View Past PerformanceThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsCodiak BioSciences バランスシートの健全性財務の健全性 基準チェック /26Codiak BioSciencesの総株主資本は$38.9M 、総負債は$25.7Mで、負債比率は66%となります。総資産と総負債はそれぞれ$134.4Mと$95.5Mです。主要情報66.00%負債資本比率US$25.69m負債インタレスト・カバレッジ・レシオn/a現金US$51.76mエクイティUS$38.93m負債合計US$95.47m総資産US$134.40m財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • Nov 16High number of new directorsMember of Scientific Advisory Board Raghu Kalluri was the last director to join the board, commencing their role in 2022.Major Estimate Revision • Nov 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.06 to -US$1.68 per share. Revenue forecast steady at US$27.1m. Biotechs industry in the US expected to see average net income decline 80% next year. Consensus price target of US$5.80 unchanged from last update. Share price fell 16% to US$0.76 over the past week.分析記事 • Nov 08Brokers Are Upgrading Their Views On Codiak BioSciences, Inc. (NASDAQ:CDAK) With These New ForecastsCelebrations may be in order for Codiak BioSciences, Inc. ( NASDAQ:CDAK ) shareholders, with the analysts delivering a...Reported Earnings • Nov 05Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: US$0.77 loss per share (improved from US$0.97 loss in 3Q 2021). Revenue: US$522.0k (down 55% from 3Q 2021). Net loss: US$19.3m (loss narrowed 11% from 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is expected to decline by 74% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 15%.Seeking Alpha • Sep 12Codiak BioSciences drops 31% postmarket on proposed stock offeringCodiak BioSciences (NASDAQ:CDAK) stock dropped 31.1% postmarket on Monday after the firm announced an underwritten public offering of shares and warrants to buy shares. CDAK intends to grant underwriters a 30-day option to buy up to an additional 15% of the shares and warrants in the public offering at the public offering price. There can be no assurances as to whether or when the offering may be completed, or its actual size and terms.Price Target Changed • Sep 05Price target decreased to US$6.00Down from US$8.00, the current price target is an average from 3 analysts. New target price is 249% above last closing price of US$1.72. Stock is down 90% over the past year. The company is forecast to post a net loss per share of US$1.95 next year compared to a net loss per share of US$1.70 last year.Seeking Alpha • Aug 30Codiak cuts 37% of staff amid plans to reprioritize studiesCodiak BioSciences (NASDAQ:CDAK) announced a 37% reduction in its workforce Tuesday in response to plans to implement corporate restructuring and reprioritize clinical studies. “We are focused on positioning Codiak for success in the current capital markets environment, prioritizing engEx platform programs which we believe are well-positioned to generate compelling new clinical and preclinical data in the near term,” Chief Executive Douglas Williams noted. Accordingly, CDAK will drop plans to initiate Phase 2 trials of exoSTING and exoIL-12. Studies to advance a clinical candidate from its exoVACC pan betacoronavirus program, for which Coalition for Epidemic Preparedness Innovations has partnered with the company, will continue. Meanwhile, enrollment is underway in a Phase 1 trial for IV-administered exoASO-STAT6 in patients with advanced hepatocellular carcinoma, with data expected in H1 2023. In addition, the company looks to find strategic collaborations, including program-based partnerships As of June 30, CDAK reported ~$41.8M in cash, cash equivalents, and marketable securities compared to ~$76.9M at the end of 2021.Price Target Changed • Aug 06Price target decreased to US$8.00Down from US$11.33, the current price target is an average from 2 analysts. New target price is 235% above last closing price of US$2.39. Stock is down 89% over the past year. The company is forecast to post a net loss per share of US$2.08 next year compared to a net loss per share of US$1.70 last year.Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.30 loss per share (vs US$0.99 loss in 2Q 2021)Second quarter 2022 results: US$0.30 loss per share (up from US$0.99 loss in 2Q 2021). Revenue: US$13.1m (up US$12.3m from 2Q 2021). Net loss: US$6.78m (loss narrowed 69% from 2Q 2021). Over the next year, revenue is expected to shrink by 76% compared to a 46% growth forecast for the industry in the US.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Scientific Advisory Board Raghu Kalluri was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Scientific Advisory Board Raghu Kalluri was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • Jun 29Codiak begins dosing in early-stage trial for liver, gastric, colorectal cancersCodiak BioSciences (NASDAQ:CDAK) said it began dosing in a phase 1 trial of exoASO-STAT6 to treat patients with advanced hepatocellular carcinoma, patients with liver metastases from primary gastric cancer and colorectal cancer (CRC). The study is expected to enroll up to 30 patients across four groups at escalating dose levels. The trial data is expected in H1 2023. Codiak noted that exoASO-STAT6 is its third clinical program and the first to evaluate a systemically administered exosome-based drug candidate.Major Estimate Revision • May 12Consensus revenue estimates increase by 64%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from US$8.76m to US$14.3m. Forecast losses expected to reduce from -US$2.57 to -US$1.93 per share. Biotechs industry in the US expected to see average net income decline 44% next year. Consensus price target down from US$29.00 to US$26.67. Share price fell 26% to US$2.51 over the past week.Price Target Changed • May 07Price target decreased to US$26.67Down from US$29.00, the current price target is an average from 2 analysts. New target price is 823% above last closing price of US$2.89. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$1.58 next year compared to a net loss per share of US$1.70 last year.Reported Earnings • May 06First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: US$0.36 loss per share (up from US$0.51 loss in 1Q 2021). Revenue: US$12.7m (down 3.7% from 1Q 2021). Net loss: US$8.03m (loss narrowed 22% from 1Q 2021). Revenue exceeded analyst estimates by 102%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is expected to shrink by 67% compared to a 41% growth forecast for the industry in the US.Board Change • Mar 29High number of new directorsMember of Scientific Advisory Board & Consultant Benny Sorensen was the last director to join the board, commencing their role in 2021.Major Estimate Revision • Mar 17Consensus revenue estimates increase by 41%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from US$6.22m to US$8.76m. Forecast losses expected to reduce from -US$2.65 to -US$2.62 per share. Biotechs industry in the US expected to see average net income decline 42% next year. Consensus price target broadly unchanged at US$29.00. Share price rose 12% to US$5.22 over the past week.分析記事 • Mar 15Broker Revenue Forecasts For Codiak BioSciences, Inc. (NASDAQ:CDAK) Are Surging HigherShareholders in Codiak BioSciences, Inc. ( NASDAQ:CDAK ) may be thrilled to learn that the analysts have just delivered...Reported Earnings • Mar 11Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$1.71 loss per share (up from US$16.19 loss in FY 2020). Revenue: US$22.9m (up US$20.0m from FY 2020). Net loss: US$37.2m (loss narrowed 64% from FY 2020). Revenue exceeded analyst estimates by 37%. Earnings per share (EPS) missed analyst estimates by 50%. Over the next year, revenue is expected to shrink by 73% compared to a 60% growth forecast for the pharmaceuticals industry in the US.Price Target Changed • Feb 23Price target decreased to US$29.33Down from US$35.00, the current price target is an average from 2 analysts. New target price is 506% above last closing price of US$4.84. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$3.42 next year compared to a net loss per share of US$16.18 last year.Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.97 loss per share (vs US$12.83 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$1.16m (up 21% from 3Q 2020). Net loss: US$21.7m (loss narrowed 44% from 3Q 2020).Price Target Changed • Oct 29Price target increased to US$39.50Up from US$35.00, the current price target is an average from 3 analysts. New target price is 184% above last closing price of US$13.90. Stock is up 57% over the past year. The company is forecast to post a net loss per share of US$3.43 next year compared to a net loss per share of US$16.18 last year.分析記事 • Aug 09Codiak BioSciences, Inc. (NASDAQ:CDAK) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?The investors in Codiak BioSciences, Inc. 's ( NASDAQ:CDAK ) will be rubbing their hands together with glee today...Reported Earnings • Aug 08Second quarter 2021 earnings released: US$0.99 loss per share (vs US$6.44 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$890.0k (up 376% from 2Q 2020). Net loss: US$21.8m (loss widened 13% from 2Q 2020).Board Change • Aug 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Scientific Advisory Board & Consultant Benny Sorensen 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.Recent Insider Transactions Derivative • Jun 10Insider notifies of intention to sell stockBenny Sorensen intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of June. If the sale is conducted around the recent share price of US$24.28, it would amount to US$519k. As of today, Benny currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • May 09First quarter 2021 earnings released: US$0.51 loss per share (vs US$7.54 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: US$13.2m (up US$13.0m from 1Q 2020). Net loss: US$10.3m (loss narrowed 54% from 1Q 2020).Major Estimate Revision • Mar 24Consensus EPS estimates fall to -US$4.00The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$4.07m to US$3.79m. Losses expected to increase from -US$2.97 to -US$4.00. Biotechs industry in the US expected to see average net income growth of 4.2% next year. Consensus price target up from US$35.00 to US$36.67. Share price fell 3.4% to US$16.64 over the past week.Reported Earnings • Mar 19Full year 2020 earnings released: US$16.19 loss per share (vs US$30.66 loss in FY 2019)Full year 2020 results: Net loss: US$102.5m (loss widened 12% from FY 2019).お知らせ • Mar 10Codiak BioSciences, Inc. Announces Resignation of Ajay Verma as Executive Vice President, Research and Experimental MedicineOn March 5, 2021, Ajay Verma, M.D., Ph.D., the Executive Vice President, Research and Experimental Medicine of Codiak BioSciences, Inc., separated from the company, effective as of March 5, 2021.Executive Departure • Mar 09Executive Vice President of Research & Experimental Medicine Ajay Verma has left the companyOn the 5th of March, Ajay Verma's tenure as Executive Vice President of Research & Experimental Medicine ended after 1.6 years in the role. We don't have any record of a personal shareholding under Ajay's name. A total of 2 executives have left over the last 12 months.Is New 90 Day High Low • Mar 06New 90-day low: US$15.14The company is down 13% from its price of US$17.45 on 04 December 2020. The American market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Biotechs industry, which is down 1.0% over the same period.分析記事 • Feb 18Insider Buying: The Codiak BioSciences, Inc. (NASDAQ:CDAK) Independent Director Just Bought US$100k Worth Of SharesEven if it's not a huge purchase, we think it was good to see that Briggs Morrison, the Independent Director of Codiak...お知らせ • Feb 13Codiak BioSciences, Inc. has completed a Follow-on Equity Offering in the amount of $57.75 million.Codiak BioSciences, Inc. has completed a Follow-on Equity Offering in the amount of $57.75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,750,000 Price\Range: $21お知らせ • Feb 05Codiak Reports Additional Positive Phase 1 Results for exoIL-12™ Confirming Local Pharmacology and Dose Selection for Safety and Efficacy Trial in Early-Stage Cutaneous T Cell Lymphoma (CTCL) PatientsCodiak BioSciences, Inc. announced pharmacodynamic (PD) activity results from the healthy volunteer portion of its randomized, placebo-controlled, double-blind Phase 1 trial of the company's clinical candidate, exoIL-12. Analyses of skin punch biopsies bordering the subcutaneous injection site of exoIL-12 revealed local retention of immunologically detectable IL-12 at the injection site, and localized pharmacological activity as measured by levels of the T cell attractant chemokine, IP-10, in the skin. IL-12 was not detected in plasma at any dose of exoIL-12 tested and plasma IP-10 was only detectable at the highest, 12 μg dose. Results confirmed the desired localization and retention of IL-12 at the injection site for at least 24 hours, as well as prolonged IP-10 production for 8-15 days depending upon dose.お知らせ • Jan 28Codiak BioSciences, Inc. Announces Resignation of Eric S. Lander from the Board, as a Class II Director, and All CommitteesOn January 20, 2021, Eric S. Lander, Ph.D., a member of the Board of Directors of Codiak BioSciences, Inc., resigned from the Board, as a Class II director, and all committees thereof, effective January 25, 2021. Dr. Lander's resignation is due to his appointment to a role in the Biden-Harris Administration.お知らせ • Jan 24Codiak’s Versatile engEx™ Platform for Engineered Exosomes Published in the Journal Molecular TherapyCodiak BioSciences, Inc. announced the advance online publication of a new manuscript. The paper, entitled versatile platform for generating engineered extracellular vesicles with defined therapeutic properties by Dooley et al, will appear in an upcoming print issue of Molecular Therapy, the journal of the American Society of Gene and Cell Therapy. The publication describes the identification and characterization of two novel exosome-associated proteins, PTGFRN and BASP1, that enable Codiaks proprietary engEx Platform and facilitate precise design and engineering of exosomes for potential therapeutic purposes. PTGFRN and BASP1 are highly abundant, naturally-occurring proteins that, through Codiak's research, have been found to enable high-density exosome surface display and luminal loading of a wide range of macromolecules that can be directed to specific target cells of interest. In preclinical models, the use of PTGFRN and BASP1 to display biologically active molecules on the surface of or inside exosomes, respectively, resulted in uniform incorporation and increased potency, suggesting the potential utility of these engineered exosomes in a wide variety of therapeutic settings. These two proteins can also be used in combination, which further broadens the utility and modular approach to designing engineered exosomes for targeted delivery of numerous drug payloads to specific cells.分析記事 • Jan 14What Percentage Of Codiak BioSciences, Inc. (NASDAQ:CDAK) Shares Do Insiders Own?A look at the shareholders of Codiak BioSciences, Inc. ( NASDAQ:CDAK ) can tell us which group is most powerful. Large...お知らせ • Dec 31Codiak BioSciences, Inc. Reports Positive Initial Phase 1 Results for Exoil-12 ™ Demonstrating Tolerability and Absence of Systemic Il-12 Exposure in Healthy VolunteersCodiak BioSciences, Inc. announced that the primary objectives were met in the initial part of its Phase 1 trial, which evaluated a single ascending dose of exoIL-12 in healthy volunteers. In this randomized, placebo controlled, double-blind study, exoIL-12 demonstrated a favorable safety and tolerability profile, with no local or systemic treatment-related adverse events and no detectable systemic exposure of IL-12. exoIL-12 is the first engineered exosome therapeutic candidate to be evaluated in humans and one of two Codiak programs currently in clinical development. exoIL-12 was engineered using the company’s proprietary engEx ™ Platform and designed to display functional IL-12 on the exosome surface using the exosomal protein, PTGFRN, as a scaffold, the capability of which was identified by Codiak scientists. IL-12 is a potent anti-tumor cytokine, but prior clinical development conducted by others1 of recombinant IL-12 (rIL-12)-based therapies has generally been hindered by significant safety and tolerability concerns. To overcome these limitations, exoIL-12 was designed to facilitate dose control of IL-12 and limit systemic exposure and associated toxicity by localizing IL-12 in the tumor microenvironment (TME) in order to potentially expand the therapeutic index. A total of five cohorts each with five subjects, randomized 3:2 active drug to placebo, were enrolled and dosed in the first part of the Phase 1 study. Each cohort received a subcutaneously administered single ascending dose of exoIL-12: 0.3 µg, 1.0 µg, 3.0 µg, 6.0 µg or 12.0 µg, respectively. No treatment-related adverse events were observed throughout 10 days of follow-up. In particular, no chills, fever, fatigue, dizziness, myalgia, headache or back pain were reported. These symptoms have been observed in previous clinical studies of subcutaneously administered rIL-12 at comparable doses (ranging from 2 to 12 µg)1 to those used in Codiak’s study of exoIL-12. Plasma pharmacokinetic (PK) measurements of subjects that received exoIL-12 showed no systemic exposure with levels of IL-12 below the limit of quantification. In contrast, previous rIL-12 clinical studies showed dose-dependent systemic exposure with dosages of 5 and 12 µg resulting in Cmax plasma levels of approximately 15 to 45 pg/ml within 6 to 12 hours after dosing. Codiak’s analyses of pharmacodynamic (PD) data from the healthy volunteer portion of the exoIL-12 trial, including skin IL-12 levels and IL-12 signaling from skin punch biopsies collected before and at 24 hours, Day 8 and Day 15 after subcutaneous administration around the injection site, are ongoing and are expected to be available in early First Quarter 2021. The company intends to use these results to identify an optimal pharmacological dose to carry forward into the second part of the trial, which is on track to begin in First Quarter 2021 and will evaluate repeat dosing of exoIL-12 in patients with early-stage cutaneous T cell lymphoma (CTCL).お知らせ • Nov 11Codiak BioSciences, Inc. Presents Preclinical Data at SITC 2020 Demonstrating Potential of engEx™ Engineered Exosomes to Stimulate Targeted, Integrated Anti-Tumor ImmunityCodiak BioSciences, Inc. announced that preclinical data from programs using its engEx™ Platform are being presented this week at the 35th Annual Meeting of the Society for Immunotherapy of Cancer (SITC). Results from multiple studies highlight the potential of Codiak’s precision engineered exosomes to direct pharmacological payloads to specific cells and to achieve enhanced immune mediated anti-tumor activity with an expanded safety margin. Exosomes are naturally occurring, extracellular vesicles that have evolved as an intercellular messenger system to protect and deliver functional macromolecules between cells. Utilizing its engEx Platform, Codiak can engineer exosomes with distinct properties, load them with various types of therapeutic molecules and alter tropism so they reach specific cellular targets. Codiak is developing exosome therapeutic candidates to target multiple pathways throughout the body to treat various forms of cancer, neurological diseases, and infectious diseases. The company initiated clinical trials in September 2020 for two engineered exosome candidates, exoIL-12 and exoSTING™, for the treatment of lymphoid and solid tumors. Tumor-Retained Pharmacology and Superior In Vivo Efficacy of exoIL-12 Widens the Therapeutic Window exoIL-12 is a novel exosome therapeutic candidate engineered to display active IL-12 on the surface of the exosome. exoIL-12 facilitates potent local pharmacology at the injection site with precisely quantified doses with minimal systemic exposure. The current studies extend observations from previous presentations demonstrating tumor retention and increased tumor growth inhibition across multiple mouse models. Additionally, these data demonstrate significant remodeling of the tumor microenvironment and confirm tissue-retained pharmacology in non-human primate models, thereby widening the therapeutic window for this potent cytokine. Highlights from the data presented at SITC 2020 include: exoIL-12 showed 15-fold improved retention at the injection site and demonstrated four-fold prolonged and improved interferon gamma (IFN?) production as compared to recombinant IL-12 (rIL-12). exoIL-12 was 100 fold more potent in tumor growth inhibition than rIL-12. Complete responses were observed in 63% of mice treated with exoIL-12 compared to 0% in mice treated with an equivalent dose of rIL-12. exoIL-12 showed dramatic change in the tumor microenvironment as evidenced by ~8-fold increase in cytotoxic T-cell infiltration and ~150-fold increase in M1 macrophage recruitment. In the non-human primates, exoIL-12 demonstrated tissue-localized pharmacology, local induction of IFNg, and lack of systemic exposure. Engineered Exosomes Allow for Targeting of Multiple Immune Cell Types.財務状況分析短期負債: CDAK.Qの 短期資産 ( $61.2M ) が 短期負債 ( $14.5M ) を超えています。長期負債: CDAK.Qの短期資産 ( $61.2M ) は 長期負債 ( $81.0M ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: CDAK.Q総負債よりも多くの現金を保有しています。負債の削減: CDAK.Qの負債対資本比率が過去 5 年間で減少したかどうかを判断するにはデータが不十分です。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: 現在のフリーキャッシュフローに基づいて、 CDAK.Qに十分なキャッシュランウェイがあるかどうかを判断するにはデータが不十分です。キャッシュランウェイの予測: CDAK.Qの フリー キャッシュ フロー が過去のレートに基づいて増加または減少し続ける場合、十分な キャッシュ ランウェイ があるかどうかを判断するためのデータが不十分です。健全な企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の健全な企業。View Dividend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2023/07/11 12:46終値2023/07/06 00:00収益2022/09/30年間収益2021/12/31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Codiak BioSciences, Inc. 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。4 アナリスト機関Maneka MirchandaneyEvercore ISIGraig SuvannavejhGoldman SachsDavid NierengartenWedbush Securities Inc.1 その他のアナリストを表示
Board Change • Nov 16High number of new directorsMember of Scientific Advisory Board Raghu Kalluri was the last director to join the board, commencing their role in 2022.
Major Estimate Revision • Nov 10Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.06 to -US$1.68 per share. Revenue forecast steady at US$27.1m. Biotechs industry in the US expected to see average net income decline 80% next year. Consensus price target of US$5.80 unchanged from last update. Share price fell 16% to US$0.76 over the past week.
分析記事 • Nov 08Brokers Are Upgrading Their Views On Codiak BioSciences, Inc. (NASDAQ:CDAK) With These New ForecastsCelebrations may be in order for Codiak BioSciences, Inc. ( NASDAQ:CDAK ) shareholders, with the analysts delivering a...
Reported Earnings • Nov 05Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: US$0.77 loss per share (improved from US$0.97 loss in 3Q 2021). Revenue: US$522.0k (down 55% from 3Q 2021). Net loss: US$19.3m (loss narrowed 11% from 3Q 2021). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 3.8%. Revenue is expected to decline by 74% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 15%.
Seeking Alpha • Sep 12Codiak BioSciences drops 31% postmarket on proposed stock offeringCodiak BioSciences (NASDAQ:CDAK) stock dropped 31.1% postmarket on Monday after the firm announced an underwritten public offering of shares and warrants to buy shares. CDAK intends to grant underwriters a 30-day option to buy up to an additional 15% of the shares and warrants in the public offering at the public offering price. There can be no assurances as to whether or when the offering may be completed, or its actual size and terms.
Price Target Changed • Sep 05Price target decreased to US$6.00Down from US$8.00, the current price target is an average from 3 analysts. New target price is 249% above last closing price of US$1.72. Stock is down 90% over the past year. The company is forecast to post a net loss per share of US$1.95 next year compared to a net loss per share of US$1.70 last year.
Seeking Alpha • Aug 30Codiak cuts 37% of staff amid plans to reprioritize studiesCodiak BioSciences (NASDAQ:CDAK) announced a 37% reduction in its workforce Tuesday in response to plans to implement corporate restructuring and reprioritize clinical studies. “We are focused on positioning Codiak for success in the current capital markets environment, prioritizing engEx platform programs which we believe are well-positioned to generate compelling new clinical and preclinical data in the near term,” Chief Executive Douglas Williams noted. Accordingly, CDAK will drop plans to initiate Phase 2 trials of exoSTING and exoIL-12. Studies to advance a clinical candidate from its exoVACC pan betacoronavirus program, for which Coalition for Epidemic Preparedness Innovations has partnered with the company, will continue. Meanwhile, enrollment is underway in a Phase 1 trial for IV-administered exoASO-STAT6 in patients with advanced hepatocellular carcinoma, with data expected in H1 2023. In addition, the company looks to find strategic collaborations, including program-based partnerships As of June 30, CDAK reported ~$41.8M in cash, cash equivalents, and marketable securities compared to ~$76.9M at the end of 2021.
Price Target Changed • Aug 06Price target decreased to US$8.00Down from US$11.33, the current price target is an average from 2 analysts. New target price is 235% above last closing price of US$2.39. Stock is down 89% over the past year. The company is forecast to post a net loss per share of US$2.08 next year compared to a net loss per share of US$1.70 last year.
Reported Earnings • Aug 05Second quarter 2022 earnings released: US$0.30 loss per share (vs US$0.99 loss in 2Q 2021)Second quarter 2022 results: US$0.30 loss per share (up from US$0.99 loss in 2Q 2021). Revenue: US$13.1m (up US$12.3m from 2Q 2021). Net loss: US$6.78m (loss narrowed 69% from 2Q 2021). Over the next year, revenue is expected to shrink by 76% compared to a 46% growth forecast for the industry in the US.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Scientific Advisory Board Raghu Kalluri was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Scientific Advisory Board Raghu Kalluri was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • Jun 29Codiak begins dosing in early-stage trial for liver, gastric, colorectal cancersCodiak BioSciences (NASDAQ:CDAK) said it began dosing in a phase 1 trial of exoASO-STAT6 to treat patients with advanced hepatocellular carcinoma, patients with liver metastases from primary gastric cancer and colorectal cancer (CRC). The study is expected to enroll up to 30 patients across four groups at escalating dose levels. The trial data is expected in H1 2023. Codiak noted that exoASO-STAT6 is its third clinical program and the first to evaluate a systemically administered exosome-based drug candidate.
Major Estimate Revision • May 12Consensus revenue estimates increase by 64%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from US$8.76m to US$14.3m. Forecast losses expected to reduce from -US$2.57 to -US$1.93 per share. Biotechs industry in the US expected to see average net income decline 44% next year. Consensus price target down from US$29.00 to US$26.67. Share price fell 26% to US$2.51 over the past week.
Price Target Changed • May 07Price target decreased to US$26.67Down from US$29.00, the current price target is an average from 2 analysts. New target price is 823% above last closing price of US$2.89. Stock is down 84% over the past year. The company is forecast to post a net loss per share of US$1.58 next year compared to a net loss per share of US$1.70 last year.
Reported Earnings • May 06First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: US$0.36 loss per share (up from US$0.51 loss in 1Q 2021). Revenue: US$12.7m (down 3.7% from 1Q 2021). Net loss: US$8.03m (loss narrowed 22% from 1Q 2021). Revenue exceeded analyst estimates by 102%. Earnings per share (EPS) also surpassed analyst estimates by 55%. Over the next year, revenue is expected to shrink by 67% compared to a 41% growth forecast for the industry in the US.
Board Change • Mar 29High number of new directorsMember of Scientific Advisory Board & Consultant Benny Sorensen was the last director to join the board, commencing their role in 2021.
Major Estimate Revision • Mar 17Consensus revenue estimates increase by 41%The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from US$6.22m to US$8.76m. Forecast losses expected to reduce from -US$2.65 to -US$2.62 per share. Biotechs industry in the US expected to see average net income decline 42% next year. Consensus price target broadly unchanged at US$29.00. Share price rose 12% to US$5.22 over the past week.
分析記事 • Mar 15Broker Revenue Forecasts For Codiak BioSciences, Inc. (NASDAQ:CDAK) Are Surging HigherShareholders in Codiak BioSciences, Inc. ( NASDAQ:CDAK ) may be thrilled to learn that the analysts have just delivered...
Reported Earnings • Mar 11Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$1.71 loss per share (up from US$16.19 loss in FY 2020). Revenue: US$22.9m (up US$20.0m from FY 2020). Net loss: US$37.2m (loss narrowed 64% from FY 2020). Revenue exceeded analyst estimates by 37%. Earnings per share (EPS) missed analyst estimates by 50%. Over the next year, revenue is expected to shrink by 73% compared to a 60% growth forecast for the pharmaceuticals industry in the US.
Price Target Changed • Feb 23Price target decreased to US$29.33Down from US$35.00, the current price target is an average from 2 analysts. New target price is 506% above last closing price of US$4.84. Stock is down 73% over the past year. The company is forecast to post a net loss per share of US$3.42 next year compared to a net loss per share of US$16.18 last year.
Reported Earnings • Nov 06Third quarter 2021 earnings released: US$0.97 loss per share (vs US$12.83 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$1.16m (up 21% from 3Q 2020). Net loss: US$21.7m (loss narrowed 44% from 3Q 2020).
Price Target Changed • Oct 29Price target increased to US$39.50Up from US$35.00, the current price target is an average from 3 analysts. New target price is 184% above last closing price of US$13.90. Stock is up 57% over the past year. The company is forecast to post a net loss per share of US$3.43 next year compared to a net loss per share of US$16.18 last year.
分析記事 • Aug 09Codiak BioSciences, Inc. (NASDAQ:CDAK) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?The investors in Codiak BioSciences, Inc. 's ( NASDAQ:CDAK ) will be rubbing their hands together with glee today...
Reported Earnings • Aug 08Second quarter 2021 earnings released: US$0.99 loss per share (vs US$6.44 loss in 2Q 2020)The company reported a solid second quarter result with improved revenues and control over costs, although losses increased. Second quarter 2021 results: Revenue: US$890.0k (up 376% from 2Q 2020). Net loss: US$21.8m (loss widened 13% from 2Q 2020).
Board Change • Aug 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of Scientific Advisory Board & Consultant Benny Sorensen 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.
Recent Insider Transactions Derivative • Jun 10Insider notifies of intention to sell stockBenny Sorensen intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of June. If the sale is conducted around the recent share price of US$24.28, it would amount to US$519k. As of today, Benny currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • May 09First quarter 2021 earnings released: US$0.51 loss per share (vs US$7.54 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: US$13.2m (up US$13.0m from 1Q 2020). Net loss: US$10.3m (loss narrowed 54% from 1Q 2020).
Major Estimate Revision • Mar 24Consensus EPS estimates fall to -US$4.00The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from US$4.07m to US$3.79m. Losses expected to increase from -US$2.97 to -US$4.00. Biotechs industry in the US expected to see average net income growth of 4.2% next year. Consensus price target up from US$35.00 to US$36.67. Share price fell 3.4% to US$16.64 over the past week.
Reported Earnings • Mar 19Full year 2020 earnings released: US$16.19 loss per share (vs US$30.66 loss in FY 2019)Full year 2020 results: Net loss: US$102.5m (loss widened 12% from FY 2019).
お知らせ • Mar 10Codiak BioSciences, Inc. Announces Resignation of Ajay Verma as Executive Vice President, Research and Experimental MedicineOn March 5, 2021, Ajay Verma, M.D., Ph.D., the Executive Vice President, Research and Experimental Medicine of Codiak BioSciences, Inc., separated from the company, effective as of March 5, 2021.
Executive Departure • Mar 09Executive Vice President of Research & Experimental Medicine Ajay Verma has left the companyOn the 5th of March, Ajay Verma's tenure as Executive Vice President of Research & Experimental Medicine ended after 1.6 years in the role. We don't have any record of a personal shareholding under Ajay's name. A total of 2 executives have left over the last 12 months.
Is New 90 Day High Low • Mar 06New 90-day low: US$15.14The company is down 13% from its price of US$17.45 on 04 December 2020. The American market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Biotechs industry, which is down 1.0% over the same period.
分析記事 • Feb 18Insider Buying: The Codiak BioSciences, Inc. (NASDAQ:CDAK) Independent Director Just Bought US$100k Worth Of SharesEven if it's not a huge purchase, we think it was good to see that Briggs Morrison, the Independent Director of Codiak...
お知らせ • Feb 13Codiak BioSciences, Inc. has completed a Follow-on Equity Offering in the amount of $57.75 million.Codiak BioSciences, Inc. has completed a Follow-on Equity Offering in the amount of $57.75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,750,000 Price\Range: $21
お知らせ • Feb 05Codiak Reports Additional Positive Phase 1 Results for exoIL-12™ Confirming Local Pharmacology and Dose Selection for Safety and Efficacy Trial in Early-Stage Cutaneous T Cell Lymphoma (CTCL) PatientsCodiak BioSciences, Inc. announced pharmacodynamic (PD) activity results from the healthy volunteer portion of its randomized, placebo-controlled, double-blind Phase 1 trial of the company's clinical candidate, exoIL-12. Analyses of skin punch biopsies bordering the subcutaneous injection site of exoIL-12 revealed local retention of immunologically detectable IL-12 at the injection site, and localized pharmacological activity as measured by levels of the T cell attractant chemokine, IP-10, in the skin. IL-12 was not detected in plasma at any dose of exoIL-12 tested and plasma IP-10 was only detectable at the highest, 12 μg dose. Results confirmed the desired localization and retention of IL-12 at the injection site for at least 24 hours, as well as prolonged IP-10 production for 8-15 days depending upon dose.
お知らせ • Jan 28Codiak BioSciences, Inc. Announces Resignation of Eric S. Lander from the Board, as a Class II Director, and All CommitteesOn January 20, 2021, Eric S. Lander, Ph.D., a member of the Board of Directors of Codiak BioSciences, Inc., resigned from the Board, as a Class II director, and all committees thereof, effective January 25, 2021. Dr. Lander's resignation is due to his appointment to a role in the Biden-Harris Administration.
お知らせ • Jan 24Codiak’s Versatile engEx™ Platform for Engineered Exosomes Published in the Journal Molecular TherapyCodiak BioSciences, Inc. announced the advance online publication of a new manuscript. The paper, entitled versatile platform for generating engineered extracellular vesicles with defined therapeutic properties by Dooley et al, will appear in an upcoming print issue of Molecular Therapy, the journal of the American Society of Gene and Cell Therapy. The publication describes the identification and characterization of two novel exosome-associated proteins, PTGFRN and BASP1, that enable Codiaks proprietary engEx Platform and facilitate precise design and engineering of exosomes for potential therapeutic purposes. PTGFRN and BASP1 are highly abundant, naturally-occurring proteins that, through Codiak's research, have been found to enable high-density exosome surface display and luminal loading of a wide range of macromolecules that can be directed to specific target cells of interest. In preclinical models, the use of PTGFRN and BASP1 to display biologically active molecules on the surface of or inside exosomes, respectively, resulted in uniform incorporation and increased potency, suggesting the potential utility of these engineered exosomes in a wide variety of therapeutic settings. These two proteins can also be used in combination, which further broadens the utility and modular approach to designing engineered exosomes for targeted delivery of numerous drug payloads to specific cells.
分析記事 • Jan 14What Percentage Of Codiak BioSciences, Inc. (NASDAQ:CDAK) Shares Do Insiders Own?A look at the shareholders of Codiak BioSciences, Inc. ( NASDAQ:CDAK ) can tell us which group is most powerful. Large...
お知らせ • Dec 31Codiak BioSciences, Inc. Reports Positive Initial Phase 1 Results for Exoil-12 ™ Demonstrating Tolerability and Absence of Systemic Il-12 Exposure in Healthy VolunteersCodiak BioSciences, Inc. announced that the primary objectives were met in the initial part of its Phase 1 trial, which evaluated a single ascending dose of exoIL-12 in healthy volunteers. In this randomized, placebo controlled, double-blind study, exoIL-12 demonstrated a favorable safety and tolerability profile, with no local or systemic treatment-related adverse events and no detectable systemic exposure of IL-12. exoIL-12 is the first engineered exosome therapeutic candidate to be evaluated in humans and one of two Codiak programs currently in clinical development. exoIL-12 was engineered using the company’s proprietary engEx ™ Platform and designed to display functional IL-12 on the exosome surface using the exosomal protein, PTGFRN, as a scaffold, the capability of which was identified by Codiak scientists. IL-12 is a potent anti-tumor cytokine, but prior clinical development conducted by others1 of recombinant IL-12 (rIL-12)-based therapies has generally been hindered by significant safety and tolerability concerns. To overcome these limitations, exoIL-12 was designed to facilitate dose control of IL-12 and limit systemic exposure and associated toxicity by localizing IL-12 in the tumor microenvironment (TME) in order to potentially expand the therapeutic index. A total of five cohorts each with five subjects, randomized 3:2 active drug to placebo, were enrolled and dosed in the first part of the Phase 1 study. Each cohort received a subcutaneously administered single ascending dose of exoIL-12: 0.3 µg, 1.0 µg, 3.0 µg, 6.0 µg or 12.0 µg, respectively. No treatment-related adverse events were observed throughout 10 days of follow-up. In particular, no chills, fever, fatigue, dizziness, myalgia, headache or back pain were reported. These symptoms have been observed in previous clinical studies of subcutaneously administered rIL-12 at comparable doses (ranging from 2 to 12 µg)1 to those used in Codiak’s study of exoIL-12. Plasma pharmacokinetic (PK) measurements of subjects that received exoIL-12 showed no systemic exposure with levels of IL-12 below the limit of quantification. In contrast, previous rIL-12 clinical studies showed dose-dependent systemic exposure with dosages of 5 and 12 µg resulting in Cmax plasma levels of approximately 15 to 45 pg/ml within 6 to 12 hours after dosing. Codiak’s analyses of pharmacodynamic (PD) data from the healthy volunteer portion of the exoIL-12 trial, including skin IL-12 levels and IL-12 signaling from skin punch biopsies collected before and at 24 hours, Day 8 and Day 15 after subcutaneous administration around the injection site, are ongoing and are expected to be available in early First Quarter 2021. The company intends to use these results to identify an optimal pharmacological dose to carry forward into the second part of the trial, which is on track to begin in First Quarter 2021 and will evaluate repeat dosing of exoIL-12 in patients with early-stage cutaneous T cell lymphoma (CTCL).
お知らせ • Nov 11Codiak BioSciences, Inc. Presents Preclinical Data at SITC 2020 Demonstrating Potential of engEx™ Engineered Exosomes to Stimulate Targeted, Integrated Anti-Tumor ImmunityCodiak BioSciences, Inc. announced that preclinical data from programs using its engEx™ Platform are being presented this week at the 35th Annual Meeting of the Society for Immunotherapy of Cancer (SITC). Results from multiple studies highlight the potential of Codiak’s precision engineered exosomes to direct pharmacological payloads to specific cells and to achieve enhanced immune mediated anti-tumor activity with an expanded safety margin. Exosomes are naturally occurring, extracellular vesicles that have evolved as an intercellular messenger system to protect and deliver functional macromolecules between cells. Utilizing its engEx Platform, Codiak can engineer exosomes with distinct properties, load them with various types of therapeutic molecules and alter tropism so they reach specific cellular targets. Codiak is developing exosome therapeutic candidates to target multiple pathways throughout the body to treat various forms of cancer, neurological diseases, and infectious diseases. The company initiated clinical trials in September 2020 for two engineered exosome candidates, exoIL-12 and exoSTING™, for the treatment of lymphoid and solid tumors. Tumor-Retained Pharmacology and Superior In Vivo Efficacy of exoIL-12 Widens the Therapeutic Window exoIL-12 is a novel exosome therapeutic candidate engineered to display active IL-12 on the surface of the exosome. exoIL-12 facilitates potent local pharmacology at the injection site with precisely quantified doses with minimal systemic exposure. The current studies extend observations from previous presentations demonstrating tumor retention and increased tumor growth inhibition across multiple mouse models. Additionally, these data demonstrate significant remodeling of the tumor microenvironment and confirm tissue-retained pharmacology in non-human primate models, thereby widening the therapeutic window for this potent cytokine. Highlights from the data presented at SITC 2020 include: exoIL-12 showed 15-fold improved retention at the injection site and demonstrated four-fold prolonged and improved interferon gamma (IFN?) production as compared to recombinant IL-12 (rIL-12). exoIL-12 was 100 fold more potent in tumor growth inhibition than rIL-12. Complete responses were observed in 63% of mice treated with exoIL-12 compared to 0% in mice treated with an equivalent dose of rIL-12. exoIL-12 showed dramatic change in the tumor microenvironment as evidenced by ~8-fold increase in cytotoxic T-cell infiltration and ~150-fold increase in M1 macrophage recruitment. In the non-human primates, exoIL-12 demonstrated tissue-localized pharmacology, local induction of IFNg, and lack of systemic exposure. Engineered Exosomes Allow for Targeting of Multiple Immune Cell Types.