TickerTalks
Browse all tickers →
TickerTalks›$CLNN
CLCLNN

Clene Inc.

$CLNN·$56M·Biotechnology·Healthcare
$4.35+4.8%YTD-25.4%1Y-31.2%
Price updated 2h ago
CLCLNN
$CLNNClene Inc.
$4.35+4.82%0 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CLNN 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.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

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

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-19

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

$56M ALS-focused biotech eyeing a Q4 NDA filing — the regulatory calendar is the whole story, cash is thin.

Clene is a clinical-stage biotech developing CNM-Au8, a proprietary gold-nanocrystal suspension being evaluated for amyotrophic lateral sclerosis (ALS) — a difficult neurology indication where regulatory outcomes have been mixed for years.

  • The near-term catalyst: Clene eyes a Q4 NDA filing for the ALS drug after FDA-requested biomarker analyses were completed — that's a concrete regulatory milestone but the FDA's requesting biomarker analyses (rather than solely clinical endpoints) suggests the underlying clinical package was borderline.
  • Q2 was a big EPS miss: -$1.08 versus -$0.37 estimate (-193.5%) on $90K revenue against a $61K consensus — the massive EPS miss on essentially zero revenue reflects an accounting item, likely a non-cash R&D or stock-based compensation charge tied to the operating restructuring for the NDA push.
  • Insider activity is significant: David Matlin received a 434,451 share A-Award (~$1.42M value) September 16; Alison Mosca received 198,171 shares (~$650K); Robert Etherington received 15,244 shares (~$50K) — the total ~$2M in RSU grants is consistent with executive retention ahead of a major regulatory catalyst.
  • The $4M registered direct offering (announced in the news window) is a small dilutive step, meant to extend runway rather than fund a launch — that alone signals the balance sheet is thin.
  • Analyst consensus captures the binary: FY26 revenue $276K with EPS -$1.08 versus FY27 revenue $26.4M with EPS -$1.50 — the FY27 revenue jump entirely depends on ALS commercialization.
  • Debt-to-equity -0.90 reflects negative equity — a structural weakness that limits capital-market flexibility.

A thin-cash ALS binary with a real regulatory calendar and no cushion for delay.

What to watch: The Q4 2026 NDA filing itself (does it land on time) and any communication about the FDA's request for biomarker analyses being addressed; a filed NDA transforms the equity into a binary approval story, but any additional FDA-request cycle extends the timeline past cash runway.

On the calendar: Q3 earnings 2026-11-12

no sentiment datanegative equity

Read the AI verdict on $CLNN

  • 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
Free, forever. No credit card.

What it does

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

Clinical-stage biotech using clean-surfaced gold nanocrystals as therapeutic platforms for neurological diseases.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

Top industry ETF

$IBBiShares Biotechnology ETF
+22.1%YTD
+42.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-1.1How 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
-105%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
-103%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
-31.1%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
260.8Same 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
215%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
-110%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
-0.9Total 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 14, 2026$-1.08$-0.37-193.5%
Q1 2026May 14, 2026$-0.69$-0.50-38.0%
Q4 2025Mar 12, 2026$-0.93$-0.74-25.7%
Q3 2025Nov 13, 2025$-0.85$-0.60-41.7%
Next earningsThu, Nov 12·consensus EPS $-0.46

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$90K+233.3%60.0%-5941%$-1.08$-2.6M
Q1 FY26$15K-81.5%-2267%-13740%$-0.69$-4.5M
Q4 FY25$77K-15.4%70.1%-9408%$-0.93$-4.8M
Q3 FY25$15K-82.8%100%-37653%$-0.85$-4.0M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$276K$187K – $356K-$1.08-$2.56 – $0.404
FY27$26.4M$1.2M – $51.6M-$1.50-$1.79 – -$1.194
FY28$194.0M$27.2M – $316.6M$2.29-$0.62 – $6.165
FY29$418.1M$46.5M – $780.3M$6.25-$0.97 – $13.282
FY30$598.3M$66.5M – $1.1B$10.29-$1.60 – $21.882

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.1.5×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.11%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.-8.0%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.-21.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 9.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.β0.955-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

SellMay 12Chidozie Ugwumba10% owner73.3K sh$454KSellMay 11Chidozie Ugwumba10% owner22.2K sh$150KSellMay 4Chidozie Ugwumba10% owner72.9K sh$496KSellMay 1Chidozie Ugwumba10% owner5.8K sh$35KSellApr 30Chidozie Ugwumba10% owner5.7K sh$35KSellApr 29Chidozie Ugwumba10% owner12.2K sh$69KSellApr 28Chidozie Ugwumba10% owner1.6K sh$9KSellApr 21Chidozie Ugwumba10% owner61.3K sh$377KSellApr 20Chidozie Ugwumba10% owner4.3K sh$26KSellApr 17Chidozie Ugwumba10% owner25.0K sh$161K
1–10 of 20
+ 23 other (22 awards · 1 other) in window

See when $CLNN 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.

Recent news

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

Clene Announces $4 Million Registered Direct Offeringglobenewswire.com·5d agoCanopy Growth (NASDAQ:CGC) vs. Clene (NASDAQ:CLNN) Financial Comparisondefenseworld.net·10d agoClene to Present at Upcoming September Investor Conferencesglobenewswire.com·17d agoClene Eyes Q4 NDA for ALS Drug After FDA-Requested Biomarker Analysesmarketbeat.com·31d agoPresenting on Emerging Growth Conference 95 Day 2 on August 20; Register to live streamglobenewswire.com·32d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ALT$MRNA$AURA$NWBO$IBRX$SLS$IOVA$CMPS
Voices on X · last 7 days

No standout posts about $CLNN 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.

PrivacyTermsSupport