Ligand Pharmaceuticals（LGND）株式概要
ライガンド・ファーマシューティカルズ・インコーポレイテッドは、バイオ医薬品資産の開発とライセンスを世界中で行っているバイオ医薬品企業である。 詳細
LGND Community Fair Values
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Analyst Price Targets
Ligand Pharmaceuticals Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$237.00 |
| 52週高値 | US$247.38 |
| 52週安値 | US$103.43 |
| ベータ | 1.04 |
| 1ヶ月の変化 | 7.04% |
| 3ヶ月変化 | 11.64% |
| 1年変化 | 116.48% |
| 3年間の変化 | 220.10% |
| 5年間の変化 | 92.59% |
| IPOからの変化 | 294.98% |
最新ニュース
Recent updates
ナラティブの更新 • Jun 01
LGND: Expanded Royalty Portfolio And IP Duration Will Shape Future Upside
Analysts have raised their price target on Ligand Pharmaceuticals to $277.60 from $246.70, citing updated royalty assumptions around Filspari and revised expectations for revenue growth, margins and future P/E multiples. Analyst Commentary Recent research updates on Ligand Pharmaceuticals focus largely on changes to price targets, revisions to royalty assumptions around Filspari, and views on how the company can execute against its earnings plans.ナラティブの更新 • Apr 19
LGND: Royalty Portfolio And Partner Execution Will Shape Balanced Future Outlook
Ligand Pharmaceuticals' analyst price target has been nudged higher to about $247 from roughly $245, as analysts factor in slightly stronger modeled revenue growth, profit margins, and a modestly higher future P/E based on recent royalty pipeline updates and fresh coverage on the Street. Analyst Commentary Recent Street research on Ligand points to a cluster of higher price targets, fresh coverage and updated royalty assumptions, all of which feed into how analysts are thinking about valuation, execution risk and growth potential for the royalty portfolio.ナラティブの更新 • Apr 04
LGND: Royalty Pipeline And Phase 3 Progress Will Drive Future Upside
Analysts have nudged their price target for Ligand Pharmaceuticals to $245.10 from $244.50, reflecting updated views on higher potential revenue growth, a much wider projected profit margin, and a lower future P/E assumption in recent research. Analyst Commentary Recent research on Ligand Pharmaceuticals has been active, with several firms adjusting price targets and reiterating positive views on the company’s royalty driven model and pipeline exposure.ナラティブの更新 • Mar 21
LGND: Royalty Portfolio And Phase 3 Readout Will Support Future Upside
Analysts made a small adjustment to Ligand Pharmaceuticals' fair value estimate to $244.50 per share, reflecting updated modeling around its broad royalty portfolio and recent confidence in QTORIN related cash flow potential cited in recent price target and rating updates. Analyst Commentary Recent Street commentary around Ligand Pharmaceuticals centers on the breadth of its royalty portfolio, the progress of QTORIN, and how these factors could influence earnings power and valuation over time.ナラティブの更新 • Mar 06
LGND: Royalty Portfolio And 2026 Revenue Mix Will Support Future Upside
The analyst price target for Ligand Pharmaceuticals has been raised by $1.11. Analysts point to steady royalty revenue and increased expectations around QTORIN's potential following positive Phase 3 data as key supports for the updated valuation assumptions.ナラティブの更新 • Feb 19
LGND: Stable Fair Value And 2026 Revenue Mix Will Support Future Earnings
Analysts have modestly adjusted their price target on Ligand Pharmaceuticals, reflecting a slightly higher discount rate and a lower future P/E assumption, while keeping their fair value estimate effectively unchanged at $243.44. Analyst Commentary Recent Street research around Legence provides context for how analysts are thinking about valuation, execution, and growth drivers that may be relevant for investors following Ligand Pharmaceuticals, especially around themes such as data center demand, healthcare exposure, and capital allocation.ナラティブの更新 • Feb 05
LGND: Raised 2025 Guidance And Solid Quarter Will Support Future Earnings Power
Analysts have raised their price target on Ligand Pharmaceuticals to $234 from $185, reflecting their view that recent quarterly results and the 2025 guidance update support a higher valuation range for the shares. Analyst Commentary Recent research commentary around Ligand Pharmaceuticals centers on how the latest quarterly results and the 2025 guidance update feed into a higher valuation range, with US$234 now set as a new price target by one major firm.Seeking Alpha • Jan 28
Ligand Pharmaceuticals: 2026 Guidance May Already Be Included In Current Valuation
Summary Ligand Pharmaceuticals (LGND) is a royalty investor in late-stage biopharma, with revenue and EPS growth driven by a robust portfolio. LGND expects royalty revenue to compound at a 23% CAGR through 2030, fueled by assets like Filspari, Ohtuvayre, and Zelsuvmi. Despite strong fundamentals and guidance, current valuation already prices in much of the anticipated 2026 growth; I rate LGND a Hold. Key risks include Filspari's regulatory uncertainty for FSGS and potential exclusivity loss on legacy royalty streams. Read the full article on Seeking Alphaナラティブの更新 • Jan 22
LGND: Royalty Model And 2025 Guidance Raise Will Drive Future Earnings Power
Analysts have nudged their price targets on Ligand Pharmaceuticals higher into the low $230s, citing what they describe as strong recent quarterly results, raised 2025 guidance, and ongoing business development activity as key supports for the updated outlook. Analyst Commentary Recent research on Ligand Pharmaceuticals has focused on the implications of its latest quarter and the updated 2025 outlook, with several firms lifting their price targets into a tight range around the low US$230s.ナラティブの更新 • Jan 08
LGND: Royalty Model And 2025 Guidance Raise Will Support Earnings Power
Narrative Update Analysts have lifted their price target on Ligand Pharmaceuticals to the mid $230s, reflecting recent target increases to $234 and $231. They attribute these changes to what they describe as solid quarterly results, a 2025 guidance raise, and ongoing business development activity.ナラティブの更新 • Dec 24
LGND: Royalty Model Will Support Expanding Margins And Multi Year Earnings Power
Analysts have nudged their consolidated fair value estimate for Ligand Pharmaceuticals modestly higher to approximately $243 from $238 per share, citing stronger than previously modeled profitability, resilient margin expansion, and the continued validation of the company’s royalty driven model in recent research updates that raised price targets into the low $230s. Analyst Commentary Bullish analysts point to the latest price target increases into the low to mid $230s as evidence that Ligand is executing above prior expectations, with stronger earnings power and higher quality of revenue than previously modeled.ナラティブの更新 • Dec 09
LGND: Expanded Deal Pipeline Will Drive Multi Year Earnings Power
Analysts have nudged their average price target on Ligand Pharmaceuticals higher to the mid 230 dollar range. This reflects confidence in the company’s strong recent quarter, raised 2025 guidance, and a business model that continues to deliver robust earnings and margin performance.ナラティブの更新 • Nov 25
LGND: Upcoming Business Development Activity Will Drive Financial Momentum Into 2025
Ligand Pharmaceuticals' analyst price target increased from $206 to $238. Analysts cited better-than-expected quarterly results, raised future guidance, and continued strong business development activity as key drivers for the upward revision.ナラティブの更新 • Nov 07
LGND: Capital Flexibility And Business Model Will Shape Mid-Term Performance Outlook
Ligand Pharmaceuticals’ analyst price target has increased from $183.13 to $206.25. Analysts cite robust Q3 results and an ongoing strong business development model as key drivers for the upward revision.ナラティブの更新 • Sep 13
Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach
Ligand Pharmaceuticals’ consensus price target was raised from $178.12 to $183.12, reflecting analysts’ confidence in its strengthened capital position following a successful $460M convertible debt offering, robust revenue and earnings guidance, and a track record of prudent capital allocation and royalty portfolio wins. Analyst Commentary Market enthusiasm following Ligand's successful $460M convertible debt offering, which provided $385M in net capital and included a $45M bond hedge mitigating dilution up to $294/share, as well as a $15M share repurchase.ナラティブの更新 • Aug 29
Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach
Ligand Pharmaceuticals' consensus price target was raised to $173.38, reflecting better-than-expected Q2 results, higher FY25 revenue and EPS guidance, growing investor confidence in its royalty portfolio, and successful strategic investments. Analyst Commentary Better-than-expected Q2 results and an increase in FY25 guidance, indicating improved near-term financial performance.ナラティブの更新 • Aug 08
Expanding Royalty Portfolio Will Strengthen Global Healthcare Reach
Ligand Pharmaceuticals’ consensus price target has increased to $154.75, primarily driven by a notable surge in net profit margin and a sharp reduction in future P/E, indicating improved profitability and valuation. What's in the News Ligand Pharmaceuticals raised 2025 revenue guidance to $200–225 million from $180–200 million.Seeking Alpha • Apr 20
Revisiting Ligand Pharmaceuticals, Ready To Accumulate If Shares Dip Below $100
Summary Ligand Pharmaceuticals' diversified royalty platform offers strong biotech exposure with reduced risk, supported by robust royalty revenue growth and a solid cash position. Despite a 28% royalty revenue growth in 2024, Ligand's stock is fairly priced at around $97 based on our calculations. Key assets like Captisol, Qarziba, Ohtuvayre, and Filspari drive revenue, but clinical setbacks or commercial execution risks could impact future growth. Downgrade from Buy to Hold due to current valuation; consider accumulating shares if the stock drops below $100. Read the full article on Seeking Alpha分析記事 • Feb 25
Ligand Pharmaceuticals Incorporated's (NASDAQ:LGND) Share Price Matching Investor Opinion
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Feb 03
Looking Back On Ligand Pharmaceuticals
Summary Today, I am circling back to Ligand Pharmaceuticals for the first time since late 2023. The stock has had a nice run in recent months and management has a solid game plan to grow revenues at north of 20% annually in the years ahead. Analysts are universally optimistic, with multiple Buy ratings and price targets ranging from $135 to $160 a share. An updated analysis around Ligand Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
Ligand Pharmaceuticals: Buy This Strong Growing Pharma And Get A Stake In Dozens Of Therapies
Summary I continue to rate Ligand Pharmaceuticals stock as a "Buy" citing strong liquidity and a clean balance sheet. Its Q3 2024 earnings report beat on the top and bottom lines raising prior guidance, reinforcing my confidence in the company's performance. This analysis references Q3 2024 financial results press release, earnings conference call, presentation, 10-Q, and the latest 10-K. Ligand's solid financial position and consistent performance make it a positive investment choice. Read the full article on Seeking Alpha分析記事 • Oct 31
Market Participants Recognise Ligand Pharmaceuticals Incorporated's (NASDAQ:LGND) Earnings
With a price-to-earnings (or "P/E") ratio of 47.6x Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) may be sending...
新しいナラティブ • Sep 12
Expanding Royalty Portfolio And Calculated Acquisitions Set To Skyrocket Revenue And Margins
Significant investment in new opportunities and acquisitions, including Apeiron Biologics, aimed at increasing royalty revenue and diversifying the revenue base.Seeking Alpha • Jul 29
Ligand Pharmaceuticals: Solid Performer Performing Solidly
Summary Ligand Pharmaceuticals has seen over a 50% increase in share value since its Q1 earnings report. Recent positive developments include new deals, regulatory successes, and raising 2024 guidance. A new deal of close to $200 million with Agenus and $100 million acquisition of APEIRON contribute to the positive outlook. Read the full article on Seeking Alpha分析記事 • Jul 18
Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) shares have been powering on, with a...分析記事 • Jun 29
Should You Be Adding Ligand Pharmaceuticals (NASDAQ:LGND) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • May 23
Subdued Growth No Barrier To Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) With Shares Advancing 27%
Ligand Pharmaceuticals Incorporated ( NASDAQ:LGND ) shares have had a really impressive month, gaining 27% after a...Seeking Alpha • Apr 30
Ligand: Buy This Pharma Royalty Aggregator To Generate Growth In Your Portfolio
Summary Royalty Aggregators like Royalty Pharma, Ligand, and XOMA are gaining popularity in the biotech industry. These companies buy up royalty rights to pharmaceutical products, providing upfront cash to biotech companies. This allows biotech companies to access immediate funds for research and development, while the aggregators earn a return on their investment. Read the full article on Seeking Alpha分析記事 • Dec 19
Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) Not Flying Under The Radar
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...分析記事 • Jun 14
Is Now The Time To Put Ligand Pharmaceuticals (NASDAQ:LGND) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • May 29
We Think Ligand Pharmaceuticals (NASDAQ:LGND) Can Stay On Top Of Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 07
Are Investors Undervaluing Ligand Pharmaceuticals Incorporated (NASDAQ:LGND) By 45%?
Key Insights Ligand Pharmaceuticals' estimated fair value is US$144 based on 2 Stage Free Cash Flow to Equity Current...株主還元
| LGND | US Pharmaceuticals | US 市場 | |
|---|---|---|---|
| 7D | 3.1% | 3.3% | -2.5% |
| 1Y | 116.5% | 40.0% | 22.7% |
業界別リターン: LGND過去 1 年間で40 % 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: LGND過去 1 年間で22.7 % の収益を上げたUS市場を上回りました。
価格変動
| LGND volatility | |
|---|---|
| LGND Average Weekly Movement | 6.3% |
| Pharmaceuticals Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LGND 、 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: LGNDの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1987 | 47 | Todd Davis | www.ligand.com |
バイオ医薬品会社であるライガンド・ファーマシューティカルズ・インコーポレーテッドは、世界中でバイオ医薬品資産の開発とライセンス供与を行っている。感染症治療薬としてプラデホビル、ポサコナゾール、ボリコナゾール、キャプバキシブ、NOXAFIL、MenFive、ZELSUVMI、多発性骨髄腫治療薬としてEVOMELA、KYPROLIS、免疫グロブリンa腎症治療薬としてFILSPARI、小児の肺炎球菌性肺炎対策として肺炎球菌結合型ワクチンPNEUMOSIL、神経芽腫治療薬としてQARZIBAを提供している。また、骨粗鬆症治療薬テリパラチド注射剤、成人および小児の急性リンパ芽球性白血病またはリンパ芽球性リンパ腫を対象とした遺伝子組換えエルビニアアスパラギナーゼ製剤ライラゼ、8歳以上の成人および小児のステージ2の1型糖尿病患者におけるステージ3の1型糖尿病の発症遅延を適応とするCD3指向性抗体TZIELD、肺炎球菌血清型による侵襲性疾患の予防薬VAXNEUVANCEも提供している。さらに、更年期障害の治療薬デュアビー、神経内科の治療薬フロバトリプタン、中枢神経系の治療薬FYCOMPAとSESQUIENT、循環器内科の治療薬MEKINIST、アミオダロンのカプチゾール対応製剤Nexterone、COVID-19の抗ウイルス治療薬VEKLURY、骨粗鬆症の治療薬Viviantを提供している。さらに、がん治療薬としてACLX-002、シフォラデナント、UGN-301、バイライト、MB07133、BOT/BAL、ラソフォキシフェン、呼吸器疾患治療薬としてエンシフェントリン、希少疾患治療薬としてQTORINを開発している；腎臓疾患治療薬Sparsentan、肝臓疾患治療薬VK2809、急性カンナビノイド中毒治療薬ANEB-001、眼科疾患治療薬Reproxalap、希少疾患治療薬VK0214、筋骨格系疾患治療薬VK5211。同社は1987年に設立され、フロリダ州ジュピターに本社を置いている。
Ligand Pharmaceuticals Incorporated 基礎のまとめ
| LGND 基礎統計学 | |
|---|---|
| 時価総額 | US$4.75b |
| 収益（TTM） | US$153.56m |
| 売上高(TTM) | US$274.48m |
30.9x
PER（株価収益率17.3x
P/SレシオLGND は割高か？
公正価値と評価分析を参照収益と収入
| LGND 損益計算書（TTM） | |
|---|---|
| 収益 | US$274.48m |
| 売上原価 | US$46.22m |
| 売上総利益 | US$228.26m |
| その他の費用 | US$74.70m |
| 収益 | US$153.56m |
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） | 7.66 |
| グロス・マージン | 83.16% |
| 純利益率 | 55.95% |
| 有利子負債／自己資本比率 | 44.8% |
LGND 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 | 2026/06/08 13:03 |
| 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 |
| |
| 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
Ligand Pharmaceuticals Incorporated 8 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。20
| アナリスト | 機関 |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Robert Wasserman | Benchmark Company |
| Jason Zemansky | BofA Global Research |