Denali Therapeutics Inc.

NasdaqGS:DNLI Stok Raporu

Piyasa değeri: US$4.3b

Denali Therapeutics Yönetim

Yönetim kriter kontrolleri 4/4

Denali Therapeutics CEO'su Ryan Watts, Aug2015 tarihinde atandı, in görev süresi 10.92 yıldır. in toplam yıllık tazminatı $ 4.75M olup, şirket hissesi ve opsiyonları dahil olmak üzere 15.1% maaş ve 84.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.43% ine doğrudan sahiptir ve bu hisseler $ 61.62M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 7.5 yıl ve 7.3 yıldır.

Anahtar bilgiler

Ryan Watts

İcra Kurulu Başkanı

US$4.8m

Toplam tazminat

CEO maaş yüzdesi15.11%
CEO görev süresi10.9yrs
CEO sahipliği1.4%
Yönetim ortalama görev süresi7.5yrs
Yönetim Kurulu ortalama görev süresi7.3yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha May 27

Denali Therapeutics: 'Strong Buy' On AVLAYAH Approval And End Of 2026 FTD-GRN Data

Summary Denali Therapeutics maintains a "Strong Buy" rating following an FDA Accelerated Approval of AVLAYAH for Hunter syndrome and robust pipeline momentum. The company's DNL593 for FTD-GRN is differentiated by restoring both extracellular and lysosomal PGRN; phase 1/2 data readout is expected by the end of 2026. AVLAYAH’s full approval depends on confirmatory COMPASS study results; commercial performance remains unproven post-April 2026 launch. The company holds $1.05B in cash but may need additional funding within 12 months, with a $400M ATM facility available for potential dilution. Read the full article on Seeking Alpha
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...

CEO Tazminat Analizi

Ryan Watts'un ücretlendirmesi Denali Therapeutics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Ryan 'nin toplam tazminatı ($USD 4.75M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 6.98M ).

Tazminat ve Kazançlar: Ryan 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Ryan Watts (50 yo)

10.9yrs
Görev süresi
US$4,751,515
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Ryan Watts
Co-Founder10.9yrsUS$4.75m1.43%
$ 61.6m
Alexander Schuth
Co-Founder11.3yrsUS$4.26m0.42%
$ 18.1m
Dana Andersen
Chief Technical and Manufacturing Officer7.9yrsVeri yokVeri yok
Joe Lewcock
Chief Scientific Officer6yrsVeri yokVeri yok
Chris Walsh
General Counsel7.5yrsVeri yokVeri yok
Cindy Dunkle
Chief People Officerno dataVeri yokVeri yok
Katie Peng
Chief Commercial Officer4.8yrsVeri yokVeri yok
Peter Chin
Acting Chief Medical Officer & Head of Developmentless than a yearVeri yok0.13%
$ 5.6m
7.5yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: DNLI 'un yönetim ekibi deneyimli ve deneyimlidir ( 7.5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Ryan Watts
Co-Founder11.3yrsUS$4.75m1.43%
$ 61.6m
Jay Flatley
Independent Director11.3yrsUS$316.38k0.22%
$ 9.6m
Julian Baker
Independent Chairperson1.1yrsUS$474.35k0.21%
$ 9.0m
Eric Reiman
Member of Scientific Advisory Boardno dataVeri yokVeri yok
David Schenkein
Independent Director11.3yrsUS$311.38k0.046%
$ 2.0m
David Holtzman
Member of Scientific Advisory Board5.7yrsVeri yokVeri yok
Peter Klein
Independent Director8.3yrsUS$318.88k0.017%
$ 749.3k
Jennifer Cook
Independent Director7.7yrsUS$301.38k0.016%
$ 709.5k
Steve Krognes
Independent Director4.2yrsUS$297.15k0.51%
$ 22.1m
Stacie Weninger
Member of Scientific Advisory Board5.5yrsVeri yokVeri yok
Henrik Zetterberg
Member of Scientific Advisory Board7.3yrsVeri yokVeri yok
Nancy Thornberry
Independent Director5.5yrsUS$306.38k0.016%
$ 672.4k
7.3yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DNLI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/10 21:54
Gün Sonu Hisse Fiyatı2026/07/10 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Denali Therapeutics Inc. 31 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullBaird
Joel BeattyBaird
Charles MooreBaird