Definium Therapeutics, Inc.

NasdaqGS:DFTX Aktierapport

Börsvärde: US$6.2b

Definium Therapeutics Förvaltning

Förvaltning kriterier kontrolleras 1/4

Definium Therapeutics VD är Rob Barrow, utsedd i Jun 2021, har en mandatperiod på 5.08 år. totala årliga ersättningen är $ 12.77M, bestående av 5.1% lön 94.9% bonusar, inklusive företagsaktier och optioner. äger direkt 0.33% av företagets aktier, värda $ 20.44M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.7 år respektive 4.8 år.

Viktig information

Rob Barrow

Verkställande direktör

US$12.8m

Total ersättning

VD-lön i procent5.13%
Anställning som VD5.1yrs
Ägande av VD0.3%
Ledningens genomsnittliga anställningstid1.7yrs
Styrelsens genomsnittliga mandatperiod4.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jun 26

DFTX: Phase 3 Depression Data Will Likely Prove Priced In

Definium Therapeutics' updated fair value estimate has moved from $20.00 to about $35.66 as analysts raise price targets into the $57 to $74 range, citing strong Phase III EMERGE data for DT120 in major depressive disorder and increased confidence in the program across additional indications. Analyst Commentary Recent Street research on Definium Therapeutics centers on the Phase III EMERGE data for DT120 in major depressive disorder, with multiple firms updating their models and adjusting price targets to reflect the reported effect size, durability of response, and safety profile.
Seeking Alpha Jun 23

Definium: Phase 3 MDD Data Wins Over Wall Street, But Caution Still Advised

Summary Definium Therapeutics surged ~50% after positive Phase 3 EMERGE data for DT120 in major depressive disorder, demonstrating rapid, robust, and durable efficacy. DTFX's DT120 showed a -8.1 point MADRS score improvement over placebo at week 6, with promising safety and single-dose administration in a controlled setting. Despite $373.4m cash and a $500m raise, DTFX's $4bn pre-commercial valuation appears high given remaining regulatory, commercial, and competitive uncertainties. I maintain a Hold rating, preferring to await upcoming Phase 3 GAD and ASCEND MDD data to clarify DT120’s risk/reward profile before considering a more bullish stance. Read the full article on Seeking Alpha
Ny berättelse Apr 02

Phase III Psychedelic Readouts And Breakthrough Status Will Reshape Anxiety And Depression Treatment

Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelics-based medicines for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?
Ny berättelse Mar 19

Pivotal Phase III Readouts And Breakthrough Status Will Redefine Psychedelic Psychiatry Potential

Catalysts About Definium Therapeutics Definium Therapeutics develops late stage psychedelic based therapies targeting psychiatric and neurodevelopmental disorders. What are the underlying business or industry changes driving this perspective?
Ny berättelse Mar 04

Psychedelic Trial Setbacks And Costly REMS Model Will Test This Long Term Opportunity

Catalysts About Definium Therapeutics Definium Therapeutics is a biopharmaceutical company focused on developing psychedelic based treatments for generalized anxiety disorder, major depressive disorder and autism spectrum disorder. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Apr 21

Mind Medicine: Initiating Hold Rating Due To Regulatory Challenges

Summary Initiating coverage on Mind Medicine with a Hold rating due to regulatory uncertainties around rescheduling Schedule I compounds for medical use. Despite strong cash resources and promising Phase 3 trials, regulatory delays could hinder MNMD's patient access and market entry. The global GAD, MDD, and ASD markets present significant growth opportunities, but MM120 faces competition and unique safety and scheduling issues. Positive Phase 3 outcomes could drive regulatory progress, but until FDA and DEA clear rescheduling, broad patient access and reimbursement remain uncertain. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

MindMed's LSD Anxiety Drug: Revisiting, Rethinking, But Maintaining My 'Hold' Call

Summary Mind Medicine (MindMed) Inc.'s stock has surged over 160% since my October 2022 “Hold” call, driven by positive Phase 2b data for MM120 in treating GAD. Despite financial stability and promising Phase 3 trials, significant hurdles remain, including DEA rescheduling of LSD and FDA approval challenges. The company faces issues with patenting naturally occurring substances and potential reluctance from insurers and physicians to adopt psychedelic therapies. While MindMed shows progress, I remain cautious due to regulatory and commercial obstacles, maintaining my “Hold” rating on MNMD amidst ongoing uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Mind Medicine: Two Pathways Created From One Pipeline Clinical Candidate

Summary Mind Medicine (MindMed) Inc. is advancing MM-120 for GAD with two phase 3 trials, VOYAGE and PANORAMA, starting in late 2024 and early 2025. MM-120 is also being tested for MDD in the phase 3 EMERGE study, starting in the first half of 2025, with data expected in late 2026. The company has secured funding through 2027, following a public offering, and burns approximately $24.5 million in cash per quarter. Investors should watch for key milestones in 2026 and consider risks related to trial outcomes and regulatory approval for MM-120 and MM-402. Read the full article on Seeking Alpha
Seeking Alpha Aug 15

Psychedelic Stocks: Focus On Their Cash

Summary Jason Najum covers the psychedelic space and contextualizes recent news around the FDA, MDMA, PTSD, and Lykos Therapeutics. Why it may be a blessing in disguise for Cybin, COMPASS Pathways, and MindMed despite setbacks. Major players in the psychedelic medicine space are well-funded, moving into Phase 3 trials, with potential for significant milestones in the near future. Read the full article on Seeking Alpha
Seeking Alpha Jun 05

MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors

Summary Mind Medicine's (MindMed) results from phase 1 investigator-initiated trial, using MM-402 for the treatment of patients with Autism Spectrum Disorder, expected Q2 of 2024. The primary endpoint of the phase 2b MMED008 study met with statistical significance of HAM-A score over a 4-week period; Patients were given MM-120 to treat GAD. The global Generalized Anxiety Disorder treatment market is expected to reach $4.26 billion by 2033. MindMed has a backup candidate in its pipeline, MM-402, which still uses MDMA targeting for disorders, but with an improved safety profile; this would be MDMA types R[-]-MDMA, S[+]-MDMA and R/S-MDMA. Read the full article on Seeking Alpha
Seeking Alpha Apr 04

Mind Medicine: GAD Program Success Continues With BTD And Positive Treatment Data

Summary Mind Medicine (MindMed) Inc. achieved positive results from phase 2b MMED008 study using MM-120 for the treatment of patients with generalized anxiety disorder. End-of-phase 2 meeting with the FDA for MM-120 program for GAD 1st half of 2024 and phase 3 trial initiation expected 2nd half of 2024. The global generalized anxiety disorder treatment market is expected to reach $4.26 billion by 2033. MM-402 is being advanced in a phase 1 study for the treatment of patients with ASD with results expected 1st half of 2024; The global autism spectrum disorder market could grow to $3.42 billion by 2030. Read the full article on Seeking Alpha
Seeking Alpha Feb 02

Mind Medicine: Positive MM-120 Data Leads To Other 2024 Catalysts

Summary Primary endpoint met of HAM-A scores at week 4 met in phase 2b MMED008 study, when Generalized Anxiety Disorder patients were given MM-120. 12-week HAM-A results from phase 2b MMED008 study in GAD to be released end of Q1 of 2024 with full data set at upcoming medical meeting in 2024. End of phase 2 meeting with FDA to discuss advancement of MM-120 for GAD expected in the 1st half of 2024; Phase 3 trial initiation expected 2nd half of 2024. The generalized anxiety disorder market size is estimated to reach $8.1 billion by 2027. Read the full article on Seeking Alpha

Analys av ersättningar till VD

Hur har Rob Barrow:s ersättning förändrats jämfört med Definium Therapeutics:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

-US$238m

Dec 31 2025US$13mUS$655k

-US$184m

Sep 30 2025n/an/a

-US$168m

Jun 30 2025n/an/a

-US$115m

Mar 31 2025n/an/a

-US$78m

Dec 31 2024US$3mUS$624k

-US$109m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$102m

Mar 31 2024n/an/a

-US$125m

Dec 31 2023US$2mUS$599k

-US$96m

Sep 30 2023n/an/a

-US$77m

Jun 30 2023n/an/a

-US$75m

Mar 31 2023n/an/a

-US$63m

Dec 31 2022US$5mUS$672k

-US$57m

Sep 30 2022n/an/a

-US$69m

Jun 30 2022n/an/a

-US$69m

Mar 31 2022n/an/a

-US$98m

Dec 31 2021US$12mUS$350k

-US$93m

Ersättning vs marknad: Rob s total kompensation ($USD 12.77M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.28M ).

Ersättning vs inkomst: Ersättningen för Rob har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Rob Barrow (37 yo)

5.1yrs
Anställning
US$12,767,442
Kompensation

Mr. Robert Barrow, also known as Rob, serves as Chief Executive Officer at Mind Medicine (MindMed) Inc since June 9, 2021 and serves a its Director since December 13, 2021. He served as Chief Development O...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Robert Barrow
CEO & Director5.1yrsUS$12.77m0.33%
$ 20.4m
Brandi Roberts
Chief Financial Officer1.1yrsUS$5.33m0.16%
$ 10.2m
Daniel Karlin
Chief Medical Officer5.4yrsUS$4.00m0.22%
$ 13.5m
Scott Freeman
Co-Founder & Clinical Advisorno dataUS$501.19kinga uppgifter
Leonard Latchman
Co-Founderno datainga uppgifteringa uppgifter
Peter Mack
Senior Vice President of Pharmaceutical Development & Operations1.5yrsinga uppgifteringa uppgifter
Gitanjali Ogawa
VP & Head of Investor Relationsno datainga uppgifteringa uppgifter
Mark Sullivan
Chief Legal Officer & Corporate Secretary3.3yrsUS$1.16m0.075%
$ 4.7m
Beth Calitri
Vice President of Corporate Communications1.2yrsinga uppgifteringa uppgifter
Stephanie Fagan
Chief Corporate Affairs Officer2yrsinga uppgifteringa uppgifter
Gregg Pratt
Chief Regulatory & Quality Assurance Officer1.7yrsinga uppgifteringa uppgifter
Matthew Wiley
Chief Commercial Officer1.3yrsinga uppgifter0.14%
$ 8.5m
1.7yrs
Genomsnittlig anställningstid
53yo
Genomsnittlig ålder

Erfaren ledning: DFTX s ledningsgrupp anses inte vara erfaren ( 1.7 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Robert Barrow
CEO & Director4.6yrsUS$12.77m0.33%
$ 20.4m
Carol Vallone
Independent Chairperson4.8yrsUS$496.83k0.013%
$ 796.8k
David Gryska
Independent Director3.1yrsUS$458.83k0.0082%
$ 511.4k
Suzanne Bruhn
Independent Director3.9yrsUS$457.83k0.015%
$ 944.8k
Robert Malenka
Chair of Scientific Advisory Board5.3yrsinga uppgifteringa uppgifter
Robert Dworkin
Member of Scientific Advisory Board4.9yrsinga uppgifteringa uppgifter
Maurizio Fava
Member of Scientific Advisory Board5.1yrsinga uppgifteringa uppgifter
Andreas Krebs
Independent Vice Chairman4.8yrsUS$484.83k0.012%
$ 727.5k
Roger Crystal
Independent Director3.9yrsUS$456.83k0.015%
$ 944.8k
Nzinga Harrison
Member of Scientific Advisory Board1.8yrsinga uppgifteringa uppgifter
Peter Bergethon
Member of Scientific Advisory Board5.1yrsinga uppgifteringa uppgifter
Maria Oquendo
Member of Scientific Advisory Board4.7yrsinga uppgifteringa uppgifter
4.8yrs
Genomsnittlig anställningstid
68yo
Genomsnittlig ålder

Erfaren styrelse: DFTX s styrelse anses vara erfaren ( 4.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/01 21:25
Aktiekurs vid dagens slut2026/07/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Definium Therapeutics, Inc. bevakas av 22 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Joel BeattyBaird
null nullBaird
Christopher ChenBaird