Adagio Medical Holdings Inc (ADGM)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
QuarterlyIQ Insights · ADGM
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 77.3% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 43 industry peers
ADGM — capital allocation — Unregistered Sales of Equity Securities
Dated 2026-10-01
Unregistered Sales of Equity Securities. As previously disclosed in Adagio Medical Holdings, Inc.’s (the “Company”) Current Report on Form 8-K filed on September 23, 2026, in connection with its process to explore strategic alternatives, the Company notified the holders (the “Holders”) of its outstanding 13% Senior Secured Convertible Notes (the “Notes”), that it would lower the Conversion Price (as defined in the Notes) of the Notes for each date during the period commencing on September 23,…
Why it matters: The company began exploring strategic options and cut more than half its staff. A signed deal could set a new course; no deal leaves the review unresolved.
Watch forThe company announces a signed sale, merger, or financing deal with clear terms.
Also watch forThe company ends the review without a deal, or reports that talks have stopped.
Why it matters: FDA approval would clear a key step toward U.S. sales. A delay or rejection would weaken that path.
Watch forFDA approves the vCLAS PMA, or clears it without new major trial demands.
Also watch forFDA rejects the PMA, or asks for a new study that delays a decision.
Why it matters: Cash was $7.7 million at June 30, before a 25-person staff cut. Fresh figures can show whether funds still cover key work.
Worry ifThe November 11 report shows cash above $7.7 million, with no new financing or further cuts.
Less concerning ifCash falls below $7.7 million, or the company reports new financing or more cuts to fund operations.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$398 on $10,000 · ±4.0% | How much price usually moves either way. |
| Bad day | $1,264 loss on $10,000 · 12.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $9,626 loss on $10,000 · 96.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.