Protagonist Therapeutics 향후 성장

Future 기준 점검 5/6

Protagonist Therapeutics (는) 각각 연간 37.4% 및 22.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 36.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -5.7% 로 예상됩니다.

핵심 정보

37.4%

이익 성장률

36.28%

EPS 성장률

Biotechs 이익 성장	25.2%
매출 성장률	22.3%
향후 자기자본이익률	-5.71%
애널리스트 커버리지	Good
마지막 업데이트	21 May 2026

최근 향후 성장 업데이트

분석 기사 • May 08

Protagonist Therapeutics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Protagonist Therapeutics, Inc. ( NASDAQ:PTGX ) last week reported its latest first-quarter results, which makes it a...

Recent updates

분석 기사 • May 15

This Just In: Analysts Are Boosting Their Protagonist Therapeutics, Inc. (NASDAQ:PTGX) Outlook for This Year

Protagonist Therapeutics, Inc. ( NASDAQ:PTGX ) shareholders will have a reason to smile today, with the analysts making...

분석 기사 • May 08

Protagonist Therapeutics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Protagonist Therapeutics, Inc. ( NASDAQ:PTGX ) last week reported its latest first-quarter results, which makes it a...

Seeking Alpha • Jan 30

Protagonist Therapeutics: Assessing The 2026 Upside For Icotrokinra And Rusfertide

Summary Protagonist Therapeutics remains a high-conviction buy, driven by late-stage assets icotrokinra and rusfertide approaching regulatory milestones in 2026. PTGX’s robust cash position of $678.8 million provides a runway through 2028, supporting aggressive R&D and upcoming commercialization efforts. Both icotrokinra and rusfertide have demonstrated strong efficacy and safety in pivotal trials, with regulatory submissions underway and significant market opportunities ahead. Valuation is premium at 21x EV/sales, reflecting high investor expectations for late-stage pipeline success; downside risk remains if approvals falter. Read the full article on Seeking Alpha

분석 기사 • Oct 11

Protagonist Therapeutics, Inc.'s (NASDAQ:PTGX) 51% Price Boost Is Out Of Tune With Revenues

Despite an already strong run, Protagonist Therapeutics, Inc. ( NASDAQ:PTGX ) shares have been powering on, with a gain...

분석 기사 • Jun 13

Subdued Growth No Barrier To Protagonist Therapeutics, Inc. (NASDAQ:PTGX) With Shares Advancing 27%

Protagonist Therapeutics, Inc. ( NASDAQ:PTGX ) shareholders would be excited to see that the share price has had a...

Seeking Alpha • Mar 11

Protagonist Therapeutics: Much More Than Rusfertide In Place To Carry It

Summary Protagonist Therapeutics, Inc. achieved primary endpoint in a phase 3 VERIFY study using rusfertide in polycythemia vera and the phase 2b ANTHEM-UC study using icotrokinra in ulcerative colitis. Icotrokinra, a first-in-class IL-23 receptor agonist, shows promise in treating ulcerative colitis and plaque psoriasis, potentially shifting treatment paradigms in both of these indications. Financially stable with $559.2 million in cash and recent milestone payments, Protagonist can fund operations through 2028, reducing financial risk. Future PTGX prospects include expanding icotrokinra's use to Crohn's Disease and initiating phase 1 study for PN-881, targeting immune-mediated disorders like hidradenitis suppurativa. Read the full article on Seeking Alpha

Seeking Alpha • Jan 13

Protagonist: Rusfertide PV Data Q1 2025 Isn't The Only 2025 Catalyst On Deck

Summary Positive results achieved from both ICONIC studies using JNJ-2113 for the treatment of patients with moderate-to-severe plaque psoriasis; Superiority study is data expected in Q2 of 2025. Topline results from the phase 3 VERIFY study, using rusfertide for the treatment of patients with polycythemia vera, expected in Q1 of 2025. The global Polycythemia vera market size is expected to grow to $2.03 billion by 2032. The company had $583.3 million in cash as of September 30th of 2024; Enough cash to fund its operations until the end of 2027. Read the full article on Seeking Alpha

Seeking Alpha • Oct 16

The Prognosis For Protagonist Therapeutics: Solid Prospects, But Stock Is Pricey

Summary Today, we circle back to the clinical stage of biopharma Protagonist Therapeutics, Inc., whose stock has tripled over the past year. The company has two late-stage drug candidates that are partnered with Takeda and Johnson & Johnson, respectively. If pivotal trials turn out to be successful, both drugs could be approved in 2026. Still more upside in this rally? An updated analysis of Protagonist Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha

Seeking Alpha • Feb 25

이익 및 매출 성장 예측

NasdaqGM:PTGX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2028	312	71	223	238	7
12/31/2027	160	-87	27	-36	11
12/31/2026	509	258	311	296	12
3/31/2026	74	-115	-118	-117	N/A
12/31/2025	46	-130	56	58	N/A
9/30/2025	209	46	64	65	N/A
6/30/2025	209	52	37	40	N/A
3/31/2025	208	56	335	337	N/A
12/31/2024	434	275	183	184	N/A
9/30/2024	324	171	229	230	N/A
6/30/2024	319	170	231	232	N/A
3/31/2024	315	162	-64	-63	N/A
12/31/2023	60	-79	-71	-70	N/A
9/30/2023	N/A	-140	-119	-119	N/A
6/30/2023	N/A	-138	-118	-117	N/A
3/31/2023	1	-140	-105	-105	N/A
12/31/2022	27	-127	-109	-108	N/A
9/30/2022	35	-130	-104	-103	N/A
6/30/2022	45	-133	-108	-107	N/A
3/31/2022	47	-122	-118	-117	N/A
12/31/2021	27	-126	-109	-108	N/A
9/30/2021	24	-108	-101	-100	N/A
6/30/2021	27	-81	-88	-88	N/A
3/31/2021	31	-70	-86	-85	N/A
12/31/2020	29	-66	-73	-72	N/A
9/30/2020	26	-65	-68	-68	N/A
6/30/2020	17	-73	-66	-66	N/A
3/31/2020	2	-83	-42	-41	N/A
12/31/2019	0	-77	N/A	-42	N/A
9/30/2019	0	-74	N/A	-37	N/A
6/30/2019	2	-66	N/A	-32	N/A
3/31/2019	22	-45	N/A	-51	N/A
12/31/2018	31	-39	N/A	-50	N/A
9/30/2018	40	-28	N/A	-54	N/A
6/30/2018	43	-24	N/A	-4	N/A
3/31/2018	31	-31	N/A	-1	N/A
12/31/2017	20	-37	N/A	4	N/A
9/30/2017	9	-45	N/A	8	N/A
6/30/2017	N/A	-48	N/A	-39	N/A
3/31/2017	N/A	-40	N/A	-35	N/A
12/31/2016	N/A	-38	N/A	-30	N/A
9/30/2016	N/A	-32	N/A	-25	N/A
6/30/2016	N/A	-28	N/A	-22	N/A
3/31/2016	N/A	-24	N/A	-17	N/A

애널리스트 향후 성장 전망

수입 대 저축률: PTGX 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: PTGX (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: PTGX 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: PTGX 의 수익(연간 22.3%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: PTGX 의 수익(연간 22.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: PTGX는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/05/26 18:47
종가	2026/05/22 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	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 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

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

분석가 소스

Protagonist Therapeutics, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Etzer Darout	Barclays
Evan Seigerman	BMO Capital Markets Equity Research
Timothy Chiang	Capital One Securities, Inc.

Protagonist Therapeutics 향후 성장

Future 기준 점검 5/6

핵심 정보

최근 향후 성장 업데이트

Protagonist Therapeutics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Price target increased by 7.1% to US$43.00

Forecast to breakeven in 2024

Consensus revenue estimates fall by 25%

Price target increased by 10% to US$42.50

Consensus revenue estimates increase by 35%

Recent updates

CEO, President exercised options and sold US$5.9m worth of stock

Insufficient new directors

This Just In: Analysts Are Boosting Their Protagonist Therapeutics, Inc. (NASDAQ:PTGX) Outlook for This Year

Protagonist Therapeutics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Protagonist Therapeutics Secures US$250 Million Milestones as ICOTYDE Wins FDA Approval

Protagonist Therapeutics, Inc., Annual General Meeting, Jun 17, 2026

Takeda and Protagonist Therapeutics, Inc Announce FDA Accepts Priority Review for First-In-Class Therapy Rusfertide in Polycythemia Vera

Protagonist Therapeutics: Assessing The 2026 Upside For Icotrokinra And Rusfertide

Takeda and Protagonist Announce Submission of New Drug Application for Rusfertide for Treatment of Polycythemia Vera

Protagonist Therapeutics, Inc. and Takeda Pharmaceutical Company Limited Present Longer-Term Data At ASH 2025 Showing Rusfertide Delivers Durable Response and Hematocrit Control in Polycythemia Vera

Protagonist Therapeutics, Inc.'s (NASDAQ:PTGX) 51% Price Boost Is Out Of Tune With Revenues

Johnson & Johnson Reportedly in Talks to Buy Protagonist Therapeutics

Subdued Growth No Barrier To Protagonist Therapeutics, Inc. (NASDAQ:PTGX) With Shares Advancing 27%

Protagonist Therapeutics, Inc. and Takeda Announce Asco Plenary Presentation Highlighting Full 32-Week Results from Phase 3 Verify Study of Rusfertide

Protagonist Therapeutics, Inc., Annual General Meeting, Jun 20, 2025

Protagonist Therapeutics: Much More Than Rusfertide In Place To Carry It

Protagonist Therapeutics, Inc. Announces New Icotrokinra (Jnj-2113) Data from the Comprehensive Phase 3 Clinical Program and the Planned Initiation of the First-Ever Head-To-Head Study in Plaque Psoriasis

Protagonist Therapeutics, Inc. and Takeda Pharmaceutical Company Limited Announces Positive Topline Results from Phase 3 Verify Study of Rusfertide in Patients with Polycythemia Vera

Protagonist: Rusfertide PV Data Q1 2025 Isn't The Only 2025 Catalyst On Deck

Protagonist Therapeutics, Inc. Announces Transition of Suneel Gupta from Chief Development Officer to Executive Vice President, Clinical Development

Protagonist Reports Final Results From Rusfertide Phase 2 REVIVE Study Showing Durable Hematocrit Control at the ASH 2024 Annual Meeting

Protagonist Therapeutics, Inc. Announces Positive Topline Results from Phase 3 ICONIC Studies of Icotrokinra (JNJ-2113)

The Prognosis For Protagonist Therapeutics: Solid Prospects, But Stock Is Pricey

Protagonist Therapeutics, Inc. Announces Publication of Phase 1 Clinical Data on JNJ-2113 in the Journal

Protagonist Therapeutics Appoints Newman Yeilding as Chief Scientific Advisor, Effective August 1, 2024

Protagonist Therapeutics, Inc. Reports Updated Long Term Results from Rusfertide Phase 2 REVIVE Study at the EHA2024 Congress Showowing Durable Hematocrit Control

Investor sentiment improves as stock rises 16%

CEO, President notifies of intention to sell stock

Executive VP & Chief Financial Officer recently sold US$378k worth of stock

Executive VP & Chief Financial Officer notifies of intention to sell stock

Price target increased by 7.1% to US$43.00

Forecast to breakeven in 2024

Protagonist Therapeutics: Why I Remain On Sidelines Despite Obvious Promise

Consensus revenue estimates fall by 25%

Price target increased by 10% to US$42.50

CEO, President notifies of intention to sell stock

Protagonist Therapeutics, Inc. Announces $10 Million Payment for Achievement of Clinical Milestone in Phase 2b ANTHEM-UC Study of JNJ-2113 in Adults with Moderately to Severely Active Ulcerative Colitis

Protagonist Therapeutics, Inc. Announces Two New Phase 3 ICONIC Studies in Psoriasis Evaluating JNJ-2113 in Head-To-Head Comparisons with Deucravacitinib

Consensus revenue estimates increase by 35%

Price target decreased by 9.1% to US$35.83

Consensus revenue estimates increase by 102%

Protagonist Therapeutics, Inc. Announces Achievement of $50 Million Milestone Event After Third Patient is Dosed in Phase 3 Study of JNJ-2113 in Moderate-to-Severe Psoriasis

Protagonist Therapeutics, Inc. Announces Appointment of Daniel N. Swisher, Jr. to Its Board of Director

Chief Development Officer exercised options to buy US$282k worth of stock.

Consensus revenue estimates increase by 250%

New minor risk - Profitability

Consensus revenue estimates fall by 30%

Protagonist Therapeutics, Inc. Announces Retirement of Sarah Noonberg as Director

Price target increased by 7.3% to US$39.00

Protagonist Therapeutics, Inc., Annual General Meeting, May 27, 2024

Price target increased by 9.1% to US$37.83

Consensus revenue estimates increase by 100%

Protagonist Reports Positive Results from Phase 1 and Pre-Clinical Studies of Oral Interleukin-23 Receptor Antagonist JNJ-2113

Consensus revenue estimates decrease by 17%, EPS upgraded

Forecast to breakeven in 2025

First quarter 2023 earnings released: US$0.67 loss per share (vs US$0.43 loss in 1Q 2022)

Consensus revenue estimates fall by 51%

Full year 2022 earnings: EPS and revenues miss analyst expectations

Protagonist Therapeutics, Inc. Announces David Liu, Chief R&D Strategy Officer, Transitioned to Part-Time R&D Strategy Advisor

Insider exercised options to buy US$812k worth of stock.

Insufficient new directors

Third quarter 2022 earnings released: US$0.64 loss per share (vs US$0.70 loss in 3Q 2021)

Protagonist Announces Appointment of Arturo Molina, M.D., M.S., F.A.C.P. as Chief Medical Officer

Price target decreased to US$34.40

CEO, President exercised options to buy US$187k worth of stock.

Second quarter 2022 earnings: EPS and revenues exceed analyst expectations

Protagonist: Too Many Red Flags

Protagonist Therapeutics, Inc. to Present Updated Phase 2 Rusfertide Clinical Results in Polycythemia Vera (PV) at ASCO 2022

Consensus revenue estimates increase by 28%