MoonLake Immunotherapeutics

NasdaqCM:MLTX 주식 리포트

시가총액: US$1.3b

MoonLake Immunotherapeutics 경영진

경영진 기준 점검 3/4

MoonLake Immunotherapeutics CEO는 Jorge da Silva, Jul2021 에 임명되었습니다 의 임기는 4.83 년입니다. 총 연간 보상은 $4.94M, 15.4% 급여 및 84.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $53.20M 가치에 해당하는 회사 주식의 4.01% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.9 년과 4.1 년입니다.

핵심 정보

Jorge da Silva

최고경영자

US$4.9m

총 보수

CEO 급여 비율15.42%
CEO 재임 기간4.8yrs
CEO 지분 보유율4.0%
경영진 평균 재임 기간2.9yrs
이사회 평균 재임 기간4.1yrs

최근 경영진 업데이트

Recent updates

분석 기사 • Jul 26

Is MoonLake Immunotherapeutics (NASDAQ:MLTX) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Jun 03

MoonLake Immunotherapeutics: More Sonelokimab Success, With Big Pharma Interest

Summary MoonLake Immunotherapeutics completed enrollment in the two-phase 3 VELA studies using Sonelokimab for the treatment of patients with hidradenitis suppurativa. The global psoriatic arthritis market is projected to reach $24.2 billion by the end of 2031. Merck's $3 billion non-binding acquisition offer highlights the significant buyout potential of the company and validates its late-stage pipeline value. MLTX's strong cash position funds operations into 2028, but risks remain around clinical trial outcomes and competitive benchmarks, especially versus SKYRIZI in PsA. Read the full article on Seeking Alpha
분석 기사 • Apr 09

We Think MoonLake Immunotherapeutics (NASDAQ:MLTX) 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 • Apr 08

MoonLake Immunotherapeutics: A Buy At Dips

Summary MoonLake Immunotherapeutics showed strong performance with sonelokimab, outperforming competitors in clinical trials, yet faced a significant stock drop due to institutional sell-offs. Despite mixed results from the ARGO study, sonelokimab demonstrated superior efficacy against Humira and Secukinumab, indicating strong potential for future success. Institutional sell-offs in late 2023 caused a drastic stock decline, but MLTX remains financially stable with a cash runway extending into 2027. With promising catalysts in 2025 and potential market opportunities worth billions, MLTX is a buy on dips for risk-tolerant investors. Read the full article on Seeking Alpha
분석 기사 • Jan 20

Are Investors Undervaluing MoonLake Immunotherapeutics (NASDAQ:MLTX) By 39%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, MoonLake Immunotherapeutics fair value estimate is US$72.37...
분석 기사 • Dec 16

We're Not Very Worried About MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn Rate

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

MoonLake Immunotherapeutics: Lack Of Near Term Catalysts Makes It A Hold

Summary MoonLake Immunotherapeutics' stock has been volatile but is currently back to its previous year's level, reflecting mixed performance in a bullish biotech market. SLK, MoonLake's key asset, shows promising Phase 2b results in HS, PsA, and psoriasis, with Phase 3 trials ongoing and new indications being explored. Financially, MLTX has a $3bn market cap and $520mn cash, ensuring a runway of 10-12 quarters despite significant R&D expenses. The primary risk is the lack of near-term catalysts, with significant data expected only by mid-2025, making it a hold rather than a buy. Read the full article on Seeking Alpha
분석 기사 • Aug 27

MoonLake Immunotherapeutics (NASDAQ:MLTX) Is In A Strong Position To Grow Its Business

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Jul 18

MoonLake Immunotherapeutics: Second Late-Stage Program Moves Sonelokimab Forward

Summary MoonLake Immunotherapeutics launched VELA-1 and VELA-2 as two studies using sonelokimab for the treatment of patients with Hidradenitis Suppurativa; Topline 16-week primary endpoint expected end of 2026. The global hidradenitis suppurativa market is expected to reach $1 billion by 2029. The initiation of the IZAR program, using sonelokimab for patients with Psoriatic Arthritis, is expected to launch in Q4 of 2024; Primary endpoint data is expected at the end of 2026. There is potential to establish a competitive advantage by using Nanobody technology, which incorporates smaller molecules along with drugs developed to target both cytokines IL-17A and IL-17F. Read the full article on Seeking Alpha
분석 기사 • May 14

Here's Why We're Not At All Concerned With MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha • Feb 26

MoonLake Immunotherapeutics: Novel Technology, But Still In Phase 3

Summary MoonLake Immunotherapeutics has exclusively licensed nanobody technology to develop treatments for inflammatory diseases. The company is focusing on psoriasis and hidradenitis suppurativa, targeting interleukins 17A and 17F as the main culprits for excessive inflammation. MoonLake has completed phase 2 clinical trials and is entering phase 3, showing promising results so far, but there are still development risks and outstanding financial burdens. The value gap exists, which is positive, but with the development risks of a novel technology, we aren't sure what sort of margin of safety can be expected. Read the full article on Seeking Alpha
분석 기사 • Jan 29

We're Not Worried About MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn

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 • Oct 16

Here's Why We're Not At All Concerned With MoonLake Immunotherapeutics' (NASDAQ:MLTX) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, MoonLake...
Seeking Alpha • Jul 26

Vetter Pharma to provide fill and finish services to MoonLake Immunotherapeutics

MoonLake Immunotherapeutics (NASDAQ:MLTX) on Tuesday said it had signed a services agreement with contract development and manufacturing organization Vetter Pharma International GmbH. As per the deal, Vetter will be responsible for fill and finish services. Vetter will oversee the the aseptic filling of syringes with MLTX's investigational nanobody sonelokimab. Vetter will also be responsible for the subsequent assembly into an autoinjector combination device and packaging. MLTX stock -1.8% to $6.93 in morning trading.

CEO 보수 분석

Jorge da Silva의 보수는 MoonLake Immunotherapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$257m

Dec 31 2025US$5mUS$762k

-US$227m

Sep 30 2025n/an/a

-US$210m

Jun 30 2025n/an/a

-US$176m

Mar 31 2025n/an/a

-US$145m

Dec 31 2024US$1mUS$698k

-US$119m

Sep 30 2024n/an/a

-US$81m

Jun 30 2024n/an/a

-US$55m

Mar 31 2024n/an/a

-US$41m

Dec 31 2023US$1mUS$586k

-US$36m

Sep 30 2023n/an/a

-US$46m

Jun 30 2023n/an/a

-US$46m

Mar 31 2023n/an/a

-US$48m

Dec 31 2022US$4mUS$460k

-US$50m

Sep 30 2022n/an/a

-US$58m

Jun 30 2022n/an/a

-US$54m

Dec 31 2021US$5mUS$230k

-US$64m

보상 대 시장: Jorge의 총 보수(USD4.94M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.47M) 수준입니다.

보상과 수익: Jorge의 보상은 회사가 적자임에도 증가했습니다.

CEO

Jorge da Silva (48 yo)

4.8yrs
재임 기간
US$4,943,209
보수

Dr. Jorge Santos da Silva, Ph D., is a Co-Founder of MoonLake Immunotherapeutics (Alternate name MoonLake Immunotherapeutics AG) and has served as the Chief Executive Officer since April 2022 and serves as...

리더십 팀

이름직위재임 기간보수지분
Jorge da Silva
Co-Founder4.8yrsUS$4.94m4.01%
$ 53.2m
Kristian Reich
Co-Founder & Chief Scientific Officer4.1yrsUS$4.80m4.13%
$ 54.8m
Matthias Bodenstedt
Chief Financial Officer4.1yrsUS$4.69m1.61%
$ 21.3m
Oliver Daltrop
Chief Technical Officerno data데이터 없음데이터 없음
Carla Bretes
Director of Investor Relations & External Communications2.3yrs데이터 없음데이터 없음
Nicolas Mosimann
General Counsel3.4yrs데이터 없음데이터 없음
Joana Cortez
Associate Vice-President of Legal & Compliance2.3yrs데이터 없음데이터 없음
Tino Anthamatten
Vice President of Marketing2.3yrs데이터 없음데이터 없음
Luciana Marques
Associate Vice-President of HR2.3yrs데이터 없음데이터 없음
Nuala Brennan
Chief Clinical Development Officer4.7yrs데이터 없음데이터 없음
Roman Akbar-Haase
Chief of Staff to the Executive Board2.3yrs데이터 없음데이터 없음
Wulf Boecher
Chief Medical Officerno data데이터 없음데이터 없음
2.9yrs
평균 재임 기간
48yo
평균 나이

경험이 풍부한 관리: MLTX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.9 년).

이사회 구성원

이름직위재임 기간보수지분
Jorge da Silva
Co-Founder4.1yrsUS$4.94m4.01%
$ 53.2m
Catherine Moukheibir
Independent Director4.1yrsUS$286.85k0%
$ 0
Andrew Phillips
Independent Director4.1yrsUS$280.35k0%
$ 0
Ramnik Xavier
Independent Director4.1yrsUS$299.35k0%
$ 0
Spike Loy
Lead Independent Director4.1yrsUS$276.85k0%
$ 0
4.1yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 이사회: MLTX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.1 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 21:45
종가2026/05/26 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

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

MoonLake Immunotherapeutics는 16명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Julian HarrisonBTIG
Prakhar AgrawalCantor Fitzgerald & Co.
Samantha Lynn SemenkowCitigroup Inc