View ValuationNeumora Therapeutics 将来の成長Future 基準チェック /26Neumora Therapeutics利益と収益がそれぞれ年間22.8%と69.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-46.7% 32.8%なると予測されています。主要情報22.8%収益成長率32.79%EPS成長率Pharmaceuticals 収益成長14.7%収益成長率69.4%将来の株主資本利益率-46.74%アナリストカバレッジGood最終更新日08 Jun 2026今後の成長に関する最新情報Price Target Changed • Oct 27Price target increased by 16% to US$8.17Up from US$7.05, the current price target is an average from 6 analysts. New target price is 205% above last closing price of US$2.68. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$1.40 next year compared to a net loss per share of US$1.53 last year.Price Target Changed • Jul 23Price target decreased by 14% to US$6.05Down from US$7.05, the current price target is an average from 6 analysts. New target price is 227% above last closing price of US$1.85. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$1.44 next year compared to a net loss per share of US$1.53 last year.Price Target Changed • Apr 04Price target decreased by 11% to US$6.29Down from US$7.04, the current price target is an average from 8 analysts. New target price is 754% above last closing price of US$0.74. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$1.46 next year compared to a net loss per share of US$1.53 last year.Price Target Changed • Jan 02Price target decreased by 18% to US$19.10Down from US$23.33, the current price target is an average from 9 analysts. New target price is 870% above last closing price of US$1.97. Stock is down 88% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$3.63 last year.すべての更新を表示Recent updatesお知らせ • Apr 21Neumora Therapeutics, Inc., Annual General Meeting, May 27, 2026Neumora Therapeutics, Inc., Annual General Meeting, May 27, 2026.新しいナラティブ • Apr 15Multiple Late Stage Brain Disease Programs Will Drive Long Term Upside PotentialCatalysts About Neumora Therapeutics Neumora Therapeutics develops brain penetrant medicines targeting novel mechanisms for psychiatric, neurologic and metabolic diseases. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Apr 01CNS And Obesity Pipeline Will Create Long Term Value As Late Stage Data EmergesCatalysts About Neumora Therapeutics Neumora Therapeutics focuses on developing brain penetrant medicines for neuropsychiatric, neurodegenerative, and metabolic diseases. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Mar 30Neumora Therapeutics: Downgrading After Navacaprant Development SetbackSummary Neumora Therapeutics is downgraded from 'Strong Buy' to 'Hold' following KOASTAL-1's failure in the MDD primary endpoint. KOASTAL-2 and KOASTAL-3 studies for navacaprant in MDD have increased enrollment; topline data is expected in Q2 2026, but success remains uncertain. NMRA-511 showed a promising signal in phase 1b for Alzheimer's Disease agitation, with an enhanced effect in patients with elevated anxiety. Phase 2 study initiation for NMRA-511 in AD agitation is not expected until Q1 2027, making near-term value realization unlikely despite large unmet market need. Read the full article on Seeking Alphaお知らせ • Mar 16Neumora Therapeutics, Inc. to Report Q4, 2025 Results on Mar 30, 2026Neumora Therapeutics, Inc. announced that they will report Q4, 2025 results on Mar 30, 2026New Risk • Jan 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$209m). Currently unprofitable and not forecast to become profitable over next 3 years (US$235m net loss in 3 years).お知らせ • Jan 05+ 1 more updateNeumora Therapeutics Highlights 2026 Pipeline Strategy and Anticipated Upcoming MilestonesNeumora Therapeutics, Inc. announced key pipeline updates and anticipated 2026 milestones that support the Company's mission to redefine neuroscience drug development with the next generation of novel therapies that offer improved treatment outcomes and quality of life for patients living with brain diseases. Navacaprant: Planned joint readout of KOASTAL-2 and -3 in second quarter of 2026. Neumora announced that it plans to increase enrollment in each of the KOASTAL studies, targeting up to 25% enrollment beyond the original target of 332, as the study protocols permit. The Company expects a joint topline data readout for both KOASTAL-2 and KOASTAL-3 in the second quarter of 2026 and believes this approach optimizes assessment of navacaprant efficacy in major depressive disorder in the KOASTAL program. NMRA-215: Plans to initiate Phase 1 clinical program following class-leading preclinical data. Neumora expects to initiate a clinical program evaluating NMRA-215 monotherapy and combination therapy for the treatment of obesity in the first half of 2026. The Company expects to report weight loss data following treatment with NMRA-215 around the end of 2026. M4 Positive Allosteric Modulator (PAM) Franchise: Progressing Phase 1 clinical studies for NMRA-898 and NMRA-861 Neumora expects to provide a comprehensive M4 franchise update in mid-2026, including potentially advancing development of one or both programs. NMRA-511: Reported positive results from Phase 1b study in Alzheimer's disease (AD) agitation In January 2026, NMRA-511, an oral, highly potent, brain-penetrant and selective antagonist of the vasopressin 1a receptor (V1aR) met the goal of the Phase 1b study, demonstrating a clinically meaningful effect size in people with AD agitation. In the study, NMRA-511 demonstrated a favorable tolerability and safety profile with no reports of somnolence or sedation.New Risk • Nov 14New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$209m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$209m). Currently unprofitable and not forecast to become profitable over next 3 years (US$228m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change).Price Target Changed • Oct 27Price target increased by 16% to US$8.17Up from US$7.05, the current price target is an average from 6 analysts. New target price is 205% above last closing price of US$2.68. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$1.40 next year compared to a net loss per share of US$1.53 last year.お知らせ • Oct 27+ 1 more updateNeumora Therapeutics, Inc. Announces Initiation of Phase 1 Clinical Study of M4 Positive Allosteric Modulator NMRA-898Neumora Therapeutics, Inc. announced the initiation of a Phase 1 single-ascending dose/multiple-ascending dose (SAD/MAD) study of NMRA-898. Neumora's M4 franchise comprises two highly potent and selective M4 muscarinic receptor positive allosteric modulators (PAMs), NMRA-861 and NMRA-898, that may offer an improved therapeutic profile for schizophrenia and other neuropsychiatric disorders over standard of care. The Company previously announced the initiation of a Phase1 SAD/MAD study with NMRA-861 in July 2025. Neumora exclusively licensed certain intellectual property rights related to NMRA-898 from the Warren Center for Neuroscience Drug Discovery at Vanderbilt University, including a composition of matter patent extending to 2044 excluding any patent term adjustment or extension. While most current antipsychotics approved for schizophrenia work primarily by blocking D2 dopamine receptors, growing evidence supports the approach of targeting the M4 muscarinic receptor to elicit antipsychotic effects, without the side effects associated with the first- and second-generation antipsychotics. M4 muscarinic receptor-targeting compounds have shown robust antipsychotic activity in multiple, placebo-controlled clinical trials, demonstrating potential as an approach to treating schizophrenia. NMRA-898 has demonstrated a best-in-class pre-clinical profile in studies which were completed at the Warren Center for Neuroscience Drug discovery at Vanderbilt University.New Risk • Jul 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$205m net loss in 3 years).Price Target Changed • Jul 23Price target decreased by 14% to US$6.05Down from US$7.05, the current price target is an average from 6 analysts. New target price is 227% above last closing price of US$1.85. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$1.44 next year compared to a net loss per share of US$1.53 last year.お知らせ • Jul 23Neumora Therapeutics, Inc. to Report Q2, 2025 Results on Aug 06, 2025Neumora Therapeutics, Inc. announced that they will report Q2, 2025 results on Aug 06, 2025お知らせ • Jul 09Neumora Therapeutics, Inc. Announces Initiation of Phase 1 Clinical Study of M4 Positive Allosteric Modulator NMRA-861Neumora Therapeutics, Inc. announced the initiation of a Phase 1 single-ascending dose/multiple-ascending dose (SAD/MAD) study of NMRA-861 in healthy adult participants and adults with stable schizophrenia. NMRA-861 is a highly potent and selective positive allosteric modulator (PAM) of the M4 muscarinic receptor with potential best-in-class pharmacology that Neumora is developing for the treatment of schizophrenia and other neuropsychiatric disorders. Neumora expects to report data from the Phase 1 SAD/MAD study in the first quarter of 2026, including safety and tolerability, and human pharmacokinetic data confirming the potential for once-daily dosing and central nervous system penetration. Neumora exclusively licensed certain intellectual property rights related to NMRA-861 from the Warren Center for Neuroscience Drug Discovery at Vanderbilt University, including a composition of matter patent extending to 2044 excluding any patent term adjustment or extension. While most current antipsychotics approved for schizophrenia work primarily by blocking D2 dopamine receptors, growing evidence supports the approach of targeting the M4 muscarinic receptors to elicit antipsychotic effects, without the side effects associated with the first- and second-generation antipsychotics. M4 muscarinic receptor-targeting compounds have shown robust antipsychotic activity in multiple, placebo-controlled clinical trials, demonstrating potential as an approach to treating schizophrenia. NMRA-86 1 has demonstrated a best-in-class pre-clinical profile in studies which were completed at the Warren Center for Neuroscience Drug discovery at Vanderbilt University.New Risk • Jun 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$205m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • May 17Neumora Therapeutics Receives Written Notice from the Nasdaq Stock MarketOn May 14, 2025, Neumora Therapeutics, Inc. (the “Company”) received written notice from The Nasdaq Stock Market LLC (“Nasdaq”) indicating that the Company is not in compliance with the $1.00 minimum bid price requirement for continued listing on The Nasdaq Global Select Market, as set forth in Listing Rule 5450(a)(1). In accordance with Listing Rule 5810(c)(3)(A), the Company has a period of 180 calendar days, or until November 10, 2025, to regain compliance with the minimum bid price requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of ten consecutive business days during this 180-day period. If the Company is not in compliance by November 10, 2025, the Company may be eligible for additional time to regain compliance. To qualify, the Company would be required to submit an application to transfer to The Nasdaq Capital Market, which would require the Company to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, except for the minimum bid price requirement. In addition, the Company would be required to pay an application fee to Nasdaq and notify Nasdaq of its intent to cure the minimum bid price deficiency. If the Company does not regain compliance within the allotted compliance periods, including any extensions that may be granted by Nasdaq, Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s determination, but there can be no assurance that Nasdaq would grant the Company’s request for continued listing. The Company intends to monitor the closing bid price of its common stock and consider options to resolve the noncompliance with the minimum bid price requirement, including effecting a reverse stock split of its common stock. As described in the Company’s Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on April 29, 2025, the Company’s Board of Directors (the “Board”) has approved and, subject to stockholder approval, adopted amendments to its Amended and Restated Certificate of Incorporation to effect a reverse stock split to all of the outstanding shares of its common stock at a ratio ranging from any whole number between 1-for-5 and 1-for-30, with the exact ratio within such range to be determined by the Board at its discretion (the “Reverse Stock Split”), subject to the Board’s authority to determine when to file the amendment and to abandon the other amendments notwithstanding prior stockholder approval of such amendments. Stockholders will vote on the proposal related to the Reverse Stock Split at the Company’s Annual Meeting of Stockholders on May 28, 2025. One of the purposes of the Reverse Stock Split and the related proposal is potentially maintaining the listing of the Company’s common stock on The Nasdaq Global Select Market. There can be no assurance that stockholders will approve the Reverse Stock Split or that the Company will be able to regain compliance with the minimum bid price requirement or will otherwise be in compliance with other Nasdaq listing criteria.New Risk • May 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$219m net loss in 3 years). Market cap is less than US$100m (US$99.5m market cap).お知らせ • Apr 28Neumora Therapeutics, Inc. to Report Q1, 2025 Results on May 12, 2025Neumora Therapeutics, Inc. announced that they will report Q1, 2025 results on May 12, 2025お知らせ • Apr 14Neumora Therapeutics, Inc., Annual General Meeting, May 28, 2025Neumora Therapeutics, Inc., Annual General Meeting, May 28, 2025.Price Target Changed • Apr 04Price target decreased by 11% to US$6.29Down from US$7.04, the current price target is an average from 8 analysts. New target price is 754% above last closing price of US$0.74. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$1.46 next year compared to a net loss per share of US$1.53 last year.お知らせ • Feb 14Michael Milligan to Serve as Chief Financial Officer of Neumora Therapeutics, Inc., Effective February 14, 2025Neumora Therapeutics, Inc. announced that effective February 14, 2025, Michael Milligan will serve as chief financial officer.お知らせ • Feb 13+ 1 more updateNeumora Therapeutics, Inc. to Report Q4, 2024 Results on Mar 03, 2025Neumora Therapeutics, Inc. announced that they will report Q4, 2024 results on Mar 03, 2025お知らせ • Feb 07Rosen Law Firm Files Securities Class Action Lawsuit Against Neumora Therapeutics, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of the common stock of Neumora Therapeutics, Inc. pursuant and/or traceable to the registration statement and related prospectus (collectively, the Offering Documents) issued in connection with Neumora’s September 2023 initial public offering. The lawsuit seeks to recover damages for Neumora investors under the federal securities laws. According to the lawsuit, the Offering Documents contained false and/or misleading statements and/or failed to disclose that: in order for Neumora to justify conducting its Phase Three Program, Neumora was forced to amend BlackThorn’s original Phase Two Trial inclusion criteria to include a patient population with moderate to severe MDD to show that Navacaprant offered a statistically significant improvement in treating MDD; and to that same end, the Company also added a prespecified analysis to the Phase Two statistical analysis plan, focusing on patients suffering from moderate to severe MDD; and the Phase Two Trials lacked adequate data, particularly in regards to the patient population size and the ratio of male to female patients within the patient population, to be able to accurately predict the results of the KOASTAL-1 study. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. If wish to serve as lead plaintiff, must move the Court no later than April 7, 2025.Seeking Alpha • Jan 03Neumora Therapeutics: Tanking On Disastrous MDD Data, Bounce Back UnlikelySummary Neumora Therapeutics' lead candidate, navacaprant, failed to meet primary and secondary endpoints in its Phase 3 KOASTAL-1 study for major depressive disorder, causing an 80% stock drop yesterday. Despite significant funding and a “promising” Phase 2 study, concerns about endpoint changes and lack of peer-reviewed data undermine confidence in navacaprant's efficacy. With two more Phase 3 studies pending, the market may have overreacted, but the likelihood of a turnaround remains slim given current evidence. Neumora's other assets and cash reserves offer limited near-term revenue prospects, making a contrarian bet on navacaprant risky and ill-advised. Read the full article on Seeking AlphaPrice Target Changed • Jan 02Price target decreased by 18% to US$19.10Down from US$23.33, the current price target is an average from 9 analysts. New target price is 870% above last closing price of US$1.97. Stock is down 88% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$3.63 last year.お知らせ • Jan 02Neumora Therapeutics Reports Data from KOASTAL-1 Study of Navacaprant in Major Depressive DisorderNeumora Therapeutics, Inc. announced results from the Phase 3 KOASTAL-1 Study of navacaprant for the treatment of major depressive disorder (MDD). The KOASTAL-1 Study is the first of three replicate Phase 3 studies that comprise the pivotal KOASTAL program. The study did not demonstrate a statistically significant improvement on the primary endpoint of change from baseline in the Montgomery-Åsberg Depression Rating Scale (MADRS) total score at Week 6 or the key secondary endpoint of a change from baseline in the Snaith-Hamilton Pleasure Scale (SHAPS) scale. Navacaprant was shown to be safe and generally well-tolerated with no serious adverse events reported. There was no signal for increased suicidal ideation or suicidal behavior compared to placebo, as measured by Columbia Suicide Severity Rating Scale (C-SSRS). The KOASTAL program includes three replicate Phase 3 randomized, placebo-controlled, double-blind studies, KOASTAL-1, KOASTAL-2, and KOASTAL-3, designed to evaluate the efficacy and safety of navacaprant monotherapy in adult patients with moderate-to-severe MDD who have a MADRS total score = 25 at baseline. The KOASTAL-1 Study was conducted in the U.S. The KOASTAL-2 and -3 studies include sites in the U.S. and other regions. The primary endpoint of these studies is change from baseline in MADRS total score at Week 6. Key secondary endpoints include change from baseline on the SHAPS at Week 6, a measure of anhedonia. The KOASTAL Program also includes an open-label extension study, KOASTAL-LT, designed to evaluate the long-term safety of navacaprant. As noted above, a significant portion of patients who received navacaprant 80 mg (83.3%) in the KOASTAL-1 study elected to enroll in KOASTAL-LT. Patients will also have the opportunity to enroll in the KOASTAL-LT study following participation in the KOASTAL-2 and KOASTAL-3 studies.Seeking Alpha • Dec 24Neumora: Koastal-1 Readout For MDD Treatment Is First Study On DeckSummary Neumora Therapeutics is set to release data from the phase 3 KOASTAL-1 study using Navacaprant for the treatment of patients with MDD by the end of 2024; other data in 2025. Navacaprant showed significant efficacy in a phase 2 study for MDD and is also being tested for bipolar depression, with phase 2 data expected in late 2025. Neumora has $341.3 million in cash, enough to fund operations until mid-2026, minimizing near-term dilution risk unless management opts otherwise. Key NMRA risks include the potential failure of KOASTAL-1 to meet primary endpoints and uncertainty in Navacaprant's efficacy for bipolar depression and NMRA-511 for Alzheimer's agitation. Read the full article on Seeking AlphaNew Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$255m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (4.8% increase in shares outstanding).お知らせ • Oct 29Neumora Therapeutics, Inc. to Report Q3, 2024 Results on Nov 12, 2024Neumora Therapeutics, Inc. announced that they will report Q3, 2024 results on Nov 12, 2024Recent Insider Transactions Derivative • Oct 20Independent Director exercised options and sold US$244k worth of stockOn the 18th of October, Matthew Fust exercised 22k options at a strike price of around US$2.52 and sold these shares for an average price of US$13.72 per share. This trade did not impact their existing holding. Since June 2024, Matthew has not owned shares directly. This was the only transaction from an insider over the last 12 months.Seeking Alpha • Oct 16Neumora Therapeutics: A Story Of A Class II BiotechSummary Neumora Therapeutics' lead asset, Navacaprant, shows weak efficacy in phase 2 trial, casting doubt on its success in upcoming phase 3 trials. The company's AI-driven precision medicine claims have not materialized in clinical trial designs, undermining their differentiation strategy. Valuation models suggest Neumora's stock is overvalued, with a fair valuation significantly lower than the current market price. Read the full article on Seeking Alphaお知らせ • Oct 02Neumora Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $300 million.Neumora Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $300 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingRecent Insider Transactions Derivative • Sep 15Head of Research & Development notifies of intention to sell stockRobert Lenz intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$11.43, it would amount to US$377k. As of today, Robert currently holds no shares directly (This sale likely refers to shares that have not yet been received). There has only been one transaction (US$189k purchase) from insiders over the last 12 months.Recent Insider Transactions Derivative • Aug 25Chief Financial Officer notifies of intention to sell stockJoshua Pinto intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$11.90, it would amount to US$1.2m. Since September 2023, Joshua has owned 238.97k shares directly. There has only been one transaction (US$189k purchase) from insiders over the last 12 months.お知らせ • Jun 20Neumora Therapeutics, Inc. Announces Initiation of Phase 1b Study of NMRA-511 for Treatment of Alzheimer’s Disease AgitationNeumora Therapeutics, Inc. announced the initiation of a Phase 1b study evaluating NMRA-511 for the treatment of agitation associated with dementia due to Alzheimer’s disease (AD). NMRA-511 is an oral, highly potent and selective antagonist of the vasopressin 1a receptor (V1aR) and is highly brain penetrant. Modulation of the V1aR is known to play a role in the regulation of aggression, stress and anxiety responses. The Phase 1b study will investigate NMRA-511 initially in healthy elderly adult participants and then people with agitation associated with dementia due to AD. Part A of the Phase 1b study will be a randomized, double-blind, placebo-controlled cohort designed to evaluate the safety, tolerability and pharmacokinetics of NMRA-511 in approximately 8 healthy elderly participants. Part B of the Phase 1b study is a multicenter, randomized, double-blind, placebo-controlled, parallel-group cohort designed to evaluate the safety, tolerability, and efficacy of NMRA-511 20 mg twice-daily (BID) in approximately 88 people with agitation associated with dementia due to AD. The primary endpoint of this signal-seeking study is change from baseline to Week 8 on the Cohen-Mansfield Agitation Inventory total score. Neumora expects to report topline data from this Phase 1b study in the second half of 2025. Several lines of evidence indicate that V1aR antagonists have therapeutic potential for reducing symptoms of agitation. Pre-clinically, multiple models have demonstrated that activating the vasopressin system with the endogenous agonist AVP modulates social-emotional, anxiety and threat-related behaviors across species. In rodents, the selective breeding of strains for aggressive or anxiety traits show dysregulated vasopressin release and hypothalamic-pituitary-adrenal axis functioning. Additionally, vasopressin-deficient rodents displayed impaired responses to threat stimuli, reduced anxiety and depressive-like behaviors, and impaired aggression toward intruders. Clinically, in healthy volunteers, exogenously administered vasopressin increased autonomic responsiveness to threat stimuli and increased anxiety. Conversely, V1aR antagonist administration suppressed anxiety induced by unpredictable threats. This finding is in line with data showing that concentrations of vasopressin in cerebrospinal fluid were positively correlated with levels of aggression in individuals with personality disorders. Together, these data support the development of a V1aR antagonist for the treatment of symptoms of agitation, aggression, and anxiety. Neumora recently completed a Phase 1a Single Ascending Dose (SAD) /Multiple Ascending Dose (MAD) study that evaluated 5,10, 15, 20 and 40 mg doses of NMRA-511 in 92 healthy adult participants. NMRA-511 was generally well tolerated across doses in the study, with no serious adverse events observed at any dose level. The Company looks forward to sharing additional data from the SAD /MAD study with NMRA-511 at future medical meetings.分析記事 • Jun 18We're Hopeful That Neumora Therapeutics (NASDAQ:NMRA) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • May 15Neumora Therapeutics, Inc. Announces Initiation of Phase 2 Study of Navacaprant in Bipolar DepressionNeumora Therapeutics, Inc. announced the initiation of a Phase 2 study evaluating the safety and efficacy of navacaprant in people with bipolar depression. Navacaprant is an oral 80 mg once-daily best-in-class kappa opioid receptor (KOR) antagonist, a novel mechanism of action in development for the treatment of major depressive disorder (MDD) and bipolar depression. The randomized, double-blind, placebo-controlled, Phase 2 clinical trial is designed to evaluate the safety and efficacy of navacaprant in people with depression associated with bipolar II disorder. The study will evaluate navacaprant 80 mg monotherapy in approximately 60 patients with a moderate-to-severe major depressive episode (Montgomery–Åsberg Depression Rating Scale (MADRS) = 25). The primary endpoint of the study is change in MADRS at Week 6, and key secondary endpoints will evaluate the impact of navacaprant on anhedonia as well as other measures. Neumora expects to report topline data from this Phase 2 study in the second half of 2025. Results from this proof-of-concept study will inform further development of navacaprant in bipolar disorder, potentially including development in broader bipolar disorder populations.お知らせ • Apr 28Neumora Therapeutics, Inc., Annual General Meeting, Jun 13, 2024Neumora Therapeutics, Inc., Annual General Meeting, Jun 13, 2024, at 08:30 US Eastern Standard Time. Agenda: To elect two Class I directors to hold office until the 2027 annual meeting of stockholders or until their successors are elected; To ratify the appointment, by the Audit Committee of the Company’s Board of Directors, of Ernst & Young LLP, as the independent registered public accounting firm and independent auditor of the Company for its year ending December 31, 2024.お知らせ • Apr 15Neumora Therapeutics Announces Clinical Hold of Phase 1 NMRA-266 StudyNeumora Therapeutics, Inc. announced that the Phase 1 trial of NMRA-266 has been placed on clinical hold by the U.S. Food and Drug Administration (FDA). NMRA-266 is a positive allosteric modulator (PAM) of the M4 muscarinic receptor and is part of the Company’s M4 PAM franchise. The clinical hold determination follows recently available pre-clinical data showing convulsions in rabbits. Following this action, the Phase 1 single ascending dose /multiple ascending dose study with NMRA-266 has been paused. Approximately 30 participants have been dosed in the Phase 1 study, with no evidence of convulsions observed in any participant. Neumora is working with the FDA to evaluate the potential to resolve the clinical hold. While these discussions with the Agency are ongoing, the Company’s prior guidance regarding NMRA-266 is no longer applicable. Neumora will provide an update on NMRA-266 when available. Neumora’s M4 franchise includes multiple novel compounds beyond NMRA-266 that each have different properties and chemical composition. These compounds demonstrated robust activity in preclinical efficacy models, as well as high selectivity for the M4 receptor subtype and the potential for an oral once-daily dosing profile. Neumora is advancing pre-clinical safety and toxicology work with these compounds and expects to submit an IND in 2025.New Risk • Mar 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$282m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).Seeking Alpha • Feb 08Neumora: Phase 3 MDD Readout In H2-24 Could Get Ball RollingSummary Results from the phase 3 KOASTAL-1 study, using Navacaprant for the treatment of patients with Major Depressive Disorder, expected in the 2nd half of 2024. The global Major Depressive Disorder [MDD] treatment market is estimated to reach $14.96 billion by 2032. Company hopes to differentiate itself against other MDD drugs in that Navacaprant has a novel MOA, no side effects seen in approved drugs and treat patients not yet helped. Navacaprant is versatile in that it is believed it could also be used to treat patients with bipolar depression; initiation of phase 2 bipolar depression study using this drug expected in the 1st half of 2024. Read the full article on Seeking Alphaお知らせ • Jan 23Neumora Therapeutics Appoints Kaya Pai Panandiker as Chief Commercial OfficerNeumora Therapeutics, Inc. announced the appointment of Kaya Pai Panandiker as chief commercial officer and a member of Neumora’s executive team, reporting to Henry Gosebruch, president and chief executive officer. Ms. Pai Panandiker has more than 20 years of experience commercializing medicines in areas of significant unmet need, including the commercial launches of TRINTELLIX® (vortioxetine) and REXULTI® (brexpiprazole) for major depressive disorder (MDD) and schizophrenia. Ms. Pai Panandiker brings extensive commercial strategy and execution expertise to Neumora, having led the launches of multiple neuropsychiatry products throughout her career. Prior to joining Neumora, Ms. Pai Panandiker served as head of commercial at Cerevel Therapeutics and general manager, neuroscience at Lundbeck US. During her time at Lundbeck, Ms. Pai Panandiker led commercialization efforts for its neuroscience franchise, achieving blockbuster sales. Ms. Pai Panandiker holds a master’s in public policy from University of Chicago and a bachelor's in American studies from University of Wisconsin Madison.お知らせ • Dec 12Neumora Therapeutics, Inc. Appoints Jason Duncan as Chief Legal OfficerNeumora Therapeutics, Inc. announced the appointment of Jason Duncan as chief legal officer. Mr. Duncan will be a member of Neumoras Executive Team, reporting to Henry Gosebruch, chief executive officer, and will oversee all aspects of the Company's legal and compliance functions. Mr. Duncan has more than two decades of legal, compliance, development and operations experience in the life sciences industry. Prior to joining Neumora, he served as chief legal officer, general counsel, secretary to the board of directors and head of program management at Albireo Pharma, a publicly traded Boston-based biotech company that was acquired by Ipsen earlier this year. During his time at Albireo, Mr. Duncan contributed to growing the company from an early clinical stage biotech to a fully integrated commercial organization with two drug approvals and a successful global launch. Prior to Albireo, Mr. Duncan served as general counsel, Americas at Stallergenes Greer Holdings and vice president, head of compliance and legal, North America at Sobi, Inc. Earlier in his career Mr. Duncan held roles at EMD Serono, Inc., Acushnet Company, Nixon Peabody LLP and Peabody &Arnold LLP. Mr. Duncan holds a J.D., magna cum laude, from Suffolk University Law School and a B.A. in Political Science from Dickinson College.お知らせ • Nov 29Neumora Therapeutics, Inc. Announces NMRA-266 IND Clearance and Initiation of Phase 1 Clinical StudyNeumora Therapeutics, Inc. announced the initiation of a Phase 1 single ascending dose /multiple ascending dose study evaluating NMRA-266 in healthy adult participants. NMRA-266 is a highly selective positive allosteric modulator of the M4 muscarinic receptor that Neumora is developing as a treatment for schizophrenia and other neuropsychiatric disorders. Neumora believes that as a selective M4 receptor-positive allosteric modulator, NMRA-266 has the potential to deliver antipsychotic efficacy, while minimizing the side effects associated with current antipsychotics and other non-selective muscarinic agonists.お知らせ • Sep 16Neumora Therapeutics, Inc. has completed an IPO in the amount of $250.07 million.Neumora Therapeutics, Inc. has completed an IPO in the amount of $250.07 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,710,000 Price\Range: $17 Transaction Features: Sponsor Backed Offering業績と収益の成長予測NasdaqGS:NMRA - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202870-198-144N/A812/31/20275-200-151N/A912/31/2026N/A-185-153N/A93/31/2026N/A-222N/AN/AN/A12/31/2025N/A-237-206-206N/A9/30/2025N/A-236-209-209N/A6/30/2025N/A-252-196-196N/A3/31/2025N/A-258-199-199N/A12/31/2024N/A-244-184-183N/A9/30/2024N/A-294-189-184N/A6/30/2024N/A-274-204-198N/A3/31/2024N/A-254-179-173N/A12/31/2023N/A-236-168-163N/A9/30/2023N/A-155-142-142N/A6/30/2023N/A-132-120-120N/A3/31/2023N/A-123-116-116N/A12/31/2022N/A-131-128-115N/A9/30/2022N/A-130-128-114N/A6/30/2022N/A-278-119-105N/A3/31/2022N/A-265-106-92N/A12/31/2021N/A-237-76-75N/A9/30/2021N/A-230-65-63N/A12/31/2020N/A-99-28-27N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NMRA今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: NMRA今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: NMRA今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: NMRAの収益 ( 69.4% ) US市場 ( 12.5% ) よりも速いペースで成長すると予測されています。高い収益成長: NMRAの収益 ( 69.4% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NMRA 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance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2026/06/10 17:38終値2026/06/10 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Neumora Therapeutics, Inc. 9 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。10 アナリスト機関Yatin SunejaGuggenheim Securities, LLCDouglas TsaoH.C. Wainwright & Co.Tessa RomeroJ.P. Morgan7 その他のアナリストを表示
Price Target Changed • Oct 27Price target increased by 16% to US$8.17Up from US$7.05, the current price target is an average from 6 analysts. New target price is 205% above last closing price of US$2.68. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$1.40 next year compared to a net loss per share of US$1.53 last year.
Price Target Changed • Jul 23Price target decreased by 14% to US$6.05Down from US$7.05, the current price target is an average from 6 analysts. New target price is 227% above last closing price of US$1.85. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$1.44 next year compared to a net loss per share of US$1.53 last year.
Price Target Changed • Apr 04Price target decreased by 11% to US$6.29Down from US$7.04, the current price target is an average from 8 analysts. New target price is 754% above last closing price of US$0.74. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$1.46 next year compared to a net loss per share of US$1.53 last year.
Price Target Changed • Jan 02Price target decreased by 18% to US$19.10Down from US$23.33, the current price target is an average from 9 analysts. New target price is 870% above last closing price of US$1.97. Stock is down 88% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$3.63 last year.
お知らせ • Apr 21Neumora Therapeutics, Inc., Annual General Meeting, May 27, 2026Neumora Therapeutics, Inc., Annual General Meeting, May 27, 2026.
新しいナラティブ • Apr 15Multiple Late Stage Brain Disease Programs Will Drive Long Term Upside PotentialCatalysts About Neumora Therapeutics Neumora Therapeutics develops brain penetrant medicines targeting novel mechanisms for psychiatric, neurologic and metabolic diseases. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 01CNS And Obesity Pipeline Will Create Long Term Value As Late Stage Data EmergesCatalysts About Neumora Therapeutics Neumora Therapeutics focuses on developing brain penetrant medicines for neuropsychiatric, neurodegenerative, and metabolic diseases. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Mar 30Neumora Therapeutics: Downgrading After Navacaprant Development SetbackSummary Neumora Therapeutics is downgraded from 'Strong Buy' to 'Hold' following KOASTAL-1's failure in the MDD primary endpoint. KOASTAL-2 and KOASTAL-3 studies for navacaprant in MDD have increased enrollment; topline data is expected in Q2 2026, but success remains uncertain. NMRA-511 showed a promising signal in phase 1b for Alzheimer's Disease agitation, with an enhanced effect in patients with elevated anxiety. Phase 2 study initiation for NMRA-511 in AD agitation is not expected until Q1 2027, making near-term value realization unlikely despite large unmet market need. Read the full article on Seeking Alpha
お知らせ • Mar 16Neumora Therapeutics, Inc. to Report Q4, 2025 Results on Mar 30, 2026Neumora Therapeutics, Inc. announced that they will report Q4, 2025 results on Mar 30, 2026
New Risk • Jan 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$209m). Currently unprofitable and not forecast to become profitable over next 3 years (US$235m net loss in 3 years).
お知らせ • Jan 05+ 1 more updateNeumora Therapeutics Highlights 2026 Pipeline Strategy and Anticipated Upcoming MilestonesNeumora Therapeutics, Inc. announced key pipeline updates and anticipated 2026 milestones that support the Company's mission to redefine neuroscience drug development with the next generation of novel therapies that offer improved treatment outcomes and quality of life for patients living with brain diseases. Navacaprant: Planned joint readout of KOASTAL-2 and -3 in second quarter of 2026. Neumora announced that it plans to increase enrollment in each of the KOASTAL studies, targeting up to 25% enrollment beyond the original target of 332, as the study protocols permit. The Company expects a joint topline data readout for both KOASTAL-2 and KOASTAL-3 in the second quarter of 2026 and believes this approach optimizes assessment of navacaprant efficacy in major depressive disorder in the KOASTAL program. NMRA-215: Plans to initiate Phase 1 clinical program following class-leading preclinical data. Neumora expects to initiate a clinical program evaluating NMRA-215 monotherapy and combination therapy for the treatment of obesity in the first half of 2026. The Company expects to report weight loss data following treatment with NMRA-215 around the end of 2026. M4 Positive Allosteric Modulator (PAM) Franchise: Progressing Phase 1 clinical studies for NMRA-898 and NMRA-861 Neumora expects to provide a comprehensive M4 franchise update in mid-2026, including potentially advancing development of one or both programs. NMRA-511: Reported positive results from Phase 1b study in Alzheimer's disease (AD) agitation In January 2026, NMRA-511, an oral, highly potent, brain-penetrant and selective antagonist of the vasopressin 1a receptor (V1aR) met the goal of the Phase 1b study, demonstrating a clinically meaningful effect size in people with AD agitation. In the study, NMRA-511 demonstrated a favorable tolerability and safety profile with no reports of somnolence or sedation.
New Risk • Nov 14New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$209m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$209m). Currently unprofitable and not forecast to become profitable over next 3 years (US$228m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change).
Price Target Changed • Oct 27Price target increased by 16% to US$8.17Up from US$7.05, the current price target is an average from 6 analysts. New target price is 205% above last closing price of US$2.68. Stock is down 77% over the past year. The company is forecast to post a net loss per share of US$1.40 next year compared to a net loss per share of US$1.53 last year.
お知らせ • Oct 27+ 1 more updateNeumora Therapeutics, Inc. Announces Initiation of Phase 1 Clinical Study of M4 Positive Allosteric Modulator NMRA-898Neumora Therapeutics, Inc. announced the initiation of a Phase 1 single-ascending dose/multiple-ascending dose (SAD/MAD) study of NMRA-898. Neumora's M4 franchise comprises two highly potent and selective M4 muscarinic receptor positive allosteric modulators (PAMs), NMRA-861 and NMRA-898, that may offer an improved therapeutic profile for schizophrenia and other neuropsychiatric disorders over standard of care. The Company previously announced the initiation of a Phase1 SAD/MAD study with NMRA-861 in July 2025. Neumora exclusively licensed certain intellectual property rights related to NMRA-898 from the Warren Center for Neuroscience Drug Discovery at Vanderbilt University, including a composition of matter patent extending to 2044 excluding any patent term adjustment or extension. While most current antipsychotics approved for schizophrenia work primarily by blocking D2 dopamine receptors, growing evidence supports the approach of targeting the M4 muscarinic receptor to elicit antipsychotic effects, without the side effects associated with the first- and second-generation antipsychotics. M4 muscarinic receptor-targeting compounds have shown robust antipsychotic activity in multiple, placebo-controlled clinical trials, demonstrating potential as an approach to treating schizophrenia. NMRA-898 has demonstrated a best-in-class pre-clinical profile in studies which were completed at the Warren Center for Neuroscience Drug discovery at Vanderbilt University.
New Risk • Jul 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$205m net loss in 3 years).
Price Target Changed • Jul 23Price target decreased by 14% to US$6.05Down from US$7.05, the current price target is an average from 6 analysts. New target price is 227% above last closing price of US$1.85. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$1.44 next year compared to a net loss per share of US$1.53 last year.
お知らせ • Jul 23Neumora Therapeutics, Inc. to Report Q2, 2025 Results on Aug 06, 2025Neumora Therapeutics, Inc. announced that they will report Q2, 2025 results on Aug 06, 2025
お知らせ • Jul 09Neumora Therapeutics, Inc. Announces Initiation of Phase 1 Clinical Study of M4 Positive Allosteric Modulator NMRA-861Neumora Therapeutics, Inc. announced the initiation of a Phase 1 single-ascending dose/multiple-ascending dose (SAD/MAD) study of NMRA-861 in healthy adult participants and adults with stable schizophrenia. NMRA-861 is a highly potent and selective positive allosteric modulator (PAM) of the M4 muscarinic receptor with potential best-in-class pharmacology that Neumora is developing for the treatment of schizophrenia and other neuropsychiatric disorders. Neumora expects to report data from the Phase 1 SAD/MAD study in the first quarter of 2026, including safety and tolerability, and human pharmacokinetic data confirming the potential for once-daily dosing and central nervous system penetration. Neumora exclusively licensed certain intellectual property rights related to NMRA-861 from the Warren Center for Neuroscience Drug Discovery at Vanderbilt University, including a composition of matter patent extending to 2044 excluding any patent term adjustment or extension. While most current antipsychotics approved for schizophrenia work primarily by blocking D2 dopamine receptors, growing evidence supports the approach of targeting the M4 muscarinic receptors to elicit antipsychotic effects, without the side effects associated with the first- and second-generation antipsychotics. M4 muscarinic receptor-targeting compounds have shown robust antipsychotic activity in multiple, placebo-controlled clinical trials, demonstrating potential as an approach to treating schizophrenia. NMRA-86 1 has demonstrated a best-in-class pre-clinical profile in studies which were completed at the Warren Center for Neuroscience Drug discovery at Vanderbilt University.
New Risk • Jun 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$205m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • May 17Neumora Therapeutics Receives Written Notice from the Nasdaq Stock MarketOn May 14, 2025, Neumora Therapeutics, Inc. (the “Company”) received written notice from The Nasdaq Stock Market LLC (“Nasdaq”) indicating that the Company is not in compliance with the $1.00 minimum bid price requirement for continued listing on The Nasdaq Global Select Market, as set forth in Listing Rule 5450(a)(1). In accordance with Listing Rule 5810(c)(3)(A), the Company has a period of 180 calendar days, or until November 10, 2025, to regain compliance with the minimum bid price requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of ten consecutive business days during this 180-day period. If the Company is not in compliance by November 10, 2025, the Company may be eligible for additional time to regain compliance. To qualify, the Company would be required to submit an application to transfer to The Nasdaq Capital Market, which would require the Company to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, except for the minimum bid price requirement. In addition, the Company would be required to pay an application fee to Nasdaq and notify Nasdaq of its intent to cure the minimum bid price deficiency. If the Company does not regain compliance within the allotted compliance periods, including any extensions that may be granted by Nasdaq, Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s determination, but there can be no assurance that Nasdaq would grant the Company’s request for continued listing. The Company intends to monitor the closing bid price of its common stock and consider options to resolve the noncompliance with the minimum bid price requirement, including effecting a reverse stock split of its common stock. As described in the Company’s Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on April 29, 2025, the Company’s Board of Directors (the “Board”) has approved and, subject to stockholder approval, adopted amendments to its Amended and Restated Certificate of Incorporation to effect a reverse stock split to all of the outstanding shares of its common stock at a ratio ranging from any whole number between 1-for-5 and 1-for-30, with the exact ratio within such range to be determined by the Board at its discretion (the “Reverse Stock Split”), subject to the Board’s authority to determine when to file the amendment and to abandon the other amendments notwithstanding prior stockholder approval of such amendments. Stockholders will vote on the proposal related to the Reverse Stock Split at the Company’s Annual Meeting of Stockholders on May 28, 2025. One of the purposes of the Reverse Stock Split and the related proposal is potentially maintaining the listing of the Company’s common stock on The Nasdaq Global Select Market. There can be no assurance that stockholders will approve the Reverse Stock Split or that the Company will be able to regain compliance with the minimum bid price requirement or will otherwise be in compliance with other Nasdaq listing criteria.
New Risk • May 15New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$219m net loss in 3 years). Market cap is less than US$100m (US$99.5m market cap).
お知らせ • Apr 28Neumora Therapeutics, Inc. to Report Q1, 2025 Results on May 12, 2025Neumora Therapeutics, Inc. announced that they will report Q1, 2025 results on May 12, 2025
お知らせ • Apr 14Neumora Therapeutics, Inc., Annual General Meeting, May 28, 2025Neumora Therapeutics, Inc., Annual General Meeting, May 28, 2025.
Price Target Changed • Apr 04Price target decreased by 11% to US$6.29Down from US$7.04, the current price target is an average from 8 analysts. New target price is 754% above last closing price of US$0.74. Stock is down 95% over the past year. The company is forecast to post a net loss per share of US$1.46 next year compared to a net loss per share of US$1.53 last year.
お知らせ • Feb 14Michael Milligan to Serve as Chief Financial Officer of Neumora Therapeutics, Inc., Effective February 14, 2025Neumora Therapeutics, Inc. announced that effective February 14, 2025, Michael Milligan will serve as chief financial officer.
お知らせ • Feb 13+ 1 more updateNeumora Therapeutics, Inc. to Report Q4, 2024 Results on Mar 03, 2025Neumora Therapeutics, Inc. announced that they will report Q4, 2024 results on Mar 03, 2025
お知らせ • Feb 07Rosen Law Firm Files Securities Class Action Lawsuit Against Neumora Therapeutics, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of the common stock of Neumora Therapeutics, Inc. pursuant and/or traceable to the registration statement and related prospectus (collectively, the Offering Documents) issued in connection with Neumora’s September 2023 initial public offering. The lawsuit seeks to recover damages for Neumora investors under the federal securities laws. According to the lawsuit, the Offering Documents contained false and/or misleading statements and/or failed to disclose that: in order for Neumora to justify conducting its Phase Three Program, Neumora was forced to amend BlackThorn’s original Phase Two Trial inclusion criteria to include a patient population with moderate to severe MDD to show that Navacaprant offered a statistically significant improvement in treating MDD; and to that same end, the Company also added a prespecified analysis to the Phase Two statistical analysis plan, focusing on patients suffering from moderate to severe MDD; and the Phase Two Trials lacked adequate data, particularly in regards to the patient population size and the ratio of male to female patients within the patient population, to be able to accurately predict the results of the KOASTAL-1 study. When the true details entered the market, the lawsuit claims that investors suffered damages. A class action lawsuit has already been filed. If wish to serve as lead plaintiff, must move the Court no later than April 7, 2025.
Seeking Alpha • Jan 03Neumora Therapeutics: Tanking On Disastrous MDD Data, Bounce Back UnlikelySummary Neumora Therapeutics' lead candidate, navacaprant, failed to meet primary and secondary endpoints in its Phase 3 KOASTAL-1 study for major depressive disorder, causing an 80% stock drop yesterday. Despite significant funding and a “promising” Phase 2 study, concerns about endpoint changes and lack of peer-reviewed data undermine confidence in navacaprant's efficacy. With two more Phase 3 studies pending, the market may have overreacted, but the likelihood of a turnaround remains slim given current evidence. Neumora's other assets and cash reserves offer limited near-term revenue prospects, making a contrarian bet on navacaprant risky and ill-advised. Read the full article on Seeking Alpha
Price Target Changed • Jan 02Price target decreased by 18% to US$19.10Down from US$23.33, the current price target is an average from 9 analysts. New target price is 870% above last closing price of US$1.97. Stock is down 88% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$3.63 last year.
お知らせ • Jan 02Neumora Therapeutics Reports Data from KOASTAL-1 Study of Navacaprant in Major Depressive DisorderNeumora Therapeutics, Inc. announced results from the Phase 3 KOASTAL-1 Study of navacaprant for the treatment of major depressive disorder (MDD). The KOASTAL-1 Study is the first of three replicate Phase 3 studies that comprise the pivotal KOASTAL program. The study did not demonstrate a statistically significant improvement on the primary endpoint of change from baseline in the Montgomery-Åsberg Depression Rating Scale (MADRS) total score at Week 6 or the key secondary endpoint of a change from baseline in the Snaith-Hamilton Pleasure Scale (SHAPS) scale. Navacaprant was shown to be safe and generally well-tolerated with no serious adverse events reported. There was no signal for increased suicidal ideation or suicidal behavior compared to placebo, as measured by Columbia Suicide Severity Rating Scale (C-SSRS). The KOASTAL program includes three replicate Phase 3 randomized, placebo-controlled, double-blind studies, KOASTAL-1, KOASTAL-2, and KOASTAL-3, designed to evaluate the efficacy and safety of navacaprant monotherapy in adult patients with moderate-to-severe MDD who have a MADRS total score = 25 at baseline. The KOASTAL-1 Study was conducted in the U.S. The KOASTAL-2 and -3 studies include sites in the U.S. and other regions. The primary endpoint of these studies is change from baseline in MADRS total score at Week 6. Key secondary endpoints include change from baseline on the SHAPS at Week 6, a measure of anhedonia. The KOASTAL Program also includes an open-label extension study, KOASTAL-LT, designed to evaluate the long-term safety of navacaprant. As noted above, a significant portion of patients who received navacaprant 80 mg (83.3%) in the KOASTAL-1 study elected to enroll in KOASTAL-LT. Patients will also have the opportunity to enroll in the KOASTAL-LT study following participation in the KOASTAL-2 and KOASTAL-3 studies.
Seeking Alpha • Dec 24Neumora: Koastal-1 Readout For MDD Treatment Is First Study On DeckSummary Neumora Therapeutics is set to release data from the phase 3 KOASTAL-1 study using Navacaprant for the treatment of patients with MDD by the end of 2024; other data in 2025. Navacaprant showed significant efficacy in a phase 2 study for MDD and is also being tested for bipolar depression, with phase 2 data expected in late 2025. Neumora has $341.3 million in cash, enough to fund operations until mid-2026, minimizing near-term dilution risk unless management opts otherwise. Key NMRA risks include the potential failure of KOASTAL-1 to meet primary endpoints and uncertainty in Navacaprant's efficacy for bipolar depression and NMRA-511 for Alzheimer's agitation. Read the full article on Seeking Alpha
New Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$255m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (4.8% increase in shares outstanding).
お知らせ • Oct 29Neumora Therapeutics, Inc. to Report Q3, 2024 Results on Nov 12, 2024Neumora Therapeutics, Inc. announced that they will report Q3, 2024 results on Nov 12, 2024
Recent Insider Transactions Derivative • Oct 20Independent Director exercised options and sold US$244k worth of stockOn the 18th of October, Matthew Fust exercised 22k options at a strike price of around US$2.52 and sold these shares for an average price of US$13.72 per share. This trade did not impact their existing holding. Since June 2024, Matthew has not owned shares directly. This was the only transaction from an insider over the last 12 months.
Seeking Alpha • Oct 16Neumora Therapeutics: A Story Of A Class II BiotechSummary Neumora Therapeutics' lead asset, Navacaprant, shows weak efficacy in phase 2 trial, casting doubt on its success in upcoming phase 3 trials. The company's AI-driven precision medicine claims have not materialized in clinical trial designs, undermining their differentiation strategy. Valuation models suggest Neumora's stock is overvalued, with a fair valuation significantly lower than the current market price. Read the full article on Seeking Alpha
お知らせ • Oct 02Neumora Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $300 million.Neumora Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $300 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Recent Insider Transactions Derivative • Sep 15Head of Research & Development notifies of intention to sell stockRobert Lenz intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of September. If the sale is conducted around the recent share price of US$11.43, it would amount to US$377k. As of today, Robert currently holds no shares directly (This sale likely refers to shares that have not yet been received). There has only been one transaction (US$189k purchase) from insiders over the last 12 months.
Recent Insider Transactions Derivative • Aug 25Chief Financial Officer notifies of intention to sell stockJoshua Pinto intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$11.90, it would amount to US$1.2m. Since September 2023, Joshua has owned 238.97k shares directly. There has only been one transaction (US$189k purchase) from insiders over the last 12 months.
お知らせ • Jun 20Neumora Therapeutics, Inc. Announces Initiation of Phase 1b Study of NMRA-511 for Treatment of Alzheimer’s Disease AgitationNeumora Therapeutics, Inc. announced the initiation of a Phase 1b study evaluating NMRA-511 for the treatment of agitation associated with dementia due to Alzheimer’s disease (AD). NMRA-511 is an oral, highly potent and selective antagonist of the vasopressin 1a receptor (V1aR) and is highly brain penetrant. Modulation of the V1aR is known to play a role in the regulation of aggression, stress and anxiety responses. The Phase 1b study will investigate NMRA-511 initially in healthy elderly adult participants and then people with agitation associated with dementia due to AD. Part A of the Phase 1b study will be a randomized, double-blind, placebo-controlled cohort designed to evaluate the safety, tolerability and pharmacokinetics of NMRA-511 in approximately 8 healthy elderly participants. Part B of the Phase 1b study is a multicenter, randomized, double-blind, placebo-controlled, parallel-group cohort designed to evaluate the safety, tolerability, and efficacy of NMRA-511 20 mg twice-daily (BID) in approximately 88 people with agitation associated with dementia due to AD. The primary endpoint of this signal-seeking study is change from baseline to Week 8 on the Cohen-Mansfield Agitation Inventory total score. Neumora expects to report topline data from this Phase 1b study in the second half of 2025. Several lines of evidence indicate that V1aR antagonists have therapeutic potential for reducing symptoms of agitation. Pre-clinically, multiple models have demonstrated that activating the vasopressin system with the endogenous agonist AVP modulates social-emotional, anxiety and threat-related behaviors across species. In rodents, the selective breeding of strains for aggressive or anxiety traits show dysregulated vasopressin release and hypothalamic-pituitary-adrenal axis functioning. Additionally, vasopressin-deficient rodents displayed impaired responses to threat stimuli, reduced anxiety and depressive-like behaviors, and impaired aggression toward intruders. Clinically, in healthy volunteers, exogenously administered vasopressin increased autonomic responsiveness to threat stimuli and increased anxiety. Conversely, V1aR antagonist administration suppressed anxiety induced by unpredictable threats. This finding is in line with data showing that concentrations of vasopressin in cerebrospinal fluid were positively correlated with levels of aggression in individuals with personality disorders. Together, these data support the development of a V1aR antagonist for the treatment of symptoms of agitation, aggression, and anxiety. Neumora recently completed a Phase 1a Single Ascending Dose (SAD) /Multiple Ascending Dose (MAD) study that evaluated 5,10, 15, 20 and 40 mg doses of NMRA-511 in 92 healthy adult participants. NMRA-511 was generally well tolerated across doses in the study, with no serious adverse events observed at any dose level. The Company looks forward to sharing additional data from the SAD /MAD study with NMRA-511 at future medical meetings.
分析記事 • Jun 18We're Hopeful That Neumora Therapeutics (NASDAQ:NMRA) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • May 15Neumora Therapeutics, Inc. Announces Initiation of Phase 2 Study of Navacaprant in Bipolar DepressionNeumora Therapeutics, Inc. announced the initiation of a Phase 2 study evaluating the safety and efficacy of navacaprant in people with bipolar depression. Navacaprant is an oral 80 mg once-daily best-in-class kappa opioid receptor (KOR) antagonist, a novel mechanism of action in development for the treatment of major depressive disorder (MDD) and bipolar depression. The randomized, double-blind, placebo-controlled, Phase 2 clinical trial is designed to evaluate the safety and efficacy of navacaprant in people with depression associated with bipolar II disorder. The study will evaluate navacaprant 80 mg monotherapy in approximately 60 patients with a moderate-to-severe major depressive episode (Montgomery–Åsberg Depression Rating Scale (MADRS) = 25). The primary endpoint of the study is change in MADRS at Week 6, and key secondary endpoints will evaluate the impact of navacaprant on anhedonia as well as other measures. Neumora expects to report topline data from this Phase 2 study in the second half of 2025. Results from this proof-of-concept study will inform further development of navacaprant in bipolar disorder, potentially including development in broader bipolar disorder populations.
お知らせ • Apr 28Neumora Therapeutics, Inc., Annual General Meeting, Jun 13, 2024Neumora Therapeutics, Inc., Annual General Meeting, Jun 13, 2024, at 08:30 US Eastern Standard Time. Agenda: To elect two Class I directors to hold office until the 2027 annual meeting of stockholders or until their successors are elected; To ratify the appointment, by the Audit Committee of the Company’s Board of Directors, of Ernst & Young LLP, as the independent registered public accounting firm and independent auditor of the Company for its year ending December 31, 2024.
お知らせ • Apr 15Neumora Therapeutics Announces Clinical Hold of Phase 1 NMRA-266 StudyNeumora Therapeutics, Inc. announced that the Phase 1 trial of NMRA-266 has been placed on clinical hold by the U.S. Food and Drug Administration (FDA). NMRA-266 is a positive allosteric modulator (PAM) of the M4 muscarinic receptor and is part of the Company’s M4 PAM franchise. The clinical hold determination follows recently available pre-clinical data showing convulsions in rabbits. Following this action, the Phase 1 single ascending dose /multiple ascending dose study with NMRA-266 has been paused. Approximately 30 participants have been dosed in the Phase 1 study, with no evidence of convulsions observed in any participant. Neumora is working with the FDA to evaluate the potential to resolve the clinical hold. While these discussions with the Agency are ongoing, the Company’s prior guidance regarding NMRA-266 is no longer applicable. Neumora will provide an update on NMRA-266 when available. Neumora’s M4 franchise includes multiple novel compounds beyond NMRA-266 that each have different properties and chemical composition. These compounds demonstrated robust activity in preclinical efficacy models, as well as high selectivity for the M4 receptor subtype and the potential for an oral once-daily dosing profile. Neumora is advancing pre-clinical safety and toxicology work with these compounds and expects to submit an IND in 2025.
New Risk • Mar 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$282m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
Seeking Alpha • Feb 08Neumora: Phase 3 MDD Readout In H2-24 Could Get Ball RollingSummary Results from the phase 3 KOASTAL-1 study, using Navacaprant for the treatment of patients with Major Depressive Disorder, expected in the 2nd half of 2024. The global Major Depressive Disorder [MDD] treatment market is estimated to reach $14.96 billion by 2032. Company hopes to differentiate itself against other MDD drugs in that Navacaprant has a novel MOA, no side effects seen in approved drugs and treat patients not yet helped. Navacaprant is versatile in that it is believed it could also be used to treat patients with bipolar depression; initiation of phase 2 bipolar depression study using this drug expected in the 1st half of 2024. Read the full article on Seeking Alpha
お知らせ • Jan 23Neumora Therapeutics Appoints Kaya Pai Panandiker as Chief Commercial OfficerNeumora Therapeutics, Inc. announced the appointment of Kaya Pai Panandiker as chief commercial officer and a member of Neumora’s executive team, reporting to Henry Gosebruch, president and chief executive officer. Ms. Pai Panandiker has more than 20 years of experience commercializing medicines in areas of significant unmet need, including the commercial launches of TRINTELLIX® (vortioxetine) and REXULTI® (brexpiprazole) for major depressive disorder (MDD) and schizophrenia. Ms. Pai Panandiker brings extensive commercial strategy and execution expertise to Neumora, having led the launches of multiple neuropsychiatry products throughout her career. Prior to joining Neumora, Ms. Pai Panandiker served as head of commercial at Cerevel Therapeutics and general manager, neuroscience at Lundbeck US. During her time at Lundbeck, Ms. Pai Panandiker led commercialization efforts for its neuroscience franchise, achieving blockbuster sales. Ms. Pai Panandiker holds a master’s in public policy from University of Chicago and a bachelor's in American studies from University of Wisconsin Madison.
お知らせ • Dec 12Neumora Therapeutics, Inc. Appoints Jason Duncan as Chief Legal OfficerNeumora Therapeutics, Inc. announced the appointment of Jason Duncan as chief legal officer. Mr. Duncan will be a member of Neumoras Executive Team, reporting to Henry Gosebruch, chief executive officer, and will oversee all aspects of the Company's legal and compliance functions. Mr. Duncan has more than two decades of legal, compliance, development and operations experience in the life sciences industry. Prior to joining Neumora, he served as chief legal officer, general counsel, secretary to the board of directors and head of program management at Albireo Pharma, a publicly traded Boston-based biotech company that was acquired by Ipsen earlier this year. During his time at Albireo, Mr. Duncan contributed to growing the company from an early clinical stage biotech to a fully integrated commercial organization with two drug approvals and a successful global launch. Prior to Albireo, Mr. Duncan served as general counsel, Americas at Stallergenes Greer Holdings and vice president, head of compliance and legal, North America at Sobi, Inc. Earlier in his career Mr. Duncan held roles at EMD Serono, Inc., Acushnet Company, Nixon Peabody LLP and Peabody &Arnold LLP. Mr. Duncan holds a J.D., magna cum laude, from Suffolk University Law School and a B.A. in Political Science from Dickinson College.
お知らせ • Nov 29Neumora Therapeutics, Inc. Announces NMRA-266 IND Clearance and Initiation of Phase 1 Clinical StudyNeumora Therapeutics, Inc. announced the initiation of a Phase 1 single ascending dose /multiple ascending dose study evaluating NMRA-266 in healthy adult participants. NMRA-266 is a highly selective positive allosteric modulator of the M4 muscarinic receptor that Neumora is developing as a treatment for schizophrenia and other neuropsychiatric disorders. Neumora believes that as a selective M4 receptor-positive allosteric modulator, NMRA-266 has the potential to deliver antipsychotic efficacy, while minimizing the side effects associated with current antipsychotics and other non-selective muscarinic agonists.
お知らせ • Sep 16Neumora Therapeutics, Inc. has completed an IPO in the amount of $250.07 million.Neumora Therapeutics, Inc. has completed an IPO in the amount of $250.07 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 14,710,000 Price\Range: $17 Transaction Features: Sponsor Backed Offering
