Gossamer Bio, Inc. (GOSS)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$0.18-0.17%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · GOSS
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 recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -88.8% |
| Our one-year growth estimate | diamond | -42.4% |
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 2026-09-04.
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.
Growth built into the price is above our model estimate.
The price assumes 46.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name is on a run of consecutive earnings misses and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
GOSS — private placement
Dated 2026-08-21
Entry into a Material Definitive Agreement Securities Purchase Agreement and Private Placement On August 20, 2026, Gossamer Bio, Inc. (the “Company”) entered into a securities purchase agreement (the “Purchase Agreement”) with the purchasers named therein, including certain executive officers and directors of the Company (the “Purchasers”), for the private placement (the “Private Placement”) of securities in two closings. At the initial closing (the “Initial Closing”), the Company has agreed…
Why it matters: Good results could show seralutinib works well and help investor trust.
Supportive ifThe company shares more good results from the PROSERA study.
Worry ifThe company reports bad results or no new updates from the PROSERA study.
Why it matters: Submitting the NDA is key for Gossamer's growth in pulmonary arterial hypertension. It could open new revenue streams.
Supportive ifA press release confirms the NDA submission for seralutinib in PAH.
Worry ifNo news or delay in the NDA submission timeline.
Why it matters: Revenue growth is crucial for Gossamer's recovery. It shows market demand and company health.
Watch forRevenue growth reported above 5% year over year in Q2 2026.
Also watch forRevenue growth reported below 0% year over year in Q2 2026.
Why it matters: How Gossamer uses its money can impact its stability and growth.
Watch forThe company shares a clear plan for using money from the convertible notes.
Also watch forThe company fails to provide clarity on the use of proceeds, raising concerns.
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 | ±$352 on $10,000 · ±3.5% | How much price usually moves either way. |
| Bad day | $997 loss on $10,000 · 10.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $9,641 loss on $10,000 · 96.4% | 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: The success of the Exchange Offer will reduce debt and strengthen the balance sheet, impacting future funding.
Supportive ifAt least 98% of Existing Convertible Notes are valid by the deadline.
Worry ifLess than 90.5% of Existing Convertible Notes are valid by the deadline.
Why it matters: If revenue keeps falling, it shows problems with partnerships and market interest.
Worry ifRevenue from Chiesi falls below $9 million in Q3 2026.
Less concerning ifRevenue from Chiesi stabilizes or grows in Q3 2026.
Why it matters: A buyback program can signal confidence in the company's value and improve share price.
Supportive ifA formal announcement about the share buyback program is coming.
Worry ifNo announcement made by the end of Q3 2026.
Why it matters: Growth in revenue from this partnership is key for Gossamer's finances.
Supportive ifRevenue from the Chiesi collaboration rises from $17.0 million in Q1 2026.
Worry ifRevenue from the Chiesi collaboration falls or stays the same from Q1 2026.
Why it matters: FDA feedback will guide the NDA submission plan. This could change the approval timeline for seralutinib.
Watch forThe FDA gave positive feedback showing support for the NDA submission.
Also watch forNegative feedback from the FDA raising concerns about the NDA submission.
Why it matters: Cash reserves are important for running operations and clinical trials. A big drop could mean money problems.
Worry ifThe company has more than $57 million in cash and cash-like assets.
Less concerning ifThe company has less than $57 million in cash and cash-like assets.
Why it matters: The reverse stock split could affect share price and investor perception. It aims to strengthen capital structure.
Watch forThe reverse stock split is executed and announced by the Board.
Also watch forThe Board decides not to proceed with the reverse stock split.