Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SGMT
SELLREMOVESagimet Biosciences Inc. · Healthcare · United States · $449M · Avg Vol: $5M/d
Sagimet Biosciences is a clinical-stage biotech developing denifanstat for MASH. It is a binary clinical trial play that lacks the structural, high-utilization manufacturing moat of a CDMO.
COMPANY DESCRIPTION
Sagimet Biosciences Inc. is a clinical-stage biotechnology company focused on developing novel therapeutics for metabolic diseases. The company's lead product candidate targets fatty acid synthase (FASN) for the treatment of metabolic dysfunction-associated steatohepatitis (MASH). Sagimet operates in the highly competitive pharmaceutical industry, aiming to carve out a niche with its differentiated approach to fatty acid metabolism for liver disease and other conditions.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 0 | 2M | 0 | 0 | — |
| EPS | -1.10 | -1.38 | -2.66 | -1.45 | — | — |
| Shares | — | 22M | 23M | 32M | 33M | +46.7% |
| Debt | — | 211,000 | 65,000 | 78,000 | 78,000 | -28.2% |
| Equity | — | -187M | 91M | 156M | 111M | 10.6% |
| Op CF | — | -24M | -24M | -42M | -46M | — |
| Inv CF | — | -32M | 13M | -62M | 5M | — |
| Fin CF | — | -73,000 | 86M | 105M | 275,000 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of SGMT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SGMT | Sagimet Biosciences Inc.(you) | $449M | 27 | SELL |
| STTK | Shattuck Labs, Inc. | $458M | 30 | SELL |
| GLSI | Greenwich LifeSciences, Inc. | $402M | 28 | SELL |
| FDMT | 4D Molecular Therapeutics, Inc. | $469M | 30 | SELL |
| ENTA | Enanta Pharmaceuticals, Inc. | $385M | 28 | SELL |
| BNTC | Benitec Biopharma Inc. | $397M | 29 | SELL |
| KYTX | Kyverna Therapeutics, Inc. | $526M | 24 | SELL |
| LRMR | Larimar Therapeutics, Inc. | $363M | 23 | SELL |
| ACHV | Achieve Life Sciences, Inc. | $544M | 31 | SELL |
| PRTC.L | PureTech Health plc | $455M | 35 | SELL |
Peer medians: ROE -21.9% · P/E 25.1x · Gross margin 44.3%