Aquestive Therapeutics, Inc.

NasdaqGM:AQST 주식 리포트

시가총액: US$516.9m

Aquestive Therapeutics 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Dan Barber

최고경영자

US$3.5m

총 보수

CEO 급여 비율18.89%
CEO 재임 기간4yrs
CEO 지분 보유율0.5%
경영진 평균 재임 기간3.2yrs
이사회 평균 재임 기간3.7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 02

AQST: FDA CRL Resolution And 2026 Resubmission Will Drive Long Term Upside

Analysts have trimmed their average price targets for Aquestive Therapeutics, with recent cuts such as Alliance Global's move to $9 from $12. These changes reflect updated views on Anaphylm's regulatory path and on the value of the broader pipeline and cash position.
내러티브 업데이트 Apr 17

AQST: FDA Anaphylaxis Film Resubmission Timeline Will Shape Long Term Upside

Analysts have reduced their price targets for Aquestive Therapeutics to $9 per share, reflecting updated views on the timing and value contribution of Anaphylm, Libervant, and the company’s manufacturing and licensing assets following the recent FDA Complete Response Letter. Analyst Commentary Street research commentary around Aquestive Therapeutics has turned more cautious following the FDA Complete Response Letter for Anaphylm and the subsequent revision of expectations for the company’s product portfolio and assets.
내러티브 업데이트 Apr 02

AQST: Regulatory Delay And 2026 Resubmission Will Ultimately Catalyze Allergy Treatment Upside

Analysts trimmed their price targets on Aquestive Therapeutics to around $9 per share. This reflects a reassessment of timing and risk after the FDA's Complete Response Letter on Anaphylm, even as they continue to ascribe value to Anaphylm, Libervant, existing manufacturing and royalty streams, and net cash.
내러티브 업데이트 Mar 19

AQST: Regulatory Setbacks Will Ultimately Catalyze Future Allergy Treatment Upside

Aquestive Therapeutics' fair value estimate has been revised to $11.00 from $12.00 as analysts factor in updated assumptions around Anaphylm's regulatory timing and asset-level contributions following recent price target cuts and detailed sum of the parts analysis. Analyst Commentary Bullish analysts are reframing Aquestive Therapeutics primarily around the potential of Anaphylm, with updated fair value work that parses the business into distinct asset contributions.
Seeking Alpha Mar 11

Aquestive Therapeutics: With Some Hiccups, Anaphylm Is Closer To FDA Approval

Summary Aquestive Therapeutics remains a Buy, with an $8 fair value estimate and 87% upside, driven by Anaphylm’s FDA approval prospects. Anaphylm’s CRL issues are addressable, focused on packaging and labeling, not efficacy or safety, with a pivotal PK study planned for Q2–Q3 2026. I model 95% US and ~80% international adoption probability for Anaphylm and profitability by 2029, although they will likely need more financing by the end of 2027. Position sizing remains conservative at ~0.25x due to AQST’s one-product risk; I trim or close above fair value, monitoring FDA, partnerships, and financing needs. Read the full article on Seeking Alpha
내러티브 업데이트 Mar 05

AQST: FDA Feedback Will Delay Allergy Film Yet Preserve Long Term Upside

Narrative Update The Street has trimmed its average price target on Aquestive Therapeutics by $2, as analysts factor in the recent complete response letter on Anaphylm as a delay. They still view this delay as coming with a clearly defined, fixable path to a future approval decision.
내러티브 업데이트 Feb 19

AQST: Regulatory Clarity On Allergy Treatment Will Drive Future Upside Potential

Aquestive Therapeutics' analyst price target has shifted from $14.49 to $12.00 as analysts factor in the recent complete response letter for Anaphylm, a modestly higher discount rate, and recalibrated assumptions for revenue growth, profit margin, and a higher future P/E multiple reflecting updated views on the regulatory path and risk profile. Analyst Commentary Bullish analysts acknowledge the complete response letter for Anaphylm as a key setback, but several see it as a definable regulatory event rather than a permanent roadblock.
분석 기사 Feb 05

Aquestive Therapeutics, Inc. (NASDAQ:AQST) Shares May Have Slumped 36% But Getting In Cheap Is Still Unlikely

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shareholders that were waiting for something to happen have been dealt a...
내러티브 업데이트 Feb 05

AQST: FDA Letters Create Delay Yet Future Allergy Franchise Upside Remains

Analysts have revised their fair value estimate for Aquestive Therapeutics from US$7.00 to US$6.00, citing reduced revenue growth assumptions and a slightly lower future P/E multiple following recent FDA communications and updated Street research on Anaphylm. Analyst Commentary Recent Street research around Anaphylm and the FDA feedback has led several bearish analysts to revisit their models and risk assumptions for Aquestive Therapeutics.
분석 기사 Feb 04

Need To Know: The Consensus Just Cut Its Aquestive Therapeutics, Inc. (NASDAQ:AQST) Estimates For 2026

One thing we could say about the analysts on Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) - they aren't optimistic...
내러티브 업데이트 Jan 21

AQST: FDA Review Setback Will Still Support Long Term Allergy Franchise Upside

Narrative Update Analysts have trimmed their fair value estimate for Aquestive Therapeutics to US$7.00, citing the recent FDA deficiency letter on Anaphylm and a higher chance of a complete response letter that could delay potential market entry. Analyst Commentary Recent commentary from bearish analysts has focused on the regulatory setback for Anaphylm and its potential impact on Aquestive Therapeutics' valuation and execution risk.
내러티브 업데이트 Jan 07

AQST: New Patents Will Extend Allergy Franchise Exclusivity And Support Future Upside

Analysts have lifted their price target on Aquestive Therapeutics to $12 from $9, citing new Anaphylm patents that extend brand exclusivity through at least 2037 and are viewed as meaningfully value accretive to the franchise. Analyst Commentary Recent research has centered on the new Anaphylm patents and what they might mean for Aquestive Therapeutics’ long term value.
내러티브 업데이트 Dec 21

AQST: New Patents Will Extend Key Allergy Franchise Exclusivity Through 2037

Analysts have raised their price target on Aquestive Therapeutics to $12 from $9, reflecting a higher fair value estimate of about $8 per share as they factor in stronger projected revenue growth, modestly higher risk assumptions, and the value of new patents extending Anaphylm exclusivity through at least 2037. Analyst Commentary While the latest price target increase reflects growing confidence in Aquestive Therapeutics' long term prospects, it also raises the bar for execution.
내러티브 업데이트 Dec 07

AQST: Extended Patent Protection Will Support Future Share Price Outperformance

Analysts nudged their price targets on Aquestive Therapeutics higher by roughly $3 to $12, citing newly issued patents that extend Anaphylm's exclusivity through at least 2037 and growing confidence in FDA approval prospects following the decision not to convene an advisory committee for the NDA. Analyst Commentary Street research has turned increasingly constructive on Aquestive Therapeutics as recent developments around Anaphylm have prompted upward revisions to valuation models and a reassessment of execution risk.
내러티브 업데이트 Nov 23

AQST: Multiple Patent Wins And Regulatory Progress Will Support Continued Share Price Outperformance

Analysts have raised their fair value estimate for Aquestive Therapeutics from $9.08 to $10.30. This change reflects recent patent wins for Anaphylm and improved regulatory outlooks, which are expected to enhance long-term growth and exclusivity for the company.
분석 기사 Nov 15

Aquestive Therapeutics, Inc.'s (NASDAQ:AQST) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shares have retraced a considerable 27% in the last month, reversing a...
내러티브 업데이트 Nov 07

AQST: Extended Patent Protection Will Drive Sustained Share Price Upside

Analysts have recently raised their price targets for Aquestive Therapeutics, with notable increases from $7 to $8 and from $9 to $12. They cite strengthened patent protection for Anaphylm and a smoother regulatory pathway as key drivers behind their more optimistic outlook.
내러티브 업데이트 Oct 24

Patent Extensions and FDA Momentum Will Support Upcoming Needle-Free Epinephrine Launch

Analysts have recently raised their price targets for Aquestive Therapeutics, with increases up to $12 per share. They cite extended patent protection for Anaphylm and positive regulatory developments as key factors supporting a more optimistic outlook.
내러티브 업데이트 Oct 09

Upcoming FDA Approval Will Enable Needle-Free Epinephrine Adoption

The analyst fair value estimate for Aquestive Therapeutics has been increased by $0.50 to $9.08. Analysts cite recent patent extensions and regulatory progress for Anaphylm as key drivers of the upward revision.
분석 기사 Sep 05

Aquestive Therapeutics, Inc. (NASDAQ:AQST) Stocks Shoot Up 28% But Its P/S Still Looks Reasonable

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shares have continued their recent momentum with a 28% gain in the last...
분석 기사 Aug 14

Earnings Update: Aquestive Therapeutics, Inc. (NASDAQ:AQST) Just Reported And Analysts Are Trimming Their Forecasts

NasdaqGM:AQST 1 Year Share Price vs Fair Value Explore Aquestive Therapeutics's Fair Values from the Community and...
분석 기사 Jul 21

After Leaping 29% Aquestive Therapeutics, Inc. (NASDAQ:AQST) Shares Are Not Flying Under The Radar

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shares have continued their recent momentum with a 29% gain in the last...
분석 기사 May 16

Analysts Have Lowered Expectations For Aquestive Therapeutics, Inc. (NASDAQ:AQST) After Its Latest Results

The analysts might have been a bit too bullish on Aquestive Therapeutics, Inc. ( NASDAQ:AQST ), given that the company...
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새로운 내러티브 Mar 31

FDA Approval And Anaphylm Launch Will Expand Global Reach

Success in FDA approval for Anaphylm and Libervant expansion could significantly boost revenue and market penetration.
분석 기사 Mar 21

Aquestive Therapeutics, Inc.'s (NASDAQ:AQST) P/S Is On The Mark

When close to half the companies in the Pharmaceuticals industry in the United States have price-to-sales ratios (or...
Seeking Alpha Jan 06

Aquestive Therapeutics: Five Foci For 2025

Summary Aquestive Therapeutics' Anaphylm is nearing FDA approval, potentially disrupting the U.S. anaphylaxis market dominated by EpiPen, with peak sales estimated at $300–400M. AQST-108, a topical epinephrine gel for alopecia areata, shows promise with minimal side effects and could expedite its regulatory path, targeting a billion-dollar market. Libervant, a diazepam buccal film for cluster seizures, has gained orphan drug exclusivity, extending market exclusivity to 2031, ensuring a reliable revenue stream. Investors should monitor Aquestive's cash burn, partnerships, and earnings closely, as positive outcomes could significantly boost revenue, despite potential regulatory and commercial risks. I discuss my game plan for restarting my accumulation of AQST. Read the full article on Seeking Alpha
분석 기사 Dec 19

The Price Is Right For Aquestive Therapeutics, Inc. (NASDAQ:AQST) Even After Diving 25%

Unfortunately for some shareholders, the Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) share price has dived 25% in the...
Seeking Alpha Nov 05

Aquestive: Rare Opportunity With Dual Platform Strategy

Summary Aquestive Therapeutics specializes in innovative film-based medicines and epinephrine products & delivery. The company's PharmFilm and Adrenaverse platforms offer unique competitive advantages, making it a strong investment opportunity. A risk-adjusted valuation indicates that Aquestive is currently undervalued compared to its market price. Understanding the fundamentals of competitive strategy highlights how Aquestive's platforms create sustainable economic moats. Read the full article on Seeking Alpha
분석 기사 Sep 07

Market Participants Recognise Aquestive Therapeutics, Inc.'s (NASDAQ:AQST) Revenues Pushing Shares 27% Higher

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shares have continued their recent momentum with a 27% gain in the last...
Seeking Alpha Aug 20

Aquestive Therapeutics: Robust Development Of Oral Emergency Therapies Will Likely Pay Off Into 2025

Summary Aquestive Therapeutics shares surged 137.29% (YoY) after FDA approval of rival company ARS Pharmaceutical's "epinephrine nasal spray" Neffy. Market optimism surrounds AQST’s robust R&D pipeline, with analysts giving outperform rating and price target increase to $15. AQST recorded significant revenue growth in Q2 2024, with a cash balance of $89.87 million and sufficient funds until the end of 2026. Read the full article on Seeking Alpha
분석 기사 Aug 11

Rainbows and Unicorns: Aquestive Therapeutics, Inc. (NASDAQ:AQST) Analysts Just Became A Lot More Optimistic

Celebrations may be in order for Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shareholders, with the analysts...
분석 기사 Jul 24

What Aquestive Therapeutics, Inc.'s (NASDAQ:AQST) 30% Share Price Gain Is Not Telling You

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shareholders are no doubt pleased to see that the share price has bounced...
분석 기사 May 22

Aquestive Therapeutics, Inc. (NASDAQ:AQST) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shares have retraced a considerable 27% in the last month, reversing a...
Seeking Alpha Apr 09

Aquestive Therapeutics: Positive Phase III Data Unlocks Additional Catalysts For 2024

Summary Aquestive Therapeutics has achieved positive Phase III data for their Anaphylm epinephrine sublingual film, showing comparable efficacy to auto-injectors. The company is moving forward with plans to file a New Drug Application (NDA) and has several upcoming catalysts, including self-administration and allergen studies. Anaphylm has the potential to disrupt the market dominated by auto-injectors, with global peak sales projected to surpass $1 billion. Read the full article on Seeking Alpha
분석 기사 Feb 28

Aquestive Therapeutics, Inc.'s (NASDAQ:AQST) Shares Climb 30% But Its Business Is Yet to Catch Up

Aquestive Therapeutics, Inc. ( NASDAQ:AQST ) shares have continued their recent momentum with a 30% gain in the last...
Seeking Alpha Jan 19

Aquestive Therapeutics: Anaphylm's Top-Line Data Could Reveal A Game-Changer In Q1

Summary Aquestive Therapeutics is nearing a key topline readout for its Anaphylm sublingual film, a potential groundbreaking oral epinephrine treatment for severe allergic reactions. If the data is positive, Anaphylm could be heading for a possible New Drug Application in 2024, with a potential commercial launch in 2025. Aquestive faces risks from regulatory hurdles, competition from other epinephrine treatments, and potential financial setbacks. Read the full article on Seeking Alpha
분석 기사 Jan 05

Aquestive Therapeutics, Inc.'s (NASDAQ:AQST) Popularity With Investors Is Under Threat From Overpricing

With a median price-to-sales (or "P/S") ratio of close to 3.3x in the Pharmaceuticals industry in the United States...

CEO 보수 분석

Dan Barber의 보수는 Aquestive Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$69m

Dec 31 2025US$3mUS$660k

-US$84m

Sep 30 2025n/an/a

-US$69m

Jun 30 2025n/an/a

-US$65m

Mar 31 2025n/an/a

-US$54m

Dec 31 2024US$4mUS$633k

-US$44m

Sep 30 2024n/an/a

-US$35m

Jun 30 2024n/an/a

-US$26m

Mar 31 2024n/an/a

-US$29m

Dec 31 2023US$2mUS$600k

-US$8m

Sep 30 2023n/an/a

-US$12m

Jun 30 2023n/an/a

-US$23m

Mar 31 2023n/an/a

-US$33m

Dec 31 2022US$1mUS$542k

-US$54m

Sep 30 2022n/an/a

-US$71m

Jun 30 2022n/an/a

-US$73m

Mar 31 2022n/an/a

-US$69m

Dec 31 2021US$1mUS$424k

-US$71m

Sep 30 2021n/an/a

-US$62m

Jun 30 2021n/an/a

-US$64m

Mar 31 2021n/an/a

-US$54m

Dec 31 2020US$840kUS$410k

-US$56m

Sep 30 2020n/an/a

-US$48m

Jun 30 2020n/an/a

-US$50m

Mar 31 2020n/an/a

-US$68m

Dec 31 2019US$1mUS$389k

-US$66m

보상 대 시장: Dan의 총 보수(USD3.49M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.64M)보다 높습니다.

보상과 수익: Dan의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Dan Barber (49 yo)

4yrs
재임 기간
US$3,493,559
보수

Mr. Daniel Barber, also known as Dan, is the Chief Executive Officer, President and Director at Aquestive Therapeutics, Inc. since May 17, 2022 and served as its Senior Vice President since April 2014 unti...


리더십 팀

이름직위재임 기간보수지분
Daniel Barber
CEO, President & Director4yrsUS$3.49m0.53%
$ 2.7m
A. Toth
Senior VP & CFO5.4yrsUS$1.32m0.23%
$ 1.2m
Lori Braender
Corporate Secretary7.7yrsUS$1.35m0.18%
$ 951.9k
Cassie Jung
Chief Operating Officer3.5yrs데이터 없음0.16%
$ 841.5k
Thomas Zalewski
Chief Legal Officer & Chief Compliance Officerless than a year데이터 없음0.080%
$ 412.0k
Peter Boyd
Senior Vice President of Information Technology & Chief People Officer3.2yrs데이터 없음0.22%
$ 1.2m
Matthew Greenhawt
Chief Medical Officerless than a year데이터 없음0.061%
$ 317.2k
Sherry Korczynski
Chief Commercial Officerless than a year데이터 없음0.19%
$ 993.4k
Melina Cioffi
Senior Vice President of Regulatory Affairsno data데이터 없음0.10%
$ 531.1k
Matthew Davis
Chief Development Officerless than a year데이터 없음0.080%
$ 412.0k
Robert Arnold
VP of Financeno data데이터 없음데이터 없음
3.2yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: AQST의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.2 년).


이사회 구성원

이름직위재임 기간보수지분
Daniel Barber
CEO, President & Director4yrsUS$3.49m0.53%
$ 2.7m
Timothy Morris
Independent Director3.8yrsUS$237.61k0%
$ 0
Gregory Brown
Independent Chairman of the Board19.2yrsUS$274.64k0.060%
$ 309.3k
Julie Krop
Independent Director5.3yrsUS$233.22k데이터 없음
John Cochran
Independent Vice Chairman of the Board22.3yrsUS$240.92k0.079%
$ 409.9k
Marco Taglietti
Independent Director5.3yrsUS$213.41k0%
$ 0
John Oppenheimer
Member of Scientific Advisory Board3.7yrs데이터 없음데이터 없음
Carlos Camargo
Member of Scientific Advisory Board3.7yrs데이터 없음데이터 없음
Ruchi Gupta
Member of Scientific Advisory Board3.7yrs데이터 없음데이터 없음
David Bernstein
Member of Scientific Advisory Board3.7yrs데이터 없음데이터 없음
David Fleischer
Member of Scientific Advisory Board3.7yrs데이터 없음데이터 없음
Jay Lieberman
Member of Scientific Advisory Board3.7yrs데이터 없음데이터 없음
3.7yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: AQST의 이사회경험이 있음으로 간주됩니다(평균 재임 3.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 17:45
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Aquestive Therapeutics, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James MolloyAlliance Global Partners
Gary NachmanBMO Capital Markets Equity Research
Kristen KluskaCantor Fitzgerald & Co.