MeiraGTx Holdings plc

NASDAQ•MGTX

CEO: Dr. Alexandria Forbes Ph.D.

セクター: Healthcare

業種: Biotechnology

上場日: 2018-06-08

MeiraGTx Holdings plc, a clinical stage gene therapy company, focusing on developing treatments for patients with serious diseases. The company develops various therapies for ocular diseases, including inherited retinal diseases and large degenerative ocular diseases, neurodegenerative diseases, and xerostomia. Its programs in clinical development include Phase I/II clinical stage programs in achromatopsia, X-linked retinitis pigmentosa, and RPE65-deficiency; Phase I clinical trials for radiation-induced xerostomia; and Parkinson's program that has completed a Phase II trial. It has a research collaboration agreement with Janssen Pharmaceuticals, Inc. for the research, development, and commercialization of gene therapies for the treatment of inherited retinal disease. The company was incorporated in 2015 and is based in New York, New York.

連絡先情報

450 East 29th Street, 14th Floor, New York, NY, 10016, United States

646-860-7985

meiragtx.com

時価総額

$916.27M

PER (TTM)

-8.0

配当利回り

52週高値

$11.85

52週安値

$4.55

52週レンジ

92%

順位67Top 97.6%

1.4

F-Score

改良版 Piotroski 分析

9年ファンダメンタル

弱い • 1.4 / 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

Q4 2025 データ

売上高

$75.36M+0.00%

直近4四半期の推移

EPS

$0.19+0.00%

直近4四半期の推移

フリーCF

$39.86M+0.00%

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

Hologen Strategic Collaboration Closed Received $28.0M deposit from Hologen; joint venture established for AAV-GAD Parkinson's program development.

Lilly Ophthalmology Deal Signed Secured exclusive worldwide rights for AAV-AIPL1; eligible for $75.0M upfront payment plus $400.0M milestones.

Service Revenue Significantly Decreased Nine-month service revenue fell $5.9M to $6.0M USD as PPQ services under Asset Purchase Agreement substantially completed.

RMAT Designations Secured Received FDA RMAT designation for AAV-hAQP1 (xerostomia) and AAV-GAD (Parkinson's), potentially accelerating review timelines.

リスク要因

Persistent Operating Losses Incurred Accumulated deficit reached $831.3M USD as of September 30, 2025; expects substantial losses for foreseeable future.

Future Capital Requirements High Requires substantial additional financing for development; failure to raise capital risks delaying or eliminating key research and development programs.

Gene Therapy Regulatory Uncertainty Novel gene therapy platform faces uncertain regulatory landscape; predicting development time and cost remains difficult.

Manufacturing Capacity Constraints Reliance on third-party plasmid suppliers and internal facilities carries risk of delays or inability to meet regulatory requirements or commercial scale.

見通し

Advance AAV-GAD Phase 3 Study Engaging global sites to initiate Phase 3 study for AAV-GAD Parkinson's treatment in the coming months following RMAT designation.

AAV-hAQP1 Pivotal Data Expected Phase 2 AQUAx2 study enrolling final cohorts; potential pivotal data readout supporting BLA filing targeted for early 2027.

Expand Riboswitch Platform Into Clinic Progressing first riboswitch program (human leptin) into clinic; demonstrated dose-response efficacy in mouse models over one year.

Cash Runway Extended to 2027 Estimated cash sufficient to fund operations into second half of 2027, supported by Lilly and Hologen funding milestones.

同業比較

売上高 (TTM)

IOVA

$263.50M

+60.6%

ARVN

$262.60M

-0.3%

RGNX

$170.44M

+104.5%

粗利益率 (最新四半期)

IOVA

215.9%

+65.9pp

DNA

124.4%

-21.7pp

ATXS

100.0%

+0.0pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
ERAS	$5.66B	-41.4	-34.5%	11.9%
KOD	$2.22B	-9.7	-255.4%	16.8%
NRIX	$1.47B	-6.3	-64.2%	9.2%

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

239.5%

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

25%

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5月7日

EPS:-$0.57

売上高:$3.80M

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