Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$911.1M
61M shares
52-week range
$12.12 – $35.34
14% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Borrow rate
0.34%
Easy to borrow
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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $3.6M | $8.6M | $8.1M | $10.6M | $10.0M |
| Cost of revenue | $6.0K | $13.0K | $26.2M | $841.0K | $2.0M | $2.1M | $2.0M |
| Gross profit | −$6.0K | −$13.0K | −$22.6M | $7.8M | $6.1M | $8.5M | $8.0M |
| Gross margin | — | — | -621.4% | 90.2% | 75.8% | 80.5% | 79.7% |
| R&D | $3.0M | $3.0M | $26.2M | $53.4M | $54.9M | $68.4M | $125.9M |
| Operating income | −$3.8M | −$4.8M | −$32.9M | −$67.1M | −$73.0M | −$98.8M | −$157.7M |
| EBITDA | −$3.8M | −$6.6M | −$32.6M | −$62.2M | −$56.3M | −$66.9M | −$111.6M |
| Net income | −$4.2M | −$6.8M | −$32.7M | −$63.1M | −$58.3M | −$69.0M | −$113.6M |
| Net margin | — | — | -898.3% | -732.2% | -721.2% | -651.6% | -1136.3% |
| EPS (diluted) | -0.10 | -0.16 | -0.79 | -1.52 | -1.32 | -1.28 | -1.83 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $32M | $-1.70 | $-2.52–$-0.99 | 13 |
| 2027 | $7M | $-2.68 | $-3.26–$-1.76 | 12 |
| 2028 | $17M | $-3.24 | $-4.88–$-1.95 | 13 |
| 2029 | $76M | $-3.47 | $-8.09–$-0.15 | 11 |
Forward consensus · source: Financial Modeling Prep
Janux Therapeutics Inc is a clinical-stage biopharmaceutical company developing tumor-activated immunotherapies for cancer. The proprietary technology of the company has enabled the development of distinct bispecific platforms: Tumor Activated T Cell Engagers (TRACTr), Tumor Activated Immunomodulators (TRACIr), and Adaptive Immune Response Modulator (ARM) platforms. The TRACTr platform produces T cell engagers (TCEs) with a tumor antigen-binding domain and a CD3 T cell binding domain, while the TRACIr platform produces bispecifics with a tumor antigen-binding domain and a costimulatory CD28 binding domain.
www.januxrx.comNo one on the platform currently holds JANX.
No tracked institution reports a position in JANX as of their last filing.
No one on the platform has traded JANX yet.
| $2.1B |
| — |
| IMNMImmunome, Inc. | $19.96 | +2.89% | $1.9B | — |
| MAZEMaze Therapeutics, Inc. | $28.43 | +5.22% | $1.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 89.4× sales vs its 172.5× historical median P/S.
Fair value ≈ $29.58 · price $15.32 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$JANX JANX Janux Therapeutics discloses the departure of Chief Medical Officer William Go (14.91 +0.57) On June 23, 2026, William Go departed as Chief Medical Officer of Janux Therapeutics under circumstances that the company determined to constitute a termination without "Cause" under the terms of the company's change in control and severance benefit plan. Co has initiated a search for his successor. In the interim, responsibilities previously overseen by Dr. Go will be assumed by members of the company's existing clinical leadership team. The transition does not affect the company's development strategy, regulatory plans, or previously disclosed clinical timelines.
View on StockTwits ↗$JANX just one data release can take it to 50+ , we still have institutions in this play even after the push to 70+ ( the one from begning has added more not sold ) .. think of it almost 1 billon in cash and a platform which most of the big pharma company want to use it and plus the JANX007 which they have data expected anytime soon ...
View on StockTwits ↗$JANX this is what happens when you allow a useless POS CEO to hang out well past his expiration date. The POS should've been tossed to the curb back in December, yet he continues to get paid for doing absolutely nothing while shareholders get killed on a daily basis.
View on StockTwits ↗$JANX Outstanding article that hits the mark on JANX's current state. So if you want to refresh your JANX insights or learn about JANX from scratch, this is a must read. https://everyticker.com/quote/JANX/analysis/janux-therapeutics-platform-validation-meets-clinical-execution-risk-in-the-psma-arms-race-nasdaq-janx
View on StockTwits ↗$JANX massive blocks today. 500k at 13.50 just crossed the tape.
View on StockTwits ↗$JANX $CTMX $ADAG $XLO @outlawinvestor1 @809trader On the other hand combining your two posts about MRK owning some XLO, a couple of years ago MRK bought HARP - HARP was also doing masked antibodies - after it's reverse split after HARP ran up 500% in a few months.
View on StockTwits ↗$JANX $CTMX $ADAG $XLO a review of the masked platform public biotech landscape. Competitive Positioning & Sector Valuation Anomaly -- The Conditionally Activated Biologics (Masked Platform) space is currently exhibiting one of the most severe structural valuation anomalies in the entire biopharma tape, characterized by an absolute bifurcation between early-stage platform plays and heavily capitalized, late-stage houses. -- Deep Value Crossover Discounts: The public markets are actively assigning a negative enterprise value (EV) to micro- and small-cap developers focused on early-stage conditional activation. This pricing implies that the market values those specific proprietary masking architectures and early clinical pipelines at less than zero, pricing them as "cash-burning preclinical concepts." -- Janux Therapeutics (JANX) Market Disconnect: At a market cap of ~$847M against ~$956M in total cash, Janux trades at a negative EV of ~-$88M. The market is pricing the stock strictly on the near-term volatility of its late-line JANX007 data cuts, effectively giving investors the entirety of its TRACTr/ARM platforms, its upcoming dual-masked asset (JANX014), and its high-value alliances with BMS and Merck completely for free. -- Xilio Therapeutics (XLO) Valuation Compression: Following its standard post-reverse-split capital adjustments, Xilio trades at a market cap of ~$50M against ~$150M in cash, representing a negative EV of ~-$94M. Its implied platform value is deeply discounted despite holding active, non-dilutive milestones and development backing from major global oncology houses like Gilead and AbbVie. -- Werewolf Therapeutics (HOWL) Micro-Cap Trapping: Trading at a micro-cap equity value of ~$25M against ~$46M in cash, Werewolf commands a negative EV of ~-$13M. Its proprietary INDUCER platform (WTX-1011) faces extreme institutional structural blocks and low trading liquidity, forcing it to trade under cash value regardless of its preclinical tumor-targeting safety metrics. -- BioAtla, Inc. (BCAB) Absolute Capital Distress: Trading at a micro-cap equity floor of ~$7.08M against ~$7.12M in core cash, BioAtla trades at a negative EV of ~-$0.04M. Following its massive 50-for-1 share consolidation in March 2026, the market has completely compressed the implied value of its Conditionally Active Biologic (CAB) platform. Despite holding dual clinical-stage assets in mecbotamab vedotin (BA3011) and ozuriftabmab vedotin (BA3021), its severe trailing cash burn has locked it out of institutional discovery sheets, matching the negative-EV criteria perfectly. -- The Two Premium Exceptions – Adagene & CytomX: Standing completely apart from the negative EV group, these two companies command positive, distinct Enterprise Values backed by late-stage clinical execution, strong data validation, and expansive global partnerships: -- Adagene Inc. (ADAG): Command a positive Enterprise Value of ~$178.22M (Market Cap of ~$231.25M against ~$75.84M in cash and ~$16.55M in other liquid assets). The market awards Adagene a premium over its negative-EV peers due to the striking clinical durability of its SAFEbody platform. Its lead masked anti-CTLA-4 asset, muzastotug (ADG126), delivered an exceptional 19.4-month median overall survival (mOS) in microsatellite-stable colorectal cancer (MSS CRC) cohorts. This clinical validation prompted Sanofi to exercise its SAFEbody option and execute an expanded strategic collaboration backed by a $25M investment, extending Adagene's financial runway into 2027. -- CytomX Therapeutics (CTMX): Commands a positive Enterprise Value of ~$442M (Market Cap of ~$786M against ~$347M in cash). The market explicitly awards CytomX the highest premium in the space based on distinct operational de-risking: its lead asset (Varseta-M) boasts a validated 32% ORR with an active, regulatory-aligned path to a Phase 3 registrational trial in 2027. Furthermore, its massive 217.7M share float provides the high liquidity required by long-only institutional funds, while its highly diversified, revenue-generating ADC/PROBODY pipeline features active collaborations across five separate mega-cap pharma houses (Amgen, Astellas, BMS, Regeneron, and Moderna).
$JANX in this one small (1000 shares) at 14.05. Cash exceeds mkt cap.
View on StockTwits ↗$JANX Current Stock Price: $14.40 Contracts to trade: $15.0 JANX May 15 2026 Call Entry: $0.45 Exit: $0.63 ROI: 41% Hold ~28 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$JANX Point72 filing today: https://www.sec.gov/Archives/edgar/data/1817713/000091957426002475/xslSCHEDULE_13G_X02/primary_doc.xml
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.