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WHWHWK

Whitehawk Therapeutics Inc

$WHWK·$207M·Biotechnology·Healthcare
$3.890.0%YTD+61.4%1Y+110.3%
Mentions · last 7 days
2026-07-10: 0 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 16 posts2026-07-14: 1 posts2026-07-15: 2 posts2026-07-16: 1 posts220%
Price updated 1h ago·X counts updated 1d ago
WHWHWK
$WHWKWhitehawk Therapeutics Inc
$3.890.00%22 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WHWK, 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 2026-07-16

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

SEZ6 antibody-drug-conjugate story with fresh $87.5M PIPE and Biocytogen deal.

Whitehawk Therapeutics is up about 58% year-to-date as the former Aadi rebrand pivots the story to a small-cell-lung-cancer antibody-drug-conjugate program targeting SEZ6, backed by an $87.5 million private-placement equity raise and a July 7 global collaboration with Biocytogen for bispecific-antibody ADC development.

  • The May 30 real-world analysis presenting SEZ6 as a highly expressed clinically relevant target is the technical differentiator, and the Biocytogen deal extends the platform with bispecific optionality while sharing the discovery burden.
  • The two PIPEs on the name mean cash runway is now measured in multiple years, which lowers the near-term dilution risk that typically drags biotech multiples between data readouts.
  • The August 6 second-quarter print is more of a status update than a data event, with the meaningful catalysts being SEZ6 clinical progression and any Biocytogen program-nomination milestones later in 2026.

Watch SEZ6 clinical timeline, Biocytogen program milestones, and any preclinical readouts against small-cell-lung-cancer standards.

Agrees with X sentimentBullish PIPE and platform chatter matches the deal-flow evidence; the fundamentals catch up as clinical milestones land.

What to watch: SEZ6 program clinical updates, Biocytogen bispecific program nominations, and cash-runway commentary.

On the calendar: Q2 earnings on August 6, 2026.

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-05-20

Whitehawk Therapeutics (formerly Aadi) is bullish on a financing catalyst, popping about 15% premarket after announcing an $87.5M private-placement equity raise, its second large PIPE on the name. Bulls frame it as smart-money validation (what the pros paid), arguing good antibody-drug-conjugate (ADC) assets are hard to come by now that most public ADC names have been acquired, making ADCs the place to be again. The doubled institutional interest across two placements is treated as the key bullish signal for the small-cap biotech.

Read the AI verdict + X sentiment for $WHWK

  • 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 precision therapies for genetically-defined cancers with no currently approved treatments.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $WHWK

Neutral — Clinical-stage biotech developing precision therapies for genetically-defined cancers with no currently approved treatments; the GLP-1 pipeline bifurcation and ADA oral formulation competition does not materially affect this business's near-term earnings.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+44.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.5How 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
-106%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
-47.7%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
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
-79.6%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
Q1 2026May 7, 2026$-0.32$-0.36+11.1%
Q4 2025Mar 12, 2026$-0.34$-0.55+38.2%
Q3 2025Nov 6, 2025$-0.26$-0.51+49.0%
Q2 2025Aug 7, 2025$-0.76$0.49-255.1%
Next earningsThu, Aug 6·consensus EPS $-0.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0-100.0%——$-0.32—
Q4 FY25$0-100.0%——$-0.34$-17.2M
Q3 FY25$0-100.0%——$-0.26$-15.4M
Q2 FY25$0-100.0%——$-0.76$-53.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.8M$8.8M – $8.8M-$1.28-$1.64 – -$1.066
FY27$10.9M$10.9M – $10.9M-$1.23-$1.62 – -$0.945
FY28$13.5M$13.5M – $13.5M-$1.17-$1.75 – -$0.544
FY29$16.7M$16.7M – $16.7M-$1.12-$1.12 – -$1.123
FY30$20.6M$20.6M – $20.6M-$1.14-$1.14 – -$1.143

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.59%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.-8.4%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.+20.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 20.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.6% 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.β0.775-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

SellApr 16Scott M. GiacobelloCFO141.6K sh$585KSellApr 15Scott M. GiacobelloCFO77.0K sh$297KSellApr 14Bryan BallSee remarks92.5K sh$337KSellApr 13Bryan BallSee remarks26.4K sh$91KSellApr 10Bryan BallSee remarks6.6K sh$23KSellApr 9Bryan BallSee remarks50.0K sh$179KSellApr 9Lennon David JamesCEO14.5K sh$49KSellApr 8Lennon David JamesCEO63.9K sh$217KSellApr 7Lennon David JamesCEO94.1K sh$323KSellApr 6Lennon David JamesCEO102.4K sh$359K
1–10 of 14
+ 24 other (18 awards · 6 exempts) in window

See when $WHWK 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

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Whitehawk Therapeutics held its 2026 Annual Meeting on June 11, 2026 with approximately 82% of voting power present. Shareholders elected Behzad Aghazadeh PhD, Richard Maroun, and Emma Reeve as Class III directors through 2029; approved advisory executive compensation; and ratified BDO USA P.C. as independent auditor. Routine governance meeting with no material contested outcomes.

S-3Shelf registrationMay 29S-3
AI summary

Whitehawk Therapeutics, Inc. filed a Form S-3 shelf registration statement on May 29, 2026 for resale of shares by selling stockholders on a delayed or continuous basis under Rule 415. The filing names selling stockholders but the total dollar amount is not stated in the available excerpt. This is a resale shelf for existing shareholders rather than new primary-share dilution from the company, though it enables selling shareholders to liquidate their positions over time.

SC 13D/AActivist amendmentMay 18SC 13D/A
AI summary

Acuta Capital Partners, LLC and its managing partner Anupam Dalal filed Amendment No. 2 to Schedule 13D for Whitehawk Therapeutics, Inc. (WHWK), reporting Acuta's beneficial ownership of 4,685,912 shares (8.7%) with shared voting/dispositive power, and Dalal's combined position of 4,843,775 shares (9.0%) including 157,863 directly held. The share count of 53,783,329 reflects the May 14, 2026 closing of a private placement. Acuta Capital filed a 13D (not passive 13G), suggesting potential active investor engagement with Whitehawk Therapeutics.

SC 13D/AActivist amendmentMay 14SC 13D/A
AI summary

Avoro Capital Advisors LLC filed an amended Schedule 13D on WHWK disclosing beneficial ownership (15,893,516.00 shares) as of 2026-05-14. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KMaterial agreementMay 138-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

WHWK entered into a purchase agreement (8-K Item 1.01, dated 2026-05-13). Size: approximately $87,500,000. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 10 other (2 earnings 8-Ks · 2 proxys · 1 EFFECT · 1 routine 8-K) in window

Recent news

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

Biocytogen and Whitehawk Therapeutics Enter Global Collaboration for Bispecific Antibody ADC Developmentbusinesswire.com·11d agoWhitehawk Therapeutics Presents Real‑World Analysis Confirming SEZ6 as a Highly Expressed, Clinically Relevant Target for SCLC and Other Neuroendocrine Tumors at ASCO 2026gurufocus.com·48d agoWhitehawk Therapeutics Presents Real‑World Analysis Confirming SEZ6 as a Highly Expressed, Clinically Relevant Target for SCLC and Other Neuroendocrine Tumors at ASCO 2026prnewswire.com·48d agoWhitehawk Therapeutics to Present at the Jefferies 2026 Global Healthcare Conferenceprnewswire.com·50d agoWhitehawk Therapeutics Expands ADC Pipeline with New Option Agreement for Use of CPT113 Linker-Payloadprnewswire.com·57d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $WHWK 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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