Sagimet Biosciences Inc.

NasdaqGM:SGMT 株式レポート

時価総額：US$591.8m

Sagimet Biosciences 過去の業績

過去 基準チェック /06

Sagimet Biosciencesの収益は年間平均-20.2%の割合で減少していますが、 Biotechs業界の収益は年間 増加しています。収益は年間33.7% 100%割合で 減少しています。

主要情報

-20.22%

収益成長率

106.76%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率-99.97%
株主資本利益率-18.38%
ネット・マージンn/a
前回の決算情報30 Jun 2026

最近の業績更新

更新なし

Recent updates

分析記事 • 18h

Here's Why We're Not At All Concerned With Sagimet Biosciences' (NASDAQ:SGMT) Cash Burn Situation

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 • Aug 05

Sagimet: A Look Ahead To Earnings And A Catalyst-Heavy H2 2026

Summary Sagimet Biosciences is a catalyst-driven biotech, with value anchored to the upcoming U.S. Phase 3 denifanstat acne trial. SGMT's recent $175M equity raise extends cash runway through 2028, de-risking near-term financing and supporting Phase 3 execution. The U.S. Phase 3 trial aims to replicate strong China data, targeting best-in-class oral efficacy and safety in moderate-to-severe acne. Valuation reflects a call option on Phase 3 success, with downside cushioned by a robust balance sheet and multi-year runway. Read the full article on Seeking Alpha
分析記事 • Apr 18

Here's Why We're Not Too Worried About Sagimet Biosciences' (NASDAQ:SGMT) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, Sagimet...
分析記事 • Jan 12

We're Hopeful That Sagimet Biosciences (NASDAQ:SGMT) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, although...
分析記事 • Mar 19

Sagimet Biosciences (NASDAQ:SGMT) Is In A Good Position To Deliver On Growth Plans

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 • Mar 07

Sagimet Biosciences' Denifanstat Should Be Worth More Today

Summary Denifanstat is SGMT’s leading FASN inhibitor for MASH. It has shown strong Phase 2b results and earned the FDA Breakthrough Therapy designation. SGMT also has a diversified pipeline on acne, solid tumors, and GBM, enhancing its optionality beyond its primary MASH focus. They’ve recently shown some positive trial milestones, including the first Phase 3 dosing. SGMT’s management estimates that if Denifanstat is approved as a MASH therapy, it could have significant market potential for millions of US patients. In my view, SGMT simply has too many strategic options like partnerships, licensing, or M&A that could unlock its value with Denifanstat in the next few years. Read the full article on Seeking Alpha
分析記事 • Dec 15

Sagimet Biosciences (NASDAQ:SGMT) Is In A Good Position To Deliver On Growth Plans

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha • Nov 14

Sagimet: More Than Just A MASH Drug Development Biotech

Summary Sagimet Biosciences Inc.'s Initiation of the phase 3 FASCINIT and FASCINATE-3 studies, using denifanstat for treatment of patients with MASH/MAFLD & MASH respectively, expected before the end of 2024. The global acne treatment market size is projected to grow from $17.48 billion by 2032. Results from phase 3 study by partner Ascletis, using denifanstat for treatment of patients with Acne Vulgaris, expected by Q2 of 2025. The global non-alcoholic steatohepatitis market expected to reach $39.3 billion by 2031. Read the full article on Seeking Alpha
Seeking Alpha • Oct 18

Sagimet Soars: FDA Breakthrough Therapy Designation And Lancet Review Validate Denifanstat

Summary Sagimet Biosciences' Denifanstat shows significant potential in treating MASH, with FDA Breakthrough Therapy designation and peer-reviewed validation, supporting a "Strong Buy" rating. Denifanstat's unique FASN inhibition mechanism effectively reduces liver fibrosis, positioning it as a superior treatment for advanced MASH compared to competitors like Tirzepatide. SGMT's robust financials, including $188.5 million in liquidity and no debt, provide a solid foundation for advancing Denifanstat through Phase 3 trials. Potential applications in dermatology and oncology, along with favorable safety profiles, enhance Denifanstat's market prospects and underscore SGMT's undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Jul 31

Sagimet Biosciences' Denifanstat Remains A Strong Buy Despite Eli Lilly's Tirzepatide

Summary Sagimet Biosciences is progressing with Denifanstat research targeting MASH, acne, and cancer with promising Phase 2b trial results. Denifanstat is progressing toward Phase 3 trials, with positive results reinforcing its potential, especially for hepatic-impaired patients. Eli Lilly’s Tirzepatide presents strong competition for Denifanstat in MASH treatment, showing higher efficacy in recent trials. SGMT’s strong cash position and favorable valuation make it an attractive investment despite Eli Lilly's competitive pressures. Denifanstat’s unique safety profile and potential for combination therapies justify a "Strong Buy" rating, targeting niche markets and specific patient populations. Read the full article on Seeking Alpha
分析記事 • May 31

Companies Like Sagimet Biosciences (NASDAQ:SGMT) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Apr 26

Sagimet Biosciences' Denifanstat Imminent Phase 3: A Promising Investment Opportunity

Summary Sagimet Biosciences is a clinical-stage biopharmaceutical company researching a cure for metabolic dysfunction-related diseases by inhibiting fatty acid synthase. Revenue generated so far comes from licensing agreements, and no product sales are anticipated in the near future. SGMT's leading drug candidate, denifanstat, is progressing to phase 3 with successful trial results, targeting MASH, a leading cause of liver transplants. SGMT's balance sheet shows a cash runway of about 3.3 years, sufficient for Phase 3 trials. Still, I'm somewhat concerned due to a high rate of TEAEs related to denifanstat. Despite risks associated with clinical trials and adverse events, SGMT is a strong buy with significant upside potential in MASH. Read the full article on Seeking Alpha
Seeking Alpha • Jan 24

Sagimet: Additional Upside Possible After Latest NASH Data Release

Summary Primary endpoints and multiple secondary endpoints met in phase 2b FASCINATE study, using denifanstat for F2-F3 NASH patients with statistical significance. An end of phase 2 meeting and phase 3 trial initiation using denifanstat for the treatment of NASH patients with related fibrosis, is expected in 2024. The global non-alcoholic steatohepatitis market is expected to reach $20 billion by 2029. FASN pathway inhibition can also be used towards treating cancers and dermatological disorders. Read the full article on Seeking Alpha

収支内訳

Sagimet Biosciences 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

NasdaqGM:SGMT 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 260-471835
31 Mar 260-441831
31 Dec 250-511839
30 Sep 250-581847
30 Jun 250-591749
31 Mar 250-571749
31 Dec 240-461638
30 Sep 240-381630
30 Jun 242-291622
31 Mar 242-281421
31 Dec 232-281320
30 Sep 232-271120
30 Jun 230-28722
31 Mar 230-28624
31 Dec 220-30625
31 Dec 210-24419
31 Dec 200-1138

質の高い収益: SGMTは現在利益が出ていません。

利益率の向上: SGMT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: SGMTは利益が出ておらず、過去 5 年間で損失は年間20.2%の割合で増加しています。

成長の加速: SGMT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: SGMTは利益が出ていないため、過去 1 年間の収益成長をBiotechs業界 ( 67.9% ) と比較することは困難です。

株主資本利益率

高いROE: SGMTは現在利益が出ていないため、自己資本利益率 ( -18.38% ) 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

7D

1Y

7D

1Y

7D

1Y

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2026/08/12 05:11
終値2026/08/12 00:00
収益2026/06/30
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やYouTubeのチュートリアルも用意しています。

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

Sagimet Biosciences 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。12

アナリスト機関
Eliana MerleBarclays
Edward NashCanaccord Genuity
Jonathan WollebenCitizens JMP Securities, LLC