Definium Therapeutics 경영진
경영진 기준 점검 1/4
Definium Therapeutics CEO는 Rob Barrow, Jun2021 에 임명되었습니다 의 임기는 5.08 년입니다. 총 연간 보상은 $12.77M, 5.1% 급여 및 94.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $47.41M 가치에 해당하는 회사 주식의 0.83% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.7 년과 4.8 년입니다.
핵심 정보
Rob Barrow
최고경영자
US$12.8m
총 보수
| CEO 급여 비율 | 5.13% |
| CEO 재임 기간 | 5.1yrs |
| CEO 지분 보유율 | 0.8% |
| 경영진 평균 재임 기간 | 1.7yrs |
| 이사회 평균 재임 기간 | 4.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jul 24
DFTX: Phase 3 Depression Success Will Recast Psychedelic Treatment Potential
Analysts have raised their fair value estimate for Definium Therapeutics from about $35.23 to roughly $59.47, citing increased confidence in DT120 following Phase 3 major depressive disorder data, as well as a more favorable regulatory stance on psychedelic therapies, as key factors behind the higher price targets across the Street. Analyst Commentary Street commentary on Definium Therapeutics centers on how DT120's Phase 3 data in major depressive disorder feeds into valuation, execution risk, and the broader outlook for psychedelic-based therapies.
내러티브 업데이트 • Jul 10
DFTX: Phase 3 Depression Data Will Drive Repricing Of Psychedelic Franchise
Definium Therapeutics' analyst fair value estimate has moved from about $63.18 to $72.73. This reflects analysts' updated price targets around $57 to $74 after stronger than expected DT120 Phase 3 data in major depressive disorder and generalized anxiety disorder indications, as well as model changes following the recent $805m capital raise.
내러티브 업데이트 • Jun 26
DFTX: Phase 3 Depression Data Will Likely Prove Priced In
Definium Therapeutics' updated fair value estimate has moved from $20.00 to about $35.66 as analysts raise price targets into the $57 to $74 range, citing strong Phase III EMERGE data for DT120 in major depressive disorder and increased confidence in the program across additional indications. Analyst Commentary Recent Street research on Definium Therapeutics centers on the Phase III EMERGE data for DT120 in major depressive disorder, with multiple firms updating their models and adjusting price targets to reflect the reported effect size, durability of response, and safety profile.Seeking Alpha • Jun 23
Definium: Phase 3 MDD Data Wins Over Wall Street, But Caution Still Advised
Summary Definium Therapeutics surged ~50% after positive Phase 3 EMERGE data for DT120 in major depressive disorder, demonstrating rapid, robust, and durable efficacy. DTFX's DT120 showed a -8.1 point MADRS score improvement over placebo at week 6, with promising safety and single-dose administration in a controlled setting. Despite $373.4m cash and a $500m raise, DTFX's $4bn pre-commercial valuation appears high given remaining regulatory, commercial, and competitive uncertainties. I maintain a Hold rating, preferring to await upcoming Phase 3 GAD and ASCEND MDD data to clarify DT120’s risk/reward profile before considering a more bullish stance. Read the full article on Seeking Alpha새로운 내러티브 • Apr 02
Phase III Psychedelic Readouts And Breakthrough Status Will Reshape Anxiety And Depression Treatment
Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelics-based medicines for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?새로운 내러티브 • Mar 19
Pivotal Phase III Readouts And Breakthrough Status Will Redefine Psychedelic Psychiatry Potential
Catalysts About Definium Therapeutics Definium Therapeutics develops late stage psychedelic based therapies targeting psychiatric and neurodevelopmental disorders. What are the underlying business or industry changes driving this perspective?새로운 내러티브 • Mar 04
Psychedelic Trial Setbacks And Costly REMS Model Will Test This Long Term Opportunity
Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelic based treatments for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Apr 21
Mind Medicine: Initiating Hold Rating Due To Regulatory Challenges
Summary Initiating coverage on Mind Medicine with a Hold rating due to regulatory uncertainties around rescheduling Schedule I compounds for medical use. Despite strong cash resources and promising Phase 3 trials, regulatory delays could hinder MNMD's patient access and market entry. The global GAD, MDD, and ASD markets present significant growth opportunities, but MM120 faces competition and unique safety and scheduling issues. Positive Phase 3 outcomes could drive regulatory progress, but until FDA and DEA clear rescheduling, broad patient access and reimbursement remain uncertain. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
MindMed's LSD Anxiety Drug: Revisiting, Rethinking, But Maintaining My 'Hold' Call
Summary Mind Medicine (MindMed) Inc.'s stock has surged over 160% since my October 2022 “Hold” call, driven by positive Phase 2b data for MM120 in treating GAD. Despite financial stability and promising Phase 3 trials, significant hurdles remain, including DEA rescheduling of LSD and FDA approval challenges. The company faces issues with patenting naturally occurring substances and potential reluctance from insurers and physicians to adopt psychedelic therapies. While MindMed shows progress, I remain cautious due to regulatory and commercial obstacles, maintaining my “Hold” rating on MNMD amidst ongoing uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
Mind Medicine: Two Pathways Created From One Pipeline Clinical Candidate
Summary Mind Medicine (MindMed) Inc. is advancing MM-120 for GAD with two phase 3 trials, VOYAGE and PANORAMA, starting in late 2024 and early 2025. MM-120 is also being tested for MDD in the phase 3 EMERGE study, starting in the first half of 2025, with data expected in late 2026. The company has secured funding through 2027, following a public offering, and burns approximately $24.5 million in cash per quarter. Investors should watch for key milestones in 2026 and consider risks related to trial outcomes and regulatory approval for MM-120 and MM-402. Read the full article on Seeking AlphaSeeking Alpha • Aug 15
Psychedelic Stocks: Focus On Their Cash
Summary Jason Najum covers the psychedelic space and contextualizes recent news around the FDA, MDMA, PTSD, and Lykos Therapeutics. Why it may be a blessing in disguise for Cybin, COMPASS Pathways, and MindMed despite setbacks. Major players in the psychedelic medicine space are well-funded, moving into Phase 3 trials, with potential for significant milestones in the near future. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors
Summary Mind Medicine's (MindMed) results from phase 1 investigator-initiated trial, using MM-402 for the treatment of patients with Autism Spectrum Disorder, expected Q2 of 2024. The primary endpoint of the phase 2b MMED008 study met with statistical significance of HAM-A score over a 4-week period; Patients were given MM-120 to treat GAD. The global Generalized Anxiety Disorder treatment market is expected to reach $4.26 billion by 2033. MindMed has a backup candidate in its pipeline, MM-402, which still uses MDMA targeting for disorders, but with an improved safety profile; this would be MDMA types R[-]-MDMA, S[+]-MDMA and R/S-MDMA. Read the full article on Seeking AlphaSeeking Alpha • Apr 04
Mind Medicine: GAD Program Success Continues With BTD And Positive Treatment Data
Summary Mind Medicine (MindMed) Inc. achieved positive results from phase 2b MMED008 study using MM-120 for the treatment of patients with generalized anxiety disorder. End-of-phase 2 meeting with the FDA for MM-120 program for GAD 1st half of 2024 and phase 3 trial initiation expected 2nd half of 2024. The global generalized anxiety disorder treatment market is expected to reach $4.26 billion by 2033. MM-402 is being advanced in a phase 1 study for the treatment of patients with ASD with results expected 1st half of 2024; The global autism spectrum disorder market could grow to $3.42 billion by 2030. Read the full article on Seeking AlphaSeeking Alpha • Feb 02
Mind Medicine: Positive MM-120 Data Leads To Other 2024 Catalysts
Summary Primary endpoint met of HAM-A scores at week 4 met in phase 2b MMED008 study, when Generalized Anxiety Disorder patients were given MM-120. 12-week HAM-A results from phase 2b MMED008 study in GAD to be released end of Q1 of 2024 with full data set at upcoming medical meeting in 2024. End of phase 2 meeting with FDA to discuss advancement of MM-120 for GAD expected in the 1st half of 2024; Phase 3 trial initiation expected 2nd half of 2024. The generalized anxiety disorder market size is estimated to reach $8.1 billion by 2027. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$238m |
| Dec 31 2025 | US$13m | US$655k | -US$184m |
| Sep 30 2025 | n/a | n/a | -US$168m |
| Jun 30 2025 | n/a | n/a | -US$115m |
| Mar 31 2025 | n/a | n/a | -US$78m |
| Dec 31 2024 | US$3m | US$624k | -US$109m |
| Sep 30 2024 | n/a | n/a | -US$98m |
| Jun 30 2024 | n/a | n/a | -US$102m |
| Mar 31 2024 | n/a | n/a | -US$125m |
| Dec 31 2023 | US$2m | US$599k | -US$96m |
| Sep 30 2023 | n/a | n/a | -US$77m |
| Jun 30 2023 | n/a | n/a | -US$75m |
| Mar 31 2023 | n/a | n/a | -US$63m |
| Dec 31 2022 | US$5m | US$672k | -US$57m |
| Sep 30 2022 | n/a | n/a | -US$69m |
| Jun 30 2022 | n/a | n/a | -US$69m |
| Mar 31 2022 | n/a | n/a | -US$98m |
| Dec 31 2021 | US$12m | US$350k | -US$93m |
보상 대 시장: Rob의 총 보수(USD12.77M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.28M)보다 높습니다.
보상과 수익: Rob의 보상은 회사가 적자임에도 증가했습니다.
CEO
Rob Barrow (37 yo)
5.1yrs
재임 기간
US$12,767,442
보수
Mr. Robert Barrow, also known as Rob, serves as Chief Executive Officer at Mind Medicine (MindMed) Inc since June 9, 2021 and serves a its Director since December 13, 2021. He served as Chief Development O...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 5.1yrs | US$12.77m | 0.83% $ 47.4m | |
| Chief Financial Officer | 1.1yrs | US$5.33m | 0.052% $ 3.0m | |
| Chief Medical Officer | 5.4yrs | US$4.00m | 0.38% $ 21.7m | |
| Co-Founder & Clinical Advisor | no data | US$501.19k | 데이터 없음 | |
| Co-Founder | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Pharmaceutical Development & Operations | 1.5yrs | 데이터 없음 | 데이터 없음 | |
| VP & Head of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Chief Legal Officer & Corporate Secretary | 3.3yrs | US$1.16m | 0.24% $ 13.8m | |
| Vice President of Corporate Communications | 1.2yrs | 데이터 없음 | 데이터 없음 | |
| Chief Corporate Affairs Officer | 2yrs | 데이터 없음 | 데이터 없음 | |
| Chief Regulatory & Quality Assurance Officer | 1.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Commercial Officer | 1.3yrs | 데이터 없음 | 0.13% $ 7.5m |
1.7yrs
평균 재임 기간
53yo
평균 나이
경험이 풍부한 관리: DFTX의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 4.6yrs | US$12.77m | 0.83% $ 47.4m | |
| Independent Chairperson | 4.8yrs | US$496.83k | 0.012% $ 714.0k | |
| Independent Director | 3.1yrs | US$458.83k | 0.0080% $ 458.4k | |
| Independent Director | 3.9yrs | US$457.83k | 0.015% $ 847.0k | |
| Chair of Scientific Advisory Board | 5.3yrs | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Board | 4.9yrs | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Board | 5.1yrs | 데이터 없음 | 데이터 없음 | |
| Independent Vice Chairman | 4.8yrs | US$484.83k | 0.011% $ 652.1k | |
| Independent Director | 3.9yrs | US$456.83k | 0.015% $ 847.0k | |
| Member of Scientific Advisory Board | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Board | 5.1yrs | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Board | 4.7yrs | 데이터 없음 | 데이터 없음 |
4.8yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: DFTX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/26 22:03 |
| 종가 | 2026/07/24 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석가 소스
Definium Therapeutics, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Chen | Baird |
| null null | Baird |
| Joel Beatty | Baird |