enGene Therapeutics (ENGN)


Market Price (10/21/2026): $1.675 | Market Cap: $116.8 MilSector: Health Care | Industry: Biotechnology

enGene Therapeutics (ENGN)


Market Price (10/21/2026): $1.675
Market Cap: $116.8 Mil
Sector: Health Care
Industry: Biotechnology

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

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -200%

Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Targeted Therapies, Show more.

Weak multi-year price returns
2Y Excs Rtn is -112%, 3Y Excs Rtn is -169%

Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -137 Mil

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 -117%

High stock price volatility
Vol 12M is 118%

Key risks
ENGN key risks include [1] a near-total reliance on the success of its single product candidate, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -200%
1 Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Targeted Therapies, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -112%, 3Y Excs Rtn is -169%
3 Very low revenue
Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -137 Mil
5 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 -117%
6 High stock price volatility
Vol 12M is 118%
7 Key risks
ENGN key risks include [1] a near-total reliance on the success of its single product candidate, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 10/20/2026

enGene Therapeutics (ENGN) stock has lost about 5% since 6/30/2026 because of the following key factors:

1. enGene Therapeutics (ENGN) reported a wider-than-expected net loss for its fiscal third quarter 2026, which ended July 31, 2026. The company posted a net loss of $32.5 million, or $0.47 per share, missing the consensus analyst estimate of -$0.4386 per share by approximately 7.16%. This financial result led to a 3.48% decline in the stock price following the announcement.

2. Persistent concerns surround the 12-month durability data of detalimogene, enGene's lead asset. While interim results from the LEGEND pivotal Cohort 1 trial showed a 54% complete response rate at any time and 43% at six months, the Kaplan-Meier estimate for the 12-month complete response rate was 25% as of April 21, 2026. This lower-than-anticipated durability has been a recurring concern for analysts and investors, leading to previous estimate cuts, despite the company's efforts to enhance efficacy through a new surfactant cohort.

Show more
Updated on 10/20/2026

enGene Therapeutics (ENGN) stock has lost about 5% since 6/30/2026 because of the following key factors:

1. enGene Therapeutics (ENGN) reported a wider-than-expected net loss for its fiscal third quarter 2026, which ended July 31, 2026. The company posted a net loss of $32.5 million, or $0.47 per share, missing the consensus analyst estimate of -$0.4386 per share by approximately 7.16%. This financial result led to a 3.48% decline in the stock price following the announcement.

2. Persistent concerns surround the 12-month durability data of detalimogene, enGene's lead asset. While interim results from the LEGEND pivotal Cohort 1 trial showed a 54% complete response rate at any time and 43% at six months, the Kaplan-Meier estimate for the 12-month complete response rate was 25% as of April 21, 2026. This lower-than-anticipated durability has been a recurring concern for analysts and investors, leading to previous estimate cuts, despite the company's efforts to enhance efficacy through a new surfactant cohort.

3. A significant workforce reduction undertaken in fiscal Q2 2026 highlighted underlying financial pressures and a need for capital preservation. In an effort to streamline operations and extend its cash runway, enGene announced an approximately 50% reduction in its workforce during fiscal Q2 2026, which concluded on April 30, 2026. While aimed at supporting key milestones like the planned Biologics License Application (BLA) submission for detalimogene, this measure reflects the financial challenges faced by the pre-revenue company.

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Stock Movement Drivers

Fundamental Drivers

The -3.5% change in ENGN stock from 6/30/2026 to 10/20/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).
(LTM values as of)630202610202026Change
Stock Price ($)1.731.67-3.5%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple∞∞0.0%
Shares Outstanding (Mil)70700.0%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2026 to 10/20/2026
ReturnCorrelation
ENGN-3.5% 
Market (SPY)3.0%11.0%
Sector (XLV)13.3%17.4%

Fundamental Drivers

The -75.5% change in ENGN stock from 3/31/2026 to 10/20/2026 was primarily driven by a -3.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)331202610202026Change
Stock Price ($)6.811.67-75.5%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple∞∞0.0%
Shares Outstanding (Mil)6770-3.5%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 10/20/2026
ReturnCorrelation
ENGN-75.5% 
Market (SPY)18.6%17.7%
Sector (XLV)23.2%9.6%

Fundamental Drivers

The -75.5% change in ENGN stock from 9/30/2025 to 10/20/2026 was primarily driven by a -26.7% change in the company's Shares Outstanding (Mil).
(LTM values as of)930202510202026Change
Stock Price ($)6.831.67-75.5%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple∞∞0.0%
Shares Outstanding (Mil)5170-26.7%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 10/20/2026
ReturnCorrelation
ENGN-75.5% 
Market (SPY)16.4%22.2%
Sector (XLV)30.9%16.1%

Fundamental Drivers

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Market Drivers

9/30/2023 to 10/20/2026
ReturnCorrelation
ENGN  
Market (SPY)86.1%9.1%
Sector (XLV)46.3%8.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
ENGN Return---54%-28%36%-83%-92%
Peers Return-35%-50%-7%3%164%59%30%
S&P 500 Return27%-19%24%23%16%12%104%

Monthly Win Rates [3]
ENGN Win Rate--50%42%58%60% 
Peers Win Rate31%50%44%40%50%50% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
ENGN Max Drawdown----71%-64%-88% 
Peers Max Drawdown-73%-70%-63%-66%-52%-46% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: CGON, IBRX, RLMD, TARA, AURA.
[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 10/20/2026 (YTD)

How Low Can It Go

EventENGNS&P 500
2025 US Tariff Shock
  % Loss-56.3%-18.8%
  % Gain to Breakeven128.8%23.1%
  Time to Breakeven128 days79 days
2024 Yen Carry Trade Unwind
  % Loss-41.0%-7.8%
  % Gain to Breakeven69.5%8.5%
  Time to Breakeven59 days18 days

Compare to CGON, IBRX, RLMD, TARA, AURA

In The Past

enGene Therapeutics's stock fell -56.3% during the 2025 US Tariff Shock. Such a loss loss requires a 128.8% 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.

EventENGNS&P 500
2025 US Tariff Shock
  % Loss-56.3%-18.8%
  % Gain to Breakeven128.8%23.1%
  Time to Breakeven128 days79 days
2024 Yen Carry Trade Unwind
  % Loss-41.0%-7.8%
  % Gain to Breakeven69.5%8.5%
  Time to Breakeven59 days18 days

Compare to CGON, IBRX, RLMD, TARA, AURA

In The Past

enGene Therapeutics's stock fell -56.3% during the 2025 US Tariff Shock. Such a loss loss requires a 128.8% 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 enGene Therapeutics (ENGN)

AI Analysis | Feedback

Like Moderna or BioNTech, but applying genetic technology to develop gene-based treatments for cancer rather than vaccines.

The Tesla of gene therapy delivery, focused on developing a novel non-viral method to get genetic instructions into cancer cells.

AI Analysis | Feedback

  • EG-70: A non-viral gene therapy designed to deliver interferon alpha 2b (IFNα2b) DNA directly into the bladder for the treatment of high-risk non-muscle invasive bladder cancer (NMIBC) unresponsive to BCG.

AI Analysis | Feedback

enGene Therapeutics (ENGN) is a clinical-stage biotechnology company focused on developing gene therapies for oncology and immunology. As a company in the research and development phase, enGene Therapeutics does not currently have major customers in the traditional sense of selling products or services to other companies or individuals.

Their primary activities involve advancing their pipeline of drug candidates through preclinical and clinical trials. Revenue generation at this stage typically comes from financing activities (e.g., equity investments), grants, and potential future collaborations or licensing agreements with larger pharmaceutical companies, rather than from direct sales of commercialized products.

Therefore, enGene Therapeutics does not have identifiable major customers at this time.

AI Analysis | Feedback

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AI Analysis | Feedback

Ron Cooper, Chief Executive Officer
Ron Cooper has served as enGene Therapeutics' CEO and a member of its Board of Directors since July 2024. Previously, Mr. Cooper was President and Chief Executive Officer of Albireo Pharma, a fully integrated global commercial biopharmaceutical company that was acquired by Ipsen for up to $1.2 billion in March 2023. While at Albireo Pharma, he took the company public, created a new corporate strategy, guided Bylvay® through three Phase III programs, regulatory approvals, and a global commercial launch, and raised over $850 million of capital. Earlier in his career, Mr. Cooper spent nearly 30 years at Bristol-Myers Squibb (BMS) in various roles, most recently as President, Europe, where he played a leadership role in several successful product launches. He currently serves as Chairman of the Board for C4 Therapeutics and a member of the Board of Directors of Generation Bio.
Ryan Daws, Chief Financial Officer
Ryan Daws has served as enGene's Chief Financial Officer and Head of Business Development since November 27, 2023. Prior to joining enGene, Mr. Daws was Chief Financial Officer and Head of Business Development at Obsidian Therapeutics, Inc. from July 2019 to November 2023. From June 2017 to March 2019, he was a Managing Director in the Healthcare Investment Banking Group at Robert W. Baird & Co., focusing on life sciences companies. Mr. Daws also previously served as Chief Financial Officer and Head of Business Development at Concert Pharmaceuticals, Inc. from January 2014 to June 2017. He spent nearly 15 years originating and executing equity and mergers and acquisitions transactions in the life sciences sector at Cowen and Company, LLC and Stifel, Nicolaus & Co Inc.
Anthony T. Cheung, PhD, Co-Founder & Chief Scientific Officer
Anthony T. Cheung is a Co-Founder and the Chief Scientific Officer of enGene Therapeutics.
Matthew Boyd, Chief Regulatory Officer
Matthew Boyd was promoted to Chief Regulatory Officer in July 2025, having previously served as Senior Vice President, Regulatory Affairs. He has over 25 years of regulatory experience and has led the submission of numerous drug applications, including the approval of Bylvay for a rare pediatric liver disease while at Albireo Pharma.
Jill Buck, Chief Development Officer
Jill Buck was promoted to Chief Development Officer in July 2025, from her previous role as Senior Vice President, Clinical Development Operations. She has more than 25 years of global drug development experience across multiple therapeutic areas.

AI Analysis | Feedback

Key Risks to enGene Therapeutics (ENGN)

  1. High Dependence on Lead Product Candidate: enGene Therapeutics' business success is highly dependent on the successful clinical development, regulatory approval, and commercialization of its lead product candidate, detalimogene voraplasmid (previously EG-70), for non-muscle invasive bladder cancer. The investment thesis for enGene "hinges on positive LEGEND trial results", and its pipeline is "focused almost entirely on one catalyst". Failure of this single asset would significantly impact the company's prospects.
  2. Inability to Achieve Profitability and Significant Cash Burn: enGene is a clinical-stage biotechnology company that has consistently incurred net losses since its inception and has not generated any revenue from product sales to date. The company is not forecast to become profitable over the next three years, and its ongoing research and development expenses are expected to increase, leading to substantial ongoing cash burn. This poses significant financial sustainability risks.
  3. Clinical Development, Regulatory, and Market Access Challenges: As a biotechnology company, enGene faces inherent operational challenges in clinical development, including the rigorous demands of clinical trials and the complex regulatory landscape for gene therapies. Obtaining positive trial data and securing regulatory approval on anticipated timelines are critical. Beyond approval, the company also faces risks related to competition, reimbursement challenges, and pricing pressures for gene therapies in the market.

AI Analysis | Feedback

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AI Analysis | Feedback

enGene Therapeutics (Nasdaq: ENGN) focuses on genetic medicines, with its primary product being detalimogene voraplasmid (formerly EG-70). This therapy targets high-risk, Bacillus Calmette-Guérin (BCG)-unresponsive non-muscle invasive bladder cancer (NMIBC) with carcinoma in situ (CIS).

The addressable market for high-risk non-muscle invasive bladder cancer (NMIBC) in the 7MM (United States, Germany, France, Italy, Spain, United Kingdom, and Japan) was approximately USD 1.60 billion in 2023. This segment is directly relevant to enGene's lead product. While the broader non-muscle invasive bladder cancer (NMIBC) market in these seven major markets was estimated to be around USD 3 billion in 2025, with the United States accounting for nearly 65% of that market, enGene's therapy specifically targets the high-risk, BCG-unresponsive population.

AI Analysis | Feedback

enGene Therapeutics (Nasdaq: ENGN) is a clinical-stage biotechnology company focused on developing genetic medicines, primarily utilizing its proprietary Dually Derivatized Oligochitosan (DDX) platform for localized delivery of therapeutics to mucosal tissues and other organs.

The company's future revenue growth over the next 2-3 years is expected to be driven by the following factors:

  1. Regulatory Approval and Commercial Launch of Detalimogene: enGene's lead product candidate, detalimogene voraplasmid (also known as EG-70), for high-risk, Bacillus Calmette-Guérin (BCG)-unresponsive non-muscle invasive bladder cancer (NMIBC) with carcinoma in situ (CIS), is a key revenue driver. The company plans a Biologics License Application (BLA) submission for detalimogene in the second half of 2026, with a potential approval anticipated in 2027. This represents the company's first potential commercial product and a significant entry into the NMIBC market.
  2. Market Penetration and Adoption of Detalimogene: Following potential approval, a primary driver will be the successful market penetration and adoption of detalimogene within its initial indication of high-risk, BCG-unresponsive NMIBC with CIS. enGene believes detalimogene has the potential to become a "first choice therapy" in this patient population, which has a high clinical burden and unmet medical needs.
  3. Expansion of Detalimogene's Label or Use Cases: Beyond its initial indication, enGene anticipates that detalimogene's profile could support its potential for first-line use in patients with high-risk, BCG-unresponsive NMIBC with CIS. The company's CEO has also suggested that the broader bladder cancer market is projected to grow significantly with the introduction of new products, implying potential for expanded applications or use in earlier lines of therapy, which could further drive revenue within the 2-3 year timeframe if supported by additional data and regulatory approvals.
  4. Advancement and Partnerships for DDX Platform-Derived Candidates: enGene's proprietary DDX platform is designed for delivering genetic medicines to various mucosal tissues and organs, including genitourinary cancers and the lung. While specific new product launches from the platform might extend beyond the immediate 2-3 year horizon, the advancement of other pipeline candidates utilizing this platform or strategic partnerships leveraging the DDX technology could generate upfront payments, milestone revenues, or future product sales within this timeframe.

AI Analysis | Feedback

Share Issuance

  • In November 2025, enGene Therapeutics successfully closed an underwritten public offering of its common shares and pre-funded warrants.
  • This public offering resulted in net proceeds of $140.1 million.

Inbound Investments

  • In October 2024, the company expected to receive CAD 60.148968 million in funding from a group of investors.
  • In January 2026, the Company expanded its existing loan and security agreement with Hercules Capital, Inc.

Capital Expenditures

  • While specific dollar amounts for capital expenditures are not separately detailed in available summaries, enGene Therapeutics expects its cash and marketable securities to fund operating expenses, debt obligations, and capital expenditures into the second half of 2028, following a November 2025 public offering.
  • The company's cash and marketable securities as of October 31, 2024, and April 30, 2025, were anticipated to fund operating expenses, debt obligations, and capital expenditures into 2027.
  • Increased research and development expenses in 2025, rising by $56.2 million compared to 2024, were primarily driven by increased manufacturing, personnel, and clinical costs related to the LEGEND trial and preparation for the planned Biologics License Application (BLA) submission.

Peer Outperformance in Biotechnology

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Share of Biotechnology constituents that ENGN has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
12%
of 451 industry peers · -82.1% return
3Y
—
insufficient peer history
5Y
—
insufficient peer history
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Median price return by industry across the Health Care sector, ranked by 5Y. Biotechnology is ENGN's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Health Care Distributors 6 18.5%55.2%102.0% CAH 479% · MCK 412% · COR 196%
Health Care Services 20 17.6%41.0%11.8% HIMS 252% · RDNT 134% · DGX 78%
Health Care Facilities 24 5.0%18.5%6.1% THC 315% · NHC 301% · ENSG 147%
Managed Health Care 8 39.5%0.2%4.7% OSCR 107% · HQY 44% · ELV 12%
Health Care Equipment 50 -4.3%4.2%-11.9% UFPT 362% · GKOS 275% · TMDX 178%
Pharmaceuticals 61 -11.8%2.7%-33.0% LQDA 913% · KNSA 665% · CORT 498%
Health Care Supplies 11 14.1%-7.3%-41.0% LNTH 331% · HAE 67% · MMSI 30%
Life Sciences Tools & Services 109 -12.9%-9.4%-66.4% NTRA 261% · MEDP 231% · IRTC 63%
Biotechnology ← 362 -23.9%-23.8%-80.5% DNTH 1102% · ELVN 1036% · ADMA 912%
Health Care Technology 22 -30.8%-64.5%-82.7% VEEV 0% · DOCS -54%
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

ENGNCGONIBRXRLMDTARAAURAMedian
NameenGene T.CG Oncol.Immunity.Relmada .Protara .Aura Bio. 
Mkt Price1.6761.938.773.362.566.554.96
Mkt Cap0.15.59.20.40.20.60.5
Rev LTM061660000
Op Inc LTM-137-253-252-65-77-138-137
FCF LTM-104-179-289-46-66-103-104
FCF 3Y Avg-78-114-357-48-48-87-83
CFO LTM-103-178-281-46-66-103-103
CFO 3Y Avg-78-114-347-48-48-87-82

Growth & Margins

ENGNCGONIBRXRLMDTARAAURAMedian
NameenGene T.CG Oncol.Immunity.Relmada .Protara .Aura Bio. 
Rev Chg LTM-1,030.3%192.9%---611.6%
Rev Chg 3Y Avg--1,513.7%---1,513.7%
Rev Chg Q--93.9%---93.9%
QoQ Delta Rev Chg LTM-22.8%17.6%---20.2%
Op Inc Chg LTM-35.1%-60.6%11.8%7.6%-33.9%-27.0%-30.5%
Op Inc Chg 3Y Avg-89.2%-11.9%20.3%-24.9%-23.5%-23.5%
Op Mgn LTM--4,056.2%-151.9%----2,104.0%
Op Mgn 3Y Avg--15,058.2%-9,371.8%----12,215.0%
QoQ Delta Op Mgn LTM-182.8%33.5%---108.2%
CFO/Rev LTM--2,865.6%-169.6%----1,517.6%
CFO/Rev 3Y Avg--10,171.2%-10,711.0%----10,441.1%
FCF/Rev LTM--2,879.6%-174.0%----1,526.8%
FCF/Rev 3Y Avg--10,191.7%-11,114.6%----10,653.1%

Valuation

ENGNCGONIBRXRLMDTARAAURAMedian
NameenGene T.CG Oncol.Immunity.Relmada .Protara .Aura Bio. 
Mkt Cap0.15.59.20.40.20.60.5
P/S-877.055.5---466.3
P/Op Inc-0.9-21.6-36.6-5.8-2.0-4.5-5.2
P/EBIT-0.9-21.6-10.5-5.8-2.0-4.5-5.2
P/E-0.9-24.3-9.3-6.1-2.2-4.7-5.4
P/CFO-1.1-30.6-32.8-8.2-2.4-6.0-7.1
Total Yield-111.9%-4.1%-10.8%-16.4%-44.8%-21.1%-18.7%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-38.1%-2.9%-9.4%-103.2%-46.3%-19.2%-28.7%
D/E0.30.00.10.00.00.00.0
Net D/E-2.0-0.20.0-0.6-0.9-0.5-0.5

Returns

ENGNCGONIBRXRLMDTARAAURAMedian
NameenGene T.CG Oncol.Immunity.Relmada .Protara .Aura Bio. 
1M Rtn-12.3%-17.0%3.4%-18.4%-27.9%1.8%-14.7%
3M Rtn-13.2%-13.7%8.7%-36.6%-37.4%-6.8%-13.4%
6M Rtn-80.3%-13.8%8.3%-52.9%-51.9%-11.9%-32.8%
12M Rtn-82.0%42.1%258.0%48.7%-54.0%8.2%25.1%
3Y Rtn-91.6%66.6%574.6%10.9%80.9%-22.0%38.8%
1M Excs Rtn-13.2%-19.5%5.1%-17.9%-25.7%4.4%-15.5%
3M Excs Rtn-11.6%-12.8%14.6%-34.9%-39.4%-8.6%-12.2%
6M Excs Rtn-88.8%-22.2%-0.2%-61.4%-60.3%-20.3%-41.3%
12M Excs Rtn-97.1%34.4%250.5%52.2%-68.3%0.7%17.6%
3Y Excs Rtn-168.8%-10.4%492.5%-68.6%-21.8%-99.5%-45.2%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil202220212020
Developing genetic medicines to improve the lives of patients suffering from bladder cancer000
Total000


Operating Income by Segment
$ Mil2020
Developing genetic medicines to improve the lives of patients suffering from bladder cancer-14
Total-14


Net Income by Segment
$ Mil20252024
Developing genetic medicines to improve the lives of patients suffering from bladder cancer-117-55
Total-117-55


Assets by Segment
$ Mil2024202320222021
Developing genetic medicines to improve the lives of patients suffering from bladder cancer311872415
Total311872415


Price Behavior

Price Behavior
Market Price$1.67 
Market Cap ($ Bil)0.1 
First Trading Date11/01/2023 
Distance from 52W High-86.3% 
   50 Days200 Days
DMA Price$1.83$4.65
DMA Trendindeterminatedown
Distance from DMA-8.6%-64.1%
 3M1YR
Volatility51.5%118.0%
Downside Capture35.12464.24
Upside Capture-26.47187.57
Correlation (S&P 500)0.1%22.8%
ENGN Betas & Captures as of 9/30/2026

 1M2M3M6M1Y3Y
Beta0.410.260.531.892.100.01
Up Beta-0.71-1.130.141.310.94-0.13
Down Beta1.521.220.360.051.110.04
Up Capture89%90%98%200%477%53%
Bmk +ve Days6162766132424
Stock +ve Days13233665121344
Down Capture-69%-3%24%329%188%112%
Bmk -ve Days16263760120328
Stock -ve Days7142255123365

[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 ENGN
ENGN-82.3%118.0%-0.50-
Sector ETF (XLV)27.2%16.2%1.2915.1%
Equity (SPY)16.8%12.7%0.9322.4%
Gold (GLD)-2.9%29.3%-0.1010.9%
Commodities (DBC)52.5%20.7%1.93-4.3%
Real Estate (VNQ)5.1%13.8%0.1114.5%
Bitcoin (BTCUSD)-23.7%43.6%-0.5017.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ENGN
ENGN-39.4%125.7%-0.04-
Sector ETF (XLV)9.2%15.3%0.408.6%
Equity (SPY)13.6%17.1%0.619.1%
Gold (GLD)18.1%18.9%0.772.3%
Commodities (DBC)9.7%19.5%0.38-2.2%
Real Estate (VNQ)1.4%18.9%-0.032.6%
Bitcoin (BTCUSD)7.7%51.7%0.3312.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ENGN
ENGN-22.1%125.7%-0.04-
Sector ETF (XLV)11.4%16.8%0.568.6%
Equity (SPY)15.3%17.9%0.729.1%
Gold (GLD)12.1%16.4%0.602.3%
Commodities (DBC)8.2%18.1%0.37-2.2%
Real Estate (VNQ)5.2%20.7%0.212.6%
Bitcoin (BTCUSD)62.9%66.2%1.0312.2%

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Short Interest

Short Interest: As Of Date9302026
Short Interest: Shares Quantity1.4 Mil
Short Interest: % Change Since 915202616.2%
Average Daily Volume0.8 Mil
Days-to-Cover Short Interest1.8 days
Basic Shares Quantity69.7 Mil
Short % of Basic Shares2.0%

Earnings Returns History

Updated 10/9/2026
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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/8/20265.5%2.7%-1.1%
6/15/20269.3%4.3%17.3%
3/9/2026-18.8%-17.5%-15.6%
12/22/20255.1%2.1%38.8%
9/11/2025-5.8%14.9%38.4%
6/12/20250.9%2.2%9.0%
3/10/2025-1.7%-2.1%-21.4%
12/19/2024-2.2%7.7%22.3%
...
SUMMARY STATS   
# Positive686
# Negative535
Median Positive4.1%5.2%19.8%
Median Negative-5.8%-10.0%-9.9%
Max Positive9.3%14.9%38.8%
Max Negative-18.8%-17.5%-21.4%
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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/8/20265.5%2.7%-1.1%
6/15/20269.3%4.3%17.3%
3/9/2026-18.8%-17.5%-15.6%
12/22/20255.1%2.1%38.8%
9/11/2025-5.8%14.9%38.4%
6/12/20250.9%2.2%9.0%
3/10/2025-1.7%-2.1%-21.4%
12/19/2024-2.2%7.7%22.3%
9/10/20243.1%6.8%6.5%
6/14/2024-10.0%-10.0%-9.9%
3/11/20241.6%6.2%-4.7%
SUMMARY STATS   
# Positive686
# Negative535
Median Positive4.1%5.2%19.8%
Median Negative-5.8%-10.0%-9.9%
Max Positive9.3%14.9%38.8%
Max Negative-18.8%-17.5%-21.4%

SEC Filings

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Report DateFiling DateFiling
07/31/202609/08/202610-Q
04/30/202606/15/202610-Q
01/31/202603/09/202610-Q
10/31/202512/22/202510-K
07/31/202509/11/202510-Q
04/30/202506/12/202510-Q
01/31/202503/10/202510-Q
10/31/202412/19/202410-K
07/31/202409/10/202410-Q
04/30/202406/14/202410-Q
01/31/202403/11/202410-Q
10/31/202301/29/202410-K
07/31/202309/26/2023S-4/A
04/30/202308/09/2023S-4
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Report DateFiling DateFiling
07/31/202609/08/202610-Q
04/30/202606/15/202610-Q
01/31/202603/09/202610-Q
10/31/202512/22/202510-K
07/31/202509/11/202510-Q
04/30/202506/12/202510-Q
01/31/202503/10/202510-Q
10/31/202412/19/202410-K
07/31/202409/10/202410-Q
04/30/202406/14/202410-Q
01/31/202403/11/202410-Q
10/31/202301/29/202410-K
07/31/202309/26/2023S-4/A
04/30/202308/09/2023S-4

Insider Activity

Updated 9/24/2026
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Grossman, WilliamInterim Chief Medical OfficerDirectBuy92420261.975,10210,05110,051Form
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Grossman, WilliamInterim Chief Medical OfficerDirectBuy92420261.975,10210,05110,051Form
Core Cache Last Updated: 10/20/2026