Affimed N.V.

OTCPK:AFMD.Q Voorraadrapport

Marktkapitalisatie: US$3.3k

Affimed Toekomstige groei

Future criteriumcontroles 0/6

Momenteel beschikken we niet over voldoende analisten om de groei en omzet voor Affimed te voorspellen.

Belangrijke informatie

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Groei van de winst

n/a

Groei van de winst per aandeel

Biotechs winstgroei23.4%
Inkomstengroein/a
Toekomstig rendement op eigen vermogenn/a
Dekking van analisten

None

Laatst bijgewerktn/a

Recente toekomstige groei-updates

Recent updates

User avatar
Nieuwe analyse Apr 16

ASH 2024 Updates Will Validate Clinical Proof Of Concept

Positive clinical results and safety profile of NK cell engagers boost potential revenue and adoption, enhancing net margins and efficacy.
Seeking Alpha Sep 04

Affimed Follow Up: Upcoming Acimtamig And AFM24 Updates Could Be Positive Catalysts

Summary On 06/11/24, I published an article on Affimed focused on my belief the company’s upcoming acimtamig update would be positive. It was, and Affimed’s stock popped the next day. The stock has since dropped to below $4/s based, in my opinion, on investor's perceptions that a dilutive capital raise is coming soon. AFMD’s 2Q ’24 Earnings Call is scheduled for tomorrow, 09/05/24. And we are due for an acimtamig and AFM24 3Q ’24 update before the end of the month. Abstracts for ESMO’24 are posted on 09/06/24 and the WCLC starts 09/07/24…will we get the AFM24 update before acimtamig's? While AFMD's assets have shown promise, a potential investment carries high risk and may not be suitable for most investors. Read the full article on Seeking Alpha
Seeking Alpha Jun 11

Affimed: AFM24's Update Was Good, Acimtamig's Should Be Better

Summary Affimed's 06/01/24 update on AFM24 means the company has a second viable commercial asset.  This is why the stock popped after ASCO. Acimtamig's update is due before the end of this month.  If it is positive, the stock should run again for a possible 3-5x. Although the company will likely raise capital after the announcement, I am comfortable owning shares into the action and I am a fan now for the longer term. The stock is currently trading below a $100M valuation, which makes it more of a high risk/high reward play.  And as such, is not suitable for all investors. Read the full article on Seeking Alpha
Analyse-artikel Aug 15

The Affimed N.V. (NASDAQ:AFMD) Analysts Have Been Trimming Their Sales Forecasts

One thing we could say about the analysts on Affimed N.V. ( NASDAQ:AFMD ) - they aren't optimistic, having just made a...
Seeking Alpha Oct 10

Affimed downgraded to hold at Stifel as pipeline lacks development clarity

Stifel has downgraded Affimed N.V. (NASDAQ:AFMD) to hold from buy as the firm no longer believes that three upcoming data updates will be positive for the biotech. Stifel also cut its price target for the biotech to $2 from $9 (5% upside based on Friday's close). Analyst Bradley Canino sees upcoming setbacks for AFM13-NK, AFM13 and AFM24, for, respectively, Hodgkin lymphoma, peripheral T-cell lymphoma (PTCL), and solid tumors. The first two candidates are in phase 2, while AFM24 is in phase 1. While company management will meet with the US FDA by the end of the year, "we now anticipate a requirement for additional preclinical work and a re-run of the dose escalation that could lead the the pivotal trial to be delayed ~2 years based on the precedent of Takeda’s TAK-007," he wrote of AFM13-NK. A readout of AFM13 for PTCL in Q4 "feels like a coin flip," he added. "We have low confidence in the 3 monotherapy cohorts [of AFM24], which are furthest advanced, given there were no dose-escalation responses," Canino wrote. Seeking Alpha's Quant Rating views Affimed (AFMD) as a strong sell.
Analyse-artikel Sep 17

Health Check: How Prudently Does Affimed (NASDAQ:AFMD) Use Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Aug 10

Affimed Q2 2022 Earnings Preview

Affimed (NASDAQ:AFMD) is scheduled to announce Q2 earnings results on Thursday, August 11th, before market open. The consensus EPS Estimate is -$0.18 (-12.5% Y/Y) and the consensus Revenue Estimate is $8.03M (-17.3% Y/Y). Over the last 3 months, EPS estimates have seen 6 upward revisions and 0 downward. Revenue estimates have seen 1 upward revision and 5 downward.
Seeking Alpha Jun 29

Affimed: Preparing For Key Inflection Points

Affimed has generated an impressive pipeline of innate cell engagers programs created using their three-pronged development strategy. These programs target high unmet needs and large market opportunities. Affimed recently finalized a $103.5M public offering, which will help fund the company’s wholly-owned programs to hit key catalysts over the remainder of 2022 and into 2023. The company has planned updates on all three of their wholly-owned programs for the second half of this year. The company is on track for registration-directed studies. I am looking to make one or more discretionary additions in the near term to take advantage of the present share price and will return to a DCA strategy. Despite my bullish outlook, I have put AFMD in the Compounding Healthcare speculative "Bio Boom" Portfolio with a conviction grade of 3 out of 5. Over the past few years, Affimed (AFMD) has constructed a distinguished pipeline of innate cell engagers and has verified their three-pronged development strategy to move the company closer to the next stage of growth. In recent times, Affimed has expanded its R&D prowess and revealed significant proof-of-concept data in heavily pretreated patients with a combination of an innate engager and allogeneic natural killer cells. Moreover, Affimed recently finalized a $103.5M public offering, which will help fund the company's wholly-owned programs to hit key catalysts over the remainder of 2022 and into 2023. Sadly, none of this progress has been able to fend off the selling pressure that has crushed small-cap biotechs over the past year and AFMD is now trading just above its 52-week lows. I believe this is an opportunity to add to my AFMD position ahead of some key inflection points that could spark a potential turnaround in the share price. I intend to provide a brief background on the company and will discuss some upcoming catalysts that could trigger a potential turnaround. In addition, I go over some downside risks that investors should be aware of. Finally, I take a look at the charts to identify some key levels and highlight my strategy for adding to my AFMD position. Background on Affimed Affimed is a biotechnology company that utilizes their "fit-for-purpose" Rock platform to develop "innate cell engagers" or "ICE Molecules". The platform creates multi-specific antibodies that will unlock the body's immune cells to attach to their target that is specific to an indication. Affimed's ICE Molecules link to natural killer "NK" cells and macrophages by the CD16A-binding area, while concurrently binding to the target cancer cells. This connection will allow the innate immune system to engage the cancer cells and will trigger the release of perforins to create holes in the cancer cell's membrane to allow granzymes to initiate apoptosis of the cancer cell. ICE Molecule ( Affimed) Rock Platform Overview (Affimed) It is important to note that the company's ICE Molecules are taking the innate immune system that had essentially missed cancer in the first place and has now allowed it to attack the cancer cells. Moreover, Affimed's ICE molecules won't require harvesting the patient's NK or T-Cells, which gives it a significant advantage over most cell therapies. Affimed's pipeline is filled with ICE Molecule programs in an assortment of indications both as a monotherapy and combination therapies. Affimed Method ( Affimed) The company's lead candidate, AFM13, is being tried as a monotherapy, as well as in adaptive NK cells combo, and in combination with an anti-PD-1 in CD30+ lymphomas. To date, AFM13 has generated impressive data both as a monotherapy and in combination. AFM13 Key Data (Affimed) Extraordinarily, the NK cell combination (AFM13-104) showed inspiring results in 40 heavily pre-treated patients that had a median of six prior lines of therapy. 13 of these patients in the highest dose responded to the treatment with 5 of them undergoing a complete response. Moreover, one of these patients had previously failed CD30 CAR-T therapy. AFM13+NK Cell Combo Complete Response (Affimed) Currently, Affimed has completed enrollment in AFM13's registration-directed study in peripheral T-cell lymphoma. AFM13 has been a proof-of-concept product candidate for Affimed and has the potential to validate the remainder of the company's pipeline programs both as monotherapies and in combination therapies. Affimed Pipeline (Affimed) The company's AFM24 is taking aim at EGFR+ solid tumors, which over 400K patients in the U.S. and 1.5M patients around the world. AFM28 is targeting CD123 in AML which is ready for an IND in the first half of this year. AFM28 is the company CD123 targeting innate cell engager is preparing for IND for acute myeloid leukemia. AFM28 encourages lysis of CD123-positive leukemic blasts in AML patients, either pre-complexed or co-administered with cryopreserved NK cells. In addition to the company's wholly-owned assets, Affimed has partnered programs ROIVANT and Roche's (OTCQX:RHHBY) Genentech. These programs have already provided notable milestone payments and the company still has billions in potential milestones outstanding. Upcoming Inflection Points The company's platform, pipeline, and partnerships should produce several potent catalysts over the coming quarters that should improve the company's outlook and potentially fuel a turnaround in the share price. Affimed Upcoming Inflection Points (Affimed) My focus will primarily be on AFM13, which has completed enrollment for the monotherapy REDIRECT study for relapsed/refractory PTCL. Affimed anticipates topline data from this study in Q4 of this year. So far, the AFM13+NK cells combo has displayed a robust increase in complete responses following two cycles of the recommended Phase II dose. Affimed is moving forward and expects to update investors on its development later this year and potentially present data at a medical conference in the second half of this year. Affimed continues to enroll patients in all three AFM24 clinical trials and is planning to present data in the second half of this year. This should reveal the efficacy of the company's three-pronged strategy. The company recently presented data at EHA that showed AFM28 produced potent anti-tumor activity with "no evidence of off-target cytotoxicity." AFM28 is on track for an IND this month for relapsed and refractory AML. Affimed anticipates starting the Phase I clinical trial in the second half of this year. Affimed is also working with their partners to safeguard access to an off-the-shelf cryo-preserved natural killer cell to use in the development of the company's ICE therapies. Affimed expects to update on their NK cell development strategy in the second half of 2022. Affimed is also working with their partnered programs including their Genentech programs. Affimed has been working on several preclinical programs and has handed them over to Genentech for further preclinical development. Affimed's partnership with Roivant is still pushing AFM32 forward and is in IND-enabling studies. Affimed is eligible for additional milestones in the near term. Turnaround Potential Affimed made significant progress in the first half of 2022 with AFM13, AFM24, and AFM28, all of them showing potential to address major medical needs using the company's three-pronged strategy. The planned updates on all three programs for the second half of this year will keep the company on track to be among the first companies to bring innate cell engagers to registration-directed studies and potentially to the market. But most importantly, Affimed extended the company's cash runway to mid-2024, which allows the company to run past these key inflection points for all their innate cell engagers. Affimed Overview (Affimed ) So, not only does the company have several scheduled for the second half of this year, but they also have adequate cash position to get them through the docket of events. As a result, I suspect these updates will have a durable impact on the share price. Whereas underfunded biotech tickers typically experience a selloff in the subsequent weeks as investors fear a follow-up secondary offering. What is more, Affimed has the potential to collect upsized milestone payments from their partners that could extend that cash runway projection beyond mid-2024. It is possible that we are looking at a biotech that is approaching registration trials with a healthy cash position and has the potential to collect additional milestone payments to add to the coffers. To me, these seem like the conditions needed to entice the market to permit a turnaround in the share price. Downside Risks to Consider Affimed investors need to consider a few looming downside risks when managing their position. First is cash... which is not an immediate threat at the moment. However, Affimed might have to pull the trigger on an offering in order to fund their pipeline and prepare for commercialization. Therefore, investors need to accept there is a strong risk the company will have to perform some form of dilutive funding, which could have a negative impact on the share price. Another risk comes from a potential regulatory failure or weak clinical data. The company is fixated on their Rock Platform and their ICE molecules, so a miss or setback in any one of their programs could cast doubt on all their pipeline programs. Last but not least is competition from other cell therapy companies. At the moment, Affimed has a long list of competitors who are using NK cells and T cells to take on various cancers. Even if Affimed is able to produce best-in-class results in the clinic, the company is going to have to battle in the market to establish a beachhead while several other cell therapy products attempt to do the same. This could make the first few quarters of commercialization a little rocky, which would most likely hurt the share price until the company can prove their products can compete in the market. As a result, I have put AFMD in the Compounding Healthcare speculative "Bio Boom" Portfolio with a conviction grade of 3 out of 5. Charting Out the Strategy In my previous article, I discussed how was going to "take my AFMD position out of mothball and apply some profits in the coming months while it is still trading under $5.00 per share." At that time, I was looking to employ a DCA approach by making additions every couple of weeks until the charts show signs of a potential reversal as long as the share price was below $4.50 per share. I am still going to stick to that strategy, but I am also looking to make one or more discretionary additions in the near term to take advantage of the present share price.
Analyse-artikel Jun 14

Does Affimed (NASDAQ:AFMD) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Apr 09

Affimed Stock: 3 Points For The Bulls

Affimed experienced a four-month-long sell-off but has caught a bid following their full-year 2021 financial results, where they laid out a transformative 2022. Affimed expects to have three innate engagers in the clinic by the end of this year, which should deliver steady data flow over the next several years. I believe AFMD shareholders should focus on three bullish points that will set up a decade-long chain of dominoes that will lead to success. 2022 could trigger that first domino.
Analyse-artikel Apr 05

Affimed N.V. (NASDAQ:AFMD) Analysts Just Cut Their EPS Forecasts Substantially

The latest analyst coverage could presage a bad day for Affimed N.V. ( NASDAQ:AFMD ), with the analysts making...
Analyse-artikel Dec 14

Does Affimed (NASDAQ:AFMD) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Oct 12

Affimed: Preparing For A Bullish 2022

Affimed reported mixed Q2 earnings that revealed more milestone payments from their partnerships. In addition, Affimed reported a healthy cash position that is expected to last into 2H of 2022. Affimed continues to move their wholly-owned and partnered pipeline programs. However, 2022 has several catalysts on the docket that could improve the company’s outlook. Despite the progress, the share price has remained under pressure and is moving closer to my buy area. Finally, I take a look at the charts to find a few opportunities to add to my "house money" position.
Analyse-artikel Aug 19

Does Affimed (NASDAQ:AFMD) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jul 07

Affimed: Current Fall And Future Prospects

Affimed did well in the last 12 months, but has been seeing a correction lately. Given a "data rich" 2021, the correction is not correct. Current prices look attractive.
Analyse-artikel Jun 08

We Discuss Why Affimed N.V.'s (NASDAQ:AFMD) CEO May Deserve A Higher Pay Packet

Shareholders will probably not be disappointed by the robust results at Affimed N.V. ( NASDAQ:AFMD ) recently and they...
Analyse-artikel Apr 20

Need To Know: Analysts Just Made A Substantial Cut To Their Affimed N.V. (NASDAQ:AFMD) Estimates

Market forces rained on the parade of Affimed N.V. ( NASDAQ:AFMD ) shareholders today, when the analysts downgraded...

In dit gedeelte presenteren we gewoonlijk prognoses voor de omzet- en winstgroei op basis van de consensusramingen van professionele analisten om beleggers te helpen begrijpen in hoeverre het bedrijf in staat is winst te genereren. Maar omdat Affimed onvoldoende gegevens uit het verleden heeft verstrekt en geen analistenprognose heeft, kan de toekomstige winst niet betrouwbaar worden berekend door gegevens uit het verleden te extrapoleren of analistenprognoses te gebruiken.

Dit is een vrij zeldzame situatie, aangezien 97% van de bedrijven die worden gedekt door SimplyWall St wel financiële gegevens uit het verleden hebben.

Winst- en omzetgroeiprognoses

OTCPK:AFMD.Q - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
9/30/20246-70-77-77N/A
6/30/20247-79-88-84N/A
3/31/20249-93-105-101N/A
12/31/202314-106-114-110N/A
9/30/202321-119-119-116N/A
6/30/202334-111-117-117N/A
3/31/202339-101-110-110N/A
12/31/202243-86-106-105N/A
9/30/202242-76-104-102N/A
6/30/202236-76-111-108N/A
3/31/202238-76-102-99N/A
12/31/202142-58-90-87N/A
9/30/202141-49-45-43N/A
6/30/202143-38-23-21N/A
3/31/202136-32-20-19N/A
12/31/202029-41-20-19N/A
9/30/202022-39-34-34N/A
6/30/202014-44-42-42N/A
3/31/202015-43-34-32N/A
12/31/201921-32-31-29N/A
9/30/201941-114244N/A
6/30/201939-124446N/A
3/31/201935-94243N/A
12/31/201824-194949N/A
9/30/20182-35-30-30N/A
6/30/20182-31N/A-28N/A
3/31/20182-31N/A-25N/A
12/31/20172-30N/A-26N/A
9/30/20173-29N/A-27N/A
6/30/20173-31N/A-28N/A
3/31/20175-32N/A-31N/A
12/31/20166-32N/A-32N/A
9/30/20167-33N/A-30N/A
6/30/20167-30N/A-28N/A
3/31/20167-27N/A-23N/A
12/31/20158-20N/A-19N/A
9/30/20157-19N/A-20N/A
6/30/20157-5N/A-15N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: Er zijn onvoldoende gegevens om te bepalen of de verwachte winstgroei van AFMD.Q boven de spaarquote ( 3.5% ) ligt.

Winst versus markt: Er zijn onvoldoende gegevens om te bepalen of de winst van AFMD.Q naar verwachting sneller zal groeien dan de markt US

Hoge groeiwinsten: Er zijn onvoldoende gegevens om te bepalen of de winst van AFMD.Q naar verwachting de komende 3 jaar aanzienlijk zal groeien.

Omzet versus markt: Er zijn onvoldoende gegevens om te bepalen of de omzet van AFMD.Q naar verwachting sneller zal groeien dan de markt US.

Hoge groei-inkomsten: Er zijn onvoldoende gegevens om te bepalen of de omzet van AFMD.Q naar verwachting sneller zal groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van AFMD.Q naar verwachting over 3 jaar hoog zal zijn


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/06 08:42
Aandelenkoers aan het einde van de dag2026/05/06 00:00
Inkomsten2024/09/30
Jaarlijkse inkomsten2023/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Affimed N.V. wordt gevolgd door 5 analisten. 0 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
James BirchenoughBMO Capital Markets Equity Research
Brian AbrahamsJefferies LLC
Daina GrayboschLeerink Partners LLC