Savara Inc.

NasdaqGS:SVRA 株式レポート

時価総額:US$1.3b

Savara 将来の成長

Future 基準チェック /56

Savaraは、65%と54.9%でそれぞれ年率65%で利益と収益が成長すると予測される一方、EPSはgrowで64.2%年率。

主要情報

65.0%

収益成長率

64.17%

EPS成長率

Biotechs 収益成長25.2%
収益成長率54.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha Nov 16

Savara: A High-Risk Opportunity

Summary Savara, Inc. has rebounded strongly after an FDA setback, aligning on BLA resubmission for molgramostim, its sole clinical candidate for aPAP. Molgramostim showed strong DLCO results in IMPALA-2, with a notable reduction in whole lung lavage need, addressing a $2B+ U.S. market. SVRA holds $125M+ in cash, recently raised $140M, and analysts unanimously rate it a buy, projecting $400M in 2030 sales. An analysis around Savara, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Apr 21

Savara: Make-It-Or-Break-It Molbreevi BLA Filing

Summary Savara, Inc. focuses exclusively on developing its sole therapeutic product, MOLBREEVI. Its investment thesis highlights the potential of MOLBREEVI to address unmet medical needs in autoimmune pulmonary alveolar proteinosis (aPAP). Rating justification: Strong clinical data, multiple FDA designations and a clear path to regulatory approval make Savara a compelling investment opportunity. Despite inherent risks in biotech investments, Savara's focused strategy supports a "Buy" thesis. Read the full article on Seeking Alpha
分析記事 Apr 03

Health Check: How Prudently Does Savara (NASDAQ:SVRA) Use Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Dec 20

Savara: Rolling BLA Submission Of MOLBREEVI Generates Catalysts To  Track

Summary Savara initiated a rolling BLA submission for MOLBREEVI to treat aPAP, with completion expected in Q1 2025, potentially boosting its stock. MOLBREEVI met primary and secondary endpoints in the phase 3 IMPALA-2 study, supporting its efficacy and paving the way for regulatory submissions in both the U.S and European territories. An analyst believes that MOLBREEVI could generate as much as $500 million per year in revenue for the company. With $219.4 million in cash, Savara is financially stable, reducing near-term dilution risk and supporting operations into Q2 2027. Read the full article on Seeking Alpha
Seeking Alpha Sep 09

Savara: Trial Successful, But I'm Only Half Convinced

Summary Savara's Molgramostim, a GM-CSF therapy, succeeded in a phase 3 trial for treating aPAP, a rare autoimmune lung condition, after a previous failure. The current standard treatment, WLL, is effective but complex, costly, and invasive, making GM-CSF a potentially preferable alternative despite its high price. Despite meeting primary endpoints in IMPALA-2, concerns remain about endpoint changes and high costs, making the investment risky. With a cash runway into 2026, Savara faces challenges convincing the market and FDA of Molgramostim's superiority. Read the full article on Seeking Alpha
Seeking Alpha Jun 26

Savara: Today's Data 'Win' Rouses Market All Too Briefly

Summary Savara Inc. is a biotech company focused on rare lung diseases that joined the Nasdaq in 2017. Today, management shared the news that lead candidate, molgramostim met primary and secondary endpoints in a Phase 3 study in patients with Autoimmune Pulmonary Alveolar Proteinosis, a rare lung disease. Despite an initial stock price spike, Savara's stock has retreated in trading today, likely due to profit taking, but also possibly reflecting some doubts harbored by the market. Analysts have suggested a peak revenue target of >$400 million for molgramostim in APAP, a disease for which there are no approved therapies, with only ~5k patients in the US. As such, the market opportunity may be smaller than forecast, and that seems to be weighing on the stock price. If approved, however, Savara shareholders ought to be rewarded eventually. Read the full article on Seeking Alpha
Seeking Alpha Jun 07

Savara: The Binary Bet On Phase 3 Data

Summary Savara is a biotech company focusing on the treatment of autoimmune pulmonary alveolar proteinosis. The company's valuation will be heavily impacted by the results of its upcoming IMPALA-2 trial for its drug Molgramostim. The trial results are expected to be announced by the end of Q2 2024, and we believe several measures are likely to show efficacy. SVRA is a moderate buy, with limited upside potential, in our opinion. Read the full article on Seeking Alpha
分析記事 Dec 14

Health Check: How Prudently Does Savara (NASDAQ:SVRA) Use Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Feb 16

Is Savara (NASDAQ:SVRA) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 Oct 12

Is Savara (NASDAQ:SVRA) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Aug 26

Savara's rare lung disorder drug gets promising innovative medicine status in UK

Savara (NASDAQ:SVRA) said on Aug. 25 that the U.K.'s Medicines and Healthcare Products Regulatory Agency (MHRA) granted promising innovative medicine (PIM) designation to the company's inhaled therapy molgramostim to treat autoimmune pulmonary alveolar proteinosis (aPAP), type of a rare lung disease. "This PIM designation was granted on the basis of molgramostim nonclinical and clinical data and further reinforces the potential of molgramostim to provide significant benefit in the treatment of aPAP," said Savara Chair and CEO Matt Pauls. The company said the PIM designation is an early indication that molgramostim is a promising candidate for the UK Early Access to Medicines Scheme (EAMS), which provides an opportunity for therapies to be used in U.K. clinical practice in parallel with the later stages of the regulatory process. Drugs with a positive scientific opinion could be made available to U.K. patients 12 months to 18 months before formal marketing authorization is granted, Savara added. In June, molgramostim was awarded Innovation Passport designation by MHRA and has also received orphan drug designations in the U.S. and EU. and fast track status in the U.S.
Seeking Alpha Aug 11

Savara GAAP EPS of -$0.06 in-line

Savara press release (NASDAQ:SVRA): Q2 GAAP EPS of -$0.06 in-line. “Despite ongoing factors such as geographical COVID surges, geopolitical issues and supply chain constraints, IMPALA-2, the pivotal Phase 3 trial of our novel inhaled biologic, is currently on-track for a top line read-out by the end of 2Q 2024,” said Matt Pauls, Chair and CEO, Savara. “With a cash position of approximately $142M at the end of the second quarter of 2022, we are confident that we are funded through 2025, which is well beyond the expected IMPALA-2 read-out.”
分析記事 Jan 24

Does Savara (NASDAQ:SVRA) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

業績と収益の成長予測

NasdaqGS:SVRA - 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
12/31/20281664N/A-505
12/31/202771-73N/A-826
12/31/20263-139N/A-528
3/31/2026N/A-129-107-107N/A
12/31/2025N/A-119-101-101N/A
9/30/2025N/A-116-99-99N/A
6/30/2025N/A-110-99-99N/A
3/31/2025N/A-102-96-96N/A
12/31/2024N/A-96-89-89N/A
9/30/2024N/A-83-81-81N/A
6/30/2024N/A-75-72-72N/A
3/31/2024N/A-64-60-60N/A
12/31/2023N/A-55-51-51N/A
9/30/2023N/A-49-44-44N/A
6/30/2023N/A-43-39-39N/A
3/31/2023N/A-40-38-38N/A
12/31/2022N/A-38-35-35N/A
9/30/2022N/A-39-35-35N/A
6/30/2022N/A-39-36-36N/A
3/31/2022N/A-41-39-39N/A
12/31/2021N/A-43-40-40N/A
9/30/20210-45-43-43N/A
6/30/20210-46-41-41N/A
3/31/20210-44-36-36N/A
12/31/20200-50-43-40N/A
9/30/20200-68-41-37N/A
6/30/2020N/A-69-45-42N/A
3/31/2020N/A-81-51-47N/A
12/31/2019N/A-78N/A-45N/A
9/30/2019N/A-57N/A-46N/A
6/30/2019N/A-57N/A-43N/A
3/31/2019N/A-47N/A-40N/A
12/31/2018N/A-62N/A-39N/A
9/30/2018N/A-58N/A-38N/A
6/30/2018N/A-52N/A-38N/A
3/31/2018N/A-53N/A-35N/A
12/31/2017N/A-31N/A-28N/A
9/30/20170-28N/A-21N/A
6/30/20170-25N/A-16N/A
3/31/20170-14N/A-9N/A
12/31/20160-11N/A-8N/A
12/31/20150-9N/A-5N/A

アナリストによる今後の成長予測

収入対貯蓄率: SVRAは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: SVRA今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SVRA今後 3 年以内に収益を上げることが予想されます。

収益対市場: SVRAの収益 ( 54.9% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: SVRAの収益 ( 54.9% ) 20%よりも速いペースで成長する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: SVRAの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 05:12
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

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Youtubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Savara Inc. 8 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。16

アナリスト機関
Dewey SteadmanCanaccord Genuity
Liisa BaykoCitizens JMP Securities, LLC
Jonathan WollebenCitizens JMP Securities, LLC