LeonaBio
Develops lasofoxifene for metastatic breast cancer and ATH-1105 for ALS.
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Profile
Advances lasofoxifene for ESR1-mutated metastatic breast cancer alongside ATH-1105 for ALS. The clinical-stage company relies on licensed rights for lasofoxifene outside Asia and certain Middle East countries.
Develops a pair of clinical-stage small-molecule programs: lasofoxifene for ESR1-mutated metastatic breast cancer and ATH-1105 for ALS. Lasofoxifene is being studied with abemaciclib in ELAINE-3, while ATH-1105 is being prepared for an ALS clinical study.
The oncology program was in-licensed from Sermonix and Ligand; the company holds development and commercialization rights outside Asia and certain Middle East countries. Its portfolio therefore spans oncology and neurodegeneration rather than a single therapeutic area.
Operations are based in Bothell, Washington, with a small development team. Clinical execution and territorial license rights for lasofoxifene shape the business.
Company facts
Key statistics
Year to date +14.9% · Average volume (30d) 37.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Mizuho Securities | Target | $10 | $15 | ||
| Jul 30, 2026 | Citigroup | Upgrade | Outperform | |||
| Jul 30, 2026 | Citizens | Upgrade | Market Perform | Market Outperform | ||
| May 27, 2026 | Piper Sandler | Target | $20 | |||
| Feb 19, 2026 | Mizuho | Upgrade | Neutral | Outperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026Q2 FY26 | −$1.39 | −$0.80 | +42.4% | — | — | — | −3.26% |
| May 7, 2026Q1 FY26 | −$2.28 | −$1.73 | +24.0% | — | — | — | +1.83% |
| Mar 26, 2026Q4 FY25 | −$1.35 | −$18.92 | −1,300.3% | — | — | — | −7.33% |
| Nov 6, 2025Q3 FY25 | −$1.06 | −$1.68 | −58.5% | — | — | — | −3.99% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | −$243.0K | −$200.0K | −$243.0K | −$68.1M | −$231.0K | $0 | |
| Operating income | −$9.5M | −$7.3M | −$6.9M | −$78.6M | −$18.1M | −$19.5M | |
| Net income | −$9.1M | −$7.0M | −$6.6M | −$82.9M | −$32.9M | −$19.0M | |
| Diluted EPS | −$2.30 | −$1.78 | −$1.68 | −$18.94 | −$7.71 | −$4.45 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $51.1M · Total debt $577.0K · Total assets $56.9M · Shareholders' equity $33.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 3.94M · Float 2.68M · 68.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Perceptive Advisors LLC | 1.89M | 19.99% | 13D | Aug 25, 2026 |
| ADAR1 Capital Management, LLC | 727.5K | 7.70% | 13G | May 15, 2026 |
| Mark James Litton · director, officer: PRESIDENT and CEO | 57.9K | 1.47% | Form 4 | Mar 5, 2026 |
| Kevin Church · officer: CHIEF SCIENTIFIC OFFICER | 25.2K | 0.64% | Form 4 | Mar 5, 2026 |
| Mark Worthington · officer: GENERAL COUNSEL and CCO | 18.4K | 0.47% | Form 4 | Mar 5, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 4, 2026 | Martin Javier San | officer: CHIEF MEDICAL OFFICER | −1,720 | $5.37 |
| Mar 4, 2026 | Kevin Church | officer: CHIEF SCIENTIFIC OFFICER | −1,359 | $5.37 |
| Mar 4, 2026 | Mark Worthington | officer: GENERAL COUNSEL and CCO | −1,328 | $5.37 |
| Mar 4, 2026 | Robert Renninger | officer: CHIEF FINANCIAL OFFICER | −906 | $5.37 |
| Mar 4, 2026 | Mark James Litton | director, officer: PRESIDENT and CEO | −5,156 | $5.37 |
Peers
- Eli Lilly
Approved oral ER antagonist for ESR1-mutated metastatic disease
- Arvinas
Approved ER degrader for ESR1-mutated metastatic breast cancer
- AstraZeneca (ADR)
Phase 3 oral SERD for emerging ESR1-mutated advanced breast cancer
- Olema Pharmaceuticals
Late-stage oral ER therapy for ER-positive metastatic breast cancer
- Biogen
Commercial ALS therapy targeting the SOD1 genetic subtype
- Ionis Pharmaceuticals
Phase 3 RNA-targeted therapy for FUS-mutation ALS
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LeonaBio | $7.83 | −2.12% | $31.6M | — | — | — | — |
| Eli Lilly | $1,173.00 | −0.08% | $1.10T | 39.4 | 28.7 | 13.9 | +47.7% |
| Arvinas | $9.18 | +0.05% | $592.3M | 57.4 | — | 1.9 | +1,014.7% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| Olema Pharmaceuticals | $10.50 | +2.14% | $897.1M | — | — | — | — |
| Biogen | $218.19 | −0.14% | $32.28B | 38.7 | 16.5 | 3.2 | +3.4% |
| Ionis Pharmaceuticals | $61.05 | +0.02% | $10.15B | — | — | 11.6 | −40.7% |
| Median | 39.0 | 16.5 | 4.1 | +6.4% |