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Definium Therapeutics, Inc.

NasdaqGS:DFTX 주식 리포트

시가총액: US$5.4b

  • 회사 개요
    • 가치 평가
    • 미래 성장
    • 과거 실적
    • 재무 건전성
    • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

Definium Therapeutics 경영진

경영진 기준 점검 1/4

Definium Therapeutics CEO는 Rob Barrow, Jun2021 에 임명되었습니다 의 임기는 5.25 년입니다. 총 연간 보상은 $12.77M, 5.1% 급여 및 94.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $48.34M 가치에 해당하는 회사 주식의 0.89% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.8 년과 4.9 년입니다.

핵심 정보

Rob Barrow

최고경영자

US$12.8m

총 보수

CEO 급여 비율5.13%
CEO 재임 기간5.3yrs
CEO 지분 보유율0.9%
경영진 평균 재임 기간1.8yrs
이사회 평균 재임 기간4.9yrs

최근 경영진 업데이트

Recent updates

User avatar
내러티브 업데이트 • Sep 04

DFTX: Phase 3 Mood Disorder Wins And Psychedelic Policy Should Drive Returns

Analysts have nudged their fair value estimate for Definium Therapeutics to $52 from $50, citing stronger assumptions around DT120’s revenue potential and margins after a series of higher price targets across the Street, following positive Phase 3 data in major depressive disorder and generalized anxiety disorder. Analyst Commentary Street research on Definium Therapeutics over the past several months has clustered around one core theme.
User avatar
내러티브 업데이트 • Aug 21

DFTX: Phase 3 Mood Disorder Data Will Recast Psychedelic Treatment Potential

Definium Therapeutics' analyst fair value estimate has moved from $59.47 to $67.47 as analysts factor in stronger Phase 3 data for DT120 in major depressive disorder and generalized anxiety disorder, updated approval probabilities, and larger modeled commercial opportunities reflected in a series of higher Street price targets. Analyst Commentary Street research on Definium Therapeutics has shifted noticeably in recent months, with several firms updating valuation models for DT120 in major depressive disorder and generalized anxiety disorder following Phase 3 data and capital raising activity.
Seeking Alpha • Aug 12

Definium Therapeutics: 'Strong Buy' On Positive DT120 ODT Data, Two Indications, And September 2026 Catalyst

Summary Definium Therapeutics remains a 'Strong Buy' following positive phase 3 VOYAGE data for DT120 ODT in generalized anxiety disorder [GAD]. The company's DT120 ODT achieved a statistically significant -5.4 placebo-adjusted reduction in HAM-A score at 12 weeks in GAD, highlighting best-in-class potential. Upcoming catalysts include phase 3 PANORAMA GAD data in September 2026 and ASCEND MDD topline results in 2027. The company is well-capitalized with $1.1B in cash, supporting operations into 2030 and multiple late-stage neuropsychiatric programs. Read the full article on Seeking Alpha
User avatar
내러티브 업데이트 • Aug 07

DFTX: Phase 3 Mood Disorder Data And Psychedelic Policy Will Shape Returns

Analysts lifted their fair value estimate for Definium Therapeutics to $50, citing a series of higher Street price targets in the $57 to $74 range. These targets reflect increased conviction in DT120 following strong Phase 3 data in major depressive disorder and generalized anxiety disorder, a wider anticipated patient footprint, and a regulatory backdrop that is viewed as more supportive for psychedelic treatments.
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
새로운 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?
User avatar
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?
User avatar
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

CEO 보수 분석

Rob Barrow의 보수는 Definium Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

-US$354m

Mar 31 2026n/an/a

-US$238m

Dec 31 2025US$13mUS$655k

-US$184m

Sep 30 2025n/an/a

-US$168m

Jun 30 2025n/an/a

-US$115m

Mar 31 2025n/an/a

-US$78m

Dec 31 2024US$3mUS$624k

-US$109m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$102m

Mar 31 2024n/an/a

-US$125m

Dec 31 2023US$2mUS$599k

-US$96m

Sep 30 2023n/an/a

-US$77m

Jun 30 2023n/an/a

-US$75m

Mar 31 2023n/an/a

-US$63m

Dec 31 2022US$5mUS$672k

-US$57m

Sep 30 2022n/an/a

-US$69m

Jun 30 2022n/an/a

-US$69m

Mar 31 2022n/an/a

-US$98m

Dec 31 2021US$12mUS$350k

-US$93m

보상 대 시장: Rob의 총 보수(USD12.77M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.42M)보다 높습니다.

보상과 수익: Rob의 보상은 회사가 적자임에도 증가했습니다.


CEO

Rob Barrow (37 yo)

5.3yrs
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

이름직위재임 기간보수지분
Robert Barrow
CEO & Director5.3yrsUS$12.77m0.89%
$ 48.3m
Brandi Roberts
Chief Financial Officer1.3yrsUS$5.33m0.098%
$ 5.3m
Daniel Karlin
Chief Medical Officer5.6yrsUS$4.00m0.45%
$ 24.3m
Scott Freeman
Co-Founder & Clinical Advisorno dataUS$501.19k데이터 없음
Leonard Latchman
Co-Founderno data데이터 없음데이터 없음
Peter Mack
Senior Vice President of Pharmaceutical Development & Operations1.7yrs데이터 없음데이터 없음
Gitanjali Ogawa
VP & Head of Investor Relationsno data데이터 없음데이터 없음
Mark Sullivan
Chief Legal Officer & Corporate Secretary3.4yrsUS$1.16m0.093%
$ 5.0m
Beth Calitri
Vice President of Corporate Communications1.3yrs데이터 없음데이터 없음
Stephanie Fagan
Chief Corporate Affairs Officer2.2yrs데이터 없음데이터 없음
Gregg Pratt
Chief Regulatory & Quality Assurance Officer1.8yrs데이터 없음데이터 없음
Matthew Wiley
Chief Commercial Officer1.5yrs데이터 없음0.27%
$ 14.6m
1.8yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: DFTX의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.8 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Robert Barrow
CEO & Director4.8yrsUS$12.77m0.89%
$ 48.3m
Carol Vallone
Independent Chairperson5yrsUS$496.83k0.012%
$ 665.8k
David Gryska
Independent Director3.3yrsUS$458.83k0.0079%
$ 427.3k
Suzanne Bruhn
Independent Director4.1yrsUS$457.83k0.015%
$ 789.6k
Robert Malenka
Chair of Scientific Advisory Board5.5yrs데이터 없음데이터 없음
Robert Dworkin
Member of Scientific Advisory Board5.1yrs데이터 없음데이터 없음
Maurizio Fava
Member of Scientific Advisory Board5.3yrs데이터 없음데이터 없음
Andreas Krebs
Independent Vice Chairman5yrsUS$484.83k0.011%
$ 607.9k
Roger Crystal
Independent Director4.1yrsUS$456.83k0.015%
$ 789.6k
Nzinga Harrison
Member of Scientific Advisory Board1.9yrs데이터 없음데이터 없음
Peter Bergethon
Member of Scientific Advisory Board5.3yrs데이터 없음데이터 없음
Maria Oquendo
Member of Scientific Advisory Board4.8yrs데이터 없음데이터 없음
4.9yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: DFTX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/15 00:02
종가2026/09/15 00:00
수익2026/06/30
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 *
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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.

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Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Definium Therapeutics, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher ChenBaird
null nullBaird
Joel BeattyBaird

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