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Sutro Biopharma, Inc.

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
$137.67M
PER (TTM)
-0.6
34.3
配当利回り
--
52週高値
$19.50
52週安値
$5.20
52週レンジ
77%
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

Q3 2025 データ

売上高

$9.69M+13.77%
直近4四半期の推移

EPS

-$6.70+13.56%
直近4四半期の推移

フリーCF

-$38.44M-41.17%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Months Revenue Surge Nine months revenue $90.8M USD, increased 92% versus $47.2M USD last year due to collaboration milestones.
Operational Loss Significantly Reduced Nine months loss from operations $120.3M USD, improved 31% versus $173.2M USD following strategic reprioritization.
R&D Spending Decreased Nine months R&D expense $129.8M USD, decreased 28% from $181.0M following workforce restructuring actions taken.
STRO-004 Clinical Advancement Highest priority STRO-004 achieved IND clearance Q4 2025; clinical development initiation planned before year-end 2025.

リスク要因

Liquidity Requires Additional Capital Unrestricted cash $167.6M USD supports 12 months operations; substantial additional financing required for future development activities.
Nasdaq Minimum Bid Price Risk Received Nasdaq non-compliance notice for minimum bid price; must regain $1.00 compliance by December 17, 2025 deadline.
Major Workforce Reduction Impact Combined 2025 restructuring plans resulted in workforce reduction by approximately two-thirds; impacts operations and resource allocation.
Ipsen Collaboration Termination Ipsen terminated STRO-003 agreement August 2025, accelerating remaining deferred revenue recognition and impacting future cash.

見通し

Focus on STRO-004 Development Prioritize STRO-004 clinical development; IND clearance achieved Q4 2025 for TF-targeting ADC advancement.
Restructuring Completion Expected Restructuring Plans expected to be substantially completed by the first quarter of 2026, streamlining operating costs.
Exit GMP Manufacturing Facility Intend to exit internal GMP manufacturing facility by year-end 2025, relying fully on external manufacturing strategy.
STRO-006 IND Filing Planned IND enabling activities underway for STRO-006 targeting Integrinβ6; potential IND filing anticipated in second half of 2026.

同業比較

売上高 (TTM)

Sutro Biopharma, Inc.STRO
$105.65M
-34.4%
Metagenomi, Inc.MGX
$30.91M
-43.9%
Pliant Therapeutics, Inc.PLRX
$0.00
+0.0%

粗利益率 (最新四半期)

Sutro Biopharma, Inc.STRO
100.0%
+0.0pp
Metagenomi, Inc.MGX
84.7%
-15.3pp
Pliant Therapeutics, Inc.PLRX
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$137.67M-0.6862.0%8.4%
PLRX$68.21M-0.4-71.5%21.6%
MGX$54.82M-0.6-43.2%16.8%

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
-13.2%
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

次回決算:2026年3月12日
|
EPS:-$4.66
|
売上高:-
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $9.69M+13.8%
    |
    EPS: $-6.70+13.6%
    予想を下回る