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Gossamer Bio
(NASDAQ:GOSS)
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Rating:43Neutral
Price Target:
$9.00
▲(4400.00% Upside)
Action:Reiterated
Date:09/29/26
The score is held down primarily by weak financial performance (large losses, heavy cash burn, and negative equity) and bearish technicals (price below key moving averages with negative MACD). Corporate events provide some support via regulatory progress (NDA filing) and improved listing/financing visibility, but dilution and ongoing funding risk keep the overall score low.
Positive Factors
Regulatory Progress
The NDA submission moves seralutinib into formal FDA review after Phase 3 and Phase 2 evidence, creating a defined regulatory pathway. Acceptance and later approval could establish a commercial product and materially change Gossamer’s revenue profile and strategic position.
Negative Factors
Deep Unprofitability
Losses remain extremely large relative to the company’s modest revenue base, despite an improvement in net loss from 2025. Such negative operating economics show that Gossamer has not yet demonstrated sustainable profitability and will require successful development or commercialization to improve earnings power.
Read all positive and negative factors
Positive Factors
Negative Factors
Regulatory Progress
The NDA submission moves seralutinib into formal FDA review after Phase 3 and Phase 2 evidence, creating a defined regulatory pathway. Acceptance and later approval could establish a commercial product and materially change Gossamer’s revenue profile and strategic position.
Read all positive factors
Gossamer Bio (GOSS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$58.54M
Dividend YieldN/A
Average Volume (3M)303.67K
Price to Earnings (P/E)―
Beta (1Y)1.56
Revenue Growth32.43%
EPS Growth7.41%
CountryUS
Employees162
SectorHealthcare
Sector Strength45
IndustryBiotechnology
Share Statistics
EPS (TTM)-45.32
Shares Outstanding6,110,584
10 Day Avg. Volume252,705
30 Day Avg. Volume303,665
Financial Highlights & Ratios
PEG Ratio-0.02
Price to Book (P/B)-5.77
Price to Sales (P/S)14.62
P/FCF Ratio-4.13
Enterprise Value/Market Cap0.63
Enterprise Value/Revenue0.70
Enterprise Value/Gross Profit0.70
Enterprise Value/Ebitda-0.18
Forecast
1Y Price Target
$86.48Price Target Upside43140.00% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)-15.59
Revenue Forecast (FY)$35.86M
Gossamer Bio Business Overview & Revenue Model
Company Description
Gossamer Bio, Inc., a clinical-stage biopharmaceutical company, focuses on developing and commercializing seralutinib for the treatment of pulmonary hypertension and pulmonary arterial hypertension in the United States. The company develops GB002,...
Gossamer Bio Earnings Call Summary
Earnings Call Date:May 18, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Neutral
The call presented a mixed but constructive picture: clinically meaningful efficacy signals (including a traditional statistical threshold for 6MWD), supportive mechanistic CT FRI data across multiple lung compartments with clinical correlations, and decisive capital actions (debt reduction plan and cost containment) to preserve runway and focus on an NDA path. Counterbalancing these positives were key execution risks — the primary endpoint did not meet the prespecified alpha, a substantial workforce reduction was implemented, cash runway is short ($99M to Q1 2027), and the debt exchange depends on high noteholder participation and involves tradeoffs. Overall, the tone is cautious and pragmatic, emphasizing strengthened conviction in the program but acknowledging material near-term financial and regulatory risks.Positive Updates
Clinical Efficacy: 6-Minute Walk Distance Improvement
PROSERA Phase III showed a placebo-adjusted improvement of 13.3 meters in 6-minute walk distance (6MWD) at week 24: seralutinib improved 28.2 m from baseline vs 13.5 m for placebo (p = 0.032). The result met the traditional 0.05 significance threshold.
Negative Updates
Missed Prespecified Statistical Threshold
While the primary 6MWD p-value was 0.032 (meeting p<0.05), it did not meet the prespecified alpha of 0.025 required by the study design, creating regulatory and interpretive uncertainty for the primary endpoint.
Read all updates
Q1-2026 Updates
Positive
Negative
Clinical Efficacy: 6-Minute Walk Distance Improvement
PROSERA Phase III showed a placebo-adjusted improvement of 13.3 meters in 6-minute walk distance (6MWD) at week 24: seralutinib improved 28.2 m from baseline vs 13.5 m for placebo (p = 0.032). The result met the traditional 0.05 significance threshold.
Read all positive updates
Company Guidance
The company provided clear near‑term regulatory, clinical and financial guidance: a Type B pre‑NDA meeting (in‑person; briefing book submitted after an April 2026 request) is scheduled for mid‑June 2026 and the NDA submission target remains September 2026 (pathway: one adequate and well‑controlled study + confirmatory evidence from PROSERA and TORREY), with a potential approval in Q3 2027 if the meeting proceeds as expected; clinically, PROSERA showed a placebo‑adjusted 6‑minute walk distance benefit of 13.3 m at week 24 (seralutinib +28.2 m vs placebo +13.5 m; p=0.032, did not meet prespecified alpha 0.025), all four key secondaries favored seralutinib, a stronger effect was seen in a prespecified risk‑enriched subgroup, and the CT FRI substudy enrolled 162 patients with 125 evaluable paired scans at week 24 showing statistically significant multi‑compartment arterial, venous, fibrosis‑like and complexity remodeling signals; financially, cash and marketable securities totaled $99M as of March 31, 2026 with runway to Q1 2027, the company has cut operating expenses (including a reduction in force affecting ~50% of staff) and proposes a convertible note exchange that would reduce convertible debt from $200M to $72M (a $128M reduction), extend maturity to 2030, issue new secured notes bearing 7.5% cash interest paid semiannually secured by a first‑priority lien, and requires minimum 98% participation (may be waived).Gossamer Bio Financial Statement Overview
Summary
Income Statement
18
Very Negative
Balance Sheet
12
Very Negative
Cash Flow
14
Very Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 53.29M | 48.47M | 114.70M | 0.00 | 0.00 | 0.00 |
| Gross Profit | 53.05M | 47.47M | 114.70M | 0.00 | 0.00 | 0.00 |
| EBITDA | -204.51M | -158.47M | -39.97M | -161.92M | -211.07M | -209.40M |
| Net Income | -125.22M | -170.37M | -56.53M | -179.82M | -229.38M | -234.00M |
Balance Sheet | ||||||
| Total Assets | 76.87M | 172.25M | 315.29M | 311.92M | 272.45M | 343.66M |
| Cash, Cash Equivalents and Short-Term Investments | 57.03M | 136.93M | 294.52M | 296.43M | 255.68M | 325.22M |
| Total Debt | 39.10M | 202.91M | 202.88M | 212.46M | 225.74M | 185.24M |
| Total Liabilities | 170.90M | 295.01M | 285.80M | 249.15M | 260.37M | 222.19M |
| Stockholders Equity | -94.03M | -122.76M | 29.49M | 62.77M | 12.08M | 121.46M |
Cash Flow | ||||||
| Free Cash Flow | -162.63M | -171.34M | -3.47M | -159.16M | -187.51M | -190.51M |
| Operating Cash Flow | -162.63M | -171.27M | -3.47M | -159.16M | -187.03M | -188.89M |
| Investing Cash Flow | 174.48M | 156.36M | 29.02M | -110.97M | -1.03M | -117.43M |
| Financing Cash Flow | 3.19M | 6.42M | -11.49M | 190.15M | 117.09M | 3.33M |
Gossamer Bio Technical Analysis
Negative
0.20
Price Trends
11.53
Negative
12.58
Negative
46.93
Negative
Market Momentum
-0.70
Negative
42.67
Neutral
64.04
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GOSS, the sentiment is Negative. The current price of 0.2 is below the 20-day moving average (MA) of 10.06, below the 50-day MA of 11.53, and below the 200-day MA of 46.93, indicating a bearish trend. The MACD of -0.70 indicates Negative momentum. The RSI at 42.67 is Neutral, neither overbought nor oversold. The STOCH value of 64.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GOSS.
Gossamer Bio Risk Analysis
Gossamer Bio disclosed 80 risk factors in its most recent earnings report. Gossamer Bio reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Gossamer Bio Peers Comparison
UnderperformOutperform
Sector (51)
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% | |
46 Neutral | $50.26M | -0.91 | -150.47% | ― | ― | ― | |
45 Neutral | $123.79M | -0.70 | -1032.19% | ― | 354.37% | -63.33% | |
45 Neutral | $292.07M | -1.70 | -531.04% | ― | -82.91% | 6.27% | |
43 Neutral | $58.54M | -0.22 | 108.75% | ― | 32.43% | 7.41% | |
42 Neutral | $44.30M | -1.73 | -53.14% | ― | ― | 54.84% |
* Healthcare Sector Average
GOSS
Gossamer Bio
9.46
-157.74
-94.34%
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CNTB
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Gossamer Bio Corporate Events
Delistings and Listing ChangesRegulatory Filings and ComplianceStock Split
Gossamer Bio Regains Nasdaq Listing Bid Price Compliance
Positive
Sep 28, 2026
On September 25, 2026, Gossamer Bio, Inc. reported that it had regained compliance with Nasdaq’s minimum bid price requirement for continued listing on the Nasdaq Global Select Market, closing a matter first raised by the exchange on April 8...
Business Operations and StrategyProduct-Related AnnouncementsRegulatory Filings and Compliance
Gossamer Bio Files First NDA for Seralutinib PAH Drug
Positive
Sep 23, 2026
On September 23, 2026, Gossamer Bio, Inc. reported that it submitted its first New Drug Application to the U.S. Food and Drug Administration for seralutinib, seeking approval to treat pulmonary arterial hypertension. The filing is based on the Pha...
Business Operations and StrategyExecutive/Board ChangesPrivate Placements and Financing
Gossamer Bio Adds Veteran Investor to Board of Directors
Positive
Sep 16, 2026
On September 16, 2026, Gossamer Bio appointed veteran investor Gregory A. Ciongoli to its Board of Directors as a Class III director and to the Audit Committee, with his initial term running until the 2027 annual meeting of stockholders. Ciongoli,...
Business Operations and StrategyRegulatory Filings and ComplianceStock Split
Gossamer Bio Executes Reverse Stock Split and Share Reduction
Neutral
Sep 11, 2026
On September 10, 2026, Gossamer Bio implemented a 1-for-80 reverse stock split of its common stock and proportionately reduced its authorized shares, with the changes becoming effective at 11:59 p.m. Eastern Time. Trading in the split-adjusted sha...
Regulatory Filings and ComplianceStock Split
Gossamer Bio Announces 1-for-80 Reverse Stock Split
Neutral
Sep 9, 2026
On July 14, 2026, Gossamer Bio stockholders approved a range of potential reverse stock split ratios, and on September 9, 2026 the board selected a 1-for-80 split of its common stock alongside a proportionate authorized share reduction. The move t...
Business Operations and StrategyRegulatory Filings and ComplianceShareholder Meetings
Gossamer Bio Lowers Stockholder Meeting Quorum Requirement
Positive
Sep 3, 2026
On September 3, 2026, Gossamer Bio, Inc.’s board of directors approved an amendment and restatement of the company’s bylaws to change the quorum requirement for stockholder meetings. The threshold was reduced from a majority of shares ...
Private Placements and FinancingRegulatory Filings and Compliance
Gossamer Bio Amends Charter for New Preferred Financing
Positive
Aug 26, 2026
On August 24, 2026, Gossamer Bio, Inc. amended its certificate of incorporation in Delaware to implement the previously disclosed designation for its Series A-1 Convertible Preferred Stock, tied to the closing of a previously announced private pla...
Business Operations and StrategyPrivate Placements and Financing
Gossamer Bio Secures Major Seralutinib Regulatory Financing Deal
Positive
Aug 21, 2026
On August 20, 2026, Gossamer Bio entered into a structured private placement of up to approximately $250 million, built around milestone-based pre-funded and approval-linked warrants to finance seralutinib’s path through U.S. regulatory revi...
Business Operations and StrategyPrivate Placements and FinancingProduct-Related AnnouncementsRegulatory Filings and ComplianceShareholder MeetingsStock Split
Gossamer Bio Reclaims Seralutinib Rights and Control
Positive
Jul 27, 2026
On July 23, 2026, Gossamer Bio terminated its collaboration and license agreement with Chiesi and signed a rights reacquisition deal that returns worldwide development and commercial control of seralutinib to Gossamer, including for pulmonary arte...
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.