4D Molecular Therapeutics, Inc.

NasdaqGS:FDMT Stok Raporu

Piyasa değeri: US$518.1m

4D Molecular Therapeutics Yönetim

Yönetim kriter kontrolleri 2/4

4D Molecular Therapeutics CEO'su David Kirn, Sep2013 tarihinde atandı, in görev süresi 12.67 yıldır. in toplam yıllık tazminatı $ 2.05M olup, şirket hissesi ve opsiyonları dahil olmak üzere 32.5% maaş ve 67.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 3.17% ine doğrudan sahiptir ve bu hisseler $ 16.44M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.5 yıl ve 5.5 yıldır.

Anahtar bilgiler

David Kirn

İcra Kurulu Başkanı

US$2.1m

Toplam tazminat

CEO maaş yüzdesi32.53%
CEO görev süresi12.7yrs
CEO sahipliği3.2%
Yönetim ortalama görev süresi1.5yrs
Yönetim Kurulu ortalama görev süresi5.5yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi • May 11

Analysts Have Made A Financial Statement On 4D Molecular Therapeutics, Inc.'s (NASDAQ:FDMT) First-Quarter Report

Investors in 4D Molecular Therapeutics, Inc. ( NASDAQ:FDMT ) had a good week, as its shares rose 7.4% to close at...
Seeking Alpha • Dec 19

4D Molecular Therapeutics: Jury Still Out On CF Gene Therapy After Dense Data Drop

Summary 4D Molecular Therapeutics hinges on 4D-150 for wet AMD, targeting infrequent dosing versus current standards and a pivotal Phase 3 readout in 2027. The recent Otsuka partnership secures $85M upfront, cost sharing, and milestones, extending FDMT’s cash runway into 2028 and supporting global development. 4D-710's early cystic fibrosis data shows promise but lacks clear efficacy in gold-standard endpoints, leaving future prospects uncertain and market reaction muted. Despite multi-billion-dollar market opportunities, current data does not justify a bullish stance; financial risk remains material if pivotal results disappoint. Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

4D Molecular Therapeutics: A Smart Bet On Long-Term VEGF Suppression

Summary 4D Molecular Therapeutics is undervalued, with its lead candidate 4D-150 showing potential to disrupt the anti-VEGF treatment paradigm for retinal diseases. The company has a strong cash position of $551 million, funding operations through 2027, allowing it to avoid immediate financing needs. 4D-150's Phase 2 data shows reduced need for supplemental injections, positioning it as a long-term, durable treatment for wet AMD and DME. Despite market skepticism about gene therapy, 4DMT's solid science, regulatory clarity, and financial stability make it a compelling investment opportunity. Read the full article on Seeking Alpha
Analiz Makalesi • Nov 24

Companies Like 4D Molecular Therapeutics (NASDAQ:FDMT) 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...
Seeking Alpha • Oct 04

4D Molecular Therapeutics: Market Expects Wet AMD Gene Therapy Failure - I'm Not So Sure

Summary 4D Molecular Therapeutics' lead candidate, 4D-150, aims to provide a one-time gene therapy for Wet-AMD, showing promising but mixed Phase 2 data. Despite setbacks, 4D-150's potential for less frequent dosing and robust safety profile make it an intriguing investment, especially given 4D's strong cash position. The competitive landscape is fierce, with rivals like AbbVie and Adverum, but 4D-150 could still achieve significant market share if approved. Market sell-off appears overdone; 4D's well-funded position and diverse pipeline offer a compelling contrarian bet for risk-tolerant investors. Read the full article on Seeking Alpha
Analiz Makalesi • Aug 10

4D Molecular Therapeutics (NASDAQ:FDMT) Is In A Good Position To Deliver On Growth Plans

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha • Jul 19

4D Molecular Therapeutics: R100 Vector Pushes Forward To Bring Q4 Of 2024 DME Data

Summary A 4D Molecular Therapeutics, Inc. phase 2 PRISM study indicated that there was an 89% reduction in annualized injections when Wet-AMD patients were given a high dose of 4D-150; Phase 3 trial initiation is expected in Q1 2025. Results from the phase 2 SPECTRA study, using the same gene therapy 4D-150 for the treatment of patients with diabetic macular edema, expected in Q4 of 2024. The global diabetic macular edema market is expected to reach $3.93 billion by 2029. 1E15 vg dose of 4D-710 cleared for dose expansion portion of phase 2 AEROW study; Updated interim data expected in mid-2025. Read the full article on Seeking Alpha
Seeking Alpha • Apr 29

4D Molecular Therapeutics: Catalysts With Pioneering Gene Therapy With Directed Evolution

Summary 4D Molecular Therapeutics is a biotechnology company that develops genetic medicines using its Therapeutic Vector Evolution platform. The company's pipeline includes promising ophthalmology, pulmonology, and cardiology candidates, with Phase 3 progress for wet AMD and cystic fibrosis treatments. FDMT's platform allows for quickly creating custom viral vectors tailored to specific diseases, setting it apart from competitors. FDMT's recent public offering bolsters its position and extends its cash runway to 5.8 years, allowing time for research and clinical trials. I believe FDMT stock is a strong buy, driven by its innovative platform and a robust pipeline with a solid cash position. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

4D Molecular Therapeutics Advances Wet AMD Treatment Paradigm

Summary 4D Molecular Therapeutics' gene therapy, 4D-150, shows potential to reduce the treatment burden for patients with severe wet AMD. Interim findings from a Phase 2 trial demonstrate up to an 89% reduction in yearly anti-VEGF injections with 4D-150. FDMT plans to initiate a Phase 3 trial in wet AMD in Q1 2025, positioning 4D-150 as a promising candidate in the treatment landscape. Read the full article on Seeking Alpha
Seeking Alpha • Jan 25

4D Molecular Therapeutics: Several Value Inflection Points To Watch In 2024

Summary Interim phase 1 data update using 4D-710 for the treatment of patients with Cystic Fibrosis expected in mid-2024. Program update on advancement of 4D-710 into pivotal study either alone or in combination with CFTR modular expected in Q1 of 2024. The global cystic fibrosis market is expected to reach $37.04 billion by 2030. The proprietary Therapeutic Vector Evolution platform has the ability to enhance transgene expression and allow for the ability to overcome limitations observed in prior AAV gene therapies. Read the full article on Seeking Alpha
Analiz Makalesi • Nov 12

4D Molecular Therapeutics, Inc. (NASDAQ:FDMT) Just Reported And Analysts Have Been Cutting Their Estimates

4D Molecular Therapeutics, Inc. ( NASDAQ:FDMT ) just released its quarterly report and things are looking bullish...
Analiz Makalesi • Nov 08

We're Not Very Worried About 4D Molecular Therapeutics' (NASDAQ:FDMT) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

CEO Tazminat Analizi

David Kirn'un ücretlendirmesi 4D Molecular Therapeutics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$161m

Dec 31 2025US$2mUS$667k

-US$140m

Sep 30 2025n/an/a

-US$209m

Jun 30 2025n/an/a

-US$196m

Mar 31 2025n/an/a

-US$176m

Dec 31 2024US$1mUS$663k

-US$161m

Sep 30 2024n/an/a

-US$143m

Jun 30 2024n/an/a

-US$110m

Mar 31 2024n/an/a

-US$105m

Dec 31 2023US$10mUS$597k

-US$101m

Sep 30 2023n/an/a

-US$96m

Jun 30 2023n/an/a

-US$111m

Mar 31 2023n/an/a

-US$110m

Dec 31 2022US$3mUS$586k

-US$107m

Sep 30 2022n/an/a

-US$105m

Jun 30 2022n/an/a

-US$102m

Mar 31 2022n/an/a

-US$81m

Dec 31 2021US$5mUS$570k

-US$71m

Sep 30 2021n/an/a

-US$67m

Jun 30 2021n/an/a

-US$52m

Mar 31 2021n/an/a

-US$60m

Dec 31 2020US$702kUS$451k

-US$57m

Sep 30 2020n/an/a

-US$52m

Jun 30 2020n/an/a

-US$61m

Mar 31 2020n/an/a

-US$54m

Dec 31 2019US$554kUS$430k

-US$49m

Tazminat ve Piyasa: David 'ın toplam tazminatı ($USD 2.05M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 2.59M ).

Tazminat ve Kazançlar: David şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

David Kirn (62 yo)

12.7yrs
Görev süresi
US$2,051,343
Tazminat

Dr. David H. Kirn, M.D., serves as Director at Coagulant Therapeutics, Inc. He co-founded 4D Molecular Therapeutics, Inc. in 2013 and has been its Chief Executive Officer since September 12, 2013 and serve...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Milligan
Executive Chairman5.8yrsUS$255.00k0.19%
$ 991.0k
David Kirn
Co-Founder12.7yrsUS$2.05m3.17%
$ 16.4m
Kristian Humer
CFO and Principal Financial & Accounting Officerless than a yearUS$3.99mVeri yok
Fariborz Kamal
Chief Technical Advisorless than a yearUS$1.44m0.011%
$ 58.9k
Theresa Janke
Co-Founder & Chief of Staff13.3yrsUS$2.70mVeri yok
Julian Pei
Head of Investor Relations & Corporate Financeno dataVeri yokVeri yok
Katy Barglow
Chief Technical Officerless than a yearVeri yokVeri yok
Scott Bizily
Chief Legal Officer & Corporate Secretary4.7yrsVeri yok0.0069%
$ 35.6k
An Song
Chief Translational Medicine Advisor1.3yrsVeri yokVeri yok
Noriyuki Kasahara
Chief Scientific Advisor & Member of Scientific Advisory Boardno dataUS$488.91kVeri yok
Alan Cohen
Senior VP & Therapeutic Area Head of Pulmonologyno dataVeri yokVeri yok
Christopher Simms
Chief Commercial & Business Officer1.7yrsVeri yokVeri yok
1.5yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim: FDMT 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.5 yıl), bu da yeni bir ekibin varlığını gösteriyor.

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Milligan
Executive Chairman5.8yrsUS$255.00k0.19%
$ 991.0k
David Kirn
Co-Founder12.7yrsUS$2.05m3.17%
$ 16.4m
Noriyuki Kasahara
Chief Scientific Advisor & Member of Scientific Advisory Boardless than a yearUS$488.91kVeri yok
Charles Theuer
Independent Director10.4yrsUS$135.00k0.080%
$ 413.1k
Susannah Gray
Independent Director5.8yrsUS$135.00k0%
$ 0
Paul Utz
Member of Scientific Advisory Board2.4yrsVeri yokVeri yok
Richard Moss
Member of Scientific Advisory Board2.4yrsVeri yokVeri yok
Jacob Chacko
Independent Director7.2yrsUS$135.00k0%
$ 0
Shawn Tomasello
Independent Director5.5yrsUS$132.50k0%
$ 0
Amit Gaggar
Member of Scientific Advisory Board2.4yrsVeri yokVeri yok
Nancy Miller-Rich
Independent Director5.5yrsUS$122.50k0%
$ 0
Arshad Khanani
Chair of Retina Advisory Board1.8yrsVeri yokVeri yok
5.5yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: FDMT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.5 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/31 02:43
Gün Sonu Hisse Fiyatı2026/05/29 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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

4D Molecular Therapeutics, Inc. 18 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Huidong WangBarclays
Eliana MerleBarclays
Konstantinos BiliourisBMO Capital Markets Equity Research