Gossamer Bio Inc (GOSS)
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We found at least one documented issue that threatens the company itself — regardless of how the stock is currently valued.
Red here is not a judgment on the price and not a verdict on the science — the seralutinib signals in the risk subgroup deserve to be taken seriously, and the open regulatory path is a genuine opportunity. Red follows from four documented findings on substance, each of which would carry the rating on its own: a stockholders' deficit of $161.5 million as of March 31, 2026; an explicit going-concern statement in the quarterly report and the auditor's report; a cash runway well under four quarters against continuing outflows and a monthly-tested minimum liquidity of $40 million; and a listing deadline of October 5, 2026 whose only extension would require a move to the Nasdaq Capital Market, which in turn triggers a cash repurchase offer on the new notes. If approval arrives together with durable financing, this rating deserves a fresh look. Until then the substance itself is at stake, not merely the price. The decision is yours.
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On February 23, 2026 the pivotal Phase 3 study of Gossamer Bio missed its primary endpoint: a p-value of 0.0320 against a prespecified threshold of 0.025. Five months later the company reports that the FDA treats the degree of statistical significance and the size of the effect as questions of review rather than of filing — the NDA is planned for September 2026; it has not been submitted, let alone accepted. The same filing reports the end of the Chiesi partnership: on July 23, 2026 Gossamer terminated the agreement, took back worldwide rights, and switched off its only source of revenue: $55.5 million over twelve months. What remains is $57.0 million in cash against a contractual minimum liquidity of $40 million, a stockholders' deficit of $161.5 million, and a Nasdaq deadline of October 5, 2026. Not investment advice — just the question of what arrives first here: the approval or the bill.
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Stock Watch
This analysis is as of July 28, 2026. Stock Watch will tell you what's changed at GOSS since then.
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Appears in These Scanners
This stock currently matches 15 of our scanner strategies — each hit links to the scanner.
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. Scanners marked in red are red-flag signals (risk/short scanners) — appearing there is not a seal of approval. View all scanners
Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 0.17 $ — 1% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
This stock currently pays no dividend.
Quality & Screener
AI Rating
Uses AIGossamer Bio verkauft keine KI-Produkte und nennt KI auch nicht als Bedrohung des eigenen Biotech-Geschäftsmodells, erklärt im Geschäftsbericht (10-K) für 2025 aber ausdrücklich, KI punktuell im eigenen Betrieb einzusetzen — der einzige belastbare KI-Bezug in den sechs ausgewerteten Berichten, ohne Angabe zu Anwendungsfeld oder Umfang.
View the full file — quotes, sources, reviewed filings
„In addition, we selectively use artificial intelligence, or AI, in our business."
Darüber hinaus setzen wir in unserem Geschäftsbetrieb punktuell Künstliche Intelligenz (KI) ein.
„Further, the cost to comply with such laws, regulations, or decisions and/or guidance interpreting existing laws, could be significant and would increase our operating expenses (such as by imposing additional reporting obligations regarding our use of AI)."
Zudem könnten die Kosten für die Einhaltung solcher Gesetze, Vorschriften oder Entscheidungen bzw. Auslegungshinweise zu bestehenden Gesetzen erheblich sein und unsere Betriebsausgaben erhöhen (etwa durch zusätzliche Berichtspflichten zu unserem Einsatz von KI).
Filings Reviewed: 10-Q 2026-05-15 · 10-Q 2025-11-05 · 10-Q 2025-08-05 · 10-Q 2025-05-15 · 10-K 2026-03-17 · 10-K 2025-03-13
Rated on July 28, 2026 · How the Rating Is Built
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Analysts & Price Target
The price target sits 2,170.6% above the current price.
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Next Reporting Date
- Expected Earnings per Share
- -0.10 $
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | -0.15 | – | 9 | 38.30 | -352.20 | -36 | -36 |
| 2025: Q1 | -0.16 | – | 10 | – | -370.50 | -40 | -40 |
| 2025: Q2 | -0.17 | -181.60 | 12 | -88.00 | -333.10 | -47 | -47 |
| 2025: Q3 | -0.21 | – | 13 | 40.20 | -362.70 | -36 | -36 |
| 2025: Q4 | -0.21 | – | 14 | 47.10 | -342.30 | -48 | -48 |
| 2026: Q1 | -0.20 | – | 17 | 71.50 | -275.20 | -39 | -39 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Assessment: Opportunities & Risks
After the Pre-NDA Type B meeting in mid-June 2026 the FDA, per the minutes, characterized the degree of statistical significance and the magnitude of the treatment effect in PROSERA as questions of review rather than of filing (8-K of July 27, 2026). The application is planned for September 2026 — as of the data cut-off it has therefore neither been submitted nor accepted for filing by the agency; only upon acceptance would a decision in the third quarter of 2027 be possible. After a trial that missed its primary endpoint, that is considerably more than the base case.
On February 23, 2026 the Phase 3 PROSERA study produced a treatment effect of +13.3 meters of walking distance at a p-value of 0.0320 — the prespecified threshold was α = 0.025. The primary endpoint is therefore missed and the secondary endpoints are formally uninterpretable. The signals in the prespecified risk subgroup (+20.0 meters, n = 234) and in the NT-proBNP biomarker (−120.4 ng/L) are consistent, but they do not replace the evidence that was missed.
As of March 31, 2026 there was a stockholders' deficit of $161.5 million (end of 2024: positive $29.5 million), an accumulated deficit of $1,485.6 million, and an explicit going-concern statement in the quarterly report and in the auditor's report on the 2025 annual report. Cash and marketable securities fell within six months from $136.9 million to a preliminary $57.0 million.
The indenture of June 4, 2026 requires minimum liquidity of $40 million, tested monthly and first for the fiscal month ending June 30, 2026 — with $57.0 million on hand and a recent quarterly burn of about $42 million there is little room. Lowering the threshold to $20 million or $10 million requires equity raises of $100 million to $150 million and written FDA confirmation of acceptance by December 1, 2026.
The note exchange of June 4, 2026 lifted the share count from 234,696,282 to 488,846,722; up to 667 million further shares can arise from conversions and warrants, and authorized capital was raised to 4 billion. In parallel the Nasdaq compliance date of October 5, 2026 runs for a $1.00 minimum bid price; the most recent price recorded in a mandatory filing was $0.1351 on July 24, 2026 (Schedule I to the SC 13D/A). A second 180-day period is available only on a move to the Nasdaq Capital Market — which triggers a cash repurchase offer on the new notes.
All reported revenue came from the Chiesi agreement: $114.7 million in 2024, $48.5 million in 2025 and $17.0 million in the first quarter of 2026; on a rolling basis the twelve months to March 31, 2026 came to $55.5 million. With the termination on July 23, 2026 that line ends; the offset is a one-time $5 million, and Gossamer now carries the development and pre-commercial costs alone.
Gossamer Bio is the acquittal trap in its purest form: the announcement of July 27, 2026 — an NDA planned for September, worldwide rights back, $5 million from Chiesi — is real and relevant. It changes nothing about the numbers underneath: a stockholders' deficit of $161.5 million, a going-concern statement, $57.0 million of cash against a monthly-tested $40 million covenant, a Nasdaq deadline of October 5, 2026, and a share count that jumped to 488,846,722 in a single day, June 4, 2026. Whoever invests here buys a sequence: submission in September, acceptance for filing and written FDA confirmation by December, a capital raise before the covenant breaks, approval in 2027. Not investment advice.
- Gossamer Bio did not reach our research list through a ranked list — the company appears in none of our stock scanners (as of July 28, 2026; the lists are recomputed daily), which is to be expected given no product revenue, a loss and negative equity. The hook was the EDGAR filing stream: a single Form 8-K of July 27, 2026 carrying six item numbers at once.
- This analysis deliberately quotes no market capitalization and no derived multiple. The reason: the most recent price recorded in a mandatory filing ($0.1351 on July 24, 2026, Schedule I to the SC 13D/A) multiplied by 488,846,722 shares gives about $66 million, while market data show about $97.5 million for the same period — a divergence of roughly 48 percent and thus far more than one fifth. On top of that an authorized but unexecuted reverse split is pending.
- Every date in this analysis is sourced from a mandatory filing: NDA submission planned for September 2026, FDA acceptance confirmation as a covenant condition by December 1, 2026, Nasdaq compliance date October 5, 2026, springing maturity of the new notes March 2, 2027, maturity of the old notes June 2027. Not to be confused: Gossamer Bio, Inc. (GOSS) is not the same as similarly named private companies without SEC registration.
About the Company
Gossamer Bio, Inc., ein biopharmazeutisches Unternehmen in der klinischen Phase, konzentriert sich auf die Entwicklung und Vermarktung von Seralutinib zur Behandlung von pulmonaler Hypertonie und pulmonal-arterieller Hypertonie in den USA.
| Employees | 161 |
|---|---|
| Headquarters | San Diego, CA |
| Website | gossamerbio.com |
| IPO Date | 8. Feb 2019 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Faheem Hasnain | Co-Founder, CEO, President & Chairman | 1958 |
| Bryan Giraudo | COO & CFO | 1975 |
| Robert Paul Smith Jr. | Chief Commercial Officer | 1969 |
| Christian Waage J.D. | Executive VP, General Counsel & Secretary | 1967 |
| Jeanine Anthony | Senior Vice President of Marketing | – |
| Deanna Weber | Executive Vice President of Human Resources | – |
| Robert F. Roscigno Ph.D. | Senior Vice President of Clinical Development of Pulmonary Vascular Disease | 1966 |
| Caryn L. Peterson | Chief Development Officer | 1959 |
| Kelly Dawson | Senior Vice President of Program Team Lead | – |
| Conor O'Donovan | Senior Vice President of Regulatory Affairs | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.