Lantern Pharma Inc (LTRN)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$0.53-9.31%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · LTRN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Emerging data from the HARMONIC™ trial indicated that LP-300’s progression-free survival benefit deepens with longer treatment duration in patients with EGFR exon 21 L858R-mutations, while the FDA re…
Stated in 2 of 2 supplied quarters. Management reported: “Second quarter loss from operations decreased approximately 25% year over year, to approximately $3.5 million for Q2 2026.” “Research and Development Expenses: R&D expenses were approximately $1.7 million for the three months ended March 31, 2026, compared to approximately $3.3 million for the three months ended March 31, 2025, a decrease of approximately $1.5 million or 47%.” Operating income was $-3.508 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Emerging data from the HARMONIC™ trial indicated that LP-300’s progression-free survival benefit deepens with longer treatment duration in patients with EGFR exon 21 L858R-mutations, while the FDA re…”
“The Company advanced multiple clinical-stage programs through meaningful regulatory and scientific milestones, including a successful outcome from an FDA Type C meeting interaction on the Phase 2 HAR…”
The agreements, approved by the Lantern Pharma Board of Directors, were contemplated in the framework of the Company’s May 2026 registered direct financing and establish the commercial operating stru…
Stated in 2 of 2 supplied quarters. Management reported: “The agreements, approved by the Lantern Pharma Board of Directors, were contemplated in the framework of the Company’s May 2026 registered direct financing and establish the commercial operating structure for the multi-agentic AI co-scientist platform previously launched as withZeta.ai.” “Planned Separation into an Independent Business Entity In connection with the May 2026 financing, Lantern announced a strategic plan to separate withZeta.ai and related personnel into an independent business entity under the leadership of Panna Sharma.”
“The agreements, approved by the Lantern Pharma Board of Directors, were contemplated in the framework of the Company’s May 2026 registered direct financing and establish the commercial operating stru…”
“Planned Separation into an Independent Business Entity In connection with the May 2026 financing, Lantern announced a strategic plan to separate withZeta.ai and related personnel into an independent…”
Reflecting ongoing operating discipline, loss from operations declined approximately 25% year over year for the quarter.
Stated in 2 of 2 supplied quarters. Management reported: “Second quarter loss from operations decreased approximately 25% year over year, to approximately $3.5 million for Q2 2026.” “Research and Development Expenses: R&D expenses were approximately $1.7 million for the three months ended March 31, 2026, compared to approximately $3.3 million for the three months ended March 31, 2025, a decrease of approximately $1.5 million or 47%.” Operating income was $-3.405 million in 2026-Q1.
“Reflecting ongoing operating discipline, loss from operations declined approximately 25% year over year for the quarter.”
““We reduced our R&D spend by 47% year-over-year while simultaneously advancing multiple clinical programs through important regulatory milestones, achieving a successful outcome from our Type C meeti…”
The Company intends to pursue additional capital raises, collaborations and other opportunities to extend its operating runway.
Stated in 2 of 2 supplied quarters. Management reported: “Funding received during the second quarter consisted of approximately $4.4 million in gross proceeds from a registered direct offering that closed on May 14, 2026.” “The Company received gross proceeds of approximately $4.4 million in a registered direct offering that closed on May 14, 2026.”
“The Company intends to pursue additional capital raises, collaborations and other opportunities to extend its operating runway.”
“The Company believes its cash, cash equivalents, and marketable securities on hand, including the net proceeds from the offering, will fund anticipated operating expenses and capital expenditure requ…”
Launch and grow the multi-agentic AI co-scientist platform withZeta.ai, establish Open Medicine AI as a separate company, and pursue commercial licensing and funding.
Over the trailing year it converted 0.83x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.