Neumora Therapeutics, Inc.

NasdaqGS:NMRA 株式レポート

時価総額:US$298.3m

Neumora Therapeutics 過去の業績

過去 基準チェック /06

Neumora Therapeuticsの収益は年平均-4.9%で減少しているが、Pharmaceuticals業界はgrowingで10.7%年平均の収益となった。

主要情報

-4.95%

収益成長率

51.65%

EPS成長率

Pharmaceuticals 業界の成長5.95%
収益成長率n/a
株主資本利益率-314.65%
ネット・マージンn/a
前回の決算情報31 Mar 2026

最近の業績更新

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

収支内訳

Neumora Therapeutics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:NMRA 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 260-22256163
31 Dec 250-23760176
30 Sep 250-23663177
30 Jun 250-25267197
31 Mar 250-25867207
31 Dec 240-24463201
30 Sep 240-29457194
30 Jun 240-27456175
31 Mar 240-25450159
31 Dec 230-23645143
30 Sep 230-15541127
30 Jun 230-13234108
31 Mar 230-1233399
31 Dec 220-1313192
30 Sep 220-1303287
30 Jun 220-2783079
31 Mar 220-2652966
31 Dec 210-2372556
30 Sep 210-2302147
31 Dec 200-99817

質の高い収益: NMRAは現在利益が出ていません。

利益率の向上: NMRAは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: NMRAは利益が出ておらず、過去 5 年間で損失は年間4.9%の割合で増加しています。

成長の加速: NMRAの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: NMRAは利益が出ていないため、過去 1 年間の収益成長をPharmaceuticals業界 ( -6% ) と比較することは困難です。


株主資本利益率

高いROE: NMRAは現在利益が出ていないため、自己資本利益率 ( -314.65% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/07/20 13:12
終値2026/07/17 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