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Adagene (ADAG)
NASDAQ:ADAG
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Adagene (ADAG) AI Stock Analysis

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ADAG

Adagene

(NASDAQ:ADAG)

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Neutral 51 (OpenAI - Gpt-5.6Sol)
Rating:51Neutral
Price Target:
$3.50
▼(-10.26% Downside)
Action:Reiterated
Date:07/02/26
The score is held back primarily by weak financial performance (persistent losses, inconsistent revenue quality, and ongoing cash burn). Technicals are supportive with a clear uptrend and positive MACD, but overbought signals temper the outlook. Valuation is not compelling on an earnings basis due to the negative P/E and no indicated dividend yield.
Positive Factors
Extended Cash Runway
The reported cash balance and extended runway provide Adagene with greater capacity to fund clinical development through multiple milestones. More time before additional financing may be needed can support trial execution, preserve strategic flexibility, and reduce immediate liquidity pressure.
Negative Factors
Persistent Cash Burn
Repeatedly negative operating and free cash flow means the business is not yet self-funding its research and clinical activities. Continued cash consumption can require future capital raising, increasing financing dependence and potentially limiting development choices if funding conditions worsen.
Read all positive and negative factors
Positive Factors
Negative Factors
Extended Cash Runway
The reported cash balance and extended runway provide Adagene with greater capacity to fund clinical development through multiple milestones. More time before additional financing may be needed can support trial execution, preserve strategic flexibility, and reduce immediate liquidity pressure.
Read all positive factors

Adagene (ADAG) vs. SPDR S&P 500 ETF (SPY)

Adagene Business Overview & Revenue Model

Company Description
Adagene Inc. functions as a clinical-stage biopharmaceutical organization, primarily concentrating on the identification, evolution, and fabrication of monoclonal antibody-based therapeutics engineered to combat various types of cancer. The compan...
How the Company Makes Money
Adagene primarily generates revenue through collaboration and licensing arrangements rather than product sales (as a clinical-stage company). Key revenue streams typically include: (1) Upfront payments received when entering strategic partnerships...

Adagene Financial Statement Overview

Summary
Overall financial profile remains weak: persistent operating and net losses, negative operating/free cash flow (ongoing cash burn), and highly volatile revenue and gross profit (including negative gross profit in 2024). Positives include improvement in 2025 versus 2024 (higher revenue and narrower losses) and a more manageable leverage position with positive equity, but funding and execution risk remain elevated until cash generation stabilizes.
Income Statement
28
Negative
Balance Sheet
64
Positive
Cash Flow
24
Negative
BreakdownTTMMar 2026Dec 2024Dec 2023Dec 2022Mar 2022
Income Statement
Total Revenue9.32M7.67M103.20K18.11M9.29M10.18M
Gross Profit8.78M7.67M-823.04K18.11M9.29M10.18M
EBITDA-21.85M-16.85M-31.66M-14.95M-77.39M-69.99M
Net Income-20.56M-17.61M-33.42M-18.95M-79.97M-73.18M
Balance Sheet
Total Assets133.58M78.26M89.27M115.73M152.40M189.51M
Cash, Cash Equivalents and Short-Term Investments127.91M74.52M85.19M109.93M143.76M174.39M
Total Debt6.09M6.26M18.49M22.31M27.97M7.49M
Total Liabilities27.57M42.91M38.74M45.17M69.31M32.95M
Stockholders Equity106.01M35.35M50.52M70.56M83.09M156.56M
Cash Flow
Free Cash Flow-19.47M-15.67M-29.73M-28.54M-49.30M-45.92M
Operating Cash Flow-19.30M-15.66M-29.70M-28.45M-48.61M-43.41M
Investing Cash Flow735.21K476.80K1.11M-77.36K-686.05K-2.51M
Financing Cash Flow84.08M4.45M3.77M-5.37M17.82M145.36M

Adagene Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.90
Price Trends
50DMA
3.82
Negative
100DMA
3.75
Negative
200DMA
3.23
Positive
Market Momentum
MACD
-0.07
Positive
RSI
39.70
Neutral
STOCH
24.88
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ADAG, the sentiment is Negative. The current price of 3.9 is above the 20-day moving average (MA) of 3.80, above the 50-day MA of 3.82, and above the 200-day MA of 3.23, indicating a neutral trend. The MACD of -0.07 indicates Positive momentum. The RSI at 39.70 is Neutral, neither overbought nor oversold. The STOCH value of 24.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ADAG.

Adagene Risk Analysis

Adagene disclosed 120 risk factors in its most recent earnings report. Adagene reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Adagene Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
51
Neutral
$240.37M-7.40-29.09%8906.15%41.48%
51
Neutral
$327.16M-3.82-58.00%
45
Neutral
$31.85M-0.43-413.28%43.02%
45
Neutral
$55.05M-0.97-38.99%31.98%
44
Neutral
$49.47M-1.02214.97%-31.12%-35.10%
33
Underperform
$14.63M-2.01-74.58%33.15%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ADAG
Adagene
3.49
0.99
39.60%
IFRX
InflaRx
2.17
0.64
41.83%
CLNN
Clene
3.62
-2.98
-45.15%
QNCX
Quince Therapeutics
29.50
-292.50
-90.84%
IMA
ImageneBio
5.05
-4.14
-45.05%
ANEB
Anebulo Pharmaceuticals
0.39
-1.81
-82.27%

Adagene Corporate Events

Adagene Extends Cash Runway and Advances Muzastotug Through Mid-2026 Clinical Milestones
Aug 12, 2026
On August 12, 2026, Adagene reported financial results for the six months ended June 30, 2026 and detailed significant progress in the clinical development of its lead asset, muzastotug. The company closed an equity offering in April 2026, lifting...
Adagene Discloses Preliminary US$127.9 Million Cash Balance as of June 30, 2026
Jul 6, 2026
Adagene Inc. reported that as of June 30, 2026, it held preliminary, unaudited cash and cash equivalents totaling US$127.9 million, highlighting its current liquidity position. The company emphasized that this figure is subject to finalization and...
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: Jul 02, 2026