4D Molecular Therapeutics, Inc.

NasdaqGS:FDMT 주식 리포트

시가총액: US$442.8m

4D Molecular Therapeutics 경영진

경영진 기준 점검 2/4

4D Molecular Therapeutics CEO는 David Kirn, Sep2013 에 임명되었습니다 의 임기는 12.67 년입니다. 총 연간 보상은 $2.05M, 32.5% 급여 및 67.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $14.05M 가치에 해당하는 회사 주식의 3.17% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.5 년과 5.5 년입니다.

핵심 정보

David Kirn

최고경영자

US$2.1m

총 보수

CEO 급여 비율32.53%
CEO 재임 기간12.7yrs
CEO 지분 보유율3.2%
경영진 평균 재임 기간1.5yrs
이사회 평균 재임 기간5.5yrs

최근 경영진 업데이트

Recent updates

분석 기사 • May 11

Analysts Have Made A Financial Statement On 4D Molecular Therapeutics, Inc.'s (NASDAQ:FDMT) First-Quarter Report

Investors in 4D Molecular Therapeutics, Inc. ( NASDAQ:FDMT ) had a good week, as its shares rose 7.4% to close at...
Seeking Alpha • Dec 19

4D Molecular Therapeutics: Jury Still Out On CF Gene Therapy After Dense Data Drop

Summary 4D Molecular Therapeutics hinges on 4D-150 for wet AMD, targeting infrequent dosing versus current standards and a pivotal Phase 3 readout in 2027. The recent Otsuka partnership secures $85M upfront, cost sharing, and milestones, extending FDMT’s cash runway into 2028 and supporting global development. 4D-710's early cystic fibrosis data shows promise but lacks clear efficacy in gold-standard endpoints, leaving future prospects uncertain and market reaction muted. Despite multi-billion-dollar market opportunities, current data does not justify a bullish stance; financial risk remains material if pivotal results disappoint. Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

4D Molecular Therapeutics: A Smart Bet On Long-Term VEGF Suppression

Summary 4D Molecular Therapeutics is undervalued, with its lead candidate 4D-150 showing potential to disrupt the anti-VEGF treatment paradigm for retinal diseases. The company has a strong cash position of $551 million, funding operations through 2027, allowing it to avoid immediate financing needs. 4D-150's Phase 2 data shows reduced need for supplemental injections, positioning it as a long-term, durable treatment for wet AMD and DME. Despite market skepticism about gene therapy, 4DMT's solid science, regulatory clarity, and financial stability make it a compelling investment opportunity. Read the full article on Seeking Alpha
분석 기사 • Nov 24

Companies Like 4D Molecular Therapeutics (NASDAQ:FDMT) 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...
Seeking Alpha • Oct 04

4D Molecular Therapeutics: Market Expects Wet AMD Gene Therapy Failure - I'm Not So Sure

Summary 4D Molecular Therapeutics' lead candidate, 4D-150, aims to provide a one-time gene therapy for Wet-AMD, showing promising but mixed Phase 2 data. Despite setbacks, 4D-150's potential for less frequent dosing and robust safety profile make it an intriguing investment, especially given 4D's strong cash position. The competitive landscape is fierce, with rivals like AbbVie and Adverum, but 4D-150 could still achieve significant market share if approved. Market sell-off appears overdone; 4D's well-funded position and diverse pipeline offer a compelling contrarian bet for risk-tolerant investors. Read the full article on Seeking Alpha
분석 기사 • Aug 10

4D Molecular Therapeutics (NASDAQ:FDMT) Is In A Good Position To Deliver On Growth Plans

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha • Jul 19

4D Molecular Therapeutics: R100 Vector Pushes Forward To Bring Q4 Of 2024 DME Data

Summary A 4D Molecular Therapeutics, Inc. phase 2 PRISM study indicated that there was an 89% reduction in annualized injections when Wet-AMD patients were given a high dose of 4D-150; Phase 3 trial initiation is expected in Q1 2025. Results from the phase 2 SPECTRA study, using the same gene therapy 4D-150 for the treatment of patients with diabetic macular edema, expected in Q4 of 2024. The global diabetic macular edema market is expected to reach $3.93 billion by 2029. 1E15 vg dose of 4D-710 cleared for dose expansion portion of phase 2 AEROW study; Updated interim data expected in mid-2025. Read the full article on Seeking Alpha
Seeking Alpha • Apr 29

4D Molecular Therapeutics: Catalysts With Pioneering Gene Therapy With Directed Evolution

Summary 4D Molecular Therapeutics is a biotechnology company that develops genetic medicines using its Therapeutic Vector Evolution platform. The company's pipeline includes promising ophthalmology, pulmonology, and cardiology candidates, with Phase 3 progress for wet AMD and cystic fibrosis treatments. FDMT's platform allows for quickly creating custom viral vectors tailored to specific diseases, setting it apart from competitors. FDMT's recent public offering bolsters its position and extends its cash runway to 5.8 years, allowing time for research and clinical trials. I believe FDMT stock is a strong buy, driven by its innovative platform and a robust pipeline with a solid cash position. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

4D Molecular Therapeutics Advances Wet AMD Treatment Paradigm

Summary 4D Molecular Therapeutics' gene therapy, 4D-150, shows potential to reduce the treatment burden for patients with severe wet AMD. Interim findings from a Phase 2 trial demonstrate up to an 89% reduction in yearly anti-VEGF injections with 4D-150. FDMT plans to initiate a Phase 3 trial in wet AMD in Q1 2025, positioning 4D-150 as a promising candidate in the treatment landscape. Read the full article on Seeking Alpha
Seeking Alpha • Jan 25

4D Molecular Therapeutics: Several Value Inflection Points To Watch In 2024

Summary Interim phase 1 data update using 4D-710 for the treatment of patients with Cystic Fibrosis expected in mid-2024. Program update on advancement of 4D-710 into pivotal study either alone or in combination with CFTR modular expected in Q1 of 2024. The global cystic fibrosis market is expected to reach $37.04 billion by 2030. The proprietary Therapeutic Vector Evolution platform has the ability to enhance transgene expression and allow for the ability to overcome limitations observed in prior AAV gene therapies. Read the full article on Seeking Alpha
분석 기사 • Nov 12

4D Molecular Therapeutics, Inc. (NASDAQ:FDMT) Just Reported And Analysts Have Been Cutting Their Estimates

4D Molecular Therapeutics, Inc. ( NASDAQ:FDMT ) just released its quarterly report and things are looking bullish...
분석 기사 • Nov 08

We're Not Very Worried About 4D Molecular Therapeutics' (NASDAQ:FDMT) Cash Burn Rate

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

CEO 보수 분석

David Kirn의 보수는 4D Molecular Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$161m

Dec 31 2025US$2mUS$667k

-US$140m

Sep 30 2025n/an/a

-US$209m

Jun 30 2025n/an/a

-US$196m

Mar 31 2025n/an/a

-US$176m

Dec 31 2024US$1mUS$663k

-US$161m

Sep 30 2024n/an/a

-US$143m

Jun 30 2024n/an/a

-US$110m

Mar 31 2024n/an/a

-US$105m

Dec 31 2023US$10mUS$597k

-US$101m

Sep 30 2023n/an/a

-US$96m

Jun 30 2023n/an/a

-US$111m

Mar 31 2023n/an/a

-US$110m

Dec 31 2022US$3mUS$586k

-US$107m

Sep 30 2022n/an/a

-US$105m

Jun 30 2022n/an/a

-US$102m

Mar 31 2022n/an/a

-US$81m

Dec 31 2021US$5mUS$570k

-US$71m

Sep 30 2021n/an/a

-US$67m

Jun 30 2021n/an/a

-US$52m

Mar 31 2021n/an/a

-US$60m

Dec 31 2020US$702kUS$451k

-US$57m

Sep 30 2020n/an/a

-US$52m

Jun 30 2020n/an/a

-US$61m

Mar 31 2020n/an/a

-US$54m

Dec 31 2019US$554kUS$430k

-US$49m

보상 대 시장: David의 총 보수(USD2.05M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.67M) 수준입니다.

보상과 수익: David의 보상은 회사가 적자임에도 증가했습니다.

CEO

David Kirn (62 yo)

12.7yrs
재임 기간
US$2,051,343
보수

Dr. David H. Kirn, M.D., serves as Director at Coagulant Therapeutics, Inc. He co-founded 4D Molecular Therapeutics, Inc. in 2013 and has been its Chief Executive Officer since September 12, 2013 and serve...

리더십 팀

이름직위재임 기간보수지분
John Milligan
Executive Chairman5.8yrsUS$255.00k0.19%
$ 847.0k
David Kirn
Co-Founder12.7yrsUS$2.05m3.17%
$ 14.1m
Kristian Humer
CFO and Principal Financial & Accounting Officerless than a yearUS$3.99m데이터 없음
Fariborz Kamal
Chief Technical Advisorless than a yearUS$1.44m0.011%
$ 50.3k
Theresa Janke
Co-Founder & Chief of Staff13.3yrsUS$2.70m데이터 없음
Julian Pei
Head of Investor Relations & Corporate Financeno data데이터 없음데이터 없음
Katy Barglow
Chief Technical Officerless than a year데이터 없음데이터 없음
Scott Bizily
Chief Legal Officer & Corporate Secretary4.7yrs데이터 없음0.0069%
$ 30.5k
An Song
Chief Translational Medicine Advisor1.3yrs데이터 없음데이터 없음
Noriyuki Kasahara
Chief Scientific Advisor & Member of Scientific Advisory Boardno dataUS$488.91k데이터 없음
Alan Cohen
Senior VP & Therapeutic Area Head of Pulmonologyno data데이터 없음데이터 없음
Christopher Simms
Chief Commercial & Business Officer1.7yrs데이터 없음데이터 없음
1.5yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 관리: FDMT의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.5 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
John Milligan
Executive Chairman5.8yrsUS$255.00k0.19%
$ 847.0k
David Kirn
Co-Founder12.7yrsUS$2.05m3.17%
$ 14.1m
Noriyuki Kasahara
Chief Scientific Advisor & Member of Scientific Advisory Boardless than a yearUS$488.91k데이터 없음
Charles Theuer
Independent Director10.4yrsUS$135.00k0.080%
$ 353.1k
Susannah Gray
Independent Director5.8yrsUS$135.00k0%
$ 0
Paul Utz
Member of Scientific Advisory Board2.4yrs데이터 없음데이터 없음
Richard Moss
Member of Scientific Advisory Board2.4yrs데이터 없음데이터 없음
Jacob Chacko
Independent Director7.2yrsUS$135.00k0%
$ 0
Shawn Tomasello
Independent Director5.5yrsUS$132.50k0%
$ 0
Amit Gaggar
Member of Scientific Advisory Board2.4yrs데이터 없음데이터 없음
Nancy Miller-Rich
Independent Director5.5yrsUS$122.50k0%
$ 0
Arshad Khanani
Chair of Retina Advisory Board1.8yrs데이터 없음데이터 없음
5.5yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: FDMT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 07:49
종가2026/05/21 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 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

4D Molecular Therapeutics, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Huidong WangBarclays
Eliana MerleBarclays
Konstantinos BiliourisBMO Capital Markets Equity Research