Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SCYNEXIS Inc (SCYX)
NASDAQHealth CareMedical - PharmaceuticalsSnapshot 2026-11-04
$3.30-14.06%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - PharmaceuticalsSnapshot 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 SCYX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve up to $146M in BREXAFEMME sales milestones | It targets up to $146 million in sales milestones for BREXAFEMME. | Intact | sales milestones fall significantly short of $146 million by 2029 | 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. |
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.
Next earnings date unavailable
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-stage biotech, not a proven earnings compounder. The thesis is currently intact, supported by new funding for SCY-247, while SCY-770 development and BREXAFEMME sales milestones remain important execution tests.
The valuation signal says SCYX is cheap versus peers, with a modest expectations gap, but confidence in that comparison is medium. The priced-in assessment is tagged unjustified, though no fragility gates fired, so the evidence does not show that expectations are especially fragile.
Near term, earnings remain erratic and the company is loss-making, with a 49% estimated chance of a miss in the next report. Over the multi-year view, up to $214 million in non-dilutive BARDA funding supports SCY-247 development, while SCY-770 progress and potential BREXAFEMME milestone payments remain less certain; risk has recently risen to high.
The thesis depends on SCY-247 advancing through Phase 2 and toward an NDA submission, and on continued progress with SCY-770. Near term, guidance cuts or further weakening in jobs data could weigh on the business backdrop, while continued strength from sector bellwethers could support healthcare-sector momentum.
For the next 1 to 3 years, SCYX offers a high-risk development story with meaningful external funding support but no established earnings base. The thesis hinges on clinical execution and commercialization, while the available evidence on those outcomes remains limited. 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.
| The company secured funding to support operations into mid-2029. |
| Improving |
| funding falls short of sustaining operations through mid-2029 |
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. |
Complete integration of Poxel's AMP kinase activator assets | SCYNEXIS is integrating Poxel's research assets to expand its drug pipeline. | Intact | integration progress stalls or reverses within next 12 months | 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.
$-1.95 → $-2.31 · observed estimates
$0.01B → $0.00B · 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 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-07-25 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-07-26 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-07-27 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-07-28 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-07-29 | $-2.52 | $6,677,330 | 2 / 3 |
| 2026-07-30 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-07-31 | $-2.52 | $6,677,330 | 2 / 3 |
| 2026-08-01 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-02 | $-2.52 | $6,677,330 | 2 / 3 |
| 2026-08-03 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-04 | $-2.52 | $6,677,330 | 2 / 3 |
| 2026-08-05 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-06 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-08 | $-2.52 | $6,677,330 | 2 / 3 |
| 2026-08-09 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-10 | $-2.52 | $6,677,330 | 2 / 3 |
| 2026-08-12 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-13 | $-2.52 | $6,677,330 | 2 / 3 |
| 2026-08-14 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-15 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-16 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-17 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-18 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-19 | $-1.95 | $6,677,333 | 1 / 2 |
| 2026-08-20 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-21 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-22 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-23 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-24 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-25 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-26 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-27 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-28 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-29 | $-1.81 | $6,677,333 | 1 / 2 |
| 2026-08-30 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-08-31 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-01 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-02 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-03 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-04 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-05 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-06 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-07 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-08 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-09 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-10 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-11 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-12 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-13 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-14 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-15 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-16 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-17 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-18 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-19 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-20 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-21 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-22 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-23 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-24 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-25 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-26 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-27 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-28 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-29 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-09-30 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-01 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-02 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-03 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-04 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-05 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-06 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-07 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-08 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-09 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-10 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-11 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-12 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-13 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-14 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-15 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-16 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-17 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-18 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-19 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-20 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-21 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-22 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-23 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-24 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-25 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-26 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-27 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-28 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-29 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-30 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-10-31 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-11-01 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-11-02 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-11-03 | $-2.31 | $1,305,500 | 1 / 2 |
| 2026-11-04 | $-2.31 | $1,305,500 | 1 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 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.