JANX
Janux Therapeutics, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralJanux reported narrowing losses and growing collaboration revenue (including $14M from new Bristol Myers Squibb partnership in H1 2026), but missed Q2 EPS consensus by $0.10 and discontinued JANX008 clinical development. Wall Street sentiment remains moderately positive overall, though analyst price targets show extreme divergence ($14–$55 range) reflecting significant uncertainty about pipeline value.
Red flags
- •Q2 2026 EPS miss: -$0.35 actual vs. -$0.25 consensus ($0.10 miss)
- •JANX008 discontinuation (April 2026) signals pipeline risk
- •Barclays double-downgrade to Underweight with $14 PT (from $29), suggesting meaningful analytical skepticism
- •Analyst price target range spans $14–$55, indicating high uncertainty about clinical/commercial prospects
Fund 13D/13G Filings (3)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).