Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29%

Megatrend and thematic drivers
Megatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Biopharmaceutical R&D, Targeted Therapies, Show more.

Weak multi-year price returns
2Y Excs Rtn is -134%, 3Y Excs Rtn is -174%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -50 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7410%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 309%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -63%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 444%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -8438%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8438%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -285%

High stock price volatility
Vol 12M is 142%

Key risks
BTAI key risks include [1] substantial doubt about its ability to continue as a going concern due to severe financial instability, Show more.

0 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Biopharmaceutical R&D, Targeted Therapies, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -134%, 3Y Excs Rtn is -174%
3 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -50 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -7410%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 309%
6 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -63%
7 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 444%
8 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -8438%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8438%
9 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -285%
10 High stock price volatility
Vol 12M is 142%
11 Key risks
BTAI key risks include [1] substantial doubt about its ability to continue as a going concern due to severe financial instability, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/5/2026

BioXcel Therapeutics (BTAI) stock has lost about 30% since 2/28/2026 because of the following key factors:

1. BioXcel Therapeutics reported wider-than-expected losses and lower-than-anticipated revenue for fiscal Q1 2026, intensifying concerns about its cash runway. The company announced on May 15, 2026, an EPS of -$0.54, missing analyst consensus estimates that ranged from -$0.51 to -$0.59 per share. Net revenue from IGALMI was $206,000, falling short of analyst expectations of $0.35 million to $0.38 million. The net loss expanded to $12.7 million in fiscal Q1 2026, compared to a net loss of $7.3 million in fiscal Q1 2025. The company reported cash, cash equivalents, and restricted cash of $17.2 million as of March 31, 2026, raising questions about its ability to fund operations beyond the second half of 2026 without additional financing.

2. The stock experienced pressure from significant share dilution through recent financing activities. BioXcel Therapeutics announced and closed an approximately $8.0 million registered direct offering on March 10-11, 2026. This offering contributed to substantial dilution, with total shares outstanding growing by 409.9% over the past year. The market reacted negatively to the dilution, with the stock price fading after an initial bounce, as traders weighed the impact of increased share count and ongoing cash burn.

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Stock Movement Drivers

Fundamental Drivers

The -31.7% change in BTAI stock from 2/28/2026 to 6/14/2026 was primarily driven by a -39.8% change in the company's Shares Outstanding (Mil).
(LTM values as of)22820266142026Change
Stock Price ($)1.671.14-31.7%
Change Contribution By: 
Total Revenues ($ Mil)11-9.6%
P/S Multiple31.539.525.3%
Shares Outstanding (Mil)1424-39.8%
Cumulative Contribution-31.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/14/2026
ReturnCorrelation
BTAI-31.7% 
Market (SPY)8.4%50.6%
Sector (XLV)-3.6%35.6%

Fundamental Drivers

The -49.3% change in BTAI stock from 11/30/2025 to 6/14/2026 was primarily driven by a -39.8% change in the company's Shares Outstanding (Mil).
(LTM values as of)113020256142026Change
Stock Price ($)2.251.14-49.3%
Change Contribution By: 
Total Revenues ($ Mil)11-9.6%
P/S Multiple42.539.5-7.0%
Shares Outstanding (Mil)1424-39.8%
Cumulative Contribution-49.3%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/14/2026
ReturnCorrelation
BTAI-49.3% 
Market (SPY)9.2%37.7%
Sector (XLV)-1.6%22.5%

Fundamental Drivers

The -3.4% change in BTAI stock from 5/31/2025 to 6/14/2026 was primarily driven by a -79.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)53120256142026Change
Stock Price ($)1.181.14-3.4%
Change Contribution By: 
Total Revenues ($ Mil)21-63.3%
P/S Multiple3.139.51183.0%
Shares Outstanding (Mil)524-79.5%
Cumulative Contribution-3.4%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/14/2026
ReturnCorrelation
BTAI-3.4% 
Market (SPY)27.3%24.7%
Sector (XLV)18.0%15.1%

Fundamental Drivers

The -99.6% change in BTAI stock from 5/31/2023 to 6/14/2026 was primarily driven by a -95.5% change in the company's P/S Multiple.
(LTM values as of)53120236142026Change
Stock Price ($)287.041.14-99.6%
Change Contribution By: 
Total Revenues ($ Mil)1117.0%
P/S Multiple883.639.5-95.5%
Shares Outstanding (Mil)224-92.4%
Cumulative Contribution-99.6%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/14/2026
ReturnCorrelation
BTAI-99.6% 
Market (SPY)84.5%18.7%
Sector (XLV)26.5%16.2%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
BTAI Return-56%6%-86%-87%-73%-31%-100%
Peers Return-33%-7%22%-26%34%25%-5%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
BTAI Win Rate33%58%42%17%25%17% 
Peers Win Rate39%48%53%37%58%60% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
BTAI Max Drawdown-69%-60%-93%-92%-87%-50% 
Peers Max Drawdown-59%-55%-54%-49%-44%-31% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: AXSM, ALKS, RXRX, RLAY, SDGR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/12/2026 (YTD)

How Low Can It Go

EventBTAIS&P 500
2025 US Tariff Shock
  % Loss-50.4%-18.8%
  % Gain to Breakeven101.7%23.1%
  Time to Breakeven66 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-60.4%-24.5%
  % Gain to Breakeven152.8%32.4%
  Time to Breakeven208 days427 days
2020 COVID-19 Crash
  % Loss-64.0%-33.7%
  % Gain to Breakeven178.2%50.9%
  Time to Breakeven56 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-68.2%-19.2%
  % Gain to Breakeven214.9%23.8%
  Time to Breakeven42 days105 days

Compare to AXSM, ALKS, RXRX, RLAY, SDGR

In The Past

BioXcel Therapeutics's stock fell -50.4% during the 2025 US Tariff Shock. Such a loss loss requires a 101.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventBTAIS&P 500
2025 US Tariff Shock
  % Loss-50.4%-18.8%
  % Gain to Breakeven101.7%23.1%
  Time to Breakeven66 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-60.4%-24.5%
  % Gain to Breakeven152.8%32.4%
  Time to Breakeven208 days427 days
2020 COVID-19 Crash
  % Loss-64.0%-33.7%
  % Gain to Breakeven178.2%50.9%
  Time to Breakeven56 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-68.2%-19.2%
  % Gain to Breakeven214.9%23.8%
  Time to Breakeven42 days105 days

Compare to AXSM, ALKS, RXRX, RLAY, SDGR

In The Past

BioXcel Therapeutics's stock fell -50.4% during the 2025 US Tariff Shock. Such a loss loss requires a 101.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About BioXcel Therapeutics (BTAI)

BioXcel Therapeutics, Inc., a clinical stage biopharmaceutical company, utilizing artificial intelligence approaches to develop transformative medicines in neuroscience and immuno-oncology in the United States. The company is involved in developing BXCL501, a sublingual thin film formulation of adrenergic receptor agonist dexmedetomidine for the treatment of agitation resulting from neurological and psychiatric disorders; and BXCL701, an immune activator for the treatment of prostate and pancreatic cancers, and solid tumors. BioXcel Therapeutics, Inc. has a collaboration with collaboration with the VA Connecticut Healthcare System and the Yale University Medical School for patients suffering from post-traumatic stress disorder related to alcohol and substance abuse disorder. The company was incorporated in 2017 and is headquartered in New Haven, Connecticut.

AI Analysis | Feedback

It's like a specialized Moderna (innovative biotech) that uses AI to develop new medicines for psychiatric disorders and cancer.

Think of it as Google DeepMind (AI leader) but dedicated to discovering and developing new drugs for neuroscience and oncology.

It's like a clinical-stage Biogen (major neuroscience biotech) that also develops cancer drugs, with all its research accelerated by artificial intelligence.

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  • BXCL501: A sublingual thin film formulation for treating agitation in neurological and psychiatric disorders.
  • BXCL701: An immune activator for the treatment of prostate and pancreatic cancers, and solid tumors.

AI Analysis | Feedback

BioXcel Therapeutics (BTAI) is a clinical-stage biopharmaceutical company. This means that its drug candidates (BXCL501 and BXCL701) are currently in development and clinical trials, and are not yet approved for commercial sale or widely available on the market.

As such, BioXcel Therapeutics does not currently have major customers from the sale of commercial products, either to other companies or directly to individuals. Its primary activities involve research and development, and conducting clinical trials, often in collaboration with healthcare systems and academic institutions, rather than selling approved products to generate revenue from customers.

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  • Aquestive Therapeutics, Inc. (AQST)

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Vimal Mehta, Chief Executive Officer & Founder

Dr. Mehta is a co-founder of BioXcel Corporation in 2006, which pioneered the application of big data analytics and machine learning-based AI for drug development. He then co-founded BioXcel Therapeutics as a spinout in 2017 and led the company's Initial Public Offering (IPO) in 2018. He has successfully built and led innovative drug discovery and development companies, raising approximately $500 million in capital for BioXcel Therapeutics. In 2022, he led strategic financing agreements of $260 million with Oaktree Capital Management, L.P. and Qatar Investment Authority, demonstrating experience with private equity-backed funding. With over two decades of experience in the pharma and biotech industries, he also serves as Chairman and CEO of BioXcel LLC and holds board positions in other companies.

Richard Steinhart, Senior Vice President, Chief Financial Officer and Principal Accounting Officer

Mr. Steinhart brings significant financial and strategic expertise in the biotechnology and medical device sectors. Before joining BioXcel Therapeutics, he was the Vice President and CFO at Remedy Pharmaceuticals, Inc., where he oversaw the sale of its sole asset, CIRARA, to Biogen for $120 million plus earn-outs. His career also includes serving as Senior Vice President, Finance and Chief Financial Officer of MELA Sciences, and holding senior-level positions at venture capital and investment banking firms like CW Group, Inc. and Forest Street Capital/SAE Ventures, indicating a pattern of managing companies involved with private equity/venture capital. He began his career at PriceWaterhouseCoopers and currently sits on the Boards of Directors for Actinium Pharmaceuticals, Inc. and Atossa Therapeutics, Inc.

Frank D. Yocca, Ph.D., Executive Vice President & Chief Scientific Officer

Dr. Yocca is an accomplished R&D executive and scientist with extensive experience in leading global biopharmaceutical companies. He has a wide range of expertise in drug discovery and development in neuroscience, contributing to prominent products such as Buspar®, Serzone®, Abilify®, and Heltioz®. His prior leadership roles include positions at AstraZeneca and Bristol Myers Squibb. Dr. Yocca is a recognized scientific leader in the neuroscience community.

Javier Rodriguez, Senior Vice President, Chief Legal Officer and Corporate Secretary

Mr. Rodriguez is responsible for overseeing legal affairs and corporate governance at BioXcel Therapeutics. He has over 20 years of extensive strategic and legal experience within the biopharmaceutical industry.

Mark Pavao, Acting Chief Commercial Officer

Mr. Pavao joined BioXcel Therapeutics in January 2026 and possesses over 30 years of U.S. and global commercial leadership experience in the biopharma industry. His expertise includes extensive pre-launch planning and on-market commercialization, particularly in CNS and other therapeutic areas. He has contributed to the commercialization of multiple CNS therapies, including Abilify®, Paxil®, Risperdal®, and Nurtec ODT.

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Key Risks to BioXcel Therapeutics (BTAI)

  1. Regulatory and Clinical Trial Risks for BXCL501/IGALMI

    BioXcel Therapeutics faces significant regulatory and clinical trial risks, primarily centered around its lead neuroscience candidate, BXCL501 (marketed as IGALMI). The FDA's investigation into the primary investigator of the TRANQUILITY II study, which evaluated BXCL501 for agitation in Alzheimer's patients, raised concerns about data integrity and led to regulatory scrutiny. While an independent audit suggested the data's reliability, these events have caused delays and uncertainty regarding the timing of potential supplemental new drug application (sNDA) submissions for label expansion of IGALMI for at-home use. There is also a risk that the TRANQUILITY III study might be deemed necessary by the FDA, further pushing back potential approval. The company's ability to obtain and maintain regulatory approvals for all its product candidates, including BXCL501 and BXCL701, remains a critical risk, compounded by limited clinical data for BXCL501's at-home use.
  2. Financial Health and Funding Challenges

    BioXcel Therapeutics operates with a precarious financial position, characterized by significant operating and net losses, and requires substantial additional funding to sustain its operations and meet liquidity requirements. The company has reported limited cash reserves and significant indebtedness, leading to substantial doubt about its ability to continue as a going concern if further financing is not secured. Moreover, there is a risk of delisting from The Nasdaq Capital Market due to non-compliance with market value requirements, which could severely impact stock liquidity and the company's ability to raise capital. High research and development expenses contribute significantly to its negative operating cash flow.
  3. Commercialization and Market Acceptance Risks

    Even with regulatory approval, BioXcel Therapeutics faces substantial challenges in commercializing its drug products, including IGALMI and future product candidates like BXCL501 and BXCL701. The initial sales performance of IGALMI has been described as underwhelming and advancing slowly. The company's projections for market opportunity and the total addressable market for agitation episodes may be overestimated, which could adversely affect revenue generation and the path to profitability. Furthermore, securing market acceptance from physicians and the broader medical community, along with navigating complex reimbursement issues, presents considerable hurdles to successful commercialization. Competition also poses a risk, with existing approved therapies, such as Rexulti for agitation associated with Alzheimer's disease, creating a challenging market landscape.
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AI Analysis | Feedback

BioXcel Therapeutics (NASDAQ: BTAI) is developing treatments for neuroscience and immuno-oncology, with addressable markets primarily in the U.S. for its main product candidates, BXCL501 and BXCL701.

BXCL501 (Agitation in Neurological and Psychiatric Disorders)

BioXcel Therapeutics estimates that the total addressable market for BXCL501 in the at-home setting, for acute treatment of agitation associated with bipolar disorders or schizophrenia, is between 57 million and 77 million annual episodes in the U.S. alone. An updated market opportunity assessment refines this to up to 86 million addressable annual episodes in the United States, based on approximately 2.3 million treated bipolar disorder and schizophrenia patients experiencing frequent at-home agitation episodes. BXCL501 is also under investigation for the acute treatment of agitation associated with Alzheimer's dementia. More than 90% of individuals with Alzheimer's disease experience behavioral and neuropsychiatric symptoms, including agitation.

BXCL701 (Cancers)

BXCL701 is being developed for aggressive forms of prostate cancer, pancreatic cancer, and advanced solid tumors. In the U.S., there are an estimated 288,300 new patients with prostate cancer annually, with approximately 11,532 progressing to small cell neuroendocrine prostate cancer (SCNC). Another estimate indicates that in 2024, approximately 299,010 men will be diagnosed with prostate cancer in the U.S., with about 20% advancing to a more aggressive metastatic form, and SCNC accounting for an estimated 11,960 of these cases. The neuroendocrine prostate cancer market in the U.S. is estimated to be valued at USD 1034.5 million in 2025 and is expected to reach USD 1694.1 million by 2032, growing at a compound annual growth rate (CAGR) of 7.3% from 2025 to 2032.

For pancreatic cancer, approximately 66,440 cases are estimated to be diagnosed in the United States in 2024.

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Expected Drivers of Future Revenue Growth for BioXcel Therapeutics (BTAI)

  • Expansion of IGALMI (BXCL501) into the At-Home Setting: A primary driver of future revenue growth is the anticipated commercialization of IGALMI (BXCL501) for the acute treatment of agitation associated with bipolar disorders or schizophrenia in the at-home setting. BioXcel Therapeutics completed its pivotal SERENITY At-Home Phase 3 safety trial and plans to submit a supplemental New Drug Application (sNDA) for this label expansion. Analysts project this market opportunity to be substantial, with estimates of 57 to 77 million agitation episodes annually in the U.S. at home.
  • Advancement of BXCL501 for Agitation Associated with Alzheimer's Dementia: Further revenue growth is expected from the development and potential approval of BXCL501 for the acute treatment of agitation associated with Alzheimer's dementia in the care setting. The company is progressing with its TRANQUILITY In-Care Phase 3 trial for this indication, representing another significant market expansion for BXCL501.
  • Increased Utilization of IGALMI in Institutional Settings: While focusing on at-home expansion, BioXcel Therapeutics also expects growth from the continued increase in sales activity and utilization of IGALMI in its currently approved institutional setting. For the nine months ending September 30, 2024, net revenue from IGALMI in this setting increased by 89% compared to the same period in 2023, indicating rising adoption.
  • Progress of Immuno-Oncology Candidate BXCL701: The advancement of BXCL701, an oral innate immune activator, in immuno-oncology represents a potential long-term revenue driver. BXCL701 is being developed for aggressive forms of prostate cancer, pancreatic cancer, and other solid and liquid tumors, having completed a Phase 1b/2a trial.

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Share Issuance

  • In March 2026, BioXcel Therapeutics closed a registered direct offering of 4,500,785 shares of common stock and accompanying warrants, generating approximately $8.0 million in gross proceeds.
  • Between July 1, 2025, and September 15, 2025, the company raised $37.3 million through an "at the market offering" of 9,312,892 shares and the exercise of 2,300,000 warrants.
  • In February 2024, BioXcel Therapeutics announced a proposed underwritten public offering aiming to raise $60 million through shares of common stock or pre-funded warrants. The company also expected to grant underwriters an option to purchase up to $9 million in additional shares.

Inbound Investments

  • An institutional investor participated in the March 2026 registered direct offering, contributing to the approximately $8.0 million in gross proceeds.
  • Institutional investors, including Armistice Capital LLC, Millennium Management LLC, and Oaktree Capital Management LP, were among the largest purchasers of BioXcel Therapeutics' stock in the 24 months leading up to March 2026.

Capital Expenditures

  • Research and development expenses increased by 24% to $34.4 million in 2024, primarily due to the advancement of its clinical trials.
  • Financial inflows from the September 2025 offering were anticipated to cover operating and capital expenditure needs until the first quarter of 2026.
  • The net proceeds from the $60 million proposed public offering in February 2024 were intended to fund ongoing and planned clinical trials, commercialization, and general corporate purposes.

Better Bets vs. BioXcel Therapeutics (BTAI)

Latest Trefis Analyses

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

BTAIAXSMALKSRXRXRLAYSDGRMedian
NameBioXcel .Axsome T.Alkermes Recursio.Relay Th.Schrodin. 
Mkt Price1.14255.1744.283.1514.8114.4514.63
Mkt Cap0.013.17.41.72.71.12.2
Rev LTM17081,5626611255160
Op Inc LTM-50-177192-585-296-165-171
FCF LTM-57-71222-328-213-148-110
FCF 3Y Avg-81-128366-353-258-95-111
CFO LTM-57-71256-321-213-145-108
CFO 3Y Avg-81-127406-342-256-88-108

Growth & Margins

BTAIAXSMALKSRXRXRLAYSDGRMedian
NameBioXcel .Axsome T.Alkermes Recursio.Relay Th.Schrodin. 
Rev Chg LTM-63.3%63.9%3.2%9.9%39.0%10.6%10.2%
Rev Chg 3Y Avg48.1%69.9%15.0%13.1%944.8%9.5%31.6%
Rev Chg Q22.6%57.4%28.2%-57.5%-60.9%-1.6%10.5%
QoQ Delta Rev Chg LTM5.9%10.9%5.9%-11.5%-30.5%-0.4%2.7%
Op Inc Chg LTM0.7%26.2%-50.9%-2.0%21.6%14.5%7.6%
Op Inc Chg 3Y Avg28.7%-13.6%1,583.6%-33.1%4.1%-6.5%-1.2%
Op Mgn LTM-7,410.4%-24.9%12.3%-890.3%-2,776.6%-64.7%-477.5%
Op Mgn 3Y Avg-6,052.1%-59.3%21.8%-894.1%-2,916.5%-87.3%-490.7%
QoQ Delta Op Mgn LTM419.3%1.6%-4.9%-17.5%-805.1%0.6%-2.2%
CFO/Rev LTM-8,438.4%-10.0%16.4%-488.2%-1,998.3%-56.9%-272.6%
CFO/Rev 3Y Avg-6,292.0%-38.0%25.4%-612.9%-2,114.3%-40.8%-326.8%
FCF/Rev LTM-8,438.4%-10.0%14.2%-499.1%-1,998.5%-58.2%-278.6%
FCF/Rev 3Y Avg-6,292.0%-38.2%22.9%-633.5%-2,120.8%-44.3%-338.9%

Valuation

BTAIAXSMALKSRXRXRLAYSDGRMedian
NameBioXcel .Axsome T.Alkermes Recursio.Relay Th.Schrodin. 
Mkt Cap0.013.17.41.72.71.12.2
P/S39.518.44.725.4249.54.221.9
P/Op Inc-0.5-74.038.4-2.8-9.0-6.5-4.7
P/EBIT-0.5-71.231.0-3.0-9.0-6.5-4.7
P/E-0.4-69.448.2-3.0-9.8-10.3-6.4
P/CFO-0.5-184.728.7-5.2-12.5-7.4-6.3
Total Yield-280.4%-1.4%2.1%-33.6%-10.2%-9.7%-10.0%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-1,023.5%-2.7%7.1%-17.7%-33.3%-8.1%-12.9%
D/E3.70.00.20.00.00.10.1
Net D/E3.1-0.00.1-0.3-0.2-0.3-0.1

Returns

BTAIAXSMALKSRXRXRLAYSDGRMedian
NameBioXcel .Axsome T.Alkermes Recursio.Relay Th.Schrodin. 
1M Rtn0.0%12.1%18.1%7.5%21.4%20.9%15.1%
3M Rtn-23.5%63.5%59.5%-7.9%43.0%15.5%29.2%
6M Rtn-43.3%72.2%55.4%-27.3%84.4%-19.9%17.7%
12M Rtn-26.9%145.1%48.4%-36.0%359.9%-32.6%10.8%
3Y Rtn-99.7%201.5%49.2%-66.1%15.8%-68.1%-25.2%
1M Excs Rtn-4.0%8.6%14.0%3.5%12.2%13.5%10.4%
3M Excs Rtn-35.5%51.4%47.5%-19.9%30.9%3.5%17.2%
6M Excs Rtn-55.9%63.0%46.8%-41.9%87.2%-27.4%9.7%
12M Excs Rtn-59.7%112.7%18.5%-65.1%320.0%-69.3%-20.6%
3Y Excs Rtn-173.8%163.9%-20.7%-139.4%-46.9%-135.1%-91.0%

Comparison Analyses

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FDA Approved Drugs Data

Expand for More
Post-Approval Fwd Returns
FDA
App #
Brand
Name
Generic
Name
Dosage
Form
FDA
Approval
3M
Rtn
6M
Rtn
1Y
Rtn
2Y
Rtn
Total
Rtn
NDA215390  IGALMIdexmedetomidine hydrochloridefilm4052022-26.4%-37.3%-14.2%-86.5%-99.6%

Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Product revenue, net1210
Total1210


Assets by Segment
$ Mil20212020201920182017
Single segment23922036441
Total23922036441


Price Behavior

Price Behavior
Market Price$1.14 
Market Cap ($ Bil)0.0 
First Trading Date03/08/2018 
Distance from 52W High-83.2% 
   50 Days200 Days
DMA Price$1.15$1.85
DMA Trenddowndown
Distance from DMA-0.7%-38.3%
 3M1YR
Volatility80.9%142.4%
Downside Capture368.64190.16
Upside Capture128.59101.22
Correlation (SPY)49.5%23.9%
BTAI Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta2.392.313.032.322.951.73
Up Beta4.162.883.202.996.482.56
Down Beta7.586.753.191.872.711.17
Up Capture-1%11%163%111%161%1%
Bmk +ve Days13283667141432
Stock +ve Days7142045108315
Down Capture175%327%342%245%155%113%
Bmk -ve Days7132757109318
Stock -ve Days12254073133411

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BTAI
BTAI-35.4%142.5%0.25-
Sector ETF (XLV)15.4%15.0%0.7414.5%
Equity (SPY)24.9%12.3%1.5223.9%
Gold (GLD)25.5%27.4%0.815.9%
Commodities (DBC)30.1%19.0%1.25-7.8%
Real Estate (VNQ)13.5%13.5%0.699.2%
Bitcoin (BTCUSD)-41.7%42.2%-1.1615.8%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BTAI
BTAI-71.3%121.3%-0.46-
Sector ETF (XLV)6.4%14.8%0.2519.5%
Equity (SPY)13.5%17.1%0.6124.2%
Gold (GLD)16.8%18.2%0.755.7%
Commodities (DBC)8.4%19.4%0.331.5%
Real Estate (VNQ)2.8%18.8%0.0519.6%
Bitcoin (BTCUSD)13.6%54.4%0.4415.9%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with BTAI
BTAI-39.5%117.9%0.02-
Sector ETF (XLV)9.7%16.6%0.4720.9%
Equity (SPY)15.3%17.9%0.7324.7%
Gold (GLD)12.5%16.1%0.647.3%
Commodities (DBC)6.7%18.0%0.296.1%
Real Estate (VNQ)5.7%20.7%0.2420.5%
Bitcoin (BTCUSD)60.3%66.8%1.0010.8%

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Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity3.5 Mil
Short Interest: % Change Since 5152026-0.8%
Average Daily Volume0.8 Mil
Days-to-Cover Short Interest4.5 days
Basic Shares Quantity23.6 Mil
Short % of Basic Shares15.0%

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/15/2026-5.8%-5.8% 
3/27/2026-8.0%-13.9%-20.4%
11/12/2025-15.3%-8.9%-0.5%
8/12/20256.2%-11.4%-45.0%
5/12/2025-3.3%-5.2%30.1%
3/27/2025-8.2%-21.2%-15.2%
11/14/2024-15.9%-5.0%-33.4%
8/6/20244.3%-28.5%-34.8%
...
SUMMARY STATS   
# Positive745
# Negative172018
Median Positive6.2%11.1%23.9%
Median Negative-8.0%-10.2%-22.3%
Max Positive29.3%34.5%49.2%
Max Negative-41.5%-41.5%-54.9%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/15/202610-Q
12/31/202503/27/202610-K
09/30/202511/12/202510-Q
06/30/202508/12/202510-Q
03/31/202505/12/202510-Q
12/31/202403/28/202510-K
09/30/202411/14/202410-Q
06/30/202408/06/202410-Q
03/31/202405/09/202410-Q
12/31/202303/22/202410-K
09/30/202311/14/202310-Q
06/30/202308/14/202310-Q
03/31/202305/09/202310-Q
12/31/202203/16/202310-K
09/30/202211/14/202210-Q
06/30/202208/11/202210-Q

Insider Activity

Updated 5/22/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Yocca, FrankChief Scientific OfficerDirectSell52220261.086,8457,42728,400Form
2Rodriguez, JavierSee RemarksDirectSell52220261.086,5607,11129,054Form
3Steinhart, Richard IChief Financial OfficerDirectSell52220261.086,8457,42728,536Form
4Mehta, VimalCEO and PresidentDirectSell52220261.0919,41921,10875,653Form
Core Cache Last Updated: 6/14/2026