Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Skye Bioscience Inc (SKYE)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$1.04-8.77%
Close 2026-11-05 · 1-day change
NASDAQHealth 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 SKYE 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 |
|---|---|---|---|---|
Maintain capital to fund operations through late 2026 | The company manages capital to fund operations through late 2026 despite net losses of $9.7M to $18M per quarter. | Intact | Capital runs out before Q4 2026 | 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.
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.
SKYE is a high-risk, speculative clinical-stage story, not an established earnings compounder. The long-term thesis weakened this month, and confidence in the evidence is low.
The evidence does not provide a valuation measure or a clear account of market expectations, so whether SKYE is cheap or expensive versus peers cannot be assessed. It does show ongoing losses and a weakened recent thesis, leaving little evidence here to support a claim that favorable outcomes are already assumed.
Near term, continued operating losses and negative cash from operations make funding discipline important. Management says available capital is expected to cover operations and key clinical milestones through Q4 2026 and into 2027, while the announced Redx Pharma transaction is expected to close in Q4 2026 with approximately $125 million in financings. RXC008 is planned for a Phase 2 study, with topline data expected in H2 2028, so evidence on the program remains years away.
The near-term setup hinges on completing and integrating the Redx Pharma transaction, and on management maintaining funding through the planned milestones. A guidance cut or further weakening in jobs data would add pressure, while continued strong results and guidance from healthcare bellwethers could support sector momentum. The evidence also notes a CEO transition and M&A activity, but offers limited detail on their implications.
Over the next 1 to 3 years, SKYE’s multi-year view depends on transaction execution, adequate funding, and progress toward clinical evidence, with high risk and limited visibility. The thesis has weakened, and the available evidence does not resolve the key execution and clinical uncertainties. 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.
| Skye Bioscience advances nimacimab through clinical trials with key milestones expected by Q4 2026. |
| Improving |
| Failure to achieve key clinical milestones by Q4 2026 |
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. |
Leverage Halozyme partnership for drug delivery development | Strategic partnership with Halozyme supports drug delivery development. | Intact | Failure to advance drug delivery development via partnership by end 2027 | 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.
$-1.13 → $-6.75 · observed estimates
$0.00B → Unavailable · 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 | $-1.13 | $0 | 6 / 7 |
| 2026-07-25 | $-1.13 | $0 | 6 / 7 |
| 2026-07-26 | $-1.13 | $0 | 6 / 7 |
| 2026-07-27 | $-1.18 | Unavailable | 5 / 0 |
| 2026-07-28 | $-1.13 | $0 | 6 / 7 |
| 2026-07-29 | $-1.13 | $0 | 6 / 7 |
| 2026-07-30 | $-1.13 | $0 | 6 / 7 |
| 2026-07-31 | $-1.13 | $0 | 6 / 7 |
| 2026-08-01 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-02 | $-1.13 | $0 | 6 / 7 |
| 2026-08-03 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-04 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-05 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-06 | $-1.13 | $0 | 6 / 7 |
| 2026-08-08 | $-1.13 | $0 | 6 / 7 |
| 2026-08-09 | $-1.13 | $0 | 6 / 7 |
| 2026-08-10 | $-1.13 | $0 | 6 / 7 |
| 2026-08-12 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-13 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-14 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-15 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-16 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-17 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-18 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-19 | $-1.18 | Unavailable | 5 / 0 |
| 2026-08-20 | $-1.03 | Unavailable | 4 / 0 |
| 2026-08-21 | $-1.03 | Unavailable | 4 / 0 |
| 2026-08-22 | $-1.03 | Unavailable | 4 / 0 |
| 2026-08-23 | $-1.03 | Unavailable | 4 / 0 |
| 2026-08-24 | $-1.03 | Unavailable | 4 / 0 |
| 2026-08-25 | $-8.23 | Unavailable | 4 / 0 |
| 2026-08-26 | $-8.23 | Unavailable | 4 / 0 |
| 2026-08-27 | $-8.23 | Unavailable | 4 / 0 |
| 2026-08-28 | $-8.23 | Unavailable | 4 / 0 |
| 2026-08-29 | $-6.74 | Unavailable | 4 / 0 |
| 2026-08-30 | $-6.74 | Unavailable | 4 / 0 |
| 2026-08-31 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-01 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-02 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-03 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-04 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-05 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-06 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-07 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-08 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-09 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-10 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-11 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-12 | $-6.74 | Unavailable | 4 / 0 |
| 2026-09-13 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-14 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-15 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-16 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-17 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-18 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-19 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-20 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-21 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-22 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-23 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-24 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-25 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-26 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-27 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-28 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-29 | $-6.74 | Unavailable | 3 / 0 |
| 2026-09-30 | $-6.74 | Unavailable | 3 / 0 |
| 2026-10-01 | $-6.74 | Unavailable | 3 / 0 |
| 2026-10-02 | $-6.74 | Unavailable | 3 / 0 |
| 2026-10-03 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-04 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-05 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-06 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-07 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-08 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-09 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-10 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-11 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-12 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-13 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-14 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-15 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-16 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-17 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-18 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-19 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-20 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-21 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-22 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-23 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-24 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-25 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-26 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-27 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-28 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-29 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-30 | $-6.75 | Unavailable | 3 / 0 |
| 2026-10-31 | $-6.75 | Unavailable | 3 / 0 |
| 2026-11-01 | $-6.75 | Unavailable | 3 / 0 |
| 2026-11-02 | $-6.75 | Unavailable | 3 / 0 |
| 2026-11-03 | $-6.75 | Unavailable | 3 / 0 |
| 2026-11-04 | $-6.75 | Unavailable | 3 / 0 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 2 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.