Kymera Therapeutics 경영진
경영진 기준 점검 3/4
Kymera Therapeutics CEO는 Nello Mainolfi, Jun2019 에 임명되었습니다 의 임기는 7.08 년입니다. 총 연간 보상은 $8.55M, 8.1% 급여 및 91.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $76.10M 가치에 해당하는 회사 주식의 0.81% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1 년과 5.8 년입니다.
핵심 정보
Nello Mainolfi
최고경영자
US$8.5m
총 보수
| CEO 급여 비율 | 8.11% |
| CEO 재임 기간 | 7.1yrs |
| CEO 지분 보유율 | 0.8% |
| 경영진 평균 재임 기간 | 1yrs |
| 이사회 평균 재임 기간 | 5.8yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Jul 03
Kymera: Building Toward A Defining 2H26 Moment
Summary Kymera Therapeutics is rated Buy ahead of the 2H26 KT-621 Phase 2b readout, seen as a key inflection point. KT-621, a first-in-class oral STAT6 degrader, targets large, expanding markets in atopic dermatitis and other type 2 inflammatory diseases. Rapid trial enrollment, a strong balance sheet ($1.55B cash), and external validation position KYMR for potential high-value partnerships and lifecycle expansion. Valuation is elevated (EV/sales 154x), reflecting high expectations for clinical and commercial success, with limited margin for error if outcomes disappoint. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 02
KYMR: Earlier Trial Completion And Oral Degrader Data Will Shape Balanced Outlook
Kymera Therapeutics’ fair value estimate increased from $119.19 to $123.76 as analysts lifted price targets into a $125 to $155 range, citing earlier than expected BROADEN2 trial enrollment completion for KT-621 in atopic dermatitis, accelerated timelines for key readouts and launch planning, and large modeled peak sales potential of $6 billion for the lead asset. Analyst Commentary Recent Street research around Kymera Therapeutics centers on how the BROADEN2 timeline shift and KT-621 opportunity could affect both valuation and execution risk.분석 기사 • Jun 21
Kymera Therapeutics (KYMR) Stock Could Be 24% Undervalued After KT 621 And KT 579 Data
Kymera Therapeutics (KYMR) is back in focus after sharing new data on its protein degrader pipeline, including Phase 1 results for KT-621 in healthy Japanese adults and expanded preclinical findings for lupus candidate KT-579. See our latest analysis for Kymera Therapeutics. Kymera Therapeutics’ recent KT-621 and KT-579 readouts arrive after a period of strong momentum, with the latest share price at $90.43, a 30 day share price return of 14.63% and a one year total shareholder return of...내러티브 업데이트 • Jun 18
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Kymera Therapeutics sees its analyst fair value estimate adjusted slightly higher to about $119 per share as analysts incorporate updated views on its discount rate, revenue trajectory, profitability assumptions, and a lower, still very large forward P/E multiple following recent research, including a refreshed price target cut from one firm and new bullish coverage from another. Analyst Commentary Recent Street research on Kymera Therapeutics highlights a mix of optimism around the company’s long term opportunity and caution around execution risks and valuation assumptions embedded in the new fair value estimate.내러티브 업데이트 • Jun 02
KYMR: Future Type 2 Milestones Will Support Oral Degrader Pipeline Potential
Narrative Update: Kymera Therapeutics Analysts have trimmed their average price target on Kymera Therapeutics by about $0.58 to reflect slightly higher discount rate assumptions and more cautious revenue growth forecasts, partly offset by a stronger expected profit margin and a lower projected future P/E. This follows mixed but generally constructive recent coverage from Canaccord, Morgan Stanley, and Jefferies.내러티브 업데이트 • May 06
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Leadership
Analysts have made a small downward adjustment to Kymera Therapeutics' modeled fair value, trimming the target by about $0.29 as they factor in more cautious revenue growth and profit margin assumptions while still highlighting the potential of the oral STAT6 degrader platform and broader degrader pipeline. Analyst Commentary Recent Street research on Kymera Therapeutics centers on how much value to put on the oral STAT6 degrader KT-621 and the broader degrader pipeline, with several firms revising price targets while maintaining generally constructive views on the long term opportunity.내러티브 업데이트 • Apr 21
KYMR: Future Type 2 Disease Milestones Will Support Oral Degrader Upside
Kymera Therapeutics' blended analyst price target now centers around $119, as analysts fine-tune their models following a mix of upward and downward revisions that reflect updated views on the potential of its STAT6 degrader programs and broader degrader pipeline. Analyst Commentary Recent Street research around Kymera Therapeutics clusters around constructive views on its STAT6 degrader and broader degrader pipeline, but with some differing opinions on how much of that potential is already reflected in current valuation.내러티브 업데이트 • Apr 07
KYMR: Future Type 2 Disease Data Will Drive Oral Degrader Upside
Analysts' blended price target for Kymera Therapeutics has shifted modestly within a range of about $100 to $140 as they weigh updated Q4 data, progress across the degrader pipeline, and the potential of the STAT6 program as an oral alternative to existing biologics in type 2 diseases. Analyst Commentary Recent research notes cluster around a constructive stance on Kymera Therapeutics, with most firms adjusting price targets within a relatively tight US$100 to US$140 band as they reassess Q4 updates, the degrader pipeline, and the potential of the STAT6 program in type 2 diseases.내러티브 업데이트 • Mar 23
KYMR: Future Type 2 Disease Milestones Will Drive Oral Degrader Upside
The analyst fair value estimate for Kymera Therapeutics has edged down slightly from about $119.71 to $119.14. This reflects updated assumptions on discount rate, profitability, and future P/E following recent Street research that includes both higher and lower price targets tied to progress in the STAT6 degrader pipeline and broader type 2 disease opportunities.내러티브 업데이트 • Mar 07
KYMR: Future Type 2 Disease Data Will Support Upside Potential
Narrative Update The analyst fair value estimate for Kymera Therapeutics has increased by about $3 to $119.71 as analysts factor in recent price target revisions that highlight confidence in the type 2 disease opportunity and Kymera's oral protein degrader pipeline. Analyst Commentary Recent research updates show a generally constructive tone on Kymera Therapeutics, with most price targets clustered in a relatively tight range and anchored to expectations around the type 2 disease opportunity and the oral protein degrader pipeline.내러티브 업데이트 • Feb 20
KYMR: Future Atopic Dermatitis And Asthma Data Will Support Upside Potential
Analysts have slightly raised their price targets on Kymera Therapeutics, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a very high future P/E that incorporate both the recent Overweight initiation at Barclays and the downgrade to Peer Perform at Wolfe Research. Analyst Commentary Recent research views on Kymera Therapeutics are mixed, with one firm initiating with a positive stance and another firm moving to a more neutral rating.내러티브 업데이트 • Feb 05
KYMR: Future Atopic Dermatitis And Asthma Data Will Drive Upside Potential
Narrative Update Analysts have slightly reduced their fair value estimate for Kymera Therapeutics to about US$116.71 from roughly US$116.76, reflecting modest tweaks to the discount rate, long term revenue growth assumptions, and a very high future P/E multiple following mixed recent Street views that include both an Overweight initiation and a downgrade to Peer Perform. Analyst Commentary Recent Street views on Kymera Therapeutics have been mixed, with one firm assuming coverage with an Overweight rating and another moving to a more neutral stance at Peer Perform.내러티브 업데이트 • Jan 22
KYMR: Upcoming Atopic Dermatitis Data Will Drive Future Upside Potential
Narrative update on Kymera Therapeutics The updated analyst price target for Kymera Therapeutics moves to about $70 to $73, reflecting mixed sentiment across recent research. Some analysts cite increased confidence in KT-621 and upcoming atopic dermatitis data as key supports for their higher targets, while one firm shifted to a more neutral rating.내러티브 업데이트 • Jan 08
KYMR: Upcoming Atopic Dermatitis Data And Fast Track Status Will Drive Upside
Analysts have nudged their price expectations for Kymera Therapeutics higher, with our fair value estimate moving from US$114 to about US$116.76 as they factor in higher Street targets supported by growing optimism around KT-621 and upcoming clinical readouts. Analyst Commentary Recent Street research around Kymera Therapeutics shows a mix of optimism and caution, with most attention focused on KT-621 and its upcoming atopic dermatitis data, while one firm has stepped back from a previously more constructive stance.내러티브 업데이트 • Dec 15
KYMR: Upcoming Atopic Dermatitis Milestones Will Drive Significant Long Term Upside Potential
Kymera Therapeutics' fair value estimate has been raised from $77.59 to $114.00 as analysts lift price targets into the $60 to $80 range. They cite growing conviction in KT-621 ahead of key Phase 1b atopic dermatitis data and its potential for significant long term sales.내러티브 업데이트 • Nov 30
KYMR: Upcoming Atopic Dermatitis Data Will Unlock Major Upside Potential
Kymera Therapeutics' analyst price target has increased from approximately $74.55 to $77.59. This reflects analysts' growing optimism around upcoming KT-621 clinical milestones and anticipated efficacy data in atopic dermatitis.내러티브 업데이트 • Nov 16
KYMR: Upcoming Atopic Dermatitis Data Will Drive Confidence And Momentum
Analysts have raised their price target on Kymera Therapeutics from approximately $69 to $75. This reflects increased optimism around KT-621 data and strengthened near-term revenue growth projections.내러티브 업데이트 • Nov 01
KYMR: Advancing Clinical Milestones Will Drive Meaningful Upside in Immunology Indications
Kymera Therapeutics’ analyst price target has increased from $65 to approximately $69, as analysts cite strengthening conviction in the company's KT-621 program and positive upcoming clinical milestones as key drivers for the higher outlook. Analyst Commentary Recent assessments by street analysts show growing optimism surrounding Kymera Therapeutics, particularly regarding the advancement and potential of its KT-621 program.내러티브 업데이트 • Oct 18
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
The analyst price target for Kymera Therapeutics has increased modestly from $64.33 to $65.00, as analysts cite strengthened conviction in the KT-621 program and the anticipated impact of upcoming Phase 1b and Phase 2 clinical data as key drivers of valuation. Analyst Commentary Recent research highlights both optimism and caution regarding Kymera Therapeutics as the company's KT-621 program advances through clinical stages.내러티브 업데이트 • Oct 04
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Analysts have revised Kymera Therapeutics' fair value target down to approximately $64 from $72. This adjustment is based on updated models that reflect mixed expectations for growth as well as newly anticipated milestones for KT-621 clinical progress.분석 기사 • Aug 14
Earnings Update: Kymera Therapeutics, Inc. (NASDAQ:KYMR) Just Reported And Analysts Are Boosting Their Estimates
As you might know, Kymera Therapeutics, Inc. ( NASDAQ:KYMR ) last week released its latest second-quarter, and things...
새로운 내러티브 • Mar 21
Advancing STAT6 And TYK2 Clinical Programs Will Open New Therapeutic Markets
Advancing clinical programs and strategic partnerships could increase market share and positively impact future revenue and earnings.Seeking Alpha • Feb 19
Kymera Therapeutics: Plenty Of Potential, But A Long Way From The Finish Line
Summary Today, I circle back to Kymera Therapeutics, which is focused on developing small-molecule therapeutics that degrade disease-causing proteins. The company's pipeline has several 'shots on goal', targeting potentially very large indications and is partnered with drug giant Sanofi for its lead candidate. Kymera has $900 million in cash and no long-term debt, funding operations into mid-2027. An updated analysis around Kymera Therapeutics follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Kymera: Protein Degradation Could Drive Dupixent-Like Value
Summary Kymera Therapeutics' KT-474, partnered with Sanofi, is in Phase 2 trials for Hidradenitis Suppurativa and Atopic Dermatitis, with completion of studies expected mid-2026. KT-621, a STAT6 degrader for immuno-inflammatory disorders, shows promise with Phase 1 data expected in the first half of 2025. The company has $911 million in cash, sufficient to fund operations into mid-2027, covering key milestones and pipeline developments. KT-295 is another candidate in its pipeline, being developed as a TYK2 protein degrader to target inflammatory disorders like IBD. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
Kymera's Protein Degradation Technology: A Promising Bet For Long-Term Biotech Investors
Summary Kymera Therapeutics' innovative TPD technology degrades disease-causing proteins, with promising candidates like KT-474 and KT-621 targeting large TAMs in immunology and oncology. The company's approach leverages the body’s proteasome system to degrade harmful proteins. This could lead to safer and less invasive treatments. Kymera's cash runway of approximately 4.9 years is expected to support the advancement of its pipeline until 2027. I believe the company's strong cash runway and strategic partnership with Sanofi bolster its financial stability and expedite KT-474's development and market adoption. Despite clinical trial risks, KYMR's promising IP and large market potential make it a compelling long-term investment, rated a "Buy" for informed biotech investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Kymera Therapeutics: Advancing Into Phase 2 With Partner Sanofi - I Still Have Faith
Summary Kymera Therapeutics' shares have dropped from $81 to $39 since my note back in 2021, but have risen >130% in the past 6m. The company's technology targets the ubiquitin proteasome system to degrade disease-causing proteins. Kymera's lead candidate, KT-474, is being developed to treat autoimmune conditions and has shown promising results in Phase 1 studies. Partner Sanofi has opted to take KT-474 into Phase 2 studies, paying $55m to do so. Kymera has struggled since reaching post-IPO highs of >$80, but preclinical and clinical validation of several programs offers fresh hope of long-term recovery. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$315m |
| Dec 31 2025 | US$9m | US$693k | -US$311m |
| Sep 30 2025 | n/a | n/a | -US$295m |
| Jun 30 2025 | n/a | n/a | -US$275m |
| Mar 31 2025 | n/a | n/a | -US$241m |
| Dec 31 2024 | US$15m | US$670k | -US$224m |
| Sep 30 2024 | n/a | n/a | -US$167m |
| Jun 30 2024 | n/a | n/a | -US$158m |
| Mar 31 2024 | n/a | n/a | -US$155m |
| Dec 31 2023 | US$10m | US$640k | -US$147m |
| Sep 30 2023 | n/a | n/a | -US$167m |
| Jun 30 2023 | n/a | n/a | -US$158m |
| Mar 31 2023 | n/a | n/a | -US$159m |
| Dec 31 2022 | US$7m | US$600k | -US$155m |
| Sep 30 2022 | n/a | n/a | -US$154m |
| Jun 30 2022 | n/a | n/a | -US$139m |
| Mar 31 2022 | n/a | n/a | -US$124m |
| Dec 31 2021 | US$12m | US$571k | -US$100m |
| Sep 30 2021 | n/a | n/a | -US$79m |
| Jun 30 2021 | n/a | n/a | -US$58m |
| Mar 31 2021 | n/a | n/a | -US$48m |
| Dec 31 2020 | US$4m | US$454k | -US$55m |
| Sep 30 2020 | n/a | n/a | -US$53m |
| Jun 30 2020 | n/a | n/a | -US$57m |
| Mar 31 2020 | n/a | n/a | -US$52m |
| Dec 31 2019 | US$2m | US$362k | -US$41m |
보상 대 시장: Nello의 총 보수(USD8.55M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.35M) 수준입니다.
보상과 수익: Nello의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Nello Mainolfi (47 yo)
7.1yrs
재임 기간
US$8,545,609
보수
Dr. Nello Mainolfi, M.D., Ph D., is Co-Founder, President, Chief Executive Officer and Director at Kymera Therapeutics, Inc. since November 2019. Previously, at Kymera Therapeutics, Dr. Mainolfi served as...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 7.1yrs | US$8.55m | 0.81% $ 76.1m | |
| Chief Financial Officer | 7yrs | US$2.90m | 0.24% $ 22.5m | |
| Chief Legal Officer & Corporate Secretary | less than a year | US$6.37m | 0% $ 0 | |
| Chief Medical Officer | 7.8yrs | US$2.91m | 0.087% $ 8.1m | |
| Chief Business Officer | 1.3yrs | US$3.28m | 0.00055% $ 51.6k | |
| Vice President of Investor Relations | 3.5yrs | 데이터 없음 | 데이터 없음 | |
| Chief Development Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| SVP of Corporate Strategy | less than a year | 데이터 없음 | 데이터 없음 | |
| Head of Research | 5.2yrs | 데이터 없음 | 데이터 없음 | |
| Advisor | less than a year | US$3.46m | 0.0024% $ 224.4k | |
| Senior Vice President of Development Operations | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior VP & KT-621 Development Program Leader | no data | 데이터 없음 | 데이터 없음 |
1.0yrs
평균 재임 기간
56.5yo
평균 나이
경험이 풍부한 관리: KYMR의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 팀일 수 있습니다.
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 6.7yrs | US$8.55m | 0.81% $ 76.1m | |
| Independent Director | 4.5yrs | US$620.50k | 0% $ 0 | |
| Independent Chairman | 2.3yrs | US$636.87k | 데이터 없음 | |
| Independent Director | 5.3yrs | US$633.00k | 0% $ 0 | |
| Independent Director | 10.8yrs | US$643.00k | 0% $ 0 | |
| Independent Director | 6yrs | US$638.00k | 0% $ 0 | |
| Independent Director | 5.8yrs | US$630.58k | 0.0012% $ 114.6k | |
| Independent Director | 3.7yrs | US$613.00k | 0% $ 0 | |
| Independent Director | 6.3yrs | US$618.00k | 0% $ 0 |
5.8yrs
평균 재임 기간
52yo
평균 나이
경험이 풍부한 이사회: KYMR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/09 23:39 |
| 종가 | 2026/07/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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
Kymera Therapeutics, Inc.는 38명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Etzer Darout | Barclays |
| Eliana Merle | Barclays |
| Zhiqiang Shu | Berenberg |