Tearsheet

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 -42%

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

Weak multi-year price returns
2Y Excs Rtn is -23%, 3Y Excs Rtn is -94%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -17 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -10178%

Expensive valuation multiples
P/SPrice/Sales ratio is 184x

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -83%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 624%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -8018%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8018%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 91%

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 -56%

High stock price volatility
Vol 12M is 111%

Key risks
LSTA key risks include [1] uncertain clinical trial and regulatory outcomes for its lead drug 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 -42%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -23%, 3Y Excs Rtn is -94%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -17 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -10178%
4 Expensive valuation multiples
P/SPrice/Sales ratio is 184x
5 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -83%
6 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 624%
7 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -8018%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -8018%
8 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 91%
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 -56%
10 High stock price volatility
Vol 12M is 111%
11 Key risks
LSTA key risks include [1] uncertain clinical trial and regulatory outcomes for its lead drug candidate, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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Updated on 6/1/2026
Lisata Therapeutics (LSTA) stock has lost about 15% since 2/28/2026 because of the following key factors:

1. Uncertainty surrounding the acquisition by Kuva Labs. The tender offer by Kuva Labs, which was expected to commence by June 1, 2026, has been delayed due to ongoing financing negotiations, creating significant doubt about the completion of the acquisition at $5.00 per share plus a $1.00 contingent value right (CVR). This uncertainty has likely contributed to investor apprehension and downward pressure on the stock.

2. Financial viability concerns and "going concern" warning. Lisata Therapeutics reported a net loss of $4.49 million for the first quarter ended March 31, 2026. More critically, management concluded there is "substantial doubt" about the company's ability to continue as a going concern over the next twelve months without securing additional financing or strategic partnerships.

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Stock Movement Drivers

Fundamental Drivers

The -15.1% change in LSTA stock from 2/28/2026 to 6/2/2026 was primarily driven by a -84.1% change in the company's Total Revenues ($ Mil).
(LTM values as of)22820266022026Change
Stock Price ($)4.103.48-15.1%
Change Contribution By: 
Total Revenues ($ Mil)10-84.1%
P/S Multiple33.5184.4450.6%
Shares Outstanding (Mil)99-3.0%
Cumulative Contribution-15.1%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/2/2026
ReturnCorrelation
LSTA-15.1% 
Market (SPY)11.0%-6.4%
Sector (XLV)-8.2%7.5%

Fundamental Drivers

The 68.9% change in LSTA stock from 11/30/2025 to 6/2/2026 was primarily driven by a 995.9% change in the company's P/S Multiple.
(LTM values as of)113020256022026Change
Stock Price ($)2.063.4868.9%
Change Contribution By: 
Total Revenues ($ Mil)10-84.1%
P/S Multiple16.8184.4995.9%
Shares Outstanding (Mil)99-3.0%
Cumulative Contribution68.9%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/2/2026
ReturnCorrelation
LSTA68.9% 
Market (SPY)11.8%9.9%
Sector (XLV)-6.4%16.7%

Fundamental Drivers

The 33.3% change in LSTA stock from 5/31/2025 to 6/2/2026 was primarily driven by a 721.1% change in the company's P/S Multiple.
(LTM values as of)53120256022026Change
Stock Price ($)2.613.4833.3%
Change Contribution By: 
Total Revenues ($ Mil)10-83.0%
P/S Multiple22.5184.4721.1%
Shares Outstanding (Mil)99-4.5%
Cumulative Contribution33.3%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/2/2026
ReturnCorrelation
LSTA33.3% 
Market (SPY)30.4%11.8%
Sector (XLV)12.3%12.3%

Fundamental Drivers

The -15.1% change in LSTA stock from 5/31/2023 to 6/2/2026 was primarily driven by a null change in the company's P/S Multiple.
(LTM values as of)53120236022026Change
Stock Price ($)4.103.48-15.1%
Change Contribution By: 
Total Revenues ($ Mil)009.2233720368547763E17%
P/S Multiple184.4 
Shares Outstanding (Mil)89-11.3%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/2/2026
ReturnCorrelation
LSTA-15.1% 
Market (SPY)88.9%12.4%
Sector (XLV)20.4%13.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LSTA Return-41%201%8%9%-38%92%150%
Peers Return-17%-30%-13%96%78%1%76%
S&P 500 Return27%-19%24%23%16%11%102%

Monthly Win Rates [3]
LSTA Win Rate25%25%58%50%42%67% 
Peers Win Rate47%44%44%40%46%54% 
S&P 500 Win Rate75%42%67%75%67%67% 

Max Drawdowns [4]
LSTA Max Drawdown-71%-62%-55%-32%-52%-44% 
Peers Max Drawdown-65%-55%-68%-67%-57%-45% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: TLSI, CADL, ONCY, CTMX.
[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 6/2/2026 (YTD)

How Low Can It Go

EventLSTAS&P 500
2025 US Tariff Shock
  % Loss-24.0%-18.8%
  % Gain to Breakeven31.6%23.1%
  Time to Breakeven18 days79 days
2024 Yen Carry Trade Unwind
  % Loss-16.4%-7.8%
  % Gain to Breakeven19.6%8.5%
  Time to Breakeven139 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-40.4%-9.5%
  % Gain to Breakeven67.9%10.5%
  Time to Breakeven191 days24 days
2023 SVB Regional Banking Crisis
  % Loss-11.2%-6.7%
  % Gain to Breakeven12.7%7.1%
  Time to Breakeven52 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-54.2%-24.5%
  % Gain to Breakeven118.4%32.4%
  Time to Breakeven129 days427 days
2020 COVID-19 Crash
  % Loss-61.9%-33.7%
  % Gain to Breakeven162.8%50.9%
  Time to Breakeven911 days140 days

Compare to TLSI, CADL, ONCY, CTMX

In The Past

Lisata Therapeutics's stock fell -24.0% during the 2025 US Tariff Shock. Such a loss loss requires a 31.6% gain to breakeven.

Preserve Wealth

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Asset Allocation

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EventLSTAS&P 500
2025 US Tariff Shock
  % Loss-24.0%-18.8%
  % Gain to Breakeven31.6%23.1%
  Time to Breakeven18 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-40.4%-9.5%
  % Gain to Breakeven67.9%10.5%
  Time to Breakeven191 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-54.2%-24.5%
  % Gain to Breakeven118.4%32.4%
  Time to Breakeven129 days427 days
2020 COVID-19 Crash
  % Loss-61.9%-33.7%
  % Gain to Breakeven162.8%50.9%
  Time to Breakeven911 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-39.5%-19.2%
  % Gain to Breakeven65.3%23.8%
  Time to Breakeven1358 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-42.7%-3.7%
  % Gain to Breakeven74.4%3.9%
  Time to Breakeven42 days6 days
2008-2009 Global Financial Crisis
  % Loss-73.1%-53.4%
  % Gain to Breakeven271.4%114.4%
  Time to Breakeven100 days1085 days

Compare to TLSI, CADL, ONCY, CTMX

In The Past

Lisata Therapeutics's stock fell -24.0% during the 2025 US Tariff Shock. Such a loss loss requires a 31.6% 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 Lisata Therapeutics (LSTA)

Caladrius Biosciences, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing cellular therapies to reverse disease and/or promote the regeneration of damaged tissue. Its product candidates include HONEDRA, a recipient of SAKIGAKE designation that is in Phase II clinical trial for the treatment of critical limb ischemia; XOWNA that is in Phase IIb clinical trial for the treatment of coronary microvascular dysfunction; and CLBS201, a CD34+ cell therapy for the treatment of pre-dialysis patients with chronic kidney disease. The company was formerly known as NeoStem, Inc. and changed its name to Caladrius Biosciences, Inc. in June 2015. Caladrius Biosciences, Inc. was incorporated in 1980 and is headquartered in Basking Ridge, New Jersey.

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1. A clinical-stage Bristol Myers Squibb (BMS), but specializing in advanced cellular therapies for tissue regeneration.

2. An earlier-stage Novartis, focused on developing cellular therapies to reverse disease and regenerate damaged tissue.

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  • HONEDRA: A cellular therapy in Phase II clinical trial for the treatment of critical limb ischemia.
  • XOWNA: A cellular therapy in Phase IIb clinical trial for the treatment of coronary microvascular dysfunction.
  • CLBS201: A CD34+ cell therapy for the treatment of pre-dialysis patients with chronic kidney disease.

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Lisata Therapeutics (LSTA), as described, is a clinical-stage biopharmaceutical company. This means the company is primarily focused on the research, development, and clinical trials of its cellular therapies (HONEDRA, XOWNA, CLBS201). At this stage, its product candidates are still undergoing testing and have not yet received regulatory approval for commercial sale. Therefore, Lisata Therapeutics does not currently have major customers for its products in the traditional sense (i.e., companies or individuals purchasing its therapies).

Clinical-stage biopharmaceutical companies typically derive their funding from sources such as venture capital, public offerings, grants, or partnerships with larger pharmaceutical companies for co-development or future commercialization. However, these are generally considered investors or partners rather than "customers" purchasing finished products.

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David J. Mazzo, PhD
President and Chief Executive Officer

Dr. Mazzo joined Lisata Therapeutics as CEO in January 2015 and was appointed President and CEO in March 2017. He has over 40 years of experience in the pharmaceutical industry, having held executive positions in R&D at large multinational companies such as Hoechst Marion Roussel (later acquired by Sanofi) and Schering-Plough (later acquired by Merck & Co., Inc.). Dr. Mazzo also served as CEO for emerging pharmaceutical companies including Chugai USA, Aeterna Zentaris, and Regado Biosciences. He has served on the board of directors of companies such as Avanir Pharmaceuticals, Inc., which was sold to Otsuka Holdings in 2015. He is currently the Chairman of the Board of Visioneering Technologies, Inc. (ASX:VTI) and a Director of Feldan Therapeutics, a private company.

James Nisco
Senior Vice President, Finance and Treasury and Chief Accounting Officer

Mr. Nisco joined Lisata in 2012 and was promoted to Senior Vice President, Finance and Treasury, and Chief Accounting Officer in April 2024, making him the principal financial and accounting officer. He possesses over 30 years of experience in corporate finance, with previous senior finance positions at OSI Pharmaceuticals, Inc. (acquired by Astellas) and Ciba Corporation (acquired by The BASF Group). He began his career at Ciba-Geigy (now Novartis Pharmaceuticals).

Kristen K. Buck, MD
Executive Vice President of R&D and Chief Medical Officer

Dr. Buck continued in her role as Executive Vice President of R&D and Chief Medical Officer at Lisata Therapeutics following the merger of Caladrius Biosciences and Cend Therapeutics in September 2022. She is actively involved in the company's research and development efforts, contributing to discussions on novel therapies.

Tariq Imam
Senior Vice President, Business Development and Operations and General Counsel

Mr. Imam is a member of the management team at Lisata Therapeutics, serving as Senior Vice President of Business Development and Operations and General Counsel. In this capacity, he is responsible for the company's business development strategies and legal affairs.

Gregory S. Berkin
Chief Information Officer and Data Protection Officer

Mr. Berkin holds the positions of Chief Information Officer and Data Protection Officer at Lisata Therapeutics. His responsibilities include overseeing the company's information technology infrastructure and ensuring compliance with data protection regulations.

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Key Risks to Lisata Therapeutics (LSTA)

Lisata Therapeutics (LSTA), a clinical-stage biopharmaceutical company, faces several key risks inherent to its sector and current corporate developments.

  1. Uncertainty and Potential Failure of the Pending Acquisition by Kuva Labs: Lisata Therapeutics has entered into a definitive agreement to be acquired by Kuva Labs, Inc., through a tender offer. The transaction is structured to provide shareholders with cash and a contingent value right, with an expected closing in the second quarter of 2026. The most immediate and significant risk to Lisata as a publicly traded entity is the possibility that this acquisition may not be consummated due to unfulfilled conditions or other unforeseen circumstances. A failure of the tender offer and subsequent merger could leave the company to continue as an independent entity, potentially in a more challenging operational and financial position.
  2. High-Risk Nature of Clinical-Stage Drug Development and Regulatory Hurdles: As a clinical-stage biopharmaceutical company, Lisata's success is fundamentally tied to the successful development, clinical testing, and regulatory approval of its product candidates, particularly certepetide (LSTA1) for advanced solid tumors. There is no assurance that its investigational therapies will demonstrate safety and efficacy in larger-scale clinical trials or receive the necessary regulatory approvals, which could result in substantial financial losses and negatively impact the company's long-term viability. Factors such as unforeseen adverse events, insufficient efficacy, or regulatory delays are constant threats.
  3. Financial Sustainability and Continuous Need for Capital: Lisata Therapeutics is currently an unprofitable company, reporting significant net losses (e.g., $16.6 million in 2025 and $20.0 million in 2024). Its ability to sustain operations and fund its extensive research and development pipeline, including ongoing and planned clinical trials, relies heavily on securing additional capital. While the company has projected its existing capital to fund operations into late 2026 or early 2027, the availability and terms of future funding are uncertain, especially given the challenging market for small-cap biotech companies. A prolonged inability to raise sufficient capital could hinder drug development and operational continuity.

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Lisata Therapeutics (LSTA) - Addressable Market Sizes for Main Products/Services:

  • Certepetide (LSTA1) for Advanced Solid Tumors (including pancreatic cancer, cholangiocarcinoma, and appendiceal cancers): Null
  • XOWNA® (for Coronary Microvascular Dysfunction - CMD): Null
  • LSTA12 (HONEDRA® in Japan) for Critical Limb Ischemia (CLI):
    • Global: The critical limb ischemia treatment market was valued at approximately USD 4.90 billion in 2022 and is projected to reach around USD 10.41 billion by 2034, with a Compound Annual Growth Rate (CAGR) of 7.35% from 2025 to 2034.
    • 7 Major Markets (7MM): The market reached a value of USD 1.4 billion in 2024 and is expected to reach USD 2.5 billion by 2035.
    • U.S.: The U.S. critical limb ischemia treatment market size was estimated at USD 1.54 billion in 2024 and is predicted to be worth approximately USD 3.18 billion by 2034.
  • LSTA201 (CD34+ cell therapy for Chronic Kidney Disease - CKD, also referred to as Diabetic Kidney Disease - DKD):
    • Global: The global chronic kidney disease market size was valued at USD 90.41 billion in 2025. It is projected to grow from USD 96.33 billion in 2026 to USD 160.02 billion by 2034, exhibiting a CAGR of 6.55% during the forecast period.
    • 7 Major Markets (7MM): The market was approximately USD 2.824 billion in 2023 and is expected to grow by 2034.
  • LSTA14 (OLOGO™ in the USA) for No-Option Refractory Disabling Angina (NORDA): Null
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Lisata Therapeutics (LSTA) is focused on the discovery, development, and commercialization of innovative therapies, primarily for advanced solid tumors and other major diseases. Over the next 2-3 years, the company's expected drivers of future revenue growth are primarily centered around its lead product candidate, certepetide, and its underlying CendR Platform® Technology, along with potential strategic collaborations and pipeline expansion:

  1. Advancement and Potential Commercialization of Certepetide (LSTA1) in Oncology Indications: Lisata's lead product candidate, certepetide (also known as LSTA1), is an investigational drug designed to activate a novel uptake pathway that allows co-administered anti-cancer drugs to more effectively target and penetrate solid tumors. Positive clinical trial outcomes, particularly from the ongoing Phase 2b ASCEND trial for metastatic pancreatic ductal adenocarcinoma (mPDAC) with complete data expected by mid-2025, are crucial. Successful clinical development and subsequent regulatory approvals would enable market entry and generate significant revenue through product sales. Certepetide has already received Orphan Drug status in pancreatic cancer and Fast Track designation from the FDA, underscoring its potential.

  2. Strategic Partnerships and Licensing Agreements for the CendR Platform® Technology: Lisata's proprietary CendR Platform® Technology is designed to enhance drug delivery to solid tumors. This platform's broad applicability to various anti-cancer agents presents opportunities for strategic collaborations and licensing agreements with other pharmaceutical companies. These partnerships could provide upfront payments, milestone payments upon achieving specific development or regulatory goals, and royalties on future product sales, contributing to revenue growth.

  3. Expansion and Advancement of the Broader Pipeline: Beyond certepetide, Lisata Therapeutics maintains a broader clinical-stage pipeline that includes other investigational therapies. These include XOWNA® for coronary microvascular dysfunction and LSTA201 for diabetic kidney disease, which were part of its legacy Caladrius pipeline. Successful development and potential commercialization of these additional product candidates could diversify future revenue streams and open new market opportunities.

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Share Issuance

  • Following the merger with Cend Therapeutics in September 2022, prior Caladrius stockholders collectively owned approximately 52% and prior Cend stockholders collectively owned approximately 48% of the combined company.
  • In June 2024, shareholders approved the addition of 600,000 shares to the 2018 Equity Incentive Compensation Plan and increased shares for the 2017 Employee Stock Purchase Plan from 68,333 to 113,333.
  • Under an At The Market Offering Agreement, Lisata Therapeutics issued 68,496 shares of common stock during the six months ended June 30, 2025, and raised $0.60 million through this ATM program in Q3 2025.

Inbound Investments

  • Immediately following the merger in September 2022, Lisata Therapeutics had approximately $76 million in cash and investments.
  • In May 2022, prior to the merger, Caladrius Biosciences made a $10 million investment in Cend Therapeutics as part of a collaboration agreement to support Cend's development pipeline.
  • In March 2026, Lisata Therapeutics entered a definitive agreement to be acquired by Kuva Labs through a tender offer of $5.00 per share in cash, plus a contingent value right (CVR) for an additional $1.00 per share upon achievement of certain regulatory milestones for certepetide.

Outbound Investments

  • In May 2022, Caladrius Biosciences invested $10 million in Cend Therapeutics under a collaboration agreement to advance Cend's development programs before their merger.

Capital Expenditures

  • For the three months ended September 30, 2025, research and development expenses were approximately $2 million, with year-to-date R&D expenses totaling $6.815 million.
  • These expenditures are primarily focused on advancing Lisata's clinical development pipeline, including its CendR Platform™ technology product candidates for oncology and its autologous CD34+ cell therapy technology platform.
  • The company projects that available funds will support current operations and planned activities into the first quarter of 2027.

Latest Trefis Analyses

Title
0ARTICLES

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

LSTATLSICADLONCYCTMXMedian
NameLisata T.TriSalus.Candel T.Oncolyti.CytomX T. 
Mkt Price3.483.338.420.933.163.33
Mkt Cap0.00.20.50.10.60.2
Rev LTM04500360
Op Inc LTM-17-28-56-33-65-33
FCF LTM-14-20-49-23-80-23
FCF 3Y Avg-17-36-36-21-85-36
CFO LTM-14-20-48-23-80-23
CFO 3Y Avg-17-35-36-21-84-35

Growth & Margins

LSTATLSICADLONCYCTMXMedian
NameLisata T.TriSalus.Candel T.Oncolyti.CytomX T. 
Rev Chg LTM-83.0%39.6%---75.9%-75.9%
Rev Chg 3Y Avg-53.9%--8.0%31.0%
Rev Chg Q--2.9%---79.9%-41.4%
QoQ Delta Rev Chg LTM0.0%-0.6%---53.4%-0.6%
Op Inc Chg LTM20.1%11.9%-67.6%-37.6%-279.8%-37.6%
Op Inc Chg 3Y Avg30.3%2.5%-21.0%-19.5%22.3%2.5%
Op Mgn LTM-10,178.2%-62.4%---181.9%-181.9%
Op Mgn 3Y Avg--138.7%---49.5%-94.1%
QoQ Delta Op Mgn LTM532.4%-2.8%---152.6%-2.8%
CFO/Rev LTM-8,017.6%-44.5%---225.3%-225.3%
CFO/Rev 3Y Avg--127.8%---119.0%-123.4%
FCF/Rev LTM-8,017.6%-45.4%---226.0%-226.0%
FCF/Rev 3Y Avg--130.1%---119.6%-124.8%

Valuation

LSTATLSICADLONCYCTMXMedian
NameLisata T.TriSalus.Candel T.Oncolyti.CytomX T. 
Mkt Cap0.00.20.50.10.60.2
P/S184.43.8--15.815.8
P/Op Inc-1.8-6.1-9.3-3.2-8.7-6.1
P/EBIT-1.8-8.0-10.3-3.2-8.7-8.0
P/E-1.9-6.3-9.6-3.1-9.5-6.3
P/CFO-2.3-8.6-11.0-4.6-7.0-7.0
Total Yield-52.2%-15.9%-10.4%-31.9%-10.6%-15.9%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-63.7%-18.4%-31.8%-30.6%-69.5%-31.8%
D/E0.00.20.10.00.00.0
Net D/E-0.4-0.1-0.3-0.0-0.6-0.3

Returns

LSTATLSICADLONCYCTMXMedian
NameLisata T.TriSalus.Candel T.Oncolyti.CytomX T. 
1M Rtn11.2%-24.0%30.1%6.6%-24.4%6.6%
3M Rtn-19.3%-32.5%71.5%-10.8%-34.3%-19.3%
6M Rtn83.2%-48.3%90.5%5.4%-17.1%5.4%
12M Rtn27.0%-36.0%50.6%169.7%25.9%27.0%
3Y Rtn-17.4%-68.1%450.3%-46.1%82.7%-17.4%
1M Excs Rtn5.9%-29.3%24.9%1.4%-29.7%1.4%
3M Excs Rtn-30.9%-44.1%59.9%-22.4%-45.9%-30.9%
6M Excs Rtn57.8%-62.6%65.4%-18.0%-37.3%-18.0%
12M Excs Rtn4.6%-62.0%25.8%144.1%-9.5%4.6%
3Y Excs Rtn-94.1%-151.3%393.4%-140.4%1.5%-94.1%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Research and development of its investigational drug product1    
Total1    


Operating Income by Segment
$ Mil20252024202320222021
Research and development of its investigational drug product-22    
Total-22    


Net Income by Segment
$ Mil20252024202320222021
Research and development of its investigational drug product-20    
Total-20    


Assets by Segment
$ Mil20252024202320222021
Single Segment 55739736
Total 55739736


Price Behavior

Price Behavior
Market Price$3.48 
Market Cap ($ Bil)0.0 
First Trading Date02/23/2007 
Distance from 52W High-31.0% 
   50 Days200 Days
DMA Price$3.80$3.12
DMA Trendupdown
Distance from DMA-8.5%11.4%
 3M1YR
Volatility80.1%111.2%
Downside Capture-35.4534.45
Upside Capture-97.9852.24
Correlation (SPY)-6.6%12.1%
LSTA Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta-1.72-1.70-0.391.101.110.69
Up Beta-1.210.110.081.772.230.82
Down Beta-1.49-5.50-0.400.030.970.93
Up Capture-72%-188%-77%141%51%10%
Bmk +ve Days13283667141432
Stock +ve Days8142046101328
Down Capture-391%-218%-27%37%58%75%
Bmk -ve Days7132757109318
Stock -ve Days8192858123368

[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 LSTA
LSTA47.0%110.9%0.74-
Sector ETF (XLV)12.4%14.6%0.5811.9%
Equity (SPY)30.5%11.8%1.9511.4%
Gold (GLD)35.9%26.7%1.122.7%
Commodities (DBC)44.5%18.9%1.815.4%
Real Estate (VNQ)10.1%13.2%0.47-2.4%
Bitcoin (BTCUSD)-32.2%41.6%-0.827.1%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LSTA
LSTA-27.8%73.3%-0.16-
Sector ETF (XLV)5.0%14.7%0.1613.4%
Equity (SPY)14.2%17.0%0.6616.6%
Gold (GLD)18.3%18.0%0.834.4%
Commodities (DBC)10.4%19.4%0.424.5%
Real Estate (VNQ)2.9%18.8%0.0612.0%
Bitcoin (BTCUSD)13.0%54.6%0.4311.2%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LSTA
LSTA-25.8%80.5%-0.04-
Sector ETF (XLV)9.6%16.5%0.4711.7%
Equity (SPY)15.9%17.9%0.7613.7%
Gold (GLD)13.2%16.0%0.685.7%
Commodities (DBC)7.5%17.9%0.345.6%
Real Estate (VNQ)5.5%20.7%0.2310.9%
Bitcoin (BTCUSD)66.0%66.9%1.056.1%

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Short Interest

Short Interest: As Of Date5152026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 430202633.1%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest3.0 days
Basic Shares Quantity9.0 Mil
Short % of Basic Shares1.0%

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/6/2025-12.3%-11.9%-14.9%
8/7/2025-7.1%-8.6%-22.1%
5/8/2025-11.6%1.1%10.9%
2/27/2025-0.8%-2.7%-2.1%
11/12/2024-4.1%-5.5%-6.2%
8/12/20240.4%1.0%9.2%
5/9/20241.3%-3.4%18.4%
2/29/20245.8%4.4%5.8%
...
SUMMARY STATS   
# Positive1088
# Negative111313
Median Positive0.9%2.9%7.5%
Median Negative-5.6%-6.8%-6.2%
Max Positive8.3%12.7%30.8%
Max Negative-12.3%-20.8%-26.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/11/202610-Q
12/31/202503/12/202610-K
09/30/202511/06/202510-Q
06/30/202508/07/202510-Q
03/31/202505/08/202510-Q
12/31/202402/27/202510-K
09/30/202411/12/202410-Q
06/30/202408/12/202410-Q
03/31/202405/09/202410-Q
12/31/202302/29/202410-K
09/30/202311/02/202310-Q
06/30/202308/14/202310-Q
03/31/202305/09/202310-Q
12/31/202203/30/202310-K
09/30/202211/10/202210-Q
06/30/202208/04/202210-Q
Core Cache Last Updated: 6/2/2026