DAMORA THERAPEUTICS INC (DMRA)

NASDAQHealth CareBiotechnologySnapshot 2026-10-23

$21.09-2.86%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge DAMORA THERAPEUTICS INC’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	0
EPS	—	-0.511
Annual ending 2026-12-31
Revenue	—	0
EPS	—	-2.039
Annual ending 2027-12-31
Revenue	—	0
EPS	—	-2.11

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain cash and equivalents near $535 million	The company has $535 million in cash as of early 2026, supporting its operations.	Intact	cash and equivalents fall below $500 million by 2026-Q4	Cash and cash equivalents: None 540.515M FY2026-Q2; GAAP. Published target: >= $500 million cash and equivalents. Target and observation currencies differ. Source date unavailable540,515,000 None · source valueLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_balance_sheet. Reference: 2026-Q2. Source status: vendor observation. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Newly stated in 2026-Q1. Management reported approximately $535 million of cash and cash equivalents as of February 28, 2026, providing financial runway into Phase 3 development of DMR-001. No subsequent quarters restated this priority, so delivery trajectory is unconfirmed beyond initial statement. Delivery assessment Oct 18, 2026
Stable leadership with CEO and CFO transitions completed	Damora is stabilizing leadership with a new CEO and CFO successor.	Improving	CEO or CFO roles become vacant or unstable again within next 4 quarters	Qualitative: CEO & CFO filled Jennifer Jarrett appointed CEO (Mar 2026); Lori Firmani departed CFO with successor appointed (May 2026). Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated in 2 of last 2 quarters. Management disclosed CEO appointment in 2026-Q1 and CFO departure in 2026-Q2. These leadership changes are recent and ongoing, reflecting active management of executive transitions. Delivery assessment Oct 18, 2026
Manage operating losses near or below $30 million per quarter	Operating losses are managed around $30 million per quarter while advancing drug development.	Intact	operating loss worsens beyond -$30 million per quarter over next 4 quarters	Operating income: $-34.994M FY2026-Q2; GAAP. Published target: operating loss >= -$30 million per quarter. Target period is not explicitly aligned with this observation. Source published Aug 10, 2026-34,994,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 0322d280-1fd2-47a1-a9ea-41729b6e23fc. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 8 of last 8 quarters. Operating losses ranged from negative $2.6 million in 2025-Q1 to negative $34.99 million in 2026-Q2; cash from operations was negative in most quarters, including negative $21.87 million in 2026-Q2. The trajectory shows persistent operating losses and negative cash flow, indicating ongoing cost management challenges. Delivery assessment Oct 18, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$-2.11

Unavailable → $-2.11 · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	4 / 0
2026-07-25	Unavailable	Unavailable	4 / 0
2026-07-26	Unavailable	$0	4 / 7
2026-07-27	Unavailable	$0	4 / 7
2026-07-28	Unavailable	$0	4 / 7
2026-07-29	Unavailable	Unavailable	4 / 0
2026-07-30	Unavailable	$0	4 / 7
2026-07-31	Unavailable	Unavailable	4 / 0
2026-08-01	Unavailable	Unavailable	4 / 0
2026-08-02	Unavailable	$0	4 / 7
2026-08-03	Unavailable	$0	4 / 7
2026-08-04	Unavailable	Unavailable	4 / 0
2026-08-05	Unavailable	$0	4 / 7
2026-08-06	Unavailable	$0	4 / 7
2026-08-07	Unavailable	Unavailable	4 / 0
2026-08-08	Unavailable	$0	4 / 7
2026-08-09	Unavailable	$0	4 / 7
2026-08-10	Unavailable	$0	4 / 7
2026-08-11	Unavailable	Unavailable	4 / 0
2026-08-12	Unavailable	Unavailable	4 / 0
2026-08-13	Unavailable	$0	4 / 8
2026-08-14	Unavailable	Unavailable	4 / 0
2026-08-15	Unavailable	Unavailable	4 / 0
2026-08-16	Unavailable	Unavailable	4 / 0
2026-08-17	Unavailable	Unavailable	4 / 0
2026-08-18	Unavailable	Unavailable	4 / 0
2026-08-19	Unavailable	Unavailable	4 / 0
2026-08-20	Unavailable	Unavailable	4 / 0
2026-08-21	Unavailable	Unavailable	4 / 0
2026-08-22	Unavailable	Unavailable	4 / 0
2026-08-23	Unavailable	Unavailable	4 / 0
2026-08-24	Unavailable	Unavailable	4 / 0
2026-08-25	Unavailable	Unavailable	4 / 0
2026-08-26	Unavailable	Unavailable	4 / 0
2026-08-27	Unavailable	Unavailable	4 / 0
2026-08-28	Unavailable	Unavailable	4 / 0
2026-08-29	$-2.06	Unavailable	5 / 0
2026-08-30	$-2.06	Unavailable	5 / 0
2026-08-31	$-2.06	Unavailable	5 / 0
2026-09-01	$-2.06	Unavailable	5 / 0
2026-09-02	$-2.06	Unavailable	5 / 0
2026-09-03	$-2.06	Unavailable	5 / 0
2026-09-04	$-2.06	Unavailable	5 / 0
2026-09-05	$-2.06	Unavailable	5 / 0
2026-09-06	$-2.06	Unavailable	5 / 0
2026-09-07	$-2.06	Unavailable	5 / 0
2026-09-08	$-2.06	Unavailable	5 / 0
2026-09-09	$-2.06	Unavailable	5 / 0
2026-09-10	$-2.06	Unavailable	5 / 0
2026-09-11	$-2.06	Unavailable	5 / 0
2026-09-12	$-2.06	Unavailable	5 / 0
2026-09-13	$-2.06	Unavailable	5 / 0
2026-09-14	$-2.06	Unavailable	5 / 0
2026-09-15	$-2.06	Unavailable	5 / 0
2026-09-16	$-2.06	Unavailable	5 / 0
2026-09-17	$-2.06	Unavailable	5 / 0
2026-09-18	$-2.06	Unavailable	5 / 0
2026-09-19	$-2.06	Unavailable	5 / 0
2026-09-20	$-2.06	Unavailable	5 / 0
2026-09-21	$-2.06	Unavailable	5 / 0
2026-09-22	$-2.06	Unavailable	5 / 0
2026-09-23	$-2.06	Unavailable	5 / 0
2026-09-24	$-2.06	Unavailable	5 / 0
2026-09-25	$-2.06	Unavailable	5 / 0
2026-09-26	$-2.08	Unavailable	5 / 0
2026-09-27	$-2.08	Unavailable	5 / 0
2026-09-28	$-2.08	Unavailable	5 / 0
2026-09-29	$-2.08	Unavailable	5 / 0
2026-09-30	$-2.11	Unavailable	5 / 0
2026-10-01	$-2.11	Unavailable	5 / 0
2026-10-02	$-2.11	Unavailable	5 / 0
2026-10-03	$-2.11	Unavailable	5 / 0
2026-10-04	$-2.11	Unavailable	5 / 0
2026-10-05	$-2.11	Unavailable	5 / 0
2026-10-06	$-2.11	Unavailable	5 / 0
2026-10-07	$-2.11	Unavailable	5 / 0
2026-10-08	$-2.11	Unavailable	5 / 0
2026-10-09	$-2.11	Unavailable	5 / 0
2026-10-10	$-2.11	Unavailable	5 / 0
2026-10-11	$-2.11	Unavailable	5 / 0
2026-10-12	$-2.11	Unavailable	5 / 0
2026-10-13	$-2.11	Unavailable	5 / 0
2026-10-14	$-2.11	Unavailable	5 / 0
2026-10-15	$-2.11	Unavailable	5 / 0
2026-10-16	$-2.11	Unavailable	5 / 0
2026-10-17	$-2.11	Unavailable	5 / 0
2026-10-18	$-2.11	Unavailable	5 / 0
2026-10-19	$-2.11	Unavailable	5 / 0
2026-10-20	$-2.11	Unavailable	5 / 0
2026-10-21	$-2.11	Unavailable	5 / 0
2026-10-22	$-2.11	Unavailable	5 / 0
2026-10-23	$-2.11	Unavailable	5 / 0
2026-10-24	$-2.11	Unavailable	5 / 0

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	7	0	0
2026-06-01	9	0	0
2026-07-01	10	0	0
2026-08-01	10	0	0
2026-09-01	10	0	0
2026-10-01	10	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 10 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades2 maintains

Recent actions · Sep 25–Oct 24 · 2 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

H.C. WainwrightSep 25 · prior Jun 11

$45.00 → $60.00+33.3%

GuggenheimSep 25

$60.00New observation · no comparable prior

$0$33.00$66.00

1 raises · 0 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain cash and equivalents near $535 millionCash and cash equivalents: None 540.515M
Manage operating losses near or below $30 million per quarterOperating income: $-34.994M

Next proof point

Nov 5, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.3%Typical daily move · historical

Downside history

-46.9%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

DAMORA THERAPEUTICS INC outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a high-risk, loss-making development-stage business, not a proven durable compounder. Its long-term thesis is marked intact, but confidence is low and management execution remains volatile.

What's priced into DAMORA THERAPEUTICS INC

The snapshot does not provide a valuation level or specific market expectations, so whether DMRA is cheap or expensive versus peers cannot be assessed. No fragility gates fired, but that does not resolve the uncertainty around its losses or development plans.

What the fundamentals likely do

Near term, operating losses and negative cash flow remain persistent, and the latest quarter recorded negative operating cash flow. Management has reported cash intended to support development of DMR-001 into Phase 3, but follow-through beyond that initial statement is unconfirmed; recent CEO and CFO changes add execution uncertainty.

What DAMORA THERAPEUTICS INC hinges on

The multi-year thesis hinges on maintaining liquidity, controlling losses, and advancing DMR-001, with limited evidence so far on delivery. Near term, a guidance cut or further weakness in jobs data could weigh on the business outlook, while strength among healthcare bellwethers may support sector momentum.