Mirati Therapeutics, Inc.

NasdaqGS:MRTX 株式レポート

時価総額：US$4.1b

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The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Mirati Therapeutics マネジメント

マネジメント 基準チェック /44

Mirati Therapeuticsの CEO はChuck Baumで、 Nov2012年に任命され、 の在任期間は 11.17年です。 の年間総報酬は$ 7.42Mで、 9.2%給与と90.8%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0.16%を直接所有しており、その価値は$ 6.57M 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と5.1年です。

主要情報

Chuck Baum

最高経営責任者

US$7.4m

報酬総額

CEO給与比率9.22%
CEO在任期間11.2yrs
CEOの所有権0.2%
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間5.1yrs

経営陣の近況

Recent updates

分析記事 • Oct 05

We Think Mirati Therapeutics (NASDAQ:MRTX) Needs To Drive Business Growth Carefully

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 • Jun 22

Is Mirati Therapeutics (NASDAQ:MRTX) In A Good Position To Invest In Growth?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
分析記事 • May 17

Need To Know: Analysts Are Much More Bullish On Mirati Therapeutics, Inc. (NASDAQ:MRTX) Revenues

Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) shareholders will have a reason to smile today, with the analysts making...
分析記事 • Feb 01

We Think Mirati Therapeutics (NASDAQ:MRTX) Needs To Drive Business Growth Carefully

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
分析記事 • Dec 09

Some Analysts Just Cut Their Mirati Therapeutics, Inc. (NASDAQ:MRTX) Estimates

The analysts covering Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) delivered a dose of negativity to shareholders today...
分析記事 • Oct 08

We Think Mirati Therapeutics (NASDAQ:MRTX) Can Afford To Drive Business Growth

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
分析記事 • Sep 11

Is There An Opportunity With Mirati Therapeutics, Inc.'s (NASDAQ:MRTX) 30% Undervaluation?

In this article we are going to estimate the intrinsic value of Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) by estimating...
Seeking Alpha • Sep 08

Mirati: A Potential Blockbuster Stock, Will Need Patience

Summary Mirati has strong competitive differences against larger rival Amgen. However, lead indication, 2nd line NSCLC, is not where these differences will come out. Investors need to be patient and wait for combo data, 1st line NSCLC and especially CRC for Mirati to really stand out. I have been regularly covering Mirati Therapeutics, Inc. (MRTX) for nearly a year now. The stock has been on a steady downward movement throughout, and has only plateaued around June from the earlier spiral. Indeed, since my last cautious coverage, the stock is up 35%. One key reason for Mirati’s price movement is Amgen’s (AMGN) recent data from lumakras, which has again showed Mirati's superior data for adagrasib. For people in the know, to cover Mirati and not to mention lumakras is ludicrous. The adagrasib-lumakras story is thoroughly intertwined. You need to understand lumakras in order to get the Mirati story. Mirati competes with Amgen in the KRAS G12C mutant NSCLC space. In 2nd line NSCLC, Adagrasib may have a slight edge over lumakras in efficacy, however lumakras may have an edge - also slight - in safety; plus it is ahead in clinical development, having been approved on an accelerated basis, and it has a higher median duration of response to boot. Adagrasib’s slight edge lies in the slightly higher ORR, and signs of improvement in patients with brain metastases; as well as in patients with a specific co-mutation which is known to have poor prognosis. Another important point is that adagrasib works well in combination with other drugs. For example, adagrasib has very superior data in frontline NSCLC in combination with keytruda. Lumakras' data here is much poorer. As I said about these two points before: Another angle with adagrasib is its CNS penetration. Mice data has shown that adagrasib has a much better brain concentration than AstraZeneca’s Tagrisso. The company is enrolling a cohort of patients to assess adagrasib in NSCLC patients with a G12C mutation and active brain metastases. Also, KRAS and STK11 co-mutations comprise approximately 30% of KRASG12C mutant NSCLC. A potentially registration enabling Phase 2 monotherapy study in 1st line NSCLC patients with STK11 co-mutation was initiated in Q1:2021. About this program, the company said: Patients with STK11 co-mutations or TTS scores of less than 1% have a poor prognosis with standard of care therapies with objective response rates in the first-line of approximately 30% and median progression-free survival of less than 6 months. In patients with STK11 co-mutations, published real-world data suggests that the medium progression-free survival is approximately 2 months. Collectively, these 2 patient sub-groups represent greater than 40% of the total first-line KRAS G12C non-small cell lung cancer patient population. We are discussing the potential registration pathways for each of these patient populations with the FDA. It is also the only molecule in its class with a ~24 hour half life. Lumakras (Sotorasib) has a half life of 5.5 hours. While this was about NSCLC, where adagrasib has some competition from lumakras, I have said before that in CRC, adagrasib’s data is beyond compare. Unfortunately for Mirati investors, the company’s lead indication right now is 2nd line NSCLC. Therefore, the market may believe Mirati is playing catch up with Amgen. This isn’t true for CRC. While lumakras has had just a 7% response rate in CRC, Mirati showed a 22% response rate and a median duration of response ((MDOR)) of 4.2 months. As the company has previously guided, anything better than 20% and 4 months respectively is good enough for seeking accelerated approval. Recently at ESMO 2022, Mirati again showed its superiority both as a monotherapy and as a combo in CRC versus lumakras - see here. In 2nd line NSCLC, though, while Amgen managed to push in a very late breaking abstract from its CODEBREAK-200 confirmatory trial, the data readout pushed up MRTX stock because it throws some doubt on lumakras’ full approval based on this data alone.
Seeking Alpha • Aug 31

Mirati jumps 11% as Amgen meets key goal for rival cancer drug

The shares of clinical-stage biotech Mirati Therapeutics (NASDAQ:MRTX) added ~11% in the pre-market trading Wednesday after Amgen (AMGN) announced a lung cancer medication that rivals the company’s key asset adagrasib reached the primary objective in a late-stage trial. AMGN’s Lumakras is a KRAS G12C inhibitor similar to MRTX’s adagrasib, which is currently undergoing the U.S. regulatory review for non-small cell lung cancer (NSCLC) as a second-line option. While the FDA has already approved Lumakras for certain patients with NSCLC, its continued approval depends on the results of confirmatory trials. Announcing topline data from a Phase 3 trial, AMGN said Tuesday that the once-daily oral therapy met the primary endpoint of progression-free survival (PFS) compared to standard of care chemotherapy in NSCLC, an event with de-risking potential for adagrasib. Read: Arguing that MRTX lacks significant benefits over AMGN in NSCLC, Seeking Alpha contributor Avisol Capital Partners points to the prospects of adagrasib in colorectal cancer and pancreatic cancers.
Seeking Alpha • Aug 08

Mirati gains as Amgen posts new combination data for rival cancer drug

Mirati Therapeutics (NASDAQ:MRTX) added ~10% in the pre-market Monday after Amgen (AMGN) posted Phase 1 data for the rival KRAS inhibitor Lumakras, highlighting liver side effects of the cancer drug in combination with immunotherapies. In 2021, Lumakras became the first approved targeted therapy for tumors with any KRAS mutation when the FDA greenlighted it for adult patients with non-small cell lung cancer (NSCLC). However, the KRAS inhibitor in combination with immunotherapies pembrolizumab or atezolizumab, developed by Merck (MRK) and Roche (OTCQX:RHHBY) (OTCQX:RHHBF), respectively, led to an objective response rate of only 29% in patients with KRAS G12C-mutated NSCLC. Notably, the drug combo was linked to a higher incidence of grade 3-4 treatment-related adverse events (TRAEs), mainly increases in liver enzymes, Amgen (AMGN) said, posting the data ahead of a presentation at a medical event. Amgen’s (AMGN) KRAS inhibitor Adagrasib is currently under FDA review as a second-line option in lung cancer.
分析記事 • Aug 08

Need To Know: Analysts Are Much More Bullish On Mirati Therapeutics, Inc. (NASDAQ:MRTX) Revenues

Shareholders in Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) may be thrilled to learn that the analysts have just...
Seeking Alpha • Jun 21

Mirati: Not Looking Good In 2022, But Stronger Prospects In 2-3 Years

Mirati will probably not get accelerated approval for adagrasib in 2nd line NSCLC. This will delay their program for two years. However, much of their data is stronger than Amgen's lumakras.

CEO報酬分析

Mirati Therapeutics の収益と比較して、Chuck Baum 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
Sep 30 2023n/an/a

-US$726m

Jun 30 2023n/an/a

-US$738m

Mar 31 2023n/an/a

-US$737m

Dec 31 2022US$7mUS$685k

-US$741m

Sep 30 2022n/an/a

-US$738m

Jun 30 2022n/an/a

-US$645m

Mar 31 2022n/an/a

-US$634m

Dec 31 2021US$18mUS$662k

-US$582m

Sep 30 2021n/an/a

-US$483m

Jun 30 2021n/an/a

-US$491m

Mar 31 2021n/an/a

-US$407m

Dec 31 2020US$12mUS$615k

-US$358m

Sep 30 2020n/an/a

-US$329m

Jun 30 2020n/an/a

-US$296m

Mar 31 2020n/an/a

-US$259m

Dec 31 2019US$8mUS$597k

-US$213m

Sep 30 2019n/an/a

-US$169m

Jun 30 2019n/an/a

-US$142m

Mar 31 2019n/an/a

-US$125m

Dec 31 2018US$5mUS$580k

-US$98m

Sep 30 2018n/an/a

-US$88m

Jun 30 2018n/an/a

-US$77m

Mar 31 2018n/an/a

-US$67m

Dec 31 2017US$2mUS$563k

-US$70m

報酬と市場: Chuckの 総報酬 ($USD 7.42M ) は、 US市場 ($USD 7.00M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Chuckの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Chuck Baum (65 yo)

11.2yrs
在職期間
US$7,420,213
報酬

Dr. Charles M. Baum, M.D., Ph D., also known as Chuck, is a Director of Acrivon Therapeutics, Inc. from June 2023. Dr. Baum is an Independent Director of Poseida Therapeutics, Inc. from May 16, 2022.He se...

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
Charles Baum
Founder11.2yrsUS$7.42m0.16%
$ 6.6m
James Christensen
Executive VP & Chief Scientific Officer10yrsUS$5.01m0.082%
$ 3.4m
Alan Bart Sandler
Executive VP & Chief Medical Officer1.2yrsUS$5.30m0.014%
$ 587.2k
Aaron Ondrey
Chief Financial Officerless than a yearデータなし0.056%
$ 2.3m
Betsy Gelfand
Chief Accounting Officerless than a yearデータなしデータなし
John Moriarty
Chief Legal Officer & Corporate Secretary1yrデータなしデータなし
Peter Lee
Chief Compliance Officer2yrsデータなしデータなし
Michael Paolucci
Chief People Officer2yrsデータなしデータなし
Benjamin Hickey
Chief Commercial Officer4yrsUS$6.93m0.040%
$ 1.6m
Kelly Covello
VP & Head of Medical Affairs3.8yrsデータなしデータなし
Ryan Asay
VP & Head of Corporate Affairs3.8yrsデータなしデータなし
Susan Welsh
Senior VP of Pharmacovigilance & Chief Safety Officer3yrsデータなしデータなし
2.5yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: MRTX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
Charles Baum
Founder11.2yrsUS$7.42m0.16%
$ 6.6m
Bruce Leonard Carter
Independent Director7.3yrsUS$700.41k0.0086%
$ 353.3k
George Demetri
Member of Scientific Advisory Boardno dataデータなしデータなし
Faheem Hasnain
Chairman & Lead Independent Director4.9yrsUS$979.79k0.012%
$ 511.8k
Julie Michele Cherrington
Independent Director4.6yrsUS$697.91k0%
$ 0
Stephen Baylin
Member of Scientific Advisory Boardno dataデータなしデータなし
Lillian Siu
Member of Scientific Advisory Boardno dataデータなしデータなし
Aaron Davis
Independent Director5.1yrsUS$677.91k0.061%
$ 2.5m
Pasi Antero Janne
Member of Scientific Advisory Board5yrsデータなしデータなし
Craig Johnson
Independent Director10.3yrsUS$702.91k0.0086%
$ 353.3k
Channing Der
Member of Scientific Advisory Board5yrsデータなしデータなし
Maria Martinez-Davis
Independent Director5.1yrsUS$695.41k0.0086%
$ 353.3k
5.1yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: MRTXの 取締役会 は 経験豊富 であると考えられます ( 5.1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2024/01/23 19:57
終値2024/01/22 00:00
収益2023/09/30
年間収益2022/12/31

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。

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業界およびセクターの指標

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アナリスト筋

Mirati Therapeutics, Inc. 17 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
Huidong WangBarclays
George FarmerBMO Capital Markets Equity Research
Jason Matthew GerberryBofA Global Research