Faeth Therapeutics (FTH)
Develops PIKTOR, an oral cancer regimen designed to block multiple PAM-pathway nodes.
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Develops PIKTOR, an investigational oral cancer regimen combining serabelisib and sapanisertib, while advancing preclinical NEAAR and IEM programs. With no product revenue or commercial sales organization, its model finances clinical development while relying on licensed rights and external research, trial, and manufacturing partners.
Develops cancer therapeutics around PIKTOR, an investigational oral combination of serabelisib and sapanisertib that targets several points in the PI3K/AKT/mTOR pathway. Its clinical programs study PIKTOR in advanced endometrial cancer and HR-positive/HER2-negative advanced breast cancer; its earlier work includes the preclinical NEAAR and IEM programs. Based in Austin, Texas, it has development rights for PIKTOR components worldwide within licensed fields.
Runs a focused, pre-revenue development model, relying on CROs, clinical sites, consultants, suppliers, and contract manufacturers rather than a commercial sales organization. Progress depends on clinical evidence, regulatory approval, reliable supply of both active ingredients, licensed rights from Takeda and Millennium Takeda, and external execution.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | Guggenheim | Initiate | Rating: —Target: — | Target: $70 |
| Sep 14, 2026 | UBS | Target | Target: — | Target: $59 |
| Sep 9, 2026 | Cowen & Co. | Initiate | Rating: — | |
| Aug 21, 2026 | Needham | Initiate | Rating: —Target: — | Target: $56 |
| Jul 31, 2026 | Raymond James | Initiate | Rating: —Target: — | Target: $56 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $186.4M · Total debt $592.0K · Total assets $189.3M · Shareholders' equity $173.0M
- Revenue
- $0
- Operating income
- −$18.4M
- Net income
- −$16.0M
No dividends on record.
| Insiders | 0.16% | 42.6K shares | |
|---|---|---|---|
| 1 holder · as of Sep 15, 2026 | |||
| Strategic holders | 17.78% | 4.60M shares | |
| 2 holders · as of Jun 23, 2026 | |||
| Other | 82.06% | 21.20M shares | |
| remainder | |||
25.84M company shares as of Sep 22, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
S2G Investments, LLCStrategic | 9.97% | 2.58M | filed Jun 23, 2026 |
Suvretta Capital Management, LLCStrategic | 7.82% | 2.02M | filed Jun 23, 2026 |
Khosla Ventures VI, LPInstitution | 6.36% | 1.64M | filed Aug 14, 2026 |
Karen H. VousdenInsiderdirector | 0.16% | 42,631 | filed Sep 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Faeth Therapeutics | $32.55 | −2.22% | $858.2M | — | — | — | — |
| Celcuity | $83.59 | −0.49% | $4.10B | — | — | — | — |
| Novartis (ADR) | $141.17 | +0.13% | $267.96B | 21.3 | 15.0 | 4.8 | +0.9% |
| AstraZeneca (ADR) | $168.41 | +0.18% | $260.70B | 25.2 | 15.8 | 4.2 | +6.4% |
| Relay Therapeutics | $18.39 | +1.10% | $3.99B | — | — | 385.1 | −48.3% |
| Eli Lilly | $1,166.55 | +0.14% | $1.10T | 39.1 | 28.5 | 13.8 | +47.7% |
| OnKure Therapeutics | $3.00 | −1.88% | $123.9M | — | — | — | — |
| Median | 25.2 | 15.8 | 9.3 | +3.7% |