QUINCE THERAPEUTICS INC (QNCX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$33.16-1.16%
Close 2026-11-03 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · QNCX
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 well 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 | -52.6% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
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 2026-11-05.
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.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name has erratic recent earnings surprises and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 117 industry peers
QNCX — CEO transition
Dated 2026-10-09
CEO — Dirk Thye, M.D.: The CEO resigned but was immediately succeeded by an internal promotion (Brigette Roberts), indicating an orderly transition rather than a sudden loss of leadership.
Why it matters: The company reported $116 million in cash and said it could fund operations through 2028. Higher spending or new funding needs could shorten that runway.
Worry ifAt the November 11 update, the company keeps its cash-through-2028 statement and reports no new funding need.
Less concerning ifThe company says its runway will end before the end of 2028, or announces a need for added capital.
Why it matters: Starting the trial would show progress on a third LAM-001 program. The company said it planned to start in late 2026.
Supportive ifThe company announces that the SAPH Phase 2 trial has started by December 31, 2026.
Worry ifNo SAPH trial start is reported by December 31, 2026, or the company announces a delay.
Why it matters: This is the nearest major LAM-001 data event. The trial is fully enrolled.
Watch forIn Q1 2027, the company reports BOS results that meet the study’s main goal. No new serious drug-related safety issue is reported.
Also watch forThe study misses its main goal, reports a serious drug-related safety issue, or the results slip past Q1 2027.
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 | ±$340 on $10,000 · ±3.4% | How much price usually moves either way. |
| Bad day | $1,056 loss on $10,000 · 10.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $9,818 loss on $10,000 · 98.2% | 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.