Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
OnKure Therapeutics Inc (OKUR)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$2.52-2.51%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for OKUR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Sufficient capital raised to fund clinical development | Recent earnings beats show some clinical progress. | Intact | failure to secure funding or clinical setbacks halt development | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk, loss-making biotech with speculative growth potential, not an established earnings compounder. The long-term thesis is in a watch state: pipeline milestones are progressing, while recent financial performance remains below its industry cohort.
OKUR trades at a sizeable premium to peers, and the valuation model has low confidence. The market appears to place substantial value on pipeline optionality, meaning expectations depend on future development progress despite current losses.
Near term, results may remain pressured by operating losses: the latest quarter showed a stable net loss, with research and administrative expenses both rising slightly. Management remains on track for planned 2027 submissions for two drug candidates, while available cash is projected to fund operations into 2029; the next report and any guidance change are important risks.
The multi-year view hinges on whether OKI-345 and OKI-355 progress through development toward the planned submissions, while cash use and expenses remain manageable. Near term, weaker guidance or a weakening jobs backdrop could add pressure, while continued strength among healthcare peers could support the sector context.
Over the next 1 to 3 years, OKUR’s case depends on pipeline progress and cash discipline, but current losses, high risk, and a peer valuation premium leave limited room for execution setbacks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| OnKure focuses on managing operating losses near -$15.6M per quarter. |
| Intact |
| revenue falls below $458K per quarter |
Revenue: $1.505M FY2026-Q3; GAAP. Published target: revenue >= $458K per quarter. Target period is not explicitly aligned with this observation. Nov 4, 20261,505,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating losses remain near -$15.6M per quarter | OnKure focuses on managing operating losses near -$15.6M per quarter. | Intact | operating losses worsen beyond -$15.6M per quarter | Operating income: $-19.351M FY2026-Q3; GAAP. Published target: operating income no worse than -$15.6M per quarter. Target period is not explicitly aligned with this observation. Nov 4, 2026-19,351,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-2.13 → $-1.53 · observed estimates
$0.00B → $0.00B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-2.13 | $666,667 | 2 / 2 |
| 2026-07-25 | $-2.13 | $666,667 | 2 / 2 |
| 2026-07-26 | $-2.13 | $666,667 | 2 / 2 |
| 2026-07-27 | $-2.13 | $666,667 | 2 / 2 |
| 2026-07-28 | $-2.13 | $666,667 | 2 / 2 |
| 2026-07-29 | $-2.13 | $666,670 | 3 / 3 |
| 2026-07-30 | $-2.13 | $666,670 | 3 / 3 |
| 2026-07-31 | $-2.13 | $666,667 | 2 / 2 |
| 2026-08-01 | $-2.13 | $666,667 | 2 / 2 |
| 2026-08-02 | $-2.13 | $666,670 | 3 / 3 |
| 2026-08-03 | $-2.13 | $666,670 | 3 / 3 |
| 2026-08-04 | $-2.13 | $666,667 | 2 / 2 |
| 2026-08-05 | $-2.13 | $666,667 | 2 / 2 |
| 2026-08-06 | $-2.13 | $666,670 | 3 / 3 |
| 2026-08-07 | $-1.96 | $666,667 | 2 / 2 |
| 2026-08-08 | $-1.96 | $666,670 | 3 / 3 |
| 2026-08-09 | $-1.96 | $666,670 | 3 / 3 |
| 2026-08-10 | $-1.96 | $666,670 | 3 / 3 |
| 2026-08-12 | $-1.96 | $1,000,000 | 3 / 2 |
| 2026-08-13 | $-1.96 | $1,000,000 | 3 / 2 |
| 2026-08-14 | $-1.96 | $666,667 | 2 / 2 |
| 2026-08-15 | $-1.96 | $666,667 | 2 / 2 |
| 2026-08-16 | $-1.96 | $666,667 | 2 / 1 |
| 2026-08-17 | $-1.96 | $666,667 | 2 / 1 |
| 2026-08-18 | $-1.96 | $666,667 | 2 / 2 |
| 2026-08-19 | $-1.96 | $666,667 | 2 / 2 |
| 2026-08-20 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-21 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-22 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-23 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-24 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-25 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-26 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-27 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-28 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-29 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-30 | $-1.53 | $666,667 | 2 / 2 |
| 2026-08-31 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-01 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-02 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-03 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-04 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-05 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-06 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-07 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-08 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-09 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-10 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-11 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-12 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-13 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-14 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-15 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-16 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-17 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-18 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-19 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-20 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-21 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-22 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-23 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-24 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-25 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-26 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-27 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-28 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-29 | $-1.53 | $666,667 | 2 / 2 |
| 2026-09-30 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-01 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-02 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-03 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-04 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-05 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-06 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-07 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-08 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-09 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-10 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-11 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-12 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-13 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-14 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-15 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-16 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-17 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-18 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-19 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-20 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-21 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-22 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-23 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-24 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-25 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-26 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-27 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-28 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-29 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-30 | $-1.53 | $666,667 | 2 / 2 |
| 2026-10-31 | $-1.53 | $666,667 | 2 / 2 |
| 2026-11-01 | $-1.53 | $666,667 | 2 / 2 |
| 2026-11-02 | $-1.53 | $666,667 | 2 / 2 |
| 2026-11-03 | $-1.53 | $666,667 | 2 / 2 |
| 2026-11-04 | $-1.53 | $666,667 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.