Checkpoint Therapeutics, Inc.

NasdaqCM:CKPT 주식 리포트

시가총액: US$356.8m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Checkpoint Therapeutics 경영진

경영진 기준 점검 1/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

James Oliviero

최고경영자

US$9.8m

총 보수

CEO 급여 비율6.76%
CEO 재임 기간9.7yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간데이터 없음
이사회 평균 재임 기간6.7yrs

최근 경영진 업데이트

Recent updates

분석 기사 • Sep 20

We're A Little Worried About Checkpoint Therapeutics' (NASDAQ:CKPT) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Sep 08

Checkpoint: Strong Data, But Comes With Risks

Summary CKPT produced strong data for cosibelimab. However, data was ex-US and from an open-label trial. There's not much cash at CKPT. Checkpoint Therapeutics (CKPT) produced positive results from the registration trial of cosibelimab in skin cancer, however the stock continues to stay depressed from its November highs. What happened in November, why is it still down, and what can make it go back up again - these are the questions. The funny thing here is that nothing really happened in November. I looked at every possible source of data, and apart from a non-relevant earnings release, there doesn't seem to be any particular event or news that led to the spike and the drop around the first week of November. The only thing that came out was the earnings release, on November 4, and like I said, it contains no clues to the price volatility. I checked insider transaction data, and while the insiders here do not ever buy the stock, there are no large sales around November either. I checked another article by a fellow contributor written around that time, and apart from telling us not to worry, they do not shed much illumination on why the stock fell. There wasn't unusual volume either - a sure sign of price volatility - at that time. However, if you look at the charts vis-a-vis the earnings dates, you will see that the stock peaked exactly on earnings release, and then fell drastically. So my best guess is that investors were looking for more clarity on the cosibelimab data release in the earnings press release, which did not happen, leading to the fall. Recall that data was supposed to have been released by end-2021. Speaking of unusual volume, on January 25, ~25 million shares changed hands on that date, against an average volume of 200k odd shares. These were mostly sells. This means, funds must have offloaded their entire stakes that day, the same day when cosibelimab data came out. Such a huge sell-off must have been what kept the stock subdued despite positive trial data. So we do not see a spike even on positive data release - which should be a lesson for biotech investors who play catalyst-driven stocks. The lesson is this: it is naive to think that a catalyst alone will push a stock up. There's a lot of volatility hidden under the murky waters of biopharma investing, and therefore things aren't so predictable here. Coming to the data itself, cosibelimab is an anti-PD-L1 antibody, and it was administered as a fixed dose of 800 mg every two weeks in patients with metastatic cutaneous squamous cell carcinoma (cSCC). Key data were: The study met its primary endpoint, with cosibelimab demonstrating a confirmed objective response rate (ORR) of 47.4% (95% CI: 36.0, 59.1) based on independent central review of 78 patients using RECIST 1.1 criteria. The median duration of response ((DOR)) had not yet been reached at the data cut-off point (76% of responses are ongoing). Safety data across 201 patients with advanced cancers enrolled and treated in all cohorts remain consistent with those previously reported, with the majority of treatment-emergent adverse events reported as Grade 1 or 2 in severity. Besides metastatic cSCC, the molecule also had an objective response rate (ORR) of 54.8% in 31 patients with locally advanced cSCC. The company presented competitor data in these two indications. The two approved products are Libtayo and Keytruda. The ORR rates from their pivotal trials are quite similar to cosibelimab's data. However, the company has not provided granularity on complete responses besides saying that they are similar to "what's out there," according to Evaluate. 2020 data did show this to be true. Checkpoint's focus is to get into the PD-L1 market with a lower cost drug. Data is also competitive. However, how the FDA will look at it ultimately decides its fate - and they only have an open label phase 1 trial data here, that too outside the US. Recently, Eli Lilly (LLY) and EQRx (EQRX) have tried to bring Chinese PD-L1 inhibitors into the US market, however, the FDA has not been too kind, at least not with Lilly, slamming them for their single country trials. Those are risk factors for Checkpoint, however its trial, although ex-US, was not single-country, having taken place in 9 different countries including France, Spain and Australia. The company also recently wound down the CONTERNO study, a phase 3 study in lung cancer for cosibelimab, citing the Ukraine war as the reason for unsustainably longer enrollment periods. Besides cosibelimab, Checkpoint has a second asset in phase 3 trial - Olafertinib, an anti-EGFR molecule partnered with other companies in Asia. Unlike other EGFRi like Tagrisso® (osimertinib), which have safety issues like
Seeking Alpha • Aug 12

Checkpoint Therapeutics GAAP EPS of -$0.16 in-line, revenue of $0.02M beats by $0.01M

Checkpoint Therapeutics press release (NASDAQ:CKPT): Q2 GAAP EPS of -$0.16 in-line. Revenue of $0.02M (-87.5% Y/Y) beats by $0.01M. As of June 30, 2022, Checkpoint’s cash and cash equivalents totaled $30.9 million, compared to $41.5 million at March 31, 2022 and $54.7 million at December 31, 2021, a decrease of $10.6 million for the quarter and a decrease of $23.8 million for the first half of 2022. Shares -0.79% PM.
분석 기사 • May 18

Is Checkpoint Therapeutics (NASDAQ:CKPT) In A Good Position To Deliver On Growth Plans?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Apr 18

Checkpoint Therapeutics: Potential Upside Based On Marketing Application Submissions

Cosibelimab BLA submission to FDA for cutaneous squamous cell carcinoma is expected in late 2022, with MAA to the European Medicines Agency shortly thereafter. Cosibelimab regulatory applications are possible because of obtaining a confirmed objective response rate of 47.4% in patients with cutaneous squamous cell carcinoma. Cosibelimab holds the potential to disrupt the $30 billion PD-(L)1 class of drugs. Cosibelimab is also being developed to treat patients with non-small cell lung cancer, with a global market that is expected to grow to $11.87 billion by 2028.
분석 기사 • Feb 15

Companies Like Checkpoint Therapeutics (NASDAQ:CKPT) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha • Jan 28

Checkpoint Therapeutics: Another Buying Opportunity Following Cosibelimab's Impressive Topline Results

Checkpoint Therapeutics recently announced Cosibelimab hit its primary endpoint with a 47.4% ORR in metastatic cSCC. The company also reported positive safety and tolerability profile. The topline results have encouraged the company to submit a BLA to the FDA later this year. In addition, the company is planning on filing for approval in the EU. If approved, Cosibelimab has a unique profile and competitive pricing that could make it a serious contender in a growing immunotherapy market. The announcement triggered a disappointing spike in the share price. I suspect the market is waiting for additional data and perhaps approval in hand before fully committing to CKPT. I believe the lackluster response to the data has produced a buying opportunity.
Seeking Alpha • Nov 26

Checkpoint Therapeutics: Pullback Provides Opportunity To Add Ahead Of Cosibelimab's Data Readout

Checkpoint Therapeutics expects to report top-line results before year-end, which could determine if Cosibelimab is ready for regulatory submission that could lead to an approval and commercial launch in 2023. Volatility has the share price, which is making big moves in both directions as we move closer to year-end. Investors need to have a game plan. I believe the recent pullback could be a great opportunity for me to buy ahead of this incredibly potent catalyst.
분석 기사 • Oct 30

Checkpoint Therapeutics (NASDAQ:CKPT) Is In A Good Position To Deliver On Growth Plans

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
분석 기사 • Jul 17

We're Not Very Worried About Checkpoint Therapeutics' (NASDAQ:CKPT) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Jul 14

Checkpoint Therapeutics: Amassing A Position Ahead Of Cosibelimab Data

Checkpoint Therapeutics expects to report Cosibelimab’s top-line data in Q4 of this year. The company anticipates submitting a BLA and MMA next year with a potential launch in 2023. I have pushed CKPT aside several times, but I can no longer ignore its potential upside from Cosibelimab and its potential to disrupt a $25B+ checkpoint market. I review some of Cosibelimab’s data and match it up to some of the market’s leading PD-1 and PD-L1 agents. I reveal my investment strategy and long-term outlook.
Seeking Alpha • Jun 21

Checkpoint Therapeutics (CKPT) Investor Presentation - Slideshow

The following slide deck was published by Checkpoint Therapeutics, Inc. in conjunction with this event.

CEO 보수 분석

James Oliviero의 보수는 Checkpoint Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2025n/an/a

-US$57m

Dec 31 2024US$10mUS$661k

-US$56m

Sep 30 2024n/an/a

-US$46m

Jun 30 2024n/an/a

-US$42m

Mar 31 2024n/an/a

-US$52m

Dec 31 2023US$2mUS$636k

-US$52m

Sep 30 2023n/an/a

-US$54m

Jun 30 2023n/an/a

-US$59m

Mar 31 2023n/an/a

-US$56m

Dec 31 2022US$2mUS$594k

-US$63m

Sep 30 2022n/an/a

-US$71m

Jun 30 2022n/an/a

-US$72m

Mar 31 2022n/an/a

-US$67m

Dec 31 2021US$2mUS$540k

-US$57m

Sep 30 2021n/an/a

-US$37m

Jun 30 2021n/an/a

-US$31m

Mar 31 2021n/an/a

-US$26m

Dec 31 2020US$2mUS$515k

-US$23m

Sep 30 2020n/an/a

-US$22m

Jun 30 2020n/an/a

-US$22m

Mar 31 2020n/an/a

-US$22m

Dec 31 2019US$2mUS$480k

-US$25m

Sep 30 2019n/an/a

-US$28m

Jun 30 2019n/an/a

-US$32m

Mar 31 2019n/an/a

-US$33m

Dec 31 2018US$2mUS$450k

-US$36m

보상 대 시장: James의 총 보수(USD9.78M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.64M)보다 높습니다.

보상과 수익: James의 보상은 회사가 적자임에도 증가했습니다.

CEO

James Oliviero (49 yo)

9.7yrs
재임 기간
US$9,775,944
보수

Mr. James F. Oliviero, III, CFA has been the Chief Executive Officer and President of Checkpoint Therapeutics, Inc. since October 16, 2015 and also has been its Director since October 15, 2018. Mr. Olivier...

이사회 구성원

이름직위재임 기간보수지분
James Oliviero
President6.7yrsUS$9.78m데이터 없음
Michael Weiss
Chairman of the Board10.3yrsUS$216.44k0%
$ 0
Lindsay Rosenwald
Non-Executive Director10.6yrsUS$206.44k0%
$ 0
Wayne Marasco
Chairman of Scientific Advisory Board10.3yrs데이터 없음데이터 없음
Roy Steven Herbst
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Neil Herskowitz
Independent Director9.8yrsUS$227.69k0%
$ 0
Christian Béchon
Independent Director6.7yrsUS$251.74k0%
$ 0
Barry Salzman
Independent Director9.4yrsUS$287.69k0%
$ 0
Bruce Johnson
Member of Scientific Advisory Board4.3yrs데이터 없음데이터 없음
F. Hodi
Member of Scientific Advisory Board4.3yrs데이터 없음데이터 없음
Emily Ruiz
Member of Scientific Advisory Board4.3yrs데이터 없음데이터 없음
David Miller
Member of Scientific Advisory Board4.3yrs데이터 없음데이터 없음
6.7yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: CKPT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.7 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/06/03 06:41
종가2025/05/29 00:00
수익2025/03/31
연간 수익2024/12/31

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.

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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Checkpoint Therapeutics, Inc.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mayank MamtaniB. Riley Securities, Inc.
Justin WalshB. Riley Securities, Inc.
Jason KolbertD. Boral Capital LLC.