89bio, Inc.

89bio, Inc.

ETNB·NASDAQ

$14.84

+0.0000%
HealthcareBiotechnology

89bio, Inc., a clinical-stage biopharmaceutical company, focuses on the development and commercialization of therapies for the treatment of liver and cardio-metabolic diseases. Its lead product candidate is pegozafermin, a glycoPEGylated analog of fibroblast growth factor 21 for the treatment of nonalcoholic steatohepatitis. The company also intends to develop pegozafermin for the treatment of severe hypertriglyceridemia. 89bio, Inc. was incorporated in 2018 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$2.20B
EPS-3.5100
P/E Ratio-2.23
Earnings Date11/06/2025

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -2.2).

Valuation inputs: P/E -2.2, earnings yield N/A, momentum 0.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -91.6%, ROIC -86.9%).

Profitability stack: net margin 0.0%, ROE -91.6%, ROIC -86.9%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +16.3%, momentum 0.0%, net margin 0.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

etnb

89bio, Inc. Market vs Earnings Trajectory

ETNB · NASDAQ
Current Price
$14.84
EPS (TTM)
$-3.61

Performance Analysis

Price-EPS Relationship

Stock Price Change

+47.5%

Over the 1Y period, stock price has increased by 47.5%.

P/E Ratio (TTM)

-2.2x

Relatively low P/E may indicate undervaluation or lower growth expectations.

89bio, Inc.

89bio, Inc. Fair Value Envelope

ETNB · NASDAQ

Our analysis suggests that ETNB has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $14.84, this represents a potential HIDDEN relative to our calculated worth for 89bio, Inc..

Intrinsic Value
Current Price: $14.84
3Y-22.0%
5Y-35.0%
10Y-1.0%

No Revenue Data

ETNB has not reported any revenue values in the available annual periods.

3Y+307.0%
5Y+539.0%
10Y+2169.0%
3Y+379.0%
5Y+1345.0%
10Y+2850.0%
3Y+379.0%
5Y+1337.0%
10Y+2841.0%
3Y+195.0%
5Y+401.0%
10Y+4110.0%
89bio, Inc.

89bio, Inc. Profit Bridge

ETNB · NASDAQ
Revenue0.00
Cost of Goods Sold (38.00K)
Gross Profit-38.00K
Operating Expenses (384.66M)
Operating Income-384.66M
Interest Expense (3.79M)
Other Income/Expense18.27M
Pretax Income-366.39M
Income Tax (692.00K)
Net Income-367.08M
Net Income
-367.08M

Profitability Analysis

No Gross Profit Margin Data

ETNB has not reported any gross profit margin values in the available annual periods.

No Operating Profit Margin Data

ETNB has not reported any operating profit margin values in the available annual periods.

No Net Profit Margin Data

ETNB has not reported any net profit margin values in the available annual periods.

-91.59%
Return on Equity
245%
3Y+28.0%
5Y+43.0%
10Y-191.0%
-76.68%
Return on Assets
222%
3Y+38.0%
5Y+28.0%
10Y-46.0%
-86.94%
Return on Invested Capital
217%
3Y+41.0%
5Y+192.0%
10Y-50.0%
ETNB

89bio, Inc. Cash Conversion Engine

ETNB · NASDAQ
Net Income-367.08M
Depreciation & Amortization-9.14M
Stock-Based Compensation20.63M
Change in Working Capital-14.53M
Others2.29M
Capital Expenditures-15.00K
Free Cash Flow-367.84M

Cash Flow Quality Analysis

FCF Conversion Rate

100.2%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

-0.0%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-184.7%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$14.53M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

etnb

89bio, Inc. Funding & Solvency Profile

ETNB · NASDAQ
Cash & Cash Equivalents129.08M
Net Receivables0.00
Inventory0.00
Other Current Assets0.00
Total Current Assets602 M
Property, Plant & Equipment1.33M
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets632.00K
Total Non-Current Assets2 M
Total Assets
603.49M

Financial Health Analysis

Current Ratio

15.19x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.16x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

562 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

100% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

etnb

89bio, Inc. Street Expectations Map

ETNB · NASDAQ

Wall Street analysts project that ETNB stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 14.50, with estimates ranging from a low of 14.50 to a high of 14.50.

Lowest Target
14.50
-2.29%
Consensus Target
14.50
-2.29%
Highest Target
14.50
-2.29%

The consensus 1-year price target stands at 14.50, with estimates ranging from a low of 14.50 to a high of 14.50.

Analyst Consensus Analysis

Upside Potential

-2.3%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

etnb

89bio, Inc. Insider Positioning

ETNB · NASDAQ

During the last 12 months, insiders have sold $4.98M worth of ETNB shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

335.4K

4.86M

Net Activity

-4.9M

-$4.86M

9-12 Months

Bought

0

0.00

Sold

10.5K

115.28K

Net Activity

-115K

-$115K

Top Buyers

No buying activity

Top Sellers

1
RCML

Ra Capital Management, L.P.

Director, 10 Percent Owner:

335.4K shares1 transactions

$4.86M

2
LQ

Le-Nguyen Quoc

Officer: See Remarks

10.5K shares1 transactions

$115K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.98M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.00%
Dividend Yield
3Y-
5Y-
10Y-
 

etnb Dividend History

ETNB
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%