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Seagen 配当と自社株買い
配当金 基準チェック /06
Seagen配当金を支払った記録がありません。
主要情報
n/a
配当利回り
-0.3%
バイバック利回り
| 総株主利回り | -0.3% |
| 将来の配当利回り | 0% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
更新なし
Recent updates
Seeking Alpha • Oct 04
Seagen: A Stellar Portfolio Anchor
Summary As it successfully transitioned into a commercial-stage operator, Seagen is enjoying great progress. The four drugs powering Seagen's marketed portfolio are generating robust revenue growth. Meanwhile, various catalysts like the recent LAVA deal would deliver much long-term upside. Seagen It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price. - Warren Buffett Author's Note: This article is an abridged version of an article originally published for members of the Integrated BioSci Investing marketplace on September 28, 2022. While you can make money trading biotech catalysts, your biggest gains come from holding carefully chosen growth bio-stocks throughout many market cycles. After all, that's where you'll get your multi-bagger profits. And, that's what the investing gurus like Warren Buffett or Charlie Munger would do. As you can see, only a few biotech firms would become the large biopharmaceuticals of the future. One reason is that promising firms tend to get acquired. The other more common reason is that subpar performers never grow into a large cap operator. As such, you should follow the investing thesis (i.e., story) of your stocks to see if you should hold them for the long haul. That being said, I'd like to revisit a company that has great long-term potential. Powered by four great medicines, Seagen Inc. (SGEN) is poised to enjoy almost $1.7B in revenues for this year. Despite tremendous progress, there are many fundamental improvements to deliver long-term upsides. In this research, I'll feature a fundamental analysis of Seagen and share with you my expectation of this intriguing Phillip Fisher growth equity. StockCharts Figure 1: Seagen chart About The Company As usual, I'll present a brief corporate overview for new investors. If you're familiar with the firm, I suggest that you skip to the next section. I noted in the prior research, Operating out of Bothell Washington, Seagen is focused on the development and commercialization of novel antibody-drug conjugates (“ADCs”) to serve the strong unmet need in various cancer indications. Of note, ADCs work by linking a payload drug to an antibody that has binding-specificity to certain cancer cells. As such, this leads to improved drug specificity, stability, and potency. In harnessing the power of ADCs, Seattle Genetics is brewing a robust therapeutic pipeline of approved medicines and developing drugs with different partners. Seagen Figure 2: Therapeutic pipeline Tracking Seagen's Investment Thesis Before proceeding with the analysis, you should place Seagen into its appropriate investment category. That way, you can better track its progress and thereby know when to buy, sell, or hold. Here, Seagen fits into the "growth biotech" category. As such, you'd want to monitory any developments relating to its Big Four franchises (i.e., Padcev, Adcetris, Tukysa, and Tivdak). Growth for these approved drugs entails increasing sales and advancement relating to label expansions. Beyond the approved drugs, you want to make sure the majority of new developments (either organic or via partnership/acquisition) remains in the immuno-oncology (i.e., I/O) niche and relating to its technology (i.e., ADC). So long as you see that growth/development for the Big Four as well as additional I/O and ADC, you know that your investment thesis (i.e., story) is working out well. LAVA Therapeutics Deal Committed to long-term growth beyond the approved medicines, Seagen recently entered into a partnership with LAVA Therapeutics back on September 26. Given that a growth biotech is heavily invested in long-term growth, this is a good sign that your investing thesis is working out. Hence, let us take a closer look at this partnership. Accordingly, Seagen would in-license the pre-clinical molecule from LAVA, i.e., LAVA-1223. Capturing the power of the Gammabody technology, LAVA-123 triggers a specific subset of T-cells -- the bispecific gamma/delta (i.e., GD) T cell engagers -- to target a highly prevalent surface marker in solid tumors. Namely, that marker is the epidermal growth factor receptor (i.e., EGFR). You can think of LAVA-1223 as a smart medicine telling the GD T-cells to zone in on cancers having the EGFR on its surface while sparing normal cells. That confers tremendous specificity and highly efficacious cancer decimation. With EGFR being found on many cancer cells (colorectal, lung, head/neck), the potential of this first-in-class drug is tremendous. Commenting on the deal, the interim CEO and CMO (Dr. Roger Dansey) remarked, Seagen is committed to driving innovation to improve the lives of people with cancer, and this agreement represents the company’s entry into a novel class of therapeutics that are designed to overcome the challenges of standard T cell engagers by leveraging the activity of a distinct T cell subset. This exclusive license from LAVA provides Seagen with the opportunity to harness its expertise in developing first-in-class targeted cancer therapies, along with the company’s global development and commercialization capabilities. LAVA Figure 3: Gammabody platform mechanism of action Of specific deal terms, Seagen would receive the exclusive global license for LAVA-1223. In return, Seagen would pay LAVA $50M upfront plus $650M in potential development. That means, if LAVA-1223's developments bear fruits (i.e., positive clinical results and approval), LAVA can gain up to as much as $650M. On top of that, there's also ongoing royalties ranging from single digits to mid-teens on future sales results. Riding Seagen's deep expertise in therapeutic developments and tremendous experience navigating the regulatory landscapes, you can bet that this would give LAVA-1223 the best chances of success. If positive, LAVA gets to enjoy part of the profits with Seagen in the future. The $50M now would give the smaller company (i.e., LAVA) much needed cash to fund their operations. While it seems highly in favor of LAVA, the hidden value in this deal for Seagen is the rights to LAVA's Gammabody platform for two additional tumor targets. Those two indications can procure more blockbusters Seagen. As you know, the vast applications of LAVA's Gammabody platform (in the hands of a highly experienced innovator, Seagen) would substantially increase the chance that some (if not most) development would deliver positive results. According to the President and CEO of LAVA (Stephen Hurly), LAVA is pioneering the development of gamma delta bispecific antibodies to treat cancer, and we are pleased to work with Seagen in this pursuit. The combination of LAVA’s proprietary Gammabody platform and deep bispecific expertise, with Seagen’s leadership in developing targeted therapies for cancer and commercialization infrastructure, makes this an ideal partnership to advance novel therapies for patients. This agreement enables LAVA to further validate its platform in a second solid tumor product candidate, bringing us closer toward our goal of generating effective Gammabody medicines for cancer patients. We look forward to working with Seagen to develop potential next generation cancer treatments. Zai Lab Collaboration Asides from the said deal with LAVA, Seagen also announced the partnership with Zai Lab on September 27 for Tivdak. As the first and only ADC approved in the US for adults suffering from metastatic cervical cancer - with disease progression on or after chemo - Tivdak is an ideal drug for Zai Lab to add to their oncology (i.e., cancer) portfolio. As you can see, the collaboration would give Seagen $30M in upfront payment. Moreover, Seagen is set to gain more money on milestones (i.e., development, regulatory, and commercial). Furthermore, Seagen and its other collaborative partner Genmab (GMAB) would share 50/50 on the tiered sales royalty. As such, Seagen is set to profit from three fonts. And, you can appreciate that a partnership like this would give Seagen more cash to invest in other deals such as LAVA. In a therapeutic launch, your drug should either be the first, the only, or different from competitors for it to succeed. As you saw, Tivdak is both the first and only of its kind approved in the USA. As such, the chances are highly in its favor. Back in 2021, the FDA granted Tivdak accelerated approval for recurrent/metastatic cervical cancer (i.e., one of the deadliest cancers). Now, Seagen is still running a confirmatory Phase 3 open-label, randomized, global clinical trial dubbed innovaTV 301. I forecasted 75% (extremely favorable) chances of positive data results which would grant further approval in the region where Zai Lab operates -- Mainland China, Hong Kong, Macau, and Taiwan. Highly excited about the partnership, the President & CCO (William Liang) enthused, Zai Lab has a significant presence treating women’s cancers in China, and Tivdak is an important addition to our oncology commercial portfolio. Treatments for cervical cancer remain a significant unmet need in China with approximately 110K new cases annually, and currently there are few effective therapeutic options available. We look forward to this collaboration with Seagen to make Tivdak available for patients in China as we expand our oncology portfolio. Aside from the aforementioned Phase 3 trial, Seagen is pushing Tivdak into early clinical development for first-line cervical cancer usage and for certain other solid tumors. Therefore, the management is unlocking more value from the Tivdak franchise for the coming years. Simply put, Tivdak (like other stellar drugs of Seagen) is a fruiting tree that keeps on yielding more fruits. Latest Operating Results Shifting gears, you should check the latest performance. After all, the management's previous efforts translated into the current operating results. You may think that past results do not guarantee future performance. Nevertheless, it can provide strong indications on where the company is heading. Viewing the figure below, Seagen has posted phenomenal 2Q2022 sales growths. The product sales of Big Four came in at the remarkable 24% (i.e., from $383M to $432M) year-over-year ("YOY") rate. Adcetris and Padcev contributed to the strongest sales growth. While Tivdak did not post impressive figures, I believe that it'll do much better in the future because the Zai Lab collaboration would materialize over time. Moreover, becoming a first-line treatment would boost sales growth. Overall, you can anticipate that the uptrend trends for both revenues and product sales would continue. Seagen Figure 4: Latest operational results Going into year-end, you can see that Seagen is projected to deliver from $1.71B to $1.75B in revenues. It was revised from the previous estimate of $1.66B to $1.74B. Moreover, Adcetris sales are expected to come in higher (i.e., from $750M to $775M) than previous trajectory.Seeking Alpha • Sep 26
Seagen in licensing deal with Lava Therapeutics for cancer candidate
Seagen Inc. (NASDAQ:SGEN) announced a license agreement with Dutch biotech LAVA Therapeutics N.V. (LVTX) on Monday for preclinical candidate LAVA-1223 which is designed to target epidermal growth factor receptor (EGFR)-expressing solid tumors. Per the terms, SGEN will pay $50M upfront to LAVA to receive an exclusive worldwide license for LAVA-1223 which uses the latter's proprietary Gammabody technology. The deal also includes up to about $650M milestone payments and royalties on future sales in the range of single digits to the mid-teens. Additionally, the agreement gives SGEN, which focuses on antibody-drug conjugates for cancer, exclusive rights of negotiation to apply LAVA's Gammabody platform on up to two additional tumor targets. LVTX shares have added ~113% pre-market in reaction to the deal, and SGEN is trading flat. SGEN, which was rumored to have attracted buyout interest from Merck (MRK), lost in value in recent days as M&A prospects cooled.Seeking Alpha • Sep 14
Seagen ticks lower as management suggests it could look at acquisitions
Seagen (NASDAQ:SGEN) ticked down 0.3% as management appeared to indicate the biotech company would be looking at acquisitions rather than being acquired. Seagen management is currently presenting at the Morgan Stanley 20th Annual Global Healthcare Conference. "I would not be surprised to see Seagen move forward on some pretty creative and accretive corporate development initiatives," a Seagen executive said at the conference. The comments come after a a Bloomberg report late last month that talks with Merck (MRK) to buy the company have stalled for the time being. The talks are said to have ended over a disagreement on price. Developing story ...Seeking Alpha • Aug 26
Merck's talks with Seagen said to hit obstacle over price - report
Merck & Co.'s (NYSE:MRK) discussions to purchase cancer-drug company Seagen (NASDAQ:SGEN) are said to have been put on hold. The talks are said to have ended over a disagreement on price, according to a Bloomberg report. The discussions could still resume and a deal could still happen. Developing story ...Seeking Alpha • Aug 12
Seagen falls as arbitrator rules in favor of Daiichi Sankyo
The shares of cancer-focused biotech Seagen Inc. (NASDAQ:SGEN) dropped after the company announced an unfavorable outcome to its arbitration with the Japanese pharma company Daiichi Sankyo (OTCPK:DSKYF) (OTCPK:DSNKY). The arbitration relates to their 2008 collaboration agreement over the use of antibody-drug conjugate (ADC) technology. Issuing a decision, “the arbitrator ruled in favor of Daiichi Sankyo, citing statute of limitations and disagreement with Seagen on the interpretation of the contract,” the company said in a statement on Friday. “While we are disappointed with the arbitration decision, it was important for us to pursue this legal action,” Roger Dansey, the interim Chief Executive of Seagen (SGEN), remarked, adding, “this does not impact our existing business.”決済の安定と成長
配当データの取得
安定した配当: SGENの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: SGENの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Seagen 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (SGEN) | n/a |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.3% |
| 業界平均 (Biotechs) | 2.4% |
| アナリスト予想 (SGEN) (最長3年) | 0% |
注目すべき配当: SGENは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: SGENは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: SGENの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: SGENが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
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 | 2023/12/15 16:02 |
| 終値 | 2023/12/13 00:00 |
| 収益 | 2023/09/30 |
| 年間収益 | 2022/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Seagen Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Emily Bodnar | Berenberg |
| George Farmer | BMO Capital Markets Equity Research |
| Geoffrey Meacham | BofA Global Research |