MacroGenics, Inc.

NasdaqGS:MGNX 株式レポート

時価総額:US$287.9m

MacroGenics マネジメント

マネジメント 基準チェック /34

MacroGenicsの CEO はEric Risserで、 Aug2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 2.08Mで、 27%給与と73%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0.12%を直接所有しており、その価値は$ 349.57K 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と8.5年です。

主要情報

Eric Risser

最高経営責任者

US$2.1m

報酬総額

CEO給与比率27.01%
CEO在任期間less than a year
CEOの所有権0.1%
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間8.5yrs

経営陣の近況

Recent updates

ナラティブの更新 May 21

MGNX: Antibody Drug Conjugate Progress Will Drive Future Upside Potential

Analysts have lifted their price target on MacroGenics to $6.75 from $3.75, citing updated assumptions on revenue trends, profitability and a lower expected P/E multiple, as well as recent positive research following the Tubulis deal and ongoing antibody drug conjugate progress. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price targets as a reflection of updated assumptions on revenue trends and profitability, suggesting they see the current valuation as more aligned with their revised models.
ナラティブの更新 Apr 26

MGNX: Antibody Drug Conjugate Pipeline And 2026 Data Will Drive Repricing

Narrative Update on MacroGenics Analysts have raised their price targets on MacroGenics by $2 to $4. They cite updated revenue assumptions and interest in the company’s antibody drug conjugate pipeline as key factors behind the change.
ナラティブの更新 Apr 12

MGNX: Antibody Drug Conjugate Pipeline And Tubulus Deal Will Drive Repricing

Analysts raised their price target for MacroGenics from $5.00 to $9.00, citing updated assumptions for potential revenue growth, slightly higher profit margins, a lower discount rate and recent positive sentiment following the Tubulus deal and the outlook for antibody-drug conjugate data. Analyst Commentary Bullish analysts are pointing to recent research updates as a sign that expectations for MacroGenics are shifting toward a more constructive view, with price targets and ratings adjusted to reflect changing assumptions around future execution and potential revenue streams.
Seeking Alpha Apr 10

MacroGenics: Oncology Opportunities In Play, But Investing Feels Like A Gamble

Summary MacroGenics (MGNX) is rated Hold, reflecting significant upside potential but high risk and a limited funding runway beyond 2027. MGNX’s pipeline includes antibody drug conjugates and lorigerlimab, with the latter’s Phase 2 clinical hold recently lifted by the FDA. Key 2026 catalysts include clinical data from MGC026, MGC028, and the LINNET study, plus an IND submission for MGC030. Despite past setbacks and a $190m cash position, MGNX’s current valuation implies little pipeline value, making study success critical for future funding. Read the full article on Seeking Alpha
分析記事 Jan 06

There's No Escaping MacroGenics, Inc.'s (NASDAQ:MGNX) Muted Revenues Despite A 26% Share Price Rise

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
ナラティブの更新 Sep 25

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

The consensus analyst price target for MacroGenics increased to $3.75, primarily reflecting a higher expected future P/E multiple despite a decline in net profit margin. What's in the News Eric Risser appointed Chief Executive Officer, succeeding long-time CEO Scott Koenig; Risser has extensive company and industry experience, having led corporate development efforts that generated $1.6 billion in non-dilutive capital.
分析記事 Sep 08

MacroGenics, Inc.'s (NASDAQ:MGNX) Share Price Boosted 30% But Its Business Prospects Need A Lift Too

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders would be excited to see that the share price has had a great month...
ナラティブの更新 Aug 16

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

Despite an improving net profit margin and a sharply lower future P/E multiple reflecting more attractive valuation, the consensus analyst price target for MacroGenics has been notably reduced from $4.20 to $3.40. What's in the News Eric Risser appointed CEO, succeeding longtime leader Scott Koenig; Risser brings significant operational and business development experience, including generating over $1.6 billion in non-dilutive capital for the company.
分析記事 Jul 24

MacroGenics, Inc. (NASDAQ:MGNX) Surges 37% Yet Its Low P/S Is No Reason For Excitement

MacroGenics, Inc. ( NASDAQ:MGNX ) shares have had a really impressive month, gaining 37% after a shaky period...
分析記事 May 21

Analyst Forecasts For MacroGenics, Inc. (NASDAQ:MGNX) Are Surging Higher

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders will have a reason to smile today, with the analysts making substantial...
分析記事 Apr 14

MacroGenics, Inc. (NASDAQ:MGNX) Looks Inexpensive After Falling 42% But Perhaps Not Attractive Enough

Unfortunately for some shareholders, the MacroGenics, Inc. ( NASDAQ:MGNX ) share price has dived 42% in the last thirty...
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新しいナラティブ Apr 02

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

Future revenue growth potential hinges on successful trial outcomes and product approvals in ongoing and upcoming clinical studies.
分析記事 Feb 28

MacroGenics, Inc. (NASDAQ:MGNX) Not Doing Enough For Some Investors As Its Shares Slump 26%

Unfortunately for some shareholders, the MacroGenics, Inc. ( NASDAQ:MGNX ) share price has dived 26% in the last thirty...
Seeking Alpha Feb 27

MacroGenics: Stacking Up A Lot Of Headwinds... But It's Fallen Too Far

Summary MacroGenics' valuation has declined due to continued bad news in 2024, impacting market sentiment. MGNX holds $179.6M in cash and equivalents, with a sustainable cash burn rate for up to 5 years. Sale of the margetuximab franchise poises the company for further financial stability. Operating expenses are expected to rise as clinical programs advance, with management projecting a cash runway into 2026. I think this is a conservative estimate. Although a lot has changed, I think these price levels are attractive for a tentative investment based on catalysts I anticipate in 2025 and beyond. Read the full article on Seeking Alpha
Seeking Alpha Dec 05

MacroGenics: A Productive Biotech With Growing Potential - Still Not A Buy

Summary MacroGenix was previously rated as a "Hold" due to uncertain revenue streams and high annual expenses of ~$300 million. Since the initial rating, MacroGenix's stock has dropped approximately 33%, reflecting ongoing financial challenges. The company's reliance on episodic milestones and minimal product revenues makes it unattractive for new investors. Existing investors might accept the risk, but the current financial outlook remains unattractive for prospective buyers. Read the full article on Seeking Alpha
分析記事 Aug 01

Party Time: Brokers Just Made Major Increases To Their MacroGenics, Inc. (NASDAQ:MGNX) Earnings Forecasts

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders will have a reason to smile today, with the analysts making substantial...
分析記事 Jul 30

MacroGenics, Inc.'s (NASDAQ:MGNX) Share Price Boosted 29% But Its Business Prospects Need A Lift Too

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...
分析記事 Jul 12

We're A Little Worried About MacroGenics' (NASDAQ:MGNX) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 May 13

MacroGenics, Inc.'s (NASDAQ:MGNX) 81% Dip In Price Shows Sentiment Is Matching Revenues

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha May 13

MacroGenics: Strong Likelihood Bad News Has Caused Overreaction (Rating Upgrade)

Summary Macrogenics' stock valuation has dropped over 70% after its first quarter update, creating a new opportunity for investors. The spotlight is on their product vobramitamab duocarmazine, and the phase 2 TAMARACK trial. Macrogenics has between 4 and 5 quarters of cash and investments on hand. Read the full article on Seeking Alpha
Seeking Alpha Apr 05

MacroGenics: Positive Safety Update Leads To Two Major Inflection Points In 2024

Summary Positive safety update released from phase 2 TAMARACK study, using vobra duo for the treatment of patients with metastatic castration-resistant prostate cancer. Updates to interim data from the phase 2 TAMARACK study expected by May 31st of 2024. Radiographic progression-free survival data from the phase 2 TAMARACK study, expected by fall of 2024. The global prostate cancer market size is estimated to reach $27.51 billion by 2032. Read the full article on Seeking Alpha
分析記事 Feb 28

MacroGenics, Inc. (NASDAQ:MGNX) Surges 27% Yet Its Low P/S Is No Reason For Excitement

Despite an already strong run, MacroGenics, Inc. ( NASDAQ:MGNX ) shares have been powering on, with a gain of 27% in...
Seeking Alpha Feb 15

MacroGenics: Trying To Build A Better Everything

Summary MacroGenics, Inc. has a pipeline of promising drugs including Vobramitamab Duocarmazine, Lorigerlimab, Tebotelimab, MGD024, and IMGC936. The company has a strong financial position as of their latest report. MacroGenics faces both strengths and risks in their drug development and commercialization efforts. Read the full article on Seeking Alpha
分析記事 Jan 09

There's No Escaping MacroGenics, Inc.'s (NASDAQ:MGNX) Muted Revenues

With a price-to-sales (or "P/S") ratio of 5.4x MacroGenics, Inc. ( NASDAQ:MGNX ) may be sending very bullish signals at...

CEO報酬分析

MacroGenics の収益と比較して、Eric Risser 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$70m

Dec 31 2025US$2mUS$562k

-US$75m

Sep 30 2025n/an/a

-US$76m

Jun 30 2025n/an/a

-US$36m

Mar 31 2025n/an/a

-US$56m

Dec 31 2024n/an/a

-US$67m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$136m

Mar 31 2024n/an/a

-US$23m

Dec 31 2023n/an/a

-US$9m

Sep 30 2023n/an/a

US$50m

Jun 30 2023n/an/a

US$7m

Mar 31 2023n/an/a

-US$91m

Dec 31 2022US$2mUS$461k

-US$120m

Sep 30 2022n/an/a

-US$191m

Jun 30 2022n/an/a

-US$219m

Mar 31 2022n/an/a

-US$217m

Dec 31 2021US$2mUS$428k

-US$202m

Sep 30 2021n/an/a

-US$146m

Jun 30 2021n/an/a

-US$129m

Mar 31 2021n/an/a

-US$136m

Dec 31 2020US$1mUS$431k

-US$130m

Sep 30 2020n/an/a

-US$158m

Jun 30 2020n/an/a

-US$167m

Mar 31 2020n/an/a

-US$152m

Dec 31 2019US$2mUS$388k

-US$152m

報酬と市場: Ericの 総報酬 ($USD 2.08M ) は、 US市場 ($USD 1.66M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Eric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

Eric Risser (52 yo)

less than a year
在職期間
US$2,078,854
報酬

Mr. Eric Blasius Risser is President, Chief Executive Officer and Director at MacroGenics, Inc. since August 13, 2025. He served as Chief Operating Officer at MacroGenics, Inc. since February 22, 2022 unti...


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
Eric Risser
CEO, President & Directorless than a yearUS$2.08m0.12%
$ 349.6k
James Karrels
Senior VP & CFO18yrsUS$1.15m0.32%
$ 933.3k
Ezio Bonvini
Senior VP of Research & Chief Scientific Officer9.7yrsUS$1.22m0.23%
$ 660.5k
Thomas Spitznagel
Senior Vice President of Technical Operations3.5yrsUS$1.88m0.061%
$ 174.6k
Jeffrey Peters
Senior VP8.9yrsデータなし0.049%
$ 140.9k
Steve Harig
Senior Vice President of Human Resourcesno dataデータなしデータなし
Harish Krishnaswamy
Senior Vice President of Business Development & Portfolio Planningless than a yearデータなしデータなし
Frank Perabo
Vice President & Interim Head of Clinical Developmentless than a yearデータなしデータなし
Beth Smith
VP, Controller & Treasurer1.5yrsデータなし0.020%
$ 57.9k
2.5yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: MGNXの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Eric Risser
CEO, President & Directorless than a yearUS$2.08m0.12%
$ 349.6k
David Stump
Independent Director12.7yrsUS$95.86k0.023%
$ 66.8k
Federica O'Brien
Independent Director5.3yrsUS$110.48k0.023%
$ 66.8k
Edward Hurwitz
Independent Director21.6yrsUS$85.86k0.075%
$ 216.6k
Margaret Liu
Independent Director3.3yrsUS$85.86k0.023%
$ 66.8k
Scott Koenig
Director24.7yrsUS$969.84k1.36%
$ 3.9m
William Heiden
Independent Chairman of the Board4yrsUS$145.03k0.18%
$ 519.8k
Meenu Chhabra Karson
Independent Director3.3yrsUS$80.22k0.023%
$ 66.8k
Scott Jackson
Independent Director9.3yrsUS$81.91k0.023%
$ 66.8k
Jay Siegel
Independent Director8.5yrsUS$106.28k0.023%
$ 66.8k
Karen Jean Ferrante
Independent Director9.3yrsUS$85.86k0.023%
$ 66.8k
8.5yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: MGNXの 取締役会経験豊富 であると考えられます ( 8.5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2026/05/26 07:02
終値2026/05/26 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Youtubeのチュートリアルも掲載しています。

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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

MacroGenics, Inc. 5 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。17

アナリスト機関
Etzer DaroutBarclays
Peter LawsonBarclays
Stephen V. ByrneBofA Global Research