Solid Biosciences Inc.

NasdaqGS:SLDB 주식 리포트

시가총액: US$640.9m

Solid Biosciences 경영진

경영진 기준 점검 2/4

Solid Biosciences CEO는 Bo Cumbo, Dec2022 에 임명되었습니다 의 임기는 3.42 년입니다. 총 연간 보상은 $5.22M, 12.5% 급여 및 87.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.53M 가치에 해당하는 회사 주식의 0.24% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.4 년과 8.3 년입니다.

핵심 정보

Bo Cumbo

최고경영자

US$5.2m

총 보수

CEO 급여 비율12.46%
CEO 재임 기간3.4yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간3.4yrs
이사회 평균 재임 기간8.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Mar 12

Solid Biosciences: Interim Data Lends Credibility For Q1 2026 Trial Start

Summary Solid Biosciences retains a "Strong Buy" rating, driven by robust interim data for SGT-003 in pediatric Duchenne Muscular Dystrophy [DMD]. The company demonstrated 60% mean microdystrophin expression at Day 90 in its phase 1/2 INSPIRE DUCHENNE trial, with safety confirmed in 40 patients. A $240 million private placement in March 2026 extends the cash runway, supporting key milestones through 2027. Upcoming catalysts include phase 3 IMPACT DUCHENNE first dosing in Q1 2026 and a potential FDA Accelerated Approval update by mid-2026. Read the full article on Seeking Alpha
분석 기사 • Oct 23

We're Keeping An Eye On Solid Biosciences' (NASDAQ:SLDB) Cash Burn Rate

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 • Jul 09

We're Not Very Worried About Solid Biosciences' (NASDAQ:SLDB) Cash Burn Rate

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 • Apr 08

Solid Biosciences: A Strong Buy As An Emerging Biotech In The Gene Therapy Space

Summary Solid Biosciences is repositioning itself in a scrutinized space with promising early-stage trial results for its lead candidate, SGT-003. Recent events involving Sarepta Therapeutics have unfairly impacted Solid's stock price, creating a potential recovery opportunity if Sarepta clarifies the isolated nature of the patient's death. Solid's pipeline includes SGT-003 for DMD, SGT-212 for Friedreich’s ataxia, and SGT-501 for CPVT, with promising early data and no serious adverse effects. Despite risks, Solid's strong financial position and potential market disruption with SGT-003 make it a Buy, assuming continued safety and favorable Sarepta developments. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

Solid Biosciences: Differentiating Factors Of SGT-212 To Set Itself Apart

Summary Initiation of phase 1b study, using gene therapy SGT-212 for the treatment of patients with Friedreich's Ataxia, expected 2nd half of 2025. The global Friedreich's Ataxia market is expected to grow to $7.56 billion in 2034. Data from the first 3 patients of the phase 1/2 INSPIRE DUCHENNE study, using SGT-003 for the treatment of patients with Duchenne Muscular Dystrophy, expected in Q1 of 2025. SGT-501 is another gene therapy product candidate with an expected IND filing in the 1st half of 2025 for the treatment of patients with RYR2-mediated Catecholaminergic Polymorphic Ventricular Tachycardia. Read the full article on Seeking Alpha
분석 기사 • Nov 16

Is Solid Biosciences (NASDAQ:SLDB) In A Good 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...
분석 기사 • Jul 26

We Think Solid Biosciences (NASDAQ:SLDB) Can Afford To Drive Business Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Solid...
Seeking Alpha • Apr 10

Buy Solid Biosciences: Unpacking Its Main Value Driver

Summary Solid Biosciences is focused on gene therapy innovation for neuromuscular and cardiac conditions. Their flagship drug therapy for Duchenne muscular dystrophy (DMD) is expected to be tested in Q2 2024. SLDB recently received additional liquidity from a PIPE investment, improving its risk-reward equation. SLDB's valuation appears undervalued relative to its peers, which is why I ultimately lean bullish post-PIPE investment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 17

Solid Biosciences: DMD Treatment Advancement With Next-Generation Capsid

Summary IND SGT-003 gene therapy cleared for phase 1/2 testing: First patient dosing expected late Q1 2024 with biomarker/functional data expected Q3 of 2024. The global Duchenne Muscular Dystrophy drugs market is expected to reach $27.4 billion by 2030. Solid Biosciences might be able to overcome gene therapy competitors in the DMD space with its own proprietary capsid of AAV-SLB101, which may end up having better transgene expression. An IND filing to begin a phase 1 study using SGT-501 for the treatment of patients with catecholaminergic polymorphic ventricular tachycardia is expected by Q1 of 2025. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

Solid Biosciences to acquire gene therapy company AavantiBio

Life sciences company Solid Biosciences (NASDAQ:SLDB) will acquire the gene therapy company AavantiBio. The combined entity aims to advance a portfolio of neuromuscular and cardiac programs. The merger is subject to an approval by the shareholders of Solid. Post the transaction, the current CEO of AavantiBio, Bo Cumbo, will assume the role of president and CEO of Solid Biosciences. In support of the acquisition, SLDB has entered into a securities purchase agreement with a select group of institutional investors and accredited investors for a $75M private placement. The private placement is expected to close concurrently with the closing of the merger in Q4. The combined entity is expected to have total cash and investments of ~$215M post the closing of the merger. SLDB shares were trading +17.47% pre-market. Source: Press Release
분석 기사 • Apr 30

Analysts Have Lowered Expectations For Solid Biosciences Inc. (NASDAQ:SLDB) After Its Latest Results

It's shaping up to be a tough period for Solid Biosciences Inc. ( NASDAQ:SLDB ), which a week ago released some...
분석 기사 • Apr 28

Some Analysts Just Cut Their Solid Biosciences Inc. (NASDAQ:SLDB) Estimates

The latest analyst coverage could presage a bad day for Solid Biosciences Inc. ( NASDAQ:SLDB ), with the analysts...
분석 기사 • Mar 17

We're Keeping An Eye On Solid Biosciences' (NASDAQ:SLDB) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...

CEO 보수 분석

Bo Cumbo의 보수는 Solid Biosciences의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$192m

Dec 31 2025US$5mUS$651k

-US$174m

Sep 30 2025n/an/a

-US$167m

Jun 30 2025n/an/a

-US$154m

Mar 31 2025n/an/a

-US$140m

Dec 31 2024US$5mUS$608k

-US$125m

Sep 30 2024n/an/a

-US$102m

Jun 30 2024n/an/a

-US$91m

Mar 31 2024n/an/a

-US$90m

Dec 31 2023US$919kUS$585k

-US$96m

Sep 30 2023n/an/a

-US$91m

Jun 30 2023n/an/a

-US$90m

Mar 31 2023n/an/a

-US$91m

Dec 31 2022US$4mUS$46k

-US$86m

보상 대 시장: Bo의 총 보수(USD5.22M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.77M)보다 높습니다.

보상과 수익: Bo의 보상은 회사가 적자임에도 증가했습니다.

CEO

Bo Cumbo (54 yo)

3.4yrs
재임 기간
US$5,223,442
보수

Mr. Alexander G. Cumbo, also known as Bo, has been Independent Director at Vor Biopharma Inc. since July 16, 2025. He is an Independent Director of Climb Bio, Inc. from March 2025. He serves as President,...

리더십 팀

이름직위재임 기간보수지분
Ian Smith
Executive Chair6.1yrsUS$522.68k0.14%
$ 877.0k
Alexander Cumbo
President3.4yrsUS$5.22m0.24%
$ 1.5m
Ilan Ganot
Co-founder13.3yrsUS$337.69k0.15%
$ 951.6k
David Howton
COO & Secretary3.4yrsUS$2.59m0.11%
$ 684.0k
Gabriel Brooks
Chief Medical Officer2.6yrsUS$2.33m0.091%
$ 582.4k
Annie Ganot
Co-Founder & VP of Patient Advocacyno data데이터 없음데이터 없음
Kevin Tan
CFO & Treasurer3.3yrsUS$1.36m0.10%
$ 647.3k
Paul Herzich
Chief Technology Officer3.4yrs데이터 없음0.074%
$ 472.9k
Nicole Anderson
Senior Director of Investor Relations & Corporate Communicationsno data데이터 없음데이터 없음
Jessie Hanrahan
Chief Regulatory & Preclinical Operations Officer3.4yrs데이터 없음0.075%
$ 483.8k
Shuli Kulak
Head of Corporate Strategy & Business Development2.7yrs데이터 없음데이터 없음
3.4yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: SLDB의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.4 년).

이사회 구성원

이름직위재임 기간보수지분
Ian Smith
Executive Chair6.1yrsUS$522.68k0.14%
$ 877.0k
Alexander Cumbo
President3.4yrsUS$5.22m0.24%
$ 1.5m
Ilan Ganot
Co-founder13.3yrsUS$337.69k0.15%
$ 951.6k
Jeffrey Bluestone
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Laurence Turka
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Jeffrey Chamberlain
Chairman of Scientific Advisory Board8.3yrs데이터 없음데이터 없음
Adam Stone
Lead Independent Director10.5yrsUS$355.68k0%
$ 0
Lynne Sullivan
Independent Director10.5yrsUS$360.01k0%
$ 0
Carrie Miceli
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Ronald Cohn
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Dongsheng Duan
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Georgia Keresty
Independent Director5.2yrsUS$357.68k0%
$ 0
8.3yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: SLDB의 이사회는 경험이 있음으로 간주됩니다(평균 재임 8.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/19 06:53
종가2026/05/19 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

Solid Biosciences Inc.는 22명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy ChiangBTIG
Kristen KluskaCantor Fitzgerald & Co.
Charles DuncanCantor Fitzgerald & Co.