Neumora Therapeutics, Inc.

NasdaqGS:NMRA 株式レポート

時価総額:US$316.8m

Neumora Therapeutics マネジメント

マネジメント 基準チェック /24

Neumora Therapeuticsの CEO はPaul Bernsで、 Feb2025年に任命され、 の在任期間は 1.5年です。 の年間総報酬は$ 4.56Mで、 15.3%給与と84.7%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4.16%を直接所有しており、その価値は$ 13.18M 。経営陣と取締役会の平均在任期間はそれぞれ1.5年と4.8年です。

主要情報

Paul Berns

最高経営責任者

US$4.6m

報酬総額

CEO給与比率15.34%
CEO在任期間1.5yrs
CEOの所有権4.2%
経営陣の平均在職期間1.5yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 10

NMRA: Early Neuroscience Pipeline Will Become Central Driver After Trial Setback

Analysts have cut their average price target for Neumora Therapeutics from about $8.91 to roughly $6.53, reflecting the removal of navacaprant from their models after the KOASTAL-2 and KOASTAL-3 trial setbacks, partially offset by interest in the remaining pipeline and expected cost savings. Analyst Commentary Recent Street research on Neumora Therapeutics centers on the decision to discontinue navacaprant after the KOASTAL-2 and KOASTAL-3 outcomes and how that change affects valuation, cost structure, and focus on the earlier stage pipeline.
ナラティブ更新 Jun 26

NMRA: Early Pipeline And Cost Cuts Will Drive Future Rebound Potential

Neumora Therapeutics' analyst price targets have been cut sharply, with several firms lowering their views into a $4 to $7 range after removing navacaprant from their models following the KOASTAL-2 and -3 Phase 3 failures and incorporating cost savings from a 35% workforce reduction, alongside continued interest in the remaining early-stage pipeline. Analyst Commentary Recent research on Neumora Therapeutics reflects a reset in expectations after the KOASTAL-2 and -3 outcomes, with price targets now clustered in the mid-single digits and coverage largely maintained.
新しいナラティブ Apr 15

Multiple Late Stage Brain Disease Programs Will Drive Long Term Upside Potential

Catalysts 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 01

CNS And Obesity Pipeline Will Create Long Term Value As Late Stage Data Emerges

Catalysts 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 30

Neumora Therapeutics: Downgrading After Navacaprant Development Setback

Summary 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
Seeking Alpha Jan 03

Neumora Therapeutics: Tanking On Disastrous MDD Data, Bounce Back Unlikely

Summary 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
Seeking Alpha Dec 24

Neumora: Koastal-1 Readout For MDD Treatment Is First Study On Deck

Summary 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
Seeking Alpha Oct 16

Neumora Therapeutics: A Story Of A Class II Biotech

Summary 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
分析記事 Jun 18

We're Hopeful That Neumora Therapeutics (NASDAQ:NMRA) Will Use Its Cash Wisely

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha Feb 08

Neumora: Phase 3 MDD Readout In H2-24 Could Get Ball Rolling

Summary 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

CEO報酬分析

Neumora Therapeutics の収益と比較して、Paul Berns の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$222m

Dec 31 2025US$5mUS$700k

-US$237m

Sep 30 2025n/an/a

-US$236m

Jun 30 2025n/an/a

-US$252m

Mar 31 2025n/an/a

-US$258m

Dec 31 2024US$9mUS$470k

-US$244m

Sep 30 2024n/an/a

-US$294m

Jun 30 2024n/an/a

-US$274m

Mar 31 2024n/an/a

-US$254m

Dec 31 2023US$9mUS$538k

-US$236m

Sep 30 2023n/an/a

-US$155m

Jun 30 2023n/an/a

-US$132m

Mar 31 2023n/an/a

-US$123m

Dec 31 2022US$3mUS$570k

-US$131m

Sep 30 2022n/an/a

-US$130m

Jun 30 2022n/an/a

-US$278m

Mar 31 2022n/an/a

-US$265m

Dec 31 2021US$780kUS$520k

-US$237m

報酬と市場: Paulの 総報酬 ($USD 4.56M ) は、 US市場 ($USD 2.41M ) の同規模の企業の平均を上回っています。

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


CEO

Paul Berns (59 yo)

1.5yrs
在職期間
US$4,562,461
報酬

Mr. Paul L. Berns is Director of RhyGaze AG. He is Chairman of the Board of Ollin Biosciences Inc. He serves as a Director at Kardigan, Inc since June 2024. He is Chairman & CEO of Neumora Therapeutics, In...


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
Paul Berns
Chairman & CEO1.5yrsUS$4.56m4.16%
$ 13.2m
Joshua Pinto
President1.5yrsUS$6.74m0.090%
$ 286.3k
Daljit Aurora
Chief Operationg & Development officer1.5yrsUS$3.30m0.018%
$ 58.2k
Michael Milligan
CFO & Principal Accounting Officer1.5yrsデータなし0.0058%
$ 18.3k
Nicholas Brandon
Chief Scientific Officer4.6yrsデータなしデータなし
Pablo Gersberg
Chief Information Officer1.6yrsデータなしデータなし
Jason Duncan
Chief Legal & Administrative Officer2.7yrsUS$4.41mデータなし
Helen Rubinstein
Head of Investor Relationsno dataデータなしデータなし
Amy Sullivan
Chief Human Resources Officer3.9yrsデータなしデータなし
Paul Yeung
Senior Vice President of Clinical Developmentless than a yearデータなしデータなし
Stefan Bluemmers
Senior VP of Business Development & Portfolio Managementless than a yearデータなしデータなし
David Phillips
Senior Vice President & Head of Qualityless than a yearデータなしデータなし
1.5yrs
平均在職期間
52.5yo
平均年齢

経験豊富な経営陣: NMRAの経営陣は 経験豊富 とはみなされません ( 1.5年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Paul Berns
Chairman & CEO1.5yrsUS$4.56m4.16%
$ 13.2m
Edward Scolnick
Member of Scientific Advisory Boardno dataデータなしデータなし
Matthew Fust
Independent Director5.7yrsUS$134.26k0%
$ 0
Edward Roberts
Member of Scientific Advisory Boardno dataデータなしデータなし
Kristina Burow
Independent Director6.6yrsUS$111.13k0.026%
$ 81.6k
John Krystal
Member of Scientific Advisory Boardno dataデータなしデータなし
Mark Daly
Member of Scientific Advisory Boardno dataデータなしデータなし
Gaurav Singal
Member of Technology Advisory Boardno dataデータなしデータなし
Alaa Halawa
Independent Director3.9yrsUS$106.13k0%
$ 0
Sandeep Datta
Member of Scientific Advisory Boardno dataデータなしデータなし
Andrew Trister
Member of Technology Advisory Boardno dataデータなしデータなし
Patrick Sullivan
Member of Scientific Advisory Boardno dataデータなしデータなし
4.8yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: NMRAの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/13 23:41
終値2026/08/13 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

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, LLC
Douglas TsaoH.C. Wainwright & Co.
Tessa RomeroJ.P. Morgan