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1. Company Snapshot

1.a. Company Description

Sutro Biopharma, Inc.operates as clinical stage drug discovery, development, and manufacturing company.It focuses on creating protein therapeutics for cancer and autoimmune disorders through integrated cell-free protein synthesis and site-specific conjugation platform, XpressCF+.The company's product candidates include STRO-001, an antibody-drug conjugate (ADC) directed against the cancer target CD74 for patients with multiple myeloma and non-Hodgkin lymphoma that is in Phase 1 clinical trials; and STRO-002, an ADC directed against folate receptor-alpha for patients with ovarian and endometrial cancers, which is in Phase 1 clinical trials.


It has collaboration and license agreements with Merck Collaboration to develop research programs focusing on cytokine derivatives for cancer and autoimmune disorders; and Celgene Corporation to discover and develop bispecific antibodies and/or ADCs focused on the field of immuno-oncology.The company was formerly known as Fundamental Applied Biology, Inc.Sutro Biopharma, Inc.


was incorporated in 2003 and is headquartered in South San Francisco, California.

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1.b. Last Insights on STRO

Sutro Biopharma's recent performance was negatively impacted by a Q4 loss of $0.89 per share, exceeding the Zacks Consensus Estimate of a loss of $0.86. The company's earnings decline to $0.42 per share a year ago was a significant setback. Furthermore, the strategic portfolio review resulted in the deprioritization of luveltamab tazevibulin development, and the company is seeking a partner for this program. Additionally, the dose-optimization portion of the REFRαME-O1 trial in patients with platinum-resistant ovarian cancer showed inconsistent response rates, which may hinder the program's progress.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Sutro Biopharma, Inc. (STRO) Discusses Strategic Reset and Progress in Next-Generation ADC Pipeline and Platform Innovation Transcript

Nov -12

Source: seekingalpha.com

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Sutro Biopharma, Inc. (STRO) Reports Q3 Loss, Tops Revenue Estimates

Nov -07

Source: zacks.com

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Sutro Biopharma Reports Third Quarter 2025 Financial Results and Business Highlights

Nov -06

Source: globenewswire.com

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Sutro Biopharma to Host Virtual Research & Development Day on November 12, 2025

Nov -05

Source: globenewswire.com

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Sutro Biopharma Announces Participation at the 16th Annual World ADC Conference

Nov -03

Source: globenewswire.com

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Sutro Biopharma Announces Operational Restructuring Intended to Extend Cash Runway through Key Milestones

Sep -29

Source: globenewswire.com

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Sutro Biopharma, Inc. (STRO) Reports Q2 Loss, Beats Revenue Estimates

Aug -07

Source: zacks.com

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Sutro Biopharma Reports Second Quarter 2025 Financial Results and Business Highlights

Aug -07

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.93%)

6. Segments

Biopharmaceutical Products

Expected Growth: 10.93%

Sutro Biopharma's 10.93% growth in biopharmaceutical products is driven by increasing demand for cancer treatments, strategic partnerships, and advancements in cell-free protein synthesis technology. The company's focus on developing novel oncology therapeutics, combined with its strong pipeline and collaborations with major pharmaceutical companies, contributes to its rapid growth.

7. Detailed Products

STRO-001

A novel, potentially best-in-class, antibody-drug conjugate (ADC) targeting CD74, a protein highly expressed on multiple myeloma cells.

STRO-002

A novel, potentially best-in-class, ADC targeting FolRα, a protein highly expressed on ovarian and endometrial cancer cells.

Xtend™

A cell-free protein synthesis platform that enables rapid and efficient production of proteins, including antibodies and vaccines.

Vaxiion™

A vaccine platform that enables rapid development and production of vaccines against emerging infectious diseases.

8. Sutro Biopharma, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Sutro Biopharma, Inc. operates in a highly competitive industry, but the threat of substitutes is mitigated by the company's focus on novel and innovative therapies.

Bargaining Power Of Customers

Sutro Biopharma, Inc.'s customers are primarily pharmaceutical companies and research institutions, which have limited bargaining power due to the company's specialized expertise and proprietary technology.

Bargaining Power Of Suppliers

Sutro Biopharma, Inc. relies on a network of suppliers for raw materials and services, but the company's strong relationships and diversified supply chain mitigate the bargaining power of suppliers.

Threat Of New Entrants

The biotechnology industry is highly competitive, and new entrants can easily disrupt the market with innovative technologies and therapies, posing a significant threat to Sutro Biopharma, Inc.'s market share.

Intensity Of Rivalry

The biotechnology industry is highly competitive, with many established players and new entrants vying for market share, resulting in a high intensity of rivalry that Sutro Biopharma, Inc. must navigate to remain competitive.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 51.61%
Debt Cost 9.35%
Equity Weight 48.39%
Equity Cost 9.35%
WACC 9.35%
Leverage 106.65%

11. Quality Control: Sutro Biopharma, Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Atara Bio

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Foghorn Therapeutics

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Quality: 6.0

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Century Therapeutics

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Quality: 5.2

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Sutro Biopharma

A-Score: 3.0/10

Value: 9.4

Growth: 2.3

Quality: 4.9

Yield: 0.0

Momentum: 0.5

Volatility: 0.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

8.69$

Current Price

8.7$

Potential

-0.00%

Expected Cash-Flows