Stocks/NXTC

NXTC

NextCure, Inc.
Healthcare·Biotechnology
$6.20
$17M market cap
Revenue
$0.0M
Free Cash Flow
$-21.0M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

NextCure, Inc., a clinical-stage biopharmaceutical company, engages in discovering and developing novel immunomedicines to treat cancer and other immune-related diseases by restoring normal immune function. Its lead product candidate is NC318, which is in Phase II clinical trials for the treatment of advanced or metastatic solid tumors. The company is also developing NC410, which is in Phase I for novel immunomedicine designed to block immune suppression mediated by an immune modulator called Le

2-Year Price History

$7.83-53.1%
$4.0$6.0$8.0$10$12$14$16$18$20volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-9.8-10.1-9.8-13.4-13.4-0.029.73.95.2-591.6%----
Act2025-Q40.0-9.4-9.8-9.4-7.6-7.6-0.041.85.23.5-236.4%----

Valuation & Metrics

Market Stats

Price$6.20
Market Cap$17M
Enterprise Value$-9M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-126.4%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-19.2M
Free Cash Flow$-21.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-414.0%
WC Change % Rev0.0%
Interest Coverage--

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.1M
Days to Cover1.0
Change (vs Prior)+0.2%
Need at least 2 settlement dates for chart

Employees

Headcount43
Revenue / Employee$0
Gross Profit / Employee$-6,581

Cash Runway

17.0months
WATCH

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
73.4%(+58.3% YoY)
22 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
8.9%(+6.4% YoY)
4 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
0 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-092025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Squadron Capital Management LLC$2.8M$13.82+$299K+$2.8M+18.4%$250M
Affinity Asset Advisors, LLC$2.6M$7.73−$58K+$2.6M+0.5%$1.60B
Ikarian Capital, LLC$2.5M$14.19+$0+$2.5M-8.9%$698M
Sofinnova Investments, Inc.$2.4M$5.86+$0+$2.4M+2.6%$1.94B
SILVERARC CAPITAL MANAGEMENT, LLC$1.9M$14.19+$0+$1.9M-0.2%$843M
VANGUARD CAPITAL MANAGEMENT LLCPassive$1.7M$10.68+$1.7M+$1.7M$4.04T
PFIZER INC$1.5M$5.86−$46K+$1.5M+4.4%$239M
Opaleye Management Inc.$1.5M$10.68+$1.5M+$1.5M+0.9%$759M
AWM Investment Company, Inc.$1.2M$14.19+$0+$1.2M-0.7%$903M
Exome Asset Management LLC$1.2M$14.19−$529K+$1.2M+3.2%$166M
BOOTHBAY FUND MANAGEMENT, LLC$744K$14.19+$0+$744K-0.4%$4.25B
RENAISSANCE TECHNOLOGIES LLC$647K$8.73+$287K+$647K+1.2%$63.91B
Verdad Advisers, LP$459K$10.68+$459K+$459K+1.5%$88.8M
GEODE CAPITAL MANAGEMENT, LLCPassive$327K$8.06+$85K+$327K+2.3%$1.61T
BlackRock, Inc.Passive$297K$5.86+$0+$297K-0.2%$5.69T
Woodline Partners LP$294K$10.68+$294K+$294K-0.1%$26.43B
CARDIFF PARK ADVISORS, LLC$233K$14.19+$0+$233K+1.9%$1.25B
ACADIAN ASSET MANAGEMENT LLC$199K$5.86−$83K+$199K-0.5%$70.48B
VANGUARD FIDUCIARY TRUST COPassive$168K$10.68+$171K+$168K$395.83B
CITADEL ADVISORS LLC$161K$10.68+$163K+$161K-0.4%$138.22B
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
+2.34%
avg per quarter
Holders (ex-self)
+2.44%
excl. this stock
Buyers (this Q)
+0.85%
7 buyers · $0.00B in
Sellers (this Q)
+2.40%
4 sellers · $0.00B out
alpha coverage: 92% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.2%
how holders react when this stock falls
On quiet Qs
-6.0%
−10% to +10% baseline
On rallies (+10%+)
+3.5%
how they react when this stock rises
Holders' portfolio flow this Q
-2.8%
outflows — trims may be forced
Sellers' portfolio flow this Q
-7.9%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-8.2%
Holder mid (any stock)
-6.0%
Holder rally (any stock)
-5.8%

Top Holders Over Time

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

0435K870K1.3M1.7M$5.86$7.94$10$12$142025-092025-122026-03
hover the chart for per-quarter detailprice (right axis)
Affinity Asset Advisors, LLC242KIkarian Capital, LLC238KSquadron Capital Management LLC265KSofinnova Investments, Inc.223KSILVERARC CAPITAL MANAGEMENT, LLC176KExome Asset Management LLC116KPFIZER INC153KAWM Investment Company, Inc.117KOpaleye Management Inc.141KBOOTHBAY FUND MANAGEMENT, LLC70K

Analyst Coverage

Analyst Coverage
Price Targets
Last Year (1 analysts)$15.0014190.0%
Current Price$6.20
Analyst Ratings
11
Buy: 11Hold: 1Sell: 1Consensus: Buy

Corporate

Order Flow (FINRA, ~3w lag)

27.7%retail-1.1pp
30.7%dark+10.3pp
week of 2026-04-13
0%10%20%30%40%50%25-0725-0925-1025-1226-0126-0326-04retail (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

NextCure, Inc.: Terminal Cash Burn and Severe Dilution Masked by Reverse Splits

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