Scholar Rock Holding Corporation

NasdaqGS:SRRK 주식 리포트

시가총액: US$6.8b

Scholar Rock Holding 경영진

경영진 기준 점검 1/4

Scholar Rock Holding CEO는 David Hallal, Apr2025 에 임명되었습니다 의 임기는 1.25 년입니다. 총 연간 보상은 $33.30M, 1.9% 급여 및 98.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $22.88M 가치에 해당하는 회사 주식의 0.34% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2 년과 10.8 년입니다.

핵심 정보

David Hallal

최고경영자

US$33.3m

총 보수

CEO 급여 비율1.91%
CEO 재임 기간1.3yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간10.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 26

SRRK: Regulatory Resubmission And Trial Updates Will Shape Balanced Risk Profile

Scholar Rock Holding's analyst price target has moved higher to $59.31 from $55.07, with analysts pointing to updated assumptions on fair value, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent Street research on Scholar Rock Holding centers on updated price targets and reactions to regulatory milestones, giving you a clearer sense of how analysts are framing valuation, execution risk and potential growth corridors for the company.
Seeking Alpha Jun 25

Scholar Rock: New Treatment Boost For SMA Patients -- With September PDUFA

Summary Scholar Rock Holding Corporation (SRRK) focuses on Apitegromab, a selective anti-latent myostatin antibody for Spinal Muscular Atrophy in patients aged 2 and above. The initial FDA BLA submission for Apitegromab was rejected, but SRRK has since resubmitted its BLA for review. The investment thesis centers on regulatory progress and the clinical potential of Apitegromab in addressing unmet needs in SMA. SRRK's future hinges on successful FDA approval and market adoption of its lead therapy. Read the full article on Seeking Alpha
분석 기사 Jun 21

Scholar Rock Holding (SRRK) Stock Could Be 14.1% Undervalued On Its SMA Narrative

Scholar Rock Holding (SRRK) stock has drawn investor attention after a recent move in its share price, with the company’s Nasdaq listing closing at $47.33 and showing mixed short and longer term return figures. See our latest analysis for Scholar Rock Holding. For context, Scholar Rock Holding’s recent 1-day share price return of 0.81% and 7-day share price return of 7.13% sit alongside a slightly weaker 30-day share price return, while its 1-year and 3-year total shareholder returns point to...
새로운 내러티브 Mar 07

Muscle-Targeted SMA Therapies And Global Expansion Will Reshape Long-Term Outlook

Catalysts About Scholar Rock Holding Scholar Rock Holding focuses on developing muscle-targeted therapies for rare and severe neuromuscular diseases, led by its apitegromab program for spinal muscular atrophy and a broader anti myostatin pipeline. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Apr 17

Scholar Rock: Apitegromab Approval And Obesity Shot Make For Rating Upgrade

Summary Scholar Rock Holding Corporation's lead candidate, apitegromab, has shown promising efficacy in treating SMA and is awaiting FDA and EMA approval, with a potential market launch by late 2025. Apitegromab could achieve blockbuster status with peak revenue potential >$2.5bn, especially based on its ability to build muscle mass in combo with gene therapies like Spinraza and Zolgensma. Scholar Rock's obesity therapy potential with apitegromab and GLP-1 RA combo presents a high-risk, high-reward scenario, with significant upside if Phase 2 data is positive. Despite financial challenges and potential dilution, I upgrade SRRK stock to a "Buy" due to its promising pipeline and undervalued stock price at $30. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Scholar Rock: More Than Just An SMA Biotech With Q2 2025 Obesity Treatment Data

Summary Scholar Rock submitted its BLA of apitegromab for the treatment of patients with Spinal Muscular Atrophy with a request for Priority Review to be given. Apitegromab is being explored in the phase 2 proof-of-concept EMBRAZE study, given alongside GLP-1 drugs to treat patients with obesity; Data from this trial is expected in Q2 of 2025. Positive data from the phase 2 EMBRAZE study would lead to IND of SRK-439 in Q3 of 2025 to target obesity and other cardiometabolic disorders. The global obesity drugs market is expected to reach $200 billion by 2031. Read the full article on Seeking Alpha
Seeking Alpha Dec 24

Scholar Rock: Likely Approval In SMA Plus Obesity Data In 2025 Intrigue, But Price Too High

Summary Scholar Rock's lead candidate, apitegromab, showed promising Phase 3 results in SMA, boosting shares by over 325%, with plans for regulatory submissions in the US and EU. Despite positive data, Scholar Rock faces financial challenges, including significant net losses and limited cash, suggesting potential future fundraisings. The company is exploring apitegromab's potential in obesity treatment, with a Phase 2 study underway, in combo with a GLP-1 agonist drug - results are expected in Q2 2025. Given current valuation and financial risks, I recommend a "Hold" rating, with potential buying opportunities post-approval or pre-obesity study results if the share price dips below $30, I'd suggest. Read the full article on Seeking Alpha
Seeking Alpha Oct 07

Scholar Rock: SMA Program Strides Forward With Positive Clinical Data

Summary Apitegromab met the primary endpoint in its phase 3 SAPPHIRE study for spinal muscular atrophy, setting up BLA & MAA filings in Q1 2025. Apitegromab is the first treatment targeting muscle fiber atrophy in SMA, potentially changing the standard of care and offering a competitive edge. Scholar Rock also has apitegromab being explored in a phase 2 study for obesity, with clinical data expected in Q2 2025, presenting another catalyst. The spinal muscular atrophy market in the 7 major markets [7MM] is expected to reach $13 billion by 2034. Read the full article on Seeking Alpha
Seeking Alpha Jan 12

Scholar Rock: Solid Data And Good Prospects

Summary Scholar Rock's stock price has increased from $6 to $16, indicating increased market interest. Scholar Rock develops apitegromab, a targeted therapy for Spinal Muscular Atrophy (SMA) that inhibits myostatin activation. Phase 2 data shows sustained improvement in motor function for non-ambulatory SMA patients receiving apitegromab. Phase 3 data expected in 4Q 2024. Read the full article on Seeking Alpha

CEO 보수 분석

David Hallal의 보수는 Scholar Rock Holding의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$409m

Dec 31 2025US$33mUS$638k

-US$378m

Sep 30 2025n/an/a

-US$353m

Jun 30 2025n/an/a

-US$316m

Mar 31 2025n/an/a

-US$264m

Dec 31 2024US$401kn/a

-US$246m

Sep 30 2024n/an/a

-US$226m

Jun 30 2024n/an/a

-US$204m

Mar 31 2024n/an/a

-US$183m

Dec 31 2023US$417kn/a

-US$166m

Sep 30 2023n/an/a

-US$159m

Jun 30 2023n/an/a

-US$160m

Mar 31 2023n/an/a

-US$166m

Dec 31 2022US$316kn/a

-US$135m

Sep 30 2022n/an/a

-US$131m

Jun 30 2022n/an/a

-US$125m

Mar 31 2022n/an/a

-US$112m

Dec 31 2021US$315kn/a

-US$132m

Sep 30 2021n/an/a

-US$122m

Jun 30 2021n/an/a

-US$109m

Mar 31 2021n/an/a

-US$97m

Dec 31 2020US$400kn/a

-US$86m

Sep 30 2020n/an/a

-US$71m

Jun 30 2020n/an/a

-US$64m

Mar 31 2020n/an/a

-US$57m

Dec 31 2019US$303kn/a

-US$51m

보상 대 시장: David의 총 보수(USD33.30M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.35M)보다 높습니다.

보상과 수익: David의 보상은 회사가 적자임에도 증가했습니다.


CEO

David Hallal (60 yo)

1.3yrs
재임 기간
US$33,300,927
보수

Mr. David L. Hallal is Chief Executive Officer of Scholar Rock, Inc. since April 27, 2025 and serves as its Chairman of the Board of Directors since July 2017. He had been its Executive Chairman since Apri...


리더십 팀

이름직위재임 기간보수지분
David Hallal
CEO & Chairman of the Board1.3yrsUS$33.30m0.34%
$ 22.9m
Vikas Sinha
CFO & Treasurer1.3yrsUS$13.12m0.040%
$ 2.7m
Robert Woods
Chief Operating Officer1.3yrsUS$13.16m0.040%
$ 2.7m
Akshay Vaishnaw
President of R&D1.3yrsUS$14.89m0.049%
$ 3.3m
Erin Moore
Interim Principal Financial & Accounting Officer6.8yrs데이터 없음0.069%
$ 4.7m
Lisa Wyman
Chief Technical & Quality Officer1.5yrs데이터 없음데이터 없음
Mo Qatanani
Chief Scientific Officer2.4yrsUS$2.96m0%
$ 0
Rushmie Nofsinger
Vice President of Corporate Affairs & Investor Relationsno data데이터 없음데이터 없음
Junlin Ho
General Counsel & Corporate Secretary6.3yrsUS$2.13m0.11%
$ 7.5m
Caryn Parlavecchio
Chief Human Resources Officer4.9yrs데이터 없음0.072%
$ 4.9m
Lisa Price
Senior Vice President of Human Resourcesno data데이터 없음데이터 없음
Ryan Iarrobino
Senior Vice President of Clinical Development & Operations6.3yrs데이터 없음데이터 없음
2.0yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: SRRK의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 2 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
David Hallal
CEO & Chairman of the Board9yrsUS$33.30m0.34%
$ 22.9m
Akshay Vaishnaw
President of R&D12.5yrsUS$14.89m0.049%
$ 3.3m
Michael Gilman
Independent Director & Member of Scientific Advisory Board12.7yrsUS$531.05k0.044%
$ 3.0m
Timothy Springer
Member of Scientific Advisory Boardno dataUS$48.97k데이터 없음
Jeffrey Flier
Independent Director & Member of Scientific Advisory Board9.8yrsUS$540.66k0.018%
$ 1.2m
Leonard Zon
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Daniel Rifkin
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Kristina Burow
Independent Director11.9yrsUS$531.05k0.090%
$ 6.1m
Joan Massague
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Scott L. Friedman
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Barry Coller
Member of Scientific Advisory Boardno data데이터 없음데이터 없음
Joshua Reed
Independent Director5.3yrsUS$540.05k0.011%
$ 719.0k
10.8yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: SRRK의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/12 03:47
종가2026/07/10 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

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산업 및 섹터 지표

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분석가 소스

Scholar Rock Holding Corporation는 24명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Madhu KumarBaird
Etzer DaroutBarclays
Evan SeigermanBMO Capital Markets Equity Research