Neumora Therapeutics, Inc.

NasdaqGS:NMRA Stok Raporu

Piyasa değeri: US$305.7m

Neumora Therapeutics Yönetim

Yönetim kriter kontrolleri 2/4

Neumora Therapeutics CEO'su Paul Berns, Feb2025 tarihinde atandı, in görev süresi 1.42 yıldır. in toplam yıllık tazminatı $ 4.56M olup, şirket hissesi ve opsiyonları dahil olmak üzere 15.3% maaş ve 84.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 4.16% ine doğrudan sahiptir ve bu hisseler $ 12.72M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.4 yıl ve 4.7 yıldır.

Anahtar bilgiler

Paul Berns

İcra Kurulu Başkanı

US$4.6m

Toplam tazminat

CEO maaş yüzdesi15.34%
CEO görev süresi1.4yrs
CEO sahipliği4.2%
Yönetim ortalama görev süresi1.4yrs
Yönetim Kurulu ortalama görev süresi4.7yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 10

NMRA: Early Neuroscience Pipeline Will Become Central Driver After Trial Setback

Analysts have cut their average price target for Neumora Therapeutics from about $8.91 to roughly $6.53, reflecting the removal of navacaprant from their models after the KOASTAL-2 and KOASTAL-3 trial setbacks, partially offset by interest in the remaining pipeline and expected cost savings. Analyst Commentary Recent Street research on Neumora Therapeutics centers on the decision to discontinue navacaprant after the KOASTAL-2 and KOASTAL-3 outcomes and how that change affects valuation, cost structure, and focus on the earlier stage pipeline.
Anlatı Güncellemesi Jun 26

NMRA: Early Pipeline And Cost Cuts Will Drive Future Rebound Potential

Neumora Therapeutics' analyst price targets have been cut sharply, with several firms lowering their views into a $4 to $7 range after removing navacaprant from their models following the KOASTAL-2 and -3 Phase 3 failures and incorporating cost savings from a 35% workforce reduction, alongside continued interest in the remaining early-stage pipeline. Analyst Commentary Recent research on Neumora Therapeutics reflects a reset in expectations after the KOASTAL-2 and -3 outcomes, with price targets now clustered in the mid-single digits and coverage largely maintained.
Yeni Anlatı Apr 15

Multiple Late Stage Brain Disease Programs Will Drive Long Term Upside Potential

Catalysts About Neumora Therapeutics Neumora Therapeutics develops brain penetrant medicines targeting novel mechanisms for psychiatric, neurologic and metabolic diseases. What are the underlying business or industry changes driving this perspective?
Yeni Anlatı Apr 01

CNS And Obesity Pipeline Will Create Long Term Value As Late Stage Data Emerges

Catalysts About Neumora Therapeutics Neumora Therapeutics focuses on developing brain penetrant medicines for neuropsychiatric, neurodegenerative, and metabolic diseases. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Mar 30

Neumora Therapeutics: Downgrading After Navacaprant Development Setback

Summary Neumora Therapeutics is downgraded from 'Strong Buy' to 'Hold' following KOASTAL-1's failure in the MDD primary endpoint. KOASTAL-2 and KOASTAL-3 studies for navacaprant in MDD have increased enrollment; topline data is expected in Q2 2026, but success remains uncertain. NMRA-511 showed a promising signal in phase 1b for Alzheimer's Disease agitation, with an enhanced effect in patients with elevated anxiety. Phase 2 study initiation for NMRA-511 in AD agitation is not expected until Q1 2027, making near-term value realization unlikely despite large unmet market need. Read the full article on Seeking Alpha
Seeking Alpha Jan 03

Neumora Therapeutics: Tanking On Disastrous MDD Data, Bounce Back Unlikely

Summary Neumora Therapeutics' lead candidate, navacaprant, failed to meet primary and secondary endpoints in its Phase 3 KOASTAL-1 study for major depressive disorder, causing an 80% stock drop yesterday. Despite significant funding and a “promising” Phase 2 study, concerns about endpoint changes and lack of peer-reviewed data undermine confidence in navacaprant's efficacy. With two more Phase 3 studies pending, the market may have overreacted, but the likelihood of a turnaround remains slim given current evidence. Neumora's other assets and cash reserves offer limited near-term revenue prospects, making a contrarian bet on navacaprant risky and ill-advised. Read the full article on Seeking Alpha
Seeking Alpha Dec 24

Neumora: Koastal-1 Readout For MDD Treatment Is First Study On Deck

Summary Neumora Therapeutics is set to release data from the phase 3 KOASTAL-1 study using Navacaprant for the treatment of patients with MDD by the end of 2024; other data in 2025. Navacaprant showed significant efficacy in a phase 2 study for MDD and is also being tested for bipolar depression, with phase 2 data expected in late 2025. Neumora has $341.3 million in cash, enough to fund operations until mid-2026, minimizing near-term dilution risk unless management opts otherwise. Key NMRA risks include the potential failure of KOASTAL-1 to meet primary endpoints and uncertainty in Navacaprant's efficacy for bipolar depression and NMRA-511 for Alzheimer's agitation. Read the full article on Seeking Alpha
Seeking Alpha Oct 16

Neumora Therapeutics: A Story Of A Class II Biotech

Summary Neumora Therapeutics' lead asset, Navacaprant, shows weak efficacy in phase 2 trial, casting doubt on its success in upcoming phase 3 trials. The company's AI-driven precision medicine claims have not materialized in clinical trial designs, undermining their differentiation strategy. Valuation models suggest Neumora's stock is overvalued, with a fair valuation significantly lower than the current market price. Read the full article on Seeking Alpha
Analiz Makalesi Jun 18

We're Hopeful That Neumora Therapeutics (NASDAQ:NMRA) Will Use Its Cash Wisely

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha Feb 08

Neumora: Phase 3 MDD Readout In H2-24 Could Get Ball Rolling

Summary Results from the phase 3 KOASTAL-1 study, using Navacaprant for the treatment of patients with Major Depressive Disorder, expected in the 2nd half of 2024. The global Major Depressive Disorder [MDD] treatment market is estimated to reach $14.96 billion by 2032. Company hopes to differentiate itself against other MDD drugs in that Navacaprant has a novel MOA, no side effects seen in approved drugs and treat patients not yet helped. Navacaprant is versatile in that it is believed it could also be used to treat patients with bipolar depression; initiation of phase 2 bipolar depression study using this drug expected in the 1st half of 2024. Read the full article on Seeking Alpha

CEO Tazminat Analizi

Paul Berns'un ücretlendirmesi Neumora Therapeutics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$222m

Dec 31 2025US$5mUS$700k

-US$237m

Sep 30 2025n/an/a

-US$236m

Jun 30 2025n/an/a

-US$252m

Mar 31 2025n/an/a

-US$258m

Dec 31 2024US$9mUS$470k

-US$244m

Sep 30 2024n/an/a

-US$294m

Jun 30 2024n/an/a

-US$274m

Mar 31 2024n/an/a

-US$254m

Dec 31 2023US$9mUS$538k

-US$236m

Sep 30 2023n/an/a

-US$155m

Jun 30 2023n/an/a

-US$132m

Mar 31 2023n/an/a

-US$123m

Dec 31 2022US$3mUS$570k

-US$131m

Sep 30 2022n/an/a

-US$130m

Jun 30 2022n/an/a

-US$278m

Mar 31 2022n/an/a

-US$265m

Dec 31 2021US$780kUS$520k

-US$237m

Tazminat ve Piyasa: Paul 'nin toplam tazminatı ($USD 4.56M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.50M ).

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


CEO

Paul Berns (59 yo)

1.4yrs
Görev süresi
US$4,562,461
Tazminat

Mr. Paul L. Berns is Director of RhyGaze AG. He is Chairman of the Board of Ollin Biosciences Inc. He serves as a Director at Kardigan, Inc since June 2024. He is Chairman & CEO of Neumora Therapeutics, In...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Paul Berns
Chairman & CEO1.4yrsUS$4.56m4.16%
$ 12.7m
Joshua Pinto
President1.4yrsUS$6.74m0.090%
$ 276.3k
Daljit Aurora
Chief Operationg & Development officer1.4yrsUS$3.30m0.018%
$ 56.1k
Michael Milligan
CFO & Principal Accounting Officer1.4yrsVeri yok0.0058%
$ 17.7k
Nicholas Brandon
Chief Scientific Officer4.5yrsVeri yokVeri yok
Pablo Gersberg
Chief Information Officer1.5yrsVeri yokVeri yok
Jason Duncan
Chief Legal & Administrative Officer2.6yrsUS$4.41mVeri yok
Helen Rubinstein
Head of Investor Relationsno dataVeri yokVeri yok
Amy Sullivan
Chief Human Resources Officer3.8yrsVeri yokVeri yok
Paul Yeung
Senior Vice President of Clinical Developmentless than a yearVeri yokVeri yok
Stefan Bluemmers
Senior VP of Business Development & Portfolio Managementless than a yearVeri yokVeri yok
David Phillips
Senior Vice President & Head of Qualityless than a yearVeri yokVeri yok
1.4yrs
Ortalama Görev Süresi
52.5yo
Ortalama Yaş

Deneyimli Yönetim: NMRA 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.4 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Paul Berns
Chairman & CEO1.4yrsUS$4.56m4.16%
$ 12.7m
Edward Scolnick
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Matthew Fust
Independent Director5.6yrsUS$134.26k0%
$ 0
Edward Roberts
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Kristina Burow
Independent Director6.5yrsUS$111.13k0.026%
$ 78.7k
John Krystal
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Mark Daly
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Gaurav Singal
Member of Technology Advisory Boardno dataVeri yokVeri yok
Alaa Halawa
Independent Director3.8yrsUS$106.13k0%
$ 0
Sandeep Datta
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Andrew Trister
Member of Technology Advisory Boardno dataVeri yokVeri yok
Patrick Sullivan
Member of Scientific Advisory Boardno dataVeri yokVeri yok
4.7yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: NMRA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.7 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/30 13:25
Gün Sonu Hisse Fiyatı2026/07/30 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 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

Neumora Therapeutics, Inc. 10 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Yatin SunejaGuggenheim Securities, LLC
Douglas TsaoH.C. Wainwright & Co.
Tessa RomeroJ.P. Morgan