Surrozen Inc (SRZN)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · SRZN
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.
Exhibit 99.1 Surrozen Reports Second Quarter 2026 Financial Results and Provides Business Update Planned IND submission for SZN-8141 in diabetic macular edema by the end of the third quarter of 2026…
Stated in 2 of 2 supplied quarters. Management reported: “DUET is anticipated to initiate by year-end 2026, with initial data expected in the second half of 2027.” “First patient dosing is expected in the fourth quarter of 2026, with initial data expected in the second half of 2027.”
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 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Exhibit 99.1 Surrozen Reports Second Quarter 2026 Financial Results and Provides Business Update Planned IND submission for SZN-8141 in diabetic macular edema by the end of the third quarter of 2026…”
“Exhibit 99.1 Surrozen Reports First Quarter 2026 Financial Results and Provides Business Update On track to submit an Investigational New Drug application for SZN-8141 to FDA in the second half of 20…”
"With expected cash runway into 2029, we are well positioned to advance SZN-8141 into the DUET Phase 1b/2a study and initiate clinical development of SZN-8143, while maintaining a disciplined approac…
Stated in 1 of 2 supplied quarters. Management reported: “Following the closing, Surrozen expects its cash, cash equivalents and marketable securities to provide cash runway into 2029, including funding for completion of the DUET Phase 1b/2a study of SZN-8141 and initial Phase 1b clinical development of SZN-8143.” “Second Quarter 2026 Financial Highlights - Cash Position : Cash and cash equivalents were $102.0 million as of June 30, 2026, compared to $106.9 million as of March 31, 2026.”
“Exhibit 99.1 Surrozen Reports First Quarter 2026 Financial Results and Provides Business Update On track to submit an Investigational New Drug application for SZN-8141 to FDA in the second half of 20…”
Business Highlights, Recent Developments and Upcoming Milestones o The Company continues to advance its ophthalmology pipeline (SZN-8141 and SZN-8143) and expects to submit an Investigational New Dru…
Stated in 2 of 2 supplied quarters. Management reported: “- Revenue: • Collaboration and License Revenue : Collaboration and license revenue was $5.0 million for the quarter ended June 30, 2026 attributable to the recognition of a milestone achieved under a collaboration and license agreement with Boehringer Ingelheim in June 2026.” “The Company received a $5.0 million payment from Boehringer Ingelheim in April 2026.” Revenue was $5.000 million in 2026-Q1.
“Business Highlights, Recent Developments and Upcoming Milestones o The Company continues to advance its ophthalmology pipeline (SZN-8141 and SZN-8143) and expects to submit an Investigational New Dru…”
“o In March 2026, Boehringer Ingelheim achieved a research milestone under the agreement for SZN-413, reflecting a positive outcome of the IND-enabling GLP toxicology study.”
Progress the company's retinal-disease candidates and develop its ophthalmology franchise around Wnt pathway biology.
Advance clinical development by submitting IND for SZN-8141 and initiating Phase 1b/2a DUET study in diabetic macular edema by end of 2026.
Over the trailing year it converted 0.22x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.