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Edgewise Therapeutics, Inc.NasdaqGS:EWTX 주식 보고서

시가총액 US$3.7b
주가
US$34.83
US$46.08
24.4% 저평가 내재 할인율
1Y137.3%
7D-0.03%
1D
포트폴리오 가치
보기

Edgewise Therapeutics, Inc.

NasdaqGS:EWTX 주식 리포트

시가총액: US$3.7b

Edgewise Therapeutics (EWTX) 주식 개요

에지와이즈 테라퓨틱스는 바이오 제약 회사로 근육 질환 치료를 위한 치료법을 발견, 개발, 상용화하는 기업입니다. 자세히 보기

EWTX 펀더멘털 분석
스노우플레이크 점수
가치 평가0/6
미래 성장2/6
과거 실적0/6
재무 건전성6/6
배당0/6

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Edgewise Therapeutics, Inc. 경쟁사

가격 이력 및 성과

Edgewise Therapeutics 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$34.83
52주 최고가US$40.77
52주 최저가US$12.15
베타0.30
1개월 변동5.26%
3개월 변동14.20%
1년 변동137.26%
3년 변동319.64%
5년 변동27.58%
IPO 이후 변동16.10%

최근 뉴스 및 업데이트

Seeking Alpha Jun 05

Edgewise: 'Buy' On Muscular Dystrophy Program Sale And EDG-7500 Advancement

Summary Edgewise Therapeutics remains a "Buy," driven by pipeline focus and a transformative $2.65B sale of its muscular dystrophy program to Servier. Company will use the $1.55B upfront cash to fully fund EDG-7500 development for oHCM/nHCM, targeting pivotal phase 3 initiation in Q4 2026. Topline 12-week Part D data from the phase 2 CIRRUS-HCM study for EDG-7500 is expected in Q2 2026, a key catalyst for advancing to phase 3. A robust cash position extends the runway to a potential EDG-7500 approval, while EWTX pivots entirely to its cardiovascular pipeline and advances EDG-15400 for HFpEF. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha Jun 05

Edgewise: 'Buy' On Muscular Dystrophy Program Sale And EDG-7500 Advancement

Summary Edgewise Therapeutics remains a "Buy," driven by pipeline focus and a transformative $2.65B sale of its muscular dystrophy program to Servier. Company will use the $1.55B upfront cash to fully fund EDG-7500 development for oHCM/nHCM, targeting pivotal phase 3 initiation in Q4 2026. Topline 12-week Part D data from the phase 2 CIRRUS-HCM study for EDG-7500 is expected in Q2 2026, a key catalyst for advancing to phase 3. A robust cash position extends the runway to a potential EDG-7500 approval, while EWTX pivots entirely to its cardiovascular pipeline and advances EDG-15400 for HFpEF. Read the full article on Seeking Alpha
분석 기사 Mar 12

Here's Why We're Not At All Concerned With Edgewise Therapeutics' (NASDAQ:EWTX) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Mar 10

Edgewise Therapeutics: More Expensive Now, But Much More Derisked

Summary Edgewise Therapeutics' stock surged after strong midstage data from its Becker Muscular Dystrophy program, with the lead molecule sevasemten showing promising results. The GRAND CANYON trial, targeting Becker Muscular Dystrophy, aims for regulatory approval with primary endpoint NSAA, following positive Phase 2 CANYON data. Financially, Edgewise has a market cap of $2.67bn and a cash runway of 8-9 quarters, supporting ongoing and future trials. Despite the increased stock price, EWTX remains a buy due to its derisked status and potential success across multiple myosin inhibition programs. Read the full article on Seeking Alpha
Seeking Alpha Dec 31

Edgewise: Remains A Buy After Latest Becker Muscular Dystrophy Data

Summary Company achieved positive phase 2 CANYON study results for sevasemten in Becker Muscular Dystrophy, boosting long-term investment potential. Key catalysts include FDA and EMA meetings, GRAND CANYON study recruitment completion, and phase 2 CANYON data publication, all expected to likely enhance shareholder value. The pipeline extends beyond BMD, with sevasemten in phase 2 trials for Duchenne Muscular Dystrophy and EDG-7500 targeting Hypertrophic Cardiomyopathy, offering multiple growth opportunities. The global Becker Muscular Dystrophy market is expected to reach $1.28 billion by 2034. Read the full article on Seeking Alpha
분석 기사 Nov 26

Here's Why We're Not Too Worried About Edgewise Therapeutics' (NASDAQ:EWTX) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. By way of example, Edgewise...
Seeking Alpha Sep 19

Edgewise: Stock Is Bouncing On Heart Disease Drug Data, Albeit From Just 7 Patients (Rating Upgrade)

Summary I previously rated Edgewise Therapeutics a sell due to limited market potential and lack of clinical data for sevasemten. Sevasemten, Edgewise's lead drug, remains unchanged in its potential, with ongoing pivotal studies for Becker Muscular Dystrophy. Edgewise stock has surged over 50% today however on Phase 1 data for EDG-7500, a cardiac sarcomere modulator for hypertrophic cardiomyopathy and diastolic dysfunction. The positive Phase 1 data for EDG-7500 significantly impacts Edgewise's valuation, highlighting the importance of considering early-stage assets. There is a long path to a potential approval shot, however, and the reliability of a 7-patient data set is not sufficient for a "buy" recommendation at this time. One for the watchlist. Read the full article on Seeking Alpha
분석 기사 Aug 12

We Think Edgewise Therapeutics (NASDAQ:EWTX) Can Afford To Drive Business Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Edgewise...
Seeking Alpha Aug 05

Edgewise Therapeutics: Strong Open Label Data Makes For A Bullish Signal

Summary Edgewise Therapeutics develops small molecules for myopathies, with lead molecule sevasemten in phase 3 for Becker Muscular Dystrophy. Company was founded in 2017, backed by OrbiMed, with an experienced management team and strong financials. Sevasemten offers a genotype-agnostic approach, competitive difference from dystrophin-targeting therapies, with potential high market valuation. Read the full article on Seeking Alpha
Seeking Alpha May 10

Edgewise: Intriguing Drug Candidate, But Consider Selling After Recent Run

Summary Edgewise Therapeutics, Inc. reported its first quarter earnings, revealing a strong cash position of $532m and a net loss of $(28.5m). The company is advancing two clinical-stage programs, including a pivotal trial for Becker muscular dystrophy and a Phase 1 trial for hypertrophic cardiomyopathy for a second candidate. Sevasemten, the lead drug candidate, showed positive results in a two-year study for Becker muscular dystrophy, supporting the hypothesis that it can preserve and improve muscle function. An FDA Fast Track designation for sevasemten has triggered a bull run that has seen the share price gain by >250%. A lack of genuinely meaningful catalysts in 2024, and a lengthy wait until an application for approval can be made, make this a good time to sell, in my view, although long-term, there are signs the drug is approvable. Read the full article on Seeking Alpha
분석 기사 May 10

We're Not Very Worried About Edgewise Therapeutics' (NASDAQ:EWTX) Cash Burn Rate

We can readily understand why investors are attracted to unprofitable companies. For example, Edgewise Therapeutics...
Seeking Alpha Feb 18

Edgewise Therapeutics: Behind The Massive Rally

Summary Edgewise Therapeutics' stock has rallied massively after receiving FDA designations for its lead asset, EDG-5506, which has a potential $750 million opportunity in BMD. The company is focused on developing precision medicines for severe genetic neuromuscular and cardiac disorders. Edgewise Therapeutics has recently raised additional capital and has four data readouts for EDG-5506 scheduled for 2024. A full investment analysis around Edgewise Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 Dec 07

Companies Like Edgewise Therapeutics (NASDAQ:EWTX) 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 Amazon.com...
분석 기사 Aug 16

Edgewise Therapeutics (NASDAQ:EWTX) Is In A Good Position To Deliver On Growth Plans

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
분석 기사 Apr 28

Companies Like Edgewise Therapeutics (NASDAQ:EWTX) 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, biotech and mining...
분석 기사 Jan 13

We Think Edgewise Therapeutics (NASDAQ:EWTX) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Sep 13

Edgewise Therapeutics proposes $100M stock offering plan

Edgewise Therapeutics (NASDAQ:EWTX) announced Tuesday its plans to raise $100M in the underwritten public stock offering; price, size and other terms not yet determined. The Colorado-based biopharmaceutical company told underwriters will be granted an overallotment option to purchase up to an additional $15M shares. It comes right after Edgewise Therapeutics received FDA's approval for phase 2 trial of its experimental drug, EDG-5506, in children with muscular dystrophy. Stock is down 2% in pre-market trading.
Seeking Alpha Aug 04

Edgewise Therapeutics GAAP EPS of -$0.32 beats by $0.02

Edgewise Therapeutics press release (NASDAQ:EWTX): Q2 GAAP EPS of -$0.32 beats by $0.02. Cash, cash equivalents and marketable securities of $248.4 million as of June 30, 2022
분석 기사 Aug 02

Companies Like Edgewise Therapeutics (NASDAQ:EWTX) 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, although...

주주 수익률

EWTXUS PharmaceuticalsUS 시장
7D-0.03%0.9%0.5%
1Y137.3%36.9%23.5%

수익률 대 산업: EWTX은 지난 1년 동안 36.9%의 수익을 기록한 US Pharmaceuticals 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: EWTX은 지난 1년 동안 23.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is EWTX's price volatile compared to industry and market?
EWTX volatility
EWTX Average Weekly Movement9.8%
Pharmaceuticals Industry Average Movement10.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

안정적인 주가: EWTX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: EWTX의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2017154Kevin Kochedgewisetx.com

에지와이즈 테라퓨틱스는 바이오 제약 회사로 근육 질환 치료를 위한 치료법을 발견, 개발 및 상업화합니다. 주요 제품 후보인 세바셈텐은 듀센 근이영양증과 베커 근이영양증을 포함한 근이영양증의 근본 원인을 해결하기 위해 설계된 경구용 저분자 약물로 임상 2상 시험을 진행 중입니다. 회사는 비후성 심근증 및 기타 중증 심장 질환 치료를 위한 저분자 약물인 EDG-7500을 개발하여 임상 1상 시험 중이며, 박출률이 보존된 심부전 치료를 위한 새로운 저분자 약물인 EDG-15400을 개발 중입니다.

Edgewise Therapeutics, Inc. 기초 지표 요약

Edgewise Therapeutics의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
EWTX 기초 통계
시가총액US$3.75b
순이익 (TTM)-US$176.01m
매출 (TTM)n/a
0.0x
주가매출비율(P/S)
-21.3x
주가수익비율(P/E)

EWTX는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
EWTX 손익계산서 (TTM)
매출US$0
매출원가US$0
총이익US$0
기타 비용US$176.01m
순이익-US$176.01m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-1.64
총이익률0.00%
순이익률0.00%
부채/자본 비율0%

EWTX의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 21:13
종가2026/06/12 00:00
수익2026/03/31
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 *
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 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 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

Edgewise Therapeutics, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Cory KasimovEvercore ISI
Paul ChoiGoldman Sachs
Debjit ChattopadhyayGuggenheim Securities, LLC