
Apellis Pharmaceuticals, Inc.
NASDAQ•APLS
CEO: Dr. Cedric Francois M.D., Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2017-11-09
Apellis Pharmaceuticals, Inc., a commercial-stage biopharmaceutical company, focuses on the discovery, development, and commercialization of therapeutic compounds through the inhibition of the complement system for autoimmune and inflammatory diseases. It offers EMPAVELI for the treatment of paroxysmal nocturnal hemoglobinuria, C3 glomerulopathy and immune complex membranoproliferative glomerulonephritis, and hematopoietic stem cell transplantation-associated thrombotic microangiopathy; and SYFOVRE for treating geographic atrophy secondary to age-related macular degeneration and geographic atrophy (GA). The company also develops APL-3007, a small interfering RNA, or siRNA, which is in a Phase 1 clinical trial, as well as an oral complement inhibitor that is in preclinical development. It has a collaboration and license agreement with Swedish Orphan Biovitrum AB (publ) for development and commercialization of pegcetacoplan; and a collaboration with Beam Therapeutics Inc. focused on the use of Beam's base editing technology to discover new treatments for complement-driven diseases. The company was incorporated in 2009 and is based in Waltham, Massachusetts.
連絡先情報
時価総額
$2.79B
PER (TTM)
61.8
33.3
配当利回り
--
52週高値
$30.48
52週安値
$16.10
52週レンジ
順位61Top 91.5%
2.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2 / 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: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$458.58M+132.98%
直近4四半期の推移
EPS
$1.71-471.74%
直近4四半期の推移
フリーCF
$108.32M+217.69%
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
Q3 Revenue Surges 133% Total revenue reached $458.6M for the quarter, driven by $275.0M Sobi upfront payment recognized in licensing revenue.
Net Income Swing Positive Achieved $215.7M net income for Q3 2025, reversing prior year's $57.4M net loss significantly due to revenue recognition.
SYFOVRE/EMPAVELI Sales Nine-month product revenue totaled $499.0M; SYFOVRE sales declined 4% due to increased rebates impacting overall performance.
R&D Spending Decreases Nine-month R&D expenses fell 12% to $221.6M, reflecting lower program-specific external costs across several indications.
リスク要因
Future Funding Requirements Funding needs remain uncertain due to high commercialization costs for EMPAVELI and SYFOVRE; external capital may be required.
SYFOVRE Sales Pressure Product revenue declined 4% year-to-date, facing competitive pressure from oral products and increased rebate utilization.
Credit Facility Covenants Subject to financial covenants, including maintaining $50.0M liquidity if market capitalization falls below $3.0B threshold.
Litigation Uncertainty Continues Securities class action appeal awaits decision; potential liability from ongoing legal claims related to SYFOVRE remains undetermined.
見通し
EMPAVELI Pipeline Expansion Plan to initiate two pivotal trials for EMPAVELI by year-end 2025 targeting FSGS and delayed graft function indications.
Cash Sufficient Twelve Months Current cash position plus anticipated sales expected to fund operations and capital expenditures for at least the next twelve months.
Royalty Agreement Modification Sobi Royalty Agreement reduces royalties by 90% effective July 2025, subject to defined performance-based caps achievement.
New Beam Collaboration Progress Preclinical studies commenced for FcRn gene editing treatment; potential milestones up to $383.8M payable to Beam.
同業比較
売上高 (TTM)
APLS$1.02B
$908.96M
RARE$630.60M
粗利益率 (最新四半期)
IDYA99.5%
APLS94.7%
AGIO87.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CDTX | $5.61B | -18.6 | -60.1% | 0.4% |
| IMVT | $5.22B | -10.0 | -65.8% | 0.0% |
| SRRK | $4.76B | -15.0 | -122.0% | 26.7% |
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
29.2%
高成長
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
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年2月24日
EPS:-$0.39
|売上高:$199.28M
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10月30日|売上高: $458.58M+133.0%|EPS: $1.71-471.7%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月31日|売上高: $178.49M-10.6%|EPS: $-0.33+10.0%予想通りForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月7日|売上高: $166.80M-3.2%|EPS: $-0.74+37.0%予想を下回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月28日|売上高: $781.37M+97.0%|EPS: $-1.60+64.0%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月5日|売上高: $196.83M+78.3%|EPS: $-0.46-60.7%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月1日|売上高: $199.69M+110.3%|EPS: $-0.30-70.6%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月7日|売上高: $172.33M+284.3%|EPS: $-0.54-65.4%予想を下回るForm 10-K/A - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月29日|売上高: $396.59M+425.8%|EPS: $-4.45+27.6%予想を下回る