View Future GrowthCASI Pharmaceuticals 과거 순이익 실적과거 기준 점검 0/6CASI Pharmaceuticals은 연평균 1.8%의 비율로 수입이 증가해 온 반면, Biotechs 산업은 연평균 36.2%의 비율로 증가했습니다. 매출은 연평균 1.7%의 비율로 증가했습니다.핵심 정보1.81%순이익 성장률9.36%주당순이익(EPS) 성장률Biotechs 산업 성장률17.04%매출 성장률1.69%자기자본이익률n/a순이익률-232.03%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • Nov 17Third quarter 2025 earnings released: US$0.68 loss per share (vs US$0.55 loss in 3Q 2024)Third quarter 2025 results: US$0.68 loss per share (further deteriorated from US$0.55 loss in 3Q 2024). Revenue: US$3.08m (down 61% from 3Q 2024). Net loss: US$10.9m (loss widened 30% from 3Q 2024). Revenue is expected to decline by 35% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 22%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.86 loss per share (further deteriorated from US$0.52 loss in 2Q 2024). Revenue: US$4.18m (up 4.9% from 2Q 2024). Net loss: US$13.4m (loss widened 92% from 2Q 2024). Revenue missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 83%. Revenue is expected to decline by 42% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • May 18First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.69 loss per share. Revenue: US$6.24m (up 83% from 1Q 2024). Net loss: US$10.8m (loss widened 13% from 1Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 44% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 17%.Reported Earnings • Apr 01Full year 2024 earnings released: US$2.56 loss per share (vs US$2.02 loss in FY 2023)Full year 2024 results: US$2.56 loss per share (further deteriorated from US$2.02 loss in FY 2023). Revenue: US$28.5m (down 16% from FY 2023). Net loss: US$39.3m (loss widened 46% from FY 2023). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.55 loss per share (further deteriorated from US$0.35 loss in 3Q 2023). Revenue: US$7.79m (down 12% from 3Q 2023). Net loss: US$8.40m (loss widened 81% from 3Q 2023). Revenue exceeded analyst estimates by 71%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 18Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.52 loss per share (improved from US$0.77 loss in 2Q 2023). Revenue: US$3.98m (down 60% from 2Q 2023). Net loss: US$6.97m (loss narrowed 32% from 2Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updates공시 • Apr 22CASI Pharmaceuticals, Inc. announced delayed 20-F filingOn 04/21/2026, CASI Pharmaceuticals, Inc. announced that they will be unable to file their next 20-F by the deadline required by the SEC.공시 • Apr 21CASI Pharmaceuticals, Inc. announced that it has received $20 million in funding from ETP Global III Fund LPOn April 20, 2026. CASI Pharmaceuticals, Inc. announced that it has closed the transaction.공시 • Feb 27CASI Pharmaceuticals, Inc.(OTCPK:CASI.F) dropped from NASDAQ Composite IndexCASI Pharmaceuticals, Inc. has been dropped from the NASDAQ composite Index.New Risk • Feb 26New 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 24% 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 (24% average weekly change). Negative equity (-US$29m). Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Market cap is less than US$100m (US$16.4m market cap).공시 • Jan 23CASI Pharmaceuticals Reports the Failure to Renew the Import Drug Registration License for FOLOTYN in ChinaCASI Pharmaceuticals, Inc. reported that, following prior correspondence from the Chinese Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) that the Company's renewal application submitted in May 2025 for the Import Drug Registration License for FOLOTYN was not granted, the Company received a formal notice from the NMPA that the Company's renewal application was not approved.공시 • Dec 11CASI Pharmaceuticals, Inc. announced that it expects to receive $20 million in funding from Emerging Technology Partners, LLCCASI Pharmaceuticals, Inc. announced that has entered into a convertible note purchase agreement pursuant to which the Company will issue and sell convertible notes in an aggregate principal amount of $20,000,000 to the Purchaser through a private placement on December 11, 2025. The transaction includes participation from returning investor ETP Global III Fund LP, a partnership controlled by Dr. Wei-Wu He. The sale of the convertible notes will be in tranches and subject to multiple closings with certain closing conditions, including Purchaser being satisfied with the business results and financials status of the Company and the use of proceeds upon each closing. Each convertible note issued pursuant to the Purchase Agreement will mature in 36 months, bearing interest of 12% per annum from the issuance date. Upon maturity, each note may, at the Company’s option, be convertible into ordinary shares of the Company, par value $0.0001 per share (the “Shares”), at a conversion price of the volume weighted average closing price of the Company’s Shares during the five consecutive trading days immediately preceding the maturity date. The Purchaser also has the right to convert each note into Shares at any time from and including the 91st day after the issuance thereof to and including the maturity date at a conversion price of the volume weighted average closing price of the Company’s Shares during the five consecutive trading days immediately preceding the date of conversion notice by the Purchaser. In no event shall the conversion price be higher than $2 per ordinary Share or lower than $1 per Share.Major Estimate Revision • Dec 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$2.31 to -US$2.58 per share. Revenue forecast of US$13.5m unchanged since last update. Biotechs industry in the US expected to see average net income decline 7.4% next year. Consensus price target of US$4.00 unchanged from last update. Share price fell 10% to US$0.84 over the past week.분석 기사 • Nov 25Lacklustre Performance Is Driving CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) 27% Price DropUnfortunately for some shareholders, the CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) share price has dived 27% in the...New Risk • Nov 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 37% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$29m). Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$24.7m market cap).Reported Earnings • Nov 17Third quarter 2025 earnings released: US$0.68 loss per share (vs US$0.55 loss in 3Q 2024)Third quarter 2025 results: US$0.68 loss per share (further deteriorated from US$0.55 loss in 3Q 2024). Revenue: US$3.08m (down 61% from 3Q 2024). Net loss: US$10.9m (loss widened 30% from 3Q 2024). Revenue is expected to decline by 35% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 22%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.분석 기사 • Sep 30Little Excitement Around CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Revenues As Shares Take 43% PoundingCASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders won't be pleased to see that the share price has had a very...공시 • Sep 28CASI Pharmaceuticals, Inc. Announces Appointment of James Huang as an Independent Director Effective as of October 1, 2025CASI Pharmaceuticals, Inc. announced the appointment of James Huang as an Independent Director to the CASI Board of Directors, effective as of October 1, 2025. Mr. Huang brings over 35 years of experience building and investing in biopharma companies globally. As Founder and Managing Partner of Panacea Venture, and previously Managing Partner at Kleiner Perkins (KPCB) China and Vivo Ventures, he has guided numerous cross-border companies through critical stages of growth, financing, and global expansion. Earlier in his career, he held senior roles in business development, sales & marketing, and research & development at Tularik Inc. (acquired by Amgen), GlaxoSmithKline LLC, Bristol-Myers Squibb and ALZA Corp. (acquired by Johnson & Johnson). Mr. Huang serves as a member of the board of directors of Kindstar Globalgene Technology, Inc., Connect Biopharma Holdings Limited, Lee’s Pharmaceutical Holdings Limited, Atara Biotherapeutics, Inc., and several private companies. He received an M.B.A. from the Stanford Graduate School of Business and a B.S. degree in chemical engineering from the University of California, Berkeley.분석 기사 • Sep 09One CASI Pharmaceuticals, Inc. (NASDAQ:CASI) Analyst Just Made A Major Cut To Next Year's EstimatesMarket forces rained on the parade of CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders today, when the covering...Major Estimate Revision • Sep 05Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$12.5m to US$10.4m. Forecast losses increased from -US$2.07 to -US$2.31 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target of US$4.00 unchanged from last update. Share price was steady at US$2.34 over the past week.Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.86 loss per share (further deteriorated from US$0.52 loss in 2Q 2024). Revenue: US$4.18m (up 4.9% from 2Q 2024). Net loss: US$13.4m (loss widened 92% from 2Q 2024). Revenue missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 83%. Revenue is expected to decline by 42% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.분석 기사 • Aug 16CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Shares Bounce 80% But Its Business Still Trails The IndustryCASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders would be excited to see that the share price has had a great...New Risk • Aug 04New 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 20% 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$29m free cash flow). Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risks Negative equity (-US$8.1m). Currently unprofitable and not forecast to become profitable over next 3 years (US$31m net loss in 3 years). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (US$20.0m market cap).공시 • Jul 23CASI Pharmaceuticals, Inc., Annual General Meeting, Aug 20, 2025CASI Pharmaceuticals, Inc., Annual General Meeting, Aug 20, 2025. Location: 3500 - 1133 melville street, british columbia, v6e4e5, vancouver Canada공시 • Jul 22+ 1 more updateCASI Pharmaceuticals Announces CEO ChangesCASI Pharmaceuticals, Inc. announced the appointment of David Cory as Chief Executive Officer. Wei-Wu He, Ph.D. will step down as the CEO and will remain as Executive Chairman of the Board of Directors. Most recently, Mr. Cory was CEO and Director of LIB Therapeutics which completed Phase 3 registration-enabling trials for its lead cardiovascular disease program and filed for regulatory approval. Previously, Mr. Cory was CEO and Director of Eiger BioPharmaceuticals which obtained FDA and EMA approval and launched the first therapy to extend survival in Hutchinson-Gilford progeria syndrome, an ultra-rare, ultimately fatal disease. Mr. Cory began his emerging-stage biotech career as a founding member and/or executive in multiple start-up companies including InterMune, CoTherix, and Prestwick Pharmaceuticals which resulted in exits by acquisition of approximately $9 billion collectively. Mr. Cory began his industry career spending over a decade in large global pharma holding positions of increasing operational responsibility at The Upjohn Company and Glaxo-Smith Kline. Mr. Cory earned a BS in Pharmacy from the University of Cincinnati, College of Pharmacy, was board certified in Pharmacy and holds an MBA from the University of Maryland.분석 기사 • Jul 02CASI Pharmaceuticals, Inc. (NASDAQ:CASI) Not Doing Enough For Some Investors As Its Shares Slump 30%To the annoyance of some shareholders, CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shares are down a considerable 30% in...New Risk • Jun 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$29m free cash flow). Minor Risks Negative equity (-US$8.1m). Currently unprofitable and not forecast to become profitable over next 3 years (US$31m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (US$28.5m market cap).Major Estimate Revision • May 23Consensus revenue estimates decrease by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$18.8m to US$12.5m. EPS estimate unchanged from -US$2.07 per share at last update. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target of US$4.00 unchanged from last update. Share price fell 3.7% to US$1.87 over the past week.New Risk • May 18New minor risk - Negative shareholders equityThe company has negative equity. Total equity: -US$8.1m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$29m free cash flow). Minor Risks Negative equity (-US$8.1m). Currently unprofitable and not forecast to become profitable over next 3 years (US$26m net loss in 3 years). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (US$30.1m market cap).Reported Earnings • May 18First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.69 loss per share. Revenue: US$6.24m (up 83% from 1Q 2024). Net loss: US$10.8m (loss widened 13% from 1Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 44% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 17%.공시 • Apr 10Discontinuation of Litigation and Arbitration Demand with AcrotechCASI Pharmaceuticals, Inc. announced the recent developments on its dispute with Acrotech Biopharma Inc. (“Acrotech”). As the Company previously disclosed, Acrotech filed a complaint against the Company on March 4, 2025 in New York state court in New York County (the “Court”) in relation to Acrotech’s purported termination of certain License Agreement (the “License Agreement”), dated September 17, 2014, between Spectrum Pharmaceuticals, Inc. and the Company granting the exclusive rights to the Company to commercialize Evomela® in China, which was later assigned to Acrotech on March 1, 2019. Following the Court’s decisions on March 10, 2025 that denied Acrotech’s application for a temporary restraining order and granted the Company additional time to respond to Acrotech’s application for a preliminary injunction, the Company submitted its opposition to Acrotech’s preliminary injunction application on April 1, 2025. While the Court scheduled a hearing on April 10, 2025 regarding Acrotech’s preliminary injunction application and CASI’s opposition, Acrotech filed a Notice of Voluntary Discontinuance without Prejudice with the Court on April 7, 2025, voluntarily dismissing its complaint against the Company without prejudice. Separately, on April 7, 2025, the International Centre for Dispute Resolution of the American Arbitration Association (the “AAA”) issued a letter acknowledging receipt of CASI’s Demand for Arbitration against Acrotech in relation to its purported termination of the License Agreement among other things. The AAA arbitration proceedings are in their initial stage. The Company will continue to take all other necessary legal actions to assert and protect its legal rights. The Company cannot predict right now the final outcome of the arbitration proceedings or how the parties’ dispute would ultimately be resolved.Reported Earnings • Apr 01Full year 2024 earnings released: US$2.56 loss per share (vs US$2.02 loss in FY 2023)Full year 2024 results: US$2.56 loss per share (further deteriorated from US$2.02 loss in FY 2023). Revenue: US$28.5m (down 16% from FY 2023). Net loss: US$39.3m (loss widened 46% from FY 2023). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.분석 기사 • Mar 21CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Shares Lagging The Industry But So Is The BusinessYou may think that with a price-to-sales (or "P/S") ratio of 1.6x CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) is...공시 • Jan 06CASI Pharmaceuticals, Inc. Announces First Patient Dosed in Phase 1/2 Clinical Trial of CID-103 in Immune ThrombocytopeniaCASI Pharmaceuticals, Inc. announced that the first patient has been dosed in the Phase 1/2 trial to evaluate the safety and tolerability of CID-103 in adult patients with chronic Immune Thrombocytopenia (ITP) in China. CID-103 is a fully human IgG1 anti-CD38 monoclonal antibody recognizing a unique epitope that has demonstrated encouraging preclinical efficacy and safety profile compared to other anti-CD38 monOClonal antibodies.공시 • Dec 27CASI Pharmaceuticals, Inc. Announces Clinical Hold of CID-103 for Antibody Mediated Rejection (AMR) of Kidney TransplantOn December 26, 2024, CASI Pharmaceuticals, Inc. announced that it was was informed via a teleconference with the FDA that CID-103, anti-CD38 antibody, Investigational New Drug (IND) for the treatment of AMR has been placed on clinical hold. FDA plans to provide a formal written response before the statutory deadline. The CID-103 IND application supporting a phase 1-2 study of CID-103 in adults with chronic Immune Thrombocytopenia (ITP) remains open and accrual to the study is expected to commence in first quarter of 2025.분석 기사 • Nov 26The Market Doesn't Like What It Sees From CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Revenues Yet As Shares Tumble 34%The CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) share price has fared very poorly over the last month, falling by a...New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$27m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (US$76.7m market cap).Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.55 loss per share (further deteriorated from US$0.35 loss in 3Q 2023). Revenue: US$7.79m (down 12% from 3Q 2023). Net loss: US$8.40m (loss widened 81% from 3Q 2023). Revenue exceeded analyst estimates by 71%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공시 • Oct 25CASI Pharmaceuticals, Inc. Receives CTA Approval From China's NMPA for CID-103 in Immune ThrombocytopeniaCASI Pharmaceuticals, Inc. announced that the Center for Drug Evaluation (CDE) of China'sNational Medical Products Administration (NMPA) has approved the Company's Clinical Trial Application (CTA) to proceed with a phase 1/2 study of CID-103 in adults patients with chronic Immune Thrombocytopenia (ITP) in China. This China study is part of the global study that was approved by the US FDA in May 2024.CID-103 is a fully human IgG1 anti-CD38 monoclonal antibody recognizing a unique epitope that has demonstrated encouraging preclinical efficacy and safety profile compared to other anti-CD38 monoclonal antibodies.공시 • Sep 12CASI Pharmaceuticals, Inc. Announces Change of Senior Management PositionsCASI Pharmaceuticals, Inc. announced that, to support the strategic pivot of business operations and streamline the internal management reporting, effective from September 10, 2024, the position of President of the Company was removed, and instead a Senior Vice President in charge of coordination and management of synergistic projects between China and US and management of certain key projects was created. Mr. Wei (Larry) Zhang was appointed as the Senior Vice President.Reported Earnings • Aug 18Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.52 loss per share (improved from US$0.77 loss in 2Q 2023). Revenue: US$3.98m (down 60% from 2Q 2023). Net loss: US$6.97m (loss narrowed 32% from 2Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.New Risk • Aug 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (US$97.8m market cap).공시 • Jul 08+ 1 more updateCASI Pharmaceuticals, Inc. Appoints Daniel Lang as CFOCASI Pharmaceuticals, Inc. announced appointment of Daniel Lang, MD as Chief Financial Officer of the company, effective July 8, 2024. Dr. Lang has more than 30 years of experience as a physician scientist, investor, and biotech executive. He is a cardiologist by training from UCSF, followed by 20 years of investment experience as a portfolio manager at Farallon Capital and Chief Investment Officer at RS Investments Value Group. Most recently, he was the President of Athenex cell therapy division and led clinical development of the NKT cell platform.공시 • Jun 27+ 1 more updateCASI Pharmaceuticals, Inc. announced that it expects to receive $15 million in funding from VR Adviser, LLC, Foresite Capital Management, LLC, Panacea Venture Management Co., Ltd.CASI Pharmaceuticals, Inc announced that it has entered into securities purchase agreement of 1,020,000 ordinary shares of the Company, at a price of $5 per ordinary share for gross proceeds $5,100,000 and 1,980,000 pre-funded warrants to purchase up to an aggregate of 1,980,000 ordinary shares at a price of $5 per warrant for gross proceeds $9,900,000 for gross proceeds $15,000,000 on June 26, 2024. The transaction includes participation from new investors led by Venrock Healthcare Capital Partners and Foresite Capital, with participation by Panacea Venture and Dr. Wei-Wu He, the Chairman of the board of directors and Chief Executive Officer of the Company and his family trust. The PIPE Transaction is expected to close in mid-July 2024, subject to the satisfaction of customary closing conditions. Each pre-funded warrant will have an exercise price of $0.0001 per share, and will be exercisable immediately and remains exercisable until exercised in full. The pre-funded warrants are subject to other terms and conditions, including certain ordinary share ownership limitations.공시 • Jun 05CASI Pharmaceuticals, Inc. to Report Q3, 2024 Results on Nov 14, 2024CASI Pharmaceuticals, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024Major Estimate Revision • May 21Consensus revenue estimates fall by 67%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$59.2m to US$19.8m. Forecast losses increased from US$0.00 to -US$2.56 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target down from US$12.00 to US$6.00. Share price fell 2.5% to US$3.09 over the past week.분석 기사 • May 21CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Share Price Boosted 39% But Its Business Prospects Need A Lift TooCASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders are no doubt pleased to see that the share price has bounced...Reported Earnings • May 16First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.71 loss per share (further deteriorated from US$0.45 loss in 1Q 2023). Revenue: US$3.41m (down 59% from 1Q 2023). Net loss: US$9.53m (loss widened 59% from 1Q 2023). Revenue missed analyst estimates by 72%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.Breakeven Date Change • May 16No longer forecast to breakevenThe analyst covering CASI Pharmaceuticals no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$37.0k in 2024. New forecast suggests the company will make a loss of US$28.4m in 2026.공시 • May 16CASI Pharmaceuticals Receives FDA Clearance on the Investigational New Drug (IND) Application for CID-103 in Immune ThrombocytopeniaCASI Pharmaceuticals, Inc. announced the following: On April 12, 2024 CASI submitted the IND application to the FDA for CID-103 to support a phase 1/2 study of CID-103 in adults with chronic Immune Thrombocytopenia (ITP). On May 13, 2024 CASI received a letter from FDA indicating that study may proceed. CID-103 is a fully human IgG1 anti-CD38 monoclonal antibody recognizing a unique.New Risk • May 15New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$27m Forecast net loss in 3 years: US$28m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$41.2m market cap).공시 • Apr 09CASI Pharmaceuticals, Inc. to Report Q2, 2024 Results on Aug 20, 2024CASI Pharmaceuticals, Inc. announced that they will report Q2, 2024 results on Aug 20, 2024Reported Earnings • Apr 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$2.02 loss per share (improved from US$3.01 loss in FY 2022). Revenue: US$33.9m (down 21% from FY 2022). Net loss: US$27.0m (loss narrowed 34% from FY 2022). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings.분석 기사 • Mar 12Investors Don't See Light At End Of CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Tunnel And Push Stock Down 26%To the annoyance of some shareholders, CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shares are down a considerable 26% in...공시 • Mar 06CASI Pharmaceuticals Report Positive Interim Phase 1 Data for BI-1206 in the Treatment of Relapsed/Refractory Indolent Non-Hodgkin's Lymphoma in ChinaCASI Pharmaceuticals, Inc. and BioInvent International AB announced preliminary encouraging efficacy data for BI-1206 in combination with rituximab in patients with relapsed/refractory (R/R) indolent Non-Hodgkin's Lymphoma (iNHL) in the ongoing development program in China. The results are consistent with the clinical data that have been previously reported by BioInvent. BI-1206 is being developed to re-establish the clinical efficacy of cancer therapies such as rituximab by addressing fundamental resistance mechanisms to cancer treatments. The clinical efficacy results reported, including a long-lasting complete response, reinforce previously reported data.공시 • Mar 05+ 1 more updateCASI Pharmaceuticals, Inc. to Report Q1, 2024 Results on May 20, 2024CASI Pharmaceuticals, Inc. announced that they will report Q1, 2024 results on May 20, 2024공시 • Feb 16Casi Pharmaceuticals Announces First Dose of Folotyn in ChinaCASI Pharmaceuticals, Inc. announced the administration of the first dose of FOLOTYN® (Pralatrexate Injection) to a patient in China. This remarks a pivotal step in CASI's commitment to addressing critical medical needs in peripheral T-cell lymphoma in China market. FOLOTYN® (Pralatrexate) is a dihydrofolate reductase inhibitor indicated for the treatment of patients with relapsed or refractory peripheral T-cell lymphoma ("PTCL"). Compared with methotrexate, pralatrexate could be more effectively internalized into tumor cells which may translate to a greater anti-cancer effect. Clinical studies have demonstrated that pralatrexate has significant activity against PTCL1. With the results of an overall response rate ("ORR") of 52% and a median progression-free survival ("PFS") of 4.8 months from the Chinese registrational study2, in comparison to an ORR of 29% and a median PFS of 3.5 months from the PROPEL study3 in the US. Pralatrexate was approved in the United States, Japan and China as treatment for PTCL. Pralatrexate is a promising treatment option for Chinese patients with relapsed or refractory PTCL.공시 • Feb 12CASI Pharmaceuticals, Inc. Announces Resignation of Fuqiang Zhang as Chief Commercial OfficerCASI Pharmaceuticals, Inc. announced On February 8, 2024, Mr. Fuqiang Zhang tendered his resignation as the Chief Commercial Officer (the “COO”) of the company, with immediate effect. Mr. Zhang’s decision to resign was not a result of any disagreements with the Company on any matter related to the operations, policies, or practices of the Company. The Company currently has no plan to appoint a new COO. The Company’s Global Chief Commercial Officer will continue to lead the efforts of the Company on the establish of business system and market expansion.공시 • Jan 31CASI Pharmaceuticals, Inc. Appoints of Mr. Huang Hai as the Global Chief Commercial OfficerCASI Pharmaceuticals, Inc. announced the appointment of Mr. Huang Hai as the Global Chief Commercial Officer (Executive Vice President) of CASI China, effective January 29, 2024. Mr. Huang will be instrumental in leading the development of CASI's global commercialization strategy, overseeing the establishment of a global business system, and managing market expansion and strategic business partnerships. Mr. Huang, holding a Bi-MBA from Peking University and an undergraduate degree in Biochemistry from Lanzhou University, has over 27 years of experience in the pharmaceutical industry. Prior to joining CASI, Mr. Huang held the CEO role at Fosun Kite and senior executive roles at multinational pharmaceutical companies such as Pfizer China, Medtronic and Sanofi, where he was accountable for general business operation and management, and earlier marketing, sales and brand management, to drive business growth and market share. Mr. Huang currently also holds positions as the Executive Director of the Shanghai CGT Special Committee and as a member of the Shanghai Industry-Academia-Research Expert Group Committee.분석 기사 • Dec 18CASI Pharmaceuticals, Inc. (NASDAQ:CASI) Held Back By Insufficient Growth Even After Shares Climb 33%Despite an already strong run, CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shares have been powering on, with a gain of...Reported Earnings • Nov 17Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.35 loss per share (improved from US$0.38 loss in 3Q 2022). Revenue: US$8.84m (down 14% from 3Q 2022). Net loss: US$4.64m (loss narrowed 11% from 3Q 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 38%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.Breakeven Date Change • Nov 16Forecast to breakeven in 2024The analyst covering CASI Pharmaceuticals expects the company to break even for the first time. New forecast suggests losses will reduce by 37% to 2023. The company is expected to make a profit of US$37.0m in 2024. Average annual earnings growth of 64% is required to achieve expected profit on schedule.분석 기사 • Sep 02We're Keeping An Eye On CASI Pharmaceuticals' (NASDAQ:CASI) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Reported Earnings • Aug 13Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.77 loss per share (further deteriorated from US$0.56 loss in 2Q 2022). Revenue: US$9.82m (up 14% from 2Q 2022). Net loss: US$10.2m (loss widened 33% from 2Q 2022). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.공시 • Aug 08CASI Pharmaceuticals, Inc. to Report Q3, 2023 Results on Nov 01, 2023CASI Pharmaceuticals, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023공시 • Jun 20CASI Pharmaceuticals, Inc.(NasdaqCM:CASI) dropped from S&P TMI IndexCASI Pharmaceuticals, Inc.(NasdaqCM:CASI) dropped from S&P TMI IndexMajor Estimate Revision • May 24Consensus EPS estimates upgraded to US$1.88 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$44.2m to US$43.4m. 2023 losses expected to reduce from -US$2.24 to -US$1.88 per share. Biotechs industry in the US expected to see average net income decline 81% next year. Consensus price target of US$10.00 unchanged from last update. Share price fell 18% to US$2.05 over the past week.분석 기사 • May 20Is CASI Pharmaceuticals (NASDAQ:CASI) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Reported Earnings • Apr 27Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$3.01 loss per share (further deteriorated from US$2.69 loss in FY 2021). Revenue: US$43.1m (up 43% from FY 2021). Net loss: US$41.0m (loss widened 12% from FY 2021). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 82%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.Board Change • Mar 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Quan Zhou was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공시 • Jan 07CASI Pharmaceuticals, Inc. Announces Clinical Trial Application Approval for CB-5339 in Patients with Multiple Myeloma in ChinaCASI Pharmaceuticals, Inc. announced that the China National Medical Products Administration (NMPA) has approved the Company's Clinical Trial Application (CTA) for CB-5339, a first-in-class VCP/p97 inhibitor from Cleave Therapeutics. CASI is planning a Phase 1 development program in China of CB-5339 as a single agent to evaluate the PK/safety profile, select the Recommended Phase 2 Dose, and assess early signs of clinical efficacy. The Phase 1 development program is expected to start in 2023. CB-5339 is an oral second-generation, small molecule VCP/p97 inhibitor, and is currently being evaluated by Cleave Therapeutics in a Phase 1 clinical trial in patients with acute myeloid leukemia (AML), myelodysplastic syndrome (MDS) and myeloproliferative neoplasms (NCT04402541). VCP/p97 inhibitors exploit molecular features that define cancer cell growth and metabolism. VCP/p97 plays a critical role in protein homeostasis processes such as endoplasmic reticulum associated degradation (ERAD) and chromatin-associated degradation (CAD), as well as the DNA damage response (DDR). These key cellular stress pathways are known to represent sensitivities critical to cancer cell survival. Cellular stress provides an attractive means of targeting non-oncogene addiction as a way to combat tumor heterogeneity and emerging resistance to targeted therapies. Such an approach has the added benefit of broad applicability, not dependent on a single driver mutation and potential efficacy across cancer types.Major Estimate Revision • Nov 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$1.33 to -US$1.65 per share. Revenue forecast unchanged at US$39.7m. Biotechs industry in the US expected to see average net income decline 94% next year. Consensus price target down from US$22.67 to US$18.33. Share price was steady at US$1.87 over the past week.Breakeven Date Change • Nov 17Forecast to breakeven in 2024The 3 analysts covering CASI Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 19% per year to 2023. The company is expected to make a profit of US$5.46m in 2024. Average annual earnings growth of 78% is required to achieve expected profit on schedule.Price Target Changed • Nov 16Price target decreased to US$18.33Down from US$22.67, the current price target is an average from 3 analysts. New target price is 870% above last closing price of US$1.89. Stock is down 81% over the past year. The company is forecast to post a net loss per share of US$2.16 next year compared to a net loss per share of US$2.69 last year.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Director Quan Zhou was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Seeking Alpha • Sep 23Casi to sell stake in Juventas to Jiadao Gongcheng for ~RMB240.87MCasi Pharmaceuticals (NASDAQ:CASI) is selling its equity interest of 12.0098% in Juventas Biotechnology (Tianjin) to Shenzhen Jiadao Gongcheng Equity Investment Fund for RMB240.87M (~$34.03M). Casi's unit Casi Biopharmaceuticals (Wuxi) signed the equity transfer agreement with Jiadao under which one payment will be made after signing and the second after the equity transaction is completed, the Rockville, Md.-based company said in a Sept. 23 press release. "The completion of the equity transfer transaction will strengthen CASI's balance sheet by providing CASI with sufficient cash to operate until, at least, the end of 2023," said Casi's Chairman and CEO Wei-Wu He. The CEO added that Casi expects Juventas to file an application an application to the Chinese drug regulator seeking approval of CNCT-19 for B-cell acute lymphoblastic leukemia. "CASI and Juventas will continue to maintain a working partnership, focusing on product launch and co-marketing for CNCT-19," the CEO commented.Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.15 to -US$1.33 per share. Revenue forecast steady at US$40.0m. Biotechs industry in the US expected to see average net income decline 57% next year. Consensus price target down from US$37.00 to US$22.67. Share price was steady at US$3.50 over the past week.Price Target Changed • Aug 16Price target decreased to US$22.67Down from US$37.00, the current price target is an average from 3 analysts. New target price is 600% above last closing price of US$3.24. Stock is down 74% over the past year. The company is forecast to post a net loss per share of US$1.33 next year compared to a net loss per share of US$2.69 last year.Reported Earnings • Aug 12Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: US$0.56 loss per share (down from US$0.50 loss in 2Q 2021). Revenue: US$8.57m (up 20% from 2Q 2021). Net loss: US$7.68m (loss widened 11% from 2Q 2021). Revenue exceeded analyst estimates by 8.9%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 55%, compared to a 51% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.Seeking Alpha • Aug 11CASI Pharmaceuticals Q2 2022 Earnings PreviewCASI Pharmaceuticals (NASDAQ:CASI) is scheduled to announce Q2 earnings results on Friday, August 12th, before market open. The consensus EPS Estimate is -$0.61 (-1120.0% Y/Y) and the consensus Revenue Estimate is $7.87M (+9.9% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 0 upward revisions and 3 downward.Recent Insider Transactions • Jun 19Chairman & CEO recently bought US$273k worth of stockOn the 15th of June, Wei-Wu He bought around 88k shares on-market at roughly US$3.09 per share. This was the largest purchase by an insider in the last 3 months. Wei-Wu has been a buyer over the last 12 months, purchasing a net total of US$1.3m worth in shares.Price Target Changed • Jun 03Price target decreased to US$37.00Down from US$43.33, the current price target is an average from 3 analysts. New target price is 1,028% above last closing price of US$3.28. Stock is down 81% over the past year. The company is forecast to post a net loss per share of US$2.15 next year compared to a net loss per share of US$2.69 last year.분석 기사 • May 26Is CASI Pharmaceuticals (NASDAQ:CASI) In A Good Position To Deliver On Growth Plans?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Breakeven Date Change • May 16No longer forecast to breakevenThe 3 analysts covering CASI Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$12.6m in 2024. New consensus forecast suggests the company will make a loss of US$28.6m in 2024.Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: US$0.062 loss per share (up from US$0.11 loss in 1Q 2021). Revenue: US$9.06m (up 58% from 1Q 2021). Net loss: US$8.60m (loss narrowed 38% from 1Q 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 31%. Over the next year, revenue is forecast to grow 50%, compared to a 25% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target increased to US$4.67Up from US$4.20, the current price target is an average from 3 analysts. New target price is 890% above last closing price of US$0.47. Stock is down 76% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$0.27 last year.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Quan Zhou was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Major Estimate Revision • Apr 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.25 to -US$0.34 per share. Revenue forecast unchanged at US$41.5m. Biotechs industry in the US expected to see average net income decline 47% next year. Consensus price target of US$4.67 unchanged from last update. Share price fell 22% to US$0.71 over the past week.Reported Earnings • Mar 29Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.27 loss per share (up from US$0.44 loss in FY 2020). Revenue: US$30.2m (up 99% from FY 2020). Net loss: US$36.7m (loss narrowed 24% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 31%, compared to a 65% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 19Price target increased to US$4.67Up from US$4.20, the current price target is an average from 3 analysts. New target price is 425% above last closing price of US$0.89. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.44 last year.Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 4 analysts covering CASI Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$27.8m in 2024. Average annual earnings growth of 62% is required to achieve expected profit on schedule.Recent Insider Transactions • Nov 25Chairman & CEO recently bought US$394k worth of stockOn the 18th of November, Wei-Wu He bought around 400k shares on-market at roughly US$0.98 per share. This was the largest purchase by an insider in the last 3 months. Wei-Wu has been a buyer over the last 12 months, purchasing a net total of US$1.0m worth in shares.Reported Earnings • Nov 13Third quarter 2021 earnings released: US$0.073 loss per share (vs US$0.14 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$8.11m (up 91% from 3Q 2020). Net loss: US$10.2m (loss narrowed 40% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Aug 22Chairman & CEO recently bought US$614k worth of stockOn the 19th of August, Wei-Wu He bought around 480k shares on-market at roughly US$1.28 per share. This was the largest purchase by an insider in the last 3 months. Wei-Wu has been a buyer over the last 12 months, purchasing a net total of US$1.1m worth in shares.Reported Earnings • Aug 14Second quarter 2021 earnings released: US$0.05 loss per share (vs US$0.086 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$7.16m (up 168% from 2Q 2020). Net loss: US$6.95m (loss narrowed 20% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.분석 기사 • Aug 14Upgrade: Analysts Just Made A Captivating Increase To Their CASI Pharmaceuticals, Inc. (NASDAQ:CASI) ForecastsShareholders in CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) may be thrilled to learn that the analysts have just...Price Target Changed • Aug 13Price target increased to US$4.45Up from US$3.95, the current price target is an average from 5 analysts. New target price is 240% above last closing price of US$1.31. Stock is down 32% over the past year.매출 및 비용 세부 내역CASI Pharmaceuticals가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이OTCPK:CASI.F 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Dec 2521-4847630 Sep 2527-4944930 Jun 2532-4745931 Mar 2531-4045831 Dec 2429-3941930 Sep 2422-3141830 Jun 2423-2739831 Mar 2429-30411031 Dec 2334-27421030 Sep 2342-40421230 Jun 2344-41421331 Mar 2342-38391531 Dec 2243-41381630 Sep 2237-27391630 Jun 2235-32391531 Mar 2233-31391331 Dec 2130-37381430 Sep 2126-45351430 Jun 2122-52341431 Mar 2117-54301431 Dec 2015-48271130 Sep 2012-47271030 Jun 2010-4029931 Mar 208-46301031 Dec 194-4630930 Sep 193-43271130 Jun 190-42251131 Mar 190-32221031 Dec 180-2718930 Sep 180-2314930 Jun 180-167831 Mar 180-134831 Dec 170-114730 Sep 170-84530 Jun 170-84531 Mar 170-95431 Dec 160-95430 Sep 160-84430 Jun 160-84431 Mar 160-73431 Dec 150-74430 Sep 150-743양질의 수익: CASI.F 은(는) 현재 수익성이 없습니다.이익 마진 증가: CASI.F는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: CASI.F는 수익성이 없지만 지난 5년 동안 연평균 1.8%의 속도로 손실을 줄였습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 CASI.F의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: CASI.F은 수익성이 없어 지난 해 수익 성장률을 Biotechs 업계(54.5%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: CASI.F의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YPharmaceuticals-biotech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/07 04:59종가2026/07/07 00:00수익2025/12/31연간 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스CASI Pharmaceuticals, Inc.는 5명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nathaniel CallowayEdison Investment ResearchSean LeeH.C. Wainwright & Co.Mi ZhouMaxim Group2명의 분석가 더 보기
Reported Earnings • Nov 17Third quarter 2025 earnings released: US$0.68 loss per share (vs US$0.55 loss in 3Q 2024)Third quarter 2025 results: US$0.68 loss per share (further deteriorated from US$0.55 loss in 3Q 2024). Revenue: US$3.08m (down 61% from 3Q 2024). Net loss: US$10.9m (loss widened 30% from 3Q 2024). Revenue is expected to decline by 35% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 22%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.86 loss per share (further deteriorated from US$0.52 loss in 2Q 2024). Revenue: US$4.18m (up 4.9% from 2Q 2024). Net loss: US$13.4m (loss widened 92% from 2Q 2024). Revenue missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 83%. Revenue is expected to decline by 42% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • May 18First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.69 loss per share. Revenue: US$6.24m (up 83% from 1Q 2024). Net loss: US$10.8m (loss widened 13% from 1Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 44% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 17%.
Reported Earnings • Apr 01Full year 2024 earnings released: US$2.56 loss per share (vs US$2.02 loss in FY 2023)Full year 2024 results: US$2.56 loss per share (further deteriorated from US$2.02 loss in FY 2023). Revenue: US$28.5m (down 16% from FY 2023). Net loss: US$39.3m (loss widened 46% from FY 2023). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.55 loss per share (further deteriorated from US$0.35 loss in 3Q 2023). Revenue: US$7.79m (down 12% from 3Q 2023). Net loss: US$8.40m (loss widened 81% from 3Q 2023). Revenue exceeded analyst estimates by 71%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 18Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.52 loss per share (improved from US$0.77 loss in 2Q 2023). Revenue: US$3.98m (down 60% from 2Q 2023). Net loss: US$6.97m (loss narrowed 32% from 2Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
공시 • Apr 22CASI Pharmaceuticals, Inc. announced delayed 20-F filingOn 04/21/2026, CASI Pharmaceuticals, Inc. announced that they will be unable to file their next 20-F by the deadline required by the SEC.
공시 • Apr 21CASI Pharmaceuticals, Inc. announced that it has received $20 million in funding from ETP Global III Fund LPOn April 20, 2026. CASI Pharmaceuticals, Inc. announced that it has closed the transaction.
공시 • Feb 27CASI Pharmaceuticals, Inc.(OTCPK:CASI.F) dropped from NASDAQ Composite IndexCASI Pharmaceuticals, Inc. has been dropped from the NASDAQ composite Index.
New Risk • Feb 26New 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 24% 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 (24% average weekly change). Negative equity (-US$29m). Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Market cap is less than US$100m (US$16.4m market cap).
공시 • Jan 23CASI Pharmaceuticals Reports the Failure to Renew the Import Drug Registration License for FOLOTYN in ChinaCASI Pharmaceuticals, Inc. reported that, following prior correspondence from the Chinese Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA) that the Company's renewal application submitted in May 2025 for the Import Drug Registration License for FOLOTYN was not granted, the Company received a formal notice from the NMPA that the Company's renewal application was not approved.
공시 • Dec 11CASI Pharmaceuticals, Inc. announced that it expects to receive $20 million in funding from Emerging Technology Partners, LLCCASI Pharmaceuticals, Inc. announced that has entered into a convertible note purchase agreement pursuant to which the Company will issue and sell convertible notes in an aggregate principal amount of $20,000,000 to the Purchaser through a private placement on December 11, 2025. The transaction includes participation from returning investor ETP Global III Fund LP, a partnership controlled by Dr. Wei-Wu He. The sale of the convertible notes will be in tranches and subject to multiple closings with certain closing conditions, including Purchaser being satisfied with the business results and financials status of the Company and the use of proceeds upon each closing. Each convertible note issued pursuant to the Purchase Agreement will mature in 36 months, bearing interest of 12% per annum from the issuance date. Upon maturity, each note may, at the Company’s option, be convertible into ordinary shares of the Company, par value $0.0001 per share (the “Shares”), at a conversion price of the volume weighted average closing price of the Company’s Shares during the five consecutive trading days immediately preceding the maturity date. The Purchaser also has the right to convert each note into Shares at any time from and including the 91st day after the issuance thereof to and including the maturity date at a conversion price of the volume weighted average closing price of the Company’s Shares during the five consecutive trading days immediately preceding the date of conversion notice by the Purchaser. In no event shall the conversion price be higher than $2 per ordinary Share or lower than $1 per Share.
Major Estimate Revision • Dec 10Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$2.31 to -US$2.58 per share. Revenue forecast of US$13.5m unchanged since last update. Biotechs industry in the US expected to see average net income decline 7.4% next year. Consensus price target of US$4.00 unchanged from last update. Share price fell 10% to US$0.84 over the past week.
분석 기사 • Nov 25Lacklustre Performance Is Driving CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) 27% Price DropUnfortunately for some shareholders, the CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) share price has dived 27% in the...
New Risk • Nov 20New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 37% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$29m). Shareholders have been substantially diluted in the past year (37% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$24.7m market cap).
Reported Earnings • Nov 17Third quarter 2025 earnings released: US$0.68 loss per share (vs US$0.55 loss in 3Q 2024)Third quarter 2025 results: US$0.68 loss per share (further deteriorated from US$0.55 loss in 3Q 2024). Revenue: US$3.08m (down 61% from 3Q 2024). Net loss: US$10.9m (loss widened 30% from 3Q 2024). Revenue is expected to decline by 35% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 22%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
분석 기사 • Sep 30Little Excitement Around CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Revenues As Shares Take 43% PoundingCASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders won't be pleased to see that the share price has had a very...
공시 • Sep 28CASI Pharmaceuticals, Inc. Announces Appointment of James Huang as an Independent Director Effective as of October 1, 2025CASI Pharmaceuticals, Inc. announced the appointment of James Huang as an Independent Director to the CASI Board of Directors, effective as of October 1, 2025. Mr. Huang brings over 35 years of experience building and investing in biopharma companies globally. As Founder and Managing Partner of Panacea Venture, and previously Managing Partner at Kleiner Perkins (KPCB) China and Vivo Ventures, he has guided numerous cross-border companies through critical stages of growth, financing, and global expansion. Earlier in his career, he held senior roles in business development, sales & marketing, and research & development at Tularik Inc. (acquired by Amgen), GlaxoSmithKline LLC, Bristol-Myers Squibb and ALZA Corp. (acquired by Johnson & Johnson). Mr. Huang serves as a member of the board of directors of Kindstar Globalgene Technology, Inc., Connect Biopharma Holdings Limited, Lee’s Pharmaceutical Holdings Limited, Atara Biotherapeutics, Inc., and several private companies. He received an M.B.A. from the Stanford Graduate School of Business and a B.S. degree in chemical engineering from the University of California, Berkeley.
분석 기사 • Sep 09One CASI Pharmaceuticals, Inc. (NASDAQ:CASI) Analyst Just Made A Major Cut To Next Year's EstimatesMarket forces rained on the parade of CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders today, when the covering...
Major Estimate Revision • Sep 05Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$12.5m to US$10.4m. Forecast losses increased from -US$2.07 to -US$2.31 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target of US$4.00 unchanged from last update. Share price was steady at US$2.34 over the past week.
Reported Earnings • Aug 31Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.86 loss per share (further deteriorated from US$0.52 loss in 2Q 2024). Revenue: US$4.18m (up 4.9% from 2Q 2024). Net loss: US$13.4m (loss widened 92% from 2Q 2024). Revenue missed analyst estimates by 33%. Earnings per share (EPS) also missed analyst estimates by 83%. Revenue is expected to decline by 42% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 20%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
분석 기사 • Aug 16CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Shares Bounce 80% But Its Business Still Trails The IndustryCASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders would be excited to see that the share price has had a great...
New Risk • Aug 04New 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 20% 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$29m free cash flow). Share price has been highly volatile over the past 3 months (20% average weekly change). Minor Risks Negative equity (-US$8.1m). Currently unprofitable and not forecast to become profitable over next 3 years (US$31m net loss in 3 years). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (US$20.0m market cap).
공시 • Jul 23CASI Pharmaceuticals, Inc., Annual General Meeting, Aug 20, 2025CASI Pharmaceuticals, Inc., Annual General Meeting, Aug 20, 2025. Location: 3500 - 1133 melville street, british columbia, v6e4e5, vancouver Canada
공시 • Jul 22+ 1 more updateCASI Pharmaceuticals Announces CEO ChangesCASI Pharmaceuticals, Inc. announced the appointment of David Cory as Chief Executive Officer. Wei-Wu He, Ph.D. will step down as the CEO and will remain as Executive Chairman of the Board of Directors. Most recently, Mr. Cory was CEO and Director of LIB Therapeutics which completed Phase 3 registration-enabling trials for its lead cardiovascular disease program and filed for regulatory approval. Previously, Mr. Cory was CEO and Director of Eiger BioPharmaceuticals which obtained FDA and EMA approval and launched the first therapy to extend survival in Hutchinson-Gilford progeria syndrome, an ultra-rare, ultimately fatal disease. Mr. Cory began his emerging-stage biotech career as a founding member and/or executive in multiple start-up companies including InterMune, CoTherix, and Prestwick Pharmaceuticals which resulted in exits by acquisition of approximately $9 billion collectively. Mr. Cory began his industry career spending over a decade in large global pharma holding positions of increasing operational responsibility at The Upjohn Company and Glaxo-Smith Kline. Mr. Cory earned a BS in Pharmacy from the University of Cincinnati, College of Pharmacy, was board certified in Pharmacy and holds an MBA from the University of Maryland.
분석 기사 • Jul 02CASI Pharmaceuticals, Inc. (NASDAQ:CASI) Not Doing Enough For Some Investors As Its Shares Slump 30%To the annoyance of some shareholders, CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shares are down a considerable 30% in...
New Risk • Jun 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$29m free cash flow). Minor Risks Negative equity (-US$8.1m). Currently unprofitable and not forecast to become profitable over next 3 years (US$31m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (US$28.5m market cap).
Major Estimate Revision • May 23Consensus revenue estimates decrease by 33%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$18.8m to US$12.5m. EPS estimate unchanged from -US$2.07 per share at last update. Biotechs industry in the US expected to see average net income decline 12% next year. Consensus price target of US$4.00 unchanged from last update. Share price fell 3.7% to US$1.87 over the past week.
New Risk • May 18New minor risk - Negative shareholders equityThe company has negative equity. Total equity: -US$8.1m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$29m free cash flow). Minor Risks Negative equity (-US$8.1m). Currently unprofitable and not forecast to become profitable over next 3 years (US$26m net loss in 3 years). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (US$30.1m market cap).
Reported Earnings • May 18First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$0.69 loss per share. Revenue: US$6.24m (up 83% from 1Q 2024). Net loss: US$10.8m (loss widened 13% from 1Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is expected to decline by 44% p.a. on average during the next 3 years, while revenues in the Biotechs industry in the US are expected to grow by 17%.
공시 • Apr 10Discontinuation of Litigation and Arbitration Demand with AcrotechCASI Pharmaceuticals, Inc. announced the recent developments on its dispute with Acrotech Biopharma Inc. (“Acrotech”). As the Company previously disclosed, Acrotech filed a complaint against the Company on March 4, 2025 in New York state court in New York County (the “Court”) in relation to Acrotech’s purported termination of certain License Agreement (the “License Agreement”), dated September 17, 2014, between Spectrum Pharmaceuticals, Inc. and the Company granting the exclusive rights to the Company to commercialize Evomela® in China, which was later assigned to Acrotech on March 1, 2019. Following the Court’s decisions on March 10, 2025 that denied Acrotech’s application for a temporary restraining order and granted the Company additional time to respond to Acrotech’s application for a preliminary injunction, the Company submitted its opposition to Acrotech’s preliminary injunction application on April 1, 2025. While the Court scheduled a hearing on April 10, 2025 regarding Acrotech’s preliminary injunction application and CASI’s opposition, Acrotech filed a Notice of Voluntary Discontinuance without Prejudice with the Court on April 7, 2025, voluntarily dismissing its complaint against the Company without prejudice. Separately, on April 7, 2025, the International Centre for Dispute Resolution of the American Arbitration Association (the “AAA”) issued a letter acknowledging receipt of CASI’s Demand for Arbitration against Acrotech in relation to its purported termination of the License Agreement among other things. The AAA arbitration proceedings are in their initial stage. The Company will continue to take all other necessary legal actions to assert and protect its legal rights. The Company cannot predict right now the final outcome of the arbitration proceedings or how the parties’ dispute would ultimately be resolved.
Reported Earnings • Apr 01Full year 2024 earnings released: US$2.56 loss per share (vs US$2.02 loss in FY 2023)Full year 2024 results: US$2.56 loss per share (further deteriorated from US$2.02 loss in FY 2023). Revenue: US$28.5m (down 16% from FY 2023). Net loss: US$39.3m (loss widened 46% from FY 2023). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 21CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Shares Lagging The Industry But So Is The BusinessYou may think that with a price-to-sales (or "P/S") ratio of 1.6x CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) is...
공시 • Jan 06CASI Pharmaceuticals, Inc. Announces First Patient Dosed in Phase 1/2 Clinical Trial of CID-103 in Immune ThrombocytopeniaCASI Pharmaceuticals, Inc. announced that the first patient has been dosed in the Phase 1/2 trial to evaluate the safety and tolerability of CID-103 in adult patients with chronic Immune Thrombocytopenia (ITP) in China. CID-103 is a fully human IgG1 anti-CD38 monoclonal antibody recognizing a unique epitope that has demonstrated encouraging preclinical efficacy and safety profile compared to other anti-CD38 monOClonal antibodies.
공시 • Dec 27CASI Pharmaceuticals, Inc. Announces Clinical Hold of CID-103 for Antibody Mediated Rejection (AMR) of Kidney TransplantOn December 26, 2024, CASI Pharmaceuticals, Inc. announced that it was was informed via a teleconference with the FDA that CID-103, anti-CD38 antibody, Investigational New Drug (IND) for the treatment of AMR has been placed on clinical hold. FDA plans to provide a formal written response before the statutory deadline. The CID-103 IND application supporting a phase 1-2 study of CID-103 in adults with chronic Immune Thrombocytopenia (ITP) remains open and accrual to the study is expected to commence in first quarter of 2025.
분석 기사 • Nov 26The Market Doesn't Like What It Sees From CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Revenues Yet As Shares Tumble 34%The CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) share price has fared very poorly over the last month, falling by a...
New Risk • Nov 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$27m net loss in 3 years). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (US$76.7m market cap).
Reported Earnings • Nov 17Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.55 loss per share (further deteriorated from US$0.35 loss in 3Q 2023). Revenue: US$7.79m (down 12% from 3Q 2023). Net loss: US$8.40m (loss widened 81% from 3Q 2023). Revenue exceeded analyst estimates by 71%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공시 • Oct 25CASI Pharmaceuticals, Inc. Receives CTA Approval From China's NMPA for CID-103 in Immune ThrombocytopeniaCASI Pharmaceuticals, Inc. announced that the Center for Drug Evaluation (CDE) of China'sNational Medical Products Administration (NMPA) has approved the Company's Clinical Trial Application (CTA) to proceed with a phase 1/2 study of CID-103 in adults patients with chronic Immune Thrombocytopenia (ITP) in China. This China study is part of the global study that was approved by the US FDA in May 2024.CID-103 is a fully human IgG1 anti-CD38 monoclonal antibody recognizing a unique epitope that has demonstrated encouraging preclinical efficacy and safety profile compared to other anti-CD38 monoclonal antibodies.
공시 • Sep 12CASI Pharmaceuticals, Inc. Announces Change of Senior Management PositionsCASI Pharmaceuticals, Inc. announced that, to support the strategic pivot of business operations and streamline the internal management reporting, effective from September 10, 2024, the position of President of the Company was removed, and instead a Senior Vice President in charge of coordination and management of synergistic projects between China and US and management of certain key projects was created. Mr. Wei (Larry) Zhang was appointed as the Senior Vice President.
Reported Earnings • Aug 18Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.52 loss per share (improved from US$0.77 loss in 2Q 2023). Revenue: US$3.98m (down 60% from 2Q 2023). Net loss: US$6.97m (loss narrowed 32% from 2Q 2023). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
New Risk • Aug 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (US$97.8m market cap).
공시 • Jul 08+ 1 more updateCASI Pharmaceuticals, Inc. Appoints Daniel Lang as CFOCASI Pharmaceuticals, Inc. announced appointment of Daniel Lang, MD as Chief Financial Officer of the company, effective July 8, 2024. Dr. Lang has more than 30 years of experience as a physician scientist, investor, and biotech executive. He is a cardiologist by training from UCSF, followed by 20 years of investment experience as a portfolio manager at Farallon Capital and Chief Investment Officer at RS Investments Value Group. Most recently, he was the President of Athenex cell therapy division and led clinical development of the NKT cell platform.
공시 • Jun 27+ 1 more updateCASI Pharmaceuticals, Inc. announced that it expects to receive $15 million in funding from VR Adviser, LLC, Foresite Capital Management, LLC, Panacea Venture Management Co., Ltd.CASI Pharmaceuticals, Inc announced that it has entered into securities purchase agreement of 1,020,000 ordinary shares of the Company, at a price of $5 per ordinary share for gross proceeds $5,100,000 and 1,980,000 pre-funded warrants to purchase up to an aggregate of 1,980,000 ordinary shares at a price of $5 per warrant for gross proceeds $9,900,000 for gross proceeds $15,000,000 on June 26, 2024. The transaction includes participation from new investors led by Venrock Healthcare Capital Partners and Foresite Capital, with participation by Panacea Venture and Dr. Wei-Wu He, the Chairman of the board of directors and Chief Executive Officer of the Company and his family trust. The PIPE Transaction is expected to close in mid-July 2024, subject to the satisfaction of customary closing conditions. Each pre-funded warrant will have an exercise price of $0.0001 per share, and will be exercisable immediately and remains exercisable until exercised in full. The pre-funded warrants are subject to other terms and conditions, including certain ordinary share ownership limitations.
공시 • Jun 05CASI Pharmaceuticals, Inc. to Report Q3, 2024 Results on Nov 14, 2024CASI Pharmaceuticals, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
Major Estimate Revision • May 21Consensus revenue estimates fall by 67%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$59.2m to US$19.8m. Forecast losses increased from US$0.00 to -US$2.56 per share. Biotechs industry in the US expected to see average net income decline 11% next year. Consensus price target down from US$12.00 to US$6.00. Share price fell 2.5% to US$3.09 over the past week.
분석 기사 • May 21CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Share Price Boosted 39% But Its Business Prospects Need A Lift TooCASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shareholders are no doubt pleased to see that the share price has bounced...
Reported Earnings • May 16First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.71 loss per share (further deteriorated from US$0.45 loss in 1Q 2023). Revenue: US$3.41m (down 59% from 1Q 2023). Net loss: US$9.53m (loss widened 59% from 1Q 2023). Revenue missed analyst estimates by 72%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 40% per year, which means it is significantly lagging earnings.
Breakeven Date Change • May 16No longer forecast to breakevenThe analyst covering CASI Pharmaceuticals no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$37.0k in 2024. New forecast suggests the company will make a loss of US$28.4m in 2026.
공시 • May 16CASI Pharmaceuticals Receives FDA Clearance on the Investigational New Drug (IND) Application for CID-103 in Immune ThrombocytopeniaCASI Pharmaceuticals, Inc. announced the following: On April 12, 2024 CASI submitted the IND application to the FDA for CID-103 to support a phase 1/2 study of CID-103 in adults with chronic Immune Thrombocytopenia (ITP). On May 13, 2024 CASI received a letter from FDA indicating that study may proceed. CID-103 is a fully human IgG1 anti-CD38 monoclonal antibody recognizing a unique.
New Risk • May 15New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$27m Forecast net loss in 3 years: US$28m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$28m net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Market cap is less than US$100m (US$41.2m market cap).
공시 • Apr 09CASI Pharmaceuticals, Inc. to Report Q2, 2024 Results on Aug 20, 2024CASI Pharmaceuticals, Inc. announced that they will report Q2, 2024 results on Aug 20, 2024
Reported Earnings • Apr 01Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: US$2.02 loss per share (improved from US$3.01 loss in FY 2022). Revenue: US$33.9m (down 21% from FY 2022). Net loss: US$27.0m (loss narrowed 34% from FY 2022). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) also missed analyst estimates by 4.7%. Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 45% per year, which means it is significantly lagging earnings.
분석 기사 • Mar 12Investors Don't See Light At End Of CASI Pharmaceuticals, Inc.'s (NASDAQ:CASI) Tunnel And Push Stock Down 26%To the annoyance of some shareholders, CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shares are down a considerable 26% in...
공시 • Mar 06CASI Pharmaceuticals Report Positive Interim Phase 1 Data for BI-1206 in the Treatment of Relapsed/Refractory Indolent Non-Hodgkin's Lymphoma in ChinaCASI Pharmaceuticals, Inc. and BioInvent International AB announced preliminary encouraging efficacy data for BI-1206 in combination with rituximab in patients with relapsed/refractory (R/R) indolent Non-Hodgkin's Lymphoma (iNHL) in the ongoing development program in China. The results are consistent with the clinical data that have been previously reported by BioInvent. BI-1206 is being developed to re-establish the clinical efficacy of cancer therapies such as rituximab by addressing fundamental resistance mechanisms to cancer treatments. The clinical efficacy results reported, including a long-lasting complete response, reinforce previously reported data.
공시 • Mar 05+ 1 more updateCASI Pharmaceuticals, Inc. to Report Q1, 2024 Results on May 20, 2024CASI Pharmaceuticals, Inc. announced that they will report Q1, 2024 results on May 20, 2024
공시 • Feb 16Casi Pharmaceuticals Announces First Dose of Folotyn in ChinaCASI Pharmaceuticals, Inc. announced the administration of the first dose of FOLOTYN® (Pralatrexate Injection) to a patient in China. This remarks a pivotal step in CASI's commitment to addressing critical medical needs in peripheral T-cell lymphoma in China market. FOLOTYN® (Pralatrexate) is a dihydrofolate reductase inhibitor indicated for the treatment of patients with relapsed or refractory peripheral T-cell lymphoma ("PTCL"). Compared with methotrexate, pralatrexate could be more effectively internalized into tumor cells which may translate to a greater anti-cancer effect. Clinical studies have demonstrated that pralatrexate has significant activity against PTCL1. With the results of an overall response rate ("ORR") of 52% and a median progression-free survival ("PFS") of 4.8 months from the Chinese registrational study2, in comparison to an ORR of 29% and a median PFS of 3.5 months from the PROPEL study3 in the US. Pralatrexate was approved in the United States, Japan and China as treatment for PTCL. Pralatrexate is a promising treatment option for Chinese patients with relapsed or refractory PTCL.
공시 • Feb 12CASI Pharmaceuticals, Inc. Announces Resignation of Fuqiang Zhang as Chief Commercial OfficerCASI Pharmaceuticals, Inc. announced On February 8, 2024, Mr. Fuqiang Zhang tendered his resignation as the Chief Commercial Officer (the “COO”) of the company, with immediate effect. Mr. Zhang’s decision to resign was not a result of any disagreements with the Company on any matter related to the operations, policies, or practices of the Company. The Company currently has no plan to appoint a new COO. The Company’s Global Chief Commercial Officer will continue to lead the efforts of the Company on the establish of business system and market expansion.
공시 • Jan 31CASI Pharmaceuticals, Inc. Appoints of Mr. Huang Hai as the Global Chief Commercial OfficerCASI Pharmaceuticals, Inc. announced the appointment of Mr. Huang Hai as the Global Chief Commercial Officer (Executive Vice President) of CASI China, effective January 29, 2024. Mr. Huang will be instrumental in leading the development of CASI's global commercialization strategy, overseeing the establishment of a global business system, and managing market expansion and strategic business partnerships. Mr. Huang, holding a Bi-MBA from Peking University and an undergraduate degree in Biochemistry from Lanzhou University, has over 27 years of experience in the pharmaceutical industry. Prior to joining CASI, Mr. Huang held the CEO role at Fosun Kite and senior executive roles at multinational pharmaceutical companies such as Pfizer China, Medtronic and Sanofi, where he was accountable for general business operation and management, and earlier marketing, sales and brand management, to drive business growth and market share. Mr. Huang currently also holds positions as the Executive Director of the Shanghai CGT Special Committee and as a member of the Shanghai Industry-Academia-Research Expert Group Committee.
분석 기사 • Dec 18CASI Pharmaceuticals, Inc. (NASDAQ:CASI) Held Back By Insufficient Growth Even After Shares Climb 33%Despite an already strong run, CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) shares have been powering on, with a gain of...
Reported Earnings • Nov 17Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.35 loss per share (improved from US$0.38 loss in 3Q 2022). Revenue: US$8.84m (down 14% from 3Q 2022). Net loss: US$4.64m (loss narrowed 11% from 3Q 2022). Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 38%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 41% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Nov 16Forecast to breakeven in 2024The analyst covering CASI Pharmaceuticals expects the company to break even for the first time. New forecast suggests losses will reduce by 37% to 2023. The company is expected to make a profit of US$37.0m in 2024. Average annual earnings growth of 64% is required to achieve expected profit on schedule.
분석 기사 • Sep 02We're Keeping An Eye On CASI Pharmaceuticals' (NASDAQ:CASI) Cash Burn RateJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Reported Earnings • Aug 13Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.77 loss per share (further deteriorated from US$0.56 loss in 2Q 2022). Revenue: US$9.82m (up 14% from 2Q 2022). Net loss: US$10.2m (loss widened 33% from 2Q 2022). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 54%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.
공시 • Aug 08CASI Pharmaceuticals, Inc. to Report Q3, 2023 Results on Nov 01, 2023CASI Pharmaceuticals, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023
공시 • Jun 20CASI Pharmaceuticals, Inc.(NasdaqCM:CASI) dropped from S&P TMI IndexCASI Pharmaceuticals, Inc.(NasdaqCM:CASI) dropped from S&P TMI Index
Major Estimate Revision • May 24Consensus EPS estimates upgraded to US$1.88 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$44.2m to US$43.4m. 2023 losses expected to reduce from -US$2.24 to -US$1.88 per share. Biotechs industry in the US expected to see average net income decline 81% next year. Consensus price target of US$10.00 unchanged from last update. Share price fell 18% to US$2.05 over the past week.
분석 기사 • May 20Is CASI Pharmaceuticals (NASDAQ:CASI) In A Good Position To Invest In Growth?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Reported Earnings • Apr 27Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$3.01 loss per share (further deteriorated from US$2.69 loss in FY 2021). Revenue: US$43.1m (up 43% from FY 2021). Net loss: US$41.0m (loss widened 12% from FY 2021). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 82%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 46% per year, which means it is significantly lagging earnings.
Board Change • Mar 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. Independent Director Quan Zhou was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공시 • Jan 07CASI Pharmaceuticals, Inc. Announces Clinical Trial Application Approval for CB-5339 in Patients with Multiple Myeloma in ChinaCASI Pharmaceuticals, Inc. announced that the China National Medical Products Administration (NMPA) has approved the Company's Clinical Trial Application (CTA) for CB-5339, a first-in-class VCP/p97 inhibitor from Cleave Therapeutics. CASI is planning a Phase 1 development program in China of CB-5339 as a single agent to evaluate the PK/safety profile, select the Recommended Phase 2 Dose, and assess early signs of clinical efficacy. The Phase 1 development program is expected to start in 2023. CB-5339 is an oral second-generation, small molecule VCP/p97 inhibitor, and is currently being evaluated by Cleave Therapeutics in a Phase 1 clinical trial in patients with acute myeloid leukemia (AML), myelodysplastic syndrome (MDS) and myeloproliferative neoplasms (NCT04402541). VCP/p97 inhibitors exploit molecular features that define cancer cell growth and metabolism. VCP/p97 plays a critical role in protein homeostasis processes such as endoplasmic reticulum associated degradation (ERAD) and chromatin-associated degradation (CAD), as well as the DNA damage response (DDR). These key cellular stress pathways are known to represent sensitivities critical to cancer cell survival. Cellular stress provides an attractive means of targeting non-oncogene addiction as a way to combat tumor heterogeneity and emerging resistance to targeted therapies. Such an approach has the added benefit of broad applicability, not dependent on a single driver mutation and potential efficacy across cancer types.
Major Estimate Revision • Nov 21Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$1.33 to -US$1.65 per share. Revenue forecast unchanged at US$39.7m. Biotechs industry in the US expected to see average net income decline 94% next year. Consensus price target down from US$22.67 to US$18.33. Share price was steady at US$1.87 over the past week.
Breakeven Date Change • Nov 17Forecast to breakeven in 2024The 3 analysts covering CASI Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 19% per year to 2023. The company is expected to make a profit of US$5.46m in 2024. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
Price Target Changed • Nov 16Price target decreased to US$18.33Down from US$22.67, the current price target is an average from 3 analysts. New target price is 870% above last closing price of US$1.89. Stock is down 81% over the past year. The company is forecast to post a net loss per share of US$2.16 next year compared to a net loss per share of US$2.69 last year.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 6 highly experienced directors. Independent Director Quan Zhou was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Seeking Alpha • Sep 23Casi to sell stake in Juventas to Jiadao Gongcheng for ~RMB240.87MCasi Pharmaceuticals (NASDAQ:CASI) is selling its equity interest of 12.0098% in Juventas Biotechnology (Tianjin) to Shenzhen Jiadao Gongcheng Equity Investment Fund for RMB240.87M (~$34.03M). Casi's unit Casi Biopharmaceuticals (Wuxi) signed the equity transfer agreement with Jiadao under which one payment will be made after signing and the second after the equity transaction is completed, the Rockville, Md.-based company said in a Sept. 23 press release. "The completion of the equity transfer transaction will strengthen CASI's balance sheet by providing CASI with sufficient cash to operate until, at least, the end of 2023," said Casi's Chairman and CEO Wei-Wu He. The CEO added that Casi expects Juventas to file an application an application to the Chinese drug regulator seeking approval of CNCT-19 for B-cell acute lymphoblastic leukemia. "CASI and Juventas will continue to maintain a working partnership, focusing on product launch and co-marketing for CNCT-19," the CEO commented.
Major Estimate Revision • Aug 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$2.15 to -US$1.33 per share. Revenue forecast steady at US$40.0m. Biotechs industry in the US expected to see average net income decline 57% next year. Consensus price target down from US$37.00 to US$22.67. Share price was steady at US$3.50 over the past week.
Price Target Changed • Aug 16Price target decreased to US$22.67Down from US$37.00, the current price target is an average from 3 analysts. New target price is 600% above last closing price of US$3.24. Stock is down 74% over the past year. The company is forecast to post a net loss per share of US$1.33 next year compared to a net loss per share of US$2.69 last year.
Reported Earnings • Aug 12Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: US$0.56 loss per share (down from US$0.50 loss in 2Q 2021). Revenue: US$8.57m (up 20% from 2Q 2021). Net loss: US$7.68m (loss widened 11% from 2Q 2021). Revenue exceeded analyst estimates by 8.9%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 55%, compared to a 51% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.
Seeking Alpha • Aug 11CASI Pharmaceuticals Q2 2022 Earnings PreviewCASI Pharmaceuticals (NASDAQ:CASI) is scheduled to announce Q2 earnings results on Friday, August 12th, before market open. The consensus EPS Estimate is -$0.61 (-1120.0% Y/Y) and the consensus Revenue Estimate is $7.87M (+9.9% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 0 upward revisions and 3 downward.
Recent Insider Transactions • Jun 19Chairman & CEO recently bought US$273k worth of stockOn the 15th of June, Wei-Wu He bought around 88k shares on-market at roughly US$3.09 per share. This was the largest purchase by an insider in the last 3 months. Wei-Wu has been a buyer over the last 12 months, purchasing a net total of US$1.3m worth in shares.
Price Target Changed • Jun 03Price target decreased to US$37.00Down from US$43.33, the current price target is an average from 3 analysts. New target price is 1,028% above last closing price of US$3.28. Stock is down 81% over the past year. The company is forecast to post a net loss per share of US$2.15 next year compared to a net loss per share of US$2.69 last year.
분석 기사 • May 26Is CASI Pharmaceuticals (NASDAQ:CASI) In A Good Position To Deliver On Growth Plans?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Breakeven Date Change • May 16No longer forecast to breakevenThe 3 analysts covering CASI Pharmaceuticals no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$12.6m in 2024. New consensus forecast suggests the company will make a loss of US$28.6m in 2024.
Reported Earnings • May 13First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: US$0.062 loss per share (up from US$0.11 loss in 1Q 2021). Revenue: US$9.06m (up 58% from 1Q 2021). Net loss: US$8.60m (loss narrowed 38% from 1Q 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 31%. Over the next year, revenue is forecast to grow 50%, compared to a 25% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target increased to US$4.67Up from US$4.20, the current price target is an average from 3 analysts. New target price is 890% above last closing price of US$0.47. Stock is down 76% over the past year. The company is forecast to post a net loss per share of US$0.34 next year compared to a net loss per share of US$0.27 last year.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Quan Zhou was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Major Estimate Revision • Apr 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 expected loss increased from -US$0.25 to -US$0.34 per share. Revenue forecast unchanged at US$41.5m. Biotechs industry in the US expected to see average net income decline 47% next year. Consensus price target of US$4.67 unchanged from last update. Share price fell 22% to US$0.71 over the past week.
Reported Earnings • Mar 29Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.27 loss per share (up from US$0.44 loss in FY 2020). Revenue: US$30.2m (up 99% from FY 2020). Net loss: US$36.7m (loss narrowed 24% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 31%, compared to a 65% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 19Price target increased to US$4.67Up from US$4.20, the current price target is an average from 3 analysts. New target price is 425% above last closing price of US$0.89. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$0.30 next year compared to a net loss per share of US$0.44 last year.
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 4 analysts covering CASI Pharmaceuticals expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$27.8m in 2024. Average annual earnings growth of 62% is required to achieve expected profit on schedule.
Recent Insider Transactions • Nov 25Chairman & CEO recently bought US$394k worth of stockOn the 18th of November, Wei-Wu He bought around 400k shares on-market at roughly US$0.98 per share. This was the largest purchase by an insider in the last 3 months. Wei-Wu has been a buyer over the last 12 months, purchasing a net total of US$1.0m worth in shares.
Reported Earnings • Nov 13Third quarter 2021 earnings released: US$0.073 loss per share (vs US$0.14 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$8.11m (up 91% from 3Q 2020). Net loss: US$10.2m (loss narrowed 40% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 36% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Aug 22Chairman & CEO recently bought US$614k worth of stockOn the 19th of August, Wei-Wu He bought around 480k shares on-market at roughly US$1.28 per share. This was the largest purchase by an insider in the last 3 months. Wei-Wu has been a buyer over the last 12 months, purchasing a net total of US$1.1m worth in shares.
Reported Earnings • Aug 14Second quarter 2021 earnings released: US$0.05 loss per share (vs US$0.086 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$7.16m (up 168% from 2Q 2020). Net loss: US$6.95m (loss narrowed 20% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.
분석 기사 • Aug 14Upgrade: Analysts Just Made A Captivating Increase To Their CASI Pharmaceuticals, Inc. (NASDAQ:CASI) ForecastsShareholders in CASI Pharmaceuticals, Inc. ( NASDAQ:CASI ) may be thrilled to learn that the analysts have just...
Price Target Changed • Aug 13Price target increased to US$4.45Up from US$3.95, the current price target is an average from 5 analysts. New target price is 240% above last closing price of US$1.31. Stock is down 32% over the past year.