JANX Earnings
Thursday, May 07 2026
EPS Estimate
$-0.54
$-0.66 – $-0.36
Revenue Estimate
$2M
Current Price
$15.46
Our Position
neutralJANX011 enters human trials targeting immune reset
structured data
est. revisions falling
(-15.6pp / 30d)
First-in-human dosing marks a major inflection point for a preclinical-stage immunology company. If JANX011 delivers CAR-T-like efficacy in a non-cell therapy format, it could unlock a massive addressable market spanning autoimmune and cancer indications — without the manufacturing complexity that constrains cell therapy adoption.
Watch: Safety and pharmacodynamic data from the Phase 1 cohort over the next 6-12 months will make or break investor conviction. CD19-targeting has a proven safety track record in oncology; the question is whether Janux can replicate that in autoimmune patients without the risk profile of approved CAR-T therapies.
Data Signal Summary
1 bullish
4 bearish
Estimates up +5%
Insider selling cluster
Put/call 4.4 (bearish skew)
Analysts: bearish
Price downtrend
Key Context
Analyst Consensus
bearish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.6%
Est. Revisions (30d)
+4.7% 2up/0dn
Analyst Target (mean)
$50 $14–$100 +225%
Options P/C Ratio
4.42
Est. Dispersion
56% 9 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma
Recent Activity
insider trades
78 transactions
Exercise
·
LICHTER JAY (Beneficial Owner of more than 10% of a Class of Security)
·3,815 shares
·$65,951
Sell
·
MEYER ANDREW HOLLMAN (Officer)
·1,879 shares
·$25,799
Award
·
CAMPBELL DAVID ALAN (Chief Executive Officer)
·96,600 shares
Sell
·
CAMPBELL DAVID ALAN (Chief Executive Officer)
·8,072 shares
·$110,829
Award
·
WINTER CHARLES M (Chief Technology Officer)
·28,600 shares
73 more
Sell
·
WINTER CHARLES M
·2,401 shr
·$32,966
Award
·
DIRAIMONDO THOMAS PH.D.
·31,400 shr
Sell
·
DIRAIMONDO THOMAS PH.D.
·2,505 shr
·$34,394
Award
·
DOBEK MARIA
·18,935 shr
Sell
·
DOBEK MARIA
·1,462 shr
·$20,073
Award
·
MCIVER ZACHARIAH
·29,000 shr
Sell
·
MCIVER ZACHARIAH
·2,714 shr
·$37,263
Award
·
DOYLE JANEEN NOEL
·36,000 shr
Sell
·
MEYER ANDREW HOLLMAN
·3,333 shr
·$109,929
Exercise
·
MEYER ANDREW HOLLMAN
·3,333 shr
·$35,296
Sell
·
MEYER ANDREW HOLLMAN
·3,333 shr
·$99,990
Sell
·
MEYER ANDREW HOLLMAN
·16,665 shr
·$500,987
Exercise
·
MEYER ANDREW HOLLMAN
·16,665 shr
·$112,689
Award
·
DOBMEIER ERIC L
·3,750 shr
Award
·
BARRETT RONALD W
·3,750 shr
Award
·
KUNG WINSTON
·3,750 shr
Award
·
RA CAPITAL MANAGEMENT, L.P.
·3,750 shr
Award
·
GUJRATHI SHEILA
·3,750 shr
Award
·
CAPPS VICKIE LYNN
·3,750 shr
Award
·
HERNDAY NATASHA A
·3,750 shr
Award
·
SIMSON JAKE
·3,750 shr
Award
·
MCNULTY ALANA B.
·3,750 shr
Award
·
DOYLE JANEEN NOEL
·44,000 shr
Sell
·
MEYER ANDREW HOLLMAN
·3,333 shr
·$106,745
Exercise
·
MEYER ANDREW HOLLMAN
·3,333 shr
·$14,032
Sell
·
MEYER ANDREW HOLLMAN
·3,334 shr
·$100,020
Exercise
·
MEYER ANDREW HOLLMAN
·3,334 shr
·$14,036
Buy
·
RA CAPITAL MANAGEMENT, L.P.
·824,041 shr
·$25,342,965
Sell
·
MEYER ANDREW HOLLMAN
·3,334 shr
·$107,174
Sell
·
MEYER ANDREW HOLLMAN
·3,334 shr
·$140,999
Sell
·
CAMPBELL DAVID ALAN
·5,000 shr
·$300,004
Award
·
MEYER ANDREW HOLLMAN
·18,000 shr
Sell
·
MEYER ANDREW HOLLMAN
·13,334 shr
·$731,785
Award
·
CAMPBELL DAVID ALAN
·81,000 shr
Award
·
ROBINSON BYRON C
·28,000 shr
Award
·
WINTER CHARLES M
·23,000 shr
Award
·
DIRAIMONDO THOMAS PH.D.
·24,000 shr
Award
·
DOBEK MARIA
·14,000 shr
Award
·
MCIVER ZACHARIAH
·26,000 shr
Sell
·
CAMPBELL DAVID ALAN
·25,000 shr
·$1,404,805
Exercise
·
MEYER ANDREW HOLLMAN
·9,881 shr
·$199,985
Sell
·
CAMPBELL DAVID ALAN
·15,000 shr
·$602,700
Sell
·
CAMPBELL DAVID ALAN
·25,000 shr
·$1,289,879
Sell
·
CAMPBELL DAVID ALAN
·25,000 shr
·$1,338,559
Buy
·
RA CAPITAL MANAGEMENT, L.P.
·1,200,000 shr
·$53,700,000
Sell
·
AVALON VENTURES XI, L.P.
·1,673,128 shr
·$77,472,371
Exercise
·
AVALON VENTURES XI, L.P.
·12,284 shr
·$222,010
Sell
·
AVALON VENTURES XI, L.P.
·307,779 shr
·$14,452,394
Exercise
·
AVALON VENTURES XI, L.P.
·2,671 shr
·$48,260
Sell
·
MEYER ANDREW HOLLMAN
·50,000 shr
·$2,297,755
Exercise
·
MEYER ANDREW HOLLMAN
·50,000 shr
·$210,500
Sell
·
CAMPBELL DAVID ALAN
·25,000 shr
·$1,157,641
Sell
·
DIRAIMONDO THOMAS PH.D.
·5,000 shr
·$231,716
Sell
·
LICHTER JAY
·3,815 shr
·$178,084
Award
·
GO WILLIAM M.D., PH.D.
·44,000 shr
Sell
·
AVALON VENTURES XI, L.P.
·451,091 shr
·$21,153,619
Sell
·
AVALON VENTURES XI, L.P.
·242,182 shr
·$10,172,364
Exercise
·
AVALON VENTURES XI, L.P.
·2,099 shr
·$37,838
Award
·
DOBMEIER ERIC L
·7,500 shr
Award
·
DOBMEIER ERIC L
·6,231 shr
Award
·
HERNDAY NATASHA A
·7,500 shr
Award
·
HERNDAY NATASHA A
·6,231 shr
Award
·
LICHTER JAY
·2,500 shr
Award
·
BARRETT RONALD W
·2,500 shr
Award
·
KUNG WINSTON
·2,500 shr
Award
·
RA CAPITAL MANAGEMENT, L.P.
·2,500 shr
Award
·
GUJRATHI SHEILA
·2,500 shr
Award
·
CAPPS VICKIE LYNN
·2,500 shr
Award
·
SIMSON JAKE
·2,500 shr
Award
·
MCNULTY ALANA B.
·2,500 shr
Sell
·
LICHTER JAY
·1,500,000 shr
·$82,125,000
Sell
·
REARDON TIGHE
·822,721 shr
·$45,043,975
Sell
·
AVALON VENTURES XI, L.P.
·1,500,000 shr
·$82,125,000
analyst ratings
2 ratings
Barclays
·down
→Underweight
2d ago
UBS
·down
→Neutral
7d ago
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