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89bio, Inc.NasdaqGM:ETNB 주식 보고서

시가총액 US$2.3b
주가
US$14.84
US$29.3
49.4% 저평가 내재 할인율
1Y85.7%
7D0.3%
포트폴리오 가치
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89bio, Inc.

NasdaqGM:ETNB 주식 리포트

시가총액: US$2.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

89bio (ETNB) 주식 개요

임상 단계의 바이오 제약 회사인 89bio는 간 및 심장 대사 질환 치료를 위한 치료제 개발 및 상용화에 종사하고 있습니다. 자세히 보기

ETNB 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장0/6
과거 실적0/6
재무 건전성5/6
배당0/6

위험 분석

지난 1년 동안 주주가 크게 희석되었습니다.

수익이 USD$1m 미만입니다($0)

지난 3개월 동안 주가 변동성이 US 시장과 비교했을 때 매우 높았습니다.

현재 수익성이 없으며 향후 3년 동안 수익을 낼 것으로 예상되지 않습니다.


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89bio, Inc. 경쟁사

가격 이력 및 성과

89bio 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$14.84
52주 최고가US$15.06
52주 최저가US$4.16
베타1.26
1개월 변동0.95%
3개월 변동56.21%
1년 변동85.73%
3년 변동59.40%
5년 변동-40.45%
IPO 이후 변동-28.65%

최근 뉴스 및 업데이트

Seeking Alpha • Sep 18

89bio: Pegozafermin MASH Drug Advancement Nets Roche Acquisition

Summary Roche has agreed to acquire 89bio for up to $3.5 billion, driven by pegozafermin's promise in MASH and SHTG. ETNB shareholders will receive $14.50 per share in cash upfront, with an additional $6.00 per share via non-tradeable CVRs tied to milestones. Pegozafermin's best-in-disease profile and accelerated approval pathways for MASH were key to Roche's interest, despite competition from GSK and Akero. The acquisition relieves ETNB's cash runway concerns, but risks remain regarding deal closure, milestone achievement, and competitive landscape. Read the full article on Seeking Alpha
분석 기사 • May 22

Is 89bio (NASDAQ:ETNB) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Apr 17

89bio: Primary Asset Targeting 2 Potential Indications And Is In Late-Stage Development

Summary 89bio, Inc. is a clinical-stage biotech focused on liver and cardio-metabolic diseases, with its lead drug candidate pegozafermin in late-stage development. Analysts are mostly optimistic on the company, and 89bio has recently addressed its near-term funding needs. ETNB stock is trading much lower than the first time I looked at it just over a year and a half ago. An updated analysis around 89bio, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Sep 18

89bio: Pegozafermin MASH Drug Advancement Nets Roche Acquisition

Summary Roche has agreed to acquire 89bio for up to $3.5 billion, driven by pegozafermin's promise in MASH and SHTG. ETNB shareholders will receive $14.50 per share in cash upfront, with an additional $6.00 per share via non-tradeable CVRs tied to milestones. Pegozafermin's best-in-disease profile and accelerated approval pathways for MASH were key to Roche's interest, despite competition from GSK and Akero. The acquisition relieves ETNB's cash runway concerns, but risks remain regarding deal closure, milestone achievement, and competitive landscape. Read the full article on Seeking Alpha
분석 기사 • May 22

Is 89bio (NASDAQ:ETNB) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Apr 17

89bio: Primary Asset Targeting 2 Potential Indications And Is In Late-Stage Development

Summary 89bio, Inc. is a clinical-stage biotech focused on liver and cardio-metabolic diseases, with its lead drug candidate pegozafermin in late-stage development. Analysts are mostly optimistic on the company, and 89bio has recently addressed its near-term funding needs. ETNB stock is trading much lower than the first time I looked at it just over a year and a half ago. An updated analysis around 89bio, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

89bio's Pegozafermin Is Now Gaining Momentum

Summary 89bio's main value driver is Pegozafermin. It has two Phase 3 trials: one for MASH and the other for SHTG. Management mentioned we should get its SHTG topline data by 2H2025. This could be a pivotal milestone for ETNB's long-term prospects. After AKRO’s recent Phase 2b data, I think ETNB’s prospects have improved because it indirectly validated its FGF21 approach as well. I still have some cash burn concerns, even after the recent $250 million raise. However, ETNB has ample upside potential if it’s successful. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

89bio: Advancement Of Pegozafermin For SHTG Is Another Path Forward

Summary 89bio, Inc. results from the phase 3 ENTRUST study using pegozafermin for the treatment of patients with Severe Hypertriglyceridemia are expected in the 2nd half of 2025. Prior data from the phase 2 ENTRIGUE study indicated that patients treated with all doses of pegozafermin were able to achieve the primary endpoint with statistical significance. The global severe hypertriglyceridemia treatment market is expected to reach $2.67 billion by 2033. Pegozafermin is also being explored in the two phase 3 studies ENLIGHTEN-fibrosis and ENLIGHTEN-cirrhosis, which target patients with non-cirrhotic F2-F3 MASH and compensated cirrhotic F4 MASH. Read the full article on Seeking Alpha
Seeking Alpha • Oct 29

89bio: Surviving A Competitive Space - For Now

Summary Madrigal's resmetirom approval impacted THR-β stocks positively, while non-THR-β stocks like 89bio's pegozafermin fell, highlighting a market preference for THR-β mechanisms. Pegozafermin, an FGF21 analog, showed promising Phase 2b results, but faces competition from other FGF21 molecules and GLP-1 drugs with strong efficacy. The MASH market is expected to diversify across multiple mechanisms, suggesting a strategy of spreading investments rather than focusing on a single approach. ETNB has a solid financial runway but faces risks from GLP-1 data and competition within the FGF21 space, making it a Hold for now. Read the full article on Seeking Alpha
분석 기사 • Sep 26

Health Check: How Prudently Does 89bio (NASDAQ:ETNB) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Aug 07

89bio: Bullish In Light Of Further MOA Being Established By Peer

Summary 89bio, Inc. has two phase 3 studies underway, known as ENLIGHTEN-Fibrosis and ENLIGHTEN-Cirrhosis, which are using pegozafermin to target F2 — F3 and F4 compensated cirrhosis MASH patients respectively. The promise of the two ongoing phase 3 ENLIGHTEN studies is that there was alignment gained with the FDA that each could use an interim analysis endpoint for potential Accelerated Approval. The global non-alcoholic steatohepatitis market is projected to reach $24.26 billion by 2028. Results from the ongoing phase 3 ENTRUST study, using pegozafermin for the treatment of patients with severe hypertriglyceridemia, expected in 2025. Read the full article on Seeking Alpha
Seeking Alpha • May 23

89bio: Pegozafermin Could Be A Game-Changer For Liver Disease - Strong Buy

Summary 89bio is a clinical-stage biopharmaceutical company that develops therapies for liver and cardiometabolic conditions. Their drug candidate, pegozafermin, has shown positive results in reducing liver fat and insulin resistance and is in phase 3 trials for metabolic dysfunction-associated steatohepatitis (MASH) and severe hypertriglyceridemia (SHTG). Pegozafermin has the potential to tap into a large market and has been granted FDA Breakthrough Therapy designation for treating MASH with fibrosis. Due to its metabolic regulation properties, pegozafermin's broader potential includes applications in Type 2 Diabetes, obesity, and other inflammatory diseases. I rate ETNB stock a “strong buy” due to Pegozafermin’s promising clinical data, substantial market potential, and robust financials. Read the full article on Seeking Alpha
Seeking Alpha • Oct 06

89bio Still Has A Chance As NASH Race Heats Up

Summary 89bio's share price is up >100% over the past three months. The company is developing Pegozafermin, a potential therapy for NASH and SHTG. Data released by Akero for its drug Efruxifermin - which has the same mechanism of action as Pego - suggested it would meet the FDA's approval criteria in NASH. 89bio will release Phase 2b NASH data in Q123 - there's a chance its data could be as strong as Akero's. 89Bio is a gamble - this is a small biotech taking on industry giants in a field where no drug has ever been approved. Risk-on investors may sense opportunity, however. Overview - Akero's Data for FGF21 Mimic EFX Is Best In Class For NASH - 89bio's Pegozafermin Has Same MoA At the beginning of September, the share price of Akero Therapeutics (AKRO) - a small biotech ~7% owned by Pharma giant Pfizer (PFE) - rose from $12, to $27, and a few days later, from $27, to $40 - an overall gain of 233%. The reason for the gains was the company's publication of data from a Phase 2b trial - HARMONY - of its lead asset, Efruxifermin ("EFX') in patients with pre-cirrhotic nonalcoholic steatohepatitis ("NASH"), fibrosis stage 2 or 3 ("F2-F3"). In the study, at the 50mg and 28mg dose levels, 41% and 39% of EFX-treated patients respectively experienced at least a one-stage improvement in liver fibrosis with no worsening of NASH by Week 24, compared to 20% within the placebo group. The secondary goal of the study - achieving NASH resolution without worsening of fibrosis - also was achieved, with 76% of the 50mg arm and 47% of the 28mg arm meeting this criteria, vs. 15% of patients in the placebo arm. Given that the FDA's approval criteria for a NASH drug is improvement of ≥1 stage in fibrosis with no worsening of NASH, or improvement in NASH resolution with no worsening of fibrosis, hopes are high that Akero could wind up winning the "NASH Dash," the race to be the first drug approved to treat the disease, which has a prevalence of ~16.5m cases, expected to rise to 27m cases by 2030, and is the "fastest growing reason for a liver transplant in the United States," according to the subject of this article - 89bio (ETNB). Akero's drug EFX is engineered to mimic the biological activity profile of native FGF21. As I explained in my last note on 89bio: FGF21 is an "endogenous metabolic hormone that regulates energy homeostasis, glucose-lipid-protein metabolism and insulin sensitivity", which is secreted primarily by the liver, and has been clinically proven to reduce liver steatosis by increasing fatty acid oxidation, reducing free fatty acid deposits migrating from peripheral tissue to the liver, and reducing de-novo lipogenesis ("DNL"). 89bio has developed its own NASH candidate, now called Pegozafermin, which is a "a specifically engineered glycoPEGylated analog of fibroblast growth factor 21 (“FGF21”)." In other words, it had the same mechanism of action ("MoA") as Akero's EFX. A third company, pharma giant Novo Nordisk (NVO), also has a NASH candidate targeting FGF21. 89bio's share price has also been rising in recent months - by >140% since early July, no doubt due to the progress being made by Akero, but while Akero's market cap valuation currently stands at $1.83bn, 89bio's is just $266m 89bio - Progress to Date In an expansion cohort of a Phase 1b/2a study, in which 19 of 20 patients received end-of-treatment biopsies, Pegozafermin demonstrated clinically meaningful changes on endpoints including 26% of patients achieving a one-point or more improvement in fibrosis, and 47% achieving NASH resolution or improvement in fibrosis. The data does not seem quite as strong as Akero's, although there was only one patient withdrawal, out of 81 total patients, vs. five in the EFX study, out of 72 patients, suggesting Pegozafermin may have the superior safety profile. Pegozafermin also performed well across a host of other endpoints, including NAFLD Activity Score (NAFLD stands for Non-alcoholic Fatty Liver Disease which can lead to NASH) - 63% of patients had a 2-point or more improvement in NASH and no worsening of fibrosis - liver fat reduction - 50% of patients in Cohort 6 achieved a 50% of higher reduction in liver fat, and >70% in Cohort 4 and 7 - and reduction in alanine transaminase ("ALT") levels, with the same cohorts all achieving >40% reduction, versus 4% of the placebo arm. Based on the positive data, 89bio now has a fully enrolled Phase 2b study - ENLIVEN - ongoing, as shown in the diagram below: 89Bio Phase 2b study design (89Bio) The study will read out data in Q123, management promises in its Q222 10Q submission, whilst also noting that it has: completed a pharmacokinetic study of pegozafermin in NASH patients with compensated cirrhosis (fibrosis stage F4) demonstrating that pegozafermin 30 mg has similar single-dose pharmacokinetics and pharmacodynamics in F4 as it does in non-cirrhotic NASH. In other words, if the drug works in F2 and F3 patients, it could potentially work in F4 stage patients also, who have a more debilitating form of the disease, as shown below. NASH explained (89Bio) In short, 89bio's drug Pegozafermin appears to tick a lot of the boxes required to position itself as a genuine contender in the "NASH Dash," an admittedly crowded field, encompassing many different approaches and drug classes. It's interesting to note a comparison made by 89bio between leading contenders in the race to approval. NASH contenders compared (89Bio) Once again, EFX appears to have the slight edge over its competitors at this stage - and bear in mind this table was created by 89bio - but it doesn't seem impossible that Pegozafermin could make up the small differences in a larger trial. Akero is planning a second Phase B study in NASH patients whose condition is worse than in its HARMONY study, with results expected to be available next year, as well as a Phase 3 study. Meanwhile, Madrigal Pharmaceuticals has reported positive data from a Phase trial in NAFLD, and has a second Phase 3 ongoing that includes some patients with non-cirrhotic NASH. Sizing Up The Market NASH is a potentially massive (~$30bn+) market - as mentioned above, close to 30m people in the US may be diagnosed with the disease by 2030 - although it's not necessarily a clearly defined market. For example, many patients with NASH also have Type 2 diabetes, and two major drugs have recently hit the Type 2 diabetes market - Eli Lilly's (LLY) Mounjaro, and Novo Nordisk's Ozempic, that are also indicated to treat obesity under different brand names - Lilly's Tirzepatide is not yet approved in obesity (it will be approved under a different name to Mounjaro), while Novo Nordisk's once-weekly semaglutide subcutaneous injection is approved in obesity under the brand name Wegovy. These two drugs are forecast to potentially generate peak sales of >$20bn, and may be prescribed off-label to treat NASH, meaning that drugs approved specifically for NASH, such as Pegozafermin and EFX, could struggle to find a market. Additionally, many physicians have expressed unwillingness to prescribe drugs to treat NASH, preferring to encourage patients to embrace healthier lifestyle choices. Nevertheless, the response to Akero's data suggests that the market believes a drug approved for NASH could thrive, and in 89bio's case, with its small market cap valuation, it's not hard to see the share price rocketing if data from the Phase 2b is genuinely competitive. The path to commercial success would be tricky - 89bio reported a cash position of just $139m as of Q222, and management does not have the necessary experience - although the company could raise huge sums if the share price spikes without upsetting its existing shareholders, and make some key hires - who wouldn't want to work on the commercialization of one of the first ever approved NASH drugs?
Seeking Alpha • Aug 18

89bio completes enrollment in phase 2 trial for NASH treatment

89bio (NASDAQ:ETNB) said it had completed enrollment of 219 patients in the Phase 2b trial of its drug, pegozafermin, to treat NASH. The company expects to report topline data from the trial, Enliven, in the first quarter of 2023. ENLIVEN is a placebo-controlled Phase 2b trial in biopsy-confirmed NASH patients with fibrosis stage 2 or 3. Patients will receive either one of two weekly doses (15mg or 30mg) or an every two-week dose (44mg) of pegozafermin in a liquid formulation or placebo for 24 weeks.
Seeking Alpha • Jul 07

89Bio rallies on Deep Track Capital disclosing 10% stake

89Bio (NASDAQ:ETNB) announced that Deep Track Capital disclosed a 9.99% stake in the company which equals to 4.3M shares ownership. Shares trading 12% higher premarket. Quick look at ownership structure:

주주 수익률

ETNBUS BiotechsUS 시장
7D0.3%-3.0%-0.3%
1Y85.7%32.9%26.7%

수익률 대 산업: ETNB은 지난 1년 동안 32.9%의 수익을 기록한 US Biotechs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: ETNB은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is ETNB's price volatile compared to industry and market?
ETNB volatility
ETNB Average Weekly Movement24.2%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: ETNB의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: ETNB의 주간 변동성은 지난 1년간 16%에서 24%로 증가했습니다.

회사 소개

설립직원 수CEO웹사이트
201893Rohan Palekarwww.89bio.com

임상 단계의 바이오 제약 회사인 89bio는 간 및 심장 대사 질환 치료를 위한 치료제의 개발 및 상용화에 종사하고 있습니다. 주요 제품 후보로는 대사 기능 장애 관련 지방간염 및 고중성지방혈증 치료를 위한 섬유아세포 성장인자 21의 글리코페길화 유사체인 페고자페민(pegozafermin)이 있습니다. 이 회사는 2018년에 설립되었으며 캘리포니아주 샌프란시스코에 본사를 두고 있습니다.

89bio, Inc. 기초 지표 요약

89bio의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
ETNB 기초 통계
시가총액US$2.31b
순이익 (TTM)-US$450.21m
매출 (TTM)n/a
0.0x
주가매출비율(P/S)
-5.1x
주가수익비율(P/E)

ETNB는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
ETNB 손익계산서 (TTM)
매출US$0
매출원가US$0
총이익US$0
기타 비용US$450.21m
순이익-US$450.21m

최근 보고된 실적

Jun 30, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)-2.89
총이익률0.00%
순이익률0.00%
부채/자본 비율6.9%

ETNB의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/10/29 15:07
종가2025/10/29 00:00
수익2025/06/30
연간 수익2024/12/31

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 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

89bio, Inc.는 4명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Geoffrey MeachamCitigroup Inc
Andrea NewkirkGoldman Sachs
Andrea NewkirkGoldman Sachs