View ValuationTvardi Therapeutics 향후 성장Future 기준 점검 0/6Tvardi Therapeutics 의 수익은 연간 19.4% 감소할 것으로 예상되는 반면, 연간 수익은 78.3% 로 증가할 것으로 예상됩니다. EPS는 연간 8.9% 만큼 성장할 것으로 예상됩니다.핵심 정보-19.4%이익 성장률8.89%EPS 성장률Pharmaceuticals 이익 성장14.5%매출 성장률78.3%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트12 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 03Tvardi Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $12.5 million.Tvardi Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $12.5 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering공시 • Mar 09Tvardi Therapeutics, Inc., Annual General Meeting, Jun 09, 2026Tvardi Therapeutics, Inc., Annual General Meeting, Jun 09, 2026.분석 기사 • Jan 29Is Tvardi Therapeutics (NASDAQ:TVRD) In A Good Position To Deliver On Growth Plans?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...공시 • Jan 08Tvardi Therapeutics Announces Further Phase 2 REVERT IPF Data, Expanding Clinical InsightsTvardi Therapeutics, Inc. provided further updates from its Phase 2 REVERT IPF clinical trial of TTI-101 in idiopathic pulmonary fibrosis (IPF), with preliminary results previously announced on October 13, 2025. Additional analysis was conducted to assess the impact of STAT3 inhibition using TTI-101 on fibrosis, inflammatory markers and pulmonary function, and this analysis was limited to patients who were exposed to the study drug for 12 weeks. Following review of pharmacokinetics and adverse events, one patient was removed from the analysis due to receiving less than 60% of the expected dosing, two patients were removed due to no measurable TTI-101 observed in the blood and no reported adverse events, and one additional patient was removed as an outlier because pulmonary function initially improved on treatment but was later severely impacted by acute bronchitis deemed unrelated to the study drug. This resulted in a dataset of 40 patients analyzed, including 16 pooled patients treated with TTI-101 and 24 patients treated with placebo. Data highlights showed that fibrosis decline was greater in patients treated with TTI-101 compared to placebo, at -9.4% versus -2.4%, respectively, based on baseline-weighted high resolution CT lung fibrosis scores that were centrally read, blinded and independently assessed. In terms of inflammation, a greater decline in IL-6 was observed among TTI-101-treated patients compared to placebo, with an even greater reduction seen in patients with higher baseline IL-6 levels; IL-6 is a key pro-inflammatory cytokine that signals through STAT3, and inhibition of STAT3 is expected to reduce downstream inflammatory signaling associated with disease. Additionally, 63% of pooled patients treated with TTI-101 demonstrated an increase in forced vital capacity (FVC) at 12 weeks compared to 46% of patients in the placebo group, and the mean FVC change in TTI-101-treated patients was -15 mL, representing a smaller decline than observed in the REVERT placebo group (-22 mL) and historical placebo groups from comparable IPF trials. The REVERT IPF Phase 2 clinical trial was a randomized, double-blind, placebo-controlled study of TTI-101 alone or in combination with nintedanib (OFEV®) in patients with IPF, designed to assess safety, pharmacokinetics and exploratory outcomes related to lung function, and Tvardi announced on October 13, 2025 that the study did not meet its goals after reviewing preliminary safety data and efficacy results.공시 • Oct 14Tvardi Therapeutics, Inc. Provides Update on Preliminary Data from Phase 2 REVERT Trial in Idiopathic Pulmonary FibrosisTvardi Therapeutics, Inc. provided an update on preliminary data from the Phase 2 REVERT clinical trial of TTI-101 in idiopathic pulmonary fibrosis (IPF). The REVERT IPF Phase 2 clinical trial was a randomized, double-blind, placebo-controlled clinical trial of TTI- 101 alone or in addition to nintedanib (OFEV) in patients with IPF. The study was designed to assess safety, pharmacokinetics, and exploratory outcomes related to lung function. After reviewing the preliminary safety data and exploratory efficacy results, including changes in forced Vital Capacity (FVC), the Company concluded that the study did not meet its goals. Overall, 88 patients were randomized to TTI-101 400mg per day (n=30), 800mg per day (n=29) or placebo (n=29), and stratified by nintedanib use, with 58% of patients receiving concomitant therapy. Preliminary data demonstrated patients' baseline characteristics were similar across treatment arms, with the exception of% predicted FVC, which was lower in the placebo-treated patients (70.1%) compared to the TTI-101-treated arms (74.1% and 81.1%, respectively). Discontinuation rates across treatment arms were imbalanced, with lower discontinuation rates observed in the placebo group (10.3%) compared to treated arms (400mg and 800mg; 56.7% vs 62.1%, respectively). Disconuation rates among the TTI-101 population were primarily driven by gastrointestinal adverse events, with higher rates of events and discontinuations among patients on concurrent nintedanib. The study was not powered to evaluate exploratory endpoints. The number of efficacy evaluable patients with at least one baseline and on-treatment FVC measurement was placebo (n=29), 400mg (n=23), and 800mg (n=27). The numbers, however, declined by the 12-week timepoint to placebo (n=24), 400mg (n=8), or 800mg (n=13). The preliminary analysis was performed on actual FVC values; values were not modeled or imputed. Preliminary analysis of exploratory efficacy showed no statistically significant differences between placebo and treatment arms. Overall, from baseline to last visit on treatment, the proportion of patients who demonstrated FVC improvement from baseline was 41% for the placebo, and 39% and 44% for the 400mg and 800mg arms, respectively. FVC change from baseline overlapped between treatment arms, with large variability within each cohort. Notably, the placebo-treated patients' FVC decline was lower than expected compared to historical controls.New Risk • Oct 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 26% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$146m net loss in 3 years).공시 • May 27Tvardi Therapeutics Announces Completion of Enrollment in Phase 2 Clinical Trial of Tti-101 in Idiopathic Pulmonary FibrosisTvardi Therapeutics, Inc. announced that it has completed enrollment for its lead program in a Phase 2 clinical trial of TTI-101 for patients with idiopathic pulmonary fibrosis (IPF). The REVERT IPF Phase 2 clinical trial is a randomized, double-blind, placebo-controlled clinical trial of TTI- 101 in patients suffering from IPF. Key endpoints include safety and lung function (FVC). TTI-101, is an oral, small molecule inhibitor of STAT3. STAT3 is a central mediator across critical fibrotic signaling pathways that drive uncontrolled deposition, proliferation, survival and immune suppression. Tvardi-101 has demonstrated a unique and powerful dual mechanism of action: inhibiting STAT3-driven proliferation while activating T-cells, resulting in reduced lung fibrosis and restored lung function in preclinical studies.Board Change • Apr 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Shaheen Wirk was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측NasdaqCM:TVRD - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028N/A-48-92-47612/31/2027N/A-34-38-22712/31/2026N/A-27-23-2173/31/2026N/A-15-22-22N/A12/31/2025N/A-18-23-23N/A9/30/2025N/A-24-23-23N/A6/30/2025N/A-24-25-25N/A3/31/2025N/A-35-22-22N/A12/31/2024N/A-29-18-18N/A9/30/2024N/A-21-19-19N/A12/31/2023N/A-17-21-21N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TVRD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: TVRD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: TVRD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: TVRD 은(는) 내년에 수익이 없을 것으로 예상됩니다.고성장 매출: TVRD 은(는) 내년에 수익이 없을 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TVRD의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 15:04종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Tvardi Therapeutics, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Etzer DaroutBarclaysJulian HarrisonBTIGSteven SeedhouseCantor Fitzgerald & Co.5명의 분석가 더 보기
공시 • May 03Tvardi Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $12.5 million.Tvardi Therapeutics, Inc. has filed a Follow-on Equity Offering in the amount of $12.5 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
공시 • Mar 09Tvardi Therapeutics, Inc., Annual General Meeting, Jun 09, 2026Tvardi Therapeutics, Inc., Annual General Meeting, Jun 09, 2026.
분석 기사 • Jan 29Is Tvardi Therapeutics (NASDAQ:TVRD) In A Good Position To Deliver On Growth Plans?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
공시 • Jan 08Tvardi Therapeutics Announces Further Phase 2 REVERT IPF Data, Expanding Clinical InsightsTvardi Therapeutics, Inc. provided further updates from its Phase 2 REVERT IPF clinical trial of TTI-101 in idiopathic pulmonary fibrosis (IPF), with preliminary results previously announced on October 13, 2025. Additional analysis was conducted to assess the impact of STAT3 inhibition using TTI-101 on fibrosis, inflammatory markers and pulmonary function, and this analysis was limited to patients who were exposed to the study drug for 12 weeks. Following review of pharmacokinetics and adverse events, one patient was removed from the analysis due to receiving less than 60% of the expected dosing, two patients were removed due to no measurable TTI-101 observed in the blood and no reported adverse events, and one additional patient was removed as an outlier because pulmonary function initially improved on treatment but was later severely impacted by acute bronchitis deemed unrelated to the study drug. This resulted in a dataset of 40 patients analyzed, including 16 pooled patients treated with TTI-101 and 24 patients treated with placebo. Data highlights showed that fibrosis decline was greater in patients treated with TTI-101 compared to placebo, at -9.4% versus -2.4%, respectively, based on baseline-weighted high resolution CT lung fibrosis scores that were centrally read, blinded and independently assessed. In terms of inflammation, a greater decline in IL-6 was observed among TTI-101-treated patients compared to placebo, with an even greater reduction seen in patients with higher baseline IL-6 levels; IL-6 is a key pro-inflammatory cytokine that signals through STAT3, and inhibition of STAT3 is expected to reduce downstream inflammatory signaling associated with disease. Additionally, 63% of pooled patients treated with TTI-101 demonstrated an increase in forced vital capacity (FVC) at 12 weeks compared to 46% of patients in the placebo group, and the mean FVC change in TTI-101-treated patients was -15 mL, representing a smaller decline than observed in the REVERT placebo group (-22 mL) and historical placebo groups from comparable IPF trials. The REVERT IPF Phase 2 clinical trial was a randomized, double-blind, placebo-controlled study of TTI-101 alone or in combination with nintedanib (OFEV®) in patients with IPF, designed to assess safety, pharmacokinetics and exploratory outcomes related to lung function, and Tvardi announced on October 13, 2025 that the study did not meet its goals after reviewing preliminary safety data and efficacy results.
공시 • Oct 14Tvardi Therapeutics, Inc. Provides Update on Preliminary Data from Phase 2 REVERT Trial in Idiopathic Pulmonary FibrosisTvardi Therapeutics, Inc. provided an update on preliminary data from the Phase 2 REVERT clinical trial of TTI-101 in idiopathic pulmonary fibrosis (IPF). The REVERT IPF Phase 2 clinical trial was a randomized, double-blind, placebo-controlled clinical trial of TTI- 101 alone or in addition to nintedanib (OFEV) in patients with IPF. The study was designed to assess safety, pharmacokinetics, and exploratory outcomes related to lung function. After reviewing the preliminary safety data and exploratory efficacy results, including changes in forced Vital Capacity (FVC), the Company concluded that the study did not meet its goals. Overall, 88 patients were randomized to TTI-101 400mg per day (n=30), 800mg per day (n=29) or placebo (n=29), and stratified by nintedanib use, with 58% of patients receiving concomitant therapy. Preliminary data demonstrated patients' baseline characteristics were similar across treatment arms, with the exception of% predicted FVC, which was lower in the placebo-treated patients (70.1%) compared to the TTI-101-treated arms (74.1% and 81.1%, respectively). Discontinuation rates across treatment arms were imbalanced, with lower discontinuation rates observed in the placebo group (10.3%) compared to treated arms (400mg and 800mg; 56.7% vs 62.1%, respectively). Disconuation rates among the TTI-101 population were primarily driven by gastrointestinal adverse events, with higher rates of events and discontinuations among patients on concurrent nintedanib. The study was not powered to evaluate exploratory endpoints. The number of efficacy evaluable patients with at least one baseline and on-treatment FVC measurement was placebo (n=29), 400mg (n=23), and 800mg (n=27). The numbers, however, declined by the 12-week timepoint to placebo (n=24), 400mg (n=8), or 800mg (n=13). The preliminary analysis was performed on actual FVC values; values were not modeled or imputed. Preliminary analysis of exploratory efficacy showed no statistically significant differences between placebo and treatment arms. Overall, from baseline to last visit on treatment, the proportion of patients who demonstrated FVC improvement from baseline was 41% for the placebo, and 39% and 44% for the 400mg and 800mg arms, respectively. FVC change from baseline overlapped between treatment arms, with large variability within each cohort. Notably, the placebo-treated patients' FVC decline was lower than expected compared to historical controls.
New Risk • Oct 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 26% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (26% average weekly change). Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Revenue is less than US$1m. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$146m net loss in 3 years).
공시 • May 27Tvardi Therapeutics Announces Completion of Enrollment in Phase 2 Clinical Trial of Tti-101 in Idiopathic Pulmonary FibrosisTvardi Therapeutics, Inc. announced that it has completed enrollment for its lead program in a Phase 2 clinical trial of TTI-101 for patients with idiopathic pulmonary fibrosis (IPF). The REVERT IPF Phase 2 clinical trial is a randomized, double-blind, placebo-controlled clinical trial of TTI- 101 in patients suffering from IPF. Key endpoints include safety and lung function (FVC). TTI-101, is an oral, small molecule inhibitor of STAT3. STAT3 is a central mediator across critical fibrotic signaling pathways that drive uncontrolled deposition, proliferation, survival and immune suppression. Tvardi-101 has demonstrated a unique and powerful dual mechanism of action: inhibiting STAT3-driven proliferation while activating T-cells, resulting in reduced lung fibrosis and restored lung function in preclinical studies.
Board Change • Apr 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Director Shaheen Wirk was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.