Stocks/ENTX

ENTX

Entera Bio Ltd.
Healthcare·Biotechnology
$1.35
$66M market cap
Claude Rating
3/10SELL
Revenue
$0.0M
Free Cash Flow
$-9.6M
Rev Growth
-100.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
$0.85
Upside
-37.0%

Entera Bio Ltd., a clinical-stage biopharmaceutical company, focuses on the development and commercialization of orally delivered large molecule therapeutics for unmet medical needs. The company's lead product candidates include the EB612, which is in Phase II clinical trials for the treatment of hypoparathyroidism; and EB613 that has completed Phase II clinical trials for the treatment of osteoporosis, as well as is in Phase I clinical trials for the treatment of non-union fractures. The compan

2-Year Price History

$1.24-38.0%
$1.5$2.0$2.5$3.0volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Est2027-Q30.1-5.0---5.1---4.8-0.0-25.4----------
Est2027-Q20.1-4.8---4.9---4.5-0.0-20.6----------
Est2027-Q10.1-4.5---4.6---4.3-0.0-16.1----------
Est2026-Q40.1-4.0---4.1---3.8-0.0-11.9----------
Est2026-Q30.1-3.5---3.6---3.3-0.0-8.1----------
Est2026-Q20.0-3.3---3.4---3.2-0.0-4.9----------
Est2026-Q10.0-3.2---3.2---3.0-0.0-1.7----------
Act2026-Q10.0-3.5-3.5-3.5-3.1-3.1-0.04.10.547.8-341.4%----
Est2025-Q40.0-3.0---3.1---2.9-0.01.3----------
Act2025-Q40.0-3.0-3.0-3.0-2.0-2.1-0.07.10.546.2-181.7%----
Act2025-Q30.0-3.2-3.3-3.2-2.7-2.8-0.18.60.247.1-150.0%----
Act2025-Q20.0-2.7-2.7-2.7-1.7-1.7-0.010.90.246.8-98.3%----
Act2025-Q10.0-2.6-2.6-2.6-1.4-1.4-0.012.60.243.4-77.7%----
Act2024-Q40.1-2.3-2.3-2.4-1.5-1.5-0.08.70.337.7-472.6%-332.3x--
Act2024-Q30.0-3.0-3.0-3.0-2.2-2.2-0.06.90.337.6<-999%----
Act2024-Q20.1-2.2-2.2-2.2-1.3-1.3-0.09.10.337.1-342.7%----
Act2024-Q10.0-2.1-2.1-2.0-1.9-1.9-0.09.30.436.7-280.5%----
Act2023-Q40.0-2.0-2.0-2.0-2.5-2.5-0.011.00.429.7-173.8%-60.9x--
Act2023-Q30.0-2.3-2.4-2.4-1.5-1.5-0.07.60.428.8<-999%----
Act2023-Q20.0-2.3-2.3-2.3-1.5-1.5-0.09.10.528.8<-999%----
Act2023-Q10.0-2.2-2.2-2.2-1.6-1.6-0.010.70.128.8<-999%----
Act2022-Q40.0-3.1-3.1-3.0-1.9-1.9-0.012.30.128.8<-999%----
Act2022-Q30.0-2.9-2.9-3.1-2.9-2.9-0.014.30.128.8<-999%-356.1x--
Act2022-Q20.0-3.2-3.3-3.2-2.7-2.7-0.017.30.228.8-323.0%----
Act2022-Q10.1-3.8-3.8-3.8-4.8-4.8-0.020.10.228.8-230.1%----
Historical Valuation

Multiples vs the company's own history — cheap or rich relative to itself? Historical fiscal years, then TTM, then forward projections (E). Forward rows hold today's price against projected earnings, so the multiple compresses if the company grows into it.

YearPriceRev GrEBITDA %EBITDAEV/EBITDAEV/FCFP/EP/S
20220.73-9666.4%-13n/mn/mn/m217.2×
20230.60-100.0%-9n/mn/mn/m
20242.12-5270.2%-10n/mn/mn/m380.6×
20251.94-76.8%-27245.2%-11n/mn/mn/m>999×
TTM1.35-100.0%-120.0×0.0×0.0×
2026E1.35-87.2%-00.0×0.0×0.0×0.0×

EBITDA in reporting-currency $M. Historical multiples use year-end market cap (split-adjusted price history); TTM & forward years use today's.

AI Analysis

LLM Evaluations

Claude3/10SELLFV: $0.85

Entera Bio is a speculative, pre-revenue clinical-stage biotech burning ~$10-12M annually with only $8.6M in cash and no clear path to Phase 3 funding without massive dilution. While the oral teriparatide concept addresses a real unmet need (injection burden in osteoporosis), the company faces a multi-year funding gap: Phase 3 topline data isn't expected until H2 2028, requiring at least $50-80M in additional capital. With 47M shares outstanding and a 30M share ATM authorized, dilution will be extreme. The streamlined FDA pathway is genuinely positive, but the stock at ~$1.35/share already prices in significant option value. The 25%+ annual dilution rate, going concern qualification, zero revenue, and competitive threats from approved injectables (Forteo, Tymlos, Yorvipath) make this a poor risk/reward for fundamental investors. This is essentially a binary bet on clinical success years away, funded by continuous shareholder dilution.

Catalyst Positive Phase 3 initiation and interim BMD data from EB613, or a licensing/partnership deal with a major pharma that provides non-dilutive funding and validates the oral delivery platform.
Risk Inability to raise sufficient capital to fund Phase 3 through topline results in H2 2028, leading to either severely dilutive financing at distressed valuations, predatory deal terms, or outright insolvency.
Trend
DETERIORATING
Mgmt
4/10
Quarter
3/10
Exp. Move
-5.0%

Valuation & Metrics

Market Stats

Price$1.35
Market Cap$66M
Enterprise Value$63M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-14.5%
Dividend Yield (TTM)--
Annual Dilution10.1%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-12.4M
Free Cash Flow$-9.6M

Revenue Growth (YoY)-100.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-192.8%
WC Change % Rev0.0%
Interest Coverage--

DCF Fair Value Estimate

$-0.95
-170.6% upside
Fair Enterprise Value$-455M
− Net Debt$-4M
= Fair Equity$-46M
Revenue Growth30.0% → 8.0%
FCF Margin0.0% → 20.0%
Discount Rate18.0%
Terminal EV/FCF25.0x

Forward Outlook & Risk

Short Interest

Short % of Float0.5%
Short Shares0.2M
Days to Cover1.0
Change (vs Prior)-0.3%
Short % Float History
0.50%+0.10pp
0.1%0.2%0.3%0.4%0.5%04-3007-1509-1511-1401-1504-30

Options

Call IV (ATM)--
Put IV (ATM)--
ATM Spread--
Call $OI (near money)$2K
Put $OI (near money)$0
ATM ExpiryJuly 17, 2026 (56D)
ATM Strike$1.0
Major Expirations2
Near-money chain · July 17, 2026
StrikeCall Bid/AskCall OIPut Bid/AskPut OI
$1.00--/$3.300--/$3.000
$2.00--/$4.500--/$3.800
$3.00--/$0.2070--/$4.700
$4.00--/$4.400$0.45/$5.000
Snapshot: 2026-05-22

Forward Projections & Estimates

NTM Revenue Growth+0.0%
Forward FCF Margin-8750.0%
Forward EBITDA Margin-9250.0%
Forward P/FCF--
Forward EV/FCF--
Forward Int. Coverage-1850.0x
Model Risk Score10/10
Bankruptcy Odds35%
Est. Borrow Rate100.0%
Terminal EV/FCF25.0x
LT Growth15.0%
LT FCF Margin20.0%

Employees

Headcount18
Revenue / Employee$0
Gross Profit / Employee$-833
2022: 20 → 2023: 19 → 2024: 20 → 2025: 176,750 (1968% CAGR)

Cash Runway

5.2months
CRITICAL

Institutional Ownership

Headline & net flow

NET SELLING

In Q1 2026 so far (quarter still filing), institutions are net sellers — bought 2.1% of float, sold 6.3%. 2 filers moved >1% of shares (0 buying, 2 selling).

Net flow · Q1 2026still filing
-4.2% of float (net)
Bought 2.1% · Sold 6.3%
25 filers reported (last quarter: 22)

Ownership composition

Active
14.0%(-14.0% YoY)
22 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.3%(-0.3% YoY)
2 filers
Vanguard, iShares, SPDR
Market makers
0.1%(-0.1% YoY)
2 filers
Citadel, Susquehanna
Insiders
3.5%
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Knoll Capital Management, LLC$6.5M$1.49+$0+$0-5.3%$180M
RENAISSANCE TECHNOLOGIES LLC$526K$1.08+$406K+$455K+1.2%$63.91B
Parkman Healthcare Partners LLC$320K$1.81+$15K−$168K-2.1%$965M
CITADEL ADVISORS LLC$273K$1.17+$228K+$273K-0.4%$138.22B
Seven Fleet Capital Management LP$228K$1.66+$78K+$228K+44.8%$315M
MARSHALL WACE, LLP$217K$1.92−$479K+$217K+0.6%$92.71B
NORTHERN TRUST CORPPassive$163K$2.12−$2K−$58K-0.2%$755.34B
XTX Topco Ltd$146K$1.11+$134K+$134K-1.9%$5.74B
Schonfeld Strategic Advisors LLC$61K$1.84−$601K−$604K+1.3%$12.20B
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$53K$1.90+$0+$0+0.1%$4.93B
HighTower Advisors, LLC$41K$1.76−$7K+$21K-0.2%$93.93B
JANE STREET GROUP, LLCMM$37K$1.93−$46K+$37K-0.1%$92.10B
DIADEMA PARTNERS LP$26K$1.11+$26K+$26K+2.6%$224M
GEODE CAPITAL MANAGEMENT, LLCPassive$23K$2.12+$0+$0+2.3%$1.61T
Gem Investment Advisors, LLC$21K$1.94+$0+$21K+5.7%$102M
HRT FINANCIAL LP$17K$0.78−$12K+$17K-0.6%$39.46B
Point72 Asset Management, L.P.$14K$1.70−$1.3M−$3.0M+0.9%$54.88B
BANK OF AMERICA CORP /DE/$13K$1.74−$3K−$21K-0.1%$1.36T
PNC FINANCIAL SERVICES GROUP, INC.$11K$2.38+$0+$0+0.3%$173.16B
JPMORGAN CHASE & CO$7K$1.12+$8K+$7K-0.2%$1.47T
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-2.98%
avg per quarter
Holders (ex-self)
-2.83%
excl. this stock
Buyers (this Q)
+0.23%
8 buyers · $0.00B in
Sellers (this Q)
+0.90%
9 sellers · $0.00B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-9.3%
how holders react when this stock falls
On quiet Qs
-35.1%
−10% to +10% baseline
On rallies (+10%+)
-11.6%
how they react when this stock rises
Holders' portfolio flow this Q
+0.7%
inflows — adds are organic
Sellers' portfolio flow this Q
-14.8%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
+7.3%
Holder mid (any stock)
-1.2%
Holder rally (any stock)
+0.1%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

02.5M4.9M7.4M9.8M$0.60$1.17$1.73$2.30$2.872021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
Knoll Capital Management, LLC5.9MRA CAPITAL MANAGEMENT, L.P.Point72 Asset Management, L.P.12KARK Investment Management LLCSchonfeld Strategic Advisors LLC55KMARSHALL WACE, LLP196KParkman Healthcare Partners LLC289KRENAISSANCE TECHNOLOGIES LLC473KCITADEL ADVISORS LLC246KPerigon Wealth Management, LLC

Analyst Coverage

Analyst Coverage
Analyst Ratings
4
Buy: 4Consensus: Buy
Consensus Estimates
QuarterRevenueEBITDANet IncEPSEPS Range# Analysts
2025 Q30M0M-4M$-0.09$-0.09 – $-0.091
2025 Q40M0M-4M$-0.09$-0.09 – $-0.091
2026 Q10M0M-4M$-0.08$-0.08 – $-0.081
2026 Q20M0M-4M$-0.08$-0.08 – $-0.081
2026 Q30M0M-4M$-0.08$-0.08 – $-0.081
2026 Q40M0M-4M$-0.09$-0.09 – $-0.091
2027 Q10M0M-6M$-0.13$-0.13 – $-0.131
2027 Q20M0M-6M$-0.13$-0.13 – $-0.131
2027 Q30M0M-7M$-0.15$-0.15 – $-0.151
2027 Q40M0M-8M$-0.16$-0.16 – $-0.161

Corporate

Executive Compensation (2022-2024)

Direct Pay$0.0M
Incentive & Other$0.0M
Total Compensation$0.0M
% of Revenue2.9%

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$121K
6 txns · 4 insiders · 86,500 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2026-03-09BUYGermano Geno Jdirector20,000$1.30$26K$52K
2026-03-05BUYEllis Seandirector10,000$1.23$12K$231K
2026-02-10BUYGermano Geno Jdirector20,000$1.49$30K$0
2026-02-10BUYTaitel Hayadirector7,500$1.48$11K$0
2026-02-09BUYEllis Seandirector18,000$1.24$22K$221K
2025-12-29BUYToledano Miranda Jaynedirector, officer: Chief Executive Officer11,000$1.81$20K$772K

Order Flow (FINRA, ~3w lag)

46.9%retail+11.7pp
2.0%dark-6.0pp
week of 2026-04-13
0%20%40%60%80%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

ENTERA BIO LTD.: Desperate Liquidity Measures and Regional Warfare Threaten Clinical Survival

Overall Risk
9/10
Fraud
3/10
Dilution
10/10
Insolvency
9/10
Earnings Overstated
2/10
Hidden Liabilities
4/10
Legal
6/10
Audit Warnings
9/10
Hidden Upside
4/10
Contextually Acceptable
3/10

Counter-Thesis

Counter-Thesis & Recent News

📰 Recent News

On March 4, 2026, Entera Bio submitted a streamlined Phase 3 protocol to the FDA for its lead candidate EB613 (oral teriparatide). The redesign uses total hip Bone Mineral Density (BMD) at 12 months as the primary endpoint—a shift enabled by the FDA's December 2025 qualification of BMD as a surrogate endpoint. This change is expected to accelerate the timeline for topline data to H2 2028, roughly one year earlier than previously projected. Additionally, the company is moving a single-tablet 'Next-Gen' formulation directly into Phase 3, simplifying future commercialization (Source: TipRanks, Stock Titan).

🐻 Bear Case

The bear thesis centers on a precarious cash runway and the 'pre-revenue' trap. As of late 2025, Entera reported approximately $16.6 million in cash, which is only expected to fund operations through mid-Q3 2026. With Phase 3 trials not expected to yield topline results until 2028, bears argue that massive dilutive financing is inevitable. Furthermore, technical indicators remain bearish, with the stock recently breaking its lower Bollinger Band and showing a negative MACD (Source: MarketBeat, Tickeron).

🚩 Red Flags

A primary red flag is the looming 'funding gap' between the current cash exhaustion date (mid-2026) and the start of dosing for Phase 3 (late 2026). This creates a high risk of a 'going concern' qualification or predatory financing. Additionally, the company reported $0 revenue in recent quarters, making it entirely dependent on capital markets for survival (Source: Intellectia.AI, FirstWord Pharma).

⚔️ Competitive Threats

Entera faces intense competition from established injectable anabolic therapies like Forteo (Eli Lilly) and Tymlos (Radius Health). In the hypoparathyroidism space (EB612), they must contend with Ascendis Pharma’s recently approved Yorvipath and AstraZeneca’s acquisition of Amolyt Pharma, both of which target the same PTH-replacement market but with injectable formats that have already cleared regulatory hurdles (Source: TradingView, TipRanks).

💬 Customer Sentiment

Sentiment among clinical analysts and potential 'customers' (physicians/patients) remains highly positive regarding the delivery method. There is a documented 'injection burden' for the estimated 200 million women worldwide with osteoporosis; an oral anabolic option could significantly improve real-world adherence. Recent social media and insider tracking also noted a 11,000-share purchase by CEO Miranda Toledano in late 2025, signaling internal confidence that may counter negative retail sentiment (Source: Quiver Quantitative, TradingView).