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WHWHWK

Whitehawk Therapeutics Inc

Rising onWhy it's trendingX mentions rising faster than the marketBullish-leaning chatter
$WHWK·$190M·Biotechnology·Healthcare
$4.62-5.1%YTD+71.8%1Y+161.0%
Mentions · last 7 days
2026-08-19: 0 posts2026-08-20: 3 posts2026-08-21: 2 posts2026-08-22: 0 posts2026-08-23: 0 posts100%
Price updated 11h ago·X counts updated 5d ago
WHWHWK
$WHWKWhitehawk Therapeutics Inc
$4.62-5.13%10 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 eventWinding up for a moveAI verdict · as of 2026-08-29

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

Rebranded ADC + bispecific oncology biotech with fresh $87.5M PIPE + Biocytogen collaboration; SEZ6/SCLC data is the swing.

Whitehawk Therapeutics (formerly Aadi) is a $190M clinical-stage oncology biotech (ADC/bispecific development, SEZ6 target for SCLC + solid tumors) at $4.62 — +72% YTD, +161% t12m, sitting at 77% of its 52w range and +30% above the 200d.

  • Q2 EPS -$0.20 vs -$0.30 (+32.4% beat), Q1 -$0.32 vs -$0.36 (+11.1%), Q4 2025 -$0.34 vs -$0.55 (+38.2%) — three consecutive material EPS beats (smaller losses).
  • Q1 revenue zero, Q4 2025 zero — pre-revenue biotech; the beats are burn discipline vs expectations.
  • Cash economics: PE -2.48, PS 0, ROIC -106%, ROE -80%, D/E 0 (essentially unlevered), FCF yield -47.7%, EV/EBITDA -1.44.
  • Analyst path FY26 EPS -$1.24 → FY27 -$1.19 — Street models modest loss narrowing.
  • Recent Biocytogen and Whitehawk collaboration for Bispecific Antibody ADC Development + SEZ6 real-world analysis for SCLC — real platform-partnership + target-validation progress.
  • Sentiment (5 posts): bullish on financing catalyst — $87.5M private-placement equity raise (2nd large PIPE on the name) as smart-money validation; ADC assets described as increasingly rare after most public ADC names have been acquired.

Read as a rebranded ADC + bispecific oncology biotech with a fresh $87.5M PIPE + Biocytogen collaboration; the debated question is whether the PIPE-runway extension delivers to a Phase 2/3 catalyst before further dilution or whether the SEZ6/SCLC data package delivers a partnership announcement.

Agrees with X sentimentX is bullish on the $87.5M PIPE smart-money validation + rare-ADC positioning; verdict aligns while flagging the pre-revenue burn profile.

What to watch: SEZ6/SCLC clinical data, additional Biocytogen collaboration milestones, and cash-runway commentary on the Nov 5 print.

On the calendar: 2026-11-05 Q3 earnings

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

Partial — Clinical-stage biotech developing precision therapies for genetically-defined cancers with no currently approved treatments; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%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
Q2 2026Aug 6, 2026$-0.20$-0.30+32.4%
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%
Next earningsThu, Nov 5·consensus EPS $-0.27

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-$1.24-$1.59 – -$1.036
FY27$10.9M$10.9M – $10.9M-$1.19-$1.56 – -$0.915
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.0.2×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.76%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.+8.2%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.+30.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% 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.β0.785-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

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
+ 23 other (20 awards · 3 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
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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

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.

+ 14 other (3 earnings 8-Ks · 2 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

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

What Makes Whitehawk Therapeutics, Inc. (WHWK) a Strong Momentum Stock: Buy Now?zacks.com·18h agoWall Street Analysts Predict a 47.64% Upside in Whitehawk Therapeutics, Inc. (WHWK): Here's What You Should Knowzacks.com·3d agoWhitehawk Therapeutics Reports Second Quarter 2026 Financial Results and Recent Highlightsprnewswire.com·23d agoBiocytogen and Whitehawk Therapeutics Enter Global Collaboration for Bispecific Antibody ADC Developmentbusinesswire.com·53d 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·91d ago

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Voices on X · last 7 days

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

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