Tvardi Therapeutics, Inc., a clinical-stage biopharmaceutical company, engages in the development of novel, oral, and small molecule therapies targeting signal transducer and activator of transcription 3 (STAT3) to treat inflammatory and proliferative diseases with significant unmet need in the United States. The company's lead product candidates include TTI-101, which is in Phase 1b/2 clinical development stage for fibrosis-driven diseases with an initial focus on idiopathic pulmonary fibrosis (IPF), and hepatocellular carcinoma (HCC); and TTI-109, an oral, small molecule STAT3 inhibitor which is in Phase-1 clinical trial stage. Tvardi Therapeutics, Inc. was founded in 2017 and is based in Sugar Land, Texas.
Financial Outlook | Cash runway into 2026, but elevated R&D spending raises concerns. Analysts set price targets ranging from $1.00 to $10.00 |
R&D Progress | KOURAGE 1 Phase 3 trial results expected Q2 2024, potentially accelerating the 2027 launch timeline and 50% probability of approval estimate |
Market Opportunity | Analysts project peak sales of $630 million by 2035 for oral DFK in NP, with limited competition providing potential first-mover advantage |
Strategic Pivot | Cara Therapeutics narrows focus to oral difelikefalin for notalgia paresthetica, aiming to capitalize on high unmet need and promising Phase 2 data |
Metrics to compare | TVRD | Sector Sector - Average of metrics from a broad group of related Healthcare sector companies | Relationship RelationshipTVRDPeersSector | |
|---|---|---|---|---|
P/E Ratio | −1.8x | −5.8x | −0.5x | |
PEG Ratio | −0.02 | 0.22 | 0.00 | |
Price / Book | 1.6x | 1.8x | 2.6x | |
Price / LTM Sales | - | 2.7x | 3.2x | |
Upside (Analyst Target) | 153.2% | 78.2% | 45.7% | |
Fair Value Upside | Unlock | 12.9% | 4.8% | Unlock |