View ValuationFirst Tracks Biotherapeutics 将来の成長Future 基準チェック /06First Tracks Biotherapeuticsの収益は年間4%で減少すると予測されていますが、年間収益は年間81.9%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に-112.7% 6.5%なると予測されています。主要情報-4.0%収益成長率6.48%EPS成長率Biotechs 収益成長27.8%収益成長率81.9%将来の株主資本利益率-112.68%アナリストカバレッジGood最終更新日20 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updates分析記事 • Aug 17We're Hopeful That First Tracks Biotherapeutics (NASDAQ:TRAX) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...ライブニュース • Aug 14FDA Fast Tracks ANB033 as First Tracks Biotherapeutics Advances Celiac and EoE TrialsFirst Tracks Biotherapeutics reported that the FDA granted Fast Track designation to ANB033 for celiac disease and that enrollment is now complete for Cohort 1 of its Phase 1b celiac trial, with top-line data guided for Q4 2026. The company also said enrollment is ongoing in a separate Phase 1b trial of ANB033 in eosinophilic esophagitis, with top-line data expected in Q3 2027, indicating parallel development in two immune-mediated conditions. First Tracks Biotherapeutics’ stock trades at US$44.03, with the share price up 131.7% year to date. These updates highlight that ANB033 is moving through early-stage trials in two indications under an expedited FDA program. This puts more focus on upcoming clinical readouts and the usual execution and data risks that come with early-stage biotech pipelines.New Risk • Jun 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$142m net loss in 3 years).New Risk • May 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.9% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 9.9% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$136m net loss in 3 years).Seeking Alpha • May 06First Tracks: Huge Cash Reserves Will Not Sustain Testing For LongSummary First Tracks Biotherapeutics, spun off from AnaptysBio, launches with $180M cash and a diverse, early-stage pipeline. I rate TRAX as a Hold due to post-spin instability, near-term dilution risk, and a multi-year path to revenue. ANB033 targets celiac disease, with no current FDA-approved therapies; pivotal trial data are expected in Q4 2026–2027, with commercialization likely a decade away. Rosnilimab showed strong Phase 2b RA results but faces entrenched competition and is reliant on a single indication for success. Read the full article on Seeking AlphaNew Risk • May 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.5% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 5.5% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$150m net loss in 3 years).New Risk • Apr 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$120m net loss in 3 years).Board Change • Apr 07No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. CEO, President & Director Dan Faga was the last director to join the board, commencing their role in 2026. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.業績と収益の成長予測NasdaqGS:TRAX - 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-161-91-124612/31/2027N/A-140-53-134612/31/2026N/A-146-28-11366/30/2026N/A-160-124-124N/A3/31/2026N/A-169-131-130N/A12/31/2025N/A-166-143-143N/A12/31/2024N/A-164-126-126N/Aアナリストによる今後の成長予測収入対貯蓄率: TRAX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: TRAX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: TRAX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: TRAX来年は収益がないと予測されています。高い収益成長: TRAX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: TRAX 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2026/08/23 14:32終値2026/08/21 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋First Tracks Biotherapeutics, 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Etzer DaroutBarclaysEmily BodnarH.C. Wainwright & Co.Anupam RamaJ.P. Morgan6 その他のアナリストを表示
分析記事 • Aug 17We're Hopeful That First Tracks Biotherapeutics (NASDAQ:TRAX) Will Use Its Cash WiselyEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
ライブニュース • Aug 14FDA Fast Tracks ANB033 as First Tracks Biotherapeutics Advances Celiac and EoE TrialsFirst Tracks Biotherapeutics reported that the FDA granted Fast Track designation to ANB033 for celiac disease and that enrollment is now complete for Cohort 1 of its Phase 1b celiac trial, with top-line data guided for Q4 2026. The company also said enrollment is ongoing in a separate Phase 1b trial of ANB033 in eosinophilic esophagitis, with top-line data expected in Q3 2027, indicating parallel development in two immune-mediated conditions. First Tracks Biotherapeutics’ stock trades at US$44.03, with the share price up 131.7% year to date. These updates highlight that ANB033 is moving through early-stage trials in two indications under an expedited FDA program. This puts more focus on upcoming clinical readouts and the usual execution and data risks that come with early-stage biotech pipelines.
New Risk • Jun 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% 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 Share price has been highly volatile over the past 3 months (20% average weekly change). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$142m net loss in 3 years).
New Risk • May 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.9% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 9.9% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$136m net loss in 3 years).
Seeking Alpha • May 06First Tracks: Huge Cash Reserves Will Not Sustain Testing For LongSummary First Tracks Biotherapeutics, spun off from AnaptysBio, launches with $180M cash and a diverse, early-stage pipeline. I rate TRAX as a Hold due to post-spin instability, near-term dilution risk, and a multi-year path to revenue. ANB033 targets celiac disease, with no current FDA-approved therapies; pivotal trial data are expected in Q4 2026–2027, with commercialization likely a decade away. Rosnilimab showed strong Phase 2b RA results but faces entrenched competition and is reliant on a single indication for success. Read the full article on Seeking Alpha
New Risk • May 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.5% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 5.5% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$150m net loss in 3 years).
New Risk • Apr 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% 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 Shares are highly illiquid. Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$120m net loss in 3 years).
Board Change • Apr 07No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. CEO, President & Director Dan Faga was the last director to join the board, commencing their role in 2026. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.