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Sutro Biopharma, Inc.

NASDAQ•STRO
CEO: Mr. William J. Newell J.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2018-09-27
Sutro Biopharma, Inc. operates as a clinical-stage oncology company. The company develops site-specific and novel-format antibody drug conjugates (ADCs) that enables its proprietary integrated cell-free protein synthesis platform, XpressCF and XpressCF+. Its product candidates include STRO-002, an ADC directed against folate receptor-alpha, which is in Phase II/III clinical trials for patients with ovarian and endometrial cancers; VAX-24 and Vax-31 pneumococcal conjugate vaccine candidates that is in Phase II/III clinical trials for the treatment of invasive pneumococcal disease; and MK-1484, a distinct cytokine derivative molecule that is in Phase I clinical study for the treatment of cancer. The company's pre-clinical product candidates include STRO-003, an ADC directed against an anti-receptor tyrosine kinase-like orphan receptor 1 (ROR1) for the treatment of solid tumors and hematological cancers; and STRO-004, a tissue factor (TF) targeting ADC for the treatment of TF-expressing solid tumors, including cervical, lung, and breast cancer. Sutro Biopharma, Inc. has collaboration and license agreements with Merck Sharp & Dohme Corporation to develop research programs focusing on cytokine derivatives for cancer and autoimmune disorders; Vaxcyte to discover and develop vaccine candidates for the treatment or prophylaxis of infectious diseases; Tasly Biopharmaceuticals Co., Ltd. to develop and commercialize STRO-002 in Greater China; EMD Serono to develop ADCs for multiple cancer targets; and Astellas Pharma Inc. to develop immunostimulatory ADC. The company was formerly known as Fundamental Applied Biology, Inc. Sutro Biopharma, Inc. was incorporated in 2003 and is headquartered in South San Francisco, California.
連絡先情報
111 Oyster Point Boulevard, South San Francisco, CA, 94080, United States
650-881-6500
www.sutrobio.com
時価総額
$278.70M
PER (TTM)
-0.0
24.5
配当利回り
--
52週高値
$43.85
52週安値
$6.70
52週レンジ
59%
順位70Top 99.2%
1.1
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
弱い • 1.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2017-2025

財務ダッシュボード

Q1 2026 データ

売上高

$14.52M+0.00%
直近4四半期の推移

EPS

-$294.17+0.00%
直近4四半期の推移

フリーCF

-$42.27M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Jumps 65% Total revenue reached $102.5 M USD in 2025, marking a 65% increase driven by Ipsen and Astellas milestone recognition.
Net Loss Decreases Net loss narrowed to $(191.1) M USD in 2025, down 16% from $(227.5) M USD in 2024, despite restructuring costs.
R&D Spending Reduced Research and development expenses fell 34% to $166.4 M USD in 2025 following strategic reprioritization and workforce reduction.
STRO-004 Clinical Progress Phase 1 trial for lead candidate STRO-004 initiated in Q4 2025; initial data expected mid-2026 from solid tumor study.

リスク要因

History of Significant Losses Company reports substantial accumulated deficit of $(978.0) M USD; profitability remains uncertain for the foreseeable future.
Funding Needs Remain High Substantial additional capital required to advance pipeline; difficulty accessing capital on reasonable terms poses delay risk.
Platform Novelty Risk Therapeutic approach based on novel XpressCF platforms is unproven; product candidates may fail clinical development or regulatory review.
Manufacturing Exit Costs Ceased internal GMP operations in 2025, incurring $53.4 M USD in restructuring costs related to facility exit and luvelta deprioritization.

見通し

STRO-004 Data Mid-2026 Expect to report initial safety, PK, and preliminary anti-tumor activity data from STRO-004 Phase 1 trial in mid-2026.
Advance Preclinical Assets IND enabling activities underway for STRO-006; anticipate filing IND for STRO-227 in late 2026 or early 2027.
Strategic Partnership Focus Intend to selectively pursue additional collaborations to broaden platform reach while retaining key development rights.
Operating Expense Reduction Expect reduction in R&D and G&A expenses longer term due to strategic reprioritization efforts completed in 2025.

同業比較

売上高 (TTM)

STRO stock ticker logoSTRO
$99.61M
+49.9%
MGX stock ticker logoMGX
$22.33M
-50.7%
PLRX stock ticker logoPLRX
$0.00
+0.0%

粗利益率 (最新四半期)

MGX stock ticker logoMGX
100.0%
-15.3pp
STRO stock ticker logoSTRO
91.2%
+0.0pp
PLRX stock ticker logoPLRX
0.0%
+0.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
STRO$278.70M-0.0192.8%5.6%
PLRX$69.97M-0.6-59.1%14.2%
MGX$45.18M-0.5-51.2%19.9%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-38.9%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし