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FEFENC

Fennec Pharmaceuticals Inc.

$FENC·$444M·Biotechnology·Healthcare
$12.27+4.2%1Y+38.3%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 1 posts2026-08-22: 0 posts30%
Price updated 2d ago·X counts updated 8d ago
FEFENC
$FENCFennec Pharmaceuticals Inc.
$12.27+4.25%3 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FENC, 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.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

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

Fennec (formerly Adherex) with PEDMARK for pediatric ototoxicity — revenue up 73%, Q2 EPS beat 150%.

Fennec Pharmaceuticals (formerly Adherex Technologies) sells PEDMARK — the first FDA-approved therapy to reduce hearing loss caused by cisplatin chemotherapy in pediatric cancer patients. The company is up 50% over the last year on the PEDMARK commercial ramp accelerating.

The setup that's compounding:

  • Revenue growth is exceptional: Q1 revenue grew 73% year-on-year to $15M following 74% and 79% the prior two — this is the PEDMARK volume ramp continuing as more pediatric oncology centers adopt the drug into their standard-of-care.
  • The Q2 EPS beat was material: EPS of $0.05 beat consensus by 150% following another 150% beat in Q1 — small in absolute terms but the trajectory matters, and the FY28 consensus of $1.52 EPS is a large step-up from FY26's $0.25.
  • The margin story is quintessential specialty biotech: gross margin at 92% and operating margin at negative 11% (narrowing rapidly) — as PEDMARK volume ramps against a fixed sales-force cost stack, the operating margin should flip positive and drop straight through to EPS.

Trajectory is accelerating at 82% of the 52-week range on the beat cadence; the Nov 12 Q3 print needs continued PEDMARK volume growth plus commentary on international expansion (Fennec has recently expanded into EU, UK markets) — a soft PEDMARK sequential ramp or an international-launch delay breaks the setup back toward $9.

What to watch: Nov 12 Q3 earnings — continued PEDMARK volume growth plus international expansion commentary sustains the multiple; a soft PEDMARK sequential ramp or an international-launch delay breaks the setup back toward $9.

On the calendar: 2026-11-12 — Q3 2026 earnings

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What it does

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

Specialty biopharma commercializing PEDMARK, the only FDA-approved therapy to prevent cisplatin-induced hearing loss in pediatric cancer patients.

Industry overviewAI analysisGenerated by AI from underlying data

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

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.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-41.6How 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
-9.0%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
-11.0%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
-1.3%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
8.7Same 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
-54.8%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
92.2%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 11, 2026$0.05$0.02+150.0%
Q1 2026May 14, 2026$0.01$-0.02+150.0%
Q4 2025Mar 24, 2026$-0.17$0.03-666.7%
Q3 2025Nov 13, 2025$-0.02$-0.08+75.0%
Next earningsThu, Nov 12·consensus EPS $0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$15.1M+72.6%96.2%-0.8%$0.01$2.4M
Q4 FY25$13.8M+73.8%87.2%-18.7%$-0.17$-6.0M
Q3 FY25$12.5M+78.7%94.7%-1.6%$-0.02$1.5M
Q2 FY25$9.7M+32.9%90.0%-28.3%$-0.12$-3.7M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$69.8M$68.0M – $73.0M$0.25$0.17 – $0.335
FY27$100.5M$97.7M – $105.5M$0.90$0.62 – $1.225
FY28$135.5M$110.4M – $149.4M$1.52$1.02 – $2.014
FY29$189.2M$170.5M – $201.7M$2.48$2.16 – $2.692
FY30$218.6M$197.0M – $233.1M$2.88$2.51 – $3.132

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.2.2×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.87%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.+13.8%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.+43.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 16.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β1.075-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

SellAug 27Robert AndradeCFO75.0K sh$884KSellAug 3Rosty RaykovFormer Director10.0K sh$96KSellJul 1Rosty RaykovFormer Director9.6K sh$100KSellJun 1Rosty RaykovDirector9.7K sh$94KSellMay 11Chris A RallisDirector8.3K sh$59KSellMay 1Rosty RaykovDirector10.8K sh$70K
+ 40 other (24 awards · 16 exempts) in window

See when $FENC 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
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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

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMay 188-K — Item 5.02: Officer or director change
8-KOfficer or director changeApr 288-K — Item 5.02: Officer or director change
+ 18 other (6 13Gs · 5 routine 8-Ks · 2 10-Qs · 2 S-8s) in window

Recent news

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

Can Adherex Technologies (FENC) Climb 26.53% to Reach the Level Wall Street Analysts Expect?zacks.com·18d agoFennec Pharmaceuticals Inc. (FENC) Q2 2026 Earnings Call Transcriptseekingalpha.com·19d agoAdherex Technologies Q2 Earnings Call Highlightsmarketbeat.com·19d agoAdherex Technologies Inc. (FENC) Beats Q2 Earnings and Revenue Estimateszacks.com·19d agoFennec Pharmaceuticals to Report Second Quarter 2026 Financial Results on August 11, 2026globenewswire.com·26d ago

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