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
QuarterlyIQ Insights · COAG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -17.2% |
| 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.
No outside relationship met the current evidence threshold.
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 operates in a high-miss-rate industry and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 117 industry peers
COAG — earnings miss
Dated 2026-08-11
Results of Operations and Financial Condition. On August 11, 2026, Hemab Therapeutics Holdings, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the quarter ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Form 8-K, including Exhibit 99.1 attached hereto, is being furnished and shall not be deemed “filed” for purposes of Sec…
Why it matters: The FDA cleared the data package for Phase 3. Starting the trial in 2026 would mark progress toward testing sutacimig in GT patients.
Supportive ifHemab announces that the Phase 3 GT trial has started by December 31, 2026, using 0.2 mg/kg once weekly.
Worry ifHemab reports that the trial has not started by December 31, 2026, or delays it beyond 2026.
Why it matters: This readout will test sutacimig in a second disorder. The company has shared supportive lab results, but patient data are still due.
Watch forThe Phase 2 update reports fewer treated bleeds than at baseline. It reports no new serious drug-related safety issue.
Also watch forThe update shows no drop in treated bleeds from baseline, or reports a serious safety issue linked to the drug.
Why it matters: Early results showed a rise in VWF and FVIII, but the small study was not designed to test benefit. More data can test whether the early signs hold.
Watch forThe next trial update shows a VWF and FVIII rise near or above 2.4-fold and lower treated bleeds than the baseline mean of 20.1.
Also watch forThe next update shows no VWF or FVIII rise, or treated bleeds near or above the baseline mean of 20.1.
Why it matters: HMB-003 is a new program for heavy menstrual bleeding. A first human study would test whether its lab results can move into people.
Supportive ifHemab announces that the first human study has started by December 31, 2026.
Worry ifHemab says the study will not start in 2026 or gives no start update by year-end.
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 | ±$279 on $10,000 · ±2.8% | How much price usually moves either way. |
| Bad day | $771 loss on $10,000 · 7.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,836 loss on $10,000 · 48.4% | 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.
Why it matters: Hemab reported $457.5 million in cash and a runway into 2029. The next results can show whether spending stays in line with that plan.
Worry ifOn November 10, Hemab reports cash above $400 million and keeps its stated runway into 2029.
Less concerning ifHemab reports cash below $400 million or cuts its stated runway to before 2029.