OnKure Therapeutics, Inc.
OKUR · Pharmaceutical Preparations · 40.4M shares · +14%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$127K (gross $4M, SBC $5M)
Reference price $4.40 · est. market cap ~$178M — last insider sale, 2026-06-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D44Clinical/early-stage biotech — oncology clinical, well-funded.
Strengths
- Liquidity — current ratio 10.3 (80th)
Risks
- Pre-revenue, deep losses — per metrics
- Pre-revenue/clinical-stage — history of losses & need for capital per risk factors
- Binary clinical & funding risk — per 10-K
Notable findings
- Going concernOur management has concluded that due to our need for additional capital, and the uncertainties surrounding our ability to raise such funding, substantial doubt exists as to our ability to continue as
- Cash burnNegative free cash flow (-51.9M)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, FMR LLC
- Chronic dilutionShare count +14%/yr over 4y (dilution, book value/share -78%)
- Insider sellingInsider selling — 4 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, last 6mo) Form 4 ↗
- Notable holderHeld by 3 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, STATE STREET CORP (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: STATE STREET CORP
Key metrics
Return on equity
-105.9%
Return on assets
-95.8%
Current ratio
10.3×
Free cash flow
-$52M
EBITDA
-$63M
Tangible book value
$56M
Cash & investments
$59M
Cash runway
5q
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Saccomano Nicholas A | Sell | 86 | $4.40 |
| 2026-06-22 | Leverone Jason A. | Sell | 303 | $4.40 |
| 2026-03-23 | Leverone Jason A. | Sell | 301 | $4.16 |
| 2026-03-23 | Saccomano Nicholas A | Sell | 86 | $4.16 |
| 2025-12-31 | Manke Isaac | Grant | 5.3K | — |
| 2025-12-31 | Mathers Edward T | Grant | 3.9K | — |
| 2025-12-22 | Leverone Jason A. | Sell | 302 | $2.97 |
| 2025-12-22 | Saccomano Nicholas A | Sell | 87 | $2.97 |
| 2025-09-30 | Manke Isaac | Grant | 5.5K | — |
| 2025-09-30 | Mathers Edward T | Grant | 4.1K | — |
| 2025-09-22 | Leverone Jason A. | Sell | 303 | $2.62 |
| 2025-09-22 | Saccomano Nicholas A | Sell | 88 | $2.62 |
| 2025-06-30 | Mathers Edward T | Grant | 4.7K | — |
| 2025-06-30 | Manke Isaac | Grant | 6.3K | — |
| 2025-06-23 | Saccomano Nicholas A | Sell | 88 | $2.38 |
| 2025-06-23 | Leverone Jason A. | Sell | 303 | $2.38 |
| 2025-05-15 | ACORN BIOVENTURES, L.P. | Buy | 1.1M | $1.85 |
| 2025-05-15 | Cormorant Asset Management, LP | Sell | 1.8M | $1.85 |
| 2025-05-15 | ACORN BIOVENTURES, L.P. | Buy | 270K | $1.85 |
| 2025-05-12 | Cormorant Asset Management, LP | Sell | 24K | $1.99 |
| 2025-04-07 | Leverone Jason A. | Sell | 1.8K | $2.67 |
| 2025-04-07 | Saccomano Nicholas A | Sell | 516 | $2.67 |
| 2025-04-04 | Saccomano Nicholas A | Sell | 358 | $3.33 |
| 2025-04-04 | Leverone Jason A. | Sell | 1.3K | $3.33 |
| 2025-03-31 | Manke Isaac | Grant | 3.5K | — |
| 2025-03-31 | Mathers Edward T | Grant | 2.6K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-04 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-05-05 | ResultsExhibits | filing ↗ |
| 2026-03-30 | Material agreement3.02Exec/director changeOtherExhibits | filing ↗ |
| 2026-03-12 | ResultsExhibits | filing ↗ |
| 2025-11-06 | Material agreementExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
| 2025-08-12 | ResultsExhibits | filing ↗ |
| 2025-06-26 | Reg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-03 | 0001193125-26-257423 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001193125-26-206345 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001193125-26-206396 ↗ |
| 8-K | 2026-03-30 | 2026-03-27 | 0001193125-26-130283 ↗ |
| 10-K | 2026-03-12 | 2025-12-31 | 0001193125-26-104147 ↗ |
| 8-K | 2026-03-12 | 2026-03-12 | 0001193125-26-104104 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-269468 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-269652 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001193125-25-269540 ↗ |
| 8-K | 2025-08-12 | 2025-08-12 | 0001193125-25-178978 ↗ |
| 10-Q | 2025-08-12 | 2025-06-30 | 0001193125-25-178981 ↗ |
| 8-K | 2025-06-26 | 2025-06-26 | 0000950170-25-090403 ↗ |