Denali Therapeutics Inc.

NasdaqGS:DNLI Aktierapport

Börsvärde: US$3.1b

Denali Therapeutics Förvaltning

Förvaltning kriterier kontrolleras 4/4

Denali Therapeutics VD är Ryan Watts, utsedd i Aug 2015, har en mandatperiod på 10.75 år. totala årliga ersättningen är $ 4.75M, bestående av 15.1% lön 84.9% bonusar, inklusive företagsaktier och optioner. äger direkt 1.43% av företagets aktier, värda $ 43.71M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 7.3 år respektive 7.1 år.

Viktig information

Ryan Watts

Verkställande direktör

US$4.8m

Total ersättning

VD-lön i procent15.11%
Anställning som VD10.8yrs
Ägande av VD1.4%
Ledningens genomsnittliga anställningstid7.3yrs
Styrelsens genomsnittliga mandatperiod7.1yrs

Senaste uppdateringar av ledningen

Recent updates

Seeking Alpha • May 03

Denali: The First Commercial Validation Of The Blood-Brain Barrier Platform

Summary Denali Therapeutics has transitioned from a speculative platform to a commercial-stage rare disease company with FDA approval of AVLAYAH for Hunter syndrome. DNLI’s TransportVehicle technology enables delivery of biologics across the blood-brain barrier, providing significant differentiation and commercial potential in neurodegenerative and lysosomal storage diseases. With $1.17 billion in pro-forma liquidity and a focused initial launch, DNLI is positioned for 2.8 years of runway, reducing near-term capital risk. While valuation appears high on sales multiples, DNLI’s now-validated platform and pipeline optionality make the current price/book premium reasonable for early-stage commercial growth. Read the full article on Seeking Alpha
Analysartikel • May 08

We're Not Very Worried About Denali Therapeutics' (NASDAQ:DNLI) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Mar 20

Denali Therapeutics: Vast Pipeline, First Approval Up Ahead

Summary Denali Therapeutics' stock has significantly dropped from $100 to $15 since 2021, but the company is now heavily derisked with promising product candidates nearing key milestones. Lead asset DNL310 shows strong biomarker data for Hunter syndrome, with plans for a BLA submission and accelerated approval by Q2 2025. The Biogen partnership for Parkinson’s Disease asset DNL151 includes substantial milestone payments and profit-sharing, highlighting its potential impact. Despite past failures, Denali's extensive pipeline and solid financial runway make it a compelling buy at current low stock prices. Read the full article on Seeking Alpha
Seeking Alpha • Jan 09

Denali: Despite ALS Primary Endpoint Failure, Possible Path Forward Remains

Summary Denali Therapeutics Inc.'s DNL343 failed to meet the primary endpoint in the phase 2/3 HEALY ALS trial, but potential biomarker analyses in 2025 may offer a path forward. Despite the trial setback in ALS, Denali's stock remains stable due to continued pre-specified analyses expected in late 2025. BLA filing of tividenofusp alfa for the treatment of patients with MPS II remains on track under the Accelerated Approval Pathway Program in early 2025. Financially, Denali has $1.28 billion in cash but may need additional funding in 2025, posing a risk of shareholder dilution. Read the full article on Seeking Alpha
Analysartikel • Dec 09

We're Hopeful That Denali Therapeutics (NASDAQ:DNLI) Will Use Its Cash Wisely

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha • Aug 20

Denali Therapeutics: A Promising Biotech With Revolutionary BBB-Crossing Technology

Summary Denali Therapeutics' proprietary Transport Vehicle technology enables drug delivery across the blood-brain barrier, targeting neurodegenerative diseases. DNL310, targeting MPS II, and DNL343 for ALS are key drug candidates with potential, though competition is significant. The company’s $500 million capital raise supports its aggressive R&D investment, providing a runway for developing its pipeline. Despite its promising platform, DNLI still has a relatively high cash burn and regulatory hurdles before achieving drug approval. Due to Denali's high-risk, long-term biotech development, I deem DNLI a DCA "buy" for investors who understand the inherent risks. Read the full article on Seeking Alpha
Analysartikel • Jul 26

Companies Like Denali Therapeutics (NASDAQ:DNLI) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Analysartikel • May 23

Revenues Not Telling The Story For Denali Therapeutics Inc. (NASDAQ:DNLI) After Shares Rise 25%

Denali Therapeutics Inc. ( NASDAQ:DNLI ) shareholders would be excited to see that the share price has had a great...
Seeking Alpha • May 13

Denali Therapeutics: MPS Treatment Program Continues With End Of 2024 Data

Summary Denali Therapeutics Inc.'s DNL-310 is currently being explored in an ongoing phase 2/3 COMPASS study for treatment of patients with MPS II; Enrollment completion expected in 2024. Denali is in talks with CDER division of FDA to seek for Accelerated Approval pathway for DNL-310 for the treatment of patients with MPS II. Biomarker and safety data from a phase 1/2 study, using DNL-126 for the treatment of patients with MPS IIIA, expected end of 2024. Another promising program from the pipeline is the development of DNL-343, which is being advanced in the phase 2/3 HEALEY ALS Platform trial for treatment of patients with amyotrophic lateral sclerosis. Read the full article on Seeking Alpha
Analysartikel • Apr 17

An Intrinsic Calculation For Denali Therapeutics Inc. (NASDAQ:DNLI) Suggests It's 44% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Denali Therapeutics fair value estimate is US$30.71 Denali...
Analysartikel • Mar 21

Denali Therapeutics Inc.'s (NASDAQ:DNLI) Price Is Right But Growth Is Lacking After Shares Rocket 25%

Those holding Denali Therapeutics Inc. ( NASDAQ:DNLI ) shares would be relieved that the share price has rebounded 25...
Seeking Alpha • Mar 07

Denali: Leveraging Transport Vehicle Technology For Neurological Gains

Summary Denali's stock performance has been flat despite the biotech sector's 20% rise; recently raised $500 million in a PIPE. ALS trial failure with partner Sanofi pressured stock; Denali's focus is on transport vehicle (TV) technology and BBB crossing. Denali boasts a strong financial position with $1.53 billion in cash, extending operational runway significantly. Recommends "buy" based on Denali's innovative TV technology, financial health, and potential in neurological disorders despite biotech risks. Read the full article on Seeking Alpha
Analysartikel • Feb 21

Companies Like Denali Therapeutics (NASDAQ:DNLI) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Analysartikel • Jan 26

Improved Revenues Required Before Denali Therapeutics Inc. (NASDAQ:DNLI) Shares Find Their Feet

Denali Therapeutics Inc.'s ( NASDAQ:DNLI ) price-to-sales (or "P/S") ratio of 7x might make it look like a buy right...
Analysartikel • Nov 20

We're Not Very Worried About Denali Therapeutics' (NASDAQ:DNLI) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Analysartikel • Oct 09

Investor Optimism Abounds Denali Therapeutics Inc. (NASDAQ:DNLI) But Growth Is Lacking

With a median price-to-sales (or "P/S") ratio of close to 10.4x in the Biotechs industry in the United States, you...
Analysartikel • Aug 22

Companies Like Denali Therapeutics (NASDAQ:DNLI) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...

Analys av ersättningar till VD

Hur har Ryan Watts:s ersättning förändrats jämfört med Denali Therapeutics:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

-US$508m

Dec 31 2025US$5mUS$718k

-US$513m

Sep 30 2025n/an/a

-US$499m

Jun 30 2025n/an/a

-US$479m

Mar 31 2025n/an/a

-US$454m

Dec 31 2024US$7mUS$690k

-US$423m

Sep 30 2024n/an/a

-US$427m

Jun 30 2024n/an/a

-US$420m

Mar 31 2024n/an/a

-US$137m

Dec 31 2023US$8mUS$670k

-US$145m

Sep 30 2023n/an/a

-US$124m

Jun 30 2023n/an/a

-US$128m

Mar 31 2023n/an/a

-US$371m

Dec 31 2022US$9mUS$645k

-US$326m

Sep 30 2022n/an/a

-US$303m

Jun 30 2022n/an/a

-US$284m

Mar 31 2022n/an/a

-US$286m

Dec 31 2021US$13mUS$610k

-US$291m

Sep 30 2021n/an/a

US$30m

Jun 30 2021n/an/a

US$56m

Mar 31 2021n/an/a

US$58m

Dec 31 2020US$9mUS$589k

US$71m

Sep 30 2020n/an/a

-US$228m

Jun 30 2020n/an/a

-US$216m

Mar 31 2020n/an/a

-US$215m

Dec 31 2019US$5mUS$567k

-US$198m

Ersättning vs marknad: Ryan s total kompensation ($USD 4.75M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 7.03M ).

Ersättning vs inkomst: Ersättningen från Ryan har varit i linje med företagets resultat under det senaste året.

VD OCH KONCERNCHEF

Ryan Watts (49 yo)

10.8yrs
Anställning
US$4,751,515
Kompensation

Dr. Ryan J. Watts, Ph D., serves as Director at PEEL Therapeutics, Inc. since February 2023. He is the Co-Founder of Denali Therapeutics Inc. and has been its President and Chief Executive Officer since Au...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Ryan Watts
Co-Founder10.8yrsUS$4.75m1.43%
$ 43.7m
Alexander Schuth
Co-Founder11.2yrsUS$4.26m0.42%
$ 12.8m
Dana Andersen
Chief Technical and Manufacturing Officer7.8yrsinga uppgifteringa uppgifter
Joe Lewcock
Chief Scientific Officer5.8yrsinga uppgifteringa uppgifter
Chris Walsh
General Counsel7.3yrsinga uppgifteringa uppgifter
Cindy Dunkle
Chief People Officerno datainga uppgifteringa uppgifter
Katie Peng
Chief Commercial Officer4.7yrsinga uppgifteringa uppgifter
Peter Chin
Acting Chief Medical Officer & Head of Developmentless than a yearinga uppgifter0.13%
$ 3.9m
7.3yrs
Genomsnittlig anställningstid
53yo
Genomsnittlig ålder

Erfaren ledning: DNLI s ledningsgrupp är erfaren och erfaren ( 7.3 års genomsnittlig anställning).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Ryan Watts
Co-Founder11.2yrsUS$4.75m1.43%
$ 43.7m
Jay Flatley
Independent Director11.1yrsUS$316.38k0.22%
$ 6.7m
Julian Baker
Independent Chairpersonless than a yearUS$474.35k0.21%
$ 6.3m
Eric Reiman
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
David Schenkein
Independent Director11.1yrsUS$311.38k0.042%
$ 1.3m
David Holtzman
Member of Scientific Advisory Board5.5yrsinga uppgifteringa uppgifter
Peter Klein
Independent Director8.2yrsUS$318.88k0.014%
$ 414.7k
Jennifer Cook
Independent Director7.5yrsUS$301.38k0.013%
$ 386.9k
Steve Krognes
Independent Director4yrsUS$297.15k0.51%
$ 15.6m
Stacie Weninger
Member of Scientific Advisory Board5.3yrsinga uppgifteringa uppgifter
Henrik Zetterberg
Member of Scientific Advisory Board7.1yrsinga uppgifteringa uppgifter
Nancy Thornberry
Independent Director5.3yrsUS$306.38k0.012%
$ 360.5k
7.1yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren styrelse: DNLI s styrelse anses vara erfaren ( 7.1 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 01:36
Aktiekurs vid dagens slut2026/05/22 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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

Denali Therapeutics Inc. bevakas av 31 analytiker. 19 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
null nullBaird
Joel BeattyBaird
Charles MooreBaird