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
QuarterlyIQ Insights · OKUR
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 sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 0.7% |
| Our one-year growth estimate | diamond | -75.8% |
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 2026-11-04.
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 76.5 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name operates in a high-miss-rate industry and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 66 industry peers
OKUR — CEO transition
Dated 2026-08-13
The filing discloses a repricing of underwater stock options and associated retention requirements, not a change in personnel or management structure.
Why it matters: The filing would move OnKure's vascular anomaly drug from lab work toward tests in people.
Supportive ifOnKure files an IND for OKI-355 with the FDA by June 30, 2027.
Worry ifOnKure reports that the OKI-355 filing is delayed beyond June 30, 2027, or stops the program.
Why it matters: A timely filing would move the breast cancer drug toward its first human study.
Supportive ifOnKure files an IND for OKI-345 with the FDA by June 30, 2027.
Worry ifOnKure reports that the OKI-345 filing is delayed beyond June 30, 2027, or stops the program.
Why it matters: Cash use above the last quarter's operating costs could put pressure on the stated runway.
Worry ifThe Nov. 5 report shows Q3 operating expenses above $16.9 million, the Q2 level.
Less concerning ifThe Nov. 5 report shows Q3 operating expenses at or below $16.9 million and keeps the runway into 2029.
Why it matters: The data will show what the older OKI-219 program found in people. OnKure is not pursuing it alone for now.
Watch forOnKure reports PIKture-01 data by Dec. 31, 2026, with results from the dose studies described.
Also watch forOnKure reports a delay past Dec. 31, 2026, or gives no data update by that date.
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 | ±$235 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $533 loss on $10,000 · 5.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,435 loss on $10,000 · 54.4% | 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.