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LONA · NASDAQ · Biotechnology

LeonaBio (LONA)

Develops lasofoxifene for metastatic breast cancer and ATH-1105 for ALS.

$6.20
vs last close−0.13 (−2.05%)
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LeonaBio, Inc.LONA
Health Care

Advances lasofoxifene for ESR1-mutated metastatic breast cancer alongside ATH-1105 for ALS. The clinical-stage company relies on licensed rights for lasofoxifene outside Asia and certain Middle East countries.

Develops a pair of clinical-stage small-molecule programs: lasofoxifene for ESR1-mutated metastatic breast cancer and ATH-1105 for ALS. Lasofoxifene is being studied with abemaciclib in ELAINE-3, while ATH-1105 is being prepared for an ALS clinical study.

The oncology program was in-licensed from Sermonix and Ligand; the company holds development and commercialization rights outside Asia and certain Middle East countries. Its portfolio therefore spans oncology and neurodegeneration rather than a single therapeutic area.

Operations are based in Bothell, Washington, with a small development team. Clinical execution and territorial license rights for lasofoxifene shape the business.

Company facts

CEOMark Litton, Ph.D.
ListedSep 18, 2020
ExchangeNASDAQ
HeadquartersBothell, WA
CountryUnited States
Employees19
CIK0001620463
ISINUS04746L2034

Market cap$25.0M
EPS (ttm)−$32.78
P/E (ttm)−0.1931
ROE-411.6%
P/B0.7431
P/S—
Dividend yieldDiv yield—
Beta0.81vs XLV 0.20

Price target$17.50+176.5%Average of 8 analysts
ConsensusBuy5 of 8 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 19, 2026Mizuho SecuritiesTarget
Target: $10
Target: $15
Jul 30, 2026CitigroupUpgrade
Rating: —
Rating: Outperform
Jul 30, 2026CitizensUpgrade
Rating: Market Perform
Rating: Market Outperform
May 27, 2026Piper SandlerTarget
Target: —
Target: $20
Feb 19, 2026MizuhoUpgrade
Rating: Neutral
Rating: Outperform

Next report
Nov 5, 26
in 44 days
EPS estimate
−$0.69
Revenue estimate
—
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported−$3.90−$2.30−$1.80−$1.68−$18.92−$1.73−$0.80Pending
Estimate−$0.45−$2.00−$1.80−$1.06−$1.35−$2.28−$1.39−$0.69
Surprise−766.7%−15.0%0.0%−58.5%−1,300.3%+24.0%+42.4%—

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported———————Pending
Estimate————————
Surprise————————
Estimate−$0.69
ReportedDue Nov 5, 2026
Estimate—
ReportedDue Nov 5, 2026
View details

Debt to equity1.70%
Current ratio701.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$0$0$0$0$0$0$0$0
Net income−$28.7M−$15.0M−$9.1M−$7.0M−$6.6M−$82.9M−$32.9M−$19.0M
Net margin————————

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$29.6M−$15.6M−$9.5M−$7.3M−$6.9M−$78.6M−$18.1M−$19.5M
YoY growthLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss narrowedLoss widenedLoss widenedLoss widened

Balance sheet, Jun 30, 2026Cash & short-term investments $51.1M · Total debt $577.0K · Total assets $56.9M · Shareholders' equity $33.6M

Revenue
$0
Operating income
−$19.5M
Net income
−$19.0M
View details

No dividends on record.

Insiders1.41%133.2K shares
5 holders · as of Mar 5, 2026
Strategic holders27.46%2.59M shares
2 holders · as of May 15, 2026
Other71.13%6.70M shares
remainder

9.42M company shares as of Sep 22, 2026 · holders as of their latest filing

Two share counts disagree (9.42M in the company's Sep 22, 2026 report, 3.94M elsewhere); stakes use the report.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Perceptive Advisors LLCStrategicdirector, 10 percent owner
19.73%1.86Mfiled Dec 23, 2025
ADAR1 Capital Management, LLCStrategic
7.72%727,481filed May 15, 2026
Mark James LittonInsiderdirector, officer: PRESIDENT and CEO
0.61%57,926filed Mar 5, 2026
Kevin ChurchInsiderofficer: CHIEF SCIENTIFIC OFFICER
0.27%25,178filed Mar 5, 2026
Mark WorthingtonInsiderofficer: GENERAL COUNSEL and CCO
0.20%18,376filed Mar 5, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 4, 2026Martin Javier Sanofficer: CHIEF MEDICAL OFFICER−1,720$5.37
Mar 4, 2026Kevin Churchofficer: CHIEF SCIENTIFIC OFFICER−1,359$5.37
Mar 4, 2026Mark Worthingtonofficer: GENERAL COUNSEL and CCO−1,328$5.37
Mar 4, 2026Robert Renningerofficer: CHIEF FINANCIAL OFFICER−906$5.37
Mar 4, 2026Mark James Littondirector, officer: PRESIDENT and CEO−5,156$5.37
View details

  • Eli Lilly

    Approved oral ER antagonist for ESR1-mutated metastatic disease

  • Arvinas

    Approved ER degrader for ESR1-mutated metastatic breast cancer

  • AstraZeneca (ADR)

    Phase 3 oral SERD for emerging ESR1-mutated advanced breast cancer

  • Olema Pharmaceuticals

    Late-stage oral ER therapy for ER-positive metastatic breast cancer

  • Biogen

    Commercial ALS therapy targeting the SOD1 genetic subtype

  • Ionis Pharmaceuticals

    Phase 3 RNA-targeted therapy for FUS-mutation ALS

Compare

CompanyPriceChange
LeonaBio$6.20−2.05%$25.0M————
Eli Lilly$1,166.02+0.10%$1.10T39.128.513.8+47.7%
Arvinas$8.41+1.33%$535.5M51.9—1.7+1,014.7%
AstraZeneca (ADR)$168.41+0.18%$260.70B25.215.84.2+6.4%
Olema Pharmaceuticals$9.65+0.25%$841.2M————
Biogen$225.10+2.75%$32.37B38.817.03.3+3.4%
Ionis Pharmaceuticals$45.18+0.62%$7.46B——8.5−40.7%
Median38.917.04.2+6.4%