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ALLR.O NASDAQ Pharmaceuticals & Medical Research

Allarity Therapeutics Inc

$1,29
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Mcap
19,9M USD
P/E
EV / Rev
Div yield
Op margin
-3 939,1 %
ROE
-114,3 %
Net margin
-3 509,7 %
Debt / equity
0,14
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
2026-10-28
Ex-dividend
TR 1Y
About

Allarity Therapeutics Inc is a biotechnology company focused on the development of novel therapeutics for the treatment of autoimmune and inflammatory diseases, primarily through its lead candidate, ALLN-346, an oral, small molecule inhibitor of the interleukin-17 receptor.

Business. Allarity Therapeutics Inc (ALLR.O) is a biotechnology and medical research company operating within the healthcare sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ stock exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification99 %
SectorHealth Care
Industry groupPharmaceuticals & Medical Research
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target9,75

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
9,75
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
Geode Capital Management, L.L.C.
largest disclosed fund holder
Profitability
-114,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning ALLR.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care · THIS SECTOR+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to ALLR.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Allarity Therapeutics Inc (ALLR.O) is a biotechnology and medical research company operating within the healthcare sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ stock exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification99 %
    SectorHealth Care
    Industry groupPharmaceuticals & Medical Research
    AI synthesis
    GENERATED

    Allarity Therapeutics Inc maintains a strong liquidity position, with cash and equivalents amounting to $14.69 million, which significantly exceeds its total liabilities of $8.43 million, resulting in a current ratio of 2.13. The company's price-to-book ratio of 1.86 suggests that the market values the company at a premium to its book value, while the price-to-tangible-book ratio is identical, indicating no intangible assets are being capitalized.

    The company is currently unprofitable, with a net loss of $11.23 million and an operating loss of $12.61 million. Its return on equity is -1.14, and return on assets is -0.62, both significantly below the typical performance metrics for the biotechnology industry. The company's enterprise value to revenue ratio of 15.73 is high, reflecting the market's speculative nature and the early-stage development of its pipeline.

    Allarity Therapeutics Inc operates as a single business segment, with no disclosed geographic revenue concentration. The company's operations are primarily focused on the development of its lead candidate, ALLN-346, and there are no material revenue contributions from other segments or regions.

    The company's revenue is expected to remain flat in the current fiscal year, with no significant growth anticipated in the next fiscal year. The company is in the early stages of clinical development, and its revenue is not yet derived from product sales. The capital expenditure of $8,000 is minimal, reflecting the company's focus on research and development rather than physical infrastructure.

    The company faces low dilution risk, with no immediate filing-based liquidity or dilution flags detected. The debt-to-equity ratio of 0.14 indicates a conservative capital structure, and the company's liquidity position is strong. The absence of significant debt and the presence of substantial cash reserves reduce the risk of financial distress.

    Recent events include the company's ongoing clinical trials for ALLN-346, which is in Phase 2 development for the treatment of psoriasis. The company has also received a mean price target of $9.75 from analysts, indicating a potential upside from the current market price of $1.185. The company has not issued any recent filings that would suggest a change in its financial or operational strategy.

    Key takeaways
    • Allarity Therapeutics Inc has a strong liquidity position with $14.69 million in cash and equivalents.
    • The company is currently unprofitable, with a net loss of $11.23 million and an operating loss of $12.61 million.
    • The company's enterprise value to revenue ratio of 15.73 is high, reflecting the market's speculative nature.
    • The company operates as a single business segment with no material geographic revenue concentration.
    • The company faces low dilution risk and has a conservative capital structure with a debt-to-equity ratio of 0.14.
    • Analysts have assigned a mean price target of $9.75, indicating a potential upside from the current market price.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $1,29
    Market cap
    $18.3M
    Enterprise value
    $5.0M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    1.9x
    P / Tangible book
    1.9x
    Tangible book
    $9.8M
    Net cash
    $13.3M
    Current ratio
    2.1
    Debt / equity
    0.1
    ROA
    -61.5%
    ROE
    -1.1%
    Cash conversion
    132.0%
    CapEx / revenue
    -2.5%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYHealthcareIndustryPharmaceuticals & Medical Research15,2B node revenueKLAR 23,0%BNTX 21,4%EXEL 15,2%MDGL 6,3%INSM 4,0%VCYT 3,4%MDXG 2,8%AVIR 2,3%Other 21,6%
    Source: company disclosures · own-taxonomy revenue-covered setALLR 0,0% · rank #86 of 109

    Business relationships

    Business relationships1 disclosed relationship · 1 type · extracted from filings & disclosures
    Partners1
    Eisai Co Ltd4523.TPartner99%Source ↗

    Supply chain

    Vendors → ALLR ↔ Partners → Customers · click any node to drill
    VENDORSPARTNERSCUSTOMERSALLRALLRAllarity Therapeutics Inc1 entityEisai Co LtdHealth CareJP
    1 mention in 10-K0 from corporate websites0 from news dispatches
    Updated 2026-06-24

    Peer comparison

    Peer comparison8 peers · vs ALLR · multiples and returns
    KL
    KLAR
    KLAR.ST
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    BN
    BNTX
    Biontech SE
    $92,25
    23,3B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    EX
    EXEL
    Exelixis Inc
    $55,06
    14,7B USD
    P/E
    19,5x
    vs self
    Div yield
    vs self
    ROE
    40,4 %
    +154,7 vs self
    MD
    MDGL
    Madrigal Pharmaceuticals Inc
    $482,00
    11,0B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -47,8 %
    +66,5 vs self
    IN
    INSM
    Insmed Inc
    $107,46
    23,0B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -160,2 %
    -45,9 vs self
    VC
    VCYT
    Veracyte Inc
    $45,30
    3,6B USD
    P/E
    55,5x
    vs self
    Div yield
    vs self
    ROE
    5,1 %
    +119,3 vs self
    MD
    MDXG
    Mimedx Group Inc
    $4,27
    636,0M USD
    P/E
    11,1x
    vs self
    Div yield
    vs self
    ROE
    18,9 %
    +133,2 vs self
    AV
    AVIR
    Atea Pharmaceuticals Inc
    $4,61
    P/E
    vs self
    Div yield
    vs self
    ROE
    -57,5 %
    +56,8 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    -0,96
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate-0,96
    Revenueno estimateno estimate0 USD
    Operating incomeno estimateno estimate-14,0M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target$9,75 · Median $9,75
    Low $9,75High $9,75
    Operating income · consensus-14,0M USD
    EPS surprise
    +18,7 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$9,75
    Mean$9,75
    Median$9,75
    High$9,75
    Spot$1,29
    +655.8 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-3 939,1 %Bottom quartile
    Net Margin-3 509,7 %Bottom quartile
    ROE-114,3 %Bottom quartile
    Capex / Rev-2,5 %Below median
    D/E0,14Below median
    Cash Conv1,32Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net disposed 39 494 sh1 exercises1 insiders
    • Graff Jeremy R.See Remarks · Restricted Stock Units → Common StockDisposed 39 494exercise · 2025-09-30

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    Source documents
    • Allarity Therapeutics Inc Market data — financials · 2026-05-27
    • Allarity Therapeutics Inc Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Top holders

    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$0M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$0M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M

    Insider activity

    Mixed / flat0 buys · 0 sellsnet $05 insiders · last 365d
    • Ervin Jeffrey SCFO · Common StockOther 150 000 · 2026-01-28
    • Jensen ThomasCEO · Common StockOther 200 000 · 2026-01-28
    • McLaughlin Gerald W.Director · Common StockOther 45 000 · 2026-01-28
    • Graff Jeremy R.See Remarks · Common StockOther 133 333 · 2026-01-07
    • Hoeiland JesperDirector · Common StockOther 25 000 · 2026-01-07
    • Graff Jeremy R.See Remarks · Common StockOther 39 494 · 2025-09-30
    • Graff Jeremy R.See Remarks · Common StockOther 14 613 @ $1,58$23K · 2025-09-30

    Short positioning

    145.8Kshares short+80.4% vs prior
    1.04days to cover
    55.3%short of daily vol
    5.2Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ALLR.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.
    Relationship graph
    ALLR4523.TPharmaceutical
    This companySectorPartners

    Evidence & claims

    From filings & derived data
    • Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -24.8%Derived (calculated)
    • Return on equity (FY 2025-12-31): -114.3%Derived (calculated)
    • Return on assets (FY 2025-12-31): -61.5%Derived (calculated)
    • Net income (YoY) (2025-12-31 vs 2024-12-31): 54.2%Derived (calculated)
    • Current ratio (FY 2025-12-31): 2.13xDerived (calculated)
    • Capex (YoY) (2025-12-31 vs 2024-12-31): -97.3%Derived (calculated)
    • EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 95.0%Derived (calculated)
    • Debt-to-equity (FY 2025-12-31): 0.86xDerived (calculated)
    • Total assets (YoY) (2025-12-31 vs 2024-12-31): -19.4%Derived (calculated)
    • Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -22.2%Derived (calculated)
    • Operating income (YoY) (2025-12-31 vs 2024-12-31): 53.7%Derived (calculated)
    • R&D expense (YoY) (2025-12-31 vs 2024-12-31): 8.3%Derived (calculated)
    • Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -16.8%Derived (calculated)
    • Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 14.6%Derived (calculated)
    • Total operating expenses (annual): USD 12.93MSEC XBRL filing
    • Pre-tax income (annual): USD -11.23MSEC XBRL filing
    • Total liabilities (annual): USD 8.43MSEC XBRL filing
    • Cash & equivalents (annual): USD 14.69MSEC XBRL filing
    • Capex (annual): USD 8KSEC XBRL filing
    • Current liabilities (annual): USD 8.43MSEC XBRL filing
    • Shares outstanding (annual): 16.08MSEC XBRL filing
    • Operating cash flow (annual): USD -14.82MSEC XBRL filing
    • Current assets (annual): USD 17.93MSEC XBRL filing
    • Shareholders' equity (annual): USD 9.83MSEC XBRL filing
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-02FILINGCURRENT REPORT →
    2026-05-15FILINGFORM 10-Q →
    2026-05-08FILINGCURRENT REPORT →
    2026-05-06FILINGCURRENT REPORT →
    2026-04-30FILINGPROXY STATEMENT →
    2026-04-28FILINGCURRENT REPORT →
    2026-04-27FILINGPROSPECTUS →
    2026-04-22FILINGCURRENT REPORT →
    2026-04-01FILINGCURRENT REPORT →
    2026-03-30FILINGFORM 10-K →
    2026-03-09FILINGCURRENT REPORT →
    2026-03-06FILINGCURRENT REPORT →
    2026-01-28 00:00 UTCINSIDER5 insider transactions — 2026-01
    2026-01-28INSIDERErvin Jeffrey S transacted 150.0k sh — CFO
    2026-01-28INSIDERJensen Thomas transacted 200.0k sh — CEO
    2026-01-28INSIDERMcLaughlin Gerald W. transacted 45.0k sh — Director
    2026-01-07INSIDERGraff Jeremy R. transacted 133.3k sh — See Remarks
    2026-01-07INSIDERHoeiland Jesper transacted 25.0k sh — Director
    2025-09-30 00:00 UTCINSIDER3 insider transactions — 2025-09 1 derivative
    2025-09-30INSIDERGraff Jeremy R. transacted 39.5k sh — See Remarks
    2025-09-30INSIDERGraff Jeremy R. transacted 14.6k sh — See Remarks ~$23k
    2025-09-30INSIDERGraff Jeremy R. disposed of 39.5k sh Restricted Stock Units — See Remarks
    2025-01-22 00:00 UTCINSIDER6 insider transactions — 2025-01 3 derivative
    2024-09-30 00:00 UTCINSIDER1 insider transaction — 2024-09 · net buy $250k
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage