Kymera Therapeutics マネジメント
マネジメント 基準チェック /34
Kymera Therapeuticsの CEO はNello Mainolfiで、 Jun2019年に任命され、 の在任期間は 7.17年です。 の年間総報酬は$ 8.55Mで、 8.1%給与と91.9%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0.8%を直接所有しており、その価値は$ 71.67M 。経営陣と取締役会の平均在任期間はそれぞれ1.1年と5.9年です。
主要情報
Nello Mainolfi
最高経営責任者
US$8.5m
報酬総額
| CEO給与比率 | 8.11% |
| CEO在任期間 | 7.2yrs |
| CEOの所有権 | 0.8% |
| 経営陣の平均在職期間 | 1.1yrs |
| 取締役会の平均在任期間 | 5.9yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Jul 30
KYMR: Accelerated Atopic Dermatitis Trials Will Drive Bullish Protein Degrader Outlook
Kymera Therapeutics' fair value estimate has moved from $123.76 to $127.52 as analysts reflect higher price targets linked to faster KT-621 trial timelines in atopic dermatitis, early completion of BROADEN2 enrollment, and the potential validation of its protein degradation platform through upcoming KT-579 data. Analyst Commentary Recent Street research on Kymera Therapeutics centers on two main themes.
ナラティブ更新 • Jul 16
KYMR: Early Completion Of Key Trial Will Reframe Atopic Dermatitis Opportunity
Kymera Therapeutics' updated analyst price target moves from $138.00 to about $148.01 as analysts factor in the earlier than expected completion of KT-621's Phase 2b BROADEN enrollment, revised timelines for atopic dermatitis data, and growing interest in the potential for an oral therapy with Dupixent-like efficacy and possible M&A appeal. Analyst Commentary Bullish analysts covering Kymera Therapeutics are largely focused on KT-621 and the accelerated progress of the BROADEN2 Phase 2b trial in atopic dermatitis, with several research desks adjusting models and timing assumptions to reflect the earlier enrollment completion and updated readout plans.Seeking Alpha • Jul 03
Kymera: Building Toward A Defining 2H26 Moment
Summary Kymera Therapeutics is rated Buy ahead of the 2H26 KT-621 Phase 2b readout, seen as a key inflection point. KT-621, a first-in-class oral STAT6 degrader, targets large, expanding markets in atopic dermatitis and other type 2 inflammatory diseases. Rapid trial enrollment, a strong balance sheet ($1.55B cash), and external validation position KYMR for potential high-value partnerships and lifecycle expansion. Valuation is elevated (EV/sales 154x), reflecting high expectations for clinical and commercial success, with limited margin for error if outcomes disappoint. Read the full article on Seeking Alphaナラティブ更新 • Jul 02
KYMR: Earlier Trial Completion And Oral Degrader Data Will Shape Balanced Outlook
Kymera Therapeutics’ fair value estimate increased from $119.19 to $123.76 as analysts lifted price targets into a $125 to $155 range, citing earlier than expected BROADEN2 trial enrollment completion for KT-621 in atopic dermatitis, accelerated timelines for key readouts and launch planning, and large modeled peak sales potential of $6 billion for the lead asset. Analyst Commentary Recent Street research around Kymera Therapeutics centers on how the BROADEN2 timeline shift and KT-621 opportunity could affect both valuation and execution risk.分析記事 • Jun 21
Kymera Therapeutics (KYMR) Stock Could Be 24% Undervalued After KT 621 And KT 579 Data
Kymera Therapeutics (KYMR) is back in focus after sharing new data on its protein degrader pipeline, including Phase 1 results for KT-621 in healthy Japanese adults and expanded preclinical findings for lupus candidate KT-579. See our latest analysis for Kymera Therapeutics. Kymera Therapeutics’ recent KT-621 and KT-579 readouts arrive after a period of strong momentum, with the latest share price at $90.43, a 30 day share price return of 14.63% and a one year total shareholder return of...ナラティブ更新 • Jun 18
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Kymera Therapeutics sees its analyst fair value estimate adjusted slightly higher to about $119 per share as analysts incorporate updated views on its discount rate, revenue trajectory, profitability assumptions, and a lower, still very large forward P/E multiple following recent research, including a refreshed price target cut from one firm and new bullish coverage from another. Analyst Commentary Recent Street research on Kymera Therapeutics highlights a mix of optimism around the company’s long term opportunity and caution around execution risks and valuation assumptions embedded in the new fair value estimate.ナラティブ更新 • Jun 02
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Narrative Update: Kymera Therapeutics Analysts have trimmed their average price target on Kymera Therapeutics by about $0.58 to reflect slightly higher discount rate assumptions and more cautious revenue growth forecasts, partly offset by a stronger expected profit margin and a lower projected future P/E. This follows mixed but generally constructive recent coverage from Canaccord, Morgan Stanley, and Jefferies.ナラティブ更新 • May 06
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Leadership
Analysts have made a small downward adjustment to Kymera Therapeutics' modeled fair value, trimming the target by about $0.29 as they factor in more cautious revenue growth and profit margin assumptions while still highlighting the potential of the oral STAT6 degrader platform and broader degrader pipeline. Analyst Commentary Recent Street research on Kymera Therapeutics centers on how much value to put on the oral STAT6 degrader KT-621 and the broader degrader pipeline, with several firms revising price targets while maintaining generally constructive views on the long term opportunity.ナラティブ更新 • Apr 21
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.ナラティブ更新 • Apr 07
KYMR: 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.ナラティブ更新 • Mar 23
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.ナラティブ更新 • Mar 07
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.ナラティブ更新 • Feb 20
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.ナラティブ更新 • Feb 05
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.ナラティブ更新 • Jan 22
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.ナラティブ更新 • Jan 08
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.ナラティブ更新 • Dec 15
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.ナラティブ更新 • Nov 30
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.ナラティブ更新 • Nov 16
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.ナラティブ更新 • Nov 01
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.ナラティブ更新 • Oct 18
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.ナラティブ更新 • Oct 04
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.分析記事 • Aug 14
Earnings Update: Kymera Therapeutics, Inc. (NASDAQ:KYMR) Just Reported And Analysts Are Boosting Their Estimates
As you might know, Kymera Therapeutics, Inc. ( NASDAQ:KYMR ) last week released its latest second-quarter, and things...
新しいナラティブ • Mar 21
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.Seeking Alpha • Feb 19
Kymera Therapeutics: Plenty Of Potential, But A Long Way From The Finish Line
Summary Today, I circle back to Kymera Therapeutics, which is focused on developing small-molecule therapeutics that degrade disease-causing proteins. The company's pipeline has several 'shots on goal', targeting potentially very large indications and is partnered with drug giant Sanofi for its lead candidate. Kymera has $900 million in cash and no long-term debt, funding operations into mid-2027. An updated analysis around Kymera Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Kymera: Protein Degradation Could Drive Dupixent-Like Value
Summary Kymera Therapeutics' KT-474, partnered with Sanofi, is in Phase 2 trials for Hidradenitis Suppurativa and Atopic Dermatitis, with completion of studies expected mid-2026. KT-621, a STAT6 degrader for immuno-inflammatory disorders, shows promise with Phase 1 data expected in the first half of 2025. The company has $911 million in cash, sufficient to fund operations into mid-2027, covering key milestones and pipeline developments. KT-295 is another candidate in its pipeline, being developed as a TYK2 protein degrader to target inflammatory disorders like IBD. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
Kymera's Protein Degradation Technology: A Promising Bet For Long-Term Biotech Investors
Summary Kymera Therapeutics' innovative TPD technology degrades disease-causing proteins, with promising candidates like KT-474 and KT-621 targeting large TAMs in immunology and oncology. The company's approach leverages the body’s proteasome system to degrade harmful proteins. This could lead to safer and less invasive treatments. Kymera's cash runway of approximately 4.9 years is expected to support the advancement of its pipeline until 2027. I believe the company's strong cash runway and strategic partnership with Sanofi bolster its financial stability and expedite KT-474's development and market adoption. Despite clinical trial risks, KYMR's promising IP and large market potential make it a compelling long-term investment, rated a "Buy" for informed biotech investors. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$300m |
| Mar 31 2026 | n/a | n/a | -US$315m |
| Dec 31 2025 | US$9m | US$693k | -US$311m |
| Sep 30 2025 | n/a | n/a | -US$295m |
| Jun 30 2025 | n/a | n/a | -US$275m |
| Mar 31 2025 | n/a | n/a | -US$241m |
| Dec 31 2024 | US$15m | US$670k | -US$224m |
| Sep 30 2024 | n/a | n/a | -US$167m |
| Jun 30 2024 | n/a | n/a | -US$158m |
| Mar 31 2024 | n/a | n/a | -US$155m |
| Dec 31 2023 | US$10m | US$640k | -US$147m |
| Sep 30 2023 | n/a | n/a | -US$167m |
| Jun 30 2023 | n/a | n/a | -US$158m |
| Mar 31 2023 | n/a | n/a | -US$159m |
| Dec 31 2022 | US$7m | US$600k | -US$155m |
| Sep 30 2022 | n/a | n/a | -US$154m |
| Jun 30 2022 | n/a | n/a | -US$139m |
| Mar 31 2022 | n/a | n/a | -US$124m |
| Dec 31 2021 | US$12m | US$571k | -US$100m |
| Sep 30 2021 | n/a | n/a | -US$79m |
| Jun 30 2021 | n/a | n/a | -US$58m |
| Mar 31 2021 | n/a | n/a | -US$48m |
| Dec 31 2020 | US$4m | US$454k | -US$55m |
| Sep 30 2020 | n/a | n/a | -US$53m |
| Jun 30 2020 | n/a | n/a | -US$57m |
| Mar 31 2020 | n/a | n/a | -US$52m |
| Dec 31 2019 | US$2m | US$362k | -US$41m |
報酬と市場: Nelloの 総報酬 ($USD 8.55M ) は、 US市場 ($USD 8.29M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Nelloの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Nello Mainolfi (47 yo)
7.2yrs
在職期間
US$8,545,609
報酬
Dr. Nello Mainolfi, M.D., Ph D., is Co-Founder, President, Chief Executive Officer and Director at Kymera Therapeutics, Inc. since November 2019. Previously, at Kymera Therapeutics, Dr. Mainolfi served as...
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 |
|---|---|---|---|---|
| Co-Founder | 7.2yrs | US$8.55m | 0.80% $ 71.7m | |
| Chief Financial Officer | 7.1yrs | US$2.90m | 0.24% $ 21.2m | |
| Chief Legal Officer & Corporate Secretary | less than a year | US$6.37m | 0% $ 0 | |
| Advisor | 7.9yrs | US$2.91m | 0.086% $ 7.7m | |
| Chief Business Officer | 1.3yrs | US$3.28m | 0.00055% $ 49.2k | |
| Vice President of Investor Relations | 3.6yrs | データなし | データなし | |
| Chief Development Officer | less than a year | データなし | データなし | |
| SVP of Corporate Strategy | less than a year | データなし | データなし | |
| Head of Research | 5.3yrs | データなし | データなし | |
| Advisor | less than a year | US$3.46m | 0.0024% $ 211.9k | |
| Senior Vice President of Development Operations | less than a year | データなし | データなし | |
| Senior VP & KT-621 Development Program Leader | less than a year | データなし | データなし |
1.1yrs
平均在職期間
56.5yo
平均年齢
経験豊富な経営陣: KYMRの経営陣は 経験豊富 とはみなされません ( 1.1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 |
|---|---|---|---|---|
| Co-Founder | 6.8yrs | US$8.55m | 0.80% $ 71.7m | |
| Independent Director | 4.6yrs | US$620.50k | 0% $ 0 | |
| Independent Chairman | 2.4yrs | US$636.87k | データなし | |
| Independent Director | 5.4yrs | US$633.00k | 0% $ 0 | |
| Independent Director | 10.9yrs | US$643.00k | 0% $ 0 | |
| Independent Director | 6.1yrs | US$638.00k | 0% $ 0 | |
| Independent Director | 5.9yrs | US$630.58k | 0.0012% $ 107.3k | |
| Independent Director | 3.8yrs | US$613.00k | 0% $ 0 | |
| Independent Director | 6.4yrs | US$618.00k | 0% $ 0 |
5.9yrs
平均在職期間
52yo
平均年齢
経験豊富なボード: KYMRの 取締役会 は 経験豊富 であると考えられます ( 5.9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 | 2026/08/10 12:36 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/06/30 |
| 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 |
|
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| 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
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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Kymera Therapeutics, Inc. 22 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。39
| アナリスト | 機関 |
|---|---|
| Etzer Darout | Barclays |
| Eliana Merle | Barclays |
| Zhiqiang Shu | Berenberg |