OnKure Therapeutics (OKUR)
Market Price (11/6/2026): $2.52 | Market Cap: $103.8 MilSector: Health Care | Industry: Biotechnology
OnKure Therapeutics (OKUR)
Market Price (11/6/2026): $2.52Market Cap: $103.8 MilSector: Health CareIndustry: Biotechnology
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -129% Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more. | Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -170% | Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -66 Mil Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -54% Key risksOKUR key risks include [1] a high cash burn rate relative to its market capitalization creating significant financial pressure and [2] heavy reliance on a limited number of product candidates, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -129% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -170% |
| Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -66 Mil |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -54% |
| Key risksOKUR key risks include [1] a high cash burn rate relative to its market capitalization creating significant financial pressure and [2] heavy reliance on a limited number of product candidates, Show more. |
Qualitative Assessment
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OnKure Therapeutics (OKUR) stock has lost about 35% since 7/31/2026 because of the following key factors:
1. Significant Analyst Price Target Reduction. In mid-August 2026, Oppenheimer lowered its price target for OnKure Therapeutics (OKUR) to $14.00 from a previous target of $30.00, representing a substantial reduction of over 50%. This downgrade by a key analyst likely sent a negative signal to investors regarding the company's valuation and future prospects.
2. Deprioritization of Key Pipeline Candidate. OnKure Therapeutics announced in its Q1 2026 financial results that it would not independently pursue further clinical development of OKI-219, a highly selective PI3KαH1047 mutant-specific inhibitor, at that time. While the company stated it planned to report data from its PIKture-01 trial by the end of 2026, the decision to deprioritize independent development of a clinical-stage asset could have raised concerns among investors about the company's pipeline strategy and future potential.
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OnKure Therapeutics (OKUR) stock has lost about 35% since 7/31/2026 because of the following key factors:
1. Significant Analyst Price Target Reduction. In mid-August 2026, Oppenheimer lowered its price target for OnKure Therapeutics (OKUR) to $14.00 from a previous target of $30.00, representing a substantial reduction of over 50%. This downgrade by a key analyst likely sent a negative signal to investors regarding the company's valuation and future prospects.
2. Deprioritization of Key Pipeline Candidate. OnKure Therapeutics announced in its Q1 2026 financial results that it would not independently pursue further clinical development of OKI-219, a highly selective PI3KαH1047 mutant-specific inhibitor, at that time. While the company stated it planned to report data from its PIKture-01 trial by the end of 2026, the decision to deprioritize independent development of a clinical-stage asset could have raised concerns among investors about the company's pipeline strategy and future potential.
3. Increasing Operating Expenses Despite No Revenue. As a clinical-stage biopharmaceutical company, OnKure Therapeutics continues to incur substantial research and development (R&D) and general and administrative (G&A) expenses without generating product revenue. In fiscal Q3 2026 (ended September 30, 2026), the company's net loss widened to $17.8 million compared to $14.7 million in fiscal Q3 2025. R&D expenses increased to $15.1 million in fiscal Q3 2026 from $11.9 million in the prior year, driven primarily by outsourced preclinical R&D, manufacturing, and consulting costs, indicating a higher cash burn rate.
4. Distant Clinical Milestones for Lead Programs. OnKure's lead next-generation PI3Kα pan-mutant-selective inhibitor candidates, OKI-355 for vascular anomalies and OKI-345 for breast cancer, are still in preclinical stages with Investigational New Drug (IND) submissions planned for the first half of 2027. This indicates a prolonged period before these programs could generate significant clinical data, leading to investor impatience or a re-evaluation of the company's timeline to potential commercialization, especially in a market where near-term catalysts are often favored for clinical-stage companies.
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Stock Movement Drivers
Fundamental Drivers
The -33.9% change in OKUR stock from 7/31/2026 to 11/5/2026 was primarily driven by a -72.6% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 7312026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.82 | 2.52 | -33.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 14 | 50 | -72.6% |
| Cumulative Contribution | 0.0% |
Market Drivers
7/31/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| OKUR | -33.9% | |
| Market (SPY) | -1.9% | 22.4% |
| Sector (XLV) | 13.8% | 21.4% |
Fundamental Drivers
The -52.1% change in OKUR stock from 4/30/2026 to 11/5/2026 was primarily driven by a -72.8% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 4302026 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.27 | 2.52 | -52.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 14 | 50 | -72.8% |
| Cumulative Contribution | 0.0% |
Market Drivers
4/30/2026 to 11/5/2026| Return | Correlation | |
|---|---|---|
| OKUR | -52.1% | |
| Market (SPY) | 2.3% | 15.4% |
| Sector (XLV) | 27.2% | 13.8% |
Fundamental Drivers
The -25.5% change in OKUR stock from 10/31/2025 to 11/5/2026 was primarily driven by a -72.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 11052026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.39 | 2.52 | -25.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 14 | 50 | -72.9% |
| Cumulative Contribution | 0.0% |
Market Drivers
10/31/2025 to 11/5/2026| Return | Correlation | |
|---|---|---|
| OKUR | -25.5% | |
| Market (SPY) | 8.4% | 22.4% |
| Sector (XLV) | 29.8% | 12.2% |
Fundamental Drivers
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Market Drivers
10/31/2023 to 11/5/2026| Return | Correlation | |
|---|---|---|
| OKUR | ||
| Market (SPY) | 81.3% | 23.0% |
| Sector (XLV) | 55.5% | 23.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OKUR Return | - | - | - | -54% | -66% | -13% | -86% |
| Peers Return | -19% | -24% | 132% | -9% | 139% | 45% | 349% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| OKUR Win Rate | - | - | - | 0% | 25% | 36% | |
| Peers Win Rate | 44% | 50% | 62% | 48% | 63% | 48% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| OKUR Max Drawdown | - | - | - | - | -80% | -60% | |
| Peers Max Drawdown | -54% | -50% | -43% | -46% | -44% | -39% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LLY, RLAY, RVMD, OLMA.
[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 11/5/2026 (YTD)
About OnKure Therapeutics (OKUR)
OnKure Therapeutics (OKUR) is a clinical-stage biopharmaceutical company dedicated to discovering and developing precision medicines for various cancers. Its primary objective is to address oncology areas where current therapies are insufficient, focusing on improving clinical outcomes for patients by targeting the fundamental biological drivers of these diseases.
The company employs a sophisticated drug design platform that integrates structure-based and computational chemistry techniques. This methodology enables OnKure to build a robust pipeline of small-molecule drugs, each designed to selectively inhibit specific genetic mutations identified as key drivers of cancer. Essentially, OnKure aims to provide highly targeted therapeutic solutions for cancer patients with these specific mutational profiles.
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- OK-2268: A selective Class I HDAC inhibitor in clinical development for various cancers.
- OK-1144: A selective PI3Kα H1047R inhibitor in clinical development for solid tumors with specific mutations.
- Discovery Programs: Early-stage research and development efforts for novel small-molecule drug candidates targeting cancer.
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As a clinical-stage biopharmaceutical company, OnKure Therapeutics (OKUR) is primarily focused on the discovery and development of precision medicines for cancer. The company does not currently have any commercialized products approved for sale on the market.
Therefore, OnKure Therapeutics does not have "major customers" in the traditional sense of companies or individuals purchasing its products or services at this stage of its business operations.
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Nicholas A. Saccomano, Ph.D., President & Chief Executive Officer
Dr. Saccomano is a biopharmaceutical professional with nearly 35 years of experience leading pharmaceutical research and development across multiple therapeutic areas. Prior to joining OnKure, he served as the Chief Science Officer and Site Head at Pfizer's Boulder facility, where he led a team of 170 research scientists focused on small molecule drug programs. He oversaw the discovery and progression of several central nervous system drugs, including ziprasidone (Geodon®), donepezil (Aricept®), and varenicline (Chantix®). Dr. Saccomano also held the position of Chief Science Officer at Array BioPharma Inc., where he was instrumental in creating and advancing ten clinical-stage compounds, leading to seven drug approvals. Furthermore, he served as Chief Technology Officer at SomaLogic Inc., managing scientific and technical teams focused on advancing the company's proteomic platform.
Jason Leverone, CPA, Chief Financial Officer
Mr. Leverone brings over 25 years of strategic finance and operational experience, with more than 19 years in the life sciences sector. Before his role at OnKure, he served as Chief Financial Officer and Secretary of miRagen Therapeutics, Inc., a publicly traded biotechnology company that was acquired in 2021 (merged with Viridian Therapeutics, Inc. in 2020). At miRagen, he played key roles in public offerings, strategic license transactions, and mergers and acquisitions. Prior to miRagen, Mr. Leverone was the Senior Director of Finance and Controller for Replidyne, Inc., another publicly traded biotechnology company acquired in 2009. He also served as Corporate Controller for CreekPath Systems, Inc., a private international software development company. He is a Certified Public Accountant (CPA) and began his professional career in public accounting at Ernst and Young LLP and Arthur Andersen LLP.
Samuel Agresta, M.D., M.P.H., Chief Medical Officer
Dr. Agresta serves as the Chief Medical Officer for OnKure Therapeutics.
Dylan Hartley, Ph.D., Chief Scientific Officer
Dr. Hartley holds the position of Chief Scientific Officer at OnKure Therapeutics.
Rogan Nunn, J.D., General Counsel & Secretary
Mr. Nunn is the General Counsel and Secretary for OnKure Therapeutics.
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Key Risks to OnKure Therapeutics (OKUR)
- Financial Viability and Funding Needs: OnKure Therapeutics faces substantial financial risks, including a limited cash runway and ongoing significant net losses since its inception, with no foreseeable profitability from product sales. The company's management has expressed substantial doubt about its ability to continue as a going concern. Its continued operations and advancement of clinical trials are highly dependent on securing additional funding on favorable terms and in a timely manner.
- Clinical Development and Regulatory Approval: As a clinical-stage biopharmaceutical company, OnKure's success hinges on the positive outcomes of its clinical trials, particularly for its lead asset, OKI-219. There is no guarantee that ongoing or future clinical trials will yield positive results, nor that the company will overcome substantial regulatory hurdles to obtain timely approvals for its product candidates. Negative clinical results, delays in advancing pipeline candidates, or failure to meet regulatory requirements could significantly impede commercialization efforts.
- Competition and Intellectual Property: The biopharmaceutical market is intensely competitive, and OnKure Therapeutics operates in a field with many established and emerging companies developing similar cancer therapies. The company's ability to compete effectively and protect its intellectual property and proprietary technologies is crucial for its long-term success. The presence of competing product candidates and therapies could limit the market potential of OnKure's pipeline.
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OnKure Therapeutics (NASDAQ: OKUR) is a clinical-stage biopharmaceutical company focused on developing precision medicines for cancers. Its lead product candidate is OKI-219, a selective inhibitor of phosphoinositide 3 kinase alpha (PI3Kα) harboring the H1047R mutation, currently in Phase 1 clinical trials for solid tumors, including breast cancer.
The addressable market for OnKure's main product, OKI-219, primarily focuses on patients with PIK3CA H1047R-mutated breast cancer and potentially other solid tumors and vascular malformations.
For breast cancer, the estimated addressable market is:
- United States (US): Approximately 140,000 patients with HR+/HER2- breast cancer have a PI3Kα mutation per year. The H1047R mutation is one of the most prevalent PIK3CA hotspot mutations, accounting for about 35%-41% of PIK3CA mutations in ER+/HER2- breast cancer and 43%-61% in HER2+ breast cancer. Based on these percentages, the number of patients with the H1047R mutation within the PI3Kα-mutated HR+/HER2- breast cancer population in the US is estimated to be tens of thousands annually.
- Global: The World Health Organization reported 2.3 million women diagnosed with breast cancer globally in 2020. PIK3CA mutations are identified in approximately 36% of all breast cancers. With the H1047R mutation being one of the most common PIK3CA mutations, often representing around 45% of all PIK3CA mutations across various studies, the global annual incidence of H1047R-mutated breast cancer is estimated to be in the hundreds of thousands of patients.
The broader market for PI3K & AKT & mTOR Pathway Inhibitors for Breast Cancer is estimated to be approximately $1,500 million globally in 2025, with a projected Compound Annual Growth Rate (CAGR) of around 18% over the forecast period of 2025-2033. OnKure Therapeutics highlights a "sizable commercial opportunity" specifically in PI3Kα-mutated HR+/HER2- and HER2+ breast cancer.
Additionally, OnKure is advancing programs in vascular malformations. A competitor's PI3Kα inhibitor is noted to have the potential to address an estimated 170,000 patients with vascular anomalies driven by a PI3Kα mutation per year in the United States.
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Here are 3-5 expected drivers of future revenue growth for OnKure Therapeutics (OKUR) over the next 2-3 years:
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Advancement of Lead Clinical Candidate (OKI-219): Successful progression and positive clinical data readouts from the PIKture-01 trial for OKI-219 are a primary driver. OnKure Therapeutics' lead product candidate, OKI-219, a selective inhibitor of phosphoinositide 3 kinase alpha (PI3Kα) harboring the H1047R mutation, is currently in Phase 1 clinical trials for solid tumors, including breast cancer. Completion of enrollment in Parts A and B, and ongoing dosing in the triplet Part E of the PIKture-01 trial, with expected updated safety, tolerability, and clinical activity data in March 2026, are critical milestones. Positive results could validate the drug's potential, attract further investment, and significantly enhance its value for future partnerships or commercialization efforts.
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Development and Progression of Next-Generation PI3Kα Pan-Mutant Inhibitor: The planned announcement and subsequent development of a next-generation PI3Kα pan-mutant inhibitor candidate, especially for HR+ metastatic breast cancer, represents a significant expansion of OnKure's pipeline and a potential future market opportunity. The company anticipates providing additional details on this PI3Kα pan-mutant program in 2026. This new candidate, if successfully advanced, could lead to new collaborations and future revenue streams by addressing a large and underserved patient population.
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Strategic Collaborations and Licensing Agreements: As a clinical-stage biopharmaceutical company with a pre-commercial status, OnKure Therapeutics' business model relies significantly on collaborations with larger pharmaceutical companies, licensing agreements, and milestone payments. The company actively seeks strategic partnerships to accelerate the development and potential commercialization of its innovative small-molecule therapies. Such agreements typically include upfront payments and milestone payments upon achieving specific development or regulatory goals, which would directly contribute to revenue growth over the next 2-3 years.
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Share Issuance
- OnKure Therapeutics, Inc. filed a Follow-on Equity Offering in the amount of approximately $16.0 million on November 7 (likely 2024 or 2025).
- In connection with the merger that created OnKure Therapeutics (closing October 4, 2024), pre-merger OnKure, Inc. stockholders were expected to own approximately 69.4% of the combined company, and pre-merger Reneo Pharmaceuticals stockholders were expected to own approximately 30.6% on a fully-diluted basis.
Inbound Investments
- Reneo Pharmaceuticals, Inc. (the predecessor company to OnKure Therapeutics) entered into a subscription agreement for a $65 million Private Investment in Public Equity (PIPE) financing, which was expected to close concurrently with the merger in October 2024. This investment was made by a group of institutional investors including Acorn Bioventures, Cormorant Asset Management, Deep Track Capital, Perceptive Advisors, Samsara BioCapital, Surveyor Capital (a Citadel company), and Vestal Point Capital.
- The merger itself, which combined Reneo Pharmaceuticals, Inc. and OnKure, Inc. (a private company), formed the current public entity OnKure Therapeutics, Inc. The combined company was expected to have approximately $120 million of cash resources at closing.
Peer Outperformance in Biotechnology
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care Distributors | 6 | 7.6% | 56.6% | 93.6% | CAH 498% · MCK 396% · COR 181% |
| Health Care Services | 20 | 33.8% | 28.8% | 6.1% | HIMS 189% · RDNT 125% · DGX 100% |
| Health Care Facilities | 25 | 13.9% | 27.4% | -1.4% | THC 280% · NHC 210% · EHC 186% |
| Managed Health Care | 8 | 47.9% | 1.6% | -2.2% | OSCR 95% · HQY 52% · ELV 10% |
| Health Care Equipment | 50 | 11.0% | 17.8% | -17.6% | UFPT 355% · GKOS 286% · PLSE 127% |
| Pharmaceuticals | 61 | -12.9% | 10.6% | -37.3% | LQDA 977% · XERS 571% · KNSA 500% |
| Health Care Supplies | 11 | 23.9% | 17.0% | -40.1% | LNTH 248% · HAE 66% · MMSI 29% |
| Life Sciences Tools & Services | 108 | -8.1% | -18.9% | -74.5% | AXGN 255% · NTRA 214% · MEDP 181% |
| Biotechnology ← | 364 | -25.8% | -36.1% | -82.0% | ELVN 1073% · TRVI 995% · DNTH 956% |
| Health Care Technology | 21 | -21.4% | -50.4% | -82.8% | VEEV -3% · DOCS -51% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| OnKure Therapeutics Earnings Notes | 12/16/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 17.11 |
| Mkt Cap | 3.7 |
| Rev LTM | 10 |
| Op Inc LTM | -221 |
| FCF LTM | -165 |
| FCF 3Y Avg | -128 |
| CFO LTM | -165 |
| CFO 3Y Avg | -128 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 34.7% |
| Rev Chg 3Y Avg | 10.7% |
| Rev Chg Q | 38.6% |
| QoQ Delta Rev Chg LTM | 4.3% |
| Op Inc Chg LTM | 2.1% |
| Op Inc Chg 3Y Avg | -12.9% |
| Op Mgn LTM | -853.0% |
| Op Mgn 3Y Avg | -1,804.2% |
| QoQ Delta Op Mgn LTM | -46.8% |
| CFO/Rev LTM | -724.5% |
| CFO/Rev 3Y Avg | -1,294.4% |
| FCF/Rev LTM | -729.3% |
| FCF/Rev 3Y Avg | -1,308.6% |
Price Behavior
| Market Price | $2.52 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 10/07/2024 | |
| Distance from 52W High | -52.1% | |
| 50 Days | 200 Days | |
| DMA Price | $2.80 | $3.60 |
| DMA Trend | down | down |
| Distance from DMA | -9.8% | -29.9% |
| 3M | 1YR | |
| Volatility | 55.9% | 69.5% |
| Downside Capture | 240.72 | 128.33 |
| Upside Capture | -36.27 | 87.88 |
| Correlation (S&P 500) | 16.2% | 22.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.08 | 0.96 | 1.07 | 0.71 | 1.21 | -0.24 |
| Up Beta | 6.93 | 3.11 | 3.42 | 1.14 | 2.20 | 0.04 |
| Down Beta | -2.90 | -1.27 | -0.73 | 0.34 | 0.80 | 0.07 |
| Up Capture | 39% | 20% | 0% | -6% | 70% | 3% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 9 | 15 | 24 | 49 | 108 | 206 |
| Down Capture | 92% | 243% | 205% | 144% | 115% | 103% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 12 | 27 | 39 | 72 | 134 | 292 |
[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 OKUR | |
|---|---|---|---|---|
| OKUR | -18.6% | 69.5% | -0.02 | - |
| Sector ETF (XLV) | 29.2% | 16.9% | 1.33 | 12.4% |
| Equity (SPY) | 9.5% | 13.6% | 0.41 | 22.0% |
| Gold (GLD) | 3.6% | 28.7% | 0.11 | 0.1% |
| Commodities (DBC) | 37.7% | 21.2% | 1.40 | -5.8% |
| Real Estate (VNQ) | 12.0% | 14.2% | 0.55 | 7.5% |
| Bitcoin (BTCUSD) | -20.8% | 43.3% | -0.42 | 13.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OKUR | |
|---|---|---|---|---|
| OKUR | -32.9% | 69.9% | -1.09 | - |
| Sector ETF (XLV) | 8.6% | 15.4% | 0.36 | 23.0% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 23.0% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 2.0% |
| Commodities (DBC) | 8.0% | 19.6% | 0.29 | -2.4% |
| Real Estate (VNQ) | 1.2% | 18.9% | -0.05 | 17.4% |
| Bitcoin (BTCUSD) | 5.9% | 51.5% | 0.29 | 9.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OKUR | |
|---|---|---|---|---|
| OKUR | -18.1% | 69.9% | -1.09 | - |
| Sector ETF (XLV) | 12.2% | 16.8% | 0.60 | 23.0% |
| Equity (SPY) | 14.9% | 18.0% | 0.70 | 23.0% |
| Gold (GLD) | 12.0% | 16.5% | 0.59 | 2.0% |
| Commodities (DBC) | 7.6% | 18.1% | 0.33 | -2.4% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.23 | 17.4% |
| Bitcoin (BTCUSD) | 61.3% | 66.2% | 1.01 | 9.0% |
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Earnings Returns History
Updated 11/4/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | 1.5% | -0.2% | -13.7% |
| 5/5/2026 | -10.0% | -25.0% | -4.9% |
| 3/12/2026 | 7.4% | 24.4% | 26.4% |
| 11/6/2025 | -7.0% | -0.6% | 5.4% |
| 8/12/2025 | 20.0% | 37.0% | 22.0% |
| 5/6/2025 | -11.2% | -22.3% | 15.1% |
| 3/10/2025 | -0.2% | -2.8% | -38.1% |
| SUMMARY STATS | |||
| # Positive | 3 | 2 | 4 |
| # Negative | 4 | 5 | 3 |
| Median Positive | 7.4% | 30.7% | 18.6% |
| Median Negative | -8.5% | -2.8% | -13.7% |
| Max Positive | 20.0% | 37.0% | 26.4% |
| Max Negative | -11.2% | -25.0% | -38.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | 1.5% | -0.2% | -13.7% |
| 5/5/2026 | -10.0% | -25.0% | -4.9% |
| 3/12/2026 | 7.4% | 24.4% | 26.4% |
| 11/6/2025 | -7.0% | -0.6% | 5.4% |
| 8/12/2025 | 20.0% | 37.0% | 22.0% |
| 5/6/2025 | -11.2% | -22.3% | 15.1% |
| 3/10/2025 | -0.2% | -2.8% | -38.1% |
| SUMMARY STATS | |||
| # Positive | 3 | 2 | 4 |
| # Negative | 4 | 5 | 3 |
| Median Positive | 7.4% | 30.7% | 18.6% |
| Median Negative | -8.5% | -2.8% | -13.7% |
| Max Positive | 20.0% | 37.0% | 26.4% |
| Max Negative | -11.2% | -25.0% | -38.1% |
Insider Activity
Updated 9/23/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 9232026 | 2.97 | 302 | 898 | 55,023 | Form |
| 2 | Saccomano, Nicholas A | President and CEO | Direct | Sell | 9232026 | 2.97 | 87 | 259 | 33,192 | Form |
| 3 | Saccomano, Nicholas A | President and CEO | Direct | Sell | 6242026 | 4.40 | 86 | 378 | 49,445 | Form |
| 4 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 6242026 | 4.40 | 303 | 1,332 | 82,659 | Form |
| 5 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 3242026 | 4.16 | 301 | 1,251 | 66,504 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 9232026 | 2.97 | 302 | 898 | 55,023 | Form |
| 2 | Saccomano, Nicholas A | President and CEO | Direct | Sell | 9232026 | 2.97 | 87 | 259 | 33,192 | Form |
| 3 | Saccomano, Nicholas A | President and CEO | Direct | Sell | 6242026 | 4.40 | 86 | 378 | 49,445 | Form |
| 4 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 6242026 | 4.40 | 303 | 1,332 | 82,659 | Form |
| 5 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 3242026 | 4.16 | 301 | 1,251 | 66,504 | Form |
| 6 | Saccomano, Nicholas A | President and CEO | Direct | Sell | 3242026 | 4.16 | 86 | 357 | 30,480 | Form |
| 7 | Saccomano, Nicholas A | President and CEO | Direct | Sell | 12232025 | 2.97 | 87 | 258 | 22,017 | Form |
| 8 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 12232025 | 2.97 | 302 | 896 | 48,376 | Form |
| 9 | Saccomano, Nicholas A | President and CEO | Direct | Sell | 9242025 | 2.62 | 88 | 231 | 9,198 | Form |
| 10 | Leverone, Jason A | Chief Financial Officer | Direct | Sell | 9242025 | 2.62 | 303 | 795 | 33,064 | Form |
Investor Activity (13F)
Updated Nov 6, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
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Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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