OKUR
OnKure Therapeutics, Inc.Healthcare·Biotechnology
$4.20
$57M market cap
Revenue
$0.0M
Free Cash Flow
$-24.5M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--
OnKure, Inc. engages in the discovery and development of oncology-precision medicines for the treatment of cancer. The company focuses on developing selective inhibitors of histone deacetylases. Its portfolio includes OKI-179, an inhibitor for the treatment of both hematological and solid tumors. The company was incorporated in 2011 and is based in Boulder, Colorado.
2-Year Price History
$4.21-74.8%
Quarterly Financials & Projections
Quarterly Waterfall ($ M)
| Period | Rev | EBITDA | OpIn | NI | OCF | FCF | CapEx | Cash | Debt | Shares | ROIC | IntCov | EV/EBITDA | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Act | 2026-Q1 | 0.0 | -15.4 | -15.6 | -15.2 | -12.9 | -12.9 | -0.0 | 192.1 | 0.4 | 13.7 | -42.6% | -- | -- |
| Act | 2025-Q4 | 0.0 | -13.3 | -14.1 | -13.5 | -11.5 | -11.5 | -0.0 | 59.1 | 0.6 | 13.5 | -300.4% | -2215.8x | -- |
Valuation & Metrics
Market Stats
Price$4.20
Market Cap$57M
Enterprise Value$-134M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-42.6%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD
TTM Financial Snapshot
Revenue$0.0M
Net Income$-28.7M
Free Cash Flow$-24.5M
Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-171.5%
WC Change % Rev0.0%
Interest Coverage-4784.5x
Forward Outlook & Risk
Short Interest
Short % of Float--
Short Shares0.1M
Days to Cover1.0
Change (vs Prior)+48.7%
Need at least 2 settlement dates for chart
Employees
Headcount46
Revenue / Employee$0
Gross Profit / Employee$-4,413
Institutional Ownership
Headline & net flow
NEUTRAL
Net flow · —still filing
No float data — flow unavailable.
Ownership composition
Active
195.3%(+112.7% YoY)
42 filers
hedge / family / endowment
Retail funds
—
Fidelity, Schwab, 401(k)
Passive
6.0%(-0.9% YoY)
7 filers
Vanguard, iShares, SPDR
Market makers
0.2%(+0.2% YoY)
1 filers
Citadel, Susquehanna
Insiders
—
Form 4 — latest per insider
ActiveRetail fundsPassiveMarket makersRetail direct
Top holders
| Fund | $ value | Cost basis | Δ QoQ | Δ YoY | α life | Fund AUM |
|---|---|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | $16.6M | $4.14 | +$16.6M | +$16.6M | -4.4% | $9.44B |
| ACORN CAPITAL ADVISORS, LLC | $11.8M | $5.54 | +$0 | +$5.8M | +6.9% | $352M |
| StepStone Group LP | $11.0M | $4.96 | +$9.0M | +$9.0M | -5.2% | $207M |
| ADAR1 Capital Management, LLC | $10.1M | $3.63 | +$5.9M | +$10.0M | +8.3% | $1.64B |
| Prosight Management, LP | $8.9M | $3.90 | +$5.5M | +$8.1M | -16.0% | $610M |
| BVF INC/IL | $8.2M | $4.14 | +$8.2M | +$8.2M | -0.4% | $3.14B |
| Vivo Capital, LLC | $8.0M | $4.14 | +$8.0M | +$8.0M | -7.0% | $1.20B |
| Vestal Point Capital, LP | $7.6M | $5.68 | +$5.0M | +$5.0M | -0.1% | $3.58B |
| Foresite Capital Management VI LLC | $6.0M | $4.14 | +$6.0M | +$6.0M | +9.3% | $460M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $5.0M | $4.14 | +$5.0M | +$5.0M | -0.1% | $64.61B |
| Sio Capital Management, LLC | $4.5M | $4.14 | +$4.5M | +$4.5M | -1.2% | $694M |
| VANGUARD CAPITAL MANAGEMENT LLCPassive | $2.4M | $4.14 | +$2.4M | +$2.4M | — | $4.04T |
| NEA Management Company, LLC | $2.0M | $8.60 | +$0 | +$0 | -3.5% | $1.76B |
| Rosalind Advisors, Inc. | $1.8M | $2.90 | −$1.2M | +$1.8M | +1.2% | $244M |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | $3.90 | +$538K | +$1.4M | +1.2% | $63.91B |
| Carlyle Group L.P. | $1.1M | $8.60 | +$0 | +$0 | -7.9% | $10.62B |
| Affinity Asset Advisors, LLC | $998K | $5.87 | −$443K | −$634K | +0.5% | $1.60B |
| Sofinnova Investments, Inc. | $587K | $4.14 | +$587K | +$587K | +2.6% | $1.94B |
| Stonepine Capital Management, LLC | $549K | $4.14 | +$549K | +$549K | -5.9% | $113M |
| Shay Capital LLC | $547K | $2.83 | −$2.7M | −$78K | +0.3% | $704M |
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
-1.39%
avg per quarter
Holders (ex-self)
-1.20%
excl. this stock
Buyers (this Q)
-2.29%
26 buyers · $0.08B in
Sellers (this Q)
-0.68%
16 sellers · $0.00B out
alpha coverage: 98% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-24.0%
how holders react when this stock falls
On quiet Qs
-14.5%
−10% to +10% baseline
On rallies (+10%+)
+23.9%
how they react when this stock rises
Holders' portfolio flow this Q
+5.4%
inflows — adds are organic
Sellers' portfolio flow this Q
+1.9%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
+4.3%
Holder mid (any stock)
-2.0%
Holder rally (any stock)
-7.3%
Biggest decreases this quarter
Shay Capital LLC−$2.7Mα+0.3HIGHBRIDGE CAPITAL MANAGEMENT LLCexited−$1.6MCANTOR FITZGERALD, L. P.−$1.4Mα-3.1Rosalind Advisors, Inc.−$1.2Mα+1.2Affinity Asset Advisors, LLC−$443Kα+0.5Rangeley Capital, LLC−$207Kα-1.3SPHERA FUNDS MANAGEMENT LTD.exited−$175KHSBC HOLDINGS PLCexited−$58KBlackRock, Inc.−$13Kα-0.2FMR LLCexited−$1K
New buyers this quarter
RA CAPITAL MANAGEMENT, L.P.+$0.02Bα-4.4BVF INC/IL+$0.01Bα-0.4Vivo Capital, LLC+$0.01Bα-7.0Foresite Capital Management VI LLC+$0.01Bα+9.3ADAGE CAPITAL PARTNERS GP, L.L.C.+$0.00Bα-0.1Sio Capital Management, LLC+$0.00Bα-1.2VANGUARD CAPITAL MANAGEMENT LLC+$0.00BSofinnova Investments, Inc.+$0.00Bα+2.6Stonepine Capital Management, LLC+$0.00Bα-5.9
Top-5 holders · 51.7%
RA CAPITAL MANAGEMENT, L.P.--
ACORN CAPITAL ADVISORS, LLC--
StepStone Group LP--
ADAR1 Capital Management, LLC--
Prosight Management, LP--
Top Holders Over Time
5-year share-count history (top 10 holders by peak, incl. exited) + price
hover the chart for per-quarter detailprice (right axis)
RA CAPITAL MANAGEMENT, L.P.4.0MCormorant Asset Management, LLC—ACORN CAPITAL ADVISORS, LLC2.8MStepStone Group LP2.7MADAR1 Capital Management, LLC2.4MProsight Management, LP2.2MCITADEL ADVISORS LLC38KPERCEPTIVE ADVISORS LLC—BVF INC/IL2.0MVivo Capital, LLC1.9M
Analyst Coverage
Analyst Coverage
Analyst Ratings
2
Buy: 2Consensus: Buy
Corporate
Insider Trading (last 12mo)
Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$5K
8 txns · 2 insiders · 1,558 sh
Recent transactions
| Date | Side | Insider | Title | Shares | Price | Dollars | Owned $ |
|---|---|---|---|---|---|---|---|
| 2026-03-23 | SELL | Leverone Jason A. | officer: Chief Financial Officer | 301 | $4.16 | $1K | $67K |
| 2026-03-23 | SELL | Saccomano Nicholas A | director, officer: President and CEO | 86 | $4.16 | $357 | $30K |
| 2025-12-22 | SELL | Leverone Jason A. | officer: Chief Financial Officer | 302 | $2.97 | $896 | $48K |
| 2025-12-22 | SELL | Saccomano Nicholas A | director, officer: President and CEO | 87 | $2.97 | $258 | $22K |
| 2025-09-22 | SELL | Leverone Jason A. | officer: Chief Financial Officer | 303 | $2.62 | $795 | $33K |
| 2025-09-22 | SELL | Saccomano Nicholas A | director, officer: President and CEO | 88 | $2.62 | $231 | $9K |
| 2025-06-23 | SELL | Leverone Jason A. | officer: Chief Financial Officer | 303 | $2.38 | $722 | $31K |
| 2025-06-23 | SELL | Saccomano Nicholas A | director, officer: President and CEO | 88 | $2.38 | $210 | $9K |
Order Flow (FINRA, ~3w lag)
16.8%retail-17.8pp
28.3%dark-0.2pp
week of 2026-04-13
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
OnKure Therapeutics: A High-Burn Reverse Merger Burdened by Class Action Litigation
Overall Risk
8/10
Fraud
4/10
Dilution
9/10
Insolvency
7/10
Earnings Overstated
2/10
Hidden Liabilities
6/10
Legal
7/10
Audit Warnings
5/10
Hidden Upside
3/10
Contextually Acceptable
6/10