Sagimet Biosciences Inc.

NasdaqGM:SGMT 주식 리포트

시가총액: US$448.9m

Sagimet Biosciences 경영진

경영진 기준 점검 2/4

Sagimet Biosciences CEO는 Dave Happel, Oct2022 에 임명되었습니다 의 임기는 3.75 년입니다. 총 연간 보상은 $3.24M, 19.4% 급여 및 80.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.69M 가치에 해당하는 회사 주식의 0.6% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2 년과 3.8 년입니다.

핵심 정보

Dave Happel

최고경영자

US$3.2m

총 보수

CEO 급여 비율19.44%
CEO 재임 기간3.8yrs
CEO 지분 보유율0.6%
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간3.8yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • May 14

Sagimet Biosciences: Making The Bull Case For Differentiated Denifanstat

Summary Sagimet Biosciences receives a Buy rating, driven by denifanstat's potential in MASH and acne, despite higher risk. Denifanstat met all endpoints in Phase 2b MASH and Phase 3 China acne trials, supporting optimism for US acne Phase 3. SGMT's near-term catalysts include US Phase 3 acne trial initiation and milestone payments from China partner Ascletis. Funding remains a concern, with the cash runway potentially not extending beyond 2027, making clinical and partnership progress critical. Read the full article on Seeking Alpha
분석 기사 • Apr 18

Here's Why We're Not Too Worried About Sagimet Biosciences' (NASDAQ:SGMT) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, Sagimet...
분석 기사 • Jan 12

We're Hopeful That Sagimet Biosciences (NASDAQ:SGMT) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, although...
분석 기사 • Mar 19

Sagimet Biosciences (NASDAQ:SGMT) Is In A Good Position To Deliver On Growth Plans

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Mar 07

Sagimet Biosciences' Denifanstat Should Be Worth More Today

Summary Denifanstat is SGMT’s leading FASN inhibitor for MASH. It has shown strong Phase 2b results and earned the FDA Breakthrough Therapy designation. SGMT also has a diversified pipeline on acne, solid tumors, and GBM, enhancing its optionality beyond its primary MASH focus. They’ve recently shown some positive trial milestones, including the first Phase 3 dosing. SGMT’s management estimates that if Denifanstat is approved as a MASH therapy, it could have significant market potential for millions of US patients. In my view, SGMT simply has too many strategic options like partnerships, licensing, or M&A that could unlock its value with Denifanstat in the next few years. Read the full article on Seeking Alpha
분석 기사 • Dec 15

Sagimet Biosciences (NASDAQ:SGMT) Is In A Good Position To Deliver On Growth Plans

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha • Nov 14

Sagimet: More Than Just A MASH Drug Development Biotech

Summary Sagimet Biosciences Inc.'s Initiation of the phase 3 FASCINIT and FASCINATE-3 studies, using denifanstat for treatment of patients with MASH/MAFLD & MASH respectively, expected before the end of 2024. The global acne treatment market size is projected to grow from $17.48 billion by 2032. Results from phase 3 study by partner Ascletis, using denifanstat for treatment of patients with Acne Vulgaris, expected by Q2 of 2025. The global non-alcoholic steatohepatitis market expected to reach $39.3 billion by 2031. Read the full article on Seeking Alpha
Seeking Alpha • Oct 18

Sagimet Soars: FDA Breakthrough Therapy Designation And Lancet Review Validate Denifanstat

Summary Sagimet Biosciences' Denifanstat shows significant potential in treating MASH, with FDA Breakthrough Therapy designation and peer-reviewed validation, supporting a "Strong Buy" rating. Denifanstat's unique FASN inhibition mechanism effectively reduces liver fibrosis, positioning it as a superior treatment for advanced MASH compared to competitors like Tirzepatide. SGMT's robust financials, including $188.5 million in liquidity and no debt, provide a solid foundation for advancing Denifanstat through Phase 3 trials. Potential applications in dermatology and oncology, along with favorable safety profiles, enhance Denifanstat's market prospects and underscore SGMT's undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Jul 31

Sagimet Biosciences' Denifanstat Remains A Strong Buy Despite Eli Lilly's Tirzepatide

Summary Sagimet Biosciences is progressing with Denifanstat research targeting MASH, acne, and cancer with promising Phase 2b trial results. Denifanstat is progressing toward Phase 3 trials, with positive results reinforcing its potential, especially for hepatic-impaired patients. Eli Lilly’s Tirzepatide presents strong competition for Denifanstat in MASH treatment, showing higher efficacy in recent trials. SGMT’s strong cash position and favorable valuation make it an attractive investment despite Eli Lilly's competitive pressures. Denifanstat’s unique safety profile and potential for combination therapies justify a "Strong Buy" rating, targeting niche markets and specific patient populations. Read the full article on Seeking Alpha
분석 기사 • May 31

Companies Like Sagimet Biosciences (NASDAQ:SGMT) Are In A Position To Invest In 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 26

Sagimet Biosciences' Denifanstat Imminent Phase 3: A Promising Investment Opportunity

Summary Sagimet Biosciences is a clinical-stage biopharmaceutical company researching a cure for metabolic dysfunction-related diseases by inhibiting fatty acid synthase. Revenue generated so far comes from licensing agreements, and no product sales are anticipated in the near future. SGMT's leading drug candidate, denifanstat, is progressing to phase 3 with successful trial results, targeting MASH, a leading cause of liver transplants. SGMT's balance sheet shows a cash runway of about 3.3 years, sufficient for Phase 3 trials. Still, I'm somewhat concerned due to a high rate of TEAEs related to denifanstat. Despite risks associated with clinical trials and adverse events, SGMT is a strong buy with significant upside potential in MASH. Read the full article on Seeking Alpha
Seeking Alpha • Jan 24

Sagimet: Additional Upside Possible After Latest NASH Data Release

Summary Primary endpoints and multiple secondary endpoints met in phase 2b FASCINATE study, using denifanstat for F2-F3 NASH patients with statistical significance. An end of phase 2 meeting and phase 3 trial initiation using denifanstat for the treatment of NASH patients with related fibrosis, is expected in 2024. The global non-alcoholic steatohepatitis market is expected to reach $20 billion by 2029. FASN pathway inhibition can also be used towards treating cancers and dermatological disorders. Read the full article on Seeking Alpha

CEO 보수 분석

Dave Happel의 보수는 Sagimet Biosciences의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$44m

Dec 31 2025US$3mUS$630k

-US$51m

Sep 30 2025n/an/a

-US$58m

Jun 30 2025n/an/a

-US$59m

Mar 31 2025n/an/a

-US$57m

Dec 31 2024US$906kUS$582k

-US$46m

Sep 30 2024n/an/a

-US$38m

Jun 30 2024n/an/a

-US$29m

Mar 31 2024n/an/a

-US$28m

Dec 31 2023US$3mUS$503k

-US$28m

Sep 30 2023n/an/a

-US$27m

Jun 30 2023n/an/a

-US$28m

Mar 31 2023n/an/a

-US$28m

Dec 31 2022US$7mUS$98k

-US$30m

보상 대 시장: Dave의 총 보수(USD3.24M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.47M)보다 높습니다.

보상과 수익: Dave의 보상은 회사가 적자임에도 증가했습니다.

CEO

Dave Happel (64 yo)

3.8yrs
재임 기간
US$3,239,994
보수

Mr. David A. Happel, also known as Dave, has been Chief Executive Officer and Director of Sagimet Biosciences Inc. since October 2022 and serves as its President since October 2022. From March 2020 through...

리더십 팀

이름직위재임 기간보수지분
David Happel
CEO, President & Director3.8yrsUS$3.24m0.60%
$ 2.7m
Elizabeth Rozek
Chief Legal & Administrative Officer3.3yrsUS$1.50m0.17%
$ 743.0k
Urs Greber
Co-Founderno data데이터 없음데이터 없음
Lucas Pelkmans
Co-Founderno data데이터 없음데이터 없음
Thierry Chauche
CFO & Principal Accounting Officer2.2yrsUS$2.56m0.0048%
$ 21.4k
Marie O'Farrell
Chief Scientific Officer1.5yrs데이터 없음데이터 없음
Robert D'Urso
Senior Vice President of New Products1.8yrs데이터 없음데이터 없음
Andreas Grauer
Chief Medical Officerless than a year데이터 없음데이터 없음
2.0yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: SGMT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2 년).

이사회 구성원

이름직위재임 기간보수지분
David Happel
CEO, President & Director3.8yrsUS$3.24m0.60%
$ 2.7m
Beth Seidenberg
Lead Independent Director19.3yrsUS$316.28k0.21%
$ 957.0k
Elizabeth Grammer
Independent Director5.3yrsUS$179.86k0%
$ 0
George Kemble
Non-Executive Chairman10.8yrsUS$175.59k0.040%
$ 177.9k
Anne Phillips
Independent Director1.9yrsUS$157.11k0%
$ 0
Paul Hoelscher
Independent Director2.3yrsUS$184.86k0%
$ 0
Jennifer Jarrett
Independent Director1.9yrsUS$157.30k0%
$ 0
3.8yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: SGMT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/29 16:11
종가2026/07/29 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 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

Sagimet Biosciences Inc.는 12명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Eliana MerleBarclays
Edward NashCanaccord Genuity
Jonathan WollebenCitizens JMP Securities, LLC