Werewolf Therapeutics, Inc.

Werewolf Therapeutics, Inc.

HOWLยทNASDAQ

$1.04

-3.7%
HealthcareBiotechnology

Werewolf Therapeutics, Inc., a biopharmaceutical company, develops therapeutics engineered to stimulate the body's immune system for the treatment of cancer. The company, through its proprietary PREDATOR platform, designs conditionally activated molecules that stimulate adaptive and innate immunity for addressing the limitations of conventional proinflammatory immune therapies. Its lead product candidates are WTX-124, a conditionally activated Interleukin-2 INDUKINE molecule for the treatment of advanced solid tumors; and WTX-330, a conditionally activated Interleukin-12 INDUKINE molecule for the treatment of relapsed or refractory advanced or metastatic solid tumors or lymphoma. The company is also developing WTX-613, a conditionally activated interferon alpha INDUKINE molecule for the treatment of solid tumors and hematologic malignancies. Werewolf Therapeutics, Inc. was incorporated in 2017 and is headquartered in Cambridge, Massachusetts.

At a Glance

Live Snapshot
Market Cap$50.48M
EPS-1.3200
P/E Ratio-0.48
Earnings Date05/07/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -0.5).

Valuation inputs: P/E -0.5, earnings yield N/A, momentum -3.7%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -2.5%, ROIC -1.7%).

Profitability stack: net margin 0.0%, ROE -2.5%, ROIC -1.7%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +64.3%, momentum -3.7%, net margin 0.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

howl

Werewolf Therapeutics, Inc. Market vs Earnings Trajectory

HOWL ยท NASDAQ

Loading price and EPS data...

Werewolf Therapeutics, Inc.

Werewolf Therapeutics, Inc. Fair Value Envelope

HOWL ยท NASDAQ

Our analysis suggests that HOWL has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $1.04, this represents a potential HIDDEN relative to our calculated worth for Werewolf Therapeutics, Inc..

Intrinsic Value
Current Price: $1.04
3Y-29.0%
5Y+35.0%
10Y+247.0%
3Y-100.0%
5Y-
10Y-
3Y+13.0%
5Y+307.0%
10Y+453.0%
3Y+49.0%
5Y+224.0%
10Y+532.0%
3Y+36.0%
5Y+214.0%
10Y+515.0%
3Y-57.0%
5Y-28.0%
10Y+220.0%
Werewolf Therapeutics, Inc.

Werewolf Therapeutics, Inc. Profit Bridge

HOWL ยท NASDAQ
Revenue0.00
Cost of Goods Sold (1.63M)
Gross Profit-1.63M
Operating Expenses (59.04M)
Operating Income-60.68M
Interest Expense (5.27M)
Other Income/Expense-145.00K
Pretax Income-60.82M
Income Tax (0.00)
Net Income-60.82M
Net Income
-60.82M

Profitability Analysis

0.00%
Gross Profit Margin
-100%
3Y-100.0%
5Y-
10Y-
0.00%
Operating Profit Margin
-100%
3Y-100.0%
5Y-
10Y-
0.00%
Net Profit Margin
-100%
3Y-100.0%
5Y-
10Y-
-245.20%
Return on Equity
155%
3Y+457.0%
5Y-951.0%
10Y-642.0%
-87.64%
Return on Assets
58%
3Y+161.0%
5Y+466.0%
10Y+73.0%
-173.37%
Return on Invested Capital
167%
3Y+328.0%
5Y+620.0%
10Y+253.0%
HOWL

Werewolf Therapeutics, Inc. Cash Conversion Engine

HOWL ยท NASDAQ
Net Income-60.82M
Depreciation & Amortization1.63M
Stock-Based Compensation6.25M
Change in Working Capital-8.21M
Others856.00K
Capital Expenditures0.00
Free Cash Flow-60.29M

Cash Flow Quality Analysis

FCF Conversion Rate

99.1%

Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.

FCF Growth Trend

-6.8%

Declining FCF warrants attention. Investigate whether due to temporary factors or fundamental deterioration.

Working Capital Impact

-$8.21M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

howl

Werewolf Therapeutics, Inc. Funding & Solvency Profile

HOWL ยท NASDAQ
Cash & Cash Equivalents57.05M
Net Receivables0.00
Inventory0.00
Other Current Assets1.54M
Total Current Assets59 M
Property, Plant & Equipment9.90M
Goodwill & Intangible Assets0.00
Long-Term Investments901.00K
Other Non-Current Assets5.00K
Total Non-Current Assets11 M
Total Assets
69.40M

Financial Health Analysis

Current Ratio

1.62x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

1.80x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

22 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

84% Current

Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.

howl

Werewolf Therapeutics, Inc. Street Expectations Map

HOWL ยท NASDAQ

Wall Street analysts project that HOWL stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Lowest Target
1.00
-3.85%
Consensus Target
1.00
-3.85%
Highest Target
1.00
-3.85%

The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Analyst Consensus Analysis

Upside Potential

-3.9%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

howl

Werewolf Therapeutics, Inc. Insider Positioning

HOWL ยท NASDAQ

During the last 12 months, insiders have purchased $231K and sold $6.52M worth of HOWL shares, resulting in $6.29M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

891.9K

635.04K

Net Activity

-635K

-$635K

6-9 Months

Bought

0

0.00

Sold

5.1M

5.89M

Net Activity

-5.9M

-$5.89M

9-12 Months

Bought

179.4K

230.83K

Sold

0

0.00

Net Activity

+231K

+$231K

Top Buyers

1
MB

Morrison Briggs

Director

27.0K sharesโ€ข1 transactions

$35K

2
LA

Lazarus Alon

Director

27.0K sharesโ€ข1 transactions

$35K

3
CM

Chatterjee Meeta

Director

27.0K sharesโ€ข1 transactions

$35K

4
EL

Evnin Luke

Director

27.0K sharesโ€ข1 transactions

$35K

5
SMA

Sherman Michael A.

Director

27.0K sharesโ€ข1 transactions

$35K

Top Sellers

1
MB2L

Mpm Bioventures 2014, L.P.

Other: Former 10% Owner

1.9M sharesโ€ข28 transactions

$2.22M

2
GA

Gadicke Ansbert

Other: Former 10% Owner

1.9M sharesโ€ข28 transactions

$2.22M

3
EL

Evnin Luke

Director

2.1M sharesโ€ข55 transactions

$2.08M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.29M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.04:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

Moderate Buying

5 insider buyers vs. 3 sellers. More insiders buying than selling indicates positive sentiment.

No Dividend Yield Data

HOWL has not reported any dividend yield values in the available annual periods.

ย 

howl Dividend History

HOWL
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%