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ALALT

Altimmune, Inc.

$ALT·$428M·Biotechnology·Healthcare
$2.20-6.8%YTD-34.8%1Y-43.4%
Price updated 7h ago·X counts updated 5d ago
ALALT
$ALTAltimmune, Inc.
$2.20-6.78%232 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ALT 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.

232X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $ALT'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 88% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-13

$ALT sentiment is bullish as the alt.fun team CTO'd their main runner on Aug 5 and has burned 34,763,949 $ALT (roughly $58.7K) using revenue for burns. Bulls flag the HyperEVM meme season potential and speculate on a Robinhood Chain bridge that would meaningfully expand the addressable community.

Read what X is saying about $ALT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

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

Hinges on a big eventSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Altimmune is a pre-revenue GLP-1 biotech near 52-week lows — the X thread is about a crypto meme, not the drug trial.

Altimmune is a clinical-stage biotech developing pemvidutide, a GLP-1 / glucagon dual agonist for MASH (fatty liver) and obesity. The stock is a pre-revenue optionality bet on the next readout.

  • The business is pre-revenue: PS 6,643x and operating margin -2,692% — standard biotech-burn metrics where today's P&L has no bearing on the thesis.
  • 52-week range position is 5% at $2.76 — the stock is at the floor and the market has priced in meaningful trial-risk, which is why the Nov 5 earnings cadence update plus any Phase 2b data cadence matters disproportionately.
  • The thesis is binary: pemvidutide reads out on MASH or weight-loss endpoints and either competes with Lilly / Novo on the next-generation combos, or it doesn't — there is no middle outcome at this cap.

Nov 5 Q3 earnings is the near-term read for cash runway and trial timing — any positive update on MASH Phase 2b plus a credible competitive-differentiation message extends the stock. A dilutive raise or a Phase 2b signal that trails competitors and this breaks the floor further.

What to watch: Nov 5 Q3 earnings — cash runway, pemvidutide trial timeline, MASH Phase 2b readout cadence. A dilutive raise or trial setback is the hard invalidator.

On the calendar: 2026-11-05 — Q3 earnings

cashtag collision

Read the AI verdict on $ALT

  • 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 GLP-1/glucagon receptor agonists for obesity and metabolic liver disease.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

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

What this means for $ALT

Neutral — Clinical-stage biotech developing GLP-1/glucagon receptor agonists for obesity and metabolic liver disease.

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
-3.7How 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
-29.9%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
-2692%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
-30.1%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
6643.8Same 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
-42.6%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
-415%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
0.1Total 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 11, 2026$-0.12$-0.14+11.4%
Q1 2026May 13, 2026$-0.18$-0.25+28.0%
Q4 2025Mar 5, 2026$-0.27$-0.25-8.0%
Q3 2025Nov 6, 2025$-0.21$-0.29+27.6%
Next earningsThu, Nov 5·consensus EPS $-0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0-100.0%——$-0.18$-21.0M
Q4 FY25$26K+420.0%100%-111127%$-0.27$-19.4M
Q3 FY25$5K0.0%-299100%-417180%$-0.21$-11.9M
Q2 FY25$5K0.0%100%-458440%$-0.27$-19.7M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2K$2K – $2K-$0.58-$0.65 – -$0.536
FY27$25.7M$25.7M – $25.7M-$0.64-$0.85 – -$0.526
FY28$94.1M$94.1M – $94.1M-$0.63-$0.90 – -$0.428
FY29$34.2M$34.2M – $34.2M-$0.67-$0.67 – -$0.676
FY30$153.3M$153.3M – $153.3M-$0.71-$0.71 – -$0.716

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.1.1×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.1%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.-26.6%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.-34.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 183.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β0.185-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.

Recent transactions

BuyAug 13Durso Jerome BenedictCEO15.0K sh$44K
+ 17 other (11 awards · 3 exempts · 3 inkinds) in window

See when $ALT 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
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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 holdingsOct 23
AI summary

Richard Thomas Menziuso, an insider at Altimmune, Inc. (ALT), filed an initial Form 3 on October 2, 2026 disclosing his beneficial ownership of ALT securities upon assuming a reportable insider role, as required under Section 16(a) of the Securities Exchange Act of 1934. The filing is a standard administrative disclosure; full share counts and derivative positions are detailed in the form tables. No corporate event is implied by this Form 3.

8-KOfficer or director changeSep 298-K — Item 5.02: Officer or director change
AI summary

Altimmune, Inc. appointed Richard Menziuso as Vice President, Global Controller and Principal Accounting Officer, effective September 29, 2026; existing CFO Gregory Weaver remains in his role. Menziuso, age 51, brings 28 years of finance and accounting experience, including prior stints as VP Corporate Controller at Centessa Pharmaceuticals and North America Controller at Thermo Fisher Scientific. He is a CPA and holds a BBA in Public Accounting from Pace University. This is a routine administrative appointment adding a layer of accounting leadership without a change at the CFO level.

8-KPress release / Reg FDJul 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Altimmune Inc. (ALT) announced on July 28, 2026 that its RECLAIM Phase 2 trial of pemvidutide 2.4 mg in patients with moderate-to-severe alcohol use disorder (AUD) met its primary endpoint, achieving a highly statistically significant reduction in heavy drinking days per week versus placebo. Positive results were also observed on key secondary endpoints including a two-level reduction in WHO Risk Drinking Level and zero heavy drinking days — both FDA registrational endpoints — plus a reduction in phosphatidylethanol biomarker levels; a generally favorable safety profile was observed. Altimmune plans to request an End-of-Phase 2 meeting with the FDA. This is a transformative pipeline milestone for a small-cap biotech, potentially enabling a Phase 3 program in a large unmet-need indication.

8-KMaterial agreementApr 248-K — Item 1.01: Material agreement
AI summary

ALT entered into a underwriting agreement (8-K Item 1.01, dated 2026-04-24). Counterparty: Leerink Partners LLC and Barclays Capital Inc.. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)Apr 24424B5
AI summary

ALT filed a 424B5 prospectus supplement dated 2026-04-24, representing an active capital markets transaction. Priced at $0.0001 per share. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)Apr 22424B5
AI summary

ALT filed a 424B5 prospectus supplement dated 2026-04-22, representing an active capital markets transaction. Priced at $0.0001 per share. This represents immediate dilution to existing shareholders.

+ 13 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Altair Semiconductor Integrates Iridium NTN Direct into ALT1350 and ALT1550 Cellular IoT Chipsetsprnewswire.com·3d agoAltimmune Details Pemvidutide's Path Toward a Liver-Disease Franchisemarketbeat.com·16d agoAbbVie Showcases Leadership in Dermatology Research With New Clinical and Real-World Evidence Across Immune-Mediated Skin Diseases at 2026 EADV Congressgurufocus.com·17d agoAltimmune to Participate in Stifel Cardiometabolic Forumglobenewswire.com·24d agoAbbVie Announces European Commission Approval of RINVOQ® (upadacitinib) for the Treatment of Children with Active Polyarticular Juvenile Idiopathic Arthritisgurufocus.com·25d ago

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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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