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Lantern Pharma, Inc. (LTRN)
NASDAQ:LTRN
US Market
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Lantern Pharma (LTRN) AI Stock Analysis

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LTRN

Lantern Pharma

(NASDAQ:LTRN)

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Neutral 42 (OpenAI - 5.2)
Rating:42Neutral
Price Target:
$2.50
▼(-9.09% Downside)
Action:Reiterated
Date:08/04/26
The score is held down primarily by weak financial performance (no revenue, ongoing losses, and heavy cash burn requiring external funding). Technicals also remain negative with price below key moving averages and a negative MACD, despite oversold readings. Corporate events provide a modest offset via recent financing and the AI platform spinoff strategy, while valuation is difficult to assess meaningfully due to negative earnings and no dividend yield data.
Positive Factors
AI platform spinoff and licensing
Separating the RADR/withZeta.ai capability into Open‑Medicine AI (OMAI) creates a standalone commercial vehicle and licensing path. That structure provides durable monetization optionality, expands addressable markets beyond Lantern’s pipeline, and preserves strategic ties to Lantern’s clinical programs.
Negative Factors
Chronic cash burn
Persistent negative operating and free cash flow means the business cannot self-fund development. Losses translate into real cash usage, which forces repeated capital raises or partner deals, increasing dilution risk and constraining long-term planning if clinical milestones slip or market conditions tighten.
Read all positive and negative factors
Positive Factors
Negative Factors
AI platform spinoff and licensing
Separating the RADR/withZeta.ai capability into Open‑Medicine AI (OMAI) creates a standalone commercial vehicle and licensing path. That structure provides durable monetization optionality, expands addressable markets beyond Lantern’s pipeline, and preserves strategic ties to Lantern’s clinical programs.
Read all positive factors

Lantern Pharma (LTRN) vs. SPDR S&P 500 ETF (SPY)

Lantern Pharma Business Overview & Revenue Model

Company Description
Lantern Pharma Inc. is a clinical-stage biotechnology firm dedicated to revolutionizing drug development through the strategic application of artificial intelligence, machine learning, and comprehensive genomic data analysis. Their primary drug ca...
How the Company Makes Money
As a clinical-stage oncology biotechnology company, Lantern Pharma does not primarily generate recurring revenue from commercial product sales because its drug candidates are in development and not broadly marketed as approved therapies. If specif...

Lantern Pharma Earnings Call Summary

Earnings Call Date:Nov 13, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Aug 14, 2026
Earnings Call Sentiment Positive
The earnings call highlighted significant achievements in clinical trial results and regulatory progress, along with advancements in AI platform commercialization. Financial stability was noted, but there is a requirement for additional funding in the near future.
Positive Updates
Successful LP-184 Phase Ia Clinical Trial
The LP-184 Phase Ia clinical trial successfully achieved all primary endpoints, demonstrating a 48% clinical benefit rate in evaluable cancer patients who received doses at or above the therapeutic threshold.
Negative Updates
Decrease in R&D Expenses
R&D expenses decreased to $2.4 million from $3.7 million year-over-year, primarily due to reductions in research study and materials expenses, consulting, and payroll.
Read all updates
Q3-2025 Updates
Negative
Successful LP-184 Phase Ia Clinical Trial
The LP-184 Phase Ia clinical trial successfully achieved all primary endpoints, demonstrating a 48% clinical benefit rate in evaluable cancer patients who received doses at or above the therapeutic threshold.
Read all positive updates
Company Guidance
During Lantern Pharma's third quarter 2025 earnings call, the company highlighted several key metrics and milestones, signaling a transformative period. The LP-184 Phase Ia clinical trial achieved all primary endpoints with a 48% clinical benefit rate in cancer patients, particularly those with DNA damage repair mutations. The company also advanced its AI platform, RADR, and outlined future plans for its CNS-focused subsidiary, Starlight Therapeutics. Financially, Lantern reported a net loss of $4.2 million, or $0.39 per share, for the quarter, with $12.4 million in cash and equivalents, providing runway until the third quarter of 2026. The company also discussed its strategic approach to drug development, leveraging AI to identify high-probability success areas, and detailed upcoming clinical trials targeting a combined market opportunity exceeding $7 billion.

Lantern Pharma Financial Statement Overview

Summary
Financial performance is weak for a development-stage biotech: no revenue across periods, persistent net losses (TTM net loss about $15.9M), and consistently negative operating/free cash flow indicating ongoing funding reliance. Low stated leverage (very low debt-to-equity) is a positive, but heavy cash burn and continued losses dominate.
Income Statement
18
Very Negative
Balance Sheet
52
Neutral
Cash Flow
12
Very Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-3.85K0.000.00-174.84K0.000.00
EBITDA-15.90M-17.10M-20.76M-15.79M-14.05M-12.36M
Net Income-15.91M-17.12M-20.78M-15.96M-14.26M-12.36M
Balance Sheet
Total Assets7.22M11.04M25.57M43.65M58.84M73.95M
Cash, Cash Equivalents and Short-Term Investments6.32M10.12M24.01M41.30M55.20M70.73M
Total Debt59.08K78.54M243.66K234.47K52.89K204.95K
Total Liabilities3.78M4.50M4.38M2.74M2.80M2.38M
Stockholders Equity3.45M6.53M21.19M40.91M56.04M71.57M
Cash Flow
Free Cash Flow-15.07M-15.68M-17.83M-14.37M-12.80M-10.61M
Operating Cash Flow-15.07M-15.68M-17.81M-14.35M-12.77M-10.59M
Investing Cash Flow12.07M11.06M3.37M-930.21K179.27K-19.53M
Financing Cash Flow1.50M1.50M66.71K-500.00K-2.18M63.42M

Lantern Pharma Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2.75
Price Trends
50DMA
3.38
Negative
100DMA
2.86
Negative
200DMA
3.06
Negative
Market Momentum
MACD
-0.16
Negative
RSI
44.10
Neutral
STOCH
75.92
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LTRN, the sentiment is Negative. The current price of 2.75 is below the 20-day moving average (MA) of 2.80, below the 50-day MA of 3.38, and below the 200-day MA of 3.06, indicating a neutral trend. The MACD of -0.16 indicates Negative momentum. The RSI at 44.10 is Neutral, neither overbought nor oversold. The STOCH value of 75.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LTRN.

Lantern Pharma Risk Analysis

Lantern Pharma disclosed 72 risk factors in its most recent earnings report. Lantern Pharma 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 1 New Risks
1.
Unfavorable geopolitical and macroeconomic developments could adversely affect our business, financial condition or results of operations. Q4, 2023

Lantern Pharma Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
56
Neutral
$50.46M-3.46-138.61%520.42%16.12%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
47
Neutral
$5.74M-0.08166.67%-81.82%31.28%
44
Neutral
$86.34M-2.22-284.80%16.55%
42
Neutral
$36.49M-1.94-198.35%21.67%
41
Neutral
$18.25M-0.37-217.27%-74.39%
41
Neutral
$16.97M-0.15-4086.31%-73.57%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LTRN
Lantern Pharma
2.81
-1.52
-35.10%
SKYE
Skye Bioscience
0.53
-2.98
-84.84%
BCAB
BioAtla
3.47
-14.66
-80.86%
RNXT
RenovoRx
1.16
0.04
4.04%
MAIA
MAIA Biotechnology, Inc.
1.41
-0.08
-5.37%
MDCX
Medicus Pharma Ltd
0.32
-1.65
-83.71%

Lantern Pharma Corporate Events

Business Operations and StrategyM&A TransactionsPrivate Placements and Financing
Lantern Pharma Spins Off Open-Medicine AI Platform
Positive
Aug 3, 2026
Lantern Pharma Inc., listed on Nasdaq as LTRN, is a clinical-stage precision oncology company that uses artificial intelligence and machine learning to accelerate cancer drug development. Its pipeline includes investigational therapies LP-184, LP-...
Business Operations and StrategyRegulatory Filings and Compliance
Lantern Pharma Highlights Harmonic LP-300 Phase 2 Progress
Positive
Jun 2, 2026
On June 1, 2026, Lantern Pharma Inc. used an investor-style presentation to support discussions of its Harmonic Phase 2 clinical trial evaluating LP-300. The materials were provided to stakeholders as part of a regulatory filing, underscoring the ...
Business Operations and StrategyPrivate Placements and Financing
Lantern Pharma raises capital, plans AI platform spinoff
Positive
May 14, 2026
On May 12, 2026, Lantern Pharma entered into a securities purchase agreement with institutional investors for a registered direct offering of common shares and pre-funded warrants, which closed on May 14, 2026 and generated approximately $4.4 mill...
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.Date of analysis: Aug 04, 2026