Altimmune, Inc.
ALT 6Price and target zones价格与目标区间
In the buy zone在买入区间内
What the company does公司做什么
Altimmune, Inc., a late clinical stage biopharmaceutical company, focuses on developing novel therapies for serious liver diseases. Its lead product candidate is pemvidutide, a GLP-1/glucagon dual receptor agonist, which is in Phase 3 clinical trial for the treatment of metabolic dysfunction-associated steatohepatitis, alcohol use disorder, and alcohol-associated liver disease.
Read the full description查看完整介绍
Altimmune, Inc., a late clinical stage biopharmaceutical company, focuses on developing novel therapies for serious liver diseases. Its lead product candidate is pemvidutide, a GLP-1/glucagon dual receptor agonist, which is in Phase 3 clinical trial for the treatment of metabolic dysfunction-associated steatohepatitis, alcohol use disorder, and alcohol-associated liver disease. The company was founded in 1997 and is headquartered in Gaithersburg, Maryland.
Company facts公司资料
- Founded成立时间
- 1997
- Headquarters总部
- Gaithersburg, Maryland
- Employees员工人数
- 57
- Industry行业
- Biotechnology
- Country国家
- United States
Investment thesis投资逻辑 from the watchlist来自关注列表
🎲 ANALYZED 8/20 — WATCH. Archetype HYBRID — turnaround shell, startup mechanics. Clinical-stage: the thesis is pemvidutide (GLP-1/glucagon dual agonist) across MASH, alcohol-use disorder and ALD. FV $2.50-6.00 — a range that wide is the thesis: this prices as a binary, not a multiple. Entry $2.60-3.10. Trim on Phase 3 outcome, not on a multiple. ⏳ Recheck 11/15. Triggers: AUD End-of-Phase-2 FDA meeting outcome Phase 3 design and funding decision a partnership on pemvidutide RESTORE ALD topline 2H 2027 PERFORMA MASH 52-week readout 2029.
Red flags
- The funding decision is the real risk — a Phase 3 without a partner means dilution at whatever price the market sets
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- -29%
Competitive advantages竞争优势 from the thesis and the reports来自投资逻辑和报告
- First mover with Fast Track and FDA-recognized registrational endpoints in an indication with essentially no modern competition is a genuine moat-in-the-making.
- Under analysis_notes.md §5, for a pre-revenue clinical name, Sentiment and Moat outweigh static valuation — and here Sentiment (verified insider buying) and Fundamentals (unassailable near-term balance sheet) both point the same way, while Moat points the other.