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IPIPHA

Innate Pharma S.A.

$IPHA·$160M·Biotechnology·Healthcare
$1.70+0.3%YTD-6.6%1Y-6.6%
Price updated 6h ago·X counts updated 1d ago
IPIPHA
$IPHAInnate Pharma S.A.
$1.70+0.29%5 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IPHA 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.

5X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-17

Innate Pharma chatter is uniformly bullish - Sobi entered a strategic partnership with IPHA to license lacutamab in T-cell lymphoma, with IPHA eligible to receive up to $465M ($75M upfront). BTIG raised its price target from $8 to $9. Bulls describe the deal as significantly boosting confidence in a Phase 3 PSC out-license this year for CMMB (framing it as a lower-risk alternative to gambling on binary readouts like TENX, TECX, SION). Two Phase 3 rare-disease deals landed within 48 hours (IPHA and MREO).

Read what X is saying about $IPHA

  • 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 $IPHA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-27

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Innate Pharma just landed a Sobi partnership for lacutamab — up to $465M plus BTIG raise to $9 give the coil substance.

Innate Pharma is a French-listed clinical-stage biotech developing immuno-oncology therapies. The equity has just landed a substantive strategic partnership that should reset the tape.

  • The revenue picture is small and volatile: Q2 revenue was $6.5M with EPS mixed — this is a partnership-heavy biotech where quarterly comparisons don't matter as much as milestone revenue.
  • The valuation is stretched on trailing math: 62x sales on a business with 100% gross margin but -21% operating margin — priced on continued pipeline validation across immuno-oncology programs.
  • The catalyst is dated and real: Sobi entered a strategic partnership with IPHA to license lacutamab in T-cell lymphoma with IPHA eligible to receive up to $465M ($75M upfront) — plus BTIG raised its price target from $8 to $9.

There is no visible next earnings date — the trade lives on lacutamab program milestones and additional partnership announcements. Any Phase 3 CMMB out-license this year plus other pipeline milestones extend the coil; a Phase 3 setback or fresh dilutive raise is the invalidation. The 'two Phase 3 rare-disease deals within 48 hours' cohort framing (IPHA and MREO) captures the substantive sub-thesis.

Agrees with X sentimentAligned that the Sobi lacutamab partnership at up to $465M plus BTIG's $9 raise is substantive dated capital and the two-Phase 3 rare-disease deals within 48 hours (IPHA and MREO) cohort framing is the right context — a lower-risk alternative to gambling on binary readouts.

What to watch: Any Phase 3 CMMB out-license announcement, lacutamab program milestones, additional partnership announcements, and any next-earnings-date confirmation. Additional out-license announcements extend the coil; a Phase 3 setback is the invalidation.

earnings missing

Read the AI verdict on $IPHA

  • 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.

French biotech developing innate immune system antibodies for oncology, with monalizumab in partnership with AstraZeneca.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

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

What this means for $IPHA

Partial — French biotech developing innate immune system antibodies for oncology, with monalizumab in partnership with AstraZeneca.

Top industry ETF

$IBBiShares Biotechnology ETF
+24.2%YTD
+48.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-3.3How 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
-156%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
-20.6%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
-30.7%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
61.7Same 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
5.9%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
100%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
-1.0Total 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 2026Sep 17, 2026$-0.24$-0.29+18.1%
Q1 2026May 13, 2026$-0.35$-0.35+0.8%
Q3 2025Nov 13, 2025$-0.30$-0.33+9.8%
Q1 2025May 13, 2025$-0.35$-0.27-29.5%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$-2.1M-112.5%-890%1351%$-0.30$-23.5M
Q2 FY25$4.9M-86.2%-322%-523%$-0.25$-34.1M
Q4 FY24$276K-96.7%10635%-9153%$-0.30$-10.0M
Q2 FY24$12.3M-70.1%-136%-213%$-0.31$2.8M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$48.4M$11.0M – $104.4M-$0.14-$0.36 – $0.002
FY27$70.2M$16.0M – $151.6M-$0.12-$0.31 – $0.002
FY28$131.7M$30.0M – $284.2M$0.59-$0.00 – $1.471
FY29$97.4M$22.2M – $210.3M$0.25-$0.00 – $0.641
FY30$142.8M$32.5M – $308.1M$0.52-$0.00 – $1.301

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.0.8×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.34%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.-13.5%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.-2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 70.6M 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.β0.885-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.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 24 other (22 6-Ks · 2 13Gs) in window

Recent news

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

Innate Pharma (IPHA) Upgraded to Buy: Here's What You Should Knowzacks.com·6d agoInnate Pharma S.A. (IPHA) Q2 2026 Earnings Call Transcriptseekingalpha.com·12d agoInnate Pharma Q2 Earnings Call Highlightsmarketbeat.com·12d agoInnate Pharma Reports First Half 2026 Business Update and Financial Resultsbusinesswire.com·12d agoInnate and Sobi Announce Partnership Is Now Effective Following Completion of Closing Conditionsbusinesswire.com·13d ago

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Voices on X · last 7 days

No standout posts about $IPHA 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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