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AGAGMB

AgomAb Therapeutics N.V. American Depositary Shares

$AGMB·$447M·Biotechnology·Healthcare
$8.28-0.6%1Y-43.5%
Price updated 5h ago·X counts updated 5d ago
AGAGMB
$AGMBAgomAb Therapeutics N.V. American Depositary Shares
$8.28-0.60%44 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AGMB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

44X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AGMB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 61% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AGMB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

AgomAb Phase IIa STENOVA positive data in fibrotic Crohn's — biotech with real catalyst stack and a $37.50 target.

AgomAb Therapeutics is a Belgian-US clinical-stage biotech with a credible fibrosis platform — the October 1 Phase IIa STENOVA open-label extension data for ontunisertib in fibrostenosing Crohn's disease delivered sustained disease control, and the sell-side average target price has moved to $37.50.

  • The lead program ontunisertib targets a fibrotic Crohn's population that has limited treatment options; the data readout is the first clinical validation of the platform at scale, which usually precedes licensing or partnership discussions.
  • Q2 EPS of -$0.91 was 177% below the $1.18 estimate, but EPS surprises for pre-revenue biotech are not meaningful — the real metric is the clinical catalyst stack, which continues to deliver.
  • Two new directors (Marino Garcia and Naimish Patel) filed Form 3s on September 15 — a governance refresh consistent with a company moving from private to public-equity full discipline.

At $8.56 and no 52-week range data captured, the stock is trading well below the sell-side's $37.50 consensus; the forward model shows 2027 revenue near zero and losses continuing through 2029, so this is entirely a pipeline-value bet with the next Phase IIa or Phase III readout as the catalyst.

What to watch: Next STENOVA or ontunisertib Phase IIb/III design update; cash runway disclosure in next earnings; any licensing or partnership announcement from large-pharma; follow-on insider activity from new directors.

On the calendar: Full-year earnings scheduled 2027-03-03

Read the AI verdict on $AGMB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing disease-modifying therapies for chronic fibrotic and inflammatory conditions targeting the HGF/MET pathway.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $AGMB.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $AGMB

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-22.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-20.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-21.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.91$1.18-177.4%
Q1 2026Apr 23, 2026$-45.69$-0.52-8741.0%
Q4 2025Feb 25, 2026$-0.36$-0.52+30.3%
Next earningsWed, Mar 3·consensus EPS $-0.95

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$0———$-0.36$-13.2M
Q4 FY24$0———$-0.32$-12.8M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$442K$442K – $442K-$1.75-$2.07 – -$1.396
FY27$530K$530K – $530K-$2.05-$2.56 – -$1.306
FY28$1.0M$1.0M – $1.0M-$2.13-$2.53 – -$1.835
FY29$1.4M$1.4M – $1.4M-$2.36-$2.36 – -$2.362
FY30$1.5M$1.5M – $1.5M-$1.89-$1.89 – -$1.892

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-31.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.805-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy3 insiders bought shares in the last 30 days.

Recent transactions

BuyOct 8David R EpsteinDirector5.0K sh$45KBuyOct 6David R EpsteinDirector5.0K sh$44KBuyOct 6Kemula Pierre Thadee VictorCFO10.0K sh$86KBuyOct 6Knotnerus Tim JasperCEO5.0K sh$44KBuyOct 5David R EpsteinDirector5.0K sh$43KBuyOct 5Knotnerus Tim JasperCEO6.0K sh$51K
+ 2 other (2 awards) in window

See when $AGMB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 153
AI summary

Marino Garcia filed a initial Form 3 beneficial ownership statement for AgomAb Therapeutics NV (AGMB) on 2026-09-15, reporting their status as a director. This is an administrative Section 16 disclosure required when a new insider (director, officer, or 10% holder) first reports their holdings; it signals a change in the company's executive or governance structure rather than a market transaction.

3New insider — initial holdingsSep 153
AI summary

Naimish Patel filed a initial Form 3 beneficial ownership statement for AgomAb Therapeutics NV (AGMB) on 2026-09-15, reporting their status as a director. This is an administrative Section 16 disclosure required when a new insider (director, officer, or 10% holder) first reports their holdings; it signals a change in the company's executive or governance structure rather than a market transaction.

+ 13 other (9 6-Ks · 3 13Gs · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Agomab Announces First Patient Dosed in Global NOV-ERA Phase 2b Study of Ontunisertib in Fibrostenosing Crohn's Diseaseglobenewswire.com·3d agoAgomAb Therapeutics NV (AGMB) Discusses Open-Label Extension Results of Phase IIa STENOVA Study in Fibrosing Crohn's Disease Transcriptseekingalpha.com·15d agoAgomab Therapeutics Experimental Drug Delivers Sustained Disease Control in Long-Term Crohn's Disease Trialbenzinga.com·16d agoAgomab Reports Positive Topline Data from STENOVA Open-Label Extension Study of Ontunisertib in Fibrostenosing Crohn's Diseaseglobenewswire.com·16d agoAgomAb Therapeutics NV (NASDAQ:AGMB) Stock Has Average Target Price of $37.50defenseworld.net·17d ago

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Voices on X · last 7 days

No standout posts about $AGMB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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