Monopar Therapeutics Inc (MNPR)
🔔 Watch stock
symbol.quality_heading
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
The substance holds up. As of March 31, 2026 there is $137.5 million of liquidity against $2.589 million of liabilities, no interest-bearing debt, no going-concern warning and a runway management itself puts at least through December 31, 2027 — measured against the $12.2 million outflow of 2025, that is years rather than quarters. What is open is an operating question, and it is the largest one available: the company has never earned revenue, and the entire outcome hangs on a single regulatory decision on ALXN1840 — a drug its previous owner discontinued and one that, if approved, triggers up to $94.0 million of milestone payments. Add a $35.0 million repurchase from an entity connected to the chief executive and a real share base 49 percent above the reported count. That is not a proven substance problem, but it is not proven quality either — hence yellow. The decision is yours.
symbol.quality_note
Some drugs fail. Others get dropped. ALXN1840 belongs in the second group: the pivotal trial hit its primary endpoint, yet Alexion — the AstraZeneca subsidiary — shut the program down after two smaller studies could not show the hoped-for effect on copper balance. In October 2024 Monopar Therapeutics bought the worldwide rights, and since July 22, 2026 a rolling submission has been under way with the FDA. What sits on the other side of the ledger is in the filings with the U.S. securities regulator, the SEC: 22 employees, not one dollar of revenue since inception, $137.5 million of liquidity as of March 31, 2026 — and milestone payments of up to $94 million still owed to the very company that walked away. Let us count how much of that is already paid for, and how many shares really exist.
Read the analysis
Stock Watch
This analysis is as of July 26, 2026. Stock Watch will tell you what's changed at MNPR since then.
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Appears in These Scanners
This stock currently matches 14 of our scanner strategies — each hit links to the scanner.
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 108.40 $ — 93% 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
NeutralIn den sechs ausgewerteten Filings gibt es keinen wesentlichen KI-Bezug: kein KI-Produkt, keine KI-Umsatzquelle und kein operativer KI-Einsatz; die einzige Erwaehnung steht als Boilerplate im Cybersicherheits-Risikofaktor des Geschaeftsberichts 2025.
View the full file — quotes, sources, reviewed filings
Filings Reviewed: 10-Q 2026-05-14 · 10-Q 2025-11-13 · 10-Q 2025-08-12 · 10-Q 2025-05-13 · 10-K 2026-03-27 · 10-K 2025-03-31
Rated on July 26, 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 7.8% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 5
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.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | -2.90 | -5.45 – -1.36 | 0 | -57.0% | 11 |
| 12/31/2027 | -3.14 | -4.78 – -0.91 | 16 | -8.0% | 8 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Next Reporting Date
- Expected Earnings per Share
- -0.67 $
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 ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | -1.63 | – | 0 | – | – | -2 | -2 |
| 2025: Q1 | -0.39 | – | 0 | – | – | -6 | -6 |
| 2025: Q2 | -0.37 | – | 0 | – | – | -1 | -1 |
| 2025: Q3 | -0.51 | – | 0 | – | – | -2 | -2 |
| 2025: Q4 | -0.78 | – | 0 | – | – | -3 | -3 |
| 2026: Q1 | -0.58 | – | 0 | – | – | -4 | -4 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 0 | -1 | -1 | -0.12 | -1 | 3 | 3 |
| 2017 | 0 | -17 | -17 | -1.59 | -3 | 10 | 10 |
| 2018 | 0 | -3 | -3 | -0.31 | -3 | 7 | 7 |
| 2019 | 0 | -4 | -4 | -0.39 | -3 | 13 | 13 |
| 2020 | 0 | -7 | -6 | -0.58 | -5 | 16 | 17 |
| 2021 | 0 | -9 | -9 | -0.73 | -7 | 19 | 21 |
| 2022 | 0 | -11 | -10 | -0.83 | -7 | 10 | 13 |
| 2023 | 0 | -9 | -8 | -0.58 | -8 | 6 | 7 |
| 2024 | 0 | -16 | -16 | -1.36 | -6 | 55 | 60 |
| 2025 | 0 | -17 | -14 | -1.85 | -12 | 138 | 141 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Assessment: Opportunities & Risks
The pivotal trial in 214 patients met its primary endpoint — three times greater copper mobilization than standard of care over 48 weeks (difference 2.18 micromoles per liter, p below 0.0001). That is precisely what makes Alexion's exit so hard to read: two Phase 2 mechanistic trials could show neither a net-negative copper balance nor a reduction in hepatic copper. The objection is still part of the review, not settled.
As of March 31, 2026 there is $137.5 million of liquidity against $2.589 million of liabilities and no interest-bearing debt at all; the equity ratio stands at 98.0 percent. Management sees funding at least through December 31, 2027; measured against the $12.2 million operating cash outflow of 2025, the runway would run into double-digit years.
The 6,699,062 reported shares as of March 31, 2026 sit alongside 1,843,303 pre-funded warrants at $0.001, 842,973 options and restricted stock units, and 600,000 plan shares registered on July 22, 2026 — 9,985,338 in total, or 49 percent more. Only a quarter of the 40.0 million authorized shares has been used.
The lead asset does not belong to Monopar. Outstanding are milestones of up to $94.0 million — 68 percent of total liquidity as of March 31, 2026 — plus tiered royalties of 10 percent to 20 percent of net sales, 35 percent to 45 percent of any sublicensing income and an assumed third-party payment for Europe. All of it is triggered by the same event the stock is betting on.
One day after the September 23, 2025 offering raised $135.0 million gross, Monopar spent $35.0 million on September 24, 2025 repurchasing 550,229 of its own shares from Tactic Pharma LLC — an entity in which chief executive Chandler D. Robinson is a minority owner and non-controlling managing member. Roughly $91.9 million stayed with the company; 27.6 percent of net proceeds flowed out.
Roughly $736 million of market value ($109.87, data as of July 26, 2026; cross-checked against the filing price of July 16, 2026: $721 million) stands against $137.5 million of tangible funds and zero revenue. Counting the pre-funded warrants brings it to roughly $939 million, leaving about $800 million of paid-for expectation — 5.4 times book value.
Monopar Therapeutics is a case you can tell in two sentences. The balance sheet is that of a healthy company: $137.5 million of liquidity as of March 31, 2026, $2.6 million of liabilities, no interest burden, a 98 percent equity ratio and, since July 22, 2026, a live approval filing for a drug whose Phase 3 trial met its primary endpoint. The business is a bet: no revenue since inception, 22 employees, a $93.4 million accumulated deficit, and a lead asset licensed from the very corporation that abandoned it — with up to $94.0 million of milestones and 10 percent to 20 percent royalties still to come. The road here was paid for in shares: 3,520,427 after the August 12, 2024 reverse split became 9,985,338 fully counted. Not investment advice.
- Hook: rank 23 of 28 U.S. hits in our in-house Moglen weekly ranking (as of July 25, 2026), relative strength rating 87. The list is recalculated daily, and its criteria are purely price-based (at least 15 percent over four trading days, at least $10 million in average daily dollar volume, relative strength rating of 70 or better).
- Data cut-off: balance sheet and earnings figures from the SEC quarterly report 10-Q for March 31, 2026 (filed May 14, 2026) and the annual report 10-K for 2025 (March 27, 2026); every filing through July 22, 2026 reviewed. Price, scanner and valuation data as of July 26, 2026.
- Possible confusion: ALXN1840 still carries the code of its former owner Alexion but has been licensed to Monopar since October 23, 2024. The compound is also called tiomolibdate choline or TMC and is not identical to the older development code WTX101 under which parts of the trial program were run.
- All share counts are adjusted for the 1-for-5 reverse split of August 12, 2024; 17,601,827 shares were outstanding before the split and 3,520,427 immediately after.
About the Company
Monopar Therapeutics Inc., ein biopharmazeutisches Unternehmen in der klinischen Phase, befasst sich mit der Entwicklung von Therapeutika zur Krebsbehandlung in den USA.
| Employees | 22 |
|---|---|
| Headquarters | Wilmette, IL |
| Address | 1000 Skokie Boulevard, 60091 Wilmette, United States |
| Phone | 847 388 0349 |
| Website | monopartx.com |
| IPO Date | 19. Dec 2019 |
| ISIN | US61023L2079 |
| Stock Split | 1:5 on 08/13/2024 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Christopher M. Starr Ph.D. | Co-Founder & Independent Executive Chairman of the Board | 1952 |
| Chandler D. Robinson M.B.A., M.D., M.Sc. | Co-Founder, CEO, President & Director | 1984 |
| Quan Anh Vu | CFO, Principal accounting officer, Principal financial officer, Secretary & Treasurer | 1972 |
| Andrew J. Cittadine M.B.A. | Chief Operating Officer | 1972 |
| Patrice P. Rioux M.D., Ph.D. | Acting Chief Medical Officer | 1951 |
| Susan Rodriguez | Chief Commercial & Strategy Officer | 1962 |
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.