Gossamer Bio (GOSS)
NASDAQ:GOSS
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Gossamer Bio
(NASDAQ:GOSS)
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Rating:43Neutral
Price Target:
$0.19
▼(-58.89% Downside)
Action:Reiterated
Date:05/19/26
The score is weighed down primarily by weak financial performance (large losses, significant cash burn, and negative equity) and a strongly bearish technical setup with the stock far below major moving averages. The latest earnings call adds some support via a clearer regulatory plan and cost/debt actions, but near-term runway and regulatory/execution risks remain high; valuation contributes limited support due to negative earnings and no dividend.
Positive Factors
Clinical efficacy & mechanistic imaging
Robust Phase III signals and CT FRI mechanistic data provide enduring scientific evidence tying structural lung improvements to clinical benefit. This strengthens the regulatory narrative, supports subgroup differentiation, and raises the long-term probability of an approvable label and targeted commercial value in defined PAH segments.
Negative Factors
Negative equity and high leverage
Eroded equity and substantial debt materially weaken financial flexibility. Persistent negative net worth amplifies dilution risk in future financings, strengthens creditor bargaining positions, and constrains the company's ability to invest in commercial scale-up or absorb trial setbacks without onerous capital solutions.
Read all positive and negative factors
Positive Factors
Negative Factors
Clinical efficacy & mechanistic imaging
Robust Phase III signals and CT FRI mechanistic data provide enduring scientific evidence tying structural lung improvements to clinical benefit. This strengthens the regulatory narrative, supports subgroup differentiation, and raises the long-term probability of an approvable label and targeted commercial value in defined PAH segments.
Read all positive factors
Gossamer Bio (GOSS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$51.14M
Dividend YieldN/A
Average Volume (3M)9.51M
Price to Earnings (P/E)―
Beta (1Y)1.31
Revenue Growth-55.42%
EPS Growth-248.85%
CountryUS
Employees144
SectorHealthcare
Sector Strength45
IndustryBiotechnology
Share Statistics
EPS (TTM)-0.79
Shares Outstanding234,696,270
10 Day Avg. Volume19,015,546
30 Day Avg. Volume9,508,980
Financial Highlights & Ratios
PEG Ratio-0.02
Price to Book (P/B)-5.77
Price to Sales (P/S)14.62
P/FCF Ratio-4.13
Enterprise Value/Market Cap4.13
Enterprise Value/Revenue3.81
Enterprise Value/Gross Profit3.82
Enterprise Value/Ebitda-1.25
Forecast
1Y Price Target
$5.32Price Target Upside1082.22% Upside
Rating ConsensusHold
Number of Analyst Covering6
EPS Forecast (FY)-0.41
Revenue Forecast (FY)$33.60M
Gossamer Bio Business Overview & Revenue Model
Company Description
Gossamer Bio, Inc., a clinical-stage biopharmaceutical company, focuses on discovering, acquiring, developing, and commercializing therapeutics in the disease areas of immunology, inflammation, and oncology in the United States. The company is dev...
How the Company Makes Money
As a clinical-stage biopharmaceutical company, Gossamer Bio has historically not had recurring revenue from marketed products; instead, it has funded operations primarily through external financing and, where applicable, collaboration-related paym...
Gossamer Bio Earnings Call Summary
Earnings Call Date:May 18, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 11, 2026
Earnings Call Sentiment Neutral
The call presented a mixed but constructive picture: clinically meaningful efficacy signals (including a traditional statistical threshold for 6MWD), supportive mechanistic CT FRI data across multiple lung compartments with clinical correlations, and decisive capital actions (debt reduction plan and cost containment) to preserve runway and focus on an NDA path. Counterbalancing these positives were key execution risks — the primary endpoint did not meet the prespecified alpha, a substantial workforce reduction was implemented, cash runway is short ($99M to Q1 2027), and the debt exchange depends on high noteholder participation and involves tradeoffs. Overall, the tone is cautious and pragmatic, emphasizing strengthened conviction in the program but acknowledging material near-term financial and regulatory risks.Positive Updates
Clinical Efficacy: 6-Minute Walk Distance Improvement
PROSERA Phase III showed a placebo-adjusted improvement of 13.3 meters in 6-minute walk distance (6MWD) at week 24: seralutinib improved 28.2 m from baseline vs 13.5 m for placebo (p = 0.032). The result met the traditional 0.05 significance threshold.
Negative Updates
Missed Prespecified Statistical Threshold
While the primary 6MWD p-value was 0.032 (meeting p<0.05), it did not meet the prespecified alpha of 0.025 required by the study design, creating regulatory and interpretive uncertainty for the primary endpoint.
Read all updates
Q1-2026 Updates
Positive
Negative
Clinical Efficacy: 6-Minute Walk Distance Improvement
PROSERA Phase III showed a placebo-adjusted improvement of 13.3 meters in 6-minute walk distance (6MWD) at week 24: seralutinib improved 28.2 m from baseline vs 13.5 m for placebo (p = 0.032). The result met the traditional 0.05 significance threshold.
Read all positive updates
Company Guidance
The company provided clear near‑term regulatory, clinical and financial guidance: a Type B pre‑NDA meeting (in‑person; briefing book submitted after an April 2026 request) is scheduled for mid‑June 2026 and the NDA submission target remains September 2026 (pathway: one adequate and well‑controlled study + confirmatory evidence from PROSERA and TORREY), with a potential approval in Q3 2027 if the meeting proceeds as expected; clinically, PROSERA showed a placebo‑adjusted 6‑minute walk distance benefit of 13.3 m at week 24 (seralutinib +28.2 m vs placebo +13.5 m; p=0.032, did not meet prespecified alpha 0.025), all four key secondaries favored seralutinib, a stronger effect was seen in a prespecified risk‑enriched subgroup, and the CT FRI substudy enrolled 162 patients with 125 evaluable paired scans at week 24 showing statistically significant multi‑compartment arterial, venous, fibrosis‑like and complexity remodeling signals; financially, cash and marketable securities totaled $99M as of March 31, 2026 with runway to Q1 2027, the company has cut operating expenses (including a reduction in force affecting ~50% of staff) and proposes a convertible note exchange that would reduce convertible debt from $200M to $72M (a $128M reduction), extend maturity to 2030, issue new secured notes bearing 7.5% cash interest paid semiannually secured by a first‑priority lien, and requires minimum 98% participation (may be waived).Gossamer Bio Financial Statement Overview
Summary
Income Statement
22
Negative
Balance Sheet
18
Very Negative
Cash Flow
16
Very Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 55.54M | 48.47M | 114.70M | 0.00 | 0.00 | 0.00 |
| Gross Profit | 55.30M | 47.47M | 114.70M | 0.00 | 0.00 | 0.00 |
| EBITDA | -169.76M | -162.25M | -39.97M | -161.92M | -211.07M | -209.40M |
| Net Income | -180.40M | -170.37M | -56.53M | -179.82M | -229.38M | -234.00M |
Balance Sheet | ||||||
| Total Assets | 128.90M | 172.25M | 315.29M | 311.92M | 272.45M | 343.66M |
| Cash, Cash Equivalents and Short-Term Investments | 99.22M | 136.93M | 294.52M | 296.43M | 255.68M | 325.22M |
| Total Debt | 202.93M | 201.97M | 202.88M | 212.46M | 225.74M | 185.24M |
| Total Liabilities | 290.38M | 295.01M | 285.80M | 249.15M | 260.37M | 222.19M |
| Stockholders Equity | -161.48M | -122.76M | 29.49M | 62.77M | 12.08M | 121.46M |
Cash Flow | ||||||
| Free Cash Flow | -170.32M | -171.34M | -3.47M | -159.16M | -187.51M | -190.51M |
| Operating Cash Flow | -170.26M | -171.27M | -3.47M | -159.16M | -187.03M | -188.89M |
| Investing Cash Flow | 175.90M | 156.36M | 29.02M | -110.97M | -1.03M | -117.43M |
| Financing Cash Flow | 6.43M | 6.42M | -11.49M | 190.15M | 117.09M | 3.33M |
Gossamer Bio Technical Analysis
Negative
0.45
Price Trends
0.34
Negative
1.04
Negative
1.91
Negative
Market Momentum
-0.05
Negative
35.76
Neutral
35.43
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GOSS, the sentiment is Negative. The current price of 0.45 is above the 20-day moving average (MA) of 0.28, above the 50-day MA of 0.34, and below the 200-day MA of 1.91, indicating a bearish trend. The MACD of -0.05 indicates Negative momentum. The RSI at 35.76 is Neutral, neither overbought nor oversold. The STOCH value of 35.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GOSS.
Gossamer Bio Risk Analysis
Gossamer Bio disclosed 79 risk factors in its most recent earnings report. Gossamer Bio reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Gossamer Bio Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
58 Neutral | $1.52B | -16.92 | -24.50% | ― | ― | -0.43% | |
53 Neutral | $807.68M | -10.79 | -36.61% | ― | -75.91% | -173.33% | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
47 Neutral | $1.04B | -10.17 | -87.19% | ― | ― | -12.97% | |
43 Neutral | $51.14M | ― | 174.85% | ― | -55.42% | -248.85% |
* Healthcare Sector Average
GOSS
Gossamer Bio
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Gossamer Bio Corporate Events
Business Operations and StrategyPrivate Placements and FinancingProduct-Related Announcements
Gossamer Bio Restructures Debt and Advances Seralutinib Program
Positive
May 18, 2026
On May 18, 2026, Gossamer Bio said it had entered a transaction support agreement with holders of about 75.2% of its 5.00% convertible senior notes due 2027, backing a complex exchange offer that would swap the existing notes into equity, new 7.50...
Delistings and Listing ChangesRegulatory Filings and Compliance
Gossamer Bio Receives Nasdaq Minimum Bid Price Deficiency Notice
Negative
Apr 9, 2026
On April 8, 2026, Gossamer Bio disclosed that it received a Nasdaq notice stating its shares failed to meet the $1.00 minimum bid price requirement for 30 consecutive business days from February 24 through April 7, 2026, though the notice does not...
Business Operations and StrategyProduct-Related Announcements
Gossamer Bio Reveals Mixed Phase 3 Seralutinib Results
Negative
Feb 23, 2026
On February 23, 2026, Gossamer Bio reported topline Phase 3 PROSERA data showing that seralutinib did not meet the prespecified statistical threshold on its primary endpoint of six‑minute walk distance at Week 24 in the overall pulmonary art...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.