Acelyrin, Inc.

Health Care
Biotechnology: Pharmaceutical Preparations
www.acelyrin.com

Market Cap $420.51M
PE -2
Debt $NaN
Cash $216.87M
EV $NaN
FCF -$257.23M

Earnings

loading chart...

Sales & Net Margins

loading chart...

Earnings	-$264.41M
EBIT	-$335.66M
ROE	-50%
ROA	-54%
FCF	-$257.23M
Equity	$528.28M
Growth Stability	1
PE	-1.59
PB	0.8
P/FCF	-1.63
Price/Cash	0.52
Equity CAGR	-11%
Earnings Growth YoY	-42%

Earnings Growth QoQ	-43%
Equity CAGR 5Y	-11%
Equity CAGR 3Y	-11%
Market Cap	$420.51M
Assets	$618.31M
Cash	$216.87M
Shares Outstanding	98.94M
Working Capital	513.12M
Current Ratio	7.15
Shares Growth 3y	13%
Equity Growth QoQ	-7%
Equity Growth YoY	-28%

Assets & ROA

loading chart...

Stockholders Equity & ROE

loading chart...

Acelyrin, Inc., a clinical biopharma company, focuses on identifying, acquiring, and accelerating the development and commercialization of transformative medicines. The company's lead product candidate is izokibep, a small protein therapeutic designed to inhibit IL-17A with high potency, which is in Phase 3 clinical trials for use in the treatment of Hidradenitis Suppurativa, Psoriatic Arthritis, and uveitis, as well as in Phase 2 clinical trials for use in the treatment of Axial Spondyloarthritis. It is also developing lonigutamab, a humanized immunoglobulin G1 (IgG1) monoclonal antibody against insulin-like growth factor 1 receptor, which is in Phase 1 clinical trials for use in the treatment of thyroid eye disease; and SLRN-517, a fully human IgG1 monoclonal antibody targeting c-KIT, which is in preclinical stage for use in the treatment of chronic urticaria. The company was incorporated in 2020 and is headquartered in Agoura Hills, California.

SEC Filings

Direct access to Acelyrin, Inc. (SLRN) Annual Reports (10K) and Quarterly Reports (10Q) from the SEC website.

2024
- 10-Q Sep 30
- 10-Q Jun 30
- 10-Q Mar 31
2023
- 10-K Dec 31
- 10-Q Sep 30
- 10-Q Jun 30
- 10-Q Mar 31

Sector Comparison

How does Acelyrin, Inc. compare to its competitors?

Loading chart...

Peter Lynch's Chart

This chart shows the current pricing of Acelyrin, Inc. compared to its past. The addition of the earnings trend line provides further insights into the company's earnings power.

loading chart...

Acelyrin, Inc. Discounted Cash Flow

Fully customizable DCF calculator online for Acelyrin, Inc..

Years

Calculation mode

= -$2.6B

	0	1	2	3	4	5	6	7	8	9	10	TV
fcf	-$257M	-$257M	-$257M	-$257M	-$257M	-$257M	-$257M	-$257M	-$257M	-$257M	-$257M	-$2.6B
DCF		-$234M	-$213M	-$193M	-$176M	-$160M	-$145M	-$132M	-$120M	-$109M	-$99M	-$992M
Value	-$2.6B

Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years	12/2021	12/2022	12/2023	TTM
Net Margins	-	-	-	-
ROA	-	-22%	-57%	-54%
ROE	-	63%	-58%	-50%

Safety and Stability

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years	12/2021	12/2022	12/2023	TTM
Debt over FCF	-	-	-	-
Debt over Equity	-	-	-	-
Growth Stability	-	-	-	1

Neutral Debt/FCF ratio (-)

Net Margins are at a level that is not too high nor too low. They are not a competitive advantage but they are not a competitive disadvantage either.

Neutral Debt/Equity ratio (-)

The company has a balance between equity and debt that is not too good nor too bad.

Good Graham’s Stability (1)

The company has a good stability in its earnings, which is a sign of a good competitive advantage.

Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years	12/2021	12/2022	12/2023	CAGR 5Y
Revenue YoY growth	-	-	-	-
Earnings YoY growth	-	55%	489%	-
Equity YoY growth	-	145%	-738%	-11%
FCF YoY growth	-	1K%	180%	-