Thesis status
NEEDS_MORE_DATA → INTACT
Current stock research snapshot · 7/31/26 26 days old
LTRNLantern Pharma
Investment conviction●●○○○2 of 5 · current snapshot
Research target$18Current stock price target
Investment thesis statusINTACTLast reviewed 7/31/26
Market cap$33MSnapshot value · 7/31/26
Research history
See all LTRN changes ↗What changed
Healthspan taxonomy seed — see taxonomy_path
Lantern Pharma Q2 2026 earnings; AI drug development pipeline (LP-284, LP-184); trial enrollment milestones
Thesis breaks if L858R HR 0.37 advantage decays beyond n=9, a general-purpose AI platform reproduces discovery-compression without Lantern's oncology dataset, or cash falls below ~$3M forcing distressed dilution. (vault 2026-08)
Neutral — Q2 earnings Aug 14: AI spin-out OMAI highlighted but $7.4M cash runway flagged as bearish. [X search Aug 2026]
Snapshot · 7/31/26🟢 Lean-Bull · ins+$0.2M(2buy👥) · 13F 13+/7-×0.5 · short↑0.31
Snapshot · 7/31/26