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SISION

Sionna Therapeutics, Inc.

$SION·$236M·Biotechnology·Healthcare
$5.230.0%YTD-87.4%1Y-81.0%
Price updated 2d ago·X counts updated 15d ago
SISION
$SIONSionna Therapeutics, Inc.
$5.230.00%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SION 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.

7X posts · last 7 days
Sep 9Sep 12
Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-19

Sionna Therapeutics posts describe a high-risk biotech bounce trade after SION 719's Phase 2a failure took shares from around $51 to $3.46, with price now rebounding to $6+ and traders playing for continuation toward $10. Bulls point to the cash-versus-market-cap gap and lump SION in with other post-blowup runners, but the underlying trial failure keeps the read speculative rather than fundamentals-driven.

Read what X is saying about $SION

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

Broken storySelling offAI verdict · as of 2026-09-26

Falling on heavy selling — points lower unless it turns around.

Sionna at 2.4% of 52w range after SION-719 CF failure + 46% workforce cut.

Sionna is -87% YTD after SION-719 Phase 2a in cystic fibrosis failed; the company announced a ~46% workforce reduction on 9/9 to focus resources on the SION-451/SION-2222 dual combination and extend cash runway.

  • Analyst model: FY2026 revenue $0, EPS -$2.53; FY2027 revenue $2.7M, EPS -$2.55 — pre-revenue with continued burn.
  • Multiple Pomerantz investigations announced 9/17, 9/22, 9/24 — securities-litigation overhang on the stock.
  • RA Capital sold 3.4M shares at $6.33 on 9/17 (13D/A) — the founding smart-money is trimming into the reset.

SION-451 combination Phase 1 data + any BD/strategic-review announcement are the near-term arbiters.

Agrees with X sentimentX was mixed with speculative bounce bulls; verdict weights the CF trial failure, RA Capital selling, and Pomerantz investigations more heavily.

What to watch: SION-451 combination Phase 1 data; class-action lead-plaintiff deadlines; any strategic-review or BD announcement; cash runway commentary.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict on $SION

  • 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 novel CFTR modulator combinations to improve lung function in cystic fibrosis patients.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver; MRNA's personalized cancer vaccine (melanoma Phase 3 Oct readout) has extended a 137% monthly run. IBB +42% T12M reflects broad RNA-medicine and gene-editing multiple re-rating; GLP-1 pipeline names (ALT, VKTX, KLRA) are the secondary near-term catalyst cohort.

What this means for $SION

Neutral — CFTR modulator combinations for cystic fibrosis compete directly with Vertex's franchise; CF approval/data events are the standalone catalyst; no intersection with mRNA oncology or GLP-1 drivers.

Top industry ETF

$IBBiShares Biotechnology ETF
+23.6%YTD
+50.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.3How 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
-40.2%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
-42.6%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
-32.9%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
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 6, 2026$-0.66$-0.65-1.5%
Q1 2026May 12, 2026$-0.60$-0.52-15.4%
Q4 2025Mar 2, 2026$-0.46$-0.54+14.7%
Q3 2025Nov 5, 2025$-0.46$-0.52+11.5%
Next earningsWed, Nov 4·consensus EPS $-0.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-0.66$-44.1M
Q1 FY26$0———$-0.60$-21.8M
Q4 FY25$0———$-0.46$-16.8M
Q3 FY25$0———$-0.46$-15.3M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$0$0 – $0-$2.48-$2.68 – -$2.220
FY27$2.7M$2.6M – $2.9M-$2.29-$3.33 – -$1.6410
FY28$2.5M$2.5M – $2.5M-$2.60-$3.86 – -$1.458
FY29$28.6M$28.6M – $28.6M-$2.26-$2.26 – -$2.266
FY30$70.8M$70.8M – $70.8M-$2.50-$2.50 – -$2.506

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.2%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.-73.0%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.-84.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.3% 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.β1.325-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

SellSep 17Ra Capital Management, L.p.Director3.4M sh$21.8MSellJul 7Peter A. ThompsonDirector85.9K sh$3.9MSellJul 7Orbimed Advisors LlcDirector85.9K sh$3.9MSellJul 6Jennifer FitzpatrickChief Legal Officer10.3K sh$447KSellJun 30Peter A. ThompsonDirector115.8K sh$5.3MSellJun 30Orbimed Advisors LlcDirector115.8K sh$5.3MSellMay 27Peter A. ThompsonDirector101 sh$4KSellMay 27Orbimed Advisors LlcDirector101 sh$4KSellMay 11Peter A. ThompsonDirector184.6K sh$8.5MSellMay 11Orbimed Advisors LlcDirector184.6K sh$8.5M
1–10 of 24
+ 18 other (13 awards · 4 returns · 1 exempt) in window

See when $SION 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

SC 13D/AActivist amendmentSep 21SC 13D/A
AI summary

RA Capital Management, L.P. (managed by Peter Kolchinsky and Rajeev Shah) filed Amendment No. 2 to its Schedule 13D on Sionna Therapeutics, Inc. (SION) on September 17, 2026, reporting shared beneficial ownership of 6,476,193 shares of common stock representing 14.3% of outstanding shares, held across RA Capital Healthcare Fund and related entities. No change in investment intent was explicitly stated. RA Capital's 14.3% stake makes it a significant institutional backer of Sionna's cystic fibrosis pipeline; the amendment appears to be a routine update reflecting portfolio changes.

8-KRestructuring / exit costsSep 148-K — Item 2.05: Restructuring / exit costs · Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Sionna Therapeutics (SION) disclosed a major restructuring approved by its Board on September 9, 2026: a ~46% workforce reduction to focus resources on the SION-451 and SION-2222 dual combination program and extend cash runway, while winding down the SION-719 add-on program including termination of related clinical, manufacturing, and vendor arrangements. Restructuring costs are not disclosed in the excerpt. A material refocus — Sionna is concentrating all remaining capital on its combination program, sacrificing pipeline breadth for runway extension.

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Sionna Therapeutics (SION) held its Annual Meeting of Stockholders on June 17, 2026, with 45,142,330 shares outstanding as of the April 21, 2026 record date. Specific voting results for director elections and other proposals are in the filing.

SC 13D/AActivist amendmentApr 20SC 13D/A
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sionna Therapeutics, Inc. - SIONprnewswire.com·3d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sionna Therapeutics, Inc. - SIONglobenewswire.com·5d agoThese beaten-down stocks could bounce back in January, if history is any guidemarketwatch.com·6d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sionna Therapeutics, Inc. - SIONprnewswire.com·10d agoSION to Cut Workforce by Nearly Half After CF Study Failure, Stock Downzacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $SION 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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