Stocks/NTHI

NTHI

Neonc Technologies Holdings, Inc.
Healthcare·Biotechnology
$4.64
$93M market cap
Revenue
$0.0M
Free Cash Flow
$-10.6M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Neonc Technologies Holdings, Inc. develops novel molecular technology that provides enhanced targeted delivery of technologies for treating central nervous system diseases. Its lead products in development include NEO100, which is in Phase 2a clinical trials for treating glioblastoma; and NEO212, a covalently conjugated molecule combining the chemotherapeutic drug temozolomide with perillyl alcohol that is completed preclinical testing. The company was incorporated in 2023 and is based in Los An

2-Year Price History

$5.34-40.9%
$4.0$6.0$8.0$10volApr 25Jun 25Aug 25Oct 25Dec 25Feb 26Apr 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-7.0-7.1-8.8-7.0-7.0-0.00.10.423.3-610.5%-6.0x--
Act2025-Q40.0-14.3-13.7-15.5-3.6-3.6-0.00.16.319.2-867.7%-29.8x--

Valuation & Metrics

Market Stats

Price$4.64
Market Cap$93M
Enterprise Value$93M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-11.4%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-24.3M
Free Cash Flow$-10.6M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-739.1%
WC Change % Rev0.0%
Interest Coverage-12.9x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.3M
Days to Cover3.9
Change (vs Prior)-24.5%
Need at least 2 settlement dates for chart

Employees

Headcount8
Revenue / Employee$0
Gross Profit / Employee$-3,998

Cash Runway

0.2months
CRITICAL

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
14.1%(+13.6% YoY)
17 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
4.1%(+4.1% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
0.6%(+0.6% YoY)
2 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-032025-062025-092025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Cinctive Capital Management LP$10.0M$7.01+$10.0M+$10.0M+2.0%$1.51B
BANK OF AMERICA CORP /DE/$1.7M$3.78+$78K+$1.7M-0.1%$1.36T
VANGUARD CAPITAL MANAGEMENT LLCPassive$1.5M$7.01+$1.5M+$1.5M$4.04T
BlackRock, Inc.Passive$1.1M$8.81−$71K+$1.1M-0.2%$5.69T
Hudson Bay Capital Management LP$962K$7.01+$1.0M+$962K+1.9%$15.12B
GEODE CAPITAL MANAGEMENT, LLCPassive$890K$8.97+$47K+$890K+2.3%$1.61T
MILLENNIUM MANAGEMENT LLC$836K$5.85+$554K+$836K-0.5%$127.40B
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$638K$7.01+$638K+$638K-0.6%$77.14B
VANGUARD FIDUCIARY TRUST COPassive$393K$7.01+$393K+$393K$395.83B
MORGAN STANLEY$364K$7.21+$306K+$364K-0.3%$1.65T
683 Capital Management, LLC$351K$8.27−$24K+$351K-2.2%$1.02B
Westmount Partners, LLC$304K$3.82+$0+$185K-0.1%$405M
STATE STREET CORPPassive$303K$9.01+$0+$303K-0.2%$2.89T
GOLDMAN SACHS GROUP INC$249K$7.54+$144K+$249K-0.2%$760.93B
NORTHERN TRUST CORPPassive$163K$8.99+$0+$163K-0.2%$755.34B
ROYAL BANK OF CANADA$117K$4.82−$0−$13K-0.2%$526.36B
HCR Wealth Advisors$105K$3.57+$0+$105K-2.0%$964M
MARSHALL WACE, LLP$88K$7.01+$88K+$88K+0.6%$92.71B
HRT FINANCIAL LP$80K$7.01+$80K+$80K-0.6%$39.46B
BARCLAYS PLC$57K$8.28−$8K+$57K-0.1%$279.69B
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)BULLISH
Holders
+1.30%
avg per quarter
Holders (ex-self)
+1.31%
excl. this stock
Buyers (this Q)
+1.73%
13 buyers · $0.01B in
Sellers (this Q)
-1.41%
5 sellers · $0.00B out
alpha coverage: 90% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+2.2%
how holders react when this stock falls
On quiet Qs
+11.0%
−10% to +10% baseline
On rallies (+10%+)
+43.8%
how they react when this stock rises
Holders' portfolio flow this Q
-8.1%
outflows — trims may be forced
Sellers' portfolio flow this Q
+1.2%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-12.8%
Holder mid (any stock)
-16.7%
Holder rally (any stock)
-24.9%

Top Holders Over Time

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

0527K1.1M1.6M2.1M$3.57$4.95$6.32$7.70$9.082025-032025-062025-092025-122026-03
hover the chart for per-quarter detailprice (right axis)
Cinctive Capital Management LP1.4MHighPoint Advisor Group LLCBANK OF AMERICA CORP /DE/235KHudson Bay Capital Management LP147KMILLENNIUM MANAGEMENT LLC119K683 Capital Management, LLC50KGlobal Retirement Partners, LLCWestmount Partners, LLC43KMORGAN STANLEY52KGOLDMAN SACHS GROUP INC36K

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (3 analysts)$16.0024480.0%
Last Year (3 analysts)$16.0024480.0%
Current Price$4.64

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$22K
2 txns · 2 insiders · 3,100 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$185K
2 txns · 1 insider · 30,000 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-11-24BUYHeshmatpour Amir Fdirector, 10 percent owner, officer: President6,000$6.51$39K$19.48M
2025-11-21BUYHeshmatpour Amir Fdirector, 10 percent owner, officer: President24,000$6.07$146K$18.12M
2025-11-20BUYNeman-Ebrahim Youshaofficer: Chief Clinical Officer1,100$6.69$7K$898K
2025-05-23BUYHeshmatpour Amir Fdirector, officer: President2,000$7.39$15K$13.03M

Order Flow (FINRA, ~3w lag)

32.7%retail+7.3pp
17.6%dark+2.4pp
week of 2026-04-13
0%10%20%30%40%50%25-0425-0625-0825-1025-1226-0226-04retail (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

NEONC TECHNOLOGIES HOLDINGS, INC.: A Masterclass in Insider Enrichment and Toxic Financing

Overall Risk
9/10
Fraud
7/10
Dilution
10/10
Insolvency
10/10
Earnings Overstated
2/10
Hidden Liabilities
7/10
Legal
8/10
Audit Warnings
9/10
Hidden Upside
3/10
Contextually Acceptable
2/10