HEMAB THERAPEUTICS HOLDINGS INC (COAG)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
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 | -8.4% |
| 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 2026-09-04.
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.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
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: If revenue growth slows, it may signal a change in the company's growth phase.
Worry ifRevenue growth drops below the sector median of 24%.
Less concerning ifRevenue growth remains above the sector median of 24%.
Why it matters: New data could show the effectiveness of sutacimig for another severe bleeding disorder. This would support its broader use.
Supportive ifThe company will share positive data from the Phase 2 trial for sutacimig. This will be for Factor VII deficiency. The data will come out by late 2026 or early 2027.
Worry ifThe data from the Phase 2 trial shows no significant improvement in bleeding events.
Why it matters: Starting this trial shows progress in treating a severe bleeding disorder. It confirms the company's commitment to its pipeline.
Supportive ifThe Phase 3 trial for sutacimig begins in the second half of 2026 as planned.
Worry ifThe trial initiation is delayed or canceled.
Why it matters: New data could show effectiveness in treating a common bleeding disorder. This could boost confidence in the pipeline.
Supportive ifThe company reports new data from the HMB-002 trial in late 2026 or early 2027.
Worry ifNo new data is released as expected.
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 | ±$333 on $10,000 · ±3.3% | How much price usually moves either way. |
| Bad day | $743 loss on $10,000 · 7.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,653 loss on $10,000 · 26.5% | 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: Starting these studies shows progress in a new treatment for heavy menstrual bleeding. This shows new ideas in development.
Supportive ifFirst-in-human studies for HMB-003 begin in the second half of 2026.
Worry ifThe start of the studies is delayed or canceled.
Why it matters: Maintaining a strong cash position is crucial for funding ongoing projects. It reflects financial health and stability.
Supportive ifThe company has enough cash to keep running until 2029.
Worry ifCash position drops a lot or funding problems come up.