View ValuationAgomAb Therapeutics 향후 성장Future 기준 점검 0/6AgomAb Therapeutics 의 수익이 15.5%로 연간 감소할 전망입니다. 주당 순이익은 성장 연간 87.1%만큼 감소할 것으로 예상됩니다.핵심 정보-15.5%이익 성장률87.12%EPS 성장률Pharmaceuticals 이익 성장14.9%매출 성장률n/a향후 자기자본이익률-44.87%애널리스트 커버리지Low마지막 업데이트01 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • Jun 24Agomab Therapeutics NV Announces Design Of NOV-ERA Phase 2b Study With Ontunisertib In Fibrostenosing Crohn’s DiseaseAgomab Therapeutics NV announced the design of its upcoming Phase 2b NOV-ERA study with ontunisertib, its investigational oral gastro-intestinal (GI)-restricted small molecule inhibitor of ALK5 (or TGF-ß RI) for the potential treatment of Fibrostenosing Crohn’s Disease (FSCD). Approximately 46% of Crohn’s disease patients have FSCD, or fibrotic strictures in the intestinal tract, which can cause obstructive symptoms leading to dietary change, malnutrition and surgery. Despite the large unmet medical need, there are no approved pharmacological therapies for FSCD. The Company has aligned with the FDA on the study design of NOV-ERA, including the study’s primary efficacy endpoint of endoscopic passability at Week 24 as assessed by the SES-CD narrowing score, as well as several secondary efficacy endpoints relevant to patients with FSCD. The protocol has been submitted to the FDA and has cleared central Institutional Review Board (IRB) approval in the U.S. In addition, the study has received approval by Health Canada. The Company has also submitted Clinical Trial Applications in multiple countries globally, including in the European Union and Asia Pacific territories. The Company expects to initiate the NOV-ERA study following receipt of applicable regulatory and ethics approvals and plans to dose the first participants in the second half of 2026. The planned NOV-ERA study is a randomized, double-blind, placebo-controlled, dose-ranging, multicenter Phase 2b trial to assess the efficacy and safety of ontunisertib in participants diagnosed with symptomatic FSCD. The trial is expected to enroll up to 320 adult patients globally. To be eligible for the trial, participants must have at least one naive or anastomotic endoscopically non-passable ileal stricture, confirmed by a centrally read Simple Endoscopic Score for Crohn’s Disease (SES-CD). Upon study initiation, participants will be randomized in a 1:1:1:1 ratio to receive either ontunisertib at one of three dose levels (400 mg, 200 mg, and 100 mg), or a matching placebo, administered twice daily. The trial will consist of a 6-week screening period, a 52-week treatment period, and a 2-week follow-up period. The primary endpoint is the proportion of patients achieving endoscopic passability of the ileal index stricture at Week 24. Key secondary efficacy endpoints include: Proportion of participants achieving endoscopic passability of the ileal index stricture at Week 52. Change from baseline in Magnetic Resonance Enterography (MRE) imaging features of the index stricture at Week 24 and Week 52. Change from baseline in total SES-CD at Week 24 and Week 52. Proportion of participants with an endoscopic response and remission at Week 24 and Week 52 compared to baseline. Change from baseline in Patient-Reported Outcome questionnaire for stricturing Crohn’s disease (S-PRO 2.0) severity score at Week 24 and Week 52. Time to an FSCD-related event (including surgery and endoscopic balloon dilation). The endpoints assessed in the NOV-ERA study are designed to inform the selection of potential registrational endpoints for ontunisertib in FSCD. Ontunisertib is an investigational drug and not approved by any regulatory authority. Its efficacy and safety have not been established. Ontunisertib (AGMB-129) is an oral small molecule GI-restricted inhibitor of ALK5 (or TGF-ß RI) currently in clinical development for the treatment of Fibrostenosing Crohn’s Disease (FSCD). TGF-ß is a major driver of fibrosis. Ontunisertib is specifically designed to inhibit ALK5/TGF-ß in the GI-tract. Rapid first-pass metabolism in the liver prevents clinically relevant systemic exposure, potentially delivering an improved safety profile over systemically available inhibitors in this class. Ontunisertib has received U.S. FDA Fast Track Designation. Crohn’s disease is a chronic progressive disease of the gastrointestinal tract. It is estimated that approximately 46% of patients with Crohn’s disease have fibrosis of the gastrointestinal tract, resulting in stricture formation and intestinal obstructions, most frequently in the terminal ileum. These strictures can cause obstructive symptoms leading to dietary change, malnutrition and surgery. Despite the large unmet medical need, there are no approved pharmacological therapies for FSCD.Seeking Alpha • Jun 04AgomAb Therapeutics: High Risk, High Reward StockSummary AgomAb Therapeutics offers high-risk, high-reward potential driven by two late-stage immunology drugs targeting large addressable markets. AGMB-129 (Crohn's disease) and AGMB-447 (IPF) have Fast Track and Orphan Drug designations, indicating significant unmet need and regulatory advantages. Strong backing from major pharma players and a high institutional ownership position, AGOM is a potential acquisition target upon successful trial outcomes. Successful phase 2/3 trials could unlock billions in revenue, but risks include low insider ownership and lock-up period expiry. Read the full article on Seeking Alpha공고 • Apr 27AgomAb Therapeutics NV, Annual General Meeting, May 26, 2026AgomAb Therapeutics NV, Annual General Meeting, May 26, 2026, at 16:00 Romance Standard Time. Location: posthoflei 1 box 6, 2600, antwerp (berchem), BelgiumBoard Change • Feb 18High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Independent Director Ohad Hammer is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공고 • Feb 06AgomAb Therapeutics NV has completed an IPO in the amount of $200 million.AgomAb Therapeutics NV has completed an IPO in the amount of $200 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 12,500,000 Price\Range: $16 Discount Per Security: $1.12이익 및 매출 성장 예측NasdaqGS:AGMB - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028N/A-112-62-94312/31/2027N/A-97-54-80312/31/2026N/A-74-46-69312/31/2025N/A-78-52-52N/A9/30/2025N/A-72-51-51N/A12/31/2024N/A-58-48-47N/A12/31/2023N/A-19-25-25N/A12/31/2022N/A-14-19-19N/A12/31/2019N/A-3N/AN/AN/A12/31/2018N/A0N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AGMB 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: AGMB 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: AGMB 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: AGMB 의 수익이 US 시장보다 빠르게 증가할 것으로 예상되는지 판단하기에는 데이터가 부족합니다.고성장 매출: AGMB 은(는) 내년에 수익이 없을 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AGMB는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/17 06:57종가2026/07/17 00:00수익2025/12/31연간 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 소스AgomAb Therapeutics NV는 4명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Patrick TrucchioH.C. Wainwright & Co.Anupam RamaJ.P. MorganThomas SmithLeerink Partners LLC1명의 분석가 더 보기
공고 • Jun 24Agomab Therapeutics NV Announces Design Of NOV-ERA Phase 2b Study With Ontunisertib In Fibrostenosing Crohn’s DiseaseAgomab Therapeutics NV announced the design of its upcoming Phase 2b NOV-ERA study with ontunisertib, its investigational oral gastro-intestinal (GI)-restricted small molecule inhibitor of ALK5 (or TGF-ß RI) for the potential treatment of Fibrostenosing Crohn’s Disease (FSCD). Approximately 46% of Crohn’s disease patients have FSCD, or fibrotic strictures in the intestinal tract, which can cause obstructive symptoms leading to dietary change, malnutrition and surgery. Despite the large unmet medical need, there are no approved pharmacological therapies for FSCD. The Company has aligned with the FDA on the study design of NOV-ERA, including the study’s primary efficacy endpoint of endoscopic passability at Week 24 as assessed by the SES-CD narrowing score, as well as several secondary efficacy endpoints relevant to patients with FSCD. The protocol has been submitted to the FDA and has cleared central Institutional Review Board (IRB) approval in the U.S. In addition, the study has received approval by Health Canada. The Company has also submitted Clinical Trial Applications in multiple countries globally, including in the European Union and Asia Pacific territories. The Company expects to initiate the NOV-ERA study following receipt of applicable regulatory and ethics approvals and plans to dose the first participants in the second half of 2026. The planned NOV-ERA study is a randomized, double-blind, placebo-controlled, dose-ranging, multicenter Phase 2b trial to assess the efficacy and safety of ontunisertib in participants diagnosed with symptomatic FSCD. The trial is expected to enroll up to 320 adult patients globally. To be eligible for the trial, participants must have at least one naive or anastomotic endoscopically non-passable ileal stricture, confirmed by a centrally read Simple Endoscopic Score for Crohn’s Disease (SES-CD). Upon study initiation, participants will be randomized in a 1:1:1:1 ratio to receive either ontunisertib at one of three dose levels (400 mg, 200 mg, and 100 mg), or a matching placebo, administered twice daily. The trial will consist of a 6-week screening period, a 52-week treatment period, and a 2-week follow-up period. The primary endpoint is the proportion of patients achieving endoscopic passability of the ileal index stricture at Week 24. Key secondary efficacy endpoints include: Proportion of participants achieving endoscopic passability of the ileal index stricture at Week 52. Change from baseline in Magnetic Resonance Enterography (MRE) imaging features of the index stricture at Week 24 and Week 52. Change from baseline in total SES-CD at Week 24 and Week 52. Proportion of participants with an endoscopic response and remission at Week 24 and Week 52 compared to baseline. Change from baseline in Patient-Reported Outcome questionnaire for stricturing Crohn’s disease (S-PRO 2.0) severity score at Week 24 and Week 52. Time to an FSCD-related event (including surgery and endoscopic balloon dilation). The endpoints assessed in the NOV-ERA study are designed to inform the selection of potential registrational endpoints for ontunisertib in FSCD. Ontunisertib is an investigational drug and not approved by any regulatory authority. Its efficacy and safety have not been established. Ontunisertib (AGMB-129) is an oral small molecule GI-restricted inhibitor of ALK5 (or TGF-ß RI) currently in clinical development for the treatment of Fibrostenosing Crohn’s Disease (FSCD). TGF-ß is a major driver of fibrosis. Ontunisertib is specifically designed to inhibit ALK5/TGF-ß in the GI-tract. Rapid first-pass metabolism in the liver prevents clinically relevant systemic exposure, potentially delivering an improved safety profile over systemically available inhibitors in this class. Ontunisertib has received U.S. FDA Fast Track Designation. Crohn’s disease is a chronic progressive disease of the gastrointestinal tract. It is estimated that approximately 46% of patients with Crohn’s disease have fibrosis of the gastrointestinal tract, resulting in stricture formation and intestinal obstructions, most frequently in the terminal ileum. These strictures can cause obstructive symptoms leading to dietary change, malnutrition and surgery. Despite the large unmet medical need, there are no approved pharmacological therapies for FSCD.
Seeking Alpha • Jun 04AgomAb Therapeutics: High Risk, High Reward StockSummary AgomAb Therapeutics offers high-risk, high-reward potential driven by two late-stage immunology drugs targeting large addressable markets. AGMB-129 (Crohn's disease) and AGMB-447 (IPF) have Fast Track and Orphan Drug designations, indicating significant unmet need and regulatory advantages. Strong backing from major pharma players and a high institutional ownership position, AGOM is a potential acquisition target upon successful trial outcomes. Successful phase 2/3 trials could unlock billions in revenue, but risks include low insider ownership and lock-up period expiry. Read the full article on Seeking Alpha
공고 • Apr 27AgomAb Therapeutics NV, Annual General Meeting, May 26, 2026AgomAb Therapeutics NV, Annual General Meeting, May 26, 2026, at 16:00 Romance Standard Time. Location: posthoflei 1 box 6, 2600, antwerp (berchem), Belgium
Board Change • Feb 18High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Independent Director Ohad Hammer is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공고 • Feb 06AgomAb Therapeutics NV has completed an IPO in the amount of $200 million.AgomAb Therapeutics NV has completed an IPO in the amount of $200 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 12,500,000 Price\Range: $16 Discount Per Security: $1.12