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ORORKA

Oruka Therapeutics, Inc.

$ORKA·$6.0B·Biotechnology·Healthcare
$111.04+2.7%YTD+223.8%1Y+640.3%
Mentions · last 7 days
2026-08-07: 1 posts2026-08-08: 2 posts2026-08-09: 1 posts2026-08-10: 20 posts2026-08-11: 12 posts2026-08-12: 9 posts2026-08-13: 10 posts55+22%
Price updated 12h ago·X counts updated 1d ago
ORORKA
$ORKAOruka Therapeutics, Inc.
$111.04+2.70%55 posts+22%
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 $ORKA, 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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-15

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

Oruka is the p19-anti-IL23 psoriasis biotech +640% YoY — $1.1B cash through BLA, ORKA-001 Ph1 28-week data late Q3, ORKA-002 Ph2b enrolled.

Oruka Therapeutics is a clinical-stage biotech developing monoclonal antibody therapeutics for psoriasis (ORKA-001 anti-IL23, ORKA-002 anti-IL17A/F) — the equity is a real catalyst-play with a specific late-Q3 data readout.

  • The ORKA-001 Ph1 28-week data late Q3 2026 is the immediate binary — that's the specific dated catalyst driving the +640% YoY tape.
  • ORKA-002 Ph2b fully enrolled early with 187 subjects, and week-16 data accelerated to Q4 2026 — specific commercial-timeline acceleration event.
  • Balance sheet is exceptional: $1.1B cash funded through BLA filing — real runway removing near-term dilution overhang.
  • ORKA-004 (half-life extended anti-TL1A) entering clinic Q4 2026 — additional pipeline expansion event.
  • Position at 99.7% of 52w with stock +28% above 50d MA and +110% above 200d MA — deeply into accelerating territory.
  • Insider selling into strength: Quinlan sold $5.64M on 8/14 (post 104K M-Exempt at $11.60), Agarwal $1.07M on 8/13 — real ~$6.7M cluster of officer selling at $107-108.
  • Fair-market-cap ~$7.7B at $100/share per bulls. Analysts: rev $0 through FY29 → $75.6M FY30 with EPS -$2.11 → -$4.78 — long runway, data-catalyst play.

Late Q3 (ORKA-001 Ph1 28-week data) is the immediate binary — positive data extends the run; a specific efficacy or safety signal issue is the invalidator. The real risk on a pre-commercial biotech at +640% YoY is that any negative readout compresses the multiple fast — the setup is now binary.

Agrees with X sentimentAgrees with the X bulls on all specific fact patterns — $1.1B cash through BLA, ORKA-001 Ph1 28-week data late Q3, ORKA-002 Ph2b fully enrolled with week-16 accelerated, ORKA-004 entering clinic Q4. The $7.7B fair-market-cap at $100 framework is defensible given the specific catalyst chain. Partial only because the $6.7M insider selling cluster into strength is a specific caveat.

What to watch: Late Q3 ORKA-001 Ph1 28-week data readout. Positive data extends run; safety/efficacy signal is the invalidator.

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

insider selling clusterpre revenueprice missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment⚠5 posts analyzed · as of 2026-08-14 · top-engagement diverged

Oruka Therapeutics is bullish. Q2 update with $1.1B cash funded through BLA filing. ORKA-001 Ph1 28-week data due late Q3 2026 with 52-week in December, Ph2b fully enrolled early (187 subjects), week-16 data accelerated to Q4 2026, Ph3 in 1H 2027. ORKA-004 (half-life extended anti-TL1A) entering clinic Q4 2026. Fair-market-cap around ~$7.7B at $100/share.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $ORKA

Neutral — Clinical-stage biotech developing long-acting monoclonal antibodies (ORKA-001/002) for psoriasis and inflammatory diseases; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+44.4%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 $-0.59

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-$2.11-$2.41 – -$1.920
FY27$0$0 – $0-$2.51-$2.98 – -$2.310
FY28$0$0 – $0-$3.28-$5.73 – -$1.840
FY29$0$0 – $0-$4.28-$4.28 – -$4.280
FY30$75.6M$75.6M – $75.6M-$4.78-$4.78 – -$4.783

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.100%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.+27.9%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.+110.4%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 today2.1% 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.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.

Insider activity

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

Recent transactions

SellAug 14Paul T QuinlanGeneral Counsel52.0K sh$5.6MSellAug 13Arjun AgarwalPresident10.0K sh$1.1MSellJul 15Joana GoncalvesChief Medical Officer7.0K sh$604KSellJul 13Arjun AgarwalPresident10.0K sh$846KSellJul 1Sandler Laura LeeCOO5.0K sh$472KSellJul 1Fairmount Funds Management LlcDirector3.6M sh$300.0MSellJun 22Arjun AgarwalPresident1.6K sh$128KSellJun 15Arjun AgarwalPresident395 sh$28KSellJun 15Joana GoncalvesChief Medical Officer7.9K sh$551KSellJun 15Sandler Laura LeeCOO600 sh$42K
1–10 of 19
+ 12 other (11 exempts · 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
Free, forever. No credit card.

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

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.

424B5Prospectus supplement (offering)Apr 27424B5
AI summary

ORKA filed a 424B5 prospectus supplement on 2026-04-27 at $0.001 per share. This represents dilution happening now.

424B5Prospectus supplement (offering)Apr 27424B5
AI summary

ORKA filed a 424B5 prospectus supplement on 2026-04-27 at $0.001 per share. This represents dilution happening now.

8-KPress release / Reg FDApr 278-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Delaware 000-22873 36-3855489 disclosed: FD Disclosure. On April 27, 2026, Oruka Therapeutics, Inc. (“Oruka” or the “Company”) issued a press release, and made publicly available a data presentation, announcing results from its Phase 2a EVERLAST-A clinical trial of ORKA-001, its potentially best-in-class anti-IL-23 antibody, in patients with moderate-to-severe psoriasis (“PsO”). Oruka will host a conference call and webcast today, Monday, April 27, 2026, at 8:00 a.m., Eastern Time, to discuss the data results. The information in Item 7.

S-3Shelf registrationApr 2S-3
+ 20 other (7 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window

Recent news

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

4 Psoriasis Drug Stocks to Watch During Psoriasis Awareness Month 2026zacks.com·4d agoOruka Therapeutics Reports Second Quarter 2026 Financial Results and Provides Corporate Updateglobenewswire.com·5d agoOruka Stock Is Now Up Nearly 700%. Here's What a $687,000 Insider Sale Could Meanfool.com·49d agoOruka Therapeutics' Head of Finance Sold Over 10,000 Company Shares. What Does That Mean for Investors?fool.com·52d agoOruka Therapeutics, Inc. (ORKA) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·64d ago

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