NGNE Earnings
Thursday, May 07 2026
EPS Estimate
$-1.28
$-1.68 – $-1.00
Current Price
$26.50
Our Position
bullish · highFDA Breakthrough Designation Triggers 25% Jump
structured data
est. revisions rising
(+12.8pp / 30d)
This is a de-risking event for a biotech at an inflection point. Breakthrough designation is not given lightly—it signals the FDA believes this therapy addresses unmet medical need with credible mechanism. Combined with interim Phase 1/2 proof-of-concept, the Embolden pivotal trial has structural momentum. For a $200M market-cap stock, a validated gene therapy in a neurology orphan indication is exponentially more valuable than a mid-stage asset.
Watch: Q2 2026 dosing completion and mid-2026 interim data release. These will confirm safety and efficacy in the pivotal trial—the real moment investors are pricing in.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.8%
Est. Revisions (30d)
-0.6% 3up/1dn
Analyst Target (mean)
$78 $46–$180 +193%
Options P/C Ratio
0.01
Est. Dispersion
53% 5 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
moderate Citadel, Renaissance
Recent Activity
insider trades
19 transactions
Sell
·
JORDAN JULIE (Officer)
·828 shares
·$18,128
Sell
·
CVIJIC CHRISTINE MIKAIL (President)
·2,558 shares
·$55,316
Sell
·
MCMINN RACHEL L. PH.D. (Chief Executive Officer)
·3,352 shares
·$73,995
Sell
·
COBB STUART (Officer)
·6,797 shares
·$141,446
Sell
·
CVIJIC CHRISTINE MIKAIL (President)
·4,045 shares
·$84,176
14 more
Sell
·
CVIJIC CHRISTINE MIKAIL
·4,800 shr
·$120,526
Award
·
JORDAN JULIE
·4,900 shr
Award
·
COBB STUART
·16,500 shr
Award
·
CVIJIC CHRISTINE MIKAIL
·22,000 shr
Award
·
MCMINN RACHEL L. PH.D.
·25,900 shr
Sell
·
COBB STUART
·6,797 shr
·$103,003
Award
·
JORDAN JULIE
·8,400 shr
Award
·
COBB STUART
·7,200 shr
Award
·
CVIJIC CHRISTINE MIKAIL
·20,300 shr
Award
·
MCMINN RACHEL L. PH.D.
·23,900 shr
Sell
·
CVIJIC CHRISTINE MIKAIL
·4,501 shr
·$76,247
Buy
·
SAMSARA BIOCAPITAL GP, LLC
·48,770 shr
·$1,259,623
Buy
·
CVIJIC CHRISTINE MIKAIL
·24,000 shr
·$491,400
Buy
·
MCMINN RACHEL L. PH.D.
·47,500 shr
·$969,000
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