Phathom Pharmaceuticals, Inc.

NasdaqGS:PHAT Aktierapport

Börsvärde: US$995.3m

Phathom Pharmaceuticals Framtida tillväxt

Future kriterier kontrolleras 5/6

Phathom Pharmaceuticals förväntas öka vinsten och intäkterna med 57.5% och 28.4% per år respektive medan EPS förväntas växa med 57.7% per år.

Viktig information

57.5%

Tillväxttakt i vinsten

57.65%

Tillväxttakt för EPS

Pharmaceuticals vinsttillväxt14.4%
Intäkternas tillväxttakt28.4%
Framtida avkastning på eget kapitaln/a
Bevakning av analytiker

Good

Senast uppdaterad04 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse May 02

PHAT: Regulatory Exclusivity Outlook Will Support Anticipated 2026 Profitability Timeline

Narrative update on Phathom Pharmaceuticals The updated analyst price target for Phathom Pharmaceuticals has moved to $23.70, with analysts pointing to refreshed models that factor in revised revenue growth and profit margin assumptions, an adjusted future P/E, and recent research highlighting expectations around potential profitability timing, regulatory exclusivity and consumer marketing uncertainty. Analyst Commentary Recent Street research on Phathom Pharmaceuticals highlights a mix of optimism around the path to profitability and caution around long term exclusivity and commercial execution.
Uppdatering av berättelse Apr 15

PHAT: Regulatory Exclusivity Outlook Supports Path To 2026 Profitability

Phathom Pharmaceuticals' fair value estimate has shifted from $22.90 to $23.70 as analysts factor in higher long term profit margin assumptions, recent price target increases to $25 and $13, and updated views on regulatory exclusivity and potential generic competition after 2032. Analyst Commentary Recent Street research provides a mixed but useful view of how expectations are settling around Phathom Pharmaceuticals' execution and long term earnings power.
Uppdatering av berättelse Apr 01

PHAT: Profitability In 2026 Will Challenge Post 2032 Generic Overhang

Narrative Update The analyst price target for Phathom Pharmaceuticals is now aligned with a fair value estimate of about $13.62, with analysts pointing to updated models following Q4 results, refined assumptions around revenue growth, profit margins and future P/E, as well as recent target increases to $13 and $25 that reflect views on regulatory exclusivity and the path toward potential profitability in early Q3 2026. Analyst Commentary Recent Street research around Phathom Pharmaceuticals has centered on updated models following Q4 results, with analysts adjusting their targets to reflect revised assumptions on regulatory exclusivity, marketing execution and the timing of potential profitability.
Uppdatering av berättelse Mar 18

PHAT: Profitability In 2026 Will Test Post 2032 Generic Assumptions

Narrative Update on Phathom Pharmaceuticals Analysts have raised Phathom Pharmaceuticals' price target to a range that now reaches up to $25, up from prior targets as low as $12, citing updated models after the Q4 earnings beat, revised assumptions around regulatory exclusivity and generic entry after 2032, and expectations for the company to work toward profitability in early Q3 2026. Analyst Commentary Analysts reviewing Phathom Pharmaceuticals after its Q4 earnings beat have adjusted their models and price targets, but with differing levels of enthusiasm.
Uppdatering av berättelse Mar 04

PHAT: Profitability Expected In 2026 Could Reframe Long Term Generic Risk

Narrative Update on Phathom Pharmaceuticals The analyst price target underpinning our fair value view on Phathom Pharmaceuticals has shifted from $12 to $13. This reflects updated models that factor in the recent Q4 earnings beat, revised assumptions on regulatory exclusivity and potential generic entry after 2032, and expectations around the company's path toward potential profitability in early Q3 2026.
Uppdatering av berättelse Feb 18

PHAT: Follow On Equity Raise Will Support Path To 2026 Profitability

Analysts have kept their $22.90 price target for Phathom Pharmaceuticals broadly unchanged, citing only marginal adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions in their valuation work. What's in the News Phathom Pharmaceuticals completed a follow on equity offering totaling approximately US$130.0 million.
Uppdatering av berättelse Feb 04

PHAT: Equity Raise And 2026 Profitability Outlook Will Support Further Upside

Analysts have maintained their overall view on Phathom Pharmaceuticals, making only modest adjustments to assumptions such as revenue growth, profit margin, and future P/E. Taken together, these inputs support an unchanged fair value estimate of US$22.90 per share.
Uppdatering av berättelse Jan 20

PHAT: Equity Raise And 2025 Profitability Outlook Will Support Further Upside

Analysts have modestly adjusted their price assumptions for Phathom Pharmaceuticals, and the implied fair value remains at $22.90. Small changes to revenue growth, profit margin expectations, and future P/E assumptions have effectively offset one another.
Seeking Alpha Jan 09

Phathom: Why I'm Not Buying The Dip (Yet)

Summary Phathom Pharmaceuticals (PHAT) remains a Hold as VOQUEZNA's commercial execution improves, but balance sheet leverage and dilution persist. Q4 prerelease shows VOQUEZNA revenue ramping (~15–17% Q/Q), with cost resets driving non-GAAP opex below restructuring targets. Equity raise of $130M at $16/share reduces near-term solvency risk but highlights ongoing obligations and ~11% dilution. Valuation remains stretched; PHAT is highly sensitive to execution, GTN stability, and post-2032 terminal value risk. Read the full article on Seeking Alpha
Analysartikel Jan 08

Revenues Tell The Story For Phathom Pharmaceuticals, Inc. (NASDAQ:PHAT) As Its Stock Soars 27%

Despite an already strong run, Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) shares have been powering on, with a gain...
Uppdatering av berättelse Jan 06

PHAT: Late-Stage Gastrointestinal Trials And 2025 Guidance Will Drive Upside Momentum

Analysts have maintained their price target for Phathom Pharmaceuticals at US$22.90. This reflects only minor adjustments in key model inputs, including the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any change in their overall view.
Uppdatering av berättelse Dec 16

PHAT: Late-Stage Gastrointestinal Pipeline Progress Will Drive Upside Momentum

Analysts have slightly trimmed their price target on Phathom Pharmaceuticals from approximately $23.13 to $22.90 per share, reflecting modestly higher long term growth and margin expectations, offset by a lower projected valuation multiple. What's in the News First patient dosed in the Phase 2 pHalcon EoE-201 trial of VOQUEZNA tablets for eosinophilic esophagitis in adults, with topline results expected in 2027 (company announcement) Additional analyses from the pivotal Phase 3 pHalcon NERD-301 trial of VOQUEZNA in Non Erosive Reflux Disease published in the American Journal of Gastroenterology, highlighting benefits for nighttime GERD symptoms (company announcement, medical journal) Full year 2025 revenue guidance updated to a range of 170 million dollars to 175 million dollars, indicating expectations for continued commercial ramp (company guidance) Sanjeev Narula appointed Chief Financial and Business Officer, bringing extensive large cap pharma and transaction experience from prior CFO roles at Intra Cellular Therapies, Viatris, and Pfizer divisions (company announcement) Valuation Changes Fair Value Estimate has edged down slightly from approximately $23.13 to $22.90 per share.
Uppdatering av berättelse Dec 01

PHAT: Clinical Pipeline Advances And Index Inclusion Will Support Upside Momentum

Analysts have maintained their price target for Phathom Pharmaceuticals at $23.13 per share, citing consistent revenue growth expectations and stable profit margin forecasts as the basis for leaving their projections unchanged. What's in the News First patient dosed in Phase 2 pHalcon-EoE-201 clinical trial of VOQUEZNA tablets for eosinophilic esophagitis in adults, with primary and secondary results expected in 2027 (Key Developments) Updated full-year 2025 revenue guidance to a range of $170 million to $175 million (Key Developments) New data from Phase 3 pHalcon-NERD-301 trial for VOQUEZNA published, showing improvements in nocturnal symptoms for Non-Erosive Reflux Disease and highlighting safety considerations (Key Developments) Appointment of Sanjeev Narula as Chief Financial and Business Officer, bringing extensive financial and strategic experience from leadership roles at Intra-Cellular Therapies, Viatris, and Pfizer (Key Developments) Added to S&P Pharmaceuticals Select Industry Index (Key Developments) Valuation Changes Consensus Analyst Price Target remains steady at $23.13 per share with no change from previous estimates.
Uppdatering av berättelse Nov 17

PHAT: Early Clinical Trial Progress Will Drive Shares Higher

Analysts have maintained their fair value price target for Phathom Pharmaceuticals at $23.13 per share. They cite only marginal adjustments to growth estimates and risk assumptions.
Uppdatering av berättelse Nov 01

PHAT: Rising Profit Margins Will Drive Stronger Shareholder Value Ahead

Analysts have raised their price target for Phathom Pharmaceuticals from $21.38 to $23.13. They cite an improved profit margin outlook, despite more conservative revenue growth projections.
Uppdatering av berättelse Sep 04

Gastroenterology Focus Will Unlock Enduring Market Potential

Analysts reaffirmed their price target for Phathom Pharmaceuticals at $21.38, citing 10-year market exclusivity for Voquezna, diminished generic risk, and robust launch metrics as drivers of renewed confidence and market opportunity. Analyst Commentary FDA granted 10-year market exclusivity for Voquezna tablets under GAIN, extending exclusivity to May 2032 with a likely pediatric extension through late 2032.
Analysartikel Jul 19

Why We're Not Concerned Yet About Phathom Pharmaceuticals, Inc.'s (NASDAQ:PHAT) 27% Share Price Plunge

Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) shares have retraced a considerable 27% in the last month, reversing a...
Analysartikel Jun 02

Investors Still Aren't Entirely Convinced By Phathom Pharmaceuticals, Inc.'s (NASDAQ:PHAT) Revenues Despite 54% Price Jump

Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) shareholders are no doubt pleased to see that the share price has bounced...
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Ny berättelse May 09

Focused VOQUEZNA Marketing And Cost Cuts Will Secure 2032 Exclusivity

Phathom focuses on VOQUEZNA's market potential in GERD treatment to drive substantial revenue while aiming for profitability through strategic cost management.
Analysartikel Apr 18

Why We're Not Concerned Yet About Phathom Pharmaceuticals, Inc.'s (NASDAQ:PHAT) 27% Share Price Plunge

Unfortunately for some shareholders, the Phathom Pharmaceuticals, Inc. ( NASDAQ:PHAT ) share price has dived 27% in the...
Seeking Alpha Dec 11

Phathom Pharmaceuticals: The Large Drop Is, Well, Unfathomable

Summary Phathom Pharmaceuticals, Inc.'s vonoprazan received multiple approvals, but the stock price showed erratic behavior, spiking post-Q2 earnings and plummeting post-Q3 earnings. Despite significant prescription growth and revenue increases, Q3 showed slower progress, raising concerns about the drug's market uptake and second-line approval status. High SG&A expenses and limited cash runway pose financial risks, alongside unclear reasons for stagnant sales despite label expansions. I exited my PHAT position in August and have no plans to reinvest due to these uncertainties and financial concerns. Read the full article on Seeking Alpha
Seeking Alpha Sep 03

Following Up On Phathom Pharmaceuticals

Summary Today, we're following up on Phathom Pharmaceuticals to see how the marketing rollout of its flagship product VOQUENZA is proceeding. This drug received FDA clearance late last year and is aiming to displace Proton Pump Inhibitors in its market. Management has succeeded in getting the compound covered in most commercial plans and believes VOQUENZA have at least $3 billion in peak sales potential. However, the company is still seeing a significant quarterly cash burn rate and already has a decent chunk of debt on its balance sheet. Read the full article on Seeking Alpha
Seeking Alpha Jun 26

Phathom Pharmaceuticals: Time To Deliver Promise Of Voquezna After Frustrating Delays

Summary Phathom Pharmaceuticals stock has significantly declined since 2021, despite securing FDA approval for Vonoprazan to treat H. pylori infection and GERD. The company faced delays in launching its products due to the presence of a cancer-causing agent in commercial batches, but eventually received full FDA approval. PHAT aims to target a substantial market opportunity with Vonoprazan, potentially leading to a share price rally and challenging a billion-dollar market cap valuation. The delays in launching Voquenza have been frustrating, but now the company is conducting a full launch and may secure a lucrative label expansion with an approval in non-erosive GERD next month. Read the full article on Seeking Alpha
Seeking Alpha Mar 18

Phathom: Undervalued Biotech With Possible GERD Treatment Label Expansion

Summary The FDA has set a target action date of July 19, 2024, for expanded approval of Voquenza, which would target the larger Non-Erosive GERD patient population. The global market for GERD therapies is expected to be $3.4 billion by 2032. A soon-to-be-initiated phase 3 study in 2024 is going to explore the use of Voquenza with "As Needed" dosing to treat Non-Erosive GERD patients. Voquenza may also be used to treat patients with another gastrointestinal disorder, such as eosinophilic esophagitis. A phase 2 study using this drug to treat this patient population is expected to be initiated in 2024. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:PHAT - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20287552392552149
12/31/2027540971141009
12/31/2026334-54-45-539
3/31/2026205-157-98-97N/A
12/31/2025175-221-167-167N/A
9/30/2025147-275-225-225N/A
6/30/2025114-330-275-275N/A
3/31/202582-346-283-283N/A
12/31/202455-334-267-267N/A
9/30/202426-339-248-247N/A
6/30/202410-297-217-215N/A
3/31/20243-247-168-167N/A
12/31/20231-202-139-138N/A
9/30/2023N/A-177-136-135N/A
6/30/2023N/A-185-139-138N/A
3/31/2023N/A-195-143-141N/A
12/31/2022N/A-198-148-147N/A
9/30/2022N/A-179-147-147N/A
6/30/2022N/A-164-141-141N/A
3/31/2022N/A-150-144-143N/A
12/31/2021N/A-144-149-148N/A
9/30/2021N/A-162-136-135N/A
6/30/2021N/A-159-128-127N/A
3/31/2021N/A-144-109-108N/A
12/31/2020N/A-129-71-70N/A
9/30/2020N/A-173-66-65N/A
6/30/2020N/A-207-52-51N/A
3/31/2020N/A-274-73-47N/A
12/31/2019N/A-255N/A-37N/A
9/30/2019N/A-158N/A-13N/A
6/30/2019N/A-90N/A-7N/A
3/31/2019N/A-2N/A-2N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: PHAT förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).

Resultat vs marknad: PHAT förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: PHAT förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: PHAT s intäkter ( 28.4% per år) förväntas växa snabbare än US marknaden ( 11.6% per år).

Hög tillväxtintäkter: PHAT s intäkter ( 28.4% per år) förutspås växa snabbare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: Otillräcklig data för att avgöra om PHAT s avkastning på eget kapital förväntas bli hög om tre år


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/13 16:43
Aktiekurs vid dagens slut2026/05/13 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

Phathom Pharmaceuticals, Inc. bevakas av 15 analytiker. 9 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
Jenna DavidnerBarclays
null nullBMO Capital Markets Equity Research
Kristen KluskaCantor Fitzgerald & Co.