MacroGenics, Inc.

NasdaqGS:MGNX 주식 리포트

시가총액: US$187.5m

MacroGenics 경영진

경영진 기준 점검 2/4

MacroGenics CEO는 Eric Risser, Aug2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $2.08M, 27% 급여 및 73% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $227.65K 가치에 해당하는 회사 주식의 0.12% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.5 년과 8.5 년입니다.

핵심 정보

Eric Risser

최고경영자

US$2.1m

총 보수

CEO 급여 비율27.01%
CEO 재임 기간less than a year
CEO 지분 보유율0.1%
경영진 평균 재임 기간2.5yrs
이사회 평균 재임 기간8.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Apr 26

MGNX: Antibody Drug Conjugate Pipeline And 2026 Data Will Drive Repricing

Narrative Update on MacroGenics Analysts have raised their price targets on MacroGenics by $2 to $4. They cite updated revenue assumptions and interest in the company’s antibody drug conjugate pipeline as key factors behind the change.
내러티브 업데이트 Apr 12

MGNX: Antibody Drug Conjugate Pipeline And Tubulus Deal Will Drive Repricing

Analysts raised their price target for MacroGenics from $5.00 to $9.00, citing updated assumptions for potential revenue growth, slightly higher profit margins, a lower discount rate and recent positive sentiment following the Tubulus deal and the outlook for antibody-drug conjugate data. Analyst Commentary Bullish analysts are pointing to recent research updates as a sign that expectations for MacroGenics are shifting toward a more constructive view, with price targets and ratings adjusted to reflect changing assumptions around future execution and potential revenue streams.
Seeking Alpha Apr 10

MacroGenics: Oncology Opportunities In Play, But Investing Feels Like A Gamble

Summary MacroGenics (MGNX) is rated Hold, reflecting significant upside potential but high risk and a limited funding runway beyond 2027. MGNX’s pipeline includes antibody drug conjugates and lorigerlimab, with the latter’s Phase 2 clinical hold recently lifted by the FDA. Key 2026 catalysts include clinical data from MGC026, MGC028, and the LINNET study, plus an IND submission for MGC030. Despite past setbacks and a $190m cash position, MGNX’s current valuation implies little pipeline value, making study success critical for future funding. Read the full article on Seeking Alpha
분석 기사 Jan 06

There's No Escaping MacroGenics, Inc.'s (NASDAQ:MGNX) Muted Revenues Despite A 26% Share Price Rise

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
내러티브 업데이트 Sep 25

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

The consensus analyst price target for MacroGenics increased to $3.75, primarily reflecting a higher expected future P/E multiple despite a decline in net profit margin. What's in the News Eric Risser appointed Chief Executive Officer, succeeding long-time CEO Scott Koenig; Risser has extensive company and industry experience, having led corporate development efforts that generated $1.6 billion in non-dilutive capital.
분석 기사 Sep 08

MacroGenics, Inc.'s (NASDAQ:MGNX) Share Price Boosted 30% But Its Business Prospects Need A Lift Too

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders would be excited to see that the share price has had a great month...
내러티브 업데이트 Aug 16

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

Despite an improving net profit margin and a sharply lower future P/E multiple reflecting more attractive valuation, the consensus analyst price target for MacroGenics has been notably reduced from $4.20 to $3.40. What's in the News Eric Risser appointed CEO, succeeding longtime leader Scott Koenig; Risser brings significant operational and business development experience, including generating over $1.6 billion in non-dilutive capital for the company.
분석 기사 Jul 24

MacroGenics, Inc. (NASDAQ:MGNX) Surges 37% Yet Its Low P/S Is No Reason For Excitement

MacroGenics, Inc. ( NASDAQ:MGNX ) shares have had a really impressive month, gaining 37% after a shaky period...
분석 기사 May 21

Analyst Forecasts For MacroGenics, Inc. (NASDAQ:MGNX) Are Surging Higher

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders will have a reason to smile today, with the analysts making substantial...
분석 기사 Apr 14

MacroGenics, Inc. (NASDAQ:MGNX) Looks Inexpensive After Falling 42% But Perhaps Not Attractive Enough

Unfortunately for some shareholders, the MacroGenics, Inc. ( NASDAQ:MGNX ) share price has dived 42% in the last thirty...
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새 내러티브 Apr 02

LORIKEET And LINNET Trials Will Spur Advances Amid Liquidity Risks

Future revenue growth potential hinges on successful trial outcomes and product approvals in ongoing and upcoming clinical studies.
분석 기사 Feb 28

MacroGenics, Inc. (NASDAQ:MGNX) Not Doing Enough For Some Investors As Its Shares Slump 26%

Unfortunately for some shareholders, the MacroGenics, Inc. ( NASDAQ:MGNX ) share price has dived 26% in the last thirty...
Seeking Alpha Feb 27

MacroGenics: Stacking Up A Lot Of Headwinds... But It's Fallen Too Far

Summary MacroGenics' valuation has declined due to continued bad news in 2024, impacting market sentiment. MGNX holds $179.6M in cash and equivalents, with a sustainable cash burn rate for up to 5 years. Sale of the margetuximab franchise poises the company for further financial stability. Operating expenses are expected to rise as clinical programs advance, with management projecting a cash runway into 2026. I think this is a conservative estimate. Although a lot has changed, I think these price levels are attractive for a tentative investment based on catalysts I anticipate in 2025 and beyond. Read the full article on Seeking Alpha
Seeking Alpha Dec 05

MacroGenics: A Productive Biotech With Growing Potential - Still Not A Buy

Summary MacroGenix was previously rated as a "Hold" due to uncertain revenue streams and high annual expenses of ~$300 million. Since the initial rating, MacroGenix's stock has dropped approximately 33%, reflecting ongoing financial challenges. The company's reliance on episodic milestones and minimal product revenues makes it unattractive for new investors. Existing investors might accept the risk, but the current financial outlook remains unattractive for prospective buyers. Read the full article on Seeking Alpha
분석 기사 Aug 01

Party Time: Brokers Just Made Major Increases To Their MacroGenics, Inc. (NASDAQ:MGNX) Earnings Forecasts

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders will have a reason to smile today, with the analysts making substantial...
분석 기사 Jul 30

MacroGenics, Inc.'s (NASDAQ:MGNX) Share Price Boosted 29% But Its Business Prospects Need A Lift Too

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...
분석 기사 Jul 12

We're A Little Worried About MacroGenics' (NASDAQ:MGNX) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
분석 기사 May 13

MacroGenics, Inc.'s (NASDAQ:MGNX) 81% Dip In Price Shows Sentiment Is Matching Revenues

MacroGenics, Inc. ( NASDAQ:MGNX ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha May 13

MacroGenics: Strong Likelihood Bad News Has Caused Overreaction (Rating Upgrade)

Summary Macrogenics' stock valuation has dropped over 70% after its first quarter update, creating a new opportunity for investors. The spotlight is on their product vobramitamab duocarmazine, and the phase 2 TAMARACK trial. Macrogenics has between 4 and 5 quarters of cash and investments on hand. Read the full article on Seeking Alpha
Seeking Alpha Apr 05

MacroGenics: Positive Safety Update Leads To Two Major Inflection Points In 2024

Summary Positive safety update released from phase 2 TAMARACK study, using vobra duo for the treatment of patients with metastatic castration-resistant prostate cancer. Updates to interim data from the phase 2 TAMARACK study expected by May 31st of 2024. Radiographic progression-free survival data from the phase 2 TAMARACK study, expected by fall of 2024. The global prostate cancer market size is estimated to reach $27.51 billion by 2032. Read the full article on Seeking Alpha
분석 기사 Feb 28

MacroGenics, Inc. (NASDAQ:MGNX) Surges 27% Yet Its Low P/S Is No Reason For Excitement

Despite an already strong run, MacroGenics, Inc. ( NASDAQ:MGNX ) shares have been powering on, with a gain of 27% in...
Seeking Alpha Feb 15

MacroGenics: Trying To Build A Better Everything

Summary MacroGenics, Inc. has a pipeline of promising drugs including Vobramitamab Duocarmazine, Lorigerlimab, Tebotelimab, MGD024, and IMGC936. The company has a strong financial position as of their latest report. MacroGenics faces both strengths and risks in their drug development and commercialization efforts. Read the full article on Seeking Alpha
분석 기사 Jan 09

There's No Escaping MacroGenics, Inc.'s (NASDAQ:MGNX) Muted Revenues

With a price-to-sales (or "P/S") ratio of 5.4x MacroGenics, Inc. ( NASDAQ:MGNX ) may be sending very bullish signals at...

CEO 보수 분석

Eric Risser의 보수는 MacroGenics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$2mUS$562k

-US$75m

Sep 30 2025n/an/a

-US$76m

Jun 30 2025n/an/a

-US$36m

Mar 31 2025n/an/a

-US$56m

Dec 31 2024n/an/a

-US$67m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$136m

Mar 31 2024n/an/a

-US$23m

Dec 31 2023n/an/a

-US$9m

Sep 30 2023n/an/a

US$50m

Jun 30 2023n/an/a

US$7m

Mar 31 2023n/an/a

-US$91m

Dec 31 2022US$2mUS$461k

-US$120m

Sep 30 2022n/an/a

-US$191m

Jun 30 2022n/an/a

-US$219m

Mar 31 2022n/an/a

-US$217m

Dec 31 2021US$2mUS$428k

-US$202m

Sep 30 2021n/an/a

-US$146m

Jun 30 2021n/an/a

-US$129m

Mar 31 2021n/an/a

-US$136m

Dec 31 2020US$1mUS$431k

-US$130m

Sep 30 2020n/an/a

-US$158m

Jun 30 2020n/an/a

-US$167m

Mar 31 2020n/an/a

-US$152m

Dec 31 2019US$2mUS$388k

-US$152m

보상 대 시장: Eric의 총 보수(USD2.08M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.59M)보다 높습니다.

보상과 수익: Eric의 보상은 회사가 적자임에도 증가했습니다.


CEO

Eric Risser (52 yo)

less than a year
재임 기간
US$2,078,854
보수

Mr. Eric Blasius Risser is President, Chief Executive Officer and Director at MacroGenics, Inc. since August 13, 2025. He served as Chief Operating Officer at MacroGenics, Inc. since February 22, 2022 unti...


리더십 팀

이름직위재임 기간보수지분
Eric Risser
CEO, President & Directorless than a yearUS$2.08m0.12%
$ 227.6k
James Karrels
Senior VP18yrsUS$1.15m0.32%
$ 607.8k
Ezio Bonvini
Senior VP of Research & Chief Scientific Officer9.7yrsUS$1.22m0.23%
$ 430.1k
Thomas Spitznagel
Senior Vice President of Technical Operations3.5yrsUS$1.88m0.061%
$ 113.7k
Jeffrey Peters
Senior VP8.9yrs데이터 없음0.049%
$ 91.8k
Steve Harig
Senior Vice President of Human Resourcesno data데이터 없음데이터 없음
Harish Krishnaswamy
Senior Vice President of Business Development & Portfolio Planningless than a year데이터 없음데이터 없음
Frank Perabo
Vice President & Interim Head of Clinical Developmentless than a year데이터 없음데이터 없음
Beth Smith
VP, Controller & Treasurer1.5yrs데이터 없음0.020%
$ 37.7k
2.5yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: MGNX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.5 년).


이사회 구성원

이름직위재임 기간보수지분
Eric Risser
CEO, President & Directorless than a yearUS$2.08m0.12%
$ 227.6k
David Stump
Independent Director12.7yrsUS$95.86k0.017%
$ 32.5k
Federica O'Brien
Independent Director5.3yrsUS$110.48k0.017%
$ 32.5k
Edward Hurwitz
Independent Director21.6yrsUS$85.86k0.069%
$ 130.0k
Margaret Liu
Independent Director3.3yrsUS$85.86k0.017%
$ 32.5k
Scott Koenig
Director24.7yrsUS$969.84k1.36%
$ 2.6m
William Heiden
Independent Chairman of the Board4yrsUS$145.03k0.17%
$ 327.5k
Meenu Chhabra Karson
Independent Director3.3yrsUS$80.22k0.017%
$ 32.5k
Scott Jackson
Independent Director9.3yrsUS$81.91k0.017%
$ 32.5k
Jay Siegel
Independent Director8.5yrsUS$106.28k0.017%
$ 32.5k
Karen Jean Ferrante
Independent Director9.3yrsUS$85.86k0.017%
$ 32.5k
8.5yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: MGNX의 이사회경험이 있음으로 간주됩니다(평균 재임 8.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/12 22:34
종가2026/05/12 00:00
수익2025/12/31
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.

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산업 및 섹터 지표

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분석가 소스

MacroGenics, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Etzer DaroutBarclays
Peter LawsonBarclays
Stephen V. ByrneBofA Global Research