Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
HEMAB THERAPEUTICS HOLDINGS INC (COAG)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$45.57+1.06%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for COAG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Sufficient cash reserves to fund operations | A supporting condition in HEMAB THERAPEUTICS HOLDINGS INC's published investment case. The stated target is >= $100 million in cash by FY26. | Intact | cash reserves fall below $50 million | Cash and cash equivalents: $237.366M FY2026-Q2; GAAP. Published target: >= $100 million in cash by FY26. Annual target cannot be compared with a quarterly or TTM observation. Date unavailable237,366,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 10, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a clinical-development business with several early programs, rather than a proven growth story in this evidence snapshot. Management appears stable, but confidence in the thesis is low and its current state is insufficient to assess.
The snapshot provides no valuation level or specific market expectations, so it does not support calling COAG cheap, fair, or expensive versus peers. No pricing fragility signals fired, but that alone does not show that expectations are low.
In the near term, recent earnings misses and a stated 45% miss probability make execution a key watchpoint; a guidance cut on the next call would add pressure to the business outlook. Over the multi-year view, sutacimig has regulatory progress toward a planned Phase 3 trial, while HMB-002 has early proof of mechanism and HMB-003 is at the program-launch stage.
The near-term view hinges on whether COAG avoids another earnings miss or guidance cut, and whether weakening jobs data increases concern about cyclical businesses. Over the multi-year view, progress in the three clinical programs matters, while continued strength among Healthcare sector bellwethers could support the sector backdrop.
For the next 1 to 3 years, COAG has promising but early clinical work alongside meaningful execution risk and limited evidence for judging valuation. The long-term thesis remains uncertain until more financial performance and clinical progress are visible. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Advancement of HMB-001 and HMB-002 in clinical trials |
| Hemab has multiple clinical catalysts in its pipeline. |
| Improving |
| no significant trial advancement by FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Positive market reception of clinical data | A supporting condition in HEMAB THERAPEUTICS HOLDINGS INC's published investment case. The stated target is >=70% positive analyst sentiment by FY26. | Intact | analyst sentiment falls below 40% | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-2.51 → $-2.47 · observed estimates
Unavailable → Unavailable · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-27 | $-2.51 | Unavailable | 3 / 0 |
| 2026-07-28 | $-2.51 | Unavailable | 3 / 0 |
| 2026-07-29 | $-2.51 | Unavailable | 3 / 0 |
| 2026-07-30 | $-2.51 | Unavailable | 3 / 0 |
| 2026-07-31 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-01 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-02 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-03 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-04 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-05 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-06 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-07 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-08 | $-2.51 | $0 | 3 / 5 |
| 2026-08-09 | $-2.51 | $0 | 3 / 5 |
| 2026-08-10 | $-2.51 | $0 | 3 / 5 |
| 2026-08-11 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-12 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-13 | $-2.50 | $0 | 3 / 5 |
| 2026-08-14 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-15 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-16 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-17 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-18 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-19 | $-2.51 | Unavailable | 3 / 0 |
| 2026-08-20 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-21 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-22 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-23 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-24 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-25 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-26 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-27 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-28 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-29 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-30 | $-2.48 | Unavailable | 3 / 0 |
| 2026-08-31 | $-2.48 | Unavailable | 3 / 0 |
| 2026-09-01 | $-2.48 | Unavailable | 3 / 0 |
| 2026-09-02 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-03 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-04 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-05 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-06 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-07 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-08 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-09 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-10 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-11 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-12 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-13 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-14 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-15 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-16 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-17 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-18 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-19 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-20 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-21 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-22 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-23 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-24 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-25 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-26 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-27 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-28 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-29 | $-2.54 | Unavailable | 3 / 0 |
| 2026-09-30 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-01 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-02 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-03 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-04 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-05 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-06 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-07 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-08 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-09 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-10 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-11 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-12 | $-2.54 | Unavailable | 3 / 0 |
| 2026-10-13 | $-2.45 | Unavailable | 3 / 0 |
| 2026-10-14 | $-2.45 | Unavailable | 3 / 0 |
| 2026-10-15 | $-2.45 | Unavailable | 3 / 0 |
| 2026-10-16 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-17 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-18 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-19 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-20 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-21 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-22 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-23 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-24 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-25 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-26 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-27 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-28 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-29 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-30 | $-2.47 | Unavailable | 4 / 0 |
| 2026-10-31 | $-2.47 | Unavailable | 4 / 0 |
| 2026-11-01 | $-2.47 | Unavailable | 4 / 0 |
| 2026-11-02 | $-2.47 | Unavailable | 4 / 0 |
| 2026-11-03 | $-2.47 | Unavailable | 4 / 0 |
| 2026-11-04 | $-2.47 | Unavailable | 4 / 0 |
| 2026-11-05 | $-2.47 | Unavailable | 4 / 0 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.