Sionna Therapeutics, Inc. (SION)
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
NASDAQHealth CareBiotechnologySnapshot 2026-10-29
Research Workspace
Put SION beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Manage operating losses and cash burn: Operating income: $-32.47M.
View ThesisThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 93% in its worst 12-month stretch.
View RiskSION’s thesis rests on managing operating losses and cash burn while advancing its CF drug pivot. Revenue growth is not shown, and Q2 FY2026 earnings missed consensus. The desk cannot anchor a clean valuation multiple against peers. Its estimate is low-confidence, with price roughly in line with forecast growth. Our model puts the next-quarter miss probability near 53%. Operating income was $-32.47M, and staff cuts may increase cash burn and operational risks. Peer multiples imply a price about 38% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. SION is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering SION (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for SION in the last 4 months.
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Compare SION with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SION Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put SION next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Manage operating losses and cash burn
Staff cuts may increase cash burn and operational risks.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $4.00
The last 12 months of price, then the range of analyst 12-month targets from today’s $4.00.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Threatens: Advance clinical NBD1 stabilizer programs with topline data in 2026
Trial miss impacts advancement of NBD1 stabilizer programs.

Buy rating supports positive outlook for SION.
Rating cut indicates potential concerns about performance.
Reaffirmed buy rating is a positive signal.