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ORORKA

Oruka Therapeutics, Inc.

$ORKA·$5.7B·Biotechnology·Healthcare
$82.15-2.4%YTD+171.0%1Y+325.9%
Price updated 1h ago·X counts updated 2d ago
ORORKA
$ORKAOruka Therapeutics, Inc.
$82.15-2.42%114 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ORKA 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.

114X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ORKA'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 75% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-17

Oruka Therapeutics chatter is bullish - Q2 update highlights include $1.1B in cash (fully funded through BLA filing), FDMC ~$7.7B at $100/share, orka-001 Phase 1 28-week data due late Q3 2026 (with 52-week data in December), and orka-001 Phase 2b fully enrolled early with 187 subjects. ORKA is grouped with REPL, IMNM, and PTGX as biotech names making new highs. One critic frames Fairmount as soaking capital across ORKA and SYRE.

Read what X is saying about $ORKA

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

Driven by hypeCooling offAI verdict · as of 2026-09-28

Catching its breath after a run — could pick back up or fade from here.

Oruka is up 461% over 12 months on ORKA-001 psoriasis data — Week 28 data landed positive and the 52-week package is due in December.

Oruka Therapeutics is a clinical-stage biotech developing monoclonal antibody therapeutics for psoriasis and other inflammatory conditions — a pure catalyst-play name whose ORKA-001 program has become the whole thesis. The stock is up 179% YTD after a 461% T12M run.

  • The Week 28 psoriasis efficacy data landed positive: Sept 23 EVERLAST-A trial data showed deepening of responses without additional dosing — a real durability signal, though the stock dipped 5% on the print (buy-the-rumor-sell-the-news dynamic).
  • The financial position is unusually strong: $1.1B in cash reported at Q2 (fully funded through BLA filing), plus ORKA-001 Phase 2b fully enrolled with 187 subjects early — no dilution overhang for the near-term catalyst calendar.
  • The insider signal is loud into the highs: Paul Quinlan sold $936K on Sept 21 plus several other officers clipped — coordinated selling into a 461%-in-12-months move is exactly what tops in momentum biotechs look like.

Q3 earnings on Nov 11 is bracketed by the December 52-week ORKA-001 data — clean 52-week durability extends the leg to new highs; a plateau in the response or a safety signal and the P/S of essentially infinity gives back a big piece.

Agrees with X sentimentX bulls point to $1.1B cash (fully funded to BLA), the Phase 2b full enrollment, and the December 52-week readout — every one is real and dated. Clean agreement; the September insider selling into the highs is the piece the crowd isn't naming.

What to watch: Q3 earnings on Nov 11 bracketed by December 52-week ORKA-001 data — clean 52-week durability extends the leg; a plateau in response or a safety signal and the stock gives back a big piece.

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

orka001 wk52 decemberinsider selling clusterfully cash funded

Read the AI verdict on $ORKA

  • 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 long-acting monoclonal antibodies (ORKA-001/002) for psoriasis and inflammatory diseases.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

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

What this means for $ORKA

Neutral — Clinical-stage biotech developing long-acting monoclonal antibodies (ORKA-001/002) for psoriasis and inflammatory diseases.

Top industry ETF

$IBBiShares Biotechnology ETF
+24.4%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
-34.9How 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
-27.3%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
-2.9%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
-26.0%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 10, 2026$-0.55$-0.51-7.3%
Q1 2026May 13, 2026$-0.48$-0.55+12.2%
Q4 2025Mar 12, 2026$-0.45$-0.61+26.2%
Q3 2025Nov 12, 2025$-0.55$-0.56+1.8%
Next earningsWed, Nov 11·consensus EPS $-0.60

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.58$-23.7M
Q4 FY25$0———$-0.54$-22.7M
Q3 FY25$0———$-0.69$-21.7M
Q2 FY25$0———$-0.58$-23.2M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$0$0 – $0-$2.40-$2.63 – -$2.190
FY27$0$0 – $0-$2.83-$3.38 – -$2.160
FY28$0$0 – $0-$3.62-$6.08 – -$2.650
FY29$0$0 – $0-$4.05-$4.05 – -$4.050
FY30$155.9M$155.9M – $155.9M-$4.23-$4.23 – -$4.233

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.1.0×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.69%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.-12.8%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.+33.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 50.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β-0.395-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 21Arjun AgarwalPresident533 sh$51KSellSep 21Paul T QuinlanGeneral Counsel10.0K sh$936KSellSep 15Joana GoncalvesChief Medical Officer7.9K sh$734KSellSep 15Arjun AgarwalPresident560 sh$54KSellSep 15Klein Lawrence OttoCEO2.5K sh$235KSellSep 15Sandler Laura LeeCOO906 sh$87KSellSep 15Paul T QuinlanGeneral Counsel1.0K sh$99KSellSep 11Arjun AgarwalPresident9.5K sh$872KSellSep 1Sandler Laura LeeCOO5.0K sh$459KSellSep 1Klein Lawrence OttoCEO75.0K sh$6.9M
1–10 of 30
+ 19 other (17 exempts · 1 award · 1 conversion) in window

See when $ORKA 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

424B5Prospectus supplement (offering)Aug 28424B5
AI summary

Oruka Therapeutics (ORKA) filed a 424B5 prospectus supplement to offer and sell up to $500 million in common stock through an at-the-money (ATM) equity distribution program, with TD Cowen acting as sales agent under a Sales Agreement amended August 21, 2026. The ATM structure allows Oruka to sell shares incrementally into the market at prevailing prices, minimizing dilution impact compared to a traditional block offering. Proceeds are intended for general corporate purposes, which for a clinical-stage biotech typically means funding ongoing trials and operations. This is a capital runway extension tool rather than a discrete capital raise event.

3New insider — initial holdingsAug 253
AI summary

Oruka Therapeutics, Inc. (ORKA) filed a Form 3 initial beneficial ownership statement for Larry Todd Edwards, Chief Commercial Officer, as of August 24, 2026, at 855 Oak Grove Ave., Suite 100, Menlo Park, CA. The filing establishes Edwards's initial equity ownership baseline as a new Section 16 reporting officer. This is a routine administrative filing for a new executive officer at the dermatology-focused clinical-stage biotech.

8-KOfficer or director changeAug 248-K — Item 5.02: Officer or director change
AI summary

Oruka Therapeutics, Inc. (ORKA, Menlo Park CA), a clinical-stage biotech developing biologic treatments for chronic skin diseases, filed a current report on August 24, 2026 disclosing a change in executive officers or directors (Item 5.02) with exhibits. This is a companion to the concurrent Form 3 (Larry Edwards, CCO) filed on the same date, suggesting a new executive appointment. Leadership changes at clinical-stage biotechs are material for tracking management teams.

S-3Shelf registrationAug 21S-3
AI summary

Oruka Therapeutics, Inc. (ORKA, Menlo Park CA), a clinical-stage biotech developing biologics for chronic skin diseases, filed a shelf registration statement (Form S-3) on August 21, 2026, with General Counsel Paul Quinlan as contact and counsel Davis Polk & Wardwell LLP (Alan Denenberg, Elizabeth LeBow, Redwood City CA). The S-3 authorizes future securities offerings; specific scope is in the full document. This shelf filing accompanies the concurrent Form 3 (Larry Edwards, CCO) and 8-K (5.02 leadership change), suggesting active capital markets positioning for clinical development.

SC 13D/AActivist amendmentJul 1SC 13D/A
AI summary

Fairmount Funds Management LLC filed an amended Schedule 13D for ORKA (CUSIP 687604108), disclosing shared voting and dispositive power over 14,553,895 shares with zero sole power. Amendment to a previously disclosed 5%+ passive position.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

Delaware 000-22873 36-3855489 disclosed voting results from its annual or special meeting. f Matters to a Vote of Security Holders. On June 2, 2026, Oruka Therapeutics, Inc. (the “ Company ”) held its Annual Meeting of Stockholders (the “ Annual Meeting ”). Set forth below is a brief description of each matter considered and voted upon at the Annual Meeting, together with the final tally of the number of votes cast for or against, as well as the number of abstentions and broker non-vote...

SC 13D/AActivist amendmentMay 4SC 13D/A
AI summary

Amendment No. 5 to Schedule 13D filed by Fairmount Funds Management LLC reporting beneficial ownership of ORUKA THERAPEUTICS, INC. representing a 9% stake (0 shares), with investment intent. This SC 13D/A filing dated 2026-05-04 updates the holder's position and disclosed intentions.

424B5Prospectus supplement (offering)Apr 29424B5
AI summary

ORKA filed a 424B5 prospectus supplement on 2026-04-29 of 9,660,000 Shares at $0.001 per share. This represents dilution happening now.

+ 21 other (5 13Gs · 2 EFFECTs · 2 10-Qs · 2 8-Ks) in window

Recent news

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

ORKA Stock Down 5% Despite Positive Week 28 Psoriasis Efficacy Datazacks.com·6d agoOruka Therapeutics Says Psoriasis Drug Shows Deepening Efficacybenzinga.com·7d agoOruka Therapeutics Announces Positive Week 28 Data for ORKA-001 from the Ongoing EVERLAST-A Trial Showing Deepening of Responses Without Additional Dosingglobenewswire.com·7d agoOruka Therapeutics to Attend the 2026 Morgan Stanley Global Healthcare Conferenceglobenewswire.com·20d agoORKA Stock Up More Than 60% in 3 Months: Here's What You Should Knowzacks.com·33d ago

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Voices on X · last 7 days

No standout posts about $ORKA on X in the last 7 days.

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