SENSEI BIOTHERAPEUTICS INC (SNSE)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$13.85+6.54%
Close 2026-06-15 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · SNSE
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 recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
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 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
Elevated risk of a next-quarter earnings miss: this name has been missing across recent quarters and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 66 industry peers · Company calendar date is not available
SNSE — M&A activity — Termination of a Material Definitive Agreement
Dated 2026-06-15
Termination of a Material Definitive Agreement. As previously disclosed, on March 15, 2022, Faeth Therapeutics, Inc., formerly known as Sensei Biotherapeutics, Inc. (the “Company”) entered into a Sales Agreement (the “Prior Sales Agreement”) with Jefferies LLC (“Jefferies”), pursuant to which the Company from time to time may offer and sell shares of its common stock through or to the Agent having an aggregate offering price of up to $50 million. On June 10, 2026, the Company delivered writte…
Why it matters: The trial is due to report in the second half of 2026. A clear benefit would support PIKTOR's lead role.
Watch forThe company reports topline Phase 2 results by year-end 2026, and the trial meets its stated main measure of benefit.
Also watch forThe trial misses its stated main measure, or the company delays topline results beyond 2026.
Why it matters: Sensei said it was completing this trial before changing its name to Faeth. A clear update would show whether the program remains active.
Watch forThe company reports that the Phase 1/2 trial is complete and gives results or a next step.
Also watch forThe company says the trial has stopped, or gives no update in its next company report.
Why it matters: Stockholders approved conversion of the preferred shares in June. The final common share count may differ because of holder ownership limits.
Watch forA company filing confirms the final conversion count is near 24.4 million shares.
Also watch forA filing shows a conversion count far above or below 24.4 million shares.
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 | ±$320 on $10,000 · ±3.2% | How much price usually moves either way. |
| Bad day | $1,194 loss on $10,000 · 11.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,923 loss on $10,000 · 69.2% | 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.