The recent sale of Arcus Biosciences shares by the COO and the lack of insider buying over the last year raises caution. The level of insider ownership indicates some alignment between management and smaller shareholders, but it's not particularly high.
Despite a moderate P/S ratio, the company's revenue growth lags behind others, potentially problematic if the trend persists. Muted future growth estimates compared to the industry could lead to disappointment if the P/S aligns with the growth outlook.
Arcus Biosciences' cash runway is promising despite a significant drop in revenue. However, shareholders may face costly dilution if the company sells shares to cover another year's operations. The falling revenue is concerning for the cash burning company.
Despite the weaker earnings outlook, the consensus price target suggests analysts do not anticipate a long-term impact on the company’s valuation. However, the downgrade of next year's forecast instills caution regarding Arcus Biosciences' future performance.
Arcus Biosciences' falling revenue is concerning despite its reassuring cash runway. Though the forecast of reaching breakeven soon is positive, the potential for share dilution due to further cash raising is a risk for shareholders.
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$アーセルクス(ACLX.US)$ : Anito-cel (Ph 2)
$アダプティミューン・セラピューティクス(ADAP.US)$ : Afami-cel (PDUFA) ⏳
$バイシクル・セラピューティクス(BCYC.US)$ : BT8009 (Ph 1/2)
$センテッサ・ファーマシューティカルズ(CNTA.US)$ : LB101 (Ph 1/2)
$デイ・ワン・バイオファーマシューティカルズ(DAWN.US)$ : Tovorafenib (PDUFA) (check comments for details)
$フェイト・セラピューティクス(FATE.US)$ : FT576 (Ph 1)
$フュージョン・ファーマシューティカルズ(FUSN.US)$ : FPI-2265 (Ph 2)
$GRCL: ...
2022前三季度营收增长1.8倍到0.8亿,营业利润亏损缩小至2.1亿,净利润亏损缩小至2亿,全年利润完全看第四季度的表现,目前很难评估其投资价值。
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