ORAGENICS INC (OGEN)
AMEXHealth CareBiotechnologySnapshot 2026-09-04
AMEXHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · OGEN
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.
Continue Phase IIa clinical trials of ONP-002 and prepare for IND submission for Phase IIb trials targeting concussion and mild traumatic brain injury.
Stated as a priority in 2 of last 2 quarters. Phase IIa clinical trials launched in Q3 2025 with first patient dosed in 2026-Q1. Management targets IND submission to FDA in Q4 2026 for Phase IIb trials. The clinical development is progressing as planned, delivering on stated milestones.
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=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Oragenics doses first patient in Phase IIa clinical trial of ONP-002 for mTBI.”
“We anticipate Phase IIa trials will launch in Q3 2025.”
License CardioDialysis technology to complement ONP-002, targeting systemic inflammation in TBI for a dual therapeutic approach.
Newly stated in 2026-Q1. Management announced a Letter of Intent to license CardioDialysis technology as a complementary approach to ONP-002 for TBI treatment. No financial or operational metrics yet available to assess delivery; this is an early-stage strategic priority.
“Oragenics signs LOI to license CardioDialysis technology for TBI treatment.”
Appoint John Spencer as Chief Financial Officer to enhance financial leadership and support company operations.
Newly stated in 2026-Q2. John Spencer was promoted to CFO with an employment agreement effective July 1, 2026. This is a recent leadership change with no direct financial impact reported yet.
“John Spencer promoted to Chief Financial Officer effective July 1, 2026.”
Over the trailing year it converted 0.43x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, long-term interest rates, the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.