Evommune（EVMN）株式概要は、米国で臨床段階のバイオテクノロジー企業として事業を展開している。 詳細EVMN ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績0/6財務の健全性6/6配当金0/6報酬収益は年間38.78%増加すると予測されています 過去 1 年間で収益は233.3%増加しましたリスク分析今後3年間の収益は年平均21.2%減少すると予測されている。 US市場と比較した過去 3 か月間の株価の変動現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るEVMN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,440 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,440 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$13.21974.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-86m51m2016201920222025202620282031Revenue US$51.5mEarnings US$9.5mAdvancedSet Fair ValueView all narrativesEvommune, Inc. 競合他社C4 TherapeuticsSymbol: NasdaqGS:CCCCMarket cap: US$474.3mPrelude TherapeuticsSymbol: NasdaqGS:PRLDMarket cap: US$487.0mEnanta PharmaceuticalsSymbol: NasdaqGS:ENTAMarket cap: US$414.4mvTv TherapeuticsSymbol: NasdaqCM:VTVTMarket cap: US$415.0m価格と性能株価の高値、安値、推移の概要Evommune過去の株価現在の株価US$13.2152週高値US$33.2052週安値US$12.07ベータ01ヶ月の変化-35.53%3ヶ月変化-48.22%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-34.70%最新ニュースRecent Insider Transactions • Jul 09Independent Director recently bought US$133k worth of stockOn the 7th of July, Arthur Kirsch bought around 10k shares on-market at roughly US$13.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$150k more in shares than they have sold in the last 12 months.ライブニュース • Jul 01Evommune Faces Investigation After Executives Sell Ahead of Failed Clinical Trial AnnouncementLevi & Korsinsky, LLP has begun an investigation into Evommune’s officers and directors after the CEO and CSO sold shares under Rule 10b5-1 plans shortly before disclosing that lead drug candidate EVO756 failed to meet the primary endpoint in a Phase 2b trial. This announcement was followed by an approximate 38% share price drop. The focus on insider stock sales ahead of negative clinical data raises potential securities law and governance concerns that could carry regulatory and reputational consequences for Evommune. Evommune shares trade around $13.29, with the stock down about 45.2% over the past week. This kind of legal scrutiny can add another layer of uncertainty on top of clinical risk. The key question is how any findings might affect Evommune’s leadership, costs and ability to fund future development work.お知らせ • Jun 30Evommune Reports Top-Line Results From EVO756 Phase 2b Trial In Moderate-To-Severe Chronic Spontaneous UrticariaEvommune, Inc. announced top-line results from its randomized, double-blind, placebo controlled, dose-ranging Phase 2b trial evaluating the efficacy and safety of oral MRGPRX2 antagonist, EVO756, in adults with moderate-to-severe chronic spontaneous urticaria (CSU). The Phase 2b trial enrolled 160 moderate-to-severe antihistamine-refractory CSU patients in the United States, Europe, Canada and Japan. Participants received one of three active dose regimens or placebo. The study did not meet the primary endpoint of mean change in a patient’s Urticaria Activity Score over seven days (UAS7) at 12 weeks at any dose. EVO756 previously delivered positive Phase 2 data in chronic inducible urticaria and showed clear target engagement in the Phase 1 trial. Evommune is evaluating EVO756 in additional indications, and this Phase 2b trial confirmed safe and well tolerated doses that warrant these further studies. Evommune remains on track to report top-line Phase 2b data for EVO756 in atopic dermatitis (AD) in the third quarter of 2026. Screening has been initiated in a Phase 2b trial of EVO756 in migraine prophylaxis, and patient dosing is expected to commence imminently. For EVO301, Evommune recently reported positive Phase 2a proof-of-concept data in AD and plans to move the program into a robust Phase 2b AD trial. EVO756 is a first-in-class, potent and highly selective oral small molecule antagonist of Mas-related G protein-coupled receptor X2 (MRGPRX2), a receptor predominantly found on mast cells and peripheral sensory neurons. Evommune seeks to produce the first MRGPRX2-targeted oral treatment for chronic inflammatory diseases, including atopic dermatitis (AD) and migraine, as well as additional possible indication expansions. EVO301 is a long-acting injectable SAFA-IL-18BP fusion protein designed to neutralize aberrantly upregulated IL-18 activity. EVO301 facilitates more efficient tissue distribution and improved binding affinity and specificity relative to existing attempts to antagonize or inhibit the IL-18 pathway, including traditional mAbs. EVO301 incorporates several distinguishing design features, including selective and high binding affinity of native human IL-18BP and binding to serum albumin, smaller molecular weight, extended half-life for the neutralization of IL-18, and lower potential for immunogenicity. Evommune believes the distinct mechanism and modality of EVO301 complement those of EVO756, providing multiple, potentially synergistic avenues to bring innovative therapeutics to the large, underserved and rapidly expanding population of patients suffering from chronic inflammatory diseases.New Risk • Jun 29New 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 15% 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 Risk Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$176m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change).お知らせ • Jun 29Evommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value BenchmarkEvommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value BenchmarkRecent Insider Transactions Derivative • Jun 29Chief of Development Operations notifies of intention to sell stockJanice Drew intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of June. If the sale is conducted around the recent share price of US$21.36, it would amount to US$427k. Janice currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.最新情報をもっと見るRecent updatesRecent Insider Transactions • Jul 09Independent Director recently bought US$133k worth of stockOn the 7th of July, Arthur Kirsch bought around 10k shares on-market at roughly US$13.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$150k more in shares than they have sold in the last 12 months.ライブニュース • Jul 01Evommune Faces Investigation After Executives Sell Ahead of Failed Clinical Trial AnnouncementLevi & Korsinsky, LLP has begun an investigation into Evommune’s officers and directors after the CEO and CSO sold shares under Rule 10b5-1 plans shortly before disclosing that lead drug candidate EVO756 failed to meet the primary endpoint in a Phase 2b trial. This announcement was followed by an approximate 38% share price drop. The focus on insider stock sales ahead of negative clinical data raises potential securities law and governance concerns that could carry regulatory and reputational consequences for Evommune. Evommune shares trade around $13.29, with the stock down about 45.2% over the past week. This kind of legal scrutiny can add another layer of uncertainty on top of clinical risk. The key question is how any findings might affect Evommune’s leadership, costs and ability to fund future development work.お知らせ • Jun 30Evommune Reports Top-Line Results From EVO756 Phase 2b Trial In Moderate-To-Severe Chronic Spontaneous UrticariaEvommune, Inc. announced top-line results from its randomized, double-blind, placebo controlled, dose-ranging Phase 2b trial evaluating the efficacy and safety of oral MRGPRX2 antagonist, EVO756, in adults with moderate-to-severe chronic spontaneous urticaria (CSU). The Phase 2b trial enrolled 160 moderate-to-severe antihistamine-refractory CSU patients in the United States, Europe, Canada and Japan. Participants received one of three active dose regimens or placebo. The study did not meet the primary endpoint of mean change in a patient’s Urticaria Activity Score over seven days (UAS7) at 12 weeks at any dose. EVO756 previously delivered positive Phase 2 data in chronic inducible urticaria and showed clear target engagement in the Phase 1 trial. Evommune is evaluating EVO756 in additional indications, and this Phase 2b trial confirmed safe and well tolerated doses that warrant these further studies. Evommune remains on track to report top-line Phase 2b data for EVO756 in atopic dermatitis (AD) in the third quarter of 2026. Screening has been initiated in a Phase 2b trial of EVO756 in migraine prophylaxis, and patient dosing is expected to commence imminently. For EVO301, Evommune recently reported positive Phase 2a proof-of-concept data in AD and plans to move the program into a robust Phase 2b AD trial. EVO756 is a first-in-class, potent and highly selective oral small molecule antagonist of Mas-related G protein-coupled receptor X2 (MRGPRX2), a receptor predominantly found on mast cells and peripheral sensory neurons. Evommune seeks to produce the first MRGPRX2-targeted oral treatment for chronic inflammatory diseases, including atopic dermatitis (AD) and migraine, as well as additional possible indication expansions. EVO301 is a long-acting injectable SAFA-IL-18BP fusion protein designed to neutralize aberrantly upregulated IL-18 activity. EVO301 facilitates more efficient tissue distribution and improved binding affinity and specificity relative to existing attempts to antagonize or inhibit the IL-18 pathway, including traditional mAbs. EVO301 incorporates several distinguishing design features, including selective and high binding affinity of native human IL-18BP and binding to serum albumin, smaller molecular weight, extended half-life for the neutralization of IL-18, and lower potential for immunogenicity. Evommune believes the distinct mechanism and modality of EVO301 complement those of EVO756, providing multiple, potentially synergistic avenues to bring innovative therapeutics to the large, underserved and rapidly expanding population of patients suffering from chronic inflammatory diseases.New Risk • Jun 29New 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 15% 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 Risk Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$176m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change).お知らせ • Jun 29Evommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value BenchmarkEvommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value BenchmarkRecent Insider Transactions Derivative • Jun 29Chief of Development Operations notifies of intention to sell stockJanice Drew intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of June. If the sale is conducted around the recent share price of US$21.36, it would amount to US$427k. Janice currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 29+ 4 more updatesEvommune, Inc.(NYSE:EVMN) dropped from Russell Microcap Value Benchmark IndexEvommune, Inc.(NYSE:EVMN) dropped from Russell Microcap Value Benchmark IndexRecent Insider Transactions Derivative • May 29Chief Financial Officer notifies of intention to sell stockKyle Carver intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of May. If the sale is conducted around the recent share price of US$23.34, it would amount to US$599k. Kyle now holds 8.04k shares directly in their own name. There has only been one transaction (US$17k purchase) from insiders over the last 12 months.Reported Earnings • May 11First quarter 2026 earnings released: US$0.64 loss per share (vs US$9.48 loss in 1Q 2025)First quarter 2026 results: US$0.64 loss per share. Net loss: US$21.7m (loss widened 49% from 1Q 2025). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US.お知らせ • Apr 22Evommune, Inc., Annual General Meeting, Jun 02, 2026Evommune, Inc., Annual General Meeting, Jun 02, 2026.お知らせ • Mar 06Evommune, Inc. announced that it has received $125.300499 million in fundingOn March 5, 2026, the Evommune, Inc. closed the transaction.お知らせ • Feb 13Evommune, Inc. announced that it expects to receive $125.300499 million in fundingEvommune, Inc. announces that it has entered into a securities purchase agreement with certain investors to issue 4,494,279 shares of its common stock at a price of $27.88 per share for gross proceeds of $125,300,498.52 on February 12, 2026. The private placement is expected to close on or about February 17, 2026, subject to the satisfaction of customary closing conditions.Seeking Alpha • Feb 11Evommune's EVO301 Phase 2a Data Drives 70% Stock SurgeSummary Evommune surged 70% after EVO301's Phase 2a data showed rapid, significant EASI reductions in moderate-to-severe atopic dermatitis. EVO301's multi-pathway IL-18 inhibition offers broad potential, but mechanistic complexity and early-stage risks warrant caution. I maintain a hold rating due to the early stage, possible safety/efficacy uncertainties, and the sharp recent stock appreciation. Upcoming Phase 2b with subcutaneous dosing is a key catalyst; a cash runway of 9–10 months supports near-term development. Read the full article on Seeking AlphaNew Risk • Feb 10New 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 25% 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 Less than 1 year of cash runway based on free cash flow trend (-US$78m free cash flow). Share price has been highly volatile over the past 3 months (25% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$135m net loss in 3 years).お知らせ • Feb 10Evommune, Inc. Announces Positive Top-line Data from Phase 2a Proof-of-Concept Trial of EVO301 in Moderate-to-Severe Atopic DermatitisEvommune, Inc. announced positive top-line results from its randomized, double-blind, placebo-controlled Phase 2a trial evaluating EVO301. This long-acting fusion protein consisting of an interleukin-18 (IL-18) binding protein and an anti-serum albumin Fab-associated domain, achieved highly statistically significant outcomes in adult patients with moderate-to-severe atopic dermatitis (AD). The 70-patient trial was designed to evaluate the safety and efficacy of intravenous dosing of 5mg/kg on day 1 and day 28 (n=48 active, n=22 placebo) over 12 weeks. The trial met its primary endpoint; a Bayesian success criterion related to the difference between active and placebo in the percent improvement in baseline in the Eczema Area and Severity Index (EASI). While the success criterion required at least 75% of the posterior distribution to be an improvement of at least 8% over placebo, the results of the study demonstrated 99.8% of the posterior distribution met that threshold. Furthermore, when analyzed by the more commonly used frequentist method, statistical significance was achieved at weeks 4, 8 and 12 at p<0.01. Additionally, 23% of patients treated with EVO301 (vs 0% placebo) achieved vIGA-AD 0/1 (percent of patients achieving a score of 0 or 1 on the validated Investigator’s Global Assessment for Atopic Dermatitis with = 2-point reduction from baseline) at week 12. Pharmacokinetics (“PK”) were consistent with the Phase 1 healthy volunteer trial; PK and target engagement data continue to support a Fourth Quarter week dosing regimen. EVO301 was well tolerated, with no related serious or severe adverse events reported, no treatment related discontinuations due to adverse events and no meaningful differences in events between the active and placebo groups. Robust reduction of both Th2 and non Th2 inflammatory biomarkers in AD including CCL-17 (TARC), CCL-22 and IL-22. Full results from the Phase 2a trial will be presented at a future scientific conference. The Company continues to advance planning for a Phase 2b dose-ranging trial in patients with AD, using a subcutaneous formulation of EVO301. The Company is also evaluating potential additional indications for EVO301, including ulcerative colitis.New Risk • Jan 08New 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$78m 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$78m free cash flow). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$180m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change).お知らせ • Nov 06Evommune, Inc. has completed an IPO in the amount of $150 million.Evommune, Inc. has completed an IPO in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,375,000 Price\Range: $16 Transaction Features: Reserved Share Offering; Sponsor Backed Offering株主還元EVMNUS BiotechsUS 市場7D1.9%0.02%0.6%1Yn/a36.1%19.5%株主還元を見る業界別リターン: EVMNがUS Biotechs業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: EVMN US市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is EVMN's price volatile compared to industry and market?EVMN volatilityEVMN Average Weekly Movement14.4%Biotechs Industry Average Movement10.4%Market Average Movement7.3%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.2%安定した株価: EVMNの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: EVMNの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト202048Luis Penawww.evommune.comEvommune, Inc.は、米国を拠点とする臨床段階のバイオテクノロジー企業です。同社は、慢性炎症性疾患の主要な原因因子に作用する治療法を開発しており、初期の臨床開発プログラムでは、慢性自発性蕁麻疹、アトピー性皮膚炎、および潰瘍性大腸炎に焦点を当てています。 同社の製品には、CSUおよびADの治療薬であるEVO756、ならびにADおよびUCの治療薬であるEVO301が含まれる。同社は2020年に設立され、カリフォルニア州パロアルトに本社を置いている。もっと見るEvommune, Inc. 基礎のまとめEvommune の収益と売上を時価総額と比較するとどうか。EVMN 基礎統計学時価総額US$486.61m収益（TTM）-US$75.99m売上高(TTM)US$10.00m47.6xP/Sレシオ-6.3xPER（株価収益率EVMN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計EVMN 損益計算書（TTM）収益US$10.00m売上原価US$0売上総利益US$10.00mその他の費用US$85.99m収益-US$75.99m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-2.11グロス・マージン100.00%純利益率-759.87%有利子負債／自己資本比率0%EVMN の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/07/10 01:47終値2026/07/10 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Evommune, 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。10 アナリスト機関Prakhar AgrawalCantor Fitzgerald & Co.Gavin Clark-GartnerEvercore ISIMitchell KapoorH.C. Wainwright & Co.7 その他のアナリストを表示
Recent Insider Transactions • Jul 09Independent Director recently bought US$133k worth of stockOn the 7th of July, Arthur Kirsch bought around 10k shares on-market at roughly US$13.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$150k more in shares than they have sold in the last 12 months.
ライブニュース • Jul 01Evommune Faces Investigation After Executives Sell Ahead of Failed Clinical Trial AnnouncementLevi & Korsinsky, LLP has begun an investigation into Evommune’s officers and directors after the CEO and CSO sold shares under Rule 10b5-1 plans shortly before disclosing that lead drug candidate EVO756 failed to meet the primary endpoint in a Phase 2b trial. This announcement was followed by an approximate 38% share price drop. The focus on insider stock sales ahead of negative clinical data raises potential securities law and governance concerns that could carry regulatory and reputational consequences for Evommune. Evommune shares trade around $13.29, with the stock down about 45.2% over the past week. This kind of legal scrutiny can add another layer of uncertainty on top of clinical risk. The key question is how any findings might affect Evommune’s leadership, costs and ability to fund future development work.
お知らせ • Jun 30Evommune Reports Top-Line Results From EVO756 Phase 2b Trial In Moderate-To-Severe Chronic Spontaneous UrticariaEvommune, Inc. announced top-line results from its randomized, double-blind, placebo controlled, dose-ranging Phase 2b trial evaluating the efficacy and safety of oral MRGPRX2 antagonist, EVO756, in adults with moderate-to-severe chronic spontaneous urticaria (CSU). The Phase 2b trial enrolled 160 moderate-to-severe antihistamine-refractory CSU patients in the United States, Europe, Canada and Japan. Participants received one of three active dose regimens or placebo. The study did not meet the primary endpoint of mean change in a patient’s Urticaria Activity Score over seven days (UAS7) at 12 weeks at any dose. EVO756 previously delivered positive Phase 2 data in chronic inducible urticaria and showed clear target engagement in the Phase 1 trial. Evommune is evaluating EVO756 in additional indications, and this Phase 2b trial confirmed safe and well tolerated doses that warrant these further studies. Evommune remains on track to report top-line Phase 2b data for EVO756 in atopic dermatitis (AD) in the third quarter of 2026. Screening has been initiated in a Phase 2b trial of EVO756 in migraine prophylaxis, and patient dosing is expected to commence imminently. For EVO301, Evommune recently reported positive Phase 2a proof-of-concept data in AD and plans to move the program into a robust Phase 2b AD trial. EVO756 is a first-in-class, potent and highly selective oral small molecule antagonist of Mas-related G protein-coupled receptor X2 (MRGPRX2), a receptor predominantly found on mast cells and peripheral sensory neurons. Evommune seeks to produce the first MRGPRX2-targeted oral treatment for chronic inflammatory diseases, including atopic dermatitis (AD) and migraine, as well as additional possible indication expansions. EVO301 is a long-acting injectable SAFA-IL-18BP fusion protein designed to neutralize aberrantly upregulated IL-18 activity. EVO301 facilitates more efficient tissue distribution and improved binding affinity and specificity relative to existing attempts to antagonize or inhibit the IL-18 pathway, including traditional mAbs. EVO301 incorporates several distinguishing design features, including selective and high binding affinity of native human IL-18BP and binding to serum albumin, smaller molecular weight, extended half-life for the neutralization of IL-18, and lower potential for immunogenicity. Evommune believes the distinct mechanism and modality of EVO301 complement those of EVO756, providing multiple, potentially synergistic avenues to bring innovative therapeutics to the large, underserved and rapidly expanding population of patients suffering from chronic inflammatory diseases.
New Risk • Jun 29New 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 15% 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 Risk Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$176m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change).
お知らせ • Jun 29Evommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value BenchmarkEvommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value Benchmark
Recent Insider Transactions Derivative • Jun 29Chief of Development Operations notifies of intention to sell stockJanice Drew intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of June. If the sale is conducted around the recent share price of US$21.36, it would amount to US$427k. Janice currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jul 09Independent Director recently bought US$133k worth of stockOn the 7th of July, Arthur Kirsch bought around 10k shares on-market at roughly US$13.30 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$150k more in shares than they have sold in the last 12 months.
ライブニュース • Jul 01Evommune Faces Investigation After Executives Sell Ahead of Failed Clinical Trial AnnouncementLevi & Korsinsky, LLP has begun an investigation into Evommune’s officers and directors after the CEO and CSO sold shares under Rule 10b5-1 plans shortly before disclosing that lead drug candidate EVO756 failed to meet the primary endpoint in a Phase 2b trial. This announcement was followed by an approximate 38% share price drop. The focus on insider stock sales ahead of negative clinical data raises potential securities law and governance concerns that could carry regulatory and reputational consequences for Evommune. Evommune shares trade around $13.29, with the stock down about 45.2% over the past week. This kind of legal scrutiny can add another layer of uncertainty on top of clinical risk. The key question is how any findings might affect Evommune’s leadership, costs and ability to fund future development work.
お知らせ • Jun 30Evommune Reports Top-Line Results From EVO756 Phase 2b Trial In Moderate-To-Severe Chronic Spontaneous UrticariaEvommune, Inc. announced top-line results from its randomized, double-blind, placebo controlled, dose-ranging Phase 2b trial evaluating the efficacy and safety of oral MRGPRX2 antagonist, EVO756, in adults with moderate-to-severe chronic spontaneous urticaria (CSU). The Phase 2b trial enrolled 160 moderate-to-severe antihistamine-refractory CSU patients in the United States, Europe, Canada and Japan. Participants received one of three active dose regimens or placebo. The study did not meet the primary endpoint of mean change in a patient’s Urticaria Activity Score over seven days (UAS7) at 12 weeks at any dose. EVO756 previously delivered positive Phase 2 data in chronic inducible urticaria and showed clear target engagement in the Phase 1 trial. Evommune is evaluating EVO756 in additional indications, and this Phase 2b trial confirmed safe and well tolerated doses that warrant these further studies. Evommune remains on track to report top-line Phase 2b data for EVO756 in atopic dermatitis (AD) in the third quarter of 2026. Screening has been initiated in a Phase 2b trial of EVO756 in migraine prophylaxis, and patient dosing is expected to commence imminently. For EVO301, Evommune recently reported positive Phase 2a proof-of-concept data in AD and plans to move the program into a robust Phase 2b AD trial. EVO756 is a first-in-class, potent and highly selective oral small molecule antagonist of Mas-related G protein-coupled receptor X2 (MRGPRX2), a receptor predominantly found on mast cells and peripheral sensory neurons. Evommune seeks to produce the first MRGPRX2-targeted oral treatment for chronic inflammatory diseases, including atopic dermatitis (AD) and migraine, as well as additional possible indication expansions. EVO301 is a long-acting injectable SAFA-IL-18BP fusion protein designed to neutralize aberrantly upregulated IL-18 activity. EVO301 facilitates more efficient tissue distribution and improved binding affinity and specificity relative to existing attempts to antagonize or inhibit the IL-18 pathway, including traditional mAbs. EVO301 incorporates several distinguishing design features, including selective and high binding affinity of native human IL-18BP and binding to serum albumin, smaller molecular weight, extended half-life for the neutralization of IL-18, and lower potential for immunogenicity. Evommune believes the distinct mechanism and modality of EVO301 complement those of EVO756, providing multiple, potentially synergistic avenues to bring innovative therapeutics to the large, underserved and rapidly expanding population of patients suffering from chronic inflammatory diseases.
New Risk • Jun 29New 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 15% 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 Risk Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$176m net loss in 3 years). Share price has been volatile over the past 3 months (15% average weekly change).
お知らせ • Jun 29Evommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value BenchmarkEvommune, Inc.(NYSE:EVMN) dropped from Russell 3000E Value Benchmark
Recent Insider Transactions Derivative • Jun 29Chief of Development Operations notifies of intention to sell stockJanice Drew intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of June. If the sale is conducted around the recent share price of US$21.36, it would amount to US$427k. Janice currently holds less than 1% of total shares outstanding. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 29+ 4 more updatesEvommune, Inc.(NYSE:EVMN) dropped from Russell Microcap Value Benchmark IndexEvommune, Inc.(NYSE:EVMN) dropped from Russell Microcap Value Benchmark Index
Recent Insider Transactions Derivative • May 29Chief Financial Officer notifies of intention to sell stockKyle Carver intends to sell 26k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of May. If the sale is conducted around the recent share price of US$23.34, it would amount to US$599k. Kyle now holds 8.04k shares directly in their own name. There has only been one transaction (US$17k purchase) from insiders over the last 12 months.
Reported Earnings • May 11First quarter 2026 earnings released: US$0.64 loss per share (vs US$9.48 loss in 1Q 2025)First quarter 2026 results: US$0.64 loss per share. Net loss: US$21.7m (loss widened 49% from 1Q 2025). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US.
お知らせ • Apr 22Evommune, Inc., Annual General Meeting, Jun 02, 2026Evommune, Inc., Annual General Meeting, Jun 02, 2026.
お知らせ • Mar 06Evommune, Inc. announced that it has received $125.300499 million in fundingOn March 5, 2026, the Evommune, Inc. closed the transaction.
お知らせ • Feb 13Evommune, Inc. announced that it expects to receive $125.300499 million in fundingEvommune, Inc. announces that it has entered into a securities purchase agreement with certain investors to issue 4,494,279 shares of its common stock at a price of $27.88 per share for gross proceeds of $125,300,498.52 on February 12, 2026. The private placement is expected to close on or about February 17, 2026, subject to the satisfaction of customary closing conditions.
Seeking Alpha • Feb 11Evommune's EVO301 Phase 2a Data Drives 70% Stock SurgeSummary Evommune surged 70% after EVO301's Phase 2a data showed rapid, significant EASI reductions in moderate-to-severe atopic dermatitis. EVO301's multi-pathway IL-18 inhibition offers broad potential, but mechanistic complexity and early-stage risks warrant caution. I maintain a hold rating due to the early stage, possible safety/efficacy uncertainties, and the sharp recent stock appreciation. Upcoming Phase 2b with subcutaneous dosing is a key catalyst; a cash runway of 9–10 months supports near-term development. Read the full article on Seeking Alpha
New Risk • Feb 10New 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 25% 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 Less than 1 year of cash runway based on free cash flow trend (-US$78m free cash flow). Share price has been highly volatile over the past 3 months (25% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$135m net loss in 3 years).
お知らせ • Feb 10Evommune, Inc. Announces Positive Top-line Data from Phase 2a Proof-of-Concept Trial of EVO301 in Moderate-to-Severe Atopic DermatitisEvommune, Inc. announced positive top-line results from its randomized, double-blind, placebo-controlled Phase 2a trial evaluating EVO301. This long-acting fusion protein consisting of an interleukin-18 (IL-18) binding protein and an anti-serum albumin Fab-associated domain, achieved highly statistically significant outcomes in adult patients with moderate-to-severe atopic dermatitis (AD). The 70-patient trial was designed to evaluate the safety and efficacy of intravenous dosing of 5mg/kg on day 1 and day 28 (n=48 active, n=22 placebo) over 12 weeks. The trial met its primary endpoint; a Bayesian success criterion related to the difference between active and placebo in the percent improvement in baseline in the Eczema Area and Severity Index (EASI). While the success criterion required at least 75% of the posterior distribution to be an improvement of at least 8% over placebo, the results of the study demonstrated 99.8% of the posterior distribution met that threshold. Furthermore, when analyzed by the more commonly used frequentist method, statistical significance was achieved at weeks 4, 8 and 12 at p<0.01. Additionally, 23% of patients treated with EVO301 (vs 0% placebo) achieved vIGA-AD 0/1 (percent of patients achieving a score of 0 or 1 on the validated Investigator’s Global Assessment for Atopic Dermatitis with = 2-point reduction from baseline) at week 12. Pharmacokinetics (“PK”) were consistent with the Phase 1 healthy volunteer trial; PK and target engagement data continue to support a Fourth Quarter week dosing regimen. EVO301 was well tolerated, with no related serious or severe adverse events reported, no treatment related discontinuations due to adverse events and no meaningful differences in events between the active and placebo groups. Robust reduction of both Th2 and non Th2 inflammatory biomarkers in AD including CCL-17 (TARC), CCL-22 and IL-22. Full results from the Phase 2a trial will be presented at a future scientific conference. The Company continues to advance planning for a Phase 2b dose-ranging trial in patients with AD, using a subcutaneous formulation of EVO301. The Company is also evaluating potential additional indications for EVO301, including ulcerative colitis.
New Risk • Jan 08New 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$78m 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$78m free cash flow). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$180m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change).
お知らせ • Nov 06Evommune, Inc. has completed an IPO in the amount of $150 million.Evommune, Inc. has completed an IPO in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,375,000 Price\Range: $16 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
