Tectonic Therapeutic, Inc.

NasdaqGM:TECX Stok Raporu

Piyasa değeri: US$559.3m

Tectonic Therapeutic Yönetim

Yönetim kriter kontrolleri 2/4

Tectonic Therapeutic CEO'su Alise Reicin, Aug2020 tarihinde atandı, in görev süresi 6.08 yıldır. in toplam yıllık tazminatı $ 7.35M olup, şirket hissesi ve opsiyonları dahil olmak üzere 8.7% maaş ve 91.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.62% ine doğrudan sahiptir ve bu hisseler $ 9.06M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.3 yıl ve 5.1 yıldır.

Anahtar bilgiler

Alise Reicin

İcra Kurulu Başkanı

US$7.4m

Toplam tazminat

CEO maaş yüzdesi8.72%
CEO görev süresi6.1yrs
CEO sahipliği1.6%
Yönetim ortalama görev süresi4.3yrs
Yönetim Kurulu ortalama görev süresi5.1yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • Sep 02

Tectonic Therapeutic: Competitor Data Strengthens The TX45 Bull Case

Summary Tectonic Therapeutic offers a validated, severity-enriched trial design for TX45 in CpcPH-HFpEF, with external support from Merck's CADENCE results. Phase 1b TX45 data show promising hemodynamic effects, and the company’s cash runway extends through Q1 2029, reducing near-term financing risk. TX2100, a mechanistically distinct candidate for HHT, further validates the GEODe platform, with Phase 1a results expected by Q3 2026. APEX and TX2100 data in 2026–2027 are key catalysts; a robust platform, pipeline optionality, and financial strength create a compelling risk-reward for biotech-focused investors. Read the full article on Seeking Alpha
Analiz Makalesi • Jul 09

We're Hopeful That Tectonic Therapeutic (NASDAQ:TECX) Will Use Its Cash Wisely

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analiz Makalesi • Nov 10

Companies Like Tectonic Therapeutic (NASDAQ:TECX) 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...
Analiz Makalesi • May 20

We Think Tectonic Therapeutic (NASDAQ:TECX) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Apr 23

Tectonic Therapeutic: A Buy On Massive Opportunity Of TX45 In PH HFpEF

Summary We initiate a Buy rating on Tectonic Therapeutic due to promising data for TX45. TX45 showed positive interim Phase 1b results, but the APEX Phase 2 trial with 180 patients will be crucial for validating its efficacy and safety. TX2100 targets hereditary hemorrhagic telangiectasia with promising preclinical data, aiming for a Phase 1 launch in late 2025 or early 2026. Financially, TECX has a strong cash position to fund operations into late 2028 but faces significant risks if clinical trials do not meet expectations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 05

Tectonic: Expansion Of TX45 Candidate Possible After Positive Interim Data

Summary Positive interim results released from phase 1b study, using TX45 for the treatment of patients with pulmonary hypertension heart failure with preserved ejection fraction. Data from phase 1b study using TX45 for the treatment of patients with pulmonary hypertension heart failure with reduced ejection fraction, expected in 2nd half of 2025. In the 7 major markets, the heart failure market is expected to grow to $33.7 billion in 2032. TX2100 is another candidate in the company's pipeline which is currently undergoing IND-enabling studies to target patients with Hemorrhagic Telangiectasia; Phase 1 study expected Q4 2025/Q1 2026. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Tectonic Therapeutic: Stock Spikes On Heart Failure Data -- Why I See Further Upside

Summary Tectonic Therapeutic, Inc.'s stock surged 120% after positive Phase 1b data for TX45 in treating PH-HFpEF, a condition with no approved therapies. TX45, an Fc-relaxin fusion protein, showed promising hemodynamic improvements and safety, potentially addressing both pulmonary and cardiac aspects of PH-HFpEF. Despite concerns over small data sets and past failures of similar drugs, Tectonic's experienced management and promising data make TECX stock an intriguing “Buy” opportunity. Investors may consider waiting for further data or fundraising announcements to mitigate risks, but the potential market opportunity is significant. Read the full article on Seeking Alpha
Analiz Makalesi • Jan 10

We Think Tectonic Therapeutic (NASDAQ:TECX) Can Afford To Drive Business Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Dec 30

Tectonic Therapeutic: Waiting For A Pullback

Summary Tectonic Therapeutic, Inc. has seen a significant stock rally which has seen its shares nearly triple since this summer. The rally has been driven by analyst optimism and the initiation of Phase 2 trials for its lead asset TX45. This compound has the potential to be a 'best of breed' product for a large untreated population. What is ahead for Tectonic Therapeutic and its shareholders in 2025?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Oct 20

Tectonic Therapeutic: Interesting CV Disease Drug Developer

Summary Tectonic Therapeutic's lead candidate TX45 showed positive phase 1 results for Group 2 Pulmonary Hypertension, driving the stock up over 100% in September. TX45 is an Fc-relaxin fusion molecule targeting the RXFP1 receptor, offering potential therapeutic benefits for hypertension and heart failure with preserved ejection fraction (HFpEF). Tectonic has a solid financial position with a market cap of $551mn, $185mn in cash reserves, and a cash runway extending into 2027. Despite early-stage development and competition from AstraZeneca, TECX is promising, with strong support from Wells Fargo and a long cash runway. Read the full article on Seeking Alpha
Analiz Makalesi • Sep 22

Here's Why We're Not Too Worried About Tectonic Therapeutic's (NASDAQ:TECX) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Aug 05

Tectonic Therapeutic: Analyzing Its Post-Merger Valuation And Prospects

Summary Tectonic Therapeutic, Inc. is a biotechnology company focusing on therapeutic biologics targeting GPCRs through its GEODe platform. TECX emerged after a merger with Avrobio, combining gene therapy expertise with GPCR-targeted protein development. The lead drug candidate, TX45, is in Phase 1 trials for pulmonary hypertension due to heart failure with preserved ejection fraction (HFpEF). The company's cash runway is expected to last until mid-2027, potentially necessitating future capital raises. TECX's valuation appears relatively cheap compared to peers, but its early-stage research and cash burn risks lead me to a neutral stance. Read the full article on Seeking Alpha

CEO Tazminat Analizi

Alise Reicin'un ücretlendirmesi Tectonic Therapeutic'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

-US$86m

Mar 31 2026n/an/a

-US$83m

Dec 31 2025US$7mUS$641k

-US$74m

Sep 30 2025n/an/a

-US$67m

Jun 30 2025n/an/a

-US$66m

Mar 31 2025n/an/a

-US$59m

Dec 31 2024US$6mUS$606k

-US$58m

Sep 30 2024n/an/a

-US$53m

Jun 30 2024n/an/a

-US$46m

Mar 31 2024n/an/a

-US$44m

Dec 31 2023US$932kUS$575k

-US$43m

Tazminat ve Piyasa: Alise 'nin toplam tazminatı ($USD 7.35M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.41M ).

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

CEO

Alise Reicin (65 yo)

6.1yrs
Görev süresi
US$7,351,578
Tazminat

Dr. Alise S. Reicin, MD, PhD, serves as Member of Strategic Advisory Board at SCTbio a.s. (formerly known as Sotio a.s.). since November 2021. She serves on the board of directors of Sana Biotherapeutics a...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Alise Reicin
President6.1yrsUS$7.35m1.62%
$ 9.1m
Daniel Lochner
Chief Financial Officer2.3yrsUS$3.10m0.074%
$ 416.7k
Marcella Ruddy
Chief Medical Officer5.2yrsUS$3.07m0.12%
$ 683.6k
Washington Alves
Senior Vice President of Technical Operationsless than a yearVeri yokVeri yok
Peter McNamara
Chief Scientific Officer4.3yrsVeri yok0.090%
$ 504.7k
Geraldine Peters-Wiles
Senior Vice President of Human Resourcesless than a yearVeri yokVeri yok
Anthony Muslin
Chief Development Officerno dataVeri yokVeri yok
Marc Schwabish
Chief Business Officer5.5yrsVeri yok0.063%
$ 350.6k
John Diener
Senior Vice President of Antibody Engineering & Protein Sciencesno dataVeri yokVeri yok
4.3yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: TECX 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.3 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Alise Reicin
President6.1yrsUS$7.35m1.62%
$ 9.1m
Timothy Springer
Independent Director7.3yrsUS$248.00k29.86%
$ 167.0m
Phillip Donenberg
Independent Director2.3yrsUS$253.76k0.00085%
$ 4.8k
Francois Nader
Independent Chair of the Boardless than a yearVeri yokVeri yok
Praveen Tipirneni
Independent Director6.6yrsUS$250.00k0.016%
$ 86.9k
Jessica Chutter
Independent Directorless than a yearVeri yokVeri yok
Stefan Vitorovic
Independent Director5.1yrsUS$251.88kVeri yok
5.1yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TECX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.1 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/11 13:52
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/06/30
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 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

Tectonic Therapeutic, Inc. 13 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David RisingerLeerink Partners LLC
Cory JubinvilleLifeSci Capital, LLC
Uy EarMizuho Securities USA LLC