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OS Therapies Incorporated

OSTX·NYSE

$1.42

-2.1%
HealthcareBiotechnology

OS Therapies Incorporated, a clinical stage biopharmaceutical company, focuses on the identification, development, and commercialization of treatments for osteosarcoma and other solid tumors in the United States. Its pipeline includes OST-HER2, an off-the-shelf immunotherapy for osteosarcoma patients; and OST-tunable drug conjugate (OST-tADC), an antibody-drug conjugate technology, with a plug-and-play platform that features tunable pH sensitive silicone linkers. OS Therapies Incorporated was incorporated in 2018 and is based in Rockville, Maryland.

At a Glance

Live Snapshot
Market Cap$50.00M
EPS-0.5200
P/E Ratio-2.73
Earnings Date03/30/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -2.7).

Valuation inputs: P/E -2.7, earnings yield N/A, momentum -2.1%.

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

Driver

High confidence

Return profile is soft (ROE -10.9%, ROIC -7.5%).

Profitability stack: net margin 0.0%, ROE -10.9%, ROIC -7.5%.

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

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +85.3%, momentum -2.1%, net margin 0.0%.

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

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OS Therapies Incorporated Market vs Earnings Trajectory

OSTX · NYSE

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OS Therapies Incorporated Fair Value Envelope

OSTX · NYSE

Our analysis suggests that OSTX has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $1.42, this represents a potential HIDDEN relative to our calculated worth for OS Therapies Incorporated.

Intrinsic Value
Current Price: $1.42
3Y+58.0%
5Y+74186.0%
10Y+74186.0%

No Revenue Data

OSTX has not reported any revenue values in the available annual periods.

3Y+20.0%
5Y+147286.0%
10Y+147286.0%
3Y+65.0%
5Y-100.0%
10Y-100.0%
3Y+65.0%
5Y-100.0%
10Y-100.0%
3Y+1600.0%
5Y-100.0%
10Y-100.0%
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OS Therapies Incorporated Profit Bridge

OSTX · NYSE
Revenue0.00
Cost of Goods Sold (2.78K)
Gross Profit-2.78K
Operating Expenses (6.81M)
Operating Income-6.81M
Interest Expense (2.05M)
Other Income/Expense-2.07M
Pretax Income-8.88M
Income Tax (0.00)
Net Income-8.88M
Net Income
-8.88M

Profitability Analysis

No Gross Profit Margin Data

OSTX has not reported any gross profit margin values in the available annual periods.

No Operating Profit Margin Data

OSTX has not reported any operating profit margin values in the available annual periods.

No Net Profit Margin Data

OSTX has not reported any net profit margin values in the available annual periods.

-1094.65%
Return on Equity
-3474%
3Y-1789.0%
5Y-1094649600.0%
10Y-1094649600.0%
-160.38%
Return on Assets
-84%
3Y-93.0%
5Y+40094075.0%
10Y+40094075.0%
-747.55%
Return on Invested Capital
-1702%
3Y-590.0%
5Y+57503954.0%
10Y+57503954.0%
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OS Therapies Incorporated Cash Conversion Engine

OSTX · NYSE
Net Income-8.88M
Depreciation & Amortization2.78K
Stock-Based Compensation268.30K
Change in Working Capital-129.64K
Others1.46M
Capital Expenditures0.00
Free Cash Flow-7.28M

Cash Flow Quality Analysis

FCF Conversion Rate

82.0%

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

FCF Growth Trend

-142.2%

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

Working Capital Impact

-$129.64K

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.

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OS Therapies Incorporated Funding & Solvency Profile

OSTX · NYSE
Cash & Cash Equivalents1.88M
Net Receivables0.00
Inventory0.00
Other Current Assets41.85K
Total Current Assets2 M
Property, Plant & Equipment3.19K
Goodwill & Intangible Assets6.63M
Long-Term Investments0.00
Other Non-Current Assets0.00
Total Non-Current Assets3 K
Total Assets
8.95M

Financial Health Analysis

Current Ratio

0.56x

Warning: Liquidity concerns. Current assets may not be sufficient to cover short-term obligations.

Debt-to-Equity Ratio

0.90x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

-1823660

Negative working capital indicates short-term liabilities exceed short-term assets—potential liquidity stress.

Asset Composition

26% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Negative working capital but strong cash position suggests an efficient operating model (common in retail/subscription businesses) rather than financial distress.

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OS Therapies Incorporated Street Expectations Map

OSTX · NYSE

No Target Data

No analyst price targets available for ostx.

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OS Therapies Incorporated Insider Positioning

OSTX · NYSE

During the last 12 months, there has been no insider trading activity reported for OSTX.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

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

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

No Dividend Yield Data

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

 

ostx Dividend History

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