Tectonic Therapeutic, Inc.

NasdaqGM:TECX 주식 리포트

시가총액: US$549.5m

Tectonic Therapeutic 경영진

경영진 기준 점검 2/4

Tectonic Therapeutic CEO는 Alise Reicin, Aug2020 에 임명되었습니다 의 임기는 5.75 년입니다. 총 연간 보상은 $7.35M, 8.7% 급여 및 91.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.16M 가치에 해당하는 회사 주식의 1.67% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.4 년과 5.8 년입니다.

핵심 정보

Alise Reicin

최고경영자

US$7.4m

총 보수

CEO 급여 비율8.72%
CEO 재임 기간5.8yrs
CEO 지분 보유율1.7%
경영진 평균 재임 기간4.4yrs
이사회 평균 재임 기간5.8yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • May 19

Tectonic Therapeutics: Currently In A Catalyst Vacuum

Summary Tectonic Therapeutics (TECX) targets the large, unmet PH-HFpEF market with TX45, a long-acting relaxin analog, aiming for blockbuster potential. TX45 showed promising Phase 1b results, with significant reductions in pulmonary pressures and strong safety, but faces skepticism after competitor failures. Phase 2 APEX topline data for TX45, expected year end 2026, is a high-stakes catalyst and the company has a cash runway until yearend 2028. An analysis around Tectonic Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 • Nov 10

Companies Like Tectonic Therapeutic (NASDAQ:TECX) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
분석 기사 • May 20

We Think Tectonic Therapeutic (NASDAQ:TECX) Can Afford To Drive Business 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 23

Tectonic Therapeutic: A Buy On Massive Opportunity Of TX45 In PH HFpEF

Summary We initiate a Buy rating on Tectonic Therapeutic due to promising data for TX45. TX45 showed positive interim Phase 1b results, but the APEX Phase 2 trial with 180 patients will be crucial for validating its efficacy and safety. TX2100 targets hereditary hemorrhagic telangiectasia with promising preclinical data, aiming for a Phase 1 launch in late 2025 or early 2026. Financially, TECX has a strong cash position to fund operations into late 2028 but faces significant risks if clinical trials do not meet expectations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 05

Tectonic: Expansion Of TX45 Candidate Possible After Positive Interim Data

Summary Positive interim results released from phase 1b study, using TX45 for the treatment of patients with pulmonary hypertension heart failure with preserved ejection fraction. Data from phase 1b study using TX45 for the treatment of patients with pulmonary hypertension heart failure with reduced ejection fraction, expected in 2nd half of 2025. In the 7 major markets, the heart failure market is expected to grow to $33.7 billion in 2032. TX2100 is another candidate in the company's pipeline which is currently undergoing IND-enabling studies to target patients with Hemorrhagic Telangiectasia; Phase 1 study expected Q4 2025/Q1 2026. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Tectonic Therapeutic: Stock Spikes On Heart Failure Data -- Why I See Further Upside

Summary Tectonic Therapeutic, Inc.'s stock surged 120% after positive Phase 1b data for TX45 in treating PH-HFpEF, a condition with no approved therapies. TX45, an Fc-relaxin fusion protein, showed promising hemodynamic improvements and safety, potentially addressing both pulmonary and cardiac aspects of PH-HFpEF. Despite concerns over small data sets and past failures of similar drugs, Tectonic's experienced management and promising data make TECX stock an intriguing “Buy” opportunity. Investors may consider waiting for further data or fundraising announcements to mitigate risks, but the potential market opportunity is significant. Read the full article on Seeking Alpha
분석 기사 • Jan 10

We Think Tectonic Therapeutic (NASDAQ:TECX) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Dec 30

Tectonic Therapeutic: Waiting For A Pullback

Summary Tectonic Therapeutic, Inc. has seen a significant stock rally which has seen its shares nearly triple since this summer. The rally has been driven by analyst optimism and the initiation of Phase 2 trials for its lead asset TX45. This compound has the potential to be a 'best of breed' product for a large untreated population. What is ahead for Tectonic Therapeutic and its shareholders in 2025?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

Tectonic Therapeutic: Interesting CV Disease Drug Developer

Summary Tectonic Therapeutic's lead candidate TX45 showed positive phase 1 results for Group 2 Pulmonary Hypertension, driving the stock up over 100% in September. TX45 is an Fc-relaxin fusion molecule targeting the RXFP1 receptor, offering potential therapeutic benefits for hypertension and heart failure with preserved ejection fraction (HFpEF). Tectonic has a solid financial position with a market cap of $551mn, $185mn in cash reserves, and a cash runway extending into 2027. Despite early-stage development and competition from AstraZeneca, TECX is promising, with strong support from Wells Fargo and a long cash runway. Read the full article on Seeking Alpha
분석 기사 • Sep 22

Here's Why We're Not Too Worried About Tectonic Therapeutic's (NASDAQ:TECX) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Aug 05

Tectonic Therapeutic: Analyzing Its Post-Merger Valuation And Prospects

Summary Tectonic Therapeutic, Inc. is a biotechnology company focusing on therapeutic biologics targeting GPCRs through its GEODe platform. TECX emerged after a merger with Avrobio, combining gene therapy expertise with GPCR-targeted protein development. The lead drug candidate, TX45, is in Phase 1 trials for pulmonary hypertension due to heart failure with preserved ejection fraction (HFpEF). The company's cash runway is expected to last until mid-2027, potentially necessitating future capital raises. TECX's valuation appears relatively cheap compared to peers, but its early-stage research and cash burn risks lead me to a neutral stance. Read the full article on Seeking Alpha

CEO 보수 분석

Alise Reicin의 보수는 Tectonic Therapeutic의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$83m

Dec 31 2025US$7mUS$641k

-US$74m

Sep 30 2025n/an/a

-US$67m

Jun 30 2025n/an/a

-US$66m

Mar 31 2025n/an/a

-US$59m

Dec 31 2024US$6mUS$606k

-US$58m

Sep 30 2024n/an/a

-US$53m

Jun 30 2024n/an/a

-US$46m

Mar 31 2024n/an/a

-US$44m

Dec 31 2023US$932kUS$575k

-US$43m

보상 대 시장: Alise의 총 보수(USD7.35M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.64M)보다 높습니다.

보상과 수익: Alise의 보상은 회사가 적자임에도 증가했습니다.

CEO

Alise Reicin (64 yo)

5.8yrs
재임 기간
US$7,351,578
보수

Dr. Alise S. Reicin, MD, PhD, serves as Member of Strategic Advisory Board at SCTbio a.s. (formerly known as Sotio a.s.). since November 2021. She serves on the board of directors of Sana Biotherapeutics a...

리더십 팀

이름직위재임 기간보수지분
Alise Reicin
President5.8yrsUS$7.35m1.67%
$ 9.2m
Daniel Lochner
Chief Financial Officer1.9yrsUS$3.10m0.077%
$ 424.1k
Marcella Ruddy
Chief Medical Officer4.8yrsUS$3.07m0.13%
$ 726.8k
Peter McNamara
Chief Scientific Officer3.9yrs데이터 없음0.093%
$ 513.7k
Geraldine Peters-Wiles
Senior Vice President of Human Resourcesless than a year데이터 없음데이터 없음
Anthony Muslin
Chief Development Officerno data데이터 없음데이터 없음
Marc Schwabish
Chief Business Officer5.2yrs데이터 없음0.065%
$ 356.9k
John Diener
Senior Vice President of Antibody Engineering & Protein Sciencesno data데이터 없음데이터 없음
4.4yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: TECX의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.4 년).

이사회 구성원

이름직위재임 기간보수지분
Alise Reicin
President5.8yrsUS$7.35m1.67%
$ 9.2m
Terrance McGuire
Independent Director6.7yrsUS$280.88k0.11%
$ 590.0k
Timothy Springer
Independent Director6.9yrsUS$248.00k30.94%
$ 170.0m
Phillip Donenberg
Independent Director1.9yrsUS$253.76k0.00088%
$ 4.8k
Francois Nader
Independent Chair of the Boardless than a year데이터 없음데이터 없음
Praveen Tipirneni
Independent Director6.3yrsUS$250.00k0.016%
$ 88.5k
Stefan Vitorovic
Independent Director4.8yrsUS$251.88k데이터 없음
5.8yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: TECX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 09:33
종가2026/05/22 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

Tectonic Therapeutic, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David RisingerLeerink Partners LLC
Cory JubinvilleLifeSci Capital, LLC
Uy EarMizuho Securities USA LLC