Tearsheet

Sana Biotechnology (SANA)


Market Price (5/21/2026): $3.105 | Market Cap: $859.6 Mil
Sector: Health Care | Industry: Biotechnology

Sana Biotechnology (SANA)


Market Price (5/21/2026): $3.105
Market Cap: $859.6 Mil
Sector: Health Care
Industry: Biotechnology

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

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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 -106%, 3Y Excs Rtn is -138%

Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.16, 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%

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 -204 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 -32%

Key risks
SANA key risks include [1] a high probability of financial distress due to its pre-revenue status and high cash burn, Show more.

0 Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Targeted Therapies, Show more.
1 Weak multi-year price returns
2Y Excs Rtn is -106%, 3Y Excs Rtn is -138%
2 Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 13.16, 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%
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 -204 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 -32%
6 Key risks
SANA key risks include [1] a high probability of financial distress due to its pre-revenue status and high cash burn, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Sana Biotechnology (SANA) stock has lost about 30% since 1/31/2026 because of the following key factors:

1. Sana Biotechnology disclosed "substantial doubt" about its ability to continue as a going concern. The company reported cash, cash equivalents, and marketable securities of $101.1 million as of March 31, 2026, and explicitly stated that these resources may not be sufficient to fund operations for the next 12 months, raising significant concerns among investors about its financial viability.

2. The company reported a significant net loss in Q1 2026. Sana Biotechnology posted a net loss of $47.2 million, or $0.17 per share, for the first quarter of 2026. While slightly improved from $49.4 million a year earlier, this substantial loss contributes to the ongoing cash burn and underscores the company's financial challenges.

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Stock Movement Drivers

Fundamental Drivers

The -29.8% change in SANA stock from 1/31/2026 to 5/20/2026 was primarily driven by a -5.9% change in the company's Shares Outstanding (Mil).
(LTM values as of)13120265202026Change
Stock Price ($)4.433.11-29.8%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)260277-5.9%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/20/2026
ReturnCorrelation
SANA-29.8% 
Market (SPY)7.4%50.2%
Sector (XLV)-4.5%35.8%

Fundamental Drivers

The -37.2% change in SANA stock from 10/31/2025 to 5/20/2026 was primarily driven by a -13.9% change in the company's Shares Outstanding (Mil).
(LTM values as of)103120255202026Change
Stock Price ($)4.953.11-37.2%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)238277-13.9%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/20/2026
ReturnCorrelation
SANA-37.2% 
Market (SPY)9.3%44.4%
Sector (XLV)2.9%29.9%

Fundamental Drivers

The 63.7% change in SANA stock from 4/30/2025 to 5/20/2026 was primarily driven by a 0.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)43020255202026Change
Stock Price ($)1.903.1163.7%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)236277-14.6%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/20/2026
ReturnCorrelation
SANA63.7% 
Market (SPY)35.2%31.5%
Sector (XLV)6.6%29.1%

Fundamental Drivers

The -41.2% change in SANA stock from 4/30/2023 to 5/20/2026 was primarily driven by a -31.2% change in the company's Shares Outstanding (Mil).
(LTM values as of)43020235202026Change
Stock Price ($)5.293.11-41.2%
Change Contribution By: 
Total Revenues ($ Mil)000.0%
P/S Multiple0.0%
Shares Outstanding (Mil)190277-31.2%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/20/2026
ReturnCorrelation
SANA-41.2% 
Market (SPY)85.2%22.0%
Sector (XLV)15.8%19.3%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
SANA Return-56%-74%3%-60%150%-25%-91%
Peers Return-1%-41%13%-39%19%7%-48%
S&P 500 Return27%-19%24%23%16%7%96%

Monthly Win Rates [3]
SANA Win Rate18%33%42%25%58%40% 
Peers Win Rate37%42%50%37%62%52% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
SANA Max Drawdown--80%-63%-86%-69%-46% 
Peers Max Drawdown-51%-56%-43%-57%-54%-29% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: VRTX, CRSP, BEAM, NTLA, EDIT.
[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 5/20/2026 (YTD)

How Low Can It Go

EventSANAS&P 500
2025 US Tariff Shock
  % Loss-56.6%-18.8%
  % Gain to Breakeven130.6%23.1%
  Time to Breakeven90 days79 days
2024 Yen Carry Trade Unwind
  % Loss-10.0%-7.8%
  % Gain to Breakeven11.2%8.5%
  Time to Breakeven13 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-52.7%-9.5%
  % Gain to Breakeven111.4%10.5%
  Time to Breakeven75 days24 days
2023 SVB Regional Banking Crisis
  % Loss-27.3%-6.7%
  % Gain to Breakeven37.6%7.1%
  Time to Breakeven14 days31 days

Compare to VRTX, CRSP, BEAM, NTLA, EDIT

In The Past

Sana Biotechnology's stock fell -56.6% during the 2025 US Tariff Shock. Such a loss loss requires a 130.6% 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.

EventSANAS&P 500
2025 US Tariff Shock
  % Loss-56.6%-18.8%
  % Gain to Breakeven130.6%23.1%
  Time to Breakeven90 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-52.7%-9.5%
  % Gain to Breakeven111.4%10.5%
  Time to Breakeven75 days24 days
2023 SVB Regional Banking Crisis
  % Loss-27.3%-6.7%
  % Gain to Breakeven37.6%7.1%
  Time to Breakeven14 days31 days

Compare to VRTX, CRSP, BEAM, NTLA, EDIT

In The Past

Sana Biotechnology's stock fell -56.6% during the 2025 US Tariff Shock. Such a loss loss requires a 130.6% 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 Sana Biotechnology (SANA)

Sana Biotechnology, Inc., a biotechnology company, focuses on utilizing engineered cells as medicines. The company develops ex vivo and in vivo cell engineering platforms for various therapeutic areas with unmet treatment needs, including oncology, diabetes, central nervous system disorders, cardiovascular diseases, genetic disorders, and others. Its product candidates include SG295 and SG242 that target CD19+ cancer cells, including non-Hodgkin Lymphoma, chronic lymphocytic leukemia, and acute lymphoblastic leukemia; SG221 and SG239 for the treatment of multiple myeloma; and SG328 for ornithine transcarbamylase deficiency. It also develops SG418 for sickle cell disease and beta-thalassemia; SC291, a CD19 allogeneic T cell therapy; SC255 for multiple myeloma; SC451 for type I diabetes mellitus; and SC379 for secondary progressive multiple sclerosis, Pelizaeus-Merzbacher disease, and Huntington's disease. Sana Biotechnology, Inc. was formerly known as FD Therapeutics, Inc. and changed its name to Sana Biotechnology, Inc. in September 2018. The company was incorporated in 2018 and is headquartered in Seattle, Washington.

AI Analysis | Feedback

1. Imagine a biotech like Gilead Sciences, but entirely dedicated to creating a wide range of medicines by engineering human cells.

2. Like a Vertex Pharmaceuticals, but building transformative therapies using cell engineering for diverse diseases beyond their current focus.

AI Analysis | Feedback

  • SG295 and SG242: Product candidates targeting CD19+ cancer cells, including non-Hodgkin Lymphoma, chronic lymphocytic leukemia, and acute lymphoblastic leukemia.
  • SG221 and SG239: Product candidates for the treatment of multiple myeloma.
  • SG328: A product candidate for ornithine transcarbamylase deficiency.
  • SG418: A product candidate for sickle cell disease and beta-thalassemia.
  • SC291: A CD19 allogeneic T cell therapy.
  • SC255: A product candidate for multiple myeloma.
  • SC451: A product candidate for type I diabetes mellitus.
  • SC379: A product candidate for secondary progressive multiple sclerosis, Pelizaeus-Merzbacher disease, and Huntington's disease.

AI Analysis | Feedback

Based on the provided company description, Sana Biotechnology, Inc. (SANA) is a biotechnology company primarily focused on the research and development of engineered cell therapies. The company is currently developing various "product candidates" for a range of therapeutic areas, including oncology, diabetes, and genetic disorders. The description indicates that these products are in the development pipeline and have not yet been commercialized or approved for sale.

Therefore, Sana Biotechnology does not currently have major commercial customers that purchase its products, as its therapies are still in the developmental phase. The company's ultimate goal is to develop medicines for patients suffering from various diseases, but it is not yet selling these products to other companies or directly to individuals.

AI Analysis | Feedback

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Steve Harr, MD, President and Chief Executive Officer

Steve Harr is a co-founder of Sana Biotechnology. Prior to co-founding Sana, he served as Chief Financial Officer and Head of Corporate Development for Juno Therapeutics until its acquisition by Celgene in early 2018. He was also a member of the Board of Directors of Loxo Oncology prior to its acquisition by Eli Lilly in early 2019. Additionally, Dr. Harr co-founded and was a member of the Board of Directors of JW Therapeutics, a cell therapy company in China. Before joining Juno, he was a Managing Director and Head of Biotechnology Investment Banking at Morgan Stanley, where he also served as the Lead Biotech Research Analyst and Co-head of Global Healthcare Research.

Brian Piper, Executive Vice President, Chief Financial Officer

Brian Piper was appointed as Executive Vice President and Chief Financial Officer of Sana Biotechnology in February 2026. He brings over 25 years of financial and operational experience in the biopharmaceutical sector. Prior to joining Sana, he served as CFO of Scorpion Therapeutics and its post-acquisition spin-off, Antares Therapeutics. Scorpion Therapeutics was acquired by Eli Lilly in 2025. Earlier in his career, Mr. Piper was CFO of Prelude Therapeutics, a public biotech company, and previously CFO of Aevi Genomic Medicine. He also spent 13 years at Shire Pharmaceuticals, holding senior roles in investor relations, corporate venture capital, and other finance functions.

Dhavalkumar Patel, MD, PhD, Executive Vice President and Chief Scientific Officer

Dhavalkumar Patel joined Sana Biotechnology in 2024 as Executive Vice President and Chief Scientific Officer. Before his tenure at Sana, Dr. Patel served as Executive Vice President and Chief Scientific Officer of UCB, a multinational biopharmaceutical company, where his work contributed to the registration of bimekizumab (Bimzelx®) and rozanolixizumab (Rystiggo®).

Aaron Grossman, Executive Vice President, Chief Legal Officer

Aaron Grossman serves as the Executive Vice President and Chief Legal Officer for Sana Biotechnology, a role he took on effective October 20, 2025.

John Gerecitano, MD, PhD, Head of Oncology Research and Development

John Gerecitano holds the position of Head of Oncology Research and Development at Sana Biotechnology.

AI Analysis | Feedback

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Key Risks to Sana Biotechnology (SANA)

  1. Substantial Capital Requirements and Going Concern Risk: Sana Biotechnology is an early-stage, pre-revenue company with significant operating costs and a rapid cash burn rate. The company is heavily reliant on external financing to fund its extensive research and development efforts, and there is "substantial doubt about ability to continue as a going concern" without securing additional capital. This financial instability and the ability to raise future funding are paramount for its continued operations and growth.
  2. Clinical Trial Success and Regulatory Approval: The success of Sana Biotechnology's product pipeline is critically dependent on positive outcomes from preclinical and clinical trials and subsequent regulatory approvals. Delays, failures, or unforeseen safety concerns in these trials, or difficulties in obtaining necessary regulatory clearances, could severely impede the company's ability to commercialize its product candidates and achieve its business objectives. The probability of success for some lead candidates is noted as low.
  3. Intense Competition and Manufacturing Challenges: The biotechnology sector, particularly in cell and gene therapy, is highly competitive and rapidly evolving. Sana Biotechnology faces significant competition from established players with greater financial resources, approved products, and robust manufacturing capabilities, risking being outpaced by rivals. Furthermore, the complex nature of developing and manufacturing engineered cell therapies presents significant operational hurdles, including difficulties in scaling up production, ensuring standardization, and managing high manufacturing costs, which can hinder market adoption and increase overall expenses.
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AI Analysis | Feedback

The addressable markets for Sana Biotechnology's main products and services are detailed below.

Oncology

  • CD19+ Cancer Cells (Non-Hodgkin Lymphoma, Chronic Lymphocytic Leukemia, and Acute Lymphoblastic Leukemia):
    • The global Non-Hodgkin Lymphoma therapeutics market was valued at USD 10.99 billion in 2025 and is projected to increase to approximately USD 20.94 billion by 2034. Another estimate places the global market at USD 11.59 billion in 2025, growing to USD 19.44 billion by 2034.
    • The global Chronic Lymphocytic Leukemia market size was valued at USD 5.85 billion in 2025, projected to grow to USD 11.67 billion by 2034.
    • The global Acute Lymphoblastic Leukemia market size was estimated at USD 4.2 billion in 2025 and is expected to reach USD 11.8 billion by 2034.
  • Multiple Myeloma: The global multiple myeloma market size was estimated at USD 27.75 billion in 2024, projected to grow to USD 29.43 billion in 2025, and is expected to reach approximately USD 49.89 billion by 2034. Other projections show the market growing from USD 29.24 billion in 2025 to USD 44.19 billion by 2034.

Genetic Disorders

  • Ornithine Transcarbamylase Deficiency: The global ornithine transcarbamylase deficiency treatment market was valued at approximately USD 1.2 billion in 2023 and is projected to reach USD 2.3 billion by 2032. Another source reported the market size at USD 774.2 million in 2024, anticipated to reach USD 1.2 billion in 2034.
  • Sickle Cell Disease: The global sickle cell disease treatment market size is valued at USD 3.75 billion in 2025 and is anticipated to reach around USD 14.06 billion by 2034. Another report estimates the market at USD 4.03 billion in 2024, expected to reach USD 13.06 billion by 2033.
  • Beta-Thalassemia: The global beta-thalassemia market size was valued at USD 9.70 billion in 2024 and is expected to reach USD 17.96 billion by 2032.

Metabolic Disorders

  • Type I Diabetes Mellitus: The global type 1 diabetes market size is calculated at USD 37.60 billion in 2025 and is predicted to increase to approximately USD 79.14 billion by 2035. Other estimates include USD 34.83 billion in 2024, expected to reach USD 63.61 billion by 2032.

Central Nervous System Disorders

  • Secondary Progressive Multiple Sclerosis: While a specific market size for Secondary Progressive Multiple Sclerosis treatment alone is not readily available, the global multiple sclerosis therapeutics market size is projected to expand from USD 32.23 billion in 2025 and USD 33.40 billion in 2026 to USD 39.93 billion by 2031. Secondary Progressive Multiple Sclerosis is projected to grow at a rate of 7.02% through 2031 within this broader market. The global multiple sclerosis treatment market was valued at USD 26.80 billion in 2024 and is expected to reach USD 34.75 billion by 2032.
  • Pelizaeus-Merzbacher Disease: null
  • Huntington's Disease: The global Huntington's disease treatment market was valued at USD 1.39 billion in 2025 and is projected to grow to USD 4.33 billion by 2034. Another source indicates the market was USD 1.2 billion in 2024, projected to reach USD 3.7 billion by 2034.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Sana Biotechnology (SANA) over the next 2-3 years:
  1. Advancement and Potential Commercialization of SC451 for Type 1 Diabetes: Sana Biotechnology has strategically pivoted to prioritize SC451, its stem-cell-derived pancreatic islet cell therapy for Type 1 diabetes. This program is supported by encouraging early clinical data demonstrating safety, tolerability, and insulin production capability without immunosuppression. The company expects to file an Investigational New Drug (IND) application for SC451 as early as 2026 and commence Phase 1 testing shortly thereafter, representing a significant step towards potential future commercialization and revenue generation.
  2. Progress in the SG293 In-Vivo CAR-T Platform: Sana is focusing resources on its in-vivo CAR-T platform, SG293, which is being developed for B-cell cancers and autoimmune diseases. The company anticipates filing an IND for SG293 as early as 2027 and expects to generate first-in-human data for its in-vivo CAR-T program in 2026. Successful development and clinical validation of this platform could unlock significant revenue potential across multiple therapeutic areas through future product launches or strategic collaborations.
  3. Strategic Partnerships and Licensing Agreements: As a pre-revenue, clinical-stage company, Sana Biotechnology actively seeks strategic alliances and licensing partners. The company is exploring licensing opportunities for certain suspended oncology programs, such as SC291 in oncology and SC379 for glial progenitor cells. Successful partnerships could provide non-dilutive funding, milestone payments, and potential royalties, contributing to future revenue streams as its pipeline advances.
  4. Clinical Validation and Expansion of the Hypoimmune (HIP) Platform: The success of Sana's hypoimmune (HIP) platform, designed to enable allogeneic cell transplantation without immunosuppression, is a critical driver. Positive 12-month clinical data from a study of UP421, a hypoimmune-modified pancreatic islet cell therapy, has demonstrated the platform's ability to evade immune detection. This validation of the core technology could lead to the development of numerous other immune-evasive cell therapies across various disease areas, expanding the company's addressable markets and potential for future revenue.

AI Analysis | Feedback

Share Issuance

  • Sana Biotechnology completed an initial public offering (IPO) in February 2021, raising approximately $600 million by issuing around 23.5 million shares at $25 per share.
  • In 2025, the company raised aggregate gross proceeds of $133.7 million from sales of common stock through its at-the-market (ATM) offering facility and an equity financing, which included a public offering of 24.3 million shares and pre-funded warrants.
  • As of March 2026, Sana Biotechnology entered into an amended at-the-market sales agreement to support a new Form S-3 registration for up to $150.0 million of common stock.

Inbound Investments

  • Institutional investors hold a vast majority of Sana Biotechnology's stock, with major players increasing their positions as of Q3 2025, signaling confidence in the long-term potential of the hypoimmune (HIP) technology.

Capital Expenditures

  • Sana Biotechnology reported capital expenditures of -$938,000 in the last 12 months (likely referring to 2024).
  • A strategic portfolio prioritization in late 2024 and early 2025 resulted in a $44.6 million impairment charge in Q2 2025 related to manufacturing facilities, reflecting a scaling back of internal manufacturing build-out.
  • The company's operating expenses are concentrated in research and development and manufacturing scale-up, with efforts focused on building internal GMP capacity to control chemistry, manufacturing, and control (CMC) risk.

Latest Trefis Analyses

Trade Ideas

Select ideas related to SANA.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GEHC_4302026_Dip_Buyer_FCFYield04302026GEHCGE HealthCare TechnologiesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
0.0%0.0%0.0%
IQV_4302026_Dip_Buyer_FCFYield04302026IQVIQVIADip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
0.0%0.0%0.0%
UHS_4302026_Dip_Buyer_FCFYield04302026UHSUniversal Health ServicesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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ABT_4302026_Dip_Buyer_ValueBuy04302026ABTAbbott LaboratoriesDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
0.0%0.0%0.0%
ZBIO_4302026_Insider_Buying_45D_2Buy_200K04302026ZBIOZenas BioPharmaInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
0.0%0.0%0.0%
SANA_2292024_Insider_Buying_45D_2Buy_200K02292024SANASana BiotechnologyInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
-39.1%-74.0%-84.1%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

SANAVRTXCRSPBEAMNTLAEDITMedian
NameSana Bio.Vertex P.CRISPR T.Beam The.Intellia.Editas M. 
Mkt Price3.11430.4448.5527.1112.262.6019.68
Mkt Cap0.9109.44.72.81.50.32.1
Rev LTM012,2181164663952
Op Inc LTM-2044,662-646-372-421-89-288
FCF LTM-1343,710-426-384-364-141-252
FCF 3Y Avg-2101,977-301-305-388-169-256
CFO LTM-1334,241-400-370-363-141-252
CFO 3Y Avg-1932,401-289-287-382-165-240

Growth & Margins

SANAVRTXCRSPBEAMNTLAEDITMedian
NameSana Bio.Vertex P.CRISPR T.Beam The.Intellia.Editas M. 
Rev Chg LTM-10.1%-97.1%158.0%45.0%8.0%10.1%
Rev Chg 3Y Avg-9.9%-5.0%148.7%10.0%54.7%10.0%
Rev Chg Q-7.8%-324.9%-9.5%-39.2%-0.8%
QoQ Delta Rev Chg LTM-1.8%-17.4%-2.3%-4.5%-0.3%
Op Inc Chg LTM3.3%1,214.0%-36.3%13.7%22.2%57.0%18.0%
Op Inc Chg 3Y Avg13.2%364.1%-16.1%-24.5%-1.3%21.1%6.0%
Op Mgn LTM-38.2%-64,639.5%-226.6%-636.6%-230.1%-230.1%
Op Mgn 3Y Avg-24.1%-22,035.2%-318.1%-935.8%-358.4%-358.4%
QoQ Delta Op Mgn LTM-0.2%-48.0%15.1%15.1%15.1%
CFO/Rev LTM-34.7%-39,996.4%-225.4%-549.5%-363.1%-363.1%
CFO/Rev 3Y Avg-21.5%-13,643.7%-272.2%-715.9%-385.0%-385.0%
FCF/Rev LTM-30.4%-42,617.6%-234.0%-550.2%-364.6%-364.6%
FCF/Rev 3Y Avg-17.7%-14,519.9%-282.9%-727.1%-394.3%-394.3%

Valuation

SANAVRTXCRSPBEAMNTLAEDITMedian
NameSana Bio.Vertex P.CRISPR T.Beam The.Intellia.Editas M. 
Mkt Cap0.9109.44.72.81.50.32.1
P/S-9.04,663.317.122.06.617.1
P/Op Inc-4.223.5-7.2-7.5-3.5-2.9-3.8
P/EBIT-4.221.6-7.2-7.5-3.5-2.4-3.8
P/E-3.625.2-8.2-43.0-3.7-2.3-3.6
P/CFO-6.525.8-11.7-7.6-4.0-1.8-5.2
Total Yield-28.1%4.0%-12.2%-2.3%-27.2%-42.8%-19.7%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-28.5%1.8%-7.6%-14.3%-30.5%-102.2%-21.4%
D/E0.10.00.20.10.10.10.1
Net D/E-0.0-0.0-0.4-0.3-0.2-0.4-0.3

Returns

SANAVRTXCRSPBEAMNTLAEDITMedian
NameSana Bio.Vertex P.CRISPR T.Beam The.Intellia.Editas M. 
1M Rtn-18.6%-2.0%-15.8%-13.1%-19.4%-27.2%-17.2%
3M Rtn-20.9%-8.5%-9.3%-1.6%-1.8%51.2%-5.1%
6M Rtn-8.5%2.2%-4.3%29.2%48.8%3.2%2.7%
12M Rtn48.8%-3.7%23.7%52.7%26.8%58.5%37.8%
3Y Rtn-56.3%26.0%-21.9%-21.5%-70.8%-72.1%-39.1%
1M Excs Rtn-21.2%-6.6%-17.8%-16.9%-25.1%-26.4%-19.5%
3M Excs Rtn-33.2%-16.6%-19.5%-11.1%-14.3%35.3%-15.5%
6M Excs Rtn-26.0%-12.2%-23.6%11.7%33.2%-10.6%-11.4%
12M Excs Rtn60.5%-27.0%0.9%28.9%10.7%49.9%19.8%
3Y Excs Rtn-138.3%-56.2%-106.1%-104.4%-152.9%-153.7%-122.2%

Comparison Analyses

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Financials

Segment Financials

Operating Income by Segment
$ Mil20252024202320222021
Single Segment-273    
Total-273    


Net Income by Segment
$ Mil20252024202320222021
Single Segment-267    
Total-267    


Assets by Segment
$ Mil20252024202320222021
Single Segment 5658231,129730
Total 5658231,129730


Price Behavior

Price Behavior
Market Price$3.11 
Market Cap ($ Bil)0.9 
First Trading Date02/04/2021 
Distance from 52W High-47.5% 
   50 Days200 Days
DMA Price$3.25$3.87
DMA Trenddowndown
Distance from DMA-4.3%-19.7%
 3M1YR
Volatility67.2%96.8%
Downside Capture283.82365.98
Upside Capture116.65315.10
Correlation (SPY)41.8%30.9%
SANA Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta2.002.322.642.922.561.95
Up Beta2.022.032.412.041.811.27
Down Beta11.652.252.582.402.191.37
Up Capture173%148%204%381%890%2599%
Bmk +ve Days15223166141428
Stock +ve Days12172752117337
Down Capture226%313%295%256%190%113%
Bmk -ve Days4183056108321
Stock -ve Days10263670129396

[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 SANA
SANA74.8%99.6%1.01-
Sector ETF (XLV)11.5%14.7%0.5228.3%
Equity (SPY)26.2%12.1%1.6231.3%
Gold (GLD)40.2%26.8%1.249.2%
Commodities (DBC)46.2%18.7%1.89-4.0%
Real Estate (VNQ)11.1%13.4%0.5422.6%
Bitcoin (BTCUSD)-27.4%41.8%-0.6519.2%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SANA
SANA-31.5%118.2%0.13-
Sector ETF (XLV)5.4%14.6%0.1924.1%
Equity (SPY)14.1%17.0%0.6530.0%
Gold (GLD)19.5%18.0%0.895.6%
Commodities (DBC)11.1%19.4%0.461.2%
Real Estate (VNQ)4.0%18.8%0.1124.4%
Bitcoin (BTCUSD)9.1%55.6%0.3716.4%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SANA
SANA-22.0%117.6%0.05-
Sector ETF (XLV)9.6%16.5%0.4724.0%
Equity (SPY)15.5%17.9%0.7430.0%
Gold (GLD)13.1%16.0%0.686.8%
Commodities (DBC)7.9%17.9%0.361.5%
Real Estate (VNQ)5.4%20.7%0.2324.2%
Bitcoin (BTCUSD)67.1%66.9%1.0615.5%

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Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity41.1 Mil
Short Interest: % Change Since 41520260.5%
Average Daily Volume3.1 Mil
Days-to-Cover Short Interest13.2 days
Basic Shares Quantity276.9 Mil
Short % of Basic Shares14.8%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/3/2026-2.8%-16.3%-22.4%
11/6/20251.0%-9.6%7.4%
8/11/20256.5%16.4%-0.3%
3/17/2025-17.7%-12.6%-38.6%
11/8/2024-3.1%-16.5%-14.5%
8/8/20245.4%7.1%7.9%
5/8/2024-21.0%-2.3%-26.4%
2/7/20241.0%18.4%55.7%
...
SUMMARY STATS   
# Positive897
# Negative9810
Median Positive5.9%12.0%31.6%
Median Negative-3.1%-11.1%-18.9%
Max Positive11.1%30.0%73.0%
Max Negative-21.0%-20.3%-38.6%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/11/202610-Q
12/31/202503/03/202610-K
09/30/202511/06/202510-Q
06/30/202508/11/202510-Q
03/31/202505/08/202510-Q
12/31/202403/17/202510-K
09/30/202411/08/202410-Q
06/30/202408/08/202410-Q
03/31/202405/08/202410-Q
12/31/202302/29/202410-K
09/30/202311/08/202310-Q
06/30/202308/03/202310-Q
03/31/202305/08/202310-Q
12/31/202203/16/202310-K
09/30/202211/02/202210-Q
06/30/202208/04/202210-Q

Recent Forward Guidance [BETA]

Latest: Q1 2026 Earnings Reported 5/11/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2027 Cash Runway     Higher NewGuidance: 2,026 for 2026

Prior: Q4 2025 Earnings Reported 3/3/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Cash Runway 2,026