View ValuationMacroGenics 향후 성장Future 기준 점검 1/6MacroGenics 의 수익은 연간 12.8% 감소할 것으로 예상되는 반면, 연간 수익은 8.8% 로 증가할 것으로 예상됩니다. EPS는 연간 8.3% 만큼 쇠퇴할 것으로 예상됩니다.핵심 정보-12.8%이익 성장률-8.29%EPS 성장률Biotechs 이익 성장23.7%매출 성장률8.8%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트27 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Jul 24MacroGenics, Inc. Provides Clinical Update on Ongoing Phase 1 Study for MGC026MacroGenics, Inc. provided an update on the ongoing Phase 1 study evaluating MGC026, a novel B7-H3-directed antibody-drug conjugate (ADC), incorporating a topoisomerase I inhibitor-based linker-payload, in patients with advanced solid tumors. MacroGenics plans to present dose escalation and preliminary tumor-specific cohort results at the European Society for Medical Oncology (ESMO) 2026 Congress, taking place October 23-27, 2026, in Madrid, Spain. The dose escalation portion of the study evaluated MGC026 at doses ranging from 1 mg/kg to 9 mg/kg administered every three weeks (q3W) and was completed in the fourth quarter of 2025. A dose of 7.5 mg/kg q3W is being further evaluated in four tumor-specific cohorts: recurrent or metastatic SCCHN, endometrial cancer, melanoma, and soft tissue sarcoma. The study is active at clinical sites in the United States, Australia and the United Kingdom. The SCCHN cohort employs a Simon’s two-stage design, with a planned enrollment target of 40 patients. MacroGenics is currently enrolling SCCHN patients in Stage 2 after meeting the pre-specified response threshold in Stage 1. Enrollment in the other three cohorts continues as planned. As of July 8, 2026, a total of 74 patients had been enrolled across the dose escalation and ongoing cohort expansion portions of the study. As of this date, there were no cases of interstitial lung disease or ocular toxicity reported, and evidence of anti-tumor activity was observed across several indications.공고 • Jul 11Macrogenics, Inc. Announces Resignation of Karen Ferrante from Director Role, Effective September 1, 2026MACROGENICS, INC. reported that on July 1, 2026, Karen Ferrante, M.D. provided notice to the board of directors of her decision to resign from the Board, effective September 1, 2026. Dr. Ferrante's decision was for personal reasons and was not the result of any disagreement with the Company or any matter relating to the Company's operations, policies or practices.공고 • Jul 03Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX).Bora Biologics USA, LLC entered into a definitive agreement to acquire Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) for approximately $130 million on May 11, 2026. A cash consideration of $122.5 million will be paid at closing, subject to customary adjustments, including for working capital and indebtedness. Additionally, the agreement provides for up to $5 million of potential additional post-closing cash payments to MacroGenics upon achievement of certain manufacturing milestones by the CDMO Operations and professional development program services to be performed by the CDMO Operations in 2027 and 2028. Anticipated workforce reduction of160 positions, including140 employees expected to transfer to Bora. The transaction has been approved by the Boards of Directors of MacroGenics and Bora and is expected to close in the third quarter of 2026, subject to the satisfaction or waiver of customary closing conditions. Moelis & Company LLC acted as financial advisor and Covington & Burling LLP and Sidley Austin LLP acted as legal advisor for MacroGenics, Inc. Jones Day acted as legal advisor for Bora Biologics USA, LLC. Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) on July 2, 2026.Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공고 • Jun 23MacroGenics Receives Regulatory Milestone Payment From Sanofi Following FDA Accelerated Approval Of TZIELD To Delay Decline In Endogenous Insulin Production In Children Aged Eight To 17 Years With Stage 3 Type 1 DiabetesMacroGenics, Inc. announced that it will receive a $24.5 million regulatory milestone payment from Sanofi following the U.S. Food and Drug Administration’s (FDA) accelerated approval of TZIELD (teplizumab-mzwv) to delay the decline in endogenous insulin production in children aged eight to 17 years recently diagnosed with stage 3 type 1 diabetes (T1D). The approval expands the therapeutic potential of TZIELD as a disease-modifying therapy for type 1 diabetes. Under the terms of MacroGenics’ agreement with Sanofi, the recent FDA approval triggered a $24.5 million regulatory milestone payable to MacroGenics. The Company remains eligible to receive up to $305 million in additional milestone payments and retains the right to receive a single-digit royalty on global net sales above a specified annual threshold. TZIELD (teplizumab) is a CD3-directed monoclonal antibody. TZIELD is the first disease-modifying therapy in autoimmune T1D; it was approved in the U.S. in November 2022 to delay the onset of stage 3 T1D in adults and children eight years and older diagnosed with stage 2 T1D. In April 2026, the FDA expanded this indication to include children aged one year and above. TZIELD is also approved in adults and children eight years and older with stage 2 in the UK, the EU (under the name TEIZEILD), China, Australia, Canada, Israel, Saudi Arabia, the UAE, Kuwait, Brazil and Switzerland. In June 2026, the FDA approved TZIELD to delay the onset of Stage 3 T1D in adults.Board Change • Jun 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측BRSE:M55 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028135-168-136N/A312/31/202794-127-145N/A512/31/2026164-1825N/A43/31/2026157-70-72-70N/A12/31/2025150-75-83-81N/A9/30/2025128-76-165-162N/A6/30/2025165-36-75-72N/A3/31/2025154-56-72-70N/A12/31/2024150-67-72-68N/A9/30/2024141-98-62-58N/A6/30/202441-136-157-153N/A3/31/202443-23-114-111N/A12/31/202359-9-80-78N/A9/30/202312150-22-21N/A6/30/2023152735N/A3/31/2023165-91-45-42N/A12/31/2022152-120-91-87N/A9/30/202293-191-175-171N/A6/30/202267-219-182-176N/A3/31/202272-217-179-172N/A12/31/202177-202-150-144N/A9/30/2021116-146-103-95N/A6/30/2021119-129-113-106N/A3/31/2021108-136-102-97N/A12/31/2020105-130-118-112N/A9/30/202077-158-148-144N/A6/30/202078-167-140-136N/A3/31/202068-152-152-148N/A12/31/201964-152N/A-134N/A9/30/201955-166N/A-123N/A6/30/201957-155N/A-143N/A3/31/201965-167N/A-152N/A12/31/201860-171N/A-153N/A9/30/2018197-21N/A-14N/A6/30/2018178-34N/A-9N/A3/31/2018160-32N/A18N/A12/31/2017158-20N/A14N/A9/30/201710-160N/A-126N/A6/30/201712-147N/A-45N/A3/31/201791-66N/A-47N/A12/31/201692-59N/A-44N/A9/30/201695-52N/A-40N/A6/30/2016106-34N/A-97N/A3/31/201632-96N/A-89N/A12/31/2015101-20N/A-14N/A9/30/201598-11N/A-10N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: M55 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: M55 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: M55 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: M55 의 수익(연간 8.8%)이 Swiss 시장(연간 5.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: M55 의 수익(연간 8.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: M55의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/31 12:59종가2026/07/31 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스MacroGenics, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter LawsonBarclaysEtzer DaroutBarclaysStephen V. ByrneBofA Global Research15명의 분석가 더 보기
공고 • Jul 24MacroGenics, Inc. Provides Clinical Update on Ongoing Phase 1 Study for MGC026MacroGenics, Inc. provided an update on the ongoing Phase 1 study evaluating MGC026, a novel B7-H3-directed antibody-drug conjugate (ADC), incorporating a topoisomerase I inhibitor-based linker-payload, in patients with advanced solid tumors. MacroGenics plans to present dose escalation and preliminary tumor-specific cohort results at the European Society for Medical Oncology (ESMO) 2026 Congress, taking place October 23-27, 2026, in Madrid, Spain. The dose escalation portion of the study evaluated MGC026 at doses ranging from 1 mg/kg to 9 mg/kg administered every three weeks (q3W) and was completed in the fourth quarter of 2025. A dose of 7.5 mg/kg q3W is being further evaluated in four tumor-specific cohorts: recurrent or metastatic SCCHN, endometrial cancer, melanoma, and soft tissue sarcoma. The study is active at clinical sites in the United States, Australia and the United Kingdom. The SCCHN cohort employs a Simon’s two-stage design, with a planned enrollment target of 40 patients. MacroGenics is currently enrolling SCCHN patients in Stage 2 after meeting the pre-specified response threshold in Stage 1. Enrollment in the other three cohorts continues as planned. As of July 8, 2026, a total of 74 patients had been enrolled across the dose escalation and ongoing cohort expansion portions of the study. As of this date, there were no cases of interstitial lung disease or ocular toxicity reported, and evidence of anti-tumor activity was observed across several indications.
공고 • Jul 11Macrogenics, Inc. Announces Resignation of Karen Ferrante from Director Role, Effective September 1, 2026MACROGENICS, INC. reported that on July 1, 2026, Karen Ferrante, M.D. provided notice to the board of directors of her decision to resign from the Board, effective September 1, 2026. Dr. Ferrante's decision was for personal reasons and was not the result of any disagreement with the Company or any matter relating to the Company's operations, policies or practices.
공고 • Jul 03Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX).Bora Biologics USA, LLC entered into a definitive agreement to acquire Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) for approximately $130 million on May 11, 2026. A cash consideration of $122.5 million will be paid at closing, subject to customary adjustments, including for working capital and indebtedness. Additionally, the agreement provides for up to $5 million of potential additional post-closing cash payments to MacroGenics upon achievement of certain manufacturing milestones by the CDMO Operations and professional development program services to be performed by the CDMO Operations in 2027 and 2028. Anticipated workforce reduction of160 positions, including140 employees expected to transfer to Bora. The transaction has been approved by the Boards of Directors of MacroGenics and Bora and is expected to close in the third quarter of 2026, subject to the satisfaction or waiver of customary closing conditions. Moelis & Company LLC acted as financial advisor and Covington & Burling LLP and Sidley Austin LLP acted as legal advisor for MacroGenics, Inc. Jones Day acted as legal advisor for Bora Biologics USA, LLC. Bora Biologics USA, LLC completed the acquisition of Good Manufacturing Practice (GMP) Drug Substance Manufacturing Operations of MacroGenics, Inc. (NasdaqGS:MGNX) on July 2, 2026.
Board Change • Jun 25Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공고 • Jun 23MacroGenics Receives Regulatory Milestone Payment From Sanofi Following FDA Accelerated Approval Of TZIELD To Delay Decline In Endogenous Insulin Production In Children Aged Eight To 17 Years With Stage 3 Type 1 DiabetesMacroGenics, Inc. announced that it will receive a $24.5 million regulatory milestone payment from Sanofi following the U.S. Food and Drug Administration’s (FDA) accelerated approval of TZIELD (teplizumab-mzwv) to delay the decline in endogenous insulin production in children aged eight to 17 years recently diagnosed with stage 3 type 1 diabetes (T1D). The approval expands the therapeutic potential of TZIELD as a disease-modifying therapy for type 1 diabetes. Under the terms of MacroGenics’ agreement with Sanofi, the recent FDA approval triggered a $24.5 million regulatory milestone payable to MacroGenics. The Company remains eligible to receive up to $305 million in additional milestone payments and retains the right to receive a single-digit royalty on global net sales above a specified annual threshold. TZIELD (teplizumab) is a CD3-directed monoclonal antibody. TZIELD is the first disease-modifying therapy in autoimmune T1D; it was approved in the U.S. in November 2022 to delay the onset of stage 3 T1D in adults and children eight years and older diagnosed with stage 2 T1D. In April 2026, the FDA expanded this indication to include children aged one year and above. TZIELD is also approved in adults and children eight years and older with stage 2 in the UK, the EU (under the name TEIZEILD), China, Australia, Canada, Israel, Saudi Arabia, the UAE, Kuwait, Brazil and Switzerland. In June 2026, the FDA approved TZIELD to delay the onset of Stage 3 T1D in adults.
Board Change • Jun 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CEO, President & Director Eric Risser was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.