Rapport Therapeutics, Inc. (RAPP)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$45.77-3.95%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · RAPP
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 | -29.6% |
| 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 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
RAPP — earnings miss
Dated 2026-08-05
of this Current Report on Form 8-K, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.
Why it matters: Topline results may show if RAP-219 works for bipolar mania. This could change future plans.
Supportive ifTopline results will come out in October 2026. They will show positive efficacy data.
Worry ifTopline results show no clear efficacy. They also show no negative outcomes.
Why it matters: Topline results will show how well the drug works. This can affect future funding and development.
Supportive ifRelease of topline results showing positive outcomes for RAP-219 in FOS.
Worry ifTopline results show no clear benefit from RAP-219.
Why it matters: Data coming in Q4 2026 will show the long-term safety of RAP-219 for seizures.
Watch forEarly data show good safety results from the open-label trial.
Also watch forEarly data show safety problems or bad events in the open-label trial.
Why it matters: Updates on cash runway will show if the company can sustain operations into 2029. This affects investor confidence.
Worry ifCash position stays stable or goes up. This shows strong financial health.
Less concerning ifCash position drops a lot or management changes cash runway guidance.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$233 on $10,000 · ±2.3% | How much price usually moves either way. |
| Bad day | $598 loss on $10,000 · 6.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,882 loss on $10,000 · 28.8% | 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.
Why it matters: Topline results will show if RAP-219 is effective for focal onset seizures. This is key for future growth.
Supportive ifTopline results confirm positive efficacy for RAP-219 in the Phase 3 trial.
Worry ifTop results show RAP-219 does not work well.
Why it matters: This trial data will show how safe and effective RAP-219 is over time.
Watch forInitial data from the open-label trial is released in the second half of 2026.
Also watch forInitial data from the open-label trial is not released by the end of 2026.
Why it matters: Funding is key for ongoing operations. Clear updates can change how investors feel.
Worry ifNews about new funding or partnerships that help extend operations.
Less concerning ifNo news on funding raises worries about keeping operations going.
Why it matters: Starting these trials is key for RAP-219's development and future market potential.
Supportive ifA new announcement says Phase 3 trials for RAP-219 in focal onset seizures are starting.
Worry ifNo announcement or delays in starting the Phase 3 trials.
Why it matters: Updates on cash will show if the company can keep running until 2029.
Worry ifCash is over $400 million, which supports operations into 2029.
Less concerning ifCash drops below $400 million, raising worries about funding.
Why it matters: Current lawsuits may change RAP-219's development schedule and how investors feel.
Worry ifA good outcome in the lawsuits that helps RAP-219's development.
Less concerning ifBad news from the lawsuits that slows down RAP-219's progress.
Why it matters: Enrollment progress will show how well pivotal trials are going. It will also hint at future data.
Supportive ifEnrollment in both FOCUS 1 and FOCUS 2 trials reaches or exceeds targeted numbers.
Worry ifIf enrollment slows or misses targets, it may show problems.
Why it matters: Progress on this injection could boost RAP-219's market potential and advantage.
Supportive ifInitial Phase 1 pharmacokinetic data will be released in 2027. It is expected to show good results.
Worry ifThere may be delays in development or bad results from early studies.