View ValuationEvommune 향후 성장Future 기준 점검 2/6Evommune 의 수익은 연간 17.8% 감소할 것으로 예상되는 반면, 연간 수익은 58.9% 로 증가할 것으로 예상됩니다. EPS는 연간 1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -41% 로 예상됩니다.핵심 정보-17.8%이익 성장률0.98%EPS 성장률Biotechs 이익 성장25.2%매출 성장률58.9%향후 자기자본이익률-40.97%애널리스트 커버리지Good마지막 업데이트26 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • May 11First quarter 2026 earnings released: US$0.64 loss per share (vs US$9.48 loss in 1Q 2025)First quarter 2026 results: US$0.64 loss per share. Net loss: US$21.7m (loss widened 49% from 1Q 2025). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US.공시 • Apr 22Evommune, Inc., Annual General Meeting, Jun 02, 2026Evommune, Inc., Annual General Meeting, Jun 02, 2026.공시 • Mar 06Evommune, Inc. announced that it has received $125.300499 million in fundingOn March 5, 2026, the Evommune, Inc. closed the transaction.공시 • Feb 13Evommune, Inc. announced that it expects to receive $125.300499 million in fundingEvommune, Inc. announces that it has entered into a securities purchase agreement with certain investors to issue 4,494,279 shares of its common stock at a price of $27.88 per share for gross proceeds of $125,300,498.52 on February 12, 2026. The private placement is expected to close on or about February 17, 2026, subject to the satisfaction of customary closing conditions.Seeking Alpha • Feb 11Evommune's EVO301 Phase 2a Data Drives 70% Stock SurgeSummary Evommune surged 70% after EVO301's Phase 2a data showed rapid, significant EASI reductions in moderate-to-severe atopic dermatitis. EVO301's multi-pathway IL-18 inhibition offers broad potential, but mechanistic complexity and early-stage risks warrant caution. I maintain a hold rating due to the early stage, possible safety/efficacy uncertainties, and the sharp recent stock appreciation. Upcoming Phase 2b with subcutaneous dosing is a key catalyst; a cash runway of 9–10 months supports near-term development. Read the full article on Seeking AlphaNew Risk • Feb 10New 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 25% 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 Less than 1 year of cash runway based on free cash flow trend (-US$78m free cash flow). Share price has been highly volatile over the past 3 months (25% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$135m net loss in 3 years).공시 • Feb 10Evommune, Inc. Announces Positive Top-line Data from Phase 2a Proof-of-Concept Trial of EVO301 in Moderate-to-Severe Atopic DermatitisEvommune, Inc. announced positive top-line results from its randomized, double-blind, placebo-controlled Phase 2a trial evaluating EVO301. This long-acting fusion protein consisting of an interleukin-18 (IL-18) binding protein and an anti-serum albumin Fab-associated domain, achieved highly statistically significant outcomes in adult patients with moderate-to-severe atopic dermatitis (AD). The 70-patient trial was designed to evaluate the safety and efficacy of intravenous dosing of 5mg/kg on day 1 and day 28 (n=48 active, n=22 placebo) over 12 weeks. The trial met its primary endpoint; a Bayesian success criterion related to the difference between active and placebo in the percent improvement in baseline in the Eczema Area and Severity Index (EASI). While the success criterion required at least 75% of the posterior distribution to be an improvement of at least 8% over placebo, the results of the study demonstrated 99.8% of the posterior distribution met that threshold. Furthermore, when analyzed by the more commonly used frequentist method, statistical significance was achieved at weeks 4, 8 and 12 at p<0.01. Additionally, 23% of patients treated with EVO301 (vs 0% placebo) achieved vIGA-AD 0/1 (percent of patients achieving a score of 0 or 1 on the validated Investigator’s Global Assessment for Atopic Dermatitis with = 2-point reduction from baseline) at week 12. Pharmacokinetics (“PK”) were consistent with the Phase 1 healthy volunteer trial; PK and target engagement data continue to support a Fourth Quarter week dosing regimen. EVO301 was well tolerated, with no related serious or severe adverse events reported, no treatment related discontinuations due to adverse events and no meaningful differences in events between the active and placebo groups. Robust reduction of both Th2 and non Th2 inflammatory biomarkers in AD including CCL-17 (TARC), CCL-22 and IL-22. Full results from the Phase 2a trial will be presented at a future scientific conference. The Company continues to advance planning for a Phase 2b dose-ranging trial in patients with AD, using a subcutaneous formulation of EVO301. The Company is also evaluating potential additional indications for EVO301, including ulcerative colitis.New Risk • Jan 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$78m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$78m free cash flow). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$180m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change).공시 • Nov 06Evommune, Inc. has completed an IPO in the amount of $150 million.Evommune, Inc. has completed an IPO in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,375,000 Price\Range: $16 Transaction Features: Reserved Share Offering; Sponsor Backed Offering이익 및 매출 성장 예측NYSE:EVMN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20285-165-159-113512/31/20271-138-132-135812/31/20267-103-115-10583/31/202610-76-80-80N/A12/31/202513-69-77-76N/A9/30/202513-63-78-78N/A6/30/20253-66-95-95N/A3/31/20253-80-77-77N/A12/31/20247-68-58-58N/A12/31/20235-34-30-30N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: EVMN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: EVMN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: EVMN 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: EVMN 의 수익(연간 58.9%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: EVMN 의 수익(연간 58.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: EVMN는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 03:01종가2026/05/26 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 소스Evommune, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Prakhar AgrawalCantor Fitzgerald & Co.Gavin Clark-GartnerEvercore ISIMitchell KapoorH.C. Wainwright & Co.7명의 분석가 더 보기
Reported Earnings • May 11First quarter 2026 earnings released: US$0.64 loss per share (vs US$9.48 loss in 1Q 2025)First quarter 2026 results: US$0.64 loss per share. Net loss: US$21.7m (loss widened 49% from 1Q 2025). Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US.
공시 • Apr 22Evommune, Inc., Annual General Meeting, Jun 02, 2026Evommune, Inc., Annual General Meeting, Jun 02, 2026.
공시 • Mar 06Evommune, Inc. announced that it has received $125.300499 million in fundingOn March 5, 2026, the Evommune, Inc. closed the transaction.
공시 • Feb 13Evommune, Inc. announced that it expects to receive $125.300499 million in fundingEvommune, Inc. announces that it has entered into a securities purchase agreement with certain investors to issue 4,494,279 shares of its common stock at a price of $27.88 per share for gross proceeds of $125,300,498.52 on February 12, 2026. The private placement is expected to close on or about February 17, 2026, subject to the satisfaction of customary closing conditions.
Seeking Alpha • Feb 11Evommune's EVO301 Phase 2a Data Drives 70% Stock SurgeSummary Evommune surged 70% after EVO301's Phase 2a data showed rapid, significant EASI reductions in moderate-to-severe atopic dermatitis. EVO301's multi-pathway IL-18 inhibition offers broad potential, but mechanistic complexity and early-stage risks warrant caution. I maintain a hold rating due to the early stage, possible safety/efficacy uncertainties, and the sharp recent stock appreciation. Upcoming Phase 2b with subcutaneous dosing is a key catalyst; a cash runway of 9–10 months supports near-term development. Read the full article on Seeking Alpha
New Risk • Feb 10New 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 25% 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 Less than 1 year of cash runway based on free cash flow trend (-US$78m free cash flow). Share price has been highly volatile over the past 3 months (25% average weekly change). Earnings are forecast to decline by an average of 15% per year for the foreseeable future. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$135m net loss in 3 years).
공시 • Feb 10Evommune, Inc. Announces Positive Top-line Data from Phase 2a Proof-of-Concept Trial of EVO301 in Moderate-to-Severe Atopic DermatitisEvommune, Inc. announced positive top-line results from its randomized, double-blind, placebo-controlled Phase 2a trial evaluating EVO301. This long-acting fusion protein consisting of an interleukin-18 (IL-18) binding protein and an anti-serum albumin Fab-associated domain, achieved highly statistically significant outcomes in adult patients with moderate-to-severe atopic dermatitis (AD). The 70-patient trial was designed to evaluate the safety and efficacy of intravenous dosing of 5mg/kg on day 1 and day 28 (n=48 active, n=22 placebo) over 12 weeks. The trial met its primary endpoint; a Bayesian success criterion related to the difference between active and placebo in the percent improvement in baseline in the Eczema Area and Severity Index (EASI). While the success criterion required at least 75% of the posterior distribution to be an improvement of at least 8% over placebo, the results of the study demonstrated 99.8% of the posterior distribution met that threshold. Furthermore, when analyzed by the more commonly used frequentist method, statistical significance was achieved at weeks 4, 8 and 12 at p<0.01. Additionally, 23% of patients treated with EVO301 (vs 0% placebo) achieved vIGA-AD 0/1 (percent of patients achieving a score of 0 or 1 on the validated Investigator’s Global Assessment for Atopic Dermatitis with = 2-point reduction from baseline) at week 12. Pharmacokinetics (“PK”) were consistent with the Phase 1 healthy volunteer trial; PK and target engagement data continue to support a Fourth Quarter week dosing regimen. EVO301 was well tolerated, with no related serious or severe adverse events reported, no treatment related discontinuations due to adverse events and no meaningful differences in events between the active and placebo groups. Robust reduction of both Th2 and non Th2 inflammatory biomarkers in AD including CCL-17 (TARC), CCL-22 and IL-22. Full results from the Phase 2a trial will be presented at a future scientific conference. The Company continues to advance planning for a Phase 2b dose-ranging trial in patients with AD, using a subcutaneous formulation of EVO301. The Company is also evaluating potential additional indications for EVO301, including ulcerative colitis.
New Risk • Jan 08New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$78m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$78m free cash flow). Earnings are forecast to decline by an average of 26% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$180m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change).
공시 • Nov 06Evommune, Inc. has completed an IPO in the amount of $150 million.Evommune, Inc. has completed an IPO in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 9,375,000 Price\Range: $16 Transaction Features: Reserved Share Offering; Sponsor Backed Offering