Karuna Therapeutics, Inc.

NasdaqGM:KRTX 주식 리포트

시가총액: US$12.6b

This company has been acquired

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

Karuna Therapeutics 경영진

경영진 기준 점검 1/4

Karuna Therapeutics CEO는 Bill Meury, Jan2023 에 임명되었습니다 의 임기는 1.17 년입니다. 는 $3.41M 가치에 해당하는 회사 주식의 0.027% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 1.1 년과 4.3 년입니다.

핵심 정보

Bill Meury

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간1.2yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간1.1yrs
이사회 평균 재임 기간4.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Feb 18

Karuna Therapeutics: Getting Sold Short

Summary Karuna Therapeutics is developing a novel product, KarXT, to treat psychoses related to Alzheimer's and schizophrenia. The product targets muscarinic receptors in an agonist/antagonist combination. Some shareholders are suing to prevent the acquisition of Karuna by Bristol-Myers Squibb. Also, the vote is outstanding. The 10% or so deal spread seems small. While the chance that the deal falls through would be bad for the short-term performance of Karuna, it may be a buying moment considering the imminent release and size of markets. Read the full article on Seeking Alpha
Seeking Alpha Sep 09

Karuna Therapeutics: This Ship Has Sailed

Summary Karuna produced excellent data from its phase 3 trial. They have a boatload of cash. Speaking of boats, however, this ship has already sailed. Since my last coverage of Karuna Therapeutics, Inc. (KRTX) just over a year back, the stock has nearly tripled after posting strong results from its schizophrenia trial, meeting the primary endpoint of that trial. That was a month back, and even though the company took the opportunity to carry out a massive $600mn secondary, the dilution hasn’t put a dent in public enthusiasm. The stock is still going strong, although it is back down a few notches. From my previous coverage of the company, they were running a 246-patient phase 3 trial called EMERGENT-2, and 3 more phase 3 trials in the EMERGENT series, in their lead candidate KarXT in acutely psychotic patients with a DSM-5 diagnosis of schizophrenia. KarXT is a differentiated antipsychotic molecule that combines muscarinic-agonist xanomeline and muscarinic-antagonist trospium chloride together. While xanomeline works in the CNS, trospium helps avoid undesirable, cholinergic side effects that arise due to the stimulation of muscarinic receptors in peripheral tissues. The FDA has guided that “data from EMERGENT-1 [a phase 2 study], one successful Phase 3 efficacy and safety trial, and additional safety data to meet regulatory requirements would be acceptable to support NDA filing in schizophrenia.” The first two phase 3 studies were supposed to have toplined in early 2022. In August, the company announced positive data from the EMERGENT-2 trial. This was a double blind, placebo controlled trial done entirely in the United States. It enrolled 252 adult patients with a confirmed diagnosis of schizophrenia who were experiencing symptoms of psychosis. The primary endpoint was change from baseline in Positive and Negative Syndrome Scale ((PANSS)) total score, a scale for measuring schizophrenia symptom severity, of KarXT compared to placebo at Week 5. The trial resoundingly met its primary endpoint, with KarXT demonstrating a statistically significant 9.6-point reduction in PANSS Total Score compared to placebo at Week 5 (p<0.0001). The trial also met key secondary endpoints. Data include: 2.9-point reduction in the PANSS positive subscale with KarXT compared to placebo (-6.8 KarXT vs. -3.9 placebo, p<0.0001). 1.8-point reduction in the PANSS negative subscale with KarXT compared to placebo (-3.4 KarXT vs. -1.6 placebo, p=0.0055). 2.2-point reduction in the PANSS negative Marder factor subscale with KarXT compared to placebo (-4.2 KarXT vs. -2.0 placebo, p=0.0022). The PANSS scores are used to measure positive symptoms (e.g., hallucinations or delusions) and negative symptoms (e.g., difficulty enjoying life or withdrawal from others) of schizophrenia. Benefit in the negative symptoms has historically been difficult to achieve. The trial’s Cohen’s d effect size of 0.61 compares well “to that of widely used and multibillion-dollar blockbusters Risperdal and Zyprexa (about a 0.5 effect size),” according to William Blair analysts. The drug was generally well-tolerated with little differentiation from placebo. There was transient increase in heart rate, which subsided as the trial ended. Importantly, KarXT was not associated with known side effects of current treatments. As FierceBiotech noted: The clinical trial studied KarXT, a xanomeline formulation designed to address the problems that led Lilly to give up on the molecule despite generating evidence of efficacy. Lilly found the M1 agonist improved cognition in Alzheimer’s disease patients in the 1990s, only for tolerability to stop the program. Karuna sought to address the tolerability problems by giving xanomeline with a peripherally restricted molecule that blocks receptors at the root of the issues without crossing the blood-brain barrier to limit efficacy.
Seeking Alpha Aug 08

Karuna Therapeutics GAAP EPS of -$2.17 misses by $0.10, revenue of $5.28M

Karuna Therapeutics press release (NASDAQ:KRTX): Q2 GAAP EPS of -$2.17 misses by $0.10. Revenue of $5.28M. The Company ended the quarter with $407.4 million in cash, cash equivalents and available-for-sale investment securities compared to $494.0 million as of December 31, 2021. The Company expects that current cash, cash equivalents and available-for-sale investment securities as of June 30, 2022 will enable the Company to fund its operating expenses and capital expenditure requirements for at least 12 months following the potential NDA submission of KarXT for the treatment of psychosis in adults with schizophrenia. Shares +8.29% PM.
Seeking Alpha Jun 26

Karuna Therapeutics: Front-Running KarXT Phase 3

Treatments for schizophrenia – a truly complex disease--are plagued with a high late-stage trial failure rate. Phase 3 KarXT results will be released this quarter. It will be a binary event. Despite cash balance issues and new clinical stage competitors, market  indicators suggest that investors are re-engaged.

CEO

Bill Meury (55 yo)

1.2yrs
재임 기간

Mr. William Meury, also known as Bill, served as a Partner at Hildred Capital Management LLC. He serves as Director at Crown Laboratories Inc and serves as its Chairman of the Board of Directors. He curren...


리더십 팀

이름직위재임 기간보수지분
Andrew Miller
Founder and President of Research & Developmentno dataUS$5.77m0.037%
$ 4.6m
Stephen Brannan
Chief Medical Officer7yrsUS$4.41m0.095%
$ 11.9m
William Meury
President1.2yrs데이터 없음0.027%
$ 3.4m
Jason Brown
Chief Financial Officerless than a year데이터 없음0.037%
$ 4.6m
Alexis Smith
Vice President of Corporate Affairs & Investor Relationsno data데이터 없음데이터 없음
Mia Kelley
General Counsel4.2yrs데이터 없음데이터 없음
Frank Truslow
Senior Vice President of Corporate Developmentless than a year데이터 없음데이터 없음
Jonathan Rosin
Chief Human Resources Officerless than a year데이터 없음데이터 없음
Alan Breier
Chair of Scientific Advisory Board & Chief Clinical Advisorno data데이터 없음데이터 없음
Ronald Marcus
Senior Vice President of Medical3.2yrs데이터 없음데이터 없음
William Kane
Chief Commercial Officer1.1yrs데이터 없음0.013%
$ 1.6m
1.1yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 관리: KRTX의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
William Meury
President1.2yrs데이터 없음0.027%
$ 3.4m
Alan Breier
Chair of Scientific Advisory Board & Chief Clinical Advisorno data데이터 없음데이터 없음
James Healy
Independent Director4.8yrsUS$336.10k0.085%
$ 10.7m
Jeffrey Jonas
Director5.4yrsUS$326.60k0%
$ 0
Edmund Harrigan
Member of Scientific Advisory Board3.3yrsUS$701.26k데이터 없음
Christopher Coughlin
Chairman3.9yrsUS$373.15k0%
$ 0
Steven Paul
Director & Member of Scientific Advisory Board6yrsUS$11.22m0.37%
$ 47.0m
Allan Levey
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Atul Pande
Independent Director & Member of Scientific Advisory Board4.8yrsUS$344.60k0%
$ 0
William Potter
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Laurie Olson
Independent Director3.6yrsUS$345.10k0%
$ 0
Richard Keefe
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
4.3yrs
평균 재임 기간
69yo
평균 나이

경험이 풍부한 이사회: KRTX의 이사회경험이 있음으로 간주됩니다(평균 재임 4.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2024/03/18 11:28
종가2024/03/15 00:00
수익2023/12/31
연간 수익2023/12/31

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

Karuna Therapeutics, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Caroline PalomequeBerenberg
Esther Lannie HongBerenberg
Jason Matthew GerberryBofA Global Research