Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
OS Therapies Inc (OSTX)
AMEXHealth CareBiotechnologySnapshot 2026-11-04
$0.98-14.77%
Close 2026-11-05 · 1-day change
AMEXHealth 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 OSTX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain sufficient cash runway into 2027 | It plans to keep enough cash to operate into 2027. | Intact | Cash runway insufficient to fund operations into 2027 | Cash and cash equivalents: $205,035 FY2026-Q2; GAAP. Published target: Sufficient cash to fund operations through 2027. Target period is not explicitly aligned with this observation. Date unavailable205,035 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. |
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.
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 speculative growth story, not an established earnings compounder: the supplied evidence shows operating losses and high risk. The thesis is in a watch state, with low confidence and volatile management execution.
The snapshot provides no valuation measures or direct evidence of market expectations, so whether OSTX is cheap or expensive versus peers cannot be assessed. It does show recent financial performance below its industry cohort, while the sector backdrop has improved.
Near term, the risk of another earnings miss is elevated, and recent quarters have included misses. In the multi-year view, OST-HER2 applications and a Herlystic launch remain plans rather than demonstrated commercial progress; operating losses continued in the latest two reported quarters, while financing actions support the stated runway priority.
The thesis depends on execution: submitting OST-HER2 applications in 2026, preparing Herlystic for launch, and maintaining cash through major milestones. Near term, a guidance cut or further weakening in employment data would add pressure, while stronger results and guidance from healthcare peers could support sector momentum.
Over the next 1 to 3 years, OSTX remains a low-confidence, high-risk development story, and the evidence does not yet show a shift from plans and funding actions to reported commercial progress. 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.
| OS Therapies aims to get OST-HER2 approved in 2026. |
| Intact |
| OST-HER2 approval delayed beyond 2026 or denied in key regions |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve over $50 million in OST-HER2 sales by 2027 | It targets $50 million in OST-HER2 sales by 2027. | Improving | OST-HER2 sales fall below $50 million in 2027 | Revenue: $0 FY2026-Q2; GAAP. Published target: OST-HER2 sales >= $50 million in 2027. Target period ends 2027-12-31; this observation covers 2026-Q2. Aug 14, 20260 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. |
Receive approximately $2 million in VAT refunds in 2Q 2026 | The company expects $2 million in VAT refunds in 2Q 2026. | Intact | VAT refunds fall below $2 million in 2Q-26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast 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.
$-0.15 → $-0.19 · observed estimates
$0.03B → $0.03B · 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 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-07-25 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-07-26 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-07-27 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-07-28 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-07-29 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-07-30 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-07-31 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-01 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-02 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-03 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-04 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-05 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-06 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-07 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-08 | $0.36 | $30,186,600 | 3 / 5 |
| 2026-08-09 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-10 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-12 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-13 | $0.36 | $30,186,600 | 3 / 5 |
| 2026-08-14 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-15 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-16 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-17 | $-0.15 | $30,185,200 | 3 / 4 |
| 2026-08-18 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-08-19 | $-0.15 | $30,185,200 | 2 / 4 |
| 2026-08-20 | $-0.15 | $30,186,600 | 2 / 4 |
| 2026-08-21 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-22 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-23 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-24 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-25 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-26 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-27 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-28 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-29 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-30 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-08-31 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-09-01 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-09-02 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-09-03 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-09-04 | $-0.21 | $26,566,250 | 3 / 4 |
| 2026-09-05 | $-0.21 | $26,566,250 | 2 / 3 |
| 2026-09-06 | $-0.21 | $26,566,250 | 2 / 3 |
| 2026-09-07 | $-0.21 | $26,566,250 | 2 / 3 |
| 2026-09-08 | $-0.21 | $26,566,250 | 2 / 3 |
| 2026-09-09 | $-0.21 | $26,566,250 | 3 / 3 |
| 2026-09-10 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-11 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-12 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-13 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-14 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-15 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-16 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-17 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-18 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-19 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-20 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-21 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-22 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-23 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-24 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-25 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-26 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-27 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-28 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-29 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-09-30 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-01 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-02 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-03 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-04 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-05 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-06 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-07 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-08 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-09 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-10 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-11 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-12 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-13 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-14 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-15 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-16 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-17 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-18 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-19 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-20 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-21 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-22 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-23 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-24 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-25 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-26 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-27 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-28 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-29 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-30 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-10-31 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-11-01 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-11-02 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-11-03 | $-0.19 | $26,566,250 | 3 / 3 |
| 2026-11-04 | $-0.19 | $26,566,250 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 0 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.
Nov 13, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 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.