View ValuationEikon Therapeutics 향후 성장Future 기준 점검 0/6Eikon Therapeutics 의 수익은 연간 6.4% 감소할 것으로 예상되는 반면, 연간 수익은 75.6% 로 증가할 것으로 예상됩니다. EPS는 연간 48.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -198.5% 로 예상됩니다.핵심 정보-6.4%이익 성장률48.30%EPS 성장률Biotechs 이익 성장27.4%매출 성장률75.6%향후 자기자본이익률-198.49%애널리스트 커버리지Low마지막 업데이트03 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공고 • 19hEikon Therapeutics, Inc. Announces Appointment of Ma. Fatima D. Francisco as Independent Director and to the Compensation CommitteeEikon Therapeutics, Inc. appointed Ma. Fatima D. Francisco as an independent director to its Board of Directors, where Ms. Francisco will also serve on the Board’s Compensation Committee. Ms. Francisco most recently served as Chief Executive Officer, Baby, Feminine and Family Care at The Procter & Gamble Company, where she led one of the company's largest global business units. During her more than 35-year career at Procter & Gamble, she has held numerous leadership positions across marketing, innovation, commercial operations, and general management. She also serves on the Board of Directors of HP Inc. and Nestlé S.A., and previously served on the Board of Directors of Organon & Co.공고 • Aug 13Eikon Therapeutics Selects Dose For TeLuRide-006 Adaptive Phase 2/3 Trial Of EIK1001 In Advanced MelanomaEikon Therapeutics, Inc. announced the selection of a dose of 0.60 mg/m2 that will be employed in future for all patients randomized to receive EIK1001 in the TeLuRide-006 trial. This decision aligns with a recommendation from an independent DMC following a prespecified analysis of unblinded data. The DMC recommended that the TeLuRide-006 study continue as planned in all other respects. EIK1001 is an investigational, systemically administered dual-agonist of Toll-like receptors 7 and 8 designed to stimulate both innate and adaptive immune responses to malignancy. In Phase 1 trials of EIK1001, single-agent activity was observed in patients with advanced solid tumors. This mechanism may complement the antitumor immune response engendered by PD-(L)1 blockade. TeLuRide-006 (NCT06697301) is a global, multicenter, randomized, double-blind, adaptive Phase 2/3 registrational trial of EIK1001 or placebo, in combination with pembrolizumab, as first-line therapy for participants with advanced cutaneous melanoma.공고 • Aug 11Eikon Therapeutics, Inc. Announces Appointment of Johnny Bennett, Ph.D. to Scientific Advisory BoardEikon Therapeutics, Inc. had announced the addition of Johnny Bennett, Ph.D. to its Scientific Advisory Board. Dr. Bennett currently served as Vice President and Head of Discovery Chemistry at Merck Research Laboratories. A native of Scotland, Dr. Johnny Bennett earned his undergraduate and Ph.D. degrees from Heriot-Watt University in Edinburgh before beginning his career with N.V. Organon in the Netherlands in 1997. There, he worked across neuroscience and cardiovascular disease, with his neuroscience research culminating in the discovery of sugammadex (Bridion), the first medicine developed to rapidly reverse neuromuscular blockade following surgery. In recognition of this achievement, he was a co-recipient of both the American Chemical Society Heroes of Chemistry Award and the Royal Society of Chemistry Malcolm Campbell Memorial Award for outstanding contributions to the biological and medical sciences. After relocating to the United States in 2011, Dr. Bennett joined Merck as Senior Director of Discovery Chemistry in West Point before moving to lead the Discovery Chemistry organization at the company’s Boston site in 2012. He had since taken on a series of increasingly broad leadership roles within Merck’s Discovery Chemistry group, and was promoted to Vice President in 2022. Dr. Bennett also served as interim Head of Discovery Oncology in 2024. Earlier in 2026, Dr. Bennett was promoted to his current role of Vice President and Head of Discovery Chemistry. Dr. Bennett joined a distinguished group of scientists serving on the company’s Scientific Advisory Board, including: Eric Betzig, Ph.D., is a co-founder of Eikon, a professor at the University of California, Berkeley, and a 2014 Nobel laureate whose pioneering work in super-resolution microscopy helped provide the technological foundation for Eikon’s proprietary single molecule tracking (SMT) platform. Thomas Cech, Ph.D., is a Distinguished Professor of Biochemistry at the University of Colorado, Boulder and a 1989 Nobel laureate whose research established the ability of certain RNA molecules to behave as enzymes. Trey Ideker, Ph.D., is the Director of the Big Data Institute at the University of Oxford (UK), and a Professor of Medicine at the University of California, San Diego. He is a leader in computational approaches to understanding complex biological processes, including those associated with disease pathogenesis. Robert “Tij” Tjian, Ph.D., is a co-founder of Eikon, a professor of biochemistry, biophysics and structural biology and the Li Ka Shing Chancellor's Chair in Biology at the University of California, Berkeley, and former president of the Howard Hughes Medical Institute. Wendy B. Young, Ph.D., is an accomplished medicinal chemist and drug discovery executive who previously led small-molecule drug discovery research at Genentech and now advises biotechnology companies and serves as an advisor to GV (Google Ventures).공고 • Jul 27Eikon Therapeutics Doses First Patient in TeLuRide-008 Registrational Phase 2/3 Trial of EIK1001 in Non-Small Cell Lung CancerEikon Therapeutics, Inc. has dosed the first patient in TeLuRide-008, a Phase 2/3 registrational study evaluating EIK1001 in combination with pembrolizumab and histology-appropriate chemotherapy as first-line therapy for treatment-naïve patients with stage 4 Non-Small Cell Lung Cancer (NSCLC). TeLuRide-008 (NCT07365319) is a global, multicenter, double-blind, placebo-controlled, randomized adaptive Phase 2/3 study to evaluate the clinical activity and safety of EIK1001 administered intravenously in combination with pembrolizumab and histology-appropriate chemotherapy to systemic therapy-naïve participants with Stage 4 non-squamous or squamous NSCLC. The specific chemotherapy for non-squamous histology is pemetrexed plus either carboplatin or cisplatin, while for squamous histology it is carboplatin plus paclitaxel or nab-paclitaxel. The study is being conducted in two phases (Phase 2 and Phase 3) and will be analyzed in three parts (dose optimization, dose expansion and confirmatory hypothesis testing). TeLuRide-008 is the second registrational phase 2/3 trial for EIK1001. TeLuRide-006 (NCT06697301), which is enrolling patients with advanced malignant melanoma, was initiated in May of 2025. EIK1001 is an investigational, systemically administered dual-agonist of Toll-like receptors 7 and 8 designed to stimulate both innate and adaptive immune responses. In Phase 1 trials of EIK1001, single-agent activity was observed in patients with advanced malignancy. This mechanism may complement the antitumor immune response engendered by PD-(L)1 blockade. EIK1001 has been studied in over 500 patients and observed to be well-tolerated to date, both as a monotherapy, and in combination with PD-(L)1-specific antibody-based therapy.Seeking Alpha • Jul 20Eikon Therapeutics: Behind The Rough DebutSummary Eikon Therapeutics trades at a small discount to cash but lacks near-term catalysts and robust clinical data. EIK1001’s NSCLC Phase 2 results showed improved ORR and DCR over SOC, yet market reaction was muted and pivotal data are years away. EIK1003’s efficacy lags approved PARP inhibitors, and anemia rates, while lower, do not offset modest response rates. Read the full article on Seeking AlphaBoard Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Fama Francisco was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Jun 09Eikon Therapeutics, Inc. Announces Appointment of Ma. Fatima D. Francisco as Independent Director and Compensation Committee Member, Effective June 15, 2026Eikon Therapeutics, Inc. announced the appointment of Ma. Fatima D. Francisco as an independent director to Eikon’s Board of Directors, effective June 15, 2026. Ms. Francisco will also serve on the Compensation Committee of the Board. Ms. Francisco most recently served as Chief Executive Officer, Baby, Feminine and Family Care at The Procter & Gamble Company, where she led one of the company's largest global business units. During her more than 35-year career at Procter & Gamble, she has held numerous leadership positions across marketing, innovation, commercial operations and general management. She also serves on the Board of Directors of HP Inc. and Nestle S.A., and previously served on the Board of Directors of Organon & Co. Ms. Francisco holds a Bachelor of Science degree in Business Administration and Marketing from the University of the Philippines.New Risk • Mar 31New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$235m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$235m free cash flow). Earnings are forecast to decline by an average of 6.8% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$456m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).Recent Insider Transactions • Feb 09Independent Director recently bought US$2.0m worth of stockOn the 4th of February, Kenneth Frazier bought around 111k shares on-market at roughly US$18.00 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공고 • Feb 05Eikon Therapeutics, Inc. has completed an IPO in the amount of $381.1968 million.Eikon Therapeutics, Inc. has completed an IPO in the amount of $381.1968 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 21,177,600 Price\Range: $18 Discount Per Security: $1.26 Transaction Features: Sponsor Backed Offering이익 및 매출 성장 예측NasdaqGS:EIKN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028N/A-481-411N/A212/31/2027N/A-433-401-392412/31/2026N/A-367-358-32843/31/2026N/A-342-248-224N/A12/31/2025N/A-334-235-189N/A9/30/2025N/A-319-257-171N/A12/31/2024N/A-244-220-135N/A애널리스트 향후 성장 전망수입 대 저축률: EIKN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: EIKN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: EIKN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: EIKN 은(는) 내년에 수익이 없을 것으로 예상됩니다.고성장 매출: EIKN 은(는) 내년에 수익이 없을 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: EIKN는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/13 18:57종가2026/08/13 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Eikon Therapeutics, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jason ZemanskyBofA Global ResearchImogen MansfieldCantor Fitzgerald & Co.Lut Ming ChengJ.P. Morgan3명의 분석가 더 보기
공고 • 19hEikon Therapeutics, Inc. Announces Appointment of Ma. Fatima D. Francisco as Independent Director and to the Compensation CommitteeEikon Therapeutics, Inc. appointed Ma. Fatima D. Francisco as an independent director to its Board of Directors, where Ms. Francisco will also serve on the Board’s Compensation Committee. Ms. Francisco most recently served as Chief Executive Officer, Baby, Feminine and Family Care at The Procter & Gamble Company, where she led one of the company's largest global business units. During her more than 35-year career at Procter & Gamble, she has held numerous leadership positions across marketing, innovation, commercial operations, and general management. She also serves on the Board of Directors of HP Inc. and Nestlé S.A., and previously served on the Board of Directors of Organon & Co.
공고 • Aug 13Eikon Therapeutics Selects Dose For TeLuRide-006 Adaptive Phase 2/3 Trial Of EIK1001 In Advanced MelanomaEikon Therapeutics, Inc. announced the selection of a dose of 0.60 mg/m2 that will be employed in future for all patients randomized to receive EIK1001 in the TeLuRide-006 trial. This decision aligns with a recommendation from an independent DMC following a prespecified analysis of unblinded data. The DMC recommended that the TeLuRide-006 study continue as planned in all other respects. EIK1001 is an investigational, systemically administered dual-agonist of Toll-like receptors 7 and 8 designed to stimulate both innate and adaptive immune responses to malignancy. In Phase 1 trials of EIK1001, single-agent activity was observed in patients with advanced solid tumors. This mechanism may complement the antitumor immune response engendered by PD-(L)1 blockade. TeLuRide-006 (NCT06697301) is a global, multicenter, randomized, double-blind, adaptive Phase 2/3 registrational trial of EIK1001 or placebo, in combination with pembrolizumab, as first-line therapy for participants with advanced cutaneous melanoma.
공고 • Aug 11Eikon Therapeutics, Inc. Announces Appointment of Johnny Bennett, Ph.D. to Scientific Advisory BoardEikon Therapeutics, Inc. had announced the addition of Johnny Bennett, Ph.D. to its Scientific Advisory Board. Dr. Bennett currently served as Vice President and Head of Discovery Chemistry at Merck Research Laboratories. A native of Scotland, Dr. Johnny Bennett earned his undergraduate and Ph.D. degrees from Heriot-Watt University in Edinburgh before beginning his career with N.V. Organon in the Netherlands in 1997. There, he worked across neuroscience and cardiovascular disease, with his neuroscience research culminating in the discovery of sugammadex (Bridion), the first medicine developed to rapidly reverse neuromuscular blockade following surgery. In recognition of this achievement, he was a co-recipient of both the American Chemical Society Heroes of Chemistry Award and the Royal Society of Chemistry Malcolm Campbell Memorial Award for outstanding contributions to the biological and medical sciences. After relocating to the United States in 2011, Dr. Bennett joined Merck as Senior Director of Discovery Chemistry in West Point before moving to lead the Discovery Chemistry organization at the company’s Boston site in 2012. He had since taken on a series of increasingly broad leadership roles within Merck’s Discovery Chemistry group, and was promoted to Vice President in 2022. Dr. Bennett also served as interim Head of Discovery Oncology in 2024. Earlier in 2026, Dr. Bennett was promoted to his current role of Vice President and Head of Discovery Chemistry. Dr. Bennett joined a distinguished group of scientists serving on the company’s Scientific Advisory Board, including: Eric Betzig, Ph.D., is a co-founder of Eikon, a professor at the University of California, Berkeley, and a 2014 Nobel laureate whose pioneering work in super-resolution microscopy helped provide the technological foundation for Eikon’s proprietary single molecule tracking (SMT) platform. Thomas Cech, Ph.D., is a Distinguished Professor of Biochemistry at the University of Colorado, Boulder and a 1989 Nobel laureate whose research established the ability of certain RNA molecules to behave as enzymes. Trey Ideker, Ph.D., is the Director of the Big Data Institute at the University of Oxford (UK), and a Professor of Medicine at the University of California, San Diego. He is a leader in computational approaches to understanding complex biological processes, including those associated with disease pathogenesis. Robert “Tij” Tjian, Ph.D., is a co-founder of Eikon, a professor of biochemistry, biophysics and structural biology and the Li Ka Shing Chancellor's Chair in Biology at the University of California, Berkeley, and former president of the Howard Hughes Medical Institute. Wendy B. Young, Ph.D., is an accomplished medicinal chemist and drug discovery executive who previously led small-molecule drug discovery research at Genentech and now advises biotechnology companies and serves as an advisor to GV (Google Ventures).
공고 • Jul 27Eikon Therapeutics Doses First Patient in TeLuRide-008 Registrational Phase 2/3 Trial of EIK1001 in Non-Small Cell Lung CancerEikon Therapeutics, Inc. has dosed the first patient in TeLuRide-008, a Phase 2/3 registrational study evaluating EIK1001 in combination with pembrolizumab and histology-appropriate chemotherapy as first-line therapy for treatment-naïve patients with stage 4 Non-Small Cell Lung Cancer (NSCLC). TeLuRide-008 (NCT07365319) is a global, multicenter, double-blind, placebo-controlled, randomized adaptive Phase 2/3 study to evaluate the clinical activity and safety of EIK1001 administered intravenously in combination with pembrolizumab and histology-appropriate chemotherapy to systemic therapy-naïve participants with Stage 4 non-squamous or squamous NSCLC. The specific chemotherapy for non-squamous histology is pemetrexed plus either carboplatin or cisplatin, while for squamous histology it is carboplatin plus paclitaxel or nab-paclitaxel. The study is being conducted in two phases (Phase 2 and Phase 3) and will be analyzed in three parts (dose optimization, dose expansion and confirmatory hypothesis testing). TeLuRide-008 is the second registrational phase 2/3 trial for EIK1001. TeLuRide-006 (NCT06697301), which is enrolling patients with advanced malignant melanoma, was initiated in May of 2025. EIK1001 is an investigational, systemically administered dual-agonist of Toll-like receptors 7 and 8 designed to stimulate both innate and adaptive immune responses. In Phase 1 trials of EIK1001, single-agent activity was observed in patients with advanced malignancy. This mechanism may complement the antitumor immune response engendered by PD-(L)1 blockade. EIK1001 has been studied in over 500 patients and observed to be well-tolerated to date, both as a monotherapy, and in combination with PD-(L)1-specific antibody-based therapy.
Seeking Alpha • Jul 20Eikon Therapeutics: Behind The Rough DebutSummary Eikon Therapeutics trades at a small discount to cash but lacks near-term catalysts and robust clinical data. EIK1001’s NSCLC Phase 2 results showed improved ORR and DCR over SOC, yet market reaction was muted and pivotal data are years away. EIK1003’s efficacy lags approved PARP inhibitors, and anemia rates, while lower, do not offset modest response rates. Read the full article on Seeking Alpha
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Fama Francisco was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Jun 09Eikon Therapeutics, Inc. Announces Appointment of Ma. Fatima D. Francisco as Independent Director and Compensation Committee Member, Effective June 15, 2026Eikon Therapeutics, Inc. announced the appointment of Ma. Fatima D. Francisco as an independent director to Eikon’s Board of Directors, effective June 15, 2026. Ms. Francisco will also serve on the Compensation Committee of the Board. Ms. Francisco most recently served as Chief Executive Officer, Baby, Feminine and Family Care at The Procter & Gamble Company, where she led one of the company's largest global business units. During her more than 35-year career at Procter & Gamble, she has held numerous leadership positions across marketing, innovation, commercial operations and general management. She also serves on the Board of Directors of HP Inc. and Nestle S.A., and previously served on the Board of Directors of Organon & Co. Ms. Francisco holds a Bachelor of Science degree in Business Administration and Marketing from the University of the Philippines.
New Risk • Mar 31New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$235m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$235m free cash flow). Earnings are forecast to decline by an average of 6.8% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$456m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).
Recent Insider Transactions • Feb 09Independent Director recently bought US$2.0m worth of stockOn the 4th of February, Kenneth Frazier bought around 111k shares on-market at roughly US$18.00 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공고 • Feb 05Eikon Therapeutics, Inc. has completed an IPO in the amount of $381.1968 million.Eikon Therapeutics, Inc. has completed an IPO in the amount of $381.1968 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 21,177,600 Price\Range: $18 Discount Per Security: $1.26 Transaction Features: Sponsor Backed Offering