Reading SRRK? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SRRK free→Reading SRRK? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SRRK free→NASDAQHealth CareBiotechnologySnapshot 2026-06-16
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is neutral. Earnings quality can't be assessed since the company was unprofitable over the past year. Management's recent track record has been fairly steady. Risk is elevated, and the sector backdrop is a headwind. Compared with sector peers, SRRK is below typical. There is no valuation input available. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $45.92. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 50% of the time over the next year (vs 57% for the rest of the cohort, n=3115).
Over the trailing year it converted 0.74x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates.
7 material management or governance events in the past 24 months, led by legal/regulatory items. Historically, Health Care names rated neutral grew net income 58% of the time over the next year (vs 50% for the rest of the cohort, n=842).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.84 → $-0.84 (+0.0% / 30d). 3 raised, 3 cut, 11 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$153.
How much price usually moves either way.
On a bad day, this stock has moved -$522.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $3,486.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
No named catalysts to watch right now. Check back after the next earnings report.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for SRRK yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 7, 2026, Scholar Rock Holding Corporation (the “Company”) issued a press release announcing its financial and operating results for the quarter ended March 31, 2026. A copy of the press release is being furnished as Exhibit 99.1 to this Report on Form 8-K. The information in this Report on Form 8-K and Exhibit 99.1 attached hereto is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities E…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Biotechnology.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
SRRK Scholar Rock Holding Corp. | Below typical Show detailsSector percentile: 22 of 100 | — | elevated |
ABBV AbbVie | Above typical Show detailsSector percentile: 85 of 100 | fair | low |
AMGN Amgen | Above typical Show detailsSector percentile: 78 of 100 | full | moderate |
GILD Gilead Sciences | Above typical Show detailsSector percentile: 100 of 100 | fair | moderate |
VRTX Vertex Pharmaceuticals | Above typical Show detailsSector percentile: 80 of 100 | expensive | moderate |
Not investment advice. As of 2026-06-16.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Prepare for the U.S. launch of apitegromab by the September 30th PDUFA date.
Manage financial resources to extend the cash runway into 2027.
Resubmit the Biologics License Application (BLA) for apitegromab to the FDA.
Other Events. On March 31, 2026, the Company announced that it resubmitted its BLA to the FDA for apitegromab for the treatment of children and adults with SMA. The Company anticipates FDA acceptance within 30 days and a review period of up to six months from the date of resubmission, with a Prescription Drug User Fee Act (“PDUFA”) action date expected in late September 2026. Cautionary Notes on Forward-Looking Statements This Current Report on Form 8-K contains “forward-looking statements” w…
Results of Operations and Financial Condition. On March 3, 2026, Scholar Rock Holding Corporation (the “Company”) issued a press release announcing its financial and operating results for the year ended December 31, 2025 and to provide a business update. A copy of the press release is being furnished as Exhibit 99.1 to this Report on Form 8-K.
of the Current Report on Form 8-K filed on March 3, 2026 (the “Original Form 8-K”) solely to correct an error in the Earnings Release furnished as Exhibit 99.1 thereto (the “Exhibit”). As previously furnished, the Exhibit reflected a scrivener’s error relating to the net loss per common share for the quarter ended December 31, 2025 and the weighted average common shares outstanding, basic and diluted, for the quarter ended December 31, 2025, which has been corrected on Exhibit 99.1 to this Am…
Results of Operations and Financial Condition. On January 12, 2026, Scholar Rock Holding Corporation (the “Company”) issued a press release announcing its preliminary cash balance as of December 31, 2025, a business update and further details on its 2026 strategic priorities. Although it has not finalized its full financial results for the fourth quarter and fiscal year ended December 31, 2025, the Company announced on January 12, 2026, that it estimates it had approximately $365 million…