Sutro Biopharma（STRO）株式概要
サトロ バイオファーマ社は、がん領域で事業を展開している。 詳細
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Analyst Price Targets
Sutro Biopharma, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$29.55 |
| 52週高値 | US$43.85 |
| 52週安値 | US$6.74 |
| ベータ | 1.55 |
| 1ヶ月の変化 | 7.93% |
| 3ヶ月変化 | 20.96% |
| 1年変化 | 269.84% |
| 3年間の変化 | -36.45% |
| 5年間の変化 | -84.27% |
| IPOからの変化 | -80.56% |
最新ニュース
ナラティブの更新 • Jun 15
STRO: ADC Pipeline And Equity Raise Will Drive Future Upside Potential
Analysts have slightly increased their price target on Sutro Biopharma to $48.31 from $48.17, citing refreshed assumptions around discount rates, revenue trajectory, margins, and a lower projected future P/E multiple. What's in the News Sutro Biopharma shared preclinical data at the American Association for Cancer Research Annual Meeting 2026 covering six presentations, including one oral session and five posters, focused on its next generation antibody drug conjugate pipeline.ナラティブの更新 • Jun 01
STRO: ADC Pipeline Progress Will Drive Future Upside Potential
Analysts have raised their price target on Sutro Biopharma from about $32 to roughly $48, citing updated assumptions that include a slightly higher discount rate, a steeper projected revenue decline, a stronger profit margin profile, and a higher implied future P/E multiple. What's in the News Sutro Biopharma reported preclinical data for STRO-004, a tissue factor targeted ADC, showing robust antitumor activity and disease control across multiple TF expressing solid tumor patient derived xenograft models at a single 5 mg/kg dose, with a highest non severely toxic dose of 50 mg/kg and a pharmacokinetic profile that is expected to support higher drug exposure (Key Developments).分析記事 • May 28
Industry Analysts Just Upgraded Their Sutro Biopharma, Inc. (NASDAQ:STRO) Revenue Forecasts By 46%
Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders will have a reason to smile today, with the analysts making...Seeking Alpha • May 01
Sutro Biopharma: Recycling Past Data Ahead Of The Readout, Sell
Summary Sutro Biopharma underwent major restructuring, including management changes, layoffs, and a 1-for-10 reverse split to maintain NASDAQ compliance. STRO's lead program, STRO-004, is a next-gen tissue factor-targeting exatecan ADC with a DAR of 8, aiming for Phase 1 data in mid-2026. Despite claims of improved safety via Fc-silencing and novel linker chemistry, prior ADCs (luveltamab tazevibulin) with similar strategies suffered high toxicities and discontinuation. Cash reserves and Vaxcyte equity holdings have dropped from ~$400M between 2023 to 2025 to $141.5M as of March 2026, raising sustainability concerns ahead of key clinical readouts. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 15
STRO: ADC Pipeline And Equity Raise Will Drive Future Upside Potential
Analysts have slightly increased their price target on Sutro Biopharma to $48.31 from $48.17, citing refreshed assumptions around discount rates, revenue trajectory, margins, and a lower projected future P/E multiple. What's in the News Sutro Biopharma shared preclinical data at the American Association for Cancer Research Annual Meeting 2026 covering six presentations, including one oral session and five posters, focused on its next generation antibody drug conjugate pipeline.ナラティブの更新 • Jun 01
STRO: ADC Pipeline Progress Will Drive Future Upside Potential
Analysts have raised their price target on Sutro Biopharma from about $32 to roughly $48, citing updated assumptions that include a slightly higher discount rate, a steeper projected revenue decline, a stronger profit margin profile, and a higher implied future P/E multiple. What's in the News Sutro Biopharma reported preclinical data for STRO-004, a tissue factor targeted ADC, showing robust antitumor activity and disease control across multiple TF expressing solid tumor patient derived xenograft models at a single 5 mg/kg dose, with a highest non severely toxic dose of 50 mg/kg and a pharmacokinetic profile that is expected to support higher drug exposure (Key Developments).分析記事 • May 28
Industry Analysts Just Upgraded Their Sutro Biopharma, Inc. (NASDAQ:STRO) Revenue Forecasts By 46%
Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders will have a reason to smile today, with the analysts making...Seeking Alpha • May 01
Sutro Biopharma: Recycling Past Data Ahead Of The Readout, Sell
Summary Sutro Biopharma underwent major restructuring, including management changes, layoffs, and a 1-for-10 reverse split to maintain NASDAQ compliance. STRO's lead program, STRO-004, is a next-gen tissue factor-targeting exatecan ADC with a DAR of 8, aiming for Phase 1 data in mid-2026. Despite claims of improved safety via Fc-silencing and novel linker chemistry, prior ADCs (luveltamab tazevibulin) with similar strategies suffered high toxicities and discontinuation. Cash reserves and Vaxcyte equity holdings have dropped from ~$400M between 2023 to 2025 to $141.5M as of March 2026, raising sustainability concerns ahead of key clinical readouts. Read the full article on Seeking Alphaナラティブの更新 • Apr 25
STRO: ADC Progress And Equity Offering Will Shape Balanced Future Outlook
Analysts have raised their price target for Sutro Biopharma by about $2, reflecting updated fair value estimates along with revised assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Sutro reported promising preclinical data for multiple next generation antibody drug conjugates (ADCs), including STRO-004, STRO-006 and STRO-227, at the American Association for Cancer Research Annual Meeting 2026.ナラティブの更新 • Apr 10
STRO: Equity Offering And Lockup Structure Will Support Future Upside
Analysts now place Sutro Biopharma's price target at about $30.11, up from roughly $27.88. This reflects updated assumptions around fair value, discount rate, future revenue trends, profit margin, and a higher future P/E of about 199x.ナラティブの更新 • Mar 27
STRO: Recent Equity Raises And Lockup Structure Will Support Future Upside
Analysts have revised their price target for Sutro Biopharma from $21.25 to $27.88, reflecting updated assumptions around discount rate, revenue growth, profit margin, and a higher future P/E in their models. What's in the News Sutro Biopharma filed a follow-on equity offering of up to US$100 million in common stock as an at-the-market program, providing flexibility to issue shares over time.
ナラティブの更新 • Mar 10
STRO: Equity Raise And Index Removal Will Set Up Future Upside Potential
Analysts have kept their $51.00 price target on Sutro Biopharma unchanged, as a slightly lower discount rate and a higher assumed future P/E multiple are seen as offsetting a softer revenue outlook and reduced profit margin expectations. What's in the News Sutro Biopharma completed a follow on equity offering of approximately US$110.0 million, issuing 7,868,383 common shares at US$13.98 per share with a US$0.8388 discount per share (Key Developments).ナラティブの更新 • Feb 24
STRO: Reverse Split And Equity Raise Will Support Future Upside
Analysts have inched up their price target on Sutro Biopharma to $21.25 from $21, citing updated assumptions that include a slightly lower discount rate, modest changes to long term profit margin expectations, and a higher future P/E multiple. What's in the News Sutro Biopharma completed a follow on equity offering of common stock, raising about US$110.0m through the sale of 7,868,383 shares at US$13.98 per share, reflecting a US$0.8388 per share discount (Key Developments).ナラティブの更新 • Feb 09
STRO: Reverse Split And ADC Pipeline Progress Will Support Future Upside Potential
Analysts have maintained their price target on Sutro Biopharma at US$51.00, making only minor adjustments to their models. Slightly softer assumptions for long-term revenue growth and profit margins are largely offset by a higher future P/E multiple.分析記事 • Feb 04
Here's Why We're A Bit Worried About Sutro Biopharma's (NASDAQ:STRO) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...ナラティブの更新 • Jan 26
STRO: Reverse Split And ADC Pipeline Progress Will Drive Future Upside
Analysts lifted their price target on Sutro Biopharma to US$51.00 per share, highlighting updated assumptions around fair value, discount rate, revenue growth expectations, profit margins, and a slightly lower future P/E as the key drivers of the change. What's in the News Sutro Biopharma regained compliance with Nasdaq’s continued listing standard for minimum share price under Rule 5450(a)(1) after its common stock maintained an average closing price of at least US$1.00 following a 1:10 reverse stock split effective December 3, 2025 (company announcement).ナラティブの更新 • Jan 10
STRO: Reverse Split And ADC Pipeline Progress Will Support Future Upside
Analysts have trimmed their price target on Sutro Biopharma from US$22.29 to US$21.00, citing updated assumptions that include a slightly lower discount rate, a wider expected revenue decline of about 6.3 percentage points, a modestly higher profit margin, and a higher future P/E multiple. What's in the News Sutro Biopharma was removed from the Nasdaq Biotechnology Index, which can affect index fund ownership that tracks this benchmark (Index Constituent Drops).分析記事 • Dec 31
Sutro Biopharma, Inc.'s (NASDAQ:STRO) Price Is Right But Growth Is Lacking After Shares Rocket 46%
Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders would be excited to see that the share price has had a great month...ナラティブの更新 • Dec 17
STRO: Reverse Split And ADC Pipeline Focus Will Drive Future Upside
Narrative Update on Sutro Biopharma Analysts have reduced their price target on Sutro Biopharma from approximately $28.00 to about $22.30 per share. This reflects a lower assumed future price to earnings multiple, while expectations for revenue growth and profit margins remain largely unchanged.ナラティブの更新 • Dec 03
STRO: Reverse Split And ADC Focus Will Drive Long-Term Upside
Analysts have raised their price target on Sutro Biopharma from 2.69 dollars to 28.00 dollars, citing expectations for improved long term profit margins despite softer revenue growth assumptions and a modestly higher discount rate. What's in the News Sutro Biopharma approved a 1 for 10 reverse stock split or significant stock dividend effective December 3, 2025, aimed at improving its share price profile for investors (company announcement).ナラティブの更新 • Sep 10
ADC Pipeline Focus Will Advance Preclinical Drug Development
The downward revision in Sutro Biopharma’s price target reflects worsening net profit margin and deeper negative revenue growth forecasts, with fair value decreasing from $3.11 to $2.69. What's in the News Sutro Biopharma entered a collaboration with the FDA to co-develop reference materials and improve regulatory standards for ADC drug development, leveraging Sutro's XpressCF technology and FDA's analytical capabilities.分析記事 • Jul 01
Here's Why We're A Bit Worried About Sutro Biopharma's (NASDAQ:STRO) 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...分析記事 • Apr 18
Benign Growth For Sutro Biopharma, Inc. (NASDAQ:STRO) Underpins Stock's 36% Plummet
Unfortunately for some shareholders, the Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has dived 36% in the last...
新しいナラティブ • Apr 03
ADC Pipeline Focus Will Advance Preclinical Drug Development
Strategic focus on preclinical programs and restructuring is set to drive future growth by enhancing drug development and revenue potential.分析記事 • Mar 04
Sutro Biopharma, Inc. (NASDAQ:STRO) Not Doing Enough For Some Investors As Its Shares Slump 25%
To the annoyance of some shareholders, Sutro Biopharma, Inc. ( NASDAQ:STRO ) shares are down a considerable 25% in the...Seeking Alpha • Jan 02
Sutro Biopharma: I Don't Buy That Their Pipeline Is Worthless
Summary STRO's valuation remains compelling despite recent market hits, with optimism for a turnaround driven by late-stage clinical trials and strong pipeline potential. Luveltamab tazevibulin shows promising efficacy in ovarian cancer, with manageable toxicity, positioning it for potential Accelerated Approval by mid-2027. Financially, STRO has a two-year runway with current cash reserves, but further financing may be needed, risking shareholder dilution. Casting a wider net in pivotal trials carries risks but could expand patient eligibility, enhancing the overall investment thesis. Read the full article on Seeking Alpha分析記事 • Nov 30
Why Investors Shouldn't Be Surprised By Sutro Biopharma, Inc.'s (NASDAQ:STRO) 26% Share Price Plunge
Unfortunately for some shareholders, the Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has dived 26% in the last...分析記事 • Oct 11
Revenues Working Against Sutro Biopharma, Inc.'s (NASDAQ:STRO) Share Price Following 25% Dive
The Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has fared very poorly over the last month, falling by a...Seeking Alpha • Sep 23
Sutro Biopharma's Competitive ADCs Position It For Future Growth In Oncology
Summary STRO specializes in ADCs for oncology, leveraging XpressCF and XpressCF+ platforms for precise antibody-drug conjugates without living cells. STRO-002, a promising ADC for ovarian cancer, has shown favorable safety and efficacy in trials, with potential FDA approval by 2026-2027. Collaborations with Merck, Vaxcyte, and Astellas Pharma could generate up to $3 billion in milestone payments. In my view, STRO's valuation appears cheap relative to its potential. It has ample resources to fund operations and research, making it a "strong buy" despite inherent biotech risks. Read the full article on Seeking Alpha分析記事 • Aug 24
There's No Escaping Sutro Biopharma, Inc.'s (NASDAQ:STRO) Muted Revenues Despite A 29% Share Price Rise
Sutro Biopharma, Inc. ( NASDAQ:STRO ) shares have had a really impressive month, gaining 29% after a shaky period...分析記事 • Aug 22
Brokers Are Upgrading Their Views On Sutro Biopharma, Inc. (NASDAQ:STRO) With These New Forecasts
Celebrations may be in order for Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders, with the analysts delivering a...分析記事 • Aug 16
Analysts Are Upgrading Sutro Biopharma, Inc. (NASDAQ:STRO) After Its Latest Results
Sutro Biopharma, Inc. ( NASDAQ:STRO ) defied analyst predictions to release its quarterly results, which were ahead of...分析記事 • Jun 26
The Market Doesn't Like What It Sees From Sutro Biopharma, Inc.'s (NASDAQ:STRO) Revenues Yet As Shares Tumble 28%
Unfortunately for some shareholders, the Sutro Biopharma, Inc. ( NASDAQ:STRO ) share price has dived 28% in the last...分析記事 • May 31
We Think The Compensation For Sutro Biopharma, Inc.'s (NASDAQ:STRO) CEO Looks About Right
Key Insights Sutro Biopharma to hold its Annual General Meeting on 6th of June Salary of US$686.7k is part of CEO Bill...分析記事 • Apr 02
Bearish: Analysts Just Cut Their Sutro Biopharma, Inc. (NASDAQ:STRO) Revenue and EPS estimates
Market forces rained on the parade of Sutro Biopharma, Inc. ( NASDAQ:STRO ) shareholders today, when the analysts...分析記事 • Mar 28
The Market Doesn't Like What It Sees From Sutro Biopharma, Inc.'s (NASDAQ:STRO) Revenues Yet
With a price-to-sales (or "P/S") ratio of 2x Sutro Biopharma, Inc. ( NASDAQ:STRO ) may be sending very bullish signals...分析記事 • Dec 19
Sutro Biopharma, Inc.'s (NASDAQ:STRO) Price Is Right But Growth Is Lacking After Shares Rocket 43%
Sutro Biopharma, Inc. ( NASDAQ:STRO ) shares have had a really impressive month, gaining 43% after a shaky period...分析記事 • Aug 24
Is Sutro Biopharma (NASDAQ:STRO) Using Debt In A Risky Way?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Feb 10
Is Sutro Biopharma (NASDAQ:STRO) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...株主還元
| STRO | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -0.3% | 5.1% | -2.7% |
| 1Y | 269.8% | 36.7% | 18.6% |
業界別リターン: STRO過去 1 年間で36.7 % の収益を上げたUS Biotechs業界を上回りました。
リターン対市場: STRO過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。
価格変動
| STRO volatility | |
|---|---|
| STRO Average Weekly Movement | 12.5% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: STROの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: STROの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2003 | 133 | Jane Chung | www.sutrobio.com |
サトロ・バイオファーマ社はがん領域で事業を展開している。同社は、独自の無細胞タンパク質合成プラットフォームであるXpressCFと部位特異的コンジュゲーションプラットフォームであるXpressCF+を用いて、部位特異的かつ新規フォーマットの抗体薬物複合体（ADC）を開発している。同社の主要製品候補には、非小細胞肺がん、頭頸部扁平上皮がん、子宮頸がん、大腸がん、膵管腺がん、子宮内膜がん、膀胱がんなど、TFを発現する固形がんを対象とした組織因子（TF）標的ADCであるSTRO-004がある。同社はまた、成人および成人と乳幼児の侵襲性肺炎球菌性疾患の治療薬として第II/III相臨床試験中のVAX-24およびVax-31肺炎球菌結合型ワクチン候補、トリプルネガティブ乳がん、非小細胞肺がん、卵巣がんなどの固形がんや血液がんの治療薬として抗受容体チロシンキナーゼ様オーファン受容体1（ROR1）に対するADCであるSTRO-003を開発している。サトロ バイオファーマ社は、感染症の治療や予防のためのワクチン候補を発見・開発するVaxcyte社、大中華圏でSTRO-002を開発・商業化するTasly Biopharmaceuticals Co Ltd.、ROR1を標的とするADCであるSTRO-003を開発・商業化するIpsen社、免疫賦活ADCを開発するAstellas Pharma Inc.と提携およびライセンス契約を結んでいる。同社は以前、Fundamental Applied Biology, Inc.は2003年に法人化され、カリフォルニア州サウスサンフランシスコに本社を置いている。
Sutro Biopharma, Inc. 基礎のまとめ
| STRO 基礎統計学 | |
|---|---|
| 時価総額 | US$497.61m |
| 収益（TTM） | -US$153.60m |
| 売上高(TTM) | US$99.61m |
4.9x
P/Sレシオ-3.2x
PER（株価収益率STRO は割高か？
公正価値と評価分析を参照収益と収入
| STRO 損益計算書（TTM） | |
|---|---|
| 収益 | US$99.61m |
| 売上原価 | US$164.93m |
| 売上総利益 | -US$65.33m |
| その他の費用 | US$88.28m |
| 収益 | -US$153.60m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -9.27 |
| グロス・マージン | -65.58% |
| 純利益率 | -154.21% |
| 有利子負債／自己資本比率 | 0% |
STRO の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/06/25 14:02 |
| 終値 | 2026/06/25 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 |
| |
| 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
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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Sutro Biopharma, Inc. 13 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。21
| アナリスト | 機関 |
|---|---|
| Lukas Shumway | Barclays |
| Zhiqiang Shu | Berenberg |
| Tazeen Ahmad | BofA Global Research |