Tonix Pharmaceuticals Holding Corp.

Tonix Pharmaceuticals Holding Corp.

TNXPยทNASDAQ

$11.40

-1.2%
HealthcareBiotechnology

Tonix Pharmaceuticals Holding Corp., a clinical-stage biopharmaceutical company, focuses on discovering, acquiring, developing, and licensing therapeutics and diagnostics to treat and prevent human disease and alleviate suffering. Its portfolio includes immunology, rare disease, infectious disease, and central nervous system (CNS) product candidates. The company's immunology portfolio includes biologics to address organ transplant rejection, autoimmunity, and cancer, including TNX-1500, a humanized monoclonal antibody targeting CD40-ligand being developed for the prevention of allograft and xenograft rejection and for the treatment of autoimmune diseases. Its rare disease portfolio comprises TNX-2900 for the treatment of Prader-Willi syndrome. The company's infectious disease pipeline includes TNX-801, a vaccine to prevent smallpox and monkeypox; TNX-1840 and TNX-1850 that are live virus vaccines based on its recombinant pox vaccine (RPV) platform for COVID-19; TNX-3500, a small molecule antiviral drug to treat acute COVID-19; and TNX-102 SL, a small molecule drug to treat Long COVID, a chronic post-acute COVID-19 condition. Its CNS portfolio includes small molecules and biologics to treat pain, neurologic, psychiatric, and addiction conditions, including TNX-102 SL, which is in mid-Phase 3 development for the management of fibromyalgia; TNX-1900 that is in development for the prevention of migraine headache; and TNX-1300, a biologic designed to treat cocaine intoxication. The company was founded in 2007 and is headquartered in Chatham, New Jersey.

At a Glance

Live Snapshot
Market Cap$181.73M
EPS-14.5700
P/E Ratio-0.78
Earnings Date08/10/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -0.8).

Valuation inputs: P/E -0.8, earnings yield N/A, momentum -1.2%.

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

Driver

High confidence

Return profile is soft (ROE -50.6%, ROIC -51.0%).

Profitability stack: net margin -9.5%, ROE -50.6%, ROIC -51.0%.

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 +11.6%, momentum -1.2%, net margin -9.5%.

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

tnxp

Tonix Pharmaceuticals Holding Corp. Market vs Earnings Trajectory

TNXP ยท NASDAQ

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Tonix Pharmaceuticals Holding Corp.

Tonix Pharmaceuticals Holding Corp. Fair Value Envelope

TNXP ยท NASDAQ

Our analysis suggests that TNXP has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $11.4, this represents a potential HIDDEN relative to our calculated worth for Tonix Pharmaceuticals Holding Corp..

Intrinsic Value
Current Price: $11.4
3Y-98.0%
5Y-100.0%
10Y-100.0%
3Y-
5Y-
10Y-
3Y+13.0%
5Y+146.0%
10Y+219.0%
3Y+2.0%
5Y+106.0%
10Y+168.0%
3Y-29.0%
5Y+81.0%
10Y+176.0%
3Y+23.0%
5Y+182.0%
10Y+908.0%
Tonix Pharmaceuticals Holding Corp.

Tonix Pharmaceuticals Holding Corp. Profit Bridge

TNXP ยท NASDAQ
Revenue13.11M
Cost of Goods Sold (6.64M)
Gross Profit6.47M
Operating Expenses (132.17M)
Operating Income-125.70M
Interest Expense (89.00K)
Other Income/Expense1.68M
Pretax Income-124.02M
Income Tax (0.00)
Net Income-124.02M
Net Income
-124.02M

Profitability Analysis

Gross Margin

49.3%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

-959.1%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-946.2%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

49.34%
Gross Profit Margin
114%
3Y-
5Y-
10Y-
-959.05%
Operating Profit Margin
-29%
3Y-
5Y-
10Y-
-946.22%
Net Profit Margin
-27%
3Y-
5Y-
10Y-
-50.59%
Return on Equity
-46%
3Y-5.0%
5Y-12.0%
10Y-67.0%
-44.75%
Return on Assets
-44%
3Y-8.0%
5Y-13.0%
10Y-68.0%
-51.00%
Return on Invested Capital
-46%
3Y-5.0%
5Y-10.0%
10Y-67.0%
TNXP

Tonix Pharmaceuticals Holding Corp. Cash Conversion Engine

TNXP ยท NASDAQ
Net Income-124.02M
Depreciation & Amortization1.93M
Stock-Based Compensation6.02M
Change in Working Capital10.38M
Others5.85M
Capital Expenditures-3.37M
Free Cash Flow-103.21M

Cash Flow Quality Analysis

FCF Conversion Rate

83.2%

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

CapEx Intensity

-3.4%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-69.1%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

+$10.38M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

tnxp

Tonix Pharmaceuticals Holding Corp. Funding & Solvency Profile

TNXP ยท NASDAQ
Cash & Cash Equivalents185.47M
Net Receivables8.82M
Inventory3.65M
Other Current Assets9.23M
Total Current Assets207 M
Property, Plant & Equipment46.34M
Goodwill & Intangible Assets120.00K
Long-Term Investments0.00
Other Non-Current Assets4.29M
Total Non-Current Assets51 M
Total Assets
257.91M

Financial Health Analysis

Current Ratio

6.99x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.14x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

178 M

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

Asset Composition

80% Current

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

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

tnxp

Tonix Pharmaceuticals Holding Corp. Street Expectations Map

TNXP ยท NASDAQ

No Target Data

No analyst price targets available for tnxp.

tnxp

Tonix Pharmaceuticals Holding Corp. Insider Positioning

TNXP ยท NASDAQ

During the last 12 months, insiders have purchased $311K and sold $267K worth of TNXP shares, resulting in $43K of net buying activity.

3 Months

Bought

20.0K

286.45K

Sold

0

0.00

Net Activity

+286K

+$286K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

668

24.06K

Sold

7.7K

267.34K

Net Activity

-243K

-$243K

Top Buyers

1
LS

Lederman Seth

Director, Officer: Chief Executive Officer

20.0K sharesโ€ข2 transactions

$286K

2
TCE

Taylor Carolyn E.

Director

418 sharesโ€ข1 transactions

$15K

3
TJ

Treco James

Director

250 sharesโ€ข1 transactions

$9K

Top Sellers

1
HJRJ

Hunter James Randolph Jr

Director

7.7K sharesโ€ข1 transactions

$267K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $43K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.16:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$286K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

3 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.

0.00%
Dividend Yield
3Y-
5Y-
10Y-
ย 

tnxp Dividend History

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