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Alector, Inc.

Alector, Inc.

NASDAQ•ALEC
CEO: Dr. Arnon Rosenthal Ph.D.
セクター: Healthcare
業種: Biotechnology
上場日: 2019-02-07
Alector, Inc., a clinical stage biopharmaceutical company, develops therapies for the treatment of neurodegeneration diseases. Its products include AL001, an immune activity in the brain with genetic links to multiple neurodegenerative disorders, which is in Phase III clinical trial for the treatment of frontotemporal dementia, Alzheimer's, Parkinson's, and amyotrophic lateral sclerosis diseases; and AL101 that is in Phase I clinical trial for the treatment of neurodegenerative diseases, including Alzheimer's and Parkinson's diseases. The company also offers AL002, a product candidate that is in Phase II clinical trial for the treatment of Alzheimer's disease. Alector, Inc. has a collaboration agreement with Adimab, LLC for the research and development of antibodies; and a strategic collaboration agreement with GlaxoSmithKline plc for the development and commercialization of monoclonal antibodies, such as AL001 and AL101 to treat neurodegenerative diseases. The company was founded in 2013 and is headquartered in South San Francisco, California.
連絡先情報
131 Oyster Point Boulevard, Suite 600, South San Francisco, CA, 94080, United States
415-231-5660
www.alector.com
時価総額
$207.39M
PER (TTM)
-1.8
33.3
配当利回り
--
52週高値
$3.40
52週安値
$0.87
52週レンジ
41%
順位40Top 42.0%
4.1
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
堅調 • 4.1 / 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

$3.26M-78.75%
直近4四半期の推移

EPS

-$0.34-22.73%
直近4四半期の推移

フリーCF

-$32.52M-36.16%
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

Net Loss Significantly Reduced Nine-month net loss narrowed $11.31 M to $105.66 M, driven by lower operating expenses year-over-year.
Operating Expenses Decline Total operating expenses fell $52.82 M to $131.25 M for nine months, primarily due to R&D cost reductions.
Strong Liquidity Position Maintained Cash, cash equivalents, and marketable securities totaled $291.11 M as of September 30, 2025, supporting runway into 2027.
Collaboration Revenue Decreased Nine-month collaboration revenue dropped $31.51 M to $14.81 M, reflecting satisfaction of prior performance obligations.

リスク要因

Key Drug Trial Endpoints Missed Latozinemab Phase 3 trial failed co-primary endpoint; AL002 Phase 2 also failed, leading to discontinuation of programs.
Significant Workforce Reductions Two workforce reductions, including 47% cut post-trial, incurred $2.2 M restructuring costs year-to-date.
Continued High Net Losses Accumulated deficit reached $934.79 M; anticipates incurring substantial net losses for the foreseeable future.
Reliance on Third Parties Heavy dependence on CDMOs and CROs for manufacturing and trials introduces risks of delays or quality failures.

見通し

Focus on Remaining Pipeline Resources now focused on advancing Nivisnebart, AL137 (IND targeting 2026), and AL050 (IND targeting 2027).
Substantial Future Funding Required Expect substantial expense increases; substantial additional funding necessary to fund R&D through commercialization efforts.
Advance ABC Technology Platform Continue to invest in proprietary ABC technology for enhanced blood-brain barrier penetration across remaining programs.
New Restructuring Charges Expected October 2025 workforce reduction expected to incur incremental restructuring charges totaling approximately $7.5 million.

同業比較

売上高 (TTM)

Alector, Inc.ALEC
$69.05M
+12.3%
scPharmaceuticals Inc.SCPH
$49.97M
+107.8%
Voyager Therapeutics, Inc.VYGR
$31.32M
-80.9%

粗利益率 (最新四半期)

Voyager Therapeutics, Inc.VYGR
100.0%
+0.0pp
Alector, Inc.ALEC
100.0%
+0.0pp
Applied Therapeutics, Inc.APLT
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
CAPR$1.08B-13.2-71.0%11.5%
ANNX$620.70M-3.7-92.3%11.8%
PEPG$466.80M-2.4-84.1%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
-60.8%
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2月25日
|
EPS:-$0.39
|
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: $3.26M-78.8%
    |
    EPS: $-0.34-22.7%
    予想通り

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $7.87M-47.8%
    |
    EPS: $-0.30-25.0%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月8日|
    売上高: $3.67M-76.9%
    |
    EPS: $-0.41+7.9%
    予想通り

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月26日|
    売上高: $100.56M+3.6%
    |
    EPS: $-1.23+21.2%
    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6日|
    売上高: $15.34M+68.4%
    |
    EPS: $-0.44-17.0%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月7日|
    売上高: $15.08M-73.2%
    |
    EPS: $-0.40-2524.2%
    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8日|
    売上高: $15.89M-4.0%
    |
    EPS: $-0.38-30.9%
    予想を上回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月27日|
    売上高: $97.06M-27.4%
    |
    EPS: $-1.56+3.7%
    予想を下回る