Rafael Holdings Inc (RFL)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-05
$1.06-0.93%
Close 2026-11-05 · 1-day change
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · RFL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
On October 28, 2026, Cyclo Therapeutics submitted a New Drug Application (NDA) to the FDA seeking approval of remibetadex for the treatment of Niemann-Pick Disease Type C.
Stated in 2 of 2 supplied quarters. Management reported: “On October 28, 2026, Cyclo Therapeutics submitted a New Drug Application (NDA) to the FDA seeking approval of remibetadex for the treatment of Niemann-Pick Disease Type C.” “The NDA is supported by the Phase 3 TransportNPC™ study, completed in June 2026, which did not meet its primary endpoint in the overall population (p=0.19) but showed 71% slowing of disease progression in a prespecified analysis of patients receiving background miglustat and/or leucine therapy (p=0.046), and by an overall survival analysis versus matched registry controls.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated weak grew net income 55% of the time over the next year (vs 54% for the rest of the cohort, n=2781).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“On October 28, 2026, Cyclo Therapeutics submitted a New Drug Application (NDA) to the FDA seeking approval of remibetadex for the treatment of Niemann-Pick Disease Type C.”
““Following our pre-NDA meeting with the FDA, we believe we have a clear and expedited path forward reflective of the urgency and unmet need in NPC and expect to submit our NDA in the second half of c…”
General and administrative expenses were $2.4 million for the three months ended July 31, 2026, compared to $5.5 million in the year ago period.
Stated in 2 of 2 supplied quarters. Management reported: “General and administrative expenses were $2.4 million for the three months ended July 31, 2026, compared to $5.5 million in the year ago period.” “The year over year decrease relates to a decrease in payroll, stock-based compensation expense and professional fees.”
“General and administrative expenses were $2.4 million for the three months ended July 31, 2026, compared to $5.5 million in the year ago period.”
“General and administrative expenses were $2.1 million for the three months ended April 30, 2026, compared to $3.2 million in the year ago period.”
Continued the U.S. commercial build-out of the FDA-cleared VECTR™ System, including its regional distributor network.
Stated in 1 of 2 supplied quarters. Management reported: “Continued the U.S. commercial build-out of the FDA-cleared VECTR™ System, including its regional distributor network.” “Research and development expenses were $7.5 million for each of the three months ended July 31, 2026 and 2025.”
“Continued the U.S. commercial build-out of the FDA-cleared VECTR™ System, including its regional distributor network.”
Advance Trappsol Cyclo through clinical and regulatory steps toward potential treatment of Niemann-Pick Disease Type C.
Build toward commercial availability of Trappsol Cyclo, management's lead candidate for Niemann-Pick Disease Type C.
Over the trailing year it converted 0.63x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Real Estate names rated stable grew net income 54% of the time over the next year (vs 56% for the rest of the cohort, n=2933).
Not investment advice. As of 2026-11-05.