Mirati Therapeutics, Inc.

NasdaqGS:MRTX 주식 리포트

시가총액: US$4.1b

This company has been acquired

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

Mirati Therapeutics 경영진

경영진 기준 점검 4/4

Mirati Therapeutics CEO는 Chuck Baum, Nov2012 에 임명되었습니다 의 임기는 11.17 년입니다. 총 연간 보상은 $7.42M, 9.2% 급여 및 90.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $6.57M 가치에 해당하는 회사 주식의 0.16% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.5 년과 5.1 년입니다.

핵심 정보

Chuck Baum

최고경영자

US$7.4m

총 보수

CEO 급여 비율9.22%
CEO 재임 기간11.2yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간2.5yrs
이사회 평균 재임 기간5.1yrs

최근 경영진 업데이트

Recent updates

분석 기사 • Oct 05

We Think Mirati Therapeutics (NASDAQ:MRTX) Needs To Drive Business Growth Carefully

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
분석 기사 • Jun 22

Is Mirati Therapeutics (NASDAQ:MRTX) In A Good Position To Invest In Growth?

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 • May 17

Need To Know: Analysts Are Much More Bullish On Mirati Therapeutics, Inc. (NASDAQ:MRTX) Revenues

Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) shareholders will have a reason to smile today, with the analysts making...
분석 기사 • Feb 01

We Think Mirati Therapeutics (NASDAQ:MRTX) Needs To Drive Business Growth Carefully

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 • Dec 09

Some Analysts Just Cut Their Mirati Therapeutics, Inc. (NASDAQ:MRTX) Estimates

The analysts covering Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) delivered a dose of negativity to shareholders today...
분석 기사 • Oct 08

We Think Mirati Therapeutics (NASDAQ:MRTX) Can Afford To Drive Business Growth

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 • Sep 11

Is There An Opportunity With Mirati Therapeutics, Inc.'s (NASDAQ:MRTX) 30% Undervaluation?

In this article we are going to estimate the intrinsic value of Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) by estimating...
Seeking Alpha • Sep 08

Mirati: A Potential Blockbuster Stock, Will Need Patience

Summary Mirati has strong competitive differences against larger rival Amgen. However, lead indication, 2nd line NSCLC, is not where these differences will come out. Investors need to be patient and wait for combo data, 1st line NSCLC and especially CRC for Mirati to really stand out. I have been regularly covering Mirati Therapeutics, Inc. (MRTX) for nearly a year now. The stock has been on a steady downward movement throughout, and has only plateaued around June from the earlier spiral. Indeed, since my last cautious coverage, the stock is up 35%. One key reason for Mirati’s price movement is Amgen’s (AMGN) recent data from lumakras, which has again showed Mirati's superior data for adagrasib. For people in the know, to cover Mirati and not to mention lumakras is ludicrous. The adagrasib-lumakras story is thoroughly intertwined. You need to understand lumakras in order to get the Mirati story. Mirati competes with Amgen in the KRAS G12C mutant NSCLC space. In 2nd line NSCLC, Adagrasib may have a slight edge over lumakras in efficacy, however lumakras may have an edge - also slight - in safety; plus it is ahead in clinical development, having been approved on an accelerated basis, and it has a higher median duration of response to boot. Adagrasib’s slight edge lies in the slightly higher ORR, and signs of improvement in patients with brain metastases; as well as in patients with a specific co-mutation which is known to have poor prognosis. Another important point is that adagrasib works well in combination with other drugs. For example, adagrasib has very superior data in frontline NSCLC in combination with keytruda. Lumakras' data here is much poorer. As I said about these two points before: Another angle with adagrasib is its CNS penetration. Mice data has shown that adagrasib has a much better brain concentration than AstraZeneca’s Tagrisso. The company is enrolling a cohort of patients to assess adagrasib in NSCLC patients with a G12C mutation and active brain metastases. Also, KRAS and STK11 co-mutations comprise approximately 30% of KRASG12C mutant NSCLC. A potentially registration enabling Phase 2 monotherapy study in 1st line NSCLC patients with STK11 co-mutation was initiated in Q1:2021. About this program, the company said: Patients with STK11 co-mutations or TTS scores of less than 1% have a poor prognosis with standard of care therapies with objective response rates in the first-line of approximately 30% and median progression-free survival of less than 6 months. In patients with STK11 co-mutations, published real-world data suggests that the medium progression-free survival is approximately 2 months. Collectively, these 2 patient sub-groups represent greater than 40% of the total first-line KRAS G12C non-small cell lung cancer patient population. We are discussing the potential registration pathways for each of these patient populations with the FDA. It is also the only molecule in its class with a ~24 hour half life. Lumakras (Sotorasib) has a half life of 5.5 hours. While this was about NSCLC, where adagrasib has some competition from lumakras, I have said before that in CRC, adagrasib’s data is beyond compare. Unfortunately for Mirati investors, the company’s lead indication right now is 2nd line NSCLC. Therefore, the market may believe Mirati is playing catch up with Amgen. This isn’t true for CRC. While lumakras has had just a 7% response rate in CRC, Mirati showed a 22% response rate and a median duration of response ((MDOR)) of 4.2 months. As the company has previously guided, anything better than 20% and 4 months respectively is good enough for seeking accelerated approval. Recently at ESMO 2022, Mirati again showed its superiority both as a monotherapy and as a combo in CRC versus lumakras - see here. In 2nd line NSCLC, though, while Amgen managed to push in a very late breaking abstract from its CODEBREAK-200 confirmatory trial, the data readout pushed up MRTX stock because it throws some doubt on lumakras’ full approval based on this data alone.
Seeking Alpha • Aug 31

Mirati jumps 11% as Amgen meets key goal for rival cancer drug

The shares of clinical-stage biotech Mirati Therapeutics (NASDAQ:MRTX) added ~11% in the pre-market trading Wednesday after Amgen (AMGN) announced a lung cancer medication that rivals the company’s key asset adagrasib reached the primary objective in a late-stage trial. AMGN’s Lumakras is a KRAS G12C inhibitor similar to MRTX’s adagrasib, which is currently undergoing the U.S. regulatory review for non-small cell lung cancer (NSCLC) as a second-line option. While the FDA has already approved Lumakras for certain patients with NSCLC, its continued approval depends on the results of confirmatory trials. Announcing topline data from a Phase 3 trial, AMGN said Tuesday that the once-daily oral therapy met the primary endpoint of progression-free survival (PFS) compared to standard of care chemotherapy in NSCLC, an event with de-risking potential for adagrasib. Read: Arguing that MRTX lacks significant benefits over AMGN in NSCLC, Seeking Alpha contributor Avisol Capital Partners points to the prospects of adagrasib in colorectal cancer and pancreatic cancers.
Seeking Alpha • Aug 08

Mirati gains as Amgen posts new combination data for rival cancer drug

Mirati Therapeutics (NASDAQ:MRTX) added ~10% in the pre-market Monday after Amgen (AMGN) posted Phase 1 data for the rival KRAS inhibitor Lumakras, highlighting liver side effects of the cancer drug in combination with immunotherapies. In 2021, Lumakras became the first approved targeted therapy for tumors with any KRAS mutation when the FDA greenlighted it for adult patients with non-small cell lung cancer (NSCLC). However, the KRAS inhibitor in combination with immunotherapies pembrolizumab or atezolizumab, developed by Merck (MRK) and Roche (OTCQX:RHHBY) (OTCQX:RHHBF), respectively, led to an objective response rate of only 29% in patients with KRAS G12C-mutated NSCLC. Notably, the drug combo was linked to a higher incidence of grade 3-4 treatment-related adverse events (TRAEs), mainly increases in liver enzymes, Amgen (AMGN) said, posting the data ahead of a presentation at a medical event. Amgen’s (AMGN) KRAS inhibitor Adagrasib is currently under FDA review as a second-line option in lung cancer.
분석 기사 • Aug 08

Need To Know: Analysts Are Much More Bullish On Mirati Therapeutics, Inc. (NASDAQ:MRTX) Revenues

Shareholders in Mirati Therapeutics, Inc. ( NASDAQ:MRTX ) may be thrilled to learn that the analysts have just...
Seeking Alpha • Jun 21

Mirati: Not Looking Good In 2022, But Stronger Prospects In 2-3 Years

Mirati will probably not get accelerated approval for adagrasib in 2nd line NSCLC. This will delay their program for two years. However, much of their data is stronger than Amgen's lumakras.

CEO 보수 분석

Chuck Baum의 보수는 Mirati Therapeutics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Sep 30 2023n/an/a

-US$726m

Jun 30 2023n/an/a

-US$738m

Mar 31 2023n/an/a

-US$737m

Dec 31 2022US$7mUS$685k

-US$741m

Sep 30 2022n/an/a

-US$738m

Jun 30 2022n/an/a

-US$645m

Mar 31 2022n/an/a

-US$634m

Dec 31 2021US$18mUS$662k

-US$582m

Sep 30 2021n/an/a

-US$483m

Jun 30 2021n/an/a

-US$491m

Mar 31 2021n/an/a

-US$407m

Dec 31 2020US$12mUS$615k

-US$358m

Sep 30 2020n/an/a

-US$329m

Jun 30 2020n/an/a

-US$296m

Mar 31 2020n/an/a

-US$259m

Dec 31 2019US$8mUS$597k

-US$213m

Sep 30 2019n/an/a

-US$169m

Jun 30 2019n/an/a

-US$142m

Mar 31 2019n/an/a

-US$125m

Dec 31 2018US$5mUS$580k

-US$98m

Sep 30 2018n/an/a

-US$88m

Jun 30 2018n/an/a

-US$77m

Mar 31 2018n/an/a

-US$67m

Dec 31 2017US$2mUS$563k

-US$70m

보상 대 시장: Chuck의 총 보수(USD7.42M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.00M) 수준입니다.

보상과 수익: Chuck의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Chuck Baum (65 yo)

11.2yrs
재임 기간
US$7,420,213
보수

Dr. Charles M. Baum, M.D., Ph D., also known as Chuck, is a Director of Acrivon Therapeutics, Inc. from June 2023. Dr. Baum is an Independent Director of Poseida Therapeutics, Inc. from May 16, 2022.He se...

리더십 팀

이름직위재임 기간보수지분
Charles Baum
Founder11.2yrsUS$7.42m0.16%
$ 6.6m
James Christensen
Executive VP & Chief Scientific Officer10yrsUS$5.01m0.082%
$ 3.4m
Alan Bart Sandler
Executive VP & Chief Medical Officer1.2yrsUS$5.30m0.014%
$ 587.2k
Aaron Ondrey
Chief Financial Officerless than a year데이터 없음0.056%
$ 2.3m
Betsy Gelfand
Chief Accounting Officerless than a year데이터 없음데이터 없음
John Moriarty
Chief Legal Officer & Corporate Secretary1yr데이터 없음데이터 없음
Peter Lee
Chief Compliance Officer2yrs데이터 없음데이터 없음
Michael Paolucci
Chief People Officer2yrs데이터 없음데이터 없음
Benjamin Hickey
Chief Commercial Officer4yrsUS$6.93m0.040%
$ 1.6m
Kelly Covello
VP & Head of Medical Affairs3.8yrs데이터 없음데이터 없음
Ryan Asay
VP & Head of Corporate Affairs3.8yrs데이터 없음데이터 없음
Susan Welsh
Senior VP of Pharmacovigilance & Chief Safety Officer3yrs데이터 없음데이터 없음
2.5yrs
평균 재임 기간
55yo
평균 나이

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

이사회 구성원

이름직위재임 기간보수지분
Charles Baum
Founder11.2yrsUS$7.42m0.16%
$ 6.6m
Bruce Leonard Carter
Independent Director7.3yrsUS$700.41k0.0086%
$ 353.3k
George Demetri
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Faheem Hasnain
Chairman & Lead Independent Director4.9yrsUS$979.79k0.012%
$ 511.8k
Julie Michele Cherrington
Independent Director4.6yrsUS$697.91k0%
$ 0
Stephen Baylin
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Lillian Siu
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Aaron Davis
Independent Director5.1yrsUS$677.91k0.061%
$ 2.5m
Pasi Antero Janne
Member of Scientific Advisory Board5yrs데이터 없음데이터 없음
Craig Johnson
Independent Director10.3yrsUS$702.91k0.0086%
$ 353.3k
Channing Der
Member of Scientific Advisory Board5yrs데이터 없음데이터 없음
Maria Martinez-Davis
Independent Director5.1yrsUS$695.41k0.0086%
$ 353.3k
5.1yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: MRTX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.1 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2024/01/23 02:18
종가2024/01/22 00:00
수익2023/09/30
연간 수익2022/12/31

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.

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산업 및 섹터 지표

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분석가 소스

Mirati Therapeutics, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Huidong WangBarclays
George FarmerBMO Capital Markets Equity Research
Jason Matthew GerberryBofA Global Research