SLDBNasdaqBiological Products, (No Diagnostic Substances)US GAAP · USD

Solid Biosciences Inc.

Solid Biosciences Inc. is a U.S.-based biopharmaceutical company focused on developing gene therapies and related technologies for rare neuromuscular and cardiac diseases. Its pipeline includes candidates such as SGT-003, SGT-212, SGT-501, and SGT-002, supported by preclinical, clinical, manufacturing, and regulatory activities.

Kysy yhtiöstä
Liikevoitto (EBIT)−179milj. USD
−38,1 %v/v
Nettotulos−174milj. USD
−39,8 %v/v
Vapaa kassavirta−157milj. USD
−56,4 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−200−150−100−50050milj. USD2020: 0,00 milj. USD2020: EBIT −88 milj. USD20202021: 14 milj. USD2021: EBIT −72 milj. USD20212022: 8,1 milj. USD2022: EBIT −106 milj. USD20222023: EBIT −104 milj. USD20232024: EBIT −130 milj. USD20242025: EBIT −179 milj. USD2025−179
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Solid Biosciences Inc.

Liiketoiminta

Osuus liikevaihdosta
Duchenne gene therapy programs40 %

Development of gene therapy candidates aimed at Duchenne muscular dystrophy.

Cardiac gene therapy programs25 %

Programs targeting CPVT and other inherited cardiomyopathies.

Preclinical and clinical development20 %

Discovery, laboratory testing, and clinical trial execution for pipeline candidates.

Manufacturing and CMC support10 %

Third-party manufacturing, process scale-up, and drug product supply for studies.

Adjacent technologies and assays5 %

Supporting technologies used to advance research and development programs.

Asiakkaat

Solid Biosciences primarily serves patients through the development of therapies for rare genetic diseases, with eventual commercialization aimed at specialty prescribers and treatment centers. In the development stage, its direct counterparties are regulators, clinical investigators, CROs, CDMOs, and potential collaboration partners rather than traditional commercial customers. Any future buyers of approved products would likely be hospitals, specialty clinics, and payers covering high-cost rare-disease therapies.

Rare disease patients

Patients with Duchenne muscular dystrophy, CPVT, and other inherited disorders targeted by the pipeline.

Specialty physicians and treatment centers

Neuromuscular and cardiac specialists who would administer or refer patients for approved therapies.

Clinical trial ecosystem

CROs, investigators, and trial sites that conduct preclinical and clinical studies for the company.

Potential commercial payers

Insurers and health systems that would reimburse future approved gene therapies.

Strategic collaborators

Licensing and collaboration partners that may fund or support development and commercialization.

Strategia

The company’s strategy is to advance its gene therapy pipeline through research, clinical trials, and regulatory interactions while building the manufacturing and quality infrastructure needed for later commercialization. It also seeks to expand its portfolio through additional candidates, technologies, collaborations, and in-licensing opportunities.

Advance lead gene therapy candidates through clinical developmentLyhyt aikaväli

Clinical proof-of-concept is the main value driver for a pre-commercial biotech.

Strengthen manufacturing and supply chain capabilitiesLyhyt aikaväli

Gene therapies require reliable cGMP manufacturing and scalable supply for trials and launch.

Expand pipeline and technology baseKeskipitkä aikaväli

Broader programs can diversify scientific risk and create partnering opportunities.

Prepare for eventual commercializationKeskipitkä aikaväli

Approved gene therapies require sales, marketing, distribution, and market-access capabilities.

Maantiede

Solid Biosciences is headquartered in the United States and conducts most of its development, regulatory, and corporate activities from there. Its operating model depends on a network of third-party manufacturers and research partners, which may be located outside the U.S. as programs advance. Geography matters mainly through U.S. FDA oversight, access to clinical trial sites, and supply-chain dependence on specialized manufacturing capacity.

Riskit

Solid Biosciences faces the typical risks of a clinical-stage biotech: uncertain trial outcomes, regulatory delays, and the possibility that its candidates never reach approval or commercialization. It also depends heavily on third-party manufacturers and external funding, so supply disruptions or capital shortfalls could materially slow development.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Clinical development failure1Manufacturing and quality risk4Regulatory delay or rejection2Financing risk3Competitive pressure5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Clinical development failureVaikutus: KriittinenTodennäköisyys: Kohtalainen

    Pipeline value depends on successful trial results and acceptable safety/efficacy.

    KohdistuuINSPIRE DUCHENNESGT-212SGT-501SGT-003
  2. Regulatory delay or rejectionVaikutus: KorkeaTodennäköisyys: Korkea

    Gene therapies require extensive FDA review and may need extra studies or holds lifted.

    Kohdistuu: Marketing approvals and clinical trial authorizations

  3. Financing riskVaikutus: KorkeaTodennäköisyys: Korkea

    The business expects continued losses and may need additional capital to fund operations.

    KohdistuuEquityDebtLicensingOr collaboration funding
  4. Manufacturing and quality riskVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company relies on third-party manufacturers for cGMP supply and scale-up.

    Kohdistuu: CDMO production of clinical and future commercial material

  5. Competitive pressureVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Larger biopharma and other gene therapy developers may reach market first or with better data.

    KohdistuuDuchenneCPVTOther cardiomyopathy programs
Kysy Clarifolta: Solid Biosciences Inc.

Kirjanpito

Harkinnanvaraiset erät
Accrued research and development expenses

Trial, CRO, and CDMO costs are recognized based on estimates before invoices are received.

Vaikutus: Can shift quarterly operating expense timing

Equity-based compensation

Personnel costs include stock-based awards across R&D and G&A functions.

Vaikutus: Affects reported operating loss without immediate cash outflow

Derivative liabilities

Certain financing instruments may be marked to fair value each period.

Vaikutus: Can add volatility to other income/expense

Clinical and manufacturing accruals

Third-party trial and cGMP manufacturing costs depend on activity timing and estimates.

Vaikutus: Can materially affect period-to-period comparability

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

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Päivitetty: 24.9.2026

Solid Biosciences Inc. (Nasdaq) – Biological Products, (No Diagnostic Subs | Analyysi – Clarifo