Traws Pharma, Inc. (TRAW) AI Stock Analysis
TRAW AI stock analysis summary
AI ResearchTraws Pharma, Inc. (TRAW) is a clinical-stage biopharmaceutical firm advancing oral therapies for viral respiratory diseases and oncology. Following net income of $9.2M in FY2025, revenue dropped to $0 over the trailing twelve months ended June 30, 2026. The company held $5.0M in cash and short-term investments as of June 30, 2026, alongside an enterprise value of $2.6M.
- Market cap
- $5.7M
- Revenue (TTM)
- $0
- P/E
- —
- 1Y return
- -86.2% S&P 500 16.8%
- Avg. target
- $1.00 170.8% vs last close
Bull case
- The consensus analyst price target of $1.00 indicates potential upside of 170.8% over the closing price of $0.37.
- FY2025 revenue rose 1134.5% to $2.8M, producing net income of $9.2M and EPS of $1.04.
- Enterprise value to EBITDA sits at 0.3x, well below the US-listed Healthcare peer median of 12.0x.
Bear case
- Trailing twelve month revenue dropped to $0 following a 100.0% year-over-year revenue decline in the quarter ended June 30, 2026.
- Free cash flow remained deeply negative at -$20.8M in FY2025 alongside a low current ratio of 0.93 as of June 30, 2026.
- Long-term share dilution has been severe, with the company's share count expanding 1726.4% over five years.
What Traws Pharma does
Traws Pharma, Inc. operates as a clinical-stage biopharmaceutical company focused on developing small molecule oral therapies for respiratory viral diseases and oncological conditions. Key pipeline candidates include TRX01 (travatrelvir), an Mpro/3CL inhibitor targeting COVID-19, and TRX100 (viroxavir), an endonuclease inhibitor for pandemic influenza. In oncology, the firm is developing narazaciclib, a Phase 1/2 clinical candidate targeting CDK4/6 kinases in cancer patients, including endometrial cancer, as well as oral rigosertib for various cancers. Founded in 1998 and based in Newtown, Pennsylvania, the firm was formerly known as Onconova Therapeutics, Inc. before rebranding in April 2024.
Growth and profitability
Revenue held at $226,000 annually from FY2021 through FY2024 before increasing 1134.5% to $2.8M in FY2025. This drove net income to $9.2M and EPS to $1.04 in FY2025, up from net income of -$54.7M and EPS of -$108.96 in FY2024. Operating margins moved from -21835.4% in FY2024 to -640.7% in FY2025. However, trailing twelve month revenue stands at $0, with quarterly revenue falling 100.0% year-over-year in the latest quarter ended June 30, 2026. For that period, trailing twelve month EPS was -$1.71, with return on equity at -433.4%.
Balance sheet and cash flow
As of June 30, 2026, Traws Pharma held $5.0M in cash and short-term investments, total assets of $11.5M, and shareholders' equity of $1.7M. The company's current ratio stood at 0.93. Operating cash flow was -$18.2M in FY2025, resulting in free cash flow of -$20.8M. Cash deployment during FY2025 included $2.6M in capital expenditures and $2.4M allocated to share buybacks. The company's share count expanded 1726.4% over five years.
Valuation and performance
Traws Pharma trades at a price-to-sales multiple of 3.0x, below the median of its US-listed Healthcare peers of 4.1x. Its enterprise value to EBITDA is 0.3x, compared to the peer median of 12.0x, while its price-to-book ratio is 4.5x. Over the past year, the stock fell 86.2%, while the S&P 500 (SPY) gained 16.8%. Over a 5-year period, the stock declined 99.6% compared to an 83.0% gain for the benchmark.
What analysts expect
Wall Street coverage consists of 2 Hold ratings, with 0 Buy and 0 Sell ratings. The mean price target is $1.00, representing a 170.8% premium to the last close of $0.37 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $0 and an EPS of -$1.33. For the following fiscal year, analysts forecast revenue of $0 and an EPS of -$1.88. The company has beaten EPS expectations in 3 of the last 4 quarters, with its next earnings date scheduled for November 12, 2026.
Key risks and what to watch
- Liquidity constraints are heightened by a cash reserve of $5.0M relative to FY2025 operating cash burn of -$18.2M.
- Working capital coverage is low, evidenced by a current ratio of 0.93 as of June 30, 2026.
- Analyst consensus expects $0 in revenue and negative EPS of -$1.33 in FY2026 and -$1.88 in FY2027.
- The stock has exhibited elevated volatility with a beta of 1.53 and a 1-year drop of 86.2%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this TRAW AI stock analysis
This page is an AI-written research summary of Traws Pharma, Inc. (TRAW). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: TRAW income statement, TRAW balance sheet, TRAW key metrics, TRAW analyst forecast, TRAW chart. See the TRAW stock overview for the latest quote and news.
TRAW AI stock analysis FAQ
What does Traws Pharma do?
Traws Pharma, Inc. is a clinical-stage biopharmaceutical firm developing small molecule therapies for respiratory viral infections like COVID-19 and influenza, as well as oncology candidates such as narazaciclib and oral rigosertib.
Does Traws Pharma pay a dividend?
No, Traws Pharma does not pay a dividend. The company used cash in FY2025 for $2.6M in capital expenditures and $2.4M in share buybacks.
What is the consensus price target for TRAW?
The mean analyst price target is $1.00, which is 170.8% above its closing price of $0.37 on October 16, 2026. The 2 covering analysts both rate the stock a Hold.
What is Traws Pharma's current financial position?
As of June 30, 2026, Traws Pharma held $5.0M in cash and short-term investments, had total assets of $11.5M, and maintained a current ratio of 0.93.