Caribou Biosciences, Inc.

NasdaqGS:CRBU 주식 리포트

시가총액: US$164.6m

Caribou Biosciences 향후 성장

Future 기준 점검 2/6

Caribou Biosciences 의 수익은 연간 21.3% 감소할 것으로 예상되는 반면, 연간 수익은 44.4% 로 증가할 것으로 예상됩니다. EPS는 연간 15.2% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 -98.1% 로 예상됩니다.

핵심 정보

-21.3%

이익 성장률

-15.23%

EPS 성장률

Biotechs 이익 성장24.8%
매출 성장률44.4%
향후 자기자본이익률-98.15%
애널리스트 커버리지

Good

마지막 업데이트11 Jun 2026

최근 향후 성장 업데이트

Recent updates

분석 기사 May 13

Need To Know: Analysts Are Much More Bullish On Caribou Biosciences, Inc. (NASDAQ:CRBU) Revenues

Caribou Biosciences, Inc. ( NASDAQ:CRBU ) shareholders will have a reason to smile today, with the analysts making...
Seeking Alpha Nov 03

Caribou Biosciences: A Much Anticipated Data Readout Does Not Quite Get My Buy

Summary Caribou Biosciences has recently reported some very exciting early data, with more in their allogeneic CAR T-cell pipeline guided by the end of the year. Encouraging myeloma data point to possible best-in-class anti-BCMA cell therapy, which could serve a very viable niche. Although there is sufficient cash to reach another data readout, I am affirming a "Hold" for CRBU here based on the need for more proving of these programs. Read the full article on Seeking Alpha
Seeking Alpha Jan 02

Caribou Biosciences: CB-010 And Other CAR-Ts Pressing Forward Despite Initial Data

Summary Caribou Biosciences, Inc. data from phase 1 ANTLER study, using CB-010 to target 2nd-line LBCLC patients and prior CD19 treated patients with partial matched HLA, expected in the 1st half of 2025. The global B-Cell Lymphoma treatment market size is expected to reach $13.14 billion by 2030. Dose-escalation data from the phase 1 CaMMouflage trial, using CB-011 for the targeting of patients with relapsed/refractory Multiple Myeloma, expected 1st half of 2025. CRBU's initiation of the phase 1 GALLOP trial, using CB-010 for the treatment of patients with lupus nephritis and extrarenal lupus, expected in the upcoming months. Read the full article on Seeking Alpha
분석 기사 Dec 31

Here's Why Caribou Biosciences (NASDAQ:CRBU) Must Use Its Cash Wisely

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
분석 기사 Nov 05

Caribou Biosciences, Inc.'s (NASDAQ:CRBU) Shares Bounce 25% But Its Business Still Trails The Industry

Caribou Biosciences, Inc. ( NASDAQ:CRBU ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha Sep 30

Caribou Biosciences: CB-010, chRDNA Technology Continue To Show Promise In Gene Editing

Summary Caribou Biosciences focuses on allogeneic CAR-T therapies for hematological cancers and autoimmune diseases, leveraging its unique chRDNA genome-editing technology. In my view, CRBU's chRDNA platform offers precise genome editing and could potentially outperform competitors like Allogene Therapeutics. CRBU's flagship candidate, CB-010, shows promising results in Phase 1 trials for large B cell lymphoma, with long-term complete response rates. The FDA's Fast Track Designation for CB-010 and CB-012 supports optimism, but definitive Phase 3 data is needed to corroborate CRBU's still speculative IP. CRBU's valuation is significantly lower than its peers, but it has sufficient resources until 2H2026. Thus, I rate it a "buy" after appreciating by over 20% since my previous article. Read the full article on Seeking Alpha
분석 기사 Sep 06

Here's Why We're Watching Caribou Biosciences' (NASDAQ:CRBU) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
분석 기사 Jul 26

Caribou Biosciences, Inc.'s (NASDAQ:CRBU) Share Price Boosted 39% But Its Business Prospects Need A Lift Too

Those holding Caribou Biosciences, Inc. ( NASDAQ:CRBU ) shares would be relieved that the share price has rebounded 39...
Seeking Alpha Jul 03

Caribou Biosciences: Promising Gene Editing Therapies With Strong Buy Potential

Summary Caribou Biosciences develops allogeneic therapies using CRISPR technology, focusing on hematologic cancers and autoimmune diseases. CB-010, CB-011, and CB-012 are in Phase 1 clinical trials, with CB-010 showing promising results for B cell non-Hodgkin lymphoma. Evercore downgraded CRBU’s stock due to high COGS concerns, but its superior efficacy and safety might justify higher prices. CRBU’s CB-010 achieved a 92% ORR and favorable safety compared to competitors Yescarta and Kymriah. Despite early-stage risks, CRBU’s undervaluation and large TAM present a compelling speculative buy opportunity. Read the full article on Seeking Alpha
분석 기사 Jun 05

Little Excitement Around Caribou Biosciences, Inc.'s (NASDAQ:CRBU) Revenues As Shares Take 43% Pounding

To the annoyance of some shareholders, Caribou Biosciences, Inc. ( NASDAQ:CRBU ) shares are down a considerable 43% in...
Seeking Alpha Apr 18

Caribou Biosciences: 2 Clinical Data Updates In 2024 Could Bring Value

Summary Caribou Biosciences, Inc. is expected to produce results from phase 1 ANTLER study, using CB-010 for the treatment of 2nd-line large B-cell lymphoma patients, at medical meeting Q2 of 2024. Initial dose escalation data from the phase 1 ANTLER study indicated that CB-010 was able to generate a 90% objective response rate for patients with relapsed or refractory LBCL. Clearance was given by the FDA to initiate a phase 1 study using CB-010 for patients with lupus nephritis and extrarenal lupus; Trial initiation expected by the end of 2024. Initial dose-escalation data from the phase 1 CaMMouflage study, using CB-011 for the treatment of patients with relapsed or refractory multiple myeloma patients by end of 2024. Read the full article on Seeking Alpha
분석 기사 Apr 17

More Unpleasant Surprises Could Be In Store For Caribou Biosciences, Inc.'s (NASDAQ:CRBU) Shares After Tumbling 25%

Caribou Biosciences, Inc. ( NASDAQ:CRBU ) shareholders that were waiting for something to happen have been dealt a blow...
분석 기사 Feb 15

Caribou Biosciences, Inc.'s (NASDAQ:CRBU) 25% Share Price Surge Not Quite Adding Up

Despite an already strong run, Caribou Biosciences, Inc. ( NASDAQ:CRBU ) shares have been powering on, with a gain of...
Seeking Alpha Feb 01

Caribou Biosciences: Under The Radar With Catalysts Approaching

Summary CRBU has provided regulatory and clinical updates in the past couple of months, but hasn't rallied quite like other biotech names. CRBU achieved alignment with the FDA on the comparator arm for its pivotal study of CB-010, and confirmed further data from the phase 1 ANTLER study in Q2'24. CRBU has progressed to the third dose level of CB-011 in the CaMMouflage study, and confirmed initial data are expected by year-end 2024. Read the full article on Seeking Alpha
분석 기사 Jan 10

Caribou Biosciences (NASDAQ:CRBU) Is 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...
분석 기사 Nov 18

Caribou Biosciences, Inc.'s (NASDAQ:CRBU) 28% Price Boost Is Out Of Tune With Revenues

Caribou Biosciences, Inc. ( NASDAQ:CRBU ) shareholders are no doubt pleased to see that the share price has bounced 28...
분석 기사 Feb 24

Companies Like Caribou Biosciences (NASDAQ:CRBU) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha Oct 12

Caribou Biosciences: Strong Momentum Possible If Higher Dose Shows Durability

Summary Caribou Biosciences' early data was good, but not that durable. However, this was the lowest dose cohort, and safety was manageable. If a higher dose, now ongoing, produces a durable response, this stock will likely go up. Caribou Biosciences (CRBU), founded by CRISPR pioneer Jennifer Doudna, is another CAR-T stock that has been down for months on end. Since my last coverage almost exactly a year ago, the stock is down 50%. Not a lot has happened with the company since then - which is one of the many reasons this stock is a laggard. Last year, we saw how the clinical hold on Allogene (ALLO) caused CRBU stock to falter. In October last year, the FDA placed a clinical hold on all 5 programs of Allogene following a report of a chromosomal abnormality in ALLO-501A CAR T cells in a patient treated in the ALPHA2 study. Per the company: The single case involves a patient with Stage IV transformed follicular lymphoma and c-myc rearrangement whose cancer was refractory to two prior lines of immune-chemotherapy and additional radiation therapy. The patient could not receive an autologous CD19 CAR T cell therapy due to manufacturing failure associated with inadequate expansion of autologous CAR T cells. Following infusion of ALLO-501A, the patient experienced Grade 1 CRS and Grade 2 ICANS, which required a course of high dose steroid therapy. The patient subsequently developed progressive pancytopenia and a bone marrow biopsy showed aplastic anemia and the presence of ALLO-501A CAR T cells with the chromosomal abnormality. Early translational data showed that the CAR T cells expanded, peaking on Day 28, and undergoing contraction thereafter. The patient had a partial response to ALLO-501A and subsequently underwent allogeneic stem cell transplantation. Prolonged cytopenia requiring rescue stem cell transplantation has been reported in autologous CAR T therapies. This has a direct bearing on Caribou. While it uses a different gene editing technology from Allogene - chRDNA, a type of Crispr, versus the latter’s TALEN, an older but more precise technology - there are enough similarities to warrant caution. The main concern is the TRAC (T Cell Receptor Alpha Constant) edit, which occurs under both programs, and which caused the pancytopenia in the Allogene patient. Even though the tech is different, these are the same edits. In January, the FDA lifted the clinical hold for Allogene, and the collective gene editing space heaved a sigh of relief. What they said: Investigations concluded that the chromosomal abnormality was unrelated to TALEN® gene editing or Allogene’s manufacturing process and had no clinical significance. The abnormality was not detected in any manufactured AlloCAR T product or in any other patient treated with the same ALLO-501A lot. The abnormality occurred in the patient after the cell product was administered. It involved regions of the T cell receptor and immunoglobulin genes known to undergo rearrangement as part of the T cell or B cell maturation process. I believe the FDA let it slide because there was just this one patient. Otherwise, there would have been further investigation - unrelated or not. In May, Caribou posted early data from the lowest dose cohort of lead candidate CB-010 in a phase 1 trial in penta- or more refractory NHL patients, and there was a strong drug response seen in patients, with all 5 of the 5 patients showing an overall response rate of 100%, while 80% of patients had no detectable evidence of cancer, i.e., they had a CR or complete response. The data was so good that the stock went up 30% despite some nagging safety issues - specifically, Grade 3 or 4 treatment emergent adverse events (TEAEs) developed in 5 of 6 patients.
분석 기사 Sep 16

Companies Like Caribou Biosciences (NASDAQ:CRBU) Are In A Position To Invest In Growth

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...

이익 및 매출 성장 예측

NasdaqGS:CRBU - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202835-182N/AN/A4
12/31/202730-157N/AN/A5
12/31/202626-125N/AN/A6
3/31/202611-133-102-101N/A
12/31/202511-148-112-111N/A
9/30/20259-157-128-126N/A
6/30/20259-164-136-133N/A
3/31/202510-148-142-138N/A
12/31/202410-149-145-138N/A
9/30/202411-148-132-124N/A
6/30/202433-123-133-120N/A
3/31/202433-115-115-103N/A
12/31/202334-102-105-93N/A
9/30/202335-95-108-97N/A
6/30/202314-111-99-91N/A
3/31/202315-108-106-97N/A
12/31/202214-99-98-91N/A
9/30/202213-91-93-87N/A
6/30/202213-85-86-80N/A
3/31/202211-73-78-75N/A
12/31/202110-67-36-33N/A
9/30/20218-63-22-19N/A
6/30/20215-50-14-13N/A
3/31/202112-38-4-4N/A
12/31/202012-34-35-33N/A
12/31/20196-23N/A-32N/A

애널리스트 향후 성장 전망

수입 대 저축률: CRBU 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: CRBU 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: CRBU 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: CRBU 의 수익(연간 44.4%)이 US 시장(연간 12.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: CRBU 의 수익(연간 44.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: CRBU는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/12 16:43
종가2026/06/12 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.

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 가이드YouTube 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

Caribou Biosciences, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Alec StranahanBofA Global Research
Leah Rush CannBrookline Capital Markets
Yigal NochomovitzCitigroup Inc