89bio, Inc.

NASDAQ•ETNB

CEO: Mr. Rohan Palekar

セクター: Healthcare

業種: Biotechnology

上場日: 2019-11-11

89bio, Inc., a clinical-stage biopharmaceutical company, focuses on the development and commercialization of therapies for the treatment of liver and cardio-metabolic diseases. Its lead product candidate is pegozafermin, a glycoPEGylated analog of fibroblast growth factor 21 for the treatment of nonalcoholic steatohepatitis; and for the treatment of severe hypertriglyceridemia. The company was incorporated in 2018 and is headquartered in San Francisco, California.

連絡先情報

142 Sansome Street, Second Floor, San Francisco, CA, 94104, United States

415-432-9270

www.89bio.com

時価総額

$2.20B

PER (TTM)

-5.2

19.7

配当利回り

52週高値

$15.06

52週安値

$4.16

52週レンジ

98%

順位70Top 99.2%

1.1

F-Score

改良版 Piotroski 分析

7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: 2019-2025

財務ダッシュボード

Q2 2025 データ

売上高

$0.00+0.00%

直近4四半期の推移

EPS

-$0.71+47.92%

直近4四半期の推移

フリーCF

-$100.43M+64.19%

直近4四半期の推移

2025 Q2 決算ハイライト

主なハイライト

R&D Spending Rises Sharply Research and development expenses 168.3M USD for six months, up 82.4%, reflecting progression of Phase 3 ENLIGHTEN clinical trials.

Substantial Capital Raise Completed Net cash provided by financing 289.6M USD for six months, driven by 269.9M USD public offering and ATM sales.

Liquidity Position Strengthened Cash, equivalents, marketable securities 561.2M USD as of June 30, 2025, expected to fund operations for at least one year.

リスク要因

Operating Losses Accelerate Significantly Net loss 182.8M USD for six months, up 83.4%; accumulated deficit reached 1.007B USD, requiring substantial future capital.

Clinical Trial Enrollment Challenges ENLIGHTEN-Fibrosis trial experiencing higher screen failures, potentially delaying expected topline histology data reporting timeline.

Israeli Tax Liability Risk Formal assessment order received from ITA asserting $26.0M tax liability plus $3.9M penalties; ultimate resolution uncertain.

見通し

SHTG Topline Data Expected Q1 2026 Expect to report topline data from the ENTRUST Phase 3 SHTG trial in the first quarter of 2026, following study completion.

MASH Phase 3 Data Milestones ENLIGHTEN-Fibrosis histology topline data anticipated H1 2027; ENLIGHTEN-Cirrhosis data expected in 2028 for F4 patients.

ATM Facility Remaining Capacity Approximately $82.8M remains available for future common stock sales under the 2023 ATM Facility for liquidity management.

同業比較

売上高 (TTM)

GLPG

$1.26B

+303.5%

TVTX

$490.73M

+110.5%

RCUS

$247.00M

-4.3%

粗利益率 (最新四半期)

AGIO

96.9%

-4.3pp

BEAM

95.0%

-471.3pp

LQDA

94.2%

+29.3pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
IBRX	$9.25B	-25.3	64.3%	175.0%
COGT	$6.01B	-7.6	-100.2%	27.0%
DNLI	$3.18B	-7.0	-50.1%	3.7%

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

N/M

売上高の変動が大きい

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

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