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AGAGMB

AgomAb Therapeutics N.V. American Depositary Shares

$AGMB·$714M·Biotechnology·Healthcare
$13.22-5.2%1Y-4.8%
Mentions · last 7 days
2026-08-07: 2 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 4 posts2026-08-11: 0 posts2026-08-12: 2 posts2026-08-13: 2 posts10+14%
Price updated 1d ago·X counts updated 2d ago
AGAGMB
$AGMBAgomAb Therapeutics N.V. American Depositary Shares
$13.22-5.20%10 posts+14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AGMB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Agomab Therapeutics recent-listing biotech advancing NOV-ERA Phase 2b of ontunisertib in fibrostenosing Crohn's — high-risk, high-reward with new board appointments.

Agomab is a recent listing with only two Q4 prints in the bundle (rev $0, EPS -$0.32 and -$0.36) — pre-revenue clinical-stage biotech; H1 2026 financial results confirmed the 2026 outlook per the company release.

  • Consensus FY26 revenue $683K / EPS -$1.80 walking to $820K / -$2.10 FY27 and $902K / -$2.21 FY28 (4 analysts) — modeled losses through FY28 as ontunisertib clinical spend ramps; revenue only starts to matter well past this window.
  • NOV-ERA Phase 2b study of ontunisertib in fibrostenosing Crohn's Disease design just disclosed — the near-term readout timeline determines any commercial-inflection window; the board appointments of Marino Garcia and Dr. Naimish Patel signal governance strengthening ahead of the study.
  • -5% over 12 months, position vs 200-day / 52-week percentile null in the pack (short trading history), +12% above 50-day MA, beta 1.64, float 36.3M — mid-recovery on a fresh-listing base.

Next print 2027-03-03 is far — the real events are NOV-ERA Phase 2b enrollment updates, any partnering announcement, and cash-runway commentary at investor conferences before the annual report.

What to watch: NOV-ERA Phase 2b enrollment updates, any partnering announcement for ontunisertib, cash-runway commentary at investor conferences, and the March 3, 2027 annual report.

On the calendar: 2027-03-03 — annual results

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $AGMB

Neutral — Clinical-stage biotech developing disease-modifying therapies for chronic fibrotic and inflammatory conditions targeting the HGF/MET pathway; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+44.4%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$-0.91$-0.38-137.6%
Q1 2026Jun 3, 2026$-0.45$-0.42-6.8%
Q4 2025Feb 25, 2026$-0.36$-0.52+30.3%
Next earningsWed, Mar 3·consensus EPS $-1.00

Quarterly trend

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

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$683K$683K – $683K-$1.80-$2.02 – -$1.594
FY27$820K$820K – $820K-$2.10-$2.44 – -$1.524
FY28$902K$902K – $902K-$2.21-$2.65 – -$1.844
FY29$1.3M$1.3M – $1.3M-$2.23-$2.23 – -$2.233
FY30$1.3M$1.3M – $1.3M-$2.36-$2.36 – -$2.363

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.+5.9%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 · 36.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β1.645-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.

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 holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 17 other (6 6-Ks · 5 13Gs · 3 3s · 1 20-F) in window

Recent news

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

Agomab Announces Proposed Appointments of Marino Garcia and Dr. Naimish Patel to Board of Directorsglobenewswire.com·5d agoAgomab Reports Half Year 2026 Financial Results and Confirms 2026 Outlookglobenewswire.com·9d agoAgomab Announces Design of NOV-ERA Phase 2b Study with Ontunisertib in Fibrostenosing Crohn's Diseaseglobenewswire.com·53d agoAgomab Announces Design of NOV-ERA Phase 2b Study with Ontunisertib in Fibrostenosing Crohn’s Diseaseglobenewswire.com·53d agoAgomAb Therapeutics: High Risk, High Reward Stockseekingalpha.com·73d 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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