View ValuationShattuck Labs 将来の成長Future 基準チェック /06Shattuck Labsの収益と利益は、それぞれ年間93.8%と23.5%減少すると予測されています。EPS は年間4.9%で 減少すると予想されています。自己資本利益率は 3 年後に-158.2%になると予測されています。主要情報-23.5%収益成長率-4.88%EPS成長率Biotechs 収益成長23.4%収益成長率-93.8%将来の株主資本利益率-158.23%アナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報Price Target Changed • Oct 14Price target increased by 8.4% to US$2.67Up from US$2.46, the current price target is an average from 3 analysts. New target price is 43% above last closing price of US$1.87. Stock is up 26% over the past year. The company is forecast to post a net loss per share of US$0.71 next year compared to a net loss per share of US$1.49 last year.Major Estimate Revision • Nov 27Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$6.04m to US$6.71m. EPS estimate unchanged from -US$1.46 at last update. Biotechs industry in the US expected to see average net income decline 13% next year. Consensus price target down from US$2.00 to US$1.20. Share price was steady at US$1.09 over the past week.Major Estimate Revision • Oct 02Consensus revenue estimates decrease by 19%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$4.29m to US$3.49m. EPS estimate increased from -US$1.66 to -US$1.53 per share. Biotechs industry in the US expected to see average net income decline 14% next year. Consensus price target of US$2.00 unchanged from last update. Share price fell 66% to US$1.25 over the past week.Price Target Changed • Oct 01Price target decreased by 27% to US$8.00Down from US$11.00, the current price target is an average from 2 analysts. New target price is 317% above last closing price of US$1.92. Stock is up 40% over the past year. The company is forecast to post a net loss per share of US$1.56 next year compared to a net loss per share of US$2.05 last year.Major Estimate Revision • Aug 16Consensus revenue estimates increase by 23%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$3.49m to US$4.29m. EPS estimate unchanged from -US$1.66 at last update. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target down from US$11.00 to US$10.67. Share price rose 11% to US$3.36 over the past week.Price Target Changed • Jun 15Price target decreased by 7.9% to US$14.50Down from US$15.75, the current price target is an average from 4 analysts. New target price is 134% above last closing price of US$6.19. Stock is up 97% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$2.05 last year.すべての更新を表示Recent updatesSeeking Alpha • Mar 27Shutterstock: Surviving In An AI World Is Going To Be ToughSummary Shutterstock (SSTK) is rated Hold, reflecting limited upside and significant merger and AI-related uncertainties. SSTK’s revenues and AI licensing deals have grown, but margin erosion and declining subscriber counts temper enthusiasm. The pending Getty Images merger promises $150–$200M in annual cost savings, greater scale, and improved AI/data positioning, but faces UK regulatory hurdles. Valuation implies fair value near $17.40 per share, with current margins and AI risks warranting caution until post-merger clarity emerges. Read the full article on Seeking AlphaReported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$0.70 loss per share (improved from US$1.49 loss in FY 2024). Net loss: US$48.8m (loss narrowed 35% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is expected to decline by 100% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 19%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07Shattuck Labs, Inc., Annual General Meeting, May 28, 2026Shattuck Labs, Inc., Annual General Meeting, May 28, 2026.お知らせ • Jan 23Shattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $75 million.Shattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $75 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingReported Earnings • Nov 09Third quarter 2025 earnings released: US$0.14 loss per share (vs US$0.33 loss in 3Q 2024)Third quarter 2025 results: US$0.14 loss per share (improved from US$0.33 loss in 3Q 2024). Net loss: US$10.1m (loss narrowed 40% from 3Q 2024). Revenue is expected to decline by 85% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 21%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 14Price target increased by 8.4% to US$2.67Up from US$2.46, the current price target is an average from 3 analysts. New target price is 43% above last closing price of US$1.87. Stock is up 26% over the past year. The company is forecast to post a net loss per share of US$0.71 next year compared to a net loss per share of US$1.49 last year.New Risk • Sep 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 32% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$78m net loss in 3 years). Revenue is less than US$5m (US$3.0m revenue).New Risk • Sep 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$93m net loss in 3 years). Revenue is less than US$5m (US$3.0m revenue). Market cap is less than US$100m (US$48.4m market cap).お知らせ • Aug 26+ 1 more updateShattuck Labs, Inc. Announces Board and Committee Changes, Effective August 25, 2025Shattuck Labs, Inc. announced that effective on August 25, 2025, Tyler Brous, a Class I director, Dr. Carrie Brownstein, a Class I director, Michael Lee, a Class I director, and Dr. Kate Sasser, a Class II director, resigned from the Board of Directors of the Company as well as any respective committees of the Board of which they were members. Effective on August 25, 2025, the Board appointed Dr. Daniel Baker and Dr. Mona Ashiya to fill the vacant Class I directorships, to hold office until the next election of the Class I directors and until his or her successor shall have been duly elected and qualified or until his or her earlier death, resignation, removal, retirement or disqualification. The Board also appointed Dr. Baker to the Board’s Audit and Nominating and Corporate Governance Committees. Dr. Baker, age 74, has served as the interim Chief Development Officer of Cue Biopharma, Inc. since November 2024. He has also served as Chief Executive Officer and Founder of KiRa Biotech Pty Ltd. and as Venture Partner at OneVentures Investments Australia . Prior to that, Dr. Baker served in various leadership roles at Johnson & Johnson including most recently as its Vice President of Immunology Research and Development. He was also part of the faculty of the University of Pennsylvania. Dr. Baker previously served on the board of directors of Galapagos NV . He received his B.A. in Biology from Gettysburg College and an M.D. from the University of Pennsylvania. He completed his residency at Hershey Medical Center, served as a Fellow in Rheumatology at the University of Pennsylvania and served as a Research Fellow in Rheumatology at Massachusetts General Hospital. Dr. Ashiya, age 56, is currently a Member at OrbiMed Advisors LLC, an investment firm, where she has served in various roles of increasing responsibility since 2010. She currently serves on the boards of directors of Disc Medicine, Inc. and several private companies. Dr. Ashiya received her B.A. from the University of California, Berkeley and her Ph.D. in Cellular, Molecular and Developmental Biology from the University of Pittsburgh.お知らせ • Aug 21Shattuck Labs, Inc. Announces Ind for Sl-325 Is in Effect for the Treatment of Inflammatory Bowel DiseaseShattuck Labs, Inc. announced that the Company's Investigational New Drug (IND) application submitted to the U.S. Food and Drug Administration (FDA) for SL-325 for the treatment of inflammatory bowel disease is in effect. SL-325, a potentially first-in-class DR3 blocking antibody, is a fully Fc-silenced humanized immunoglobulin G monoclonal antibody, demonstrated high-affinity binding to human DR3 and potent inhibition of TL1A binding to TL1A in preclinical studies, and a favorable safety profile in non-human primate studies. Dosing of the first participant is expected this quarter, and enrollment of the Phase 1 clinical trial is expected to be completed in the second quarter of 2026. The Phase 1 clinical trial is a randomized, double-blind, placebo-controlled, single-ascending dose (SAD) and multiple-ascending dose (MAD) trial in healthy volunteers evaluating safety, tolerability, and pharmacokinetics. Data from the trial will guide the doses and schedule for potential evaluation in Phase 2 clinical trials. SL-325 is a potential first-in-class Death Receptor 3 (DR3) blocking antibody designed to achieve a complete and durable blockade of the clinically validated DR3/TL1A pathway. Shattuck's preclinical studies demonstrate highinity binding and superior activity over TL1A antibodies and offer a data-driven rationale for targeting the TNF receptor, DR3, versus its ligand, TL1A. Shattuck expects to commence a Phase 1 clinical trial in healthy volunteers in the third quarter of 2025.Reported Earnings • Aug 15First half 2025 earnings released: US$0.51 loss per share (vs US$0.79 loss in 1H 2024)First half 2025 results: US$0.51 loss per share (improved from US$0.79 loss in 1H 2024). Net loss: US$26.2m (loss narrowed 35% from 1H 2024). Revenue is expected to decline by 108% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • Aug 05Shattuck Labs, Inc. announced that it expects to receive $103 million in funding from a group of investorsShattuck Labs, Inc. announces that it has entered into a securities purchase agreement with Coastlands Capital, Prosight Capital, Adage Capital, Redmile Group, and NextBio Capital. to issue 15,225,158 shares of the Company’s common stock and pre-funded warrants to purchase an aggregate of 37,410,188 shares of common stock for gross proceeds of $103 million on August 4, 2025.お知らせ • May 22Shattuck Labs, Inc., Annual General Meeting, Jul 10, 2025Shattuck Labs, Inc., Annual General Meeting, Jul 10, 2025.Reported Earnings • May 02First quarter 2025 earnings released: US$0.27 loss per share (vs US$0.37 loss in 1Q 2024)First quarter 2025 results: US$0.27 loss per share (improved from US$0.37 loss in 1Q 2024). Net loss: US$13.7m (loss narrowed 26% from 1Q 2024). Revenue is expected to decline by 104% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.49 loss per share (improved from US$2.05 loss in FY 2023). Net loss: US$75.4m (loss narrowed 14% from FY 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is expected to decline by 121% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.New Risk • Mar 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$88m net loss in 3 years). Market cap is less than US$100m (US$58.7m market cap).お知らせ • Feb 20Shattuck Labs, Inc. Announces Positive Data from the Preclinical GLP Toxicology Study of SL-325 at the 20th Congress of European Crohn's and Colitis Organization in Inflammatory Bowel Diseases 2025Shattuck Labs, Inc. announced that it is a high-affinity DR3 blocking antibody being developed for the treatment of inflammatory bowel disease (IBD); No evidence of toxicity or residual agonism observed in non-human primate toxicology study - SL-325 receptor occupancy (RO) and pharmacokinetic (PK) profile observed suggestive of extended dosing intervals; These data were featured in a digital oral presentation on February 20, 2025, during the 20th Congress of ECCO in Inflammatory Bowel Diseases 2025 in Berlin, Germany. Clinical data has continued to demonstrate that inhibition of the TL1A/DR3 signaling axis provides monotherapy complete remission rates that match or exceed those observed with IL-23 or a4b7 blocking antibodies. While DR3 blocking antibodies are technically more challenging to develop than TL1A blocking antibodies, the constitutive expression pattern and greater abundance of DR3 in IBD patients as compared to TL1A, suggests DR3 blockade may more completely neutralize the axis than TL1A blockade. Population PK modeling indicates that extended dosing intervals are likely in humans. The company are excited for SL-325 to enter Phase 1 clinical trials later this year. A copy of the ECCO digital oral presentation, titled "Pre-Clinical Development of SL-325, a High Affinity DR3 Blocking Antibody, for Durable Blockade of the DR3/TL1A Axis in Inflammatory Bowel Disease," will be made available under the Events and Presentations section of Shattuck's website. Full and durable DR3 RO was observed in peripheral blood lymphocytes at each of the three doses. Peripheral blood flow cytometry confirmed that there was no evidence of CD4 or CD8 T cells activation or Treg proliferation in any treated animal during the course of the study. Results from this preclinical study indicate that SL-325 is a high-affinityDR3 blocking antibody with no evidence of toxicity or residual agonist in cynomolgus macaques, and with an RO/PK profile suggestive of extended dosing intervals that will be studied in an upcoming Phase 1 clinical trial. Projected dose and schedule in human subjects are 1 mg/kg at second quarter ofW induction through Q4W maintenance and 3 mg/kg Q8W maintenance. Shattuck's preclinical studies demonstrate highinity binding and superior activity over TL1A antibodies, and offer a data-driven rationale for targeting the TNF receptor, DR3, versus its ligand, TL1A. SL-325 has completed a GLP toxicology study in non-human primates, with an IND filing expected in the third quarter of 2025.Major Estimate Revision • Nov 27Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$6.04m to US$6.71m. EPS estimate unchanged from -US$1.46 at last update. Biotechs industry in the US expected to see average net income decline 13% next year. Consensus price target down from US$2.00 to US$1.20. Share price was steady at US$1.09 over the past week.New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$63m free cash flow). Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$88m net loss in 3 years). Shareholders have been diluted in the past year (12% increase in shares outstanding). Market cap is less than US$100m (US$59.0m market cap).Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.33 loss per share (improved from US$0.65 loss in 3Q 2023). Net loss: US$16.7m (loss narrowed 40% from 3Q 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is expected to decline by 49% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 22%. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.New Risk • Oct 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$91.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$109m net loss in 3 years). Shareholders have been diluted in the past year (12% increase in shares outstanding). Revenue is less than US$5m (US$4.1m revenue). Market cap is less than US$100m (US$91.6m market cap).Major Estimate Revision • Oct 02Consensus revenue estimates decrease by 19%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$4.29m to US$3.49m. EPS estimate increased from -US$1.66 to -US$1.53 per share. Biotechs industry in the US expected to see average net income decline 14% next year. Consensus price target of US$2.00 unchanged from last update. Share price fell 66% to US$1.25 over the past week.分析記事 • Oct 02Will Shattuck Labs (NASDAQ:STTK) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Price Target Changed • Oct 01Price target decreased by 27% to US$8.00Down from US$11.00, the current price target is an average from 2 analysts. New target price is 317% above last closing price of US$1.92. Stock is up 40% over the past year. The company is forecast to post a net loss per share of US$1.56 next year compared to a net loss per share of US$2.05 last year.お知らせ • Oct 01Shattuck Labs, Inc. Announces Strategic Pipeline Prioritization to Include the Discontinuation of Its Clinical Program, SL-172154Shattuck Labs, Inc. announced a strategic pipeline prioritization to include the discontinuation of its clinical program, SL-172154. The Company will turn its focus to SL-325, its DR3 antagonist antibody, and plans initial clinical development in patients with IBD, where TL1A/DR3 blocking antibodies have demonstrated compelling monotherapy efficacy. Top-line Phase 1B SL-172154 Clinical Trial Results: HR-MDS: InterimOverall Survival (OS) analysis was completed on September 3, 2024. Overall Survival: Current median OS of 15.6 months. The median survival for patients with TP53m HR-MDS is currently 10.6 months and will not improve beyond 13.1 months with subsequent data cuts. Benchmark Data: Benchmark median OS of approximately 9–12 months for TP53m HR-MDS patients treated with azacitidine alone. Safety and Tolerability: No deaths have occurred in patients (n=3) without TP53m. SL-172154 showed a manageable safety profile with Infusion-Related Reactions (IRRs) as the most common SL-172154 treatment-emergent adverse events (TEAEs). TP53m AML InterimOS analysis was completed on September 3, 2024. Overall Survival: Current median OS is 10.5 months and will not improve beyond 11.7 months with subsequent data cuts. Benchmark Data: Benchmark median OS of approximately 5-8 months for TP53m AML patients treated with azacitidine alone. Safety and Tolerability: SL-172154 showed a manageable safety profile with IRRs as the most common SL-172154 treatment-emergent adverse events TEAEs.Major Estimate Revision • Aug 16Consensus revenue estimates increase by 23%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$3.49m to US$4.29m. EPS estimate unchanged from -US$1.66 at last update. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target down from US$11.00 to US$10.67. Share price rose 11% to US$3.36 over the past week.New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$154m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (12% increase in shares outstanding). Revenue is less than US$5m (US$4.1m revenue).Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: US$0.42 loss per share. Net loss: US$21.6m (loss widened 1.0% from 2Q 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US.Recent Insider Transactions • Jun 27Co-Founder recently bought US$50k worth of stockOn the 26th of June, Taylor Schreiber bought around 14k shares on-market at roughly US$3.47 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Taylor's only on-market trade for the last 12 months.分析記事 • Jun 15Here's Why We're Watching Shattuck Labs' (NASDAQ:STTK) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...Price Target Changed • Jun 15Price target decreased by 7.9% to US$14.50Down from US$15.75, the current price target is an average from 4 analysts. New target price is 134% above last closing price of US$6.19. Stock is up 97% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$2.05 last year.お知らせ • Jun 13Shattuck Labs, Inc. Announces Committee AppointmentsShattuck Labs, Inc. announced that its Board of Directors had appointed Drs. Kate Sasser and Clay Siegall to the Board. At that time, the Board had not yet appointed Drs. Sasser and Siegall to any Board committees. In accordance with Securities and Exchange Commission rules, this amendment to the Original Form 8-K is being filed to report that effective June 11, 2024, the Board appointed Dr. Sasser to the Nominating and Corporate Governance Committee and Dr. Siegall to the Compensation Committee.Major Estimate Revision • May 24Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$2.10m to US$2.42m. EPS estimate unchanged from -US$1.57 at last update. Biotechs industry in the US expected to see average net income decline 10% next year. Consensus price target broadly unchanged at US$15.50. Share price fell 5.4% to US$7.49 over the past week.お知らせ • May 16Shattuck Labs to Present Additional Data from the Phase 1B Dose Expansion Clinical Trial of Sl-172154 with Azacitidine (Aza) in Frontline Higher-Risk Myelodysplastic Syndromes (Hr-Mds) and Tp53 Mutant (Tp53m) Acute Myeloid Leukemia (Aml) Patients At the European Hematology Association (Eha) 2024 CongressShattuck Labs, Inc. announced the presentation of additional data from the Phase 1B dose expansion clinical trial of SL-172154 with AZA in frontline HR-MDS and TP53m AML patients. These data will be featured in a poster presentation at the EHA 2024 Congress, being held June 13-16, 2024, both virtually and in Madrid, Spain. Key Takeaways from Phase 1B Trial of SL-172154 in Frontline HR-MDS and TP53m AML, Interim efficacy as of February 1, 2024 observed for SL-172154 in combination with AZA in frontline HR-MDS and TP53m AML. EHA poster presentation to include additional data from the next planned cutoff in the second quarter of 2024. HR-MDS: In 23 evaluable patients (20 had TP53m, 21 had complex karyotype, and seven had therapy-related MDS), the objective response rate (ORR) was 65%. Nine patients achieved a CR within 16 weeks as the median time to CR. None of the patients with CR progressed as of the data cutoff. 16 patients were still undergoing treatment. TP53m AML: In 14 evaluable patients (11 of whom had secondary AML) the ORR was 36%. A total of 21 patients will be included in the final pre-conference data cutoff. Two patients achieved a CR, the median time to CR was 8.7 weeks. Another patient achieved a CR with incomplete hematologic recovery and two patients achieved a partial response. None of the responders progressed as of the data cutoff. Four responders (one CR, one CRi, two PR) were taken to hematopoietic cell transplantation (HCT), Six patients were still undergoing treatment, including one patient in CR. Median duration of response and overall survival has not been reached in both HR-MDS and TP53m AML as of the data cutoff date. Safety: SL-172154 had an acceptable safety profile: Infusion-related reactions (IRRs) were the most common SL-172154 related treatment-emergent adverse events (TEAEs). IRR was reported in 18 patients (46%); all were Grade 1 and 2 except for two Grade 3 events. Other SL-172154 related TEAEs (>=10%) were fatigue in five patients (13%) and hypokalemia in four patients (10%). Cytokine release syndrome was reported in two patients with HR-MDS (Grade 2 and Grade 3, respectively). 11 patients (28%) experienced at least one Grade 3/4 SL-172154 related TEAE, with fatigue, febrile neutropenia, and IRR as the most common (in two patients each). Two patients had drug discontinuation that were possibly related to SL-172154: one patient had a Grade 4 event of myocardial infarction, and one patient had a Grade 5 event of cardiac arrest. Both patients had a history of significant cardiovascular disease, adverse risk factors and other comorbidities.Major Estimate Revision • May 09Consensus revenue estimates increase by 159%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$810.0k to US$2.10m. Forecast losses expected to reduce from -US$1.75 to -US$1.57 per share. Biotechs industry in the US expected to see average net income decline 9.8% next year. Consensus price target of US$15.75 unchanged from last update. Share price fell 3.4% to US$10.49 over the past week.Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.37 loss per share (improved from US$0.49 loss in 1Q 2023). Net loss: US$18.5m (loss narrowed 11% from 1Q 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 24Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2024Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2024, at 11:30 US Eastern Standard Time. Agenda: To elect the three Class I director nominees named in the Proxy Statement to serve until the 2027 Annual Meeting of Stockholders and until their successors are duly elected and qualified; to ratify the selection of KPMG LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024; and to transact any other matters that may properly come before the Annual Meeting or any adjournments or postponements thereof.Major Estimate Revision • Apr 05Consensus revenue estimates increase by 170%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$300.0k to US$810.0k. EPS estimate unchanged from -US$1.75 at last update. Biotechs industry in the US expected to see average net income decline 9.6% next year. Consensus price target broadly unchanged at US$15.75. Share price rose 4.1% to US$9.31 over the past week.Recent Insider Transactions Derivative • Mar 10General Counsel notifies of intention to sell stockStephen Stout intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$10.53, it would amount to US$169k. Since March 2023, Stephen's direct individual holding has increased from 1.74k shares to 4.90k. There has only been one transaction (US$250k sale) from insiders over the last 12 months.Board Change • Mar 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. Independent Director Carrie Brownstein was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 05Shattuck Labs, Inc. Announces Board AppointmentsShattuck Labs, Inc. announced the appointment of Clay Siegall, Ph.D., and Kate Sasser, Ph.D., to its Board of Directors, effective March 1, 2024. Both Dr. Siegall and Dr. Sasser are highly successful executives and scientific pioneers who bring valuable industry experience to Shattuck. Dr. Clay Siegall is the President, Chief Executive Officer and Chairman of the Board of Immunome, Inc. With a distinguished career in leadership and drug development, he has significantly contributed to the pharmaceutical industry, including spearheading the establishment of antibody-drug conjugates as a backbone of cancer therapy in many indications. Previously, Dr. Siegall held the positions of Chief Executive Officer, President, and Chairman of the Board at Seagen Inc. (formerly Seattle Genetics, Inc.). He was the founder of Seattle Genetics, established in 1998, where he guided the company to prominence as a pharmaceutical leader, particularly in the development of antibody-drug conjugates for cancer therapy. Prior to founding Seattle Genetics, Dr. Siegall held numerous leadership positions at Bristol Myers Squibb’s Pharmaceutical Research Institute and the National Cancer Institute. Dr. Siegall holds a Ph.D. in Genetics from George Washington University as well as a B.S. in Zoology from the University of Maryland. Dr. Kate Sasser is the Chief Scientific Officer of Tempus. Dr. Sasser brings over 25 years of experience in translational research and precision medicine in biological sciences across academia and the pharmaceutical and biotech industry. Prior to Tempus, she led the translational research, precision medicine, and R&D operations organizations within Genmab A/S, a biotech company focused on developing transformative antibody therapeutics as medicine. She also led translational research for oncology at Johnson and Johnson Innovative Medicine (formerly Janssen Pharmaceuticals Companies). Dr. Sasser holds a Ph.D. in Integrated Biomedical Sciences from the Ohio State University as well as a B.S. from Oregon State University.Reported Earnings • Mar 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: US$2.05 loss per share (improved from US$2.41 loss in FY 2022). Net loss: US$87.3m (loss narrowed 14% from FY 2022). Revenue exceeded analyst estimates by 46%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 55% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Jan 18Chief Financial Officer recently sold US$250k worth of stockOn the 10th of January, Andrew Neill sold around 25k shares on-market at roughly US$10.00 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Jan 12Chief Financial Officer notifies of intention to sell stockAndrew Neill intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of January. If the sale is conducted around the recent share price of US$10.00, it would amount to US$250k. Since March 2023, Andrew has owned 84.50k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Dec 23+ 1 more updateShattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $30.000001 million.Shattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $30.000001 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,651,163 Price\Range: $6.45 Discount Per Security: $0.387 Transaction Features: Registered Direct OfferingNew Risk • Dec 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (41% average weekly change). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$173m net loss in 3 years). Shareholders have been diluted in the past year (11% increase in shares outstanding). Revenue is less than US$5m (US$1.3m revenue).お知らせ • Dec 22Shattuck Labs, Inc. Files Initial Topline Dose-Exp Expansion Data from Its Ongoing Phase 1A/B Clinical Trial of Sl-172154 in Frontline Tp53m Aml and Tp53m Aml PatientsShattuck Labs, Inc. to file the previously-announced initial topline dose-expansion data from its ongoing Phase 1A/B clinical trial of SL-172154 in combination with AZA in frontline HR-MDS and TP53m AML patients. Phase 1B Trial of SL-172154 in Frontline TP53m AML and HR-MDS: In 11 evaluable patients with previously untreated TP53m AML, two patients achieved a CR. Another patient achieved a CRi and was taken to allogeneic hematopoietic cell transplantation (allo-HCT). Phase 1A Trial of SL-172154 In R/R AML and HR-M DS and Frontline TP53m HR-MDS. Key takeaways: Anti-tumor responses were observed as monotherapy and in combination with AZA. SL-172154 alone and in combination with AZA had an acceptable safety profile, consistent with the safety profile of the individual agents. No destructive anemia was observed. Data Overview: As of the data cut-off date of September 15, 2023, 32 adult patients with R/R AML andHR-MDS received SL-172154 as monotherapy or in combination with AZA in the parallel staggered dose-escalation portion of a Phase 1A/B clinical trials. Patients had a median of two prior lines of therapy. An additional five subjects with frontline TP53m HR-M DS received SL-172154 with AZA. Preliminary signs of anti-tumor activity: Monotherapy response in a R/R AML patient and early signals of anti-leukemic activity (in the form of blast count reductions) in patients with R/R AM L who received SL-172154 in combination With AZA were observed in a dose-dependent manner. Out of four evaluable previously untreated TP53m HR-MDA patients, there was one CR and one mCR. One patient with mCR and one patient with SD proceeded to allo-HCT. The patient in a CR remains in a CR long term.Price Target Changed • Dec 20Price target increased by 21% to US$15.50Up from US$12.80, the current price target is an average from 4 analysts. New target price is 140% above last closing price of US$6.45. Stock is up 169% over the past year. The company is forecast to post a net loss per share of US$2.20 next year compared to a net loss per share of US$2.41 last year.New Risk • Dec 17New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$87m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$87m free cash flow). Share price has been highly volatile over the past 3 months (41% average weekly change). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$173m net loss in 3 years). Revenue is less than US$5m (US$1.3m revenue).Major Estimate Revision • Nov 16Consensus revenue estimates increase by 78%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$600.0k to US$1.06m. EPS estimate fell from -US$1.99 to -US$2.20 per share. Biotechs industry in the US expected to see average net income growth of 5.7% next year. Consensus price target of US$12.80 unchanged from last update. Share price rose 19% to US$2.16 over the past week.Reported Earnings • Nov 10Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.65 loss per share (further deteriorated from US$0.58 loss in 3Q 2022). Net loss: US$27.5m (loss widened 12% from 3Q 2022). Revenue exceeded analyst estimates. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 60% per year, which means it is significantly lagging earnings.お知らせ • Nov 07Shattuck Labs, Inc. to Report Q3, 2023 Results on Nov 09, 2023Shattuck Labs, Inc. announced that they will report Q3, 2023 results on Nov 09, 2023お知らせ • Nov 03Shattuck Labs, Inc. to Present Topline Data from Phase 1 A/B Clinical Trial of Sl-172154 in Relapsed/Refractory (R/R) Acute Myeloid Leukemia (Aml) and Higher-Mds) Patients At the American Society of Hematology (Ash) 2023 Annual MeetingShattuck Labs, Inc. announced the presentation of topline data from the dose escalation portion of its Phase 1 A/B clinical trial of SL-172154 as monotherapy and in combination with azacitidine (AZA) in primarily R/R AML and HR-MDS patients. These data will be featured in a poster presentation at the 65th ASH Annual Meeting, which is being held both virtually and in San Diego, CA from December 9-12, 2023. Key Takeaways: SL-172154 monotherapy response was observed in a heavily pretreated patient with R/R AML after just a single cycle of treatment, as well as early efficacy signals for SL-172154 in combination with AZA in previously untreated HR-MDS with TP53 mutant patients. SL-172154 was tolerable at 3mg/kg as a monotherapy and in combination with AZA. Data Overview: As of the abstract data cut-off date of May 25, 2023, 37 adult patients with R/R AML andHR-MDS had received SL-172154 as mon monotherapy or in combination with AZA in the parallel staggered dose-escalation portion of a Phase 1A/B clinical trial. Patients had a median of two prior lines of therapy. SL-172154 (SIRPa-Fc-CD40L) is an investigational ARC®? fusion protein designed to simultaneously inhibit the CD47/SIRPa checkpoint interaction and activate the CD40 costimulatory receptor to bolster an anti-tumor immune response in patients with advanced cancer. Multiple Phase 1 clinical trials are ongoing for patients with PROC (NCT04406623, NCT05483933) and patients with AML and HR- MDS (NCT05275439).Major Estimate Revision • Sep 17Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from US$510.0k to US$600.0k. Forecast losses expected to reduce from -US$2.02 to -US$1.99 per share. Biotechs industry in the US expected to see average net income decline 3.3% next year. Consensus price target down from US$16.00 to US$12.80. Share price fell 7.2% to US$2.05 over the past week.Price Target Changed • Sep 15Price target decreased by 21% to US$12.80Down from US$16.20, the current price target is an average from 5 analysts. New target price is 524% above last closing price of US$2.05. Stock is down 30% over the past year. The company is forecast to post a net loss per share of US$1.99 next year compared to a net loss per share of US$2.41 last year.Major Estimate Revision • Aug 27Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$580.0k to US$510.0k. EPS estimate unchanged from -US$2.02 per share at last update. Biotechs industry in the US expected to see average net income decline 6.4% next year. Consensus price target broadly unchanged at US$16.00. Share price fell 3.2% to US$2.14 over the past week.Major Estimate Revision • Aug 17Consensus revenue estimates increase by 91%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$300.0k to US$580.0k. EPS estimate unchanged at -US$2.02. Biotechs industry in the US expected to see average net income decline 6.6% next year. Consensus price target down from US$16.60 to US$16.20. Share price fell 7.2% to US$2.06 over the past week.New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$96.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Revenue is less than US$1m (US$709k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$138m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$96.8m market cap).分析記事 • Jun 28Can Shattuck Labs (NASDAQ:STTK) Afford To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...New Risk • Jun 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Revenue is less than US$1m (US$709k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$138m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change).Major Estimate Revision • May 16Consensus EPS estimates upgraded to US$2.03 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$2.56 to -US$2.03 per share. Revenue forecast unchanged from US$375.0k at last update. Biotechs industry in the US expected to see average net income decline 85% next year. Consensus price target of US$16.60 unchanged from last update. Share price fell 3.3% to US$2.61 over the past week.分析記事 • Mar 09We're Keeping An Eye On Shattuck Labs' (NASDAQ:STTK) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Reported Earnings • Feb 26Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: US$2.41 loss per share (further deteriorated from US$1.07 loss in FY 2021). Net loss: US$101.9m (loss widened 127% from FY 2021). Products in clinical trials Phase I: 4 Revenue exceeded analyst estimates by 163%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 68% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in the US.お知らせ • Feb 17Shattuck Labs, Inc. to Report Q4, 2022 Results on Feb 23, 2023Shattuck Labs, Inc. announced that they will report Q4, 2022 results on Feb 23, 2023Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$210.0k to US$250.0k. EPS estimate unchanged from -US$2.42 at last update. Biotechs industry in the US expected to see average net income decline 93% next year. Consensus price target of US$18.80 unchanged from last update. Share price was steady at US$2.23 over the past week.分析記事 • Nov 23Is Shattuck Labs (NASDAQ:STTK) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Major Estimate Revision • Nov 16Consensus revenue estimates increase by 264%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from US$60.0k to US$210.0k. Forecast losses expected to reduce from -US$2.54 to -US$2.42 per share. Biotechs industry in the US expected to see average net income decline 93% next year. Consensus price target of US$18.80 unchanged from last update. Share price was steady at US$2.25 over the past week.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Carrie Brownstein was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 11Third quarter 2022 earnings released: US$0.58 loss per share (vs US$0.41 loss in 3Q 2021)Third quarter 2022 results: US$0.58 loss per share (further deteriorated from US$0.41 loss in 3Q 2021). Revenue: US$212.0k (down 89% from 3Q 2021). Net loss: US$24.6m (loss widened 42% from 3Q 2021). Revenue is forecast to grow 77% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in the US.お知らせ • Nov 02Shattuck Labs, Inc. to Report Q3, 2022 Results on Nov 08, 2022Shattuck Labs, Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 08, 2022Reported Earnings • Aug 12Second quarter 2022 earnings released: US$0.65 loss per share (vs US$0.56 loss in 2Q 2021)Second quarter 2022 results: US$0.65 loss per share (down from US$0.56 loss in 2Q 2021). Revenue: US$50.0k (down 101% from 2Q 2021). Net loss: US$27.4m (loss widened 16% from 2Q 2021). Over the next year, revenue is expected to shrink by 100% compared to a 51% growth forecast for the industry in the US.Seeking Alpha • Aug 11Shattuck Labs GAAP EPS of -$0.65 misses by $0.06Shattuck Labs press release (NASDAQ:STTK): Q2 GAAP EPS of -$0.65 misses by $0.06. As of June 30, 2022, cash and cash equivalents and short-term investments were $214.2 million, as compared to $268.8 million as of December 31, 2021.分析記事 • Jul 26We're Not Very Worried About Shattuck Labs' (NASDAQ:STTK) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...お知らせ • Jun 26+ 1 more updateShattuck Labs, Inc.(NasdaqGS:STTK) dropped from Russell 2000 Growth IndexShattuck Labs, Inc.(NasdaqGS:STTK) dropped from Russell 2000 Growth IndexReported Earnings • May 13First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: US$0.58 loss per share (down from US$0.28 loss in 1Q 2021). Revenue: US$0 (down 100% from 1Q 2021). Net loss: US$24.5m (loss widened 108% from 1Q 2021). Profit margin: (up from net loss in 1Q 2021). The move to profitability was primarily driven by lower revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 100% compared to a 25% growth forecast for the industry in the US.Price Target Changed • Apr 27Price target decreased to US$25.50Down from US$39.00, the current price target is an average from 3 analysts. New target price is 578% above last closing price of US$3.76. Stock is down 89% over the past year. The company is forecast to post a net loss per share of US$2.17 next year compared to a net loss per share of US$1.07 last year.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Carrie Brownstein was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 22Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2022Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2022, at 11:00 US Eastern Standard Time. Agenda: To consider and elect the two Class II director nominees named in the Proxy Statement to serve until the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to consider and ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2022; and to consider the transact any other matters that may properly come before the Annual Meeting or any adjournments or postponements thereof.お知らせ • Apr 09Shattuck Labs Presents Preclinical Data At the 2022 American Association for Cancer Research (AACR) Annual MeetingShattuck Labs, Inc. announced preclinical data at the 2022 American Association for Cancer Research (AACR) Annual Meeting. This includes data from SL-9258 (TIGIT-Fc-LIGHT), derived from the company’s ARC® platform, and the company’s GADLEN platform. LIGHT (TNFSF14) costimulation with TIGIT blockade broadens the activity of checkpoint inhibitors (CPIs) into checkpoint inhibitor refractory and resistant tumors through targeted myeloid cell and effector lymphocyte activation. Shattuck presented preclinical data for SL-9258 (TIGIT-Fc-LIGHT), a bispecific fusion protein from its ARC platform, demonstrating that SL-9258 simultaneously provides checkpoint blockade to all tumor-expressed PVR ligands and broadens immune costimulation by the TNF ligand known as LIGHT. LIGHT’s ability to bind and activate CD8+ T and natural killer cells through interactions with one of its receptors known as HVEM and myeloid cells through interactions with its other receptor known as LTbR, translates into strong anti-tumor responses in checkpoint primary and acquired resistance murine tumor models, where TIGIT blocking antibodies demonstrate no activity. TIGIT-Fc-LIGHT was evaluated and well tolerated in non-human primates at doses up to 40 mg/kg and similar on-target pharmacodynamic activity was observed to what was characterized preclinically in mice. Together, these results suggest that TIGIT-Fc-LIGHT may provide clinical benefit to patients that are refractory to conventional checkpoint blockade therapy. Bispecific gamma/delta T cell engagers containing butyrophilin 2A1/3A1 heterodimeric fusion protein efficiently activate Vg9Vd2+ T cells and promote tumor cell killing. Shattuck presented preclinical data highlighting the potential of GADLENs to direct gamma delta T cells to kill tumor cells and in the process, further elucidate tumor cell markers which are important for the therapeutic activity of gamma delta T cell-based therapies. Shattuck’s bispecific GADLENs containing heterodimeric BTN2A1 and BTN3A1 extracellular domains fused via inert Fc linkers to scFv domains, targeting CD19 or CD20 tumor-antigens, demonstrated an ability to induce proliferation, degranulation, and cytokine production in Vg9Vd2+ T cells with costimulation of a natural cytotoxicity receptor or T cell costimulatory receptor. Further, CD19 and CD20 directed GADLENs enhanced the specific killing of lymphoma cells that express both antigen targets.Major Estimate Revision • Apr 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$1.38m to US$380.0k. EPS estimate increased from -US$2.25 to -US$2.17 per share. Biotechs industry in the US expected to see average net income decline 46% next year. Consensus price target down from US$39.00 to US$25.50. Share price fell 8.9% to US$4.00 over the past week.Major Estimate Revision • Mar 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$2.53m to US$1.38m. EPS estimate unchanged from -US$2.25 per share at last update. Biotechs industry in the US expected to see average net income decline 46% next year. Consensus price target down from US$46.50 to US$39.00. Share price rose 13% to US$4.99 over the past week.分析記事 • Mar 18Shattuck Labs, Inc. (NASDAQ:STTK) Just Reported And Analysts Have Been Cutting Their EstimatesShattuck Labs, Inc. ( NASDAQ:STTK ) just released its latest annual results and things are looking bullish. The results...Price Target Changed • Mar 16Price target decreased to US$39.00Down from US$46.50, the current price target is an average from 3 analysts. New target price is 725% above last closing price of US$4.73. Stock is down 87% over the past year. The company is forecast to post a net loss per share of US$2.17 next year compared to a net loss per share of US$1.07 last year.Reported Earnings • Mar 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$1.07 loss per share (up from US$2.36 loss in FY 2020). Revenue: US$30.0m (up 202% from FY 2020). Net loss: US$45.0m (loss widened 23% from FY 2020). Revenue exceeded analyst estimates by 1,226%. Earnings per share (EPS) missed analyst estimates by 38%. Over the next year, revenue is expected to shrink by 92% compared to a 59% growth forecast for the pharmaceuticals industry in the US.分析記事 • Feb 25Is Shattuck Labs (NASDAQ:STTK) In A Good Position To Deliver On Growth Plans?We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...お知らせ • Feb 01Rosen Law Firm Files Securities Class Action Lawsuit Against Shattuck Labs, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of the securities of Shattuck Labs, Inc.: pursuant and/or traceable to the registration statement and related prospectus issued in connection with Shattuck’s October 2020 initial public offering (the IPO or Offering); and/or between October 9, 2020 and November 9, 2021, both dates inclusive (the Class Period). The lawsuit seeks to recover damages for Shattuck investors under the federal securities laws. According to the lawsuit, the materials supporting the IPO and defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: the Collaboration Agreement with Takeda was not solid; Takeda and Shattuck would mutually agree to terminate the Collaboration Agreement in essentially one year; as a result, Shattuck would cease to receive any future milestone, royalty, or other payments from Takeda; and as a result, defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.Recent Insider Transactions • Jan 21Lead Independent Director recently bought US$56k worth of stockOn the 19th of January, Tyler Brous bought around 8k shares on-market at roughly US$7.00 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Nov 23Will Shattuck Labs (NASDAQ:STTK) Spend 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...Recent Insider Transactions Derivative • Nov 14Chief Financial Officer exercised options to buy US$250k worth of stock.On the 11th of November, Andrew Neill exercised options to buy 20k shares at a strike price of around US$2.95, costing a total of US$59k. This transaction amounted to 36% of their direct individual holding at the time of the trade. Since December 2020, Andrew's direct individual holding has decreased from 95.10k shares to 56.17k. Company insiders have collectively bought US$976k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Nov 11Third quarter 2021 earnings released: US$0.41 loss per share (vs US$1.54 loss in 3Q 2020)Third quarter 2021 results: Net loss: US$17.4m (loss widened 47% from 3Q 2020).Board Change • Nov 02High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Independent Director Neil Gibson is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測NasdaqGS:STTK - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028N/A-90N/AN/A512/31/2027N/A-75N/A78612/31/2026N/A-64N/A-49612/31/20251-49-40-40N/A9/30/20251-55-49-49N/A6/30/20253-62-56-56N/A3/31/20255-71-56-56N/A12/31/20246-75-61-61N/A9/30/20246-74-63-63N/A6/30/20244-85-63-63N/A3/31/20243-85-71-71N/A12/31/20232-87-82-81N/A9/30/20231-95-87-86N/A6/30/20231-92-99-97N/A3/31/20231-98-104-95N/A12/31/20221-102-106-94N/A9/30/202230-69-102-89N/A6/30/202232-61-87-74N/A3/31/202228-58-80-72N/A12/31/202130-45-65-57N/A9/30/20211-65-59-52N/A6/30/20212-59-56-51N/A3/31/20219-42-38-34N/A12/31/202010-37-34-34N/A9/30/202011-32-28-27N/A6/30/202011-27-24-23N/A3/31/202010-26-29-28N/A12/31/201910-24-21-21N/A12/31/201822-7N/A-7N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STTK今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: STTK今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: STTK今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: STTK来年は収益がないと予測されています。高い収益成長: STTK来年は収益がないと予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: STTK 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance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2026/05/07 13:23終値2026/05/07 00:00収益2025/12/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Shattuck Labs, Inc. 6 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。9 アナリスト機関Prakhar AgrawalCantor Fitzgerald & Co.Yigal NochomovitzCitigroup IncJoseph PantginisH.C. Wainwright & Co.6 その他のアナリストを表示
Price Target Changed • Oct 14Price target increased by 8.4% to US$2.67Up from US$2.46, the current price target is an average from 3 analysts. New target price is 43% above last closing price of US$1.87. Stock is up 26% over the past year. The company is forecast to post a net loss per share of US$0.71 next year compared to a net loss per share of US$1.49 last year.
Major Estimate Revision • Nov 27Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$6.04m to US$6.71m. EPS estimate unchanged from -US$1.46 at last update. Biotechs industry in the US expected to see average net income decline 13% next year. Consensus price target down from US$2.00 to US$1.20. Share price was steady at US$1.09 over the past week.
Major Estimate Revision • Oct 02Consensus revenue estimates decrease by 19%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$4.29m to US$3.49m. EPS estimate increased from -US$1.66 to -US$1.53 per share. Biotechs industry in the US expected to see average net income decline 14% next year. Consensus price target of US$2.00 unchanged from last update. Share price fell 66% to US$1.25 over the past week.
Price Target Changed • Oct 01Price target decreased by 27% to US$8.00Down from US$11.00, the current price target is an average from 2 analysts. New target price is 317% above last closing price of US$1.92. Stock is up 40% over the past year. The company is forecast to post a net loss per share of US$1.56 next year compared to a net loss per share of US$2.05 last year.
Major Estimate Revision • Aug 16Consensus revenue estimates increase by 23%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$3.49m to US$4.29m. EPS estimate unchanged from -US$1.66 at last update. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target down from US$11.00 to US$10.67. Share price rose 11% to US$3.36 over the past week.
Price Target Changed • Jun 15Price target decreased by 7.9% to US$14.50Down from US$15.75, the current price target is an average from 4 analysts. New target price is 134% above last closing price of US$6.19. Stock is up 97% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$2.05 last year.
Seeking Alpha • Mar 27Shutterstock: Surviving In An AI World Is Going To Be ToughSummary Shutterstock (SSTK) is rated Hold, reflecting limited upside and significant merger and AI-related uncertainties. SSTK’s revenues and AI licensing deals have grown, but margin erosion and declining subscriber counts temper enthusiasm. The pending Getty Images merger promises $150–$200M in annual cost savings, greater scale, and improved AI/data positioning, but faces UK regulatory hurdles. Valuation implies fair value near $17.40 per share, with current margins and AI risks warranting caution until post-merger clarity emerges. Read the full article on Seeking Alpha
Reported Earnings • Mar 06Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: US$0.70 loss per share (improved from US$1.49 loss in FY 2024). Net loss: US$48.8m (loss narrowed 35% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is expected to decline by 100% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 19%. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07Shattuck Labs, Inc., Annual General Meeting, May 28, 2026Shattuck Labs, Inc., Annual General Meeting, May 28, 2026.
お知らせ • Jan 23Shattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $75 million.Shattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $75 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Reported Earnings • Nov 09Third quarter 2025 earnings released: US$0.14 loss per share (vs US$0.33 loss in 3Q 2024)Third quarter 2025 results: US$0.14 loss per share (improved from US$0.33 loss in 3Q 2024). Net loss: US$10.1m (loss narrowed 40% from 3Q 2024). Revenue is expected to decline by 85% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 21%. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 14Price target increased by 8.4% to US$2.67Up from US$2.46, the current price target is an average from 3 analysts. New target price is 43% above last closing price of US$1.87. Stock is up 26% over the past year. The company is forecast to post a net loss per share of US$0.71 next year compared to a net loss per share of US$1.49 last year.
New Risk • Sep 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 32% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$78m net loss in 3 years). Revenue is less than US$5m (US$3.0m revenue).
New Risk • Sep 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$93m net loss in 3 years). Revenue is less than US$5m (US$3.0m revenue). Market cap is less than US$100m (US$48.4m market cap).
お知らせ • Aug 26+ 1 more updateShattuck Labs, Inc. Announces Board and Committee Changes, Effective August 25, 2025Shattuck Labs, Inc. announced that effective on August 25, 2025, Tyler Brous, a Class I director, Dr. Carrie Brownstein, a Class I director, Michael Lee, a Class I director, and Dr. Kate Sasser, a Class II director, resigned from the Board of Directors of the Company as well as any respective committees of the Board of which they were members. Effective on August 25, 2025, the Board appointed Dr. Daniel Baker and Dr. Mona Ashiya to fill the vacant Class I directorships, to hold office until the next election of the Class I directors and until his or her successor shall have been duly elected and qualified or until his or her earlier death, resignation, removal, retirement or disqualification. The Board also appointed Dr. Baker to the Board’s Audit and Nominating and Corporate Governance Committees. Dr. Baker, age 74, has served as the interim Chief Development Officer of Cue Biopharma, Inc. since November 2024. He has also served as Chief Executive Officer and Founder of KiRa Biotech Pty Ltd. and as Venture Partner at OneVentures Investments Australia . Prior to that, Dr. Baker served in various leadership roles at Johnson & Johnson including most recently as its Vice President of Immunology Research and Development. He was also part of the faculty of the University of Pennsylvania. Dr. Baker previously served on the board of directors of Galapagos NV . He received his B.A. in Biology from Gettysburg College and an M.D. from the University of Pennsylvania. He completed his residency at Hershey Medical Center, served as a Fellow in Rheumatology at the University of Pennsylvania and served as a Research Fellow in Rheumatology at Massachusetts General Hospital. Dr. Ashiya, age 56, is currently a Member at OrbiMed Advisors LLC, an investment firm, where she has served in various roles of increasing responsibility since 2010. She currently serves on the boards of directors of Disc Medicine, Inc. and several private companies. Dr. Ashiya received her B.A. from the University of California, Berkeley and her Ph.D. in Cellular, Molecular and Developmental Biology from the University of Pittsburgh.
お知らせ • Aug 21Shattuck Labs, Inc. Announces Ind for Sl-325 Is in Effect for the Treatment of Inflammatory Bowel DiseaseShattuck Labs, Inc. announced that the Company's Investigational New Drug (IND) application submitted to the U.S. Food and Drug Administration (FDA) for SL-325 for the treatment of inflammatory bowel disease is in effect. SL-325, a potentially first-in-class DR3 blocking antibody, is a fully Fc-silenced humanized immunoglobulin G monoclonal antibody, demonstrated high-affinity binding to human DR3 and potent inhibition of TL1A binding to TL1A in preclinical studies, and a favorable safety profile in non-human primate studies. Dosing of the first participant is expected this quarter, and enrollment of the Phase 1 clinical trial is expected to be completed in the second quarter of 2026. The Phase 1 clinical trial is a randomized, double-blind, placebo-controlled, single-ascending dose (SAD) and multiple-ascending dose (MAD) trial in healthy volunteers evaluating safety, tolerability, and pharmacokinetics. Data from the trial will guide the doses and schedule for potential evaluation in Phase 2 clinical trials. SL-325 is a potential first-in-class Death Receptor 3 (DR3) blocking antibody designed to achieve a complete and durable blockade of the clinically validated DR3/TL1A pathway. Shattuck's preclinical studies demonstrate highinity binding and superior activity over TL1A antibodies and offer a data-driven rationale for targeting the TNF receptor, DR3, versus its ligand, TL1A. Shattuck expects to commence a Phase 1 clinical trial in healthy volunteers in the third quarter of 2025.
Reported Earnings • Aug 15First half 2025 earnings released: US$0.51 loss per share (vs US$0.79 loss in 1H 2024)First half 2025 results: US$0.51 loss per share (improved from US$0.79 loss in 1H 2024). Net loss: US$26.2m (loss narrowed 35% from 1H 2024). Revenue is expected to decline by 108% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • Aug 05Shattuck Labs, Inc. announced that it expects to receive $103 million in funding from a group of investorsShattuck Labs, Inc. announces that it has entered into a securities purchase agreement with Coastlands Capital, Prosight Capital, Adage Capital, Redmile Group, and NextBio Capital. to issue 15,225,158 shares of the Company’s common stock and pre-funded warrants to purchase an aggregate of 37,410,188 shares of common stock for gross proceeds of $103 million on August 4, 2025.
お知らせ • May 22Shattuck Labs, Inc., Annual General Meeting, Jul 10, 2025Shattuck Labs, Inc., Annual General Meeting, Jul 10, 2025.
Reported Earnings • May 02First quarter 2025 earnings released: US$0.27 loss per share (vs US$0.37 loss in 1Q 2024)First quarter 2025 results: US$0.27 loss per share (improved from US$0.37 loss in 1Q 2024). Net loss: US$13.7m (loss narrowed 26% from 1Q 2024). Revenue is expected to decline by 104% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 27Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: US$1.49 loss per share (improved from US$2.05 loss in FY 2023). Net loss: US$75.4m (loss narrowed 14% from FY 2023). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 2.9%. Revenue is expected to decline by 121% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
New Risk • Mar 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$88m net loss in 3 years). Market cap is less than US$100m (US$58.7m market cap).
お知らせ • Feb 20Shattuck Labs, Inc. Announces Positive Data from the Preclinical GLP Toxicology Study of SL-325 at the 20th Congress of European Crohn's and Colitis Organization in Inflammatory Bowel Diseases 2025Shattuck Labs, Inc. announced that it is a high-affinity DR3 blocking antibody being developed for the treatment of inflammatory bowel disease (IBD); No evidence of toxicity or residual agonism observed in non-human primate toxicology study - SL-325 receptor occupancy (RO) and pharmacokinetic (PK) profile observed suggestive of extended dosing intervals; These data were featured in a digital oral presentation on February 20, 2025, during the 20th Congress of ECCO in Inflammatory Bowel Diseases 2025 in Berlin, Germany. Clinical data has continued to demonstrate that inhibition of the TL1A/DR3 signaling axis provides monotherapy complete remission rates that match or exceed those observed with IL-23 or a4b7 blocking antibodies. While DR3 blocking antibodies are technically more challenging to develop than TL1A blocking antibodies, the constitutive expression pattern and greater abundance of DR3 in IBD patients as compared to TL1A, suggests DR3 blockade may more completely neutralize the axis than TL1A blockade. Population PK modeling indicates that extended dosing intervals are likely in humans. The company are excited for SL-325 to enter Phase 1 clinical trials later this year. A copy of the ECCO digital oral presentation, titled "Pre-Clinical Development of SL-325, a High Affinity DR3 Blocking Antibody, for Durable Blockade of the DR3/TL1A Axis in Inflammatory Bowel Disease," will be made available under the Events and Presentations section of Shattuck's website. Full and durable DR3 RO was observed in peripheral blood lymphocytes at each of the three doses. Peripheral blood flow cytometry confirmed that there was no evidence of CD4 or CD8 T cells activation or Treg proliferation in any treated animal during the course of the study. Results from this preclinical study indicate that SL-325 is a high-affinityDR3 blocking antibody with no evidence of toxicity or residual agonist in cynomolgus macaques, and with an RO/PK profile suggestive of extended dosing intervals that will be studied in an upcoming Phase 1 clinical trial. Projected dose and schedule in human subjects are 1 mg/kg at second quarter ofW induction through Q4W maintenance and 3 mg/kg Q8W maintenance. Shattuck's preclinical studies demonstrate highinity binding and superior activity over TL1A antibodies, and offer a data-driven rationale for targeting the TNF receptor, DR3, versus its ligand, TL1A. SL-325 has completed a GLP toxicology study in non-human primates, with an IND filing expected in the third quarter of 2025.
Major Estimate Revision • Nov 27Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$6.04m to US$6.71m. EPS estimate unchanged from -US$1.46 at last update. Biotechs industry in the US expected to see average net income decline 13% next year. Consensus price target down from US$2.00 to US$1.20. Share price was steady at US$1.09 over the past week.
New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$63m free cash flow). Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$88m net loss in 3 years). Shareholders have been diluted in the past year (12% increase in shares outstanding). Market cap is less than US$100m (US$59.0m market cap).
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.33 loss per share (improved from US$0.65 loss in 3Q 2023). Net loss: US$16.7m (loss narrowed 40% from 3Q 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is expected to decline by 49% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 22%. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 49% per year, which means it is performing significantly worse than earnings.
New Risk • Oct 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$91.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$109m net loss in 3 years). Shareholders have been diluted in the past year (12% increase in shares outstanding). Revenue is less than US$5m (US$4.1m revenue). Market cap is less than US$100m (US$91.6m market cap).
Major Estimate Revision • Oct 02Consensus revenue estimates decrease by 19%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$4.29m to US$3.49m. EPS estimate increased from -US$1.66 to -US$1.53 per share. Biotechs industry in the US expected to see average net income decline 14% next year. Consensus price target of US$2.00 unchanged from last update. Share price fell 66% to US$1.25 over the past week.
分析記事 • Oct 02Will Shattuck Labs (NASDAQ:STTK) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Price Target Changed • Oct 01Price target decreased by 27% to US$8.00Down from US$11.00, the current price target is an average from 2 analysts. New target price is 317% above last closing price of US$1.92. Stock is up 40% over the past year. The company is forecast to post a net loss per share of US$1.56 next year compared to a net loss per share of US$2.05 last year.
お知らせ • Oct 01Shattuck Labs, Inc. Announces Strategic Pipeline Prioritization to Include the Discontinuation of Its Clinical Program, SL-172154Shattuck Labs, Inc. announced a strategic pipeline prioritization to include the discontinuation of its clinical program, SL-172154. The Company will turn its focus to SL-325, its DR3 antagonist antibody, and plans initial clinical development in patients with IBD, where TL1A/DR3 blocking antibodies have demonstrated compelling monotherapy efficacy. Top-line Phase 1B SL-172154 Clinical Trial Results: HR-MDS: InterimOverall Survival (OS) analysis was completed on September 3, 2024. Overall Survival: Current median OS of 15.6 months. The median survival for patients with TP53m HR-MDS is currently 10.6 months and will not improve beyond 13.1 months with subsequent data cuts. Benchmark Data: Benchmark median OS of approximately 9–12 months for TP53m HR-MDS patients treated with azacitidine alone. Safety and Tolerability: No deaths have occurred in patients (n=3) without TP53m. SL-172154 showed a manageable safety profile with Infusion-Related Reactions (IRRs) as the most common SL-172154 treatment-emergent adverse events (TEAEs). TP53m AML InterimOS analysis was completed on September 3, 2024. Overall Survival: Current median OS is 10.5 months and will not improve beyond 11.7 months with subsequent data cuts. Benchmark Data: Benchmark median OS of approximately 5-8 months for TP53m AML patients treated with azacitidine alone. Safety and Tolerability: SL-172154 showed a manageable safety profile with IRRs as the most common SL-172154 treatment-emergent adverse events TEAEs.
Major Estimate Revision • Aug 16Consensus revenue estimates increase by 23%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$3.49m to US$4.29m. EPS estimate unchanged from -US$1.66 at last update. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target down from US$11.00 to US$10.67. Share price rose 11% to US$3.36 over the past week.
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 16% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$154m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (12% increase in shares outstanding). Revenue is less than US$5m (US$4.1m revenue).
Reported Earnings • Aug 02Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: US$0.42 loss per share. Net loss: US$21.6m (loss widened 1.0% from 2Q 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) missed analyst estimates by 2.4%. Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US.
Recent Insider Transactions • Jun 27Co-Founder recently bought US$50k worth of stockOn the 26th of June, Taylor Schreiber bought around 14k shares on-market at roughly US$3.47 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Taylor's only on-market trade for the last 12 months.
分析記事 • Jun 15Here's Why We're Watching Shattuck Labs' (NASDAQ:STTK) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Price Target Changed • Jun 15Price target decreased by 7.9% to US$14.50Down from US$15.75, the current price target is an average from 4 analysts. New target price is 134% above last closing price of US$6.19. Stock is up 97% over the past year. The company is forecast to post a net loss per share of US$1.57 next year compared to a net loss per share of US$2.05 last year.
お知らせ • Jun 13Shattuck Labs, Inc. Announces Committee AppointmentsShattuck Labs, Inc. announced that its Board of Directors had appointed Drs. Kate Sasser and Clay Siegall to the Board. At that time, the Board had not yet appointed Drs. Sasser and Siegall to any Board committees. In accordance with Securities and Exchange Commission rules, this amendment to the Original Form 8-K is being filed to report that effective June 11, 2024, the Board appointed Dr. Sasser to the Nominating and Corporate Governance Committee and Dr. Siegall to the Compensation Committee.
Major Estimate Revision • May 24Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$2.10m to US$2.42m. EPS estimate unchanged from -US$1.57 at last update. Biotechs industry in the US expected to see average net income decline 10% next year. Consensus price target broadly unchanged at US$15.50. Share price fell 5.4% to US$7.49 over the past week.
お知らせ • May 16Shattuck Labs to Present Additional Data from the Phase 1B Dose Expansion Clinical Trial of Sl-172154 with Azacitidine (Aza) in Frontline Higher-Risk Myelodysplastic Syndromes (Hr-Mds) and Tp53 Mutant (Tp53m) Acute Myeloid Leukemia (Aml) Patients At the European Hematology Association (Eha) 2024 CongressShattuck Labs, Inc. announced the presentation of additional data from the Phase 1B dose expansion clinical trial of SL-172154 with AZA in frontline HR-MDS and TP53m AML patients. These data will be featured in a poster presentation at the EHA 2024 Congress, being held June 13-16, 2024, both virtually and in Madrid, Spain. Key Takeaways from Phase 1B Trial of SL-172154 in Frontline HR-MDS and TP53m AML, Interim efficacy as of February 1, 2024 observed for SL-172154 in combination with AZA in frontline HR-MDS and TP53m AML. EHA poster presentation to include additional data from the next planned cutoff in the second quarter of 2024. HR-MDS: In 23 evaluable patients (20 had TP53m, 21 had complex karyotype, and seven had therapy-related MDS), the objective response rate (ORR) was 65%. Nine patients achieved a CR within 16 weeks as the median time to CR. None of the patients with CR progressed as of the data cutoff. 16 patients were still undergoing treatment. TP53m AML: In 14 evaluable patients (11 of whom had secondary AML) the ORR was 36%. A total of 21 patients will be included in the final pre-conference data cutoff. Two patients achieved a CR, the median time to CR was 8.7 weeks. Another patient achieved a CR with incomplete hematologic recovery and two patients achieved a partial response. None of the responders progressed as of the data cutoff. Four responders (one CR, one CRi, two PR) were taken to hematopoietic cell transplantation (HCT), Six patients were still undergoing treatment, including one patient in CR. Median duration of response and overall survival has not been reached in both HR-MDS and TP53m AML as of the data cutoff date. Safety: SL-172154 had an acceptable safety profile: Infusion-related reactions (IRRs) were the most common SL-172154 related treatment-emergent adverse events (TEAEs). IRR was reported in 18 patients (46%); all were Grade 1 and 2 except for two Grade 3 events. Other SL-172154 related TEAEs (>=10%) were fatigue in five patients (13%) and hypokalemia in four patients (10%). Cytokine release syndrome was reported in two patients with HR-MDS (Grade 2 and Grade 3, respectively). 11 patients (28%) experienced at least one Grade 3/4 SL-172154 related TEAE, with fatigue, febrile neutropenia, and IRR as the most common (in two patients each). Two patients had drug discontinuation that were possibly related to SL-172154: one patient had a Grade 4 event of myocardial infarction, and one patient had a Grade 5 event of cardiac arrest. Both patients had a history of significant cardiovascular disease, adverse risk factors and other comorbidities.
Major Estimate Revision • May 09Consensus revenue estimates increase by 159%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$810.0k to US$2.10m. Forecast losses expected to reduce from -US$1.75 to -US$1.57 per share. Biotechs industry in the US expected to see average net income decline 9.8% next year. Consensus price target of US$15.75 unchanged from last update. Share price fell 3.4% to US$10.49 over the past week.
Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.37 loss per share (improved from US$0.49 loss in 1Q 2023). Net loss: US$18.5m (loss narrowed 11% from 1Q 2023). Revenue exceeded analyst estimates significantly. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 71% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 24Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2024Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2024, at 11:30 US Eastern Standard Time. Agenda: To elect the three Class I director nominees named in the Proxy Statement to serve until the 2027 Annual Meeting of Stockholders and until their successors are duly elected and qualified; to ratify the selection of KPMG LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024; and to transact any other matters that may properly come before the Annual Meeting or any adjournments or postponements thereof.
Major Estimate Revision • Apr 05Consensus revenue estimates increase by 170%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$300.0k to US$810.0k. EPS estimate unchanged from -US$1.75 at last update. Biotechs industry in the US expected to see average net income decline 9.6% next year. Consensus price target broadly unchanged at US$15.75. Share price rose 4.1% to US$9.31 over the past week.
Recent Insider Transactions Derivative • Mar 10General Counsel notifies of intention to sell stockStephen Stout intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$10.53, it would amount to US$169k. Since March 2023, Stephen's direct individual holding has increased from 1.74k shares to 4.90k. There has only been one transaction (US$250k sale) from insiders over the last 12 months.
Board Change • Mar 08Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 11 experienced directors. No highly experienced directors. Independent Director Carrie Brownstein was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 05Shattuck Labs, Inc. Announces Board AppointmentsShattuck Labs, Inc. announced the appointment of Clay Siegall, Ph.D., and Kate Sasser, Ph.D., to its Board of Directors, effective March 1, 2024. Both Dr. Siegall and Dr. Sasser are highly successful executives and scientific pioneers who bring valuable industry experience to Shattuck. Dr. Clay Siegall is the President, Chief Executive Officer and Chairman of the Board of Immunome, Inc. With a distinguished career in leadership and drug development, he has significantly contributed to the pharmaceutical industry, including spearheading the establishment of antibody-drug conjugates as a backbone of cancer therapy in many indications. Previously, Dr. Siegall held the positions of Chief Executive Officer, President, and Chairman of the Board at Seagen Inc. (formerly Seattle Genetics, Inc.). He was the founder of Seattle Genetics, established in 1998, where he guided the company to prominence as a pharmaceutical leader, particularly in the development of antibody-drug conjugates for cancer therapy. Prior to founding Seattle Genetics, Dr. Siegall held numerous leadership positions at Bristol Myers Squibb’s Pharmaceutical Research Institute and the National Cancer Institute. Dr. Siegall holds a Ph.D. in Genetics from George Washington University as well as a B.S. in Zoology from the University of Maryland. Dr. Kate Sasser is the Chief Scientific Officer of Tempus. Dr. Sasser brings over 25 years of experience in translational research and precision medicine in biological sciences across academia and the pharmaceutical and biotech industry. Prior to Tempus, she led the translational research, precision medicine, and R&D operations organizations within Genmab A/S, a biotech company focused on developing transformative antibody therapeutics as medicine. She also led translational research for oncology at Johnson and Johnson Innovative Medicine (formerly Janssen Pharmaceuticals Companies). Dr. Sasser holds a Ph.D. in Integrated Biomedical Sciences from the Ohio State University as well as a B.S. from Oregon State University.
Reported Earnings • Mar 03Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: US$2.05 loss per share (improved from US$2.41 loss in FY 2022). Net loss: US$87.3m (loss narrowed 14% from FY 2022). Revenue exceeded analyst estimates by 46%. Earnings per share (EPS) also surpassed analyst estimates by 6.7%. Revenue is forecast to grow 55% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Jan 18Chief Financial Officer recently sold US$250k worth of stockOn the 10th of January, Andrew Neill sold around 25k shares on-market at roughly US$10.00 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Jan 12Chief Financial Officer notifies of intention to sell stockAndrew Neill intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of January. If the sale is conducted around the recent share price of US$10.00, it would amount to US$250k. Since March 2023, Andrew has owned 84.50k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Dec 23+ 1 more updateShattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $30.000001 million.Shattuck Labs, Inc. has filed a Follow-on Equity Offering in the amount of $30.000001 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,651,163 Price\Range: $6.45 Discount Per Security: $0.387 Transaction Features: Registered Direct Offering
New Risk • Dec 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (41% average weekly change). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$173m net loss in 3 years). Shareholders have been diluted in the past year (11% increase in shares outstanding). Revenue is less than US$5m (US$1.3m revenue).
お知らせ • Dec 22Shattuck Labs, Inc. Files Initial Topline Dose-Exp Expansion Data from Its Ongoing Phase 1A/B Clinical Trial of Sl-172154 in Frontline Tp53m Aml and Tp53m Aml PatientsShattuck Labs, Inc. to file the previously-announced initial topline dose-expansion data from its ongoing Phase 1A/B clinical trial of SL-172154 in combination with AZA in frontline HR-MDS and TP53m AML patients. Phase 1B Trial of SL-172154 in Frontline TP53m AML and HR-MDS: In 11 evaluable patients with previously untreated TP53m AML, two patients achieved a CR. Another patient achieved a CRi and was taken to allogeneic hematopoietic cell transplantation (allo-HCT). Phase 1A Trial of SL-172154 In R/R AML and HR-M DS and Frontline TP53m HR-MDS. Key takeaways: Anti-tumor responses were observed as monotherapy and in combination with AZA. SL-172154 alone and in combination with AZA had an acceptable safety profile, consistent with the safety profile of the individual agents. No destructive anemia was observed. Data Overview: As of the data cut-off date of September 15, 2023, 32 adult patients with R/R AML andHR-MDS received SL-172154 as monotherapy or in combination with AZA in the parallel staggered dose-escalation portion of a Phase 1A/B clinical trials. Patients had a median of two prior lines of therapy. An additional five subjects with frontline TP53m HR-M DS received SL-172154 with AZA. Preliminary signs of anti-tumor activity: Monotherapy response in a R/R AML patient and early signals of anti-leukemic activity (in the form of blast count reductions) in patients with R/R AM L who received SL-172154 in combination With AZA were observed in a dose-dependent manner. Out of four evaluable previously untreated TP53m HR-MDA patients, there was one CR and one mCR. One patient with mCR and one patient with SD proceeded to allo-HCT. The patient in a CR remains in a CR long term.
Price Target Changed • Dec 20Price target increased by 21% to US$15.50Up from US$12.80, the current price target is an average from 4 analysts. New target price is 140% above last closing price of US$6.45. Stock is up 169% over the past year. The company is forecast to post a net loss per share of US$2.20 next year compared to a net loss per share of US$2.41 last year.
New Risk • Dec 17New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$87m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$87m free cash flow). Share price has been highly volatile over the past 3 months (41% average weekly change). Earnings are forecast to decline by an average of 20% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$173m net loss in 3 years). Revenue is less than US$5m (US$1.3m revenue).
Major Estimate Revision • Nov 16Consensus revenue estimates increase by 78%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$600.0k to US$1.06m. EPS estimate fell from -US$1.99 to -US$2.20 per share. Biotechs industry in the US expected to see average net income growth of 5.7% next year. Consensus price target of US$12.80 unchanged from last update. Share price rose 19% to US$2.16 over the past week.
Reported Earnings • Nov 10Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.65 loss per share (further deteriorated from US$0.58 loss in 3Q 2022). Net loss: US$27.5m (loss widened 12% from 3Q 2022). Revenue exceeded analyst estimates. Earnings per share (EPS) missed analyst estimates by 27%. Revenue is forecast to grow 58% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 60% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07Shattuck Labs, Inc. to Report Q3, 2023 Results on Nov 09, 2023Shattuck Labs, Inc. announced that they will report Q3, 2023 results on Nov 09, 2023
お知らせ • Nov 03Shattuck Labs, Inc. to Present Topline Data from Phase 1 A/B Clinical Trial of Sl-172154 in Relapsed/Refractory (R/R) Acute Myeloid Leukemia (Aml) and Higher-Mds) Patients At the American Society of Hematology (Ash) 2023 Annual MeetingShattuck Labs, Inc. announced the presentation of topline data from the dose escalation portion of its Phase 1 A/B clinical trial of SL-172154 as monotherapy and in combination with azacitidine (AZA) in primarily R/R AML and HR-MDS patients. These data will be featured in a poster presentation at the 65th ASH Annual Meeting, which is being held both virtually and in San Diego, CA from December 9-12, 2023. Key Takeaways: SL-172154 monotherapy response was observed in a heavily pretreated patient with R/R AML after just a single cycle of treatment, as well as early efficacy signals for SL-172154 in combination with AZA in previously untreated HR-MDS with TP53 mutant patients. SL-172154 was tolerable at 3mg/kg as a monotherapy and in combination with AZA. Data Overview: As of the abstract data cut-off date of May 25, 2023, 37 adult patients with R/R AML andHR-MDS had received SL-172154 as mon monotherapy or in combination with AZA in the parallel staggered dose-escalation portion of a Phase 1A/B clinical trial. Patients had a median of two prior lines of therapy. SL-172154 (SIRPa-Fc-CD40L) is an investigational ARC®? fusion protein designed to simultaneously inhibit the CD47/SIRPa checkpoint interaction and activate the CD40 costimulatory receptor to bolster an anti-tumor immune response in patients with advanced cancer. Multiple Phase 1 clinical trials are ongoing for patients with PROC (NCT04406623, NCT05483933) and patients with AML and HR- MDS (NCT05275439).
Major Estimate Revision • Sep 17Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from US$510.0k to US$600.0k. Forecast losses expected to reduce from -US$2.02 to -US$1.99 per share. Biotechs industry in the US expected to see average net income decline 3.3% next year. Consensus price target down from US$16.00 to US$12.80. Share price fell 7.2% to US$2.05 over the past week.
Price Target Changed • Sep 15Price target decreased by 21% to US$12.80Down from US$16.20, the current price target is an average from 5 analysts. New target price is 524% above last closing price of US$2.05. Stock is down 30% over the past year. The company is forecast to post a net loss per share of US$1.99 next year compared to a net loss per share of US$2.41 last year.
Major Estimate Revision • Aug 27Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$580.0k to US$510.0k. EPS estimate unchanged from -US$2.02 per share at last update. Biotechs industry in the US expected to see average net income decline 6.4% next year. Consensus price target broadly unchanged at US$16.00. Share price fell 3.2% to US$2.14 over the past week.
Major Estimate Revision • Aug 17Consensus revenue estimates increase by 91%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$300.0k to US$580.0k. EPS estimate unchanged at -US$2.02. Biotechs industry in the US expected to see average net income decline 6.6% next year. Consensus price target down from US$16.60 to US$16.20. Share price fell 7.2% to US$2.06 over the past week.
New Risk • Aug 02New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$96.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Revenue is less than US$1m (US$709k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$138m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$96.8m market cap).
分析記事 • Jun 28Can Shattuck Labs (NASDAQ:STTK) Afford To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
New Risk • Jun 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 17% per year for the foreseeable future. Revenue is less than US$1m (US$709k revenue). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$138m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change).
Major Estimate Revision • May 16Consensus EPS estimates upgraded to US$2.03 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$2.56 to -US$2.03 per share. Revenue forecast unchanged from US$375.0k at last update. Biotechs industry in the US expected to see average net income decline 85% next year. Consensus price target of US$16.60 unchanged from last update. Share price fell 3.3% to US$2.61 over the past week.
分析記事 • Mar 09We're Keeping An Eye On Shattuck Labs' (NASDAQ:STTK) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Reported Earnings • Feb 26Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: US$2.41 loss per share (further deteriorated from US$1.07 loss in FY 2021). Net loss: US$101.9m (loss widened 127% from FY 2021). Products in clinical trials Phase I: 4 Revenue exceeded analyst estimates by 163%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 68% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in the US.
お知らせ • Feb 17Shattuck Labs, Inc. to Report Q4, 2022 Results on Feb 23, 2023Shattuck Labs, Inc. announced that they will report Q4, 2022 results on Feb 23, 2023
Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from US$210.0k to US$250.0k. EPS estimate unchanged from -US$2.42 at last update. Biotechs industry in the US expected to see average net income decline 93% next year. Consensus price target of US$18.80 unchanged from last update. Share price was steady at US$2.23 over the past week.
分析記事 • Nov 23Is Shattuck Labs (NASDAQ:STTK) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Major Estimate Revision • Nov 16Consensus revenue estimates increase by 264%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from US$60.0k to US$210.0k. Forecast losses expected to reduce from -US$2.54 to -US$2.42 per share. Biotechs industry in the US expected to see average net income decline 93% next year. Consensus price target of US$18.80 unchanged from last update. Share price was steady at US$2.25 over the past week.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Carrie Brownstein was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 11Third quarter 2022 earnings released: US$0.58 loss per share (vs US$0.41 loss in 3Q 2021)Third quarter 2022 results: US$0.58 loss per share (further deteriorated from US$0.41 loss in 3Q 2021). Revenue: US$212.0k (down 89% from 3Q 2021). Net loss: US$24.6m (loss widened 42% from 3Q 2021). Revenue is forecast to grow 77% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in the US.
お知らせ • Nov 02Shattuck Labs, Inc. to Report Q3, 2022 Results on Nov 08, 2022Shattuck Labs, Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 08, 2022
Reported Earnings • Aug 12Second quarter 2022 earnings released: US$0.65 loss per share (vs US$0.56 loss in 2Q 2021)Second quarter 2022 results: US$0.65 loss per share (down from US$0.56 loss in 2Q 2021). Revenue: US$50.0k (down 101% from 2Q 2021). Net loss: US$27.4m (loss widened 16% from 2Q 2021). Over the next year, revenue is expected to shrink by 100% compared to a 51% growth forecast for the industry in the US.
Seeking Alpha • Aug 11Shattuck Labs GAAP EPS of -$0.65 misses by $0.06Shattuck Labs press release (NASDAQ:STTK): Q2 GAAP EPS of -$0.65 misses by $0.06. As of June 30, 2022, cash and cash equivalents and short-term investments were $214.2 million, as compared to $268.8 million as of December 31, 2021.
分析記事 • Jul 26We're Not Very Worried About Shattuck Labs' (NASDAQ:STTK) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
お知らせ • Jun 26+ 1 more updateShattuck Labs, Inc.(NasdaqGS:STTK) dropped from Russell 2000 Growth IndexShattuck Labs, Inc.(NasdaqGS:STTK) dropped from Russell 2000 Growth Index
Reported Earnings • May 13First quarter 2022 earnings: EPS in line with expectations, revenues disappointFirst quarter 2022 results: US$0.58 loss per share (down from US$0.28 loss in 1Q 2021). Revenue: US$0 (down 100% from 1Q 2021). Net loss: US$24.5m (loss widened 108% from 1Q 2021). Profit margin: (up from net loss in 1Q 2021). The move to profitability was primarily driven by lower revenue. Revenue missed analyst estimates by 100%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is expected to shrink by 100% compared to a 25% growth forecast for the industry in the US.
Price Target Changed • Apr 27Price target decreased to US$25.50Down from US$39.00, the current price target is an average from 3 analysts. New target price is 578% above last closing price of US$3.76. Stock is down 89% over the past year. The company is forecast to post a net loss per share of US$2.17 next year compared to a net loss per share of US$1.07 last year.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Carrie Brownstein was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 22Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2022Shattuck Labs, Inc., Annual General Meeting, Jun 07, 2022, at 11:00 US Eastern Standard Time. Agenda: To consider and elect the two Class II director nominees named in the Proxy Statement to serve until the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified; to consider and ratify the selection of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2022; and to consider the transact any other matters that may properly come before the Annual Meeting or any adjournments or postponements thereof.
お知らせ • Apr 09Shattuck Labs Presents Preclinical Data At the 2022 American Association for Cancer Research (AACR) Annual MeetingShattuck Labs, Inc. announced preclinical data at the 2022 American Association for Cancer Research (AACR) Annual Meeting. This includes data from SL-9258 (TIGIT-Fc-LIGHT), derived from the company’s ARC® platform, and the company’s GADLEN platform. LIGHT (TNFSF14) costimulation with TIGIT blockade broadens the activity of checkpoint inhibitors (CPIs) into checkpoint inhibitor refractory and resistant tumors through targeted myeloid cell and effector lymphocyte activation. Shattuck presented preclinical data for SL-9258 (TIGIT-Fc-LIGHT), a bispecific fusion protein from its ARC platform, demonstrating that SL-9258 simultaneously provides checkpoint blockade to all tumor-expressed PVR ligands and broadens immune costimulation by the TNF ligand known as LIGHT. LIGHT’s ability to bind and activate CD8+ T and natural killer cells through interactions with one of its receptors known as HVEM and myeloid cells through interactions with its other receptor known as LTbR, translates into strong anti-tumor responses in checkpoint primary and acquired resistance murine tumor models, where TIGIT blocking antibodies demonstrate no activity. TIGIT-Fc-LIGHT was evaluated and well tolerated in non-human primates at doses up to 40 mg/kg and similar on-target pharmacodynamic activity was observed to what was characterized preclinically in mice. Together, these results suggest that TIGIT-Fc-LIGHT may provide clinical benefit to patients that are refractory to conventional checkpoint blockade therapy. Bispecific gamma/delta T cell engagers containing butyrophilin 2A1/3A1 heterodimeric fusion protein efficiently activate Vg9Vd2+ T cells and promote tumor cell killing. Shattuck presented preclinical data highlighting the potential of GADLENs to direct gamma delta T cells to kill tumor cells and in the process, further elucidate tumor cell markers which are important for the therapeutic activity of gamma delta T cell-based therapies. Shattuck’s bispecific GADLENs containing heterodimeric BTN2A1 and BTN3A1 extracellular domains fused via inert Fc linkers to scFv domains, targeting CD19 or CD20 tumor-antigens, demonstrated an ability to induce proliferation, degranulation, and cytokine production in Vg9Vd2+ T cells with costimulation of a natural cytotoxicity receptor or T cell costimulatory receptor. Further, CD19 and CD20 directed GADLENs enhanced the specific killing of lymphoma cells that express both antigen targets.
Major Estimate Revision • Apr 02Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$1.38m to US$380.0k. EPS estimate increased from -US$2.25 to -US$2.17 per share. Biotechs industry in the US expected to see average net income decline 46% next year. Consensus price target down from US$39.00 to US$25.50. Share price fell 8.9% to US$4.00 over the past week.
Major Estimate Revision • Mar 22Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$2.53m to US$1.38m. EPS estimate unchanged from -US$2.25 per share at last update. Biotechs industry in the US expected to see average net income decline 46% next year. Consensus price target down from US$46.50 to US$39.00. Share price rose 13% to US$4.99 over the past week.
分析記事 • Mar 18Shattuck Labs, Inc. (NASDAQ:STTK) Just Reported And Analysts Have Been Cutting Their EstimatesShattuck Labs, Inc. ( NASDAQ:STTK ) just released its latest annual results and things are looking bullish. The results...
Price Target Changed • Mar 16Price target decreased to US$39.00Down from US$46.50, the current price target is an average from 3 analysts. New target price is 725% above last closing price of US$4.73. Stock is down 87% over the past year. The company is forecast to post a net loss per share of US$2.17 next year compared to a net loss per share of US$1.07 last year.
Reported Earnings • Mar 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$1.07 loss per share (up from US$2.36 loss in FY 2020). Revenue: US$30.0m (up 202% from FY 2020). Net loss: US$45.0m (loss widened 23% from FY 2020). Revenue exceeded analyst estimates by 1,226%. Earnings per share (EPS) missed analyst estimates by 38%. Over the next year, revenue is expected to shrink by 92% compared to a 59% growth forecast for the pharmaceuticals industry in the US.
分析記事 • Feb 25Is Shattuck Labs (NASDAQ:STTK) In A Good Position To Deliver On Growth Plans?We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
お知らせ • Feb 01Rosen Law Firm Files Securities Class Action Lawsuit Against Shattuck Labs, IncRosen Law Firm announced it has filed a class action lawsuit on behalf of purchasers of the securities of Shattuck Labs, Inc.: pursuant and/or traceable to the registration statement and related prospectus issued in connection with Shattuck’s October 2020 initial public offering (the IPO or Offering); and/or between October 9, 2020 and November 9, 2021, both dates inclusive (the Class Period). The lawsuit seeks to recover damages for Shattuck investors under the federal securities laws. According to the lawsuit, the materials supporting the IPO and defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: the Collaboration Agreement with Takeda was not solid; Takeda and Shattuck would mutually agree to terminate the Collaboration Agreement in essentially one year; as a result, Shattuck would cease to receive any future milestone, royalty, or other payments from Takeda; and as a result, defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
Recent Insider Transactions • Jan 21Lead Independent Director recently bought US$56k worth of stockOn the 19th of January, Tyler Brous bought around 8k shares on-market at roughly US$7.00 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Nov 23Will Shattuck Labs (NASDAQ:STTK) Spend 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...
Recent Insider Transactions Derivative • Nov 14Chief Financial Officer exercised options to buy US$250k worth of stock.On the 11th of November, Andrew Neill exercised options to buy 20k shares at a strike price of around US$2.95, costing a total of US$59k. This transaction amounted to 36% of their direct individual holding at the time of the trade. Since December 2020, Andrew's direct individual holding has decreased from 95.10k shares to 56.17k. Company insiders have collectively bought US$976k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Nov 11Third quarter 2021 earnings released: US$0.41 loss per share (vs US$1.54 loss in 3Q 2020)Third quarter 2021 results: Net loss: US$17.4m (loss widened 47% from 3Q 2020).
Board Change • Nov 02High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 6 experienced directors. No highly experienced directors. Independent Director Neil Gibson is the most experienced director on the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.