existing biologics in type 2 diseases. Analyst Commentary Recent research notes cluster around a constructive stance on Kymera Therapeutics, with most firms adjusting price targets within a relatively tight US$100 to US$140 band as they reassess Q4 updates, the degrader pipeline, and the potential of the STAT6 program in type 2 diseases.Recent updates
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Upside
Kymera Therapeutics' blended analyst price target now centers around $119, as analysts fine-tune their models following a mix of upward and downward revisions that reflect updated views on the potential of its STAT6 degrader programs and broader degrader pipeline. Analyst Commentary Recent Street research around Kymera Therapeutics clusters around constructive views on its STAT6 degrader and broader degrader pipeline, but with some differing opinions on how much of that potential is already reflected in current valuation.Kymera: 'Strong Buy' On Continued Success With KT-621 In Th2-Driven Disorders
Apr 13KYMR: Future Type 2 Disease Data Will Drive Oral Degrader Upside
Analysts' blended price target for Kymera Therapeutics has shifted modestly within a range of about $100 to $140 as they weigh updated Q4 data, progress across the degrader pipeline, and the potential of the STAT6 program as an oral alternative to existing biologics in type 2 diseases. Analyst Commentary Recent research notes cluster around a constructive stance on Kymera Therapeutics, with most firms adjusting price targets within a relatively tight US$100 to US$140 band as they reassess Q4 updates, the degrader pipeline, and the potential of the STAT6 program in type 2 diseases.KYMR: Future Type 2 Disease Milestones Will Drive Oral Degrader Upside
The analyst fair value estimate for Kymera Therapeutics has edged down slightly from about $119.71 to $119.14. This reflects updated assumptions on discount rate, profitability, and future P/E following recent Street research that includes both higher and lower price targets tied to progress in the STAT6 degrader pipeline and broader type 2 disease opportunities.KYMR: Future Type 2 Disease Data Will Support Upside Potential
Narrative Update The analyst fair value estimate for Kymera Therapeutics has increased by about $3 to $119.71 as analysts factor in recent price target revisions that highlight confidence in the type 2 disease opportunity and Kymera's oral protein degrader pipeline. Analyst Commentary Recent research updates show a generally constructive tone on Kymera Therapeutics, with most price targets clustered in a relatively tight range and anchored to expectations around the type 2 disease opportunity and the oral protein degrader pipeline.KYMR: Future Atopic Dermatitis And Asthma Data Will Support Upside Potential
Analysts have slightly raised their price targets on Kymera Therapeutics, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a very high future P/E that incorporate both the recent Overweight initiation at Barclays and the downgrade to Peer Perform at Wolfe Research. Analyst Commentary Recent research views on Kymera Therapeutics are mixed, with one firm initiating with a positive stance and another firm moving to a more neutral rating.KYMR: Future Atopic Dermatitis And Asthma Data Will Drive Upside Potential
Narrative Update Analysts have slightly reduced their fair value estimate for Kymera Therapeutics to about US$116.71 from roughly US$116.76, reflecting modest tweaks to the discount rate, long term revenue growth assumptions, and a very high future P/E multiple following mixed recent Street views that include both an Overweight initiation and a downgrade to Peer Perform. Analyst Commentary Recent Street views on Kymera Therapeutics have been mixed, with one firm assuming coverage with an Overweight rating and another moving to a more neutral stance at Peer Perform.KYMR: Upcoming Atopic Dermatitis Data Will Drive Future Upside Potential
Narrative update on Kymera Therapeutics The updated analyst price target for Kymera Therapeutics moves to about $70 to $73, reflecting mixed sentiment across recent research. Some analysts cite increased confidence in KT-621 and upcoming atopic dermatitis data as key supports for their higher targets, while one firm shifted to a more neutral rating.KYMR: Upcoming Atopic Dermatitis Data And Fast Track Status Will Drive Upside
Analysts have nudged their price expectations for Kymera Therapeutics higher, with our fair value estimate moving from US$114 to about US$116.76 as they factor in higher Street targets supported by growing optimism around KT-621 and upcoming clinical readouts. Analyst Commentary Recent Street research around Kymera Therapeutics shows a mix of optimism and caution, with most attention focused on KT-621 and its upcoming atopic dermatitis data, while one firm has stepped back from a previously more constructive stance.KYMR: Upcoming Atopic Dermatitis Milestones Will Drive Significant Long Term Upside Potential
Kymera Therapeutics' fair value estimate has been raised from $77.59 to $114.00 as analysts lift price targets into the $60 to $80 range. They cite growing conviction in KT-621 ahead of key Phase 1b atopic dermatitis data and its potential for significant long term sales.KYMR: Upcoming Atopic Dermatitis Data Will Unlock Major Upside Potential
Kymera Therapeutics' analyst price target has increased from approximately $74.55 to $77.59. This reflects analysts' growing optimism around upcoming KT-621 clinical milestones and anticipated efficacy data in atopic dermatitis.KYMR: Upcoming Atopic Dermatitis Data Will Drive Confidence And Momentum
Analysts have raised their price target on Kymera Therapeutics from approximately $69 to $75. This reflects increased optimism around KT-621 data and strengthened near-term revenue growth projections.KYMR: Advancing Clinical Milestones Will Drive Meaningful Upside in Immunology Indications
Kymera Therapeutics’ analyst price target has increased from $65 to approximately $69, as analysts cite strengthening conviction in the company's KT-621 program and positive upcoming clinical milestones as key drivers for the higher outlook. Analyst Commentary Recent assessments by street analysts show growing optimism surrounding Kymera Therapeutics, particularly regarding the advancement and potential of its KT-621 program.Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
The analyst price target for Kymera Therapeutics has increased modestly from $64.33 to $65.00, as analysts cite strengthened conviction in the KT-621 program and the anticipated impact of upcoming Phase 1b and Phase 2 clinical data as key drivers of valuation. Analyst Commentary Recent research highlights both optimism and caution regarding Kymera Therapeutics as the company's KT-621 program advances through clinical stages.Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Analysts have revised Kymera Therapeutics' fair value target down to approximately $64 from $72. This adjustment is based on updated models that reflect mixed expectations for growth as well as newly anticipated milestones for KT-621 clinical progress.Earnings Update: Kymera Therapeutics, Inc. (NASDAQ:KYMR) Just Reported And Analysts Are Boosting Their Estimates
Aug 14
Analysts Are Betting On Kymera Therapeutics, Inc. (NASDAQ:KYMR) With A Big Upgrade This Week
May 13Companies Like Kymera Therapeutics (NASDAQ:KYMR) Are In A Position To Invest In Growth
May 08
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Advancing clinical programs and strategic partnerships could increase market share and positively impact future revenue and earnings.Kymera Therapeutics: Plenty Of Potential, But A Long Way From The Finish Line
Feb 19Kymera: Protein Degradation Could Drive Dupixent-Like Value
Dec 07Kymera's Protein Degradation Technology: A Promising Bet For Long-Term Biotech Investors
Oct 06Kymera Therapeutics: Advancing Into Phase 2 With Partner Sanofi - I Still Have Faith
Mar 21株主還元
| KYMR | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -4.9% | -2.4% | 0.8% |
| 1Y | 128.8% | 27.4% | 27.8% |
業界別リターン: KYMR過去 1 年間で27.4 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: KYMR過去 1 年間で27.8 % の収益を上げたUS市場を上回りました。
価格変動
| KYMR volatility | |
|---|---|
| KYMR Average Weekly Movement | 5.6% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: KYMR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: KYMRの 週次ボラティリティ は、過去 1 年間で11%から6%に減少しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2015 | 238 | Nello Mainolfi | www.kymeratx.com |
カイメラ・セラピューティクス社は、臨床段階にあるバイオ医薬品企業で、体内の自然なタンパク質分解システムを利用することで、病気の原因となるタンパク質を選択的に分解する低分子治療薬の発見と開発に注力している。中等度から重度のアトピー性皮膚炎、喘息、COPD、EoE、CRSwNP、CSU、PN、BPなどを対象とした第2b相臨床試験中の経口STAT6分解薬KT-621、全身性エリテマトーデス、関節リウマチ、炎症性腸疾患、SSc、DMなどの自己免疫疾患を対象とした第1相臨床試験中の経口IRF5分解薬KT-579の開発に取り組んでいる；IRAK4プログラムであるKT-485/SAR447971は、膿疱性汗腺炎やアトピー性皮膚炎を含む免疫炎症性疾患の治療薬として第Ⅱ相臨床試験中である。同社はサノフィS A.と戦略的提携を結んでおり、IRAK4を標的とした薬剤候補の開発をがん・免疫がん領域以外で進めている。カイメラ・セラピューティクス社は2015年に法人化され、マサチューセッツ州ウォータータウンに本社を置いている。
Kymera Therapeutics, Inc. 基礎のまとめ
| KYMR 基礎統計学 | |
|---|---|
| 時価総額 | US$6.59b |
| 収益（TTM） | -US$315.00m |
| 売上高(TTM) | US$51.48m |
128.0x
P/Sレシオ-20.9x
PER（株価収益率KYMR は割高か？
公正価値と評価分析を参照収益と収入
| KYMR 損益計算書（TTM） | |
|---|---|
| 収益 | US$51.48m |
| 売上原価 | US$316.57m |
| 売上総利益 | -US$265.09m |
| その他の費用 | US$49.91m |
| 収益 | -US$315.00m |
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） | -3.86 |
| グロス・マージン | -514.98% |
| 純利益率 | -611.94% |
| 有利子負債／自己資本比率 | 0% |
KYMR 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 | 2026/05/03 21:03 |
| 終値 | 2026/05/01 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Kymera Therapeutics, Inc. 20 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。37
| アナリスト | 機関 |
|---|---|
| Etzer Darout | Barclays |
| Eliana Merle | Barclays |
| Zhiqiang Shu | Berenberg |