Sana Biotechnology (SANA) Valuation Check After J.P. Morgan Conference Cell Therapy Updates

Simply Wall St.01-17

Sana Biotechnology (SANA) used its appearance at the 44th Annual J.P. Morgan Healthcare Conference to share updated data on its UP421 cell therapy and pipeline programs SC451 and SG293, sharpening the...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2604991828?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114","is_english":true,"pubTime":"2026-01-17 00:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2604991828","market":"nz","top_or_hot":-1,"title":"Sana Biotechnology (SANA) Valuation Check After J.P. Morgan Conference Cell Therapy Updates","media":"Simply Wall St.","content":"<div>\n<p>Sana Biotechnology (SANA) used its appearance at the 44th Annual J.P. Morgan Healthcare Conference to share updated data on its UP421 cell therapy and pipeline programs SC451 and SG293, sharpening the...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-sana/sana-biotechnology/news/sana-biotechnology-sana-valuation-check-after-jp-morgan-conf\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sana Biotechnology (SANA) Valuation Check After J.P. Morgan Conference Cell Therapy Updates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSana Biotechnology (SANA) Valuation Check After J.P. Morgan Conference Cell Therapy Updates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-17 00:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-sana/sana-biotechnology/news/sana-biotechnology-sana-valuation-check-after-jp-morgan-conf><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sana Biotechnology (SANA) used its appearance at the 44th Annual J.P. Morgan Healthcare Conference to share updated data on its UP421 cell therapy and pipeline programs SC451 and SG293, sharpening the...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-sana/sana-biotechnology/news/sana-biotechnology-sana-valuation-check-after-jp-morgan-conf\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4139","symbol_name":"生物科技","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-sana/sana-biotechnology/news/sana-biotechnology-sana-valuation-check-after-jp-morgan-conf","article_id":"2604991828","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-sana/sana-biotechnology/news/sana-biotechnology-sana-valuation-check-after-jp-morgan-conf","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2604991828","pubTimestamp":1768581128,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Sana Biotechnology (SANA) used its appearance at the 44th Annual J.P. Morgan Healthcare Conference to share updated data on its UP421 cell therapy and pipeline programs SC451 and SG293, sharpening the story around its clinical progress.\nSee our latest analysis for Sana Biotechnology.\nThose conference updates land after a mixed stretch for the stock, with a 7 day share price return of 3.32% compared with a 30 day share price return decline of 6.60%. Meanwhile, the 1 year total shareholder...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4139":"生物科技","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4127":"投资银行业与经纪业","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SANA":"Sana Biotechnology, Inc.","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4504":"桥水持仓","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4588":"碎股","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1548497426.USD":"安联环球人工智能AT Acc","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4581":"高盛持仓","LU0106831901.USD":"贝莱德世界金融基金A2","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4534":"瑞士信贷持仓"},"translate_title":"摩根大通会议细胞疗法更新后Sana Biotechnology(SANA)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SANA":1.5},"content_text":"Sana Biotechnology (SANA) used its appearance at the 44th Annual J.P. Morgan Healthcare Conference to share updated data on its UP421 cell therapy and pipeline programs SC451 and SG293, sharpening the story around its clinical progress. See our latest analysis for Sana Biotechnology. Those conference updates land after a mixed stretch for the stock, with a 7 day share price return of 3.32% compared with a 30 day share price return decline of 6.60%. Meanwhile, the 1 year total shareholder return of 43.69% and 3 year total shareholder return of 11.72% suggest earlier buyers have, overall, been rewarded despite recent volatility. If Sana’s cell therapy progress has your attention, this could be a good moment to scan other opportunities in the sector through our curated list of healthcare stocks. With the stock at US$4.67 and analysts’ average target almost double that, combined with a long pipeline and no current revenue, you have to ask: is Sana underappreciated here, or is the market already banking on future growth? AdvertisementPrice-to-Book of 6.4x: Is It Justified? At a last close of US$4.67, Sana Biotechnology trades on a P/B of 6.4x, and that sits well above the US biotech industry average of 2.7x. P/B compares the market value of the equity to the accounting value of net assets, so for a pre revenue, loss making biotech like Sana it often acts as a shorthand for what investors are willing to pay today for the company’s platform, pipeline and intellectual property rather than current earnings. Here, the 6.4x P/B suggests the market is assigning a richer valuation than the sector average. This may reflect interest in Sana’s cell engineering platforms and early stage programs despite no revenue and a net loss of US$234.41m. The lack of a fair ratio estimate means there is no regression based anchor level the multiple could shift toward. That premium looks even clearer against peers, with Sana’s 6.4x P/B sitting more than double the US biotech industry average of 2.7x, although still below the peer group average of 9.9x where investors are paying even more for book value in similar names. See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-book of 6.4x (ABOUT RIGHT) However, there are clear risks here. These include continued net losses of US$234.41m and a full reliance on unproven clinical programs with no current revenue. Find out about the key risks to this Sana Biotechnology narrative.  Build Your Own Sana Biotechnology Narrative If you see the numbers differently or want to stress test your own view, you can pull the data together and shape a narrative that fits your thesis in just a few minutes, Do it your way. A great starting point for your Sana Biotechnology research is our analysis highlighting 1 key reward and 6 important warning signs that could impact your investment decision. Looking for more investment ideas? If Sana has sparked ideas, do not stop here. Broaden your watchlist now so you do not miss other pockets of potential hiding in plain sight.  Spot early stage opportunities by checking out these 3539 penny stocks with strong financials that pair smaller market caps with stronger financial profiles than you might expect. Ride the AI wave more thoughtfully by scanning these 24 AI penny stocks that connect artificial intelligence themes with companies that already have some fundamentals in place. Target value orientated setups by reviewing these 868 undervalued stocks based on cash flows where prices look low relative to estimated cash flow potential.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2604991828","isCrawlerRequest":true}