Denali Therapeutics 경영진
경영진 기준 점검 4/4
Denali Therapeutics CEO는 Ryan Watts, Aug2015 에 임명되었습니다 의 임기는 11.08 년입니다. 총 연간 보상은 $4.75M, 15.1% 급여 및 84.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $47.08M 가치에 해당하는 회사 주식의 1.4% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.7 년과 7.4 년입니다.
핵심 정보
Ryan Watts
최고경영자
US$4.8m
총 보수
| CEO 급여 비율 | 15.11% |
| CEO 재임 기간 | 11.1yrs |
| CEO 지분 보유율 | 1.4% |
| 경영진 평균 재임 기간 | 7.7yrs |
| 이사회 평균 재임 기간 | 7.4yrs |
최근 경영진 업데이트
Recent updates
새로운 내러티브 • Sep 04
Blood Brain Barrier Platform Risks Will Test This Rare Disease Pipeline Before Potential Upside
Catalysts About Denali Therapeutics Denali Therapeutics develops biologic medicines designed to cross the blood brain barrier for rare genetic and common neurodegenerative diseases. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 • Aug 21
Blood Brain Barrier Platform And Rare Disease Pipeline Will Shape Long Term Neurology Potential
Catalysts About Denali Therapeutics Denali Therapeutics develops biologic medicines designed to cross the blood brain barrier for rare genetic and common neurodegenerative diseases. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Aug 13
Denali Therapeutics: AVLAYAH Converts A Platform Story Into A Commercial One
Summary Denali Therapeutics (DNLI) is transitioning from a neuroscience platform to a commercial biotech with AVLAYAH, its FDA-approved rare-disease therapy. AVLAYAH's Q2 revenue of $3.6M is projected to triple in Q3, reflecting accelerating patient uptake and payer coverage progress. DNLI's TransportVehicle platform underpins a pipeline spanning enzymes, antibodies, and oligonucleotides, targeting both rare and large neurodegenerative markets. Valuation requires execution: AVLAYAH's commercial ramp and zafinofusp alfa's progress are critical, while Alzheimer’s programs offer significant long-term optionality. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 07
Brain Delivery Platform And Rare Disease Portfolio Will Support Long-Term Upside Potential
Catalysts About Denali Therapeutics Denali Therapeutics focuses on biologic medicines engineered to cross the blood brain barrier for rare genetic and common neurodegenerative diseases. What are the underlying business or industry changes driving this perspective?분석 기사 • May 08
We're Not Very Worried About Denali Therapeutics' (NASDAQ:DNLI) Cash Burn Rate
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Seeking Alpha • Mar 20
Denali Therapeutics: Vast Pipeline, First Approval Up Ahead
Summary Denali Therapeutics' stock has significantly dropped from $100 to $15 since 2021, but the company is now heavily derisked with promising product candidates nearing key milestones. Lead asset DNL310 shows strong biomarker data for Hunter syndrome, with plans for a BLA submission and accelerated approval by Q2 2025. The Biogen partnership for Parkinson’s Disease asset DNL151 includes substantial milestone payments and profit-sharing, highlighting its potential impact. Despite past failures, Denali's extensive pipeline and solid financial runway make it a compelling buy at current low stock prices. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Denali: Despite ALS Primary Endpoint Failure, Possible Path Forward Remains
Summary Denali Therapeutics Inc.'s DNL343 failed to meet the primary endpoint in the phase 2/3 HEALY ALS trial, but potential biomarker analyses in 2025 may offer a path forward. Despite the trial setback in ALS, Denali's stock remains stable due to continued pre-specified analyses expected in late 2025. BLA filing of tividenofusp alfa for the treatment of patients with MPS II remains on track under the Accelerated Approval Pathway Program in early 2025. Financially, Denali has $1.28 billion in cash but may need additional funding in 2025, posing a risk of shareholder dilution. Read the full article on Seeking Alpha분석 기사 • Dec 09
We're Hopeful That Denali Therapeutics (NASDAQ:DNLI) Will Use Its Cash Wisely
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Seeking Alpha • Aug 20
Denali Therapeutics: A Promising Biotech With Revolutionary BBB-Crossing Technology
Summary Denali Therapeutics' proprietary Transport Vehicle technology enables drug delivery across the blood-brain barrier, targeting neurodegenerative diseases. DNL310, targeting MPS II, and DNL343 for ALS are key drug candidates with potential, though competition is significant. The company’s $500 million capital raise supports its aggressive R&D investment, providing a runway for developing its pipeline. Despite its promising platform, DNLI still has a relatively high cash burn and regulatory hurdles before achieving drug approval. Due to Denali's high-risk, long-term biotech development, I deem DNLI a DCA "buy" for investors who understand the inherent risks. Read the full article on Seeking Alpha분석 기사 • Jul 26
Companies Like Denali Therapeutics (NASDAQ:DNLI) 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...분석 기사 • May 23
Revenues Not Telling The Story For Denali Therapeutics Inc. (NASDAQ:DNLI) After Shares Rise 25%
Denali Therapeutics Inc. ( NASDAQ:DNLI ) shareholders would be excited to see that the share price has had a great...Seeking Alpha • May 13
Denali Therapeutics: MPS Treatment Program Continues With End Of 2024 Data
Summary Denali Therapeutics Inc.'s DNL-310 is currently being explored in an ongoing phase 2/3 COMPASS study for treatment of patients with MPS II; Enrollment completion expected in 2024. Denali is in talks with CDER division of FDA to seek for Accelerated Approval pathway for DNL-310 for the treatment of patients with MPS II. Biomarker and safety data from a phase 1/2 study, using DNL-126 for the treatment of patients with MPS IIIA, expected end of 2024. Another promising program from the pipeline is the development of DNL-343, which is being advanced in the phase 2/3 HEALEY ALS Platform trial for treatment of patients with amyotrophic lateral sclerosis. Read the full article on Seeking Alpha분석 기사 • Apr 17
An Intrinsic Calculation For Denali Therapeutics Inc. (NASDAQ:DNLI) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Denali Therapeutics fair value estimate is US$30.71 Denali...분석 기사 • Mar 21
Denali Therapeutics Inc.'s (NASDAQ:DNLI) Price Is Right But Growth Is Lacking After Shares Rocket 25%
Those holding Denali Therapeutics Inc. ( NASDAQ:DNLI ) shares would be relieved that the share price has rebounded 25...Seeking Alpha • Mar 07
Denali: Leveraging Transport Vehicle Technology For Neurological Gains
Summary Denali's stock performance has been flat despite the biotech sector's 20% rise; recently raised $500 million in a PIPE. ALS trial failure with partner Sanofi pressured stock; Denali's focus is on transport vehicle (TV) technology and BBB crossing. Denali boasts a strong financial position with $1.53 billion in cash, extending operational runway significantly. Recommends "buy" based on Denali's innovative TV technology, financial health, and potential in neurological disorders despite biotech risks. Read the full article on Seeking Alpha분석 기사 • Feb 21
Companies Like Denali Therapeutics (NASDAQ:DNLI) 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...분석 기사 • Jan 26
Improved Revenues Required Before Denali Therapeutics Inc. (NASDAQ:DNLI) Shares Find Their Feet
Denali Therapeutics Inc.'s ( NASDAQ:DNLI ) price-to-sales (or "P/S") ratio of 7x might make it look like a buy right...분석 기사 • Nov 20
We're Not Very Worried About Denali Therapeutics' (NASDAQ:DNLI) Cash Burn Rate
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$511m |
| Mar 31 2026 | n/a | n/a | -US$508m |
| Dec 31 2025 | US$5m | US$718k | -US$513m |
| Sep 30 2025 | n/a | n/a | -US$499m |
| Jun 30 2025 | n/a | n/a | -US$479m |
| Mar 31 2025 | n/a | n/a | -US$454m |
| Dec 31 2024 | US$7m | US$690k | -US$423m |
| Sep 30 2024 | n/a | n/a | -US$427m |
| Jun 30 2024 | n/a | n/a | -US$420m |
| Mar 31 2024 | n/a | n/a | -US$137m |
| Dec 31 2023 | US$8m | US$670k | -US$145m |
| Sep 30 2023 | n/a | n/a | -US$124m |
| Jun 30 2023 | n/a | n/a | -US$128m |
| Mar 31 2023 | n/a | n/a | -US$371m |
| Dec 31 2022 | US$9m | US$645k | -US$326m |
| Sep 30 2022 | n/a | n/a | -US$303m |
| Jun 30 2022 | n/a | n/a | -US$284m |
| Mar 31 2022 | n/a | n/a | -US$286m |
| Dec 31 2021 | US$13m | US$610k | -US$291m |
| Sep 30 2021 | n/a | n/a | US$30m |
| Jun 30 2021 | n/a | n/a | US$56m |
| Mar 31 2021 | n/a | n/a | US$58m |
| Dec 31 2020 | US$9m | US$589k | US$71m |
| Sep 30 2020 | n/a | n/a | -US$228m |
| Jun 30 2020 | n/a | n/a | -US$216m |
| Mar 31 2020 | n/a | n/a | -US$215m |
| Dec 31 2019 | US$5m | US$567k | -US$198m |
보상 대 시장: Ryan의 총 보수(USD4.75M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.99M)보다 낮습니다.
보상과 수익: Ryan의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Ryan Watts (50 yo)
11.1yrs
재임 기간
US$4,751,515
보수
Dr. Ryan J. Watts, Ph D., serves as Director at PEEL Therapeutics, Inc. since February 2023. He is the Co-Founder of Denali Therapeutics Inc. and has been its President and Chief Executive Officer since Au...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 11.1yrs | US$4.75m | 1.4% $ 47.1m | |
| Co-Founder | 11.5yrs | US$4.26m | 0.42% $ 14.1m | |
| Chief Technical and Manufacturing Officer | 8.1yrs | 데이터 없음 | 데이터 없음 | |
| Chief Scientific Officer | 6.2yrs | 데이터 없음 | 데이터 없음 | |
| General Counsel | 7.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Commercial Officer | 5yrs | 데이터 없음 | 데이터 없음 | |
| Acting Chief Medical Officer & Head of Development | less than a year | 데이터 없음 | 0.13% $ 4.3m |
7.7yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 관리: DNLI의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 11.5yrs | US$4.75m | 1.4% $ 47.1m | |
| Independent Director | 11.4yrs | US$316.38k | 0.22% $ 7.4m | |
| Independent Chairperson | 1.3yrs | US$474.35k | 0.21% $ 7.0m | |
| Member of Scientific Advisory Board | no data | 데이터 없음 | 데이터 없음 | |
| Independent Director | 11.4yrs | US$311.38k | 0.045% $ 1.5m | |
| Member of Scientific Advisory Board | 5.8yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 8.5yrs | US$318.88k | 0.017% $ 580.5k | |
| Independent Director | 7.8yrs | US$301.38k | 0.016% $ 549.8k | |
| Independent Director | 4.3yrs | US$297.15k | 0.51% $ 17.2m | |
| Member of Scientific Advisory Board | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Board | 7.4yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.7yrs | US$306.38k | 0.0083% $ 280.1k |
7.4yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: DNLI의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.4 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 09:56 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 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.
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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 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
Denali Therapeutics Inc.는 33명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Baird |
| Joel Beatty | Baird |
| Charles Moore | Baird |