Rein Therapeutics Inc Dossier
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SectorHealth Care IndustryBiotechnology Beta (adjusted)1.25 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $0.85Price as of 1 Oct 2026 Data confidenceNot applicable Market Cap $73.5M Enterprise Value $69.9M Shares Outstanding 86.3M diluted Next Earnings Date16 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Rein Therapeutics is a clinical-stage biopharmaceutical company focused on developing first-in-class therapies for orphan pulmonary and fibrosis indications. The company's lead asset, LTI-03, is an inhaled peptide targeting idiopathic pulmonary fibrosis (IPF) with a unique dual mechanism of action that protects alveolar epithelial cells and inhibits profibrotic signaling. Following a successful $57.5 million public offering in May 2026, Rein is fully funded to complete its Phase 2 RENEW trial, extending its operational runway into 2028. This strong capitalization, combined with the global expansion of its clinical footprint, positions the company to deliver high-quality clinical data and potentially disrupt the standard of care in fibrosis. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$4.00 Mean target$6.00 High · most bullish analyst$8.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 20 Jun 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario The RENEW trial experiences enrollment delays or fails to show a meaningful therapeutic benefit in FVC compared to placebo. Safety concerns or unexpected adverse events emerge, leading to clinical holds or trial termination. The company's cash runway is depleted faster than expected, forcing highly dilutive capital raises. Base CaseCentral scenario The Phase 2 RENEW trial of LTI-03 successfully completes enrollment of approximately 120 patients across global sites. The trial meets its primary safety endpoints and demonstrates a statistically significant improvement or stabilization in forced vital capacity (FVC) compared to placebo. The company's cash runway remains sufficient to support operations into 2028, allowing it to prepare for Phase 3 development or secure a strategic partnership. Bull CaseUpside scenario Successful clinical development and approval of LTI-03 for IPF, demonstrating superior efficacy in preserving lung function and promoting tissue repair compared to standard of care, leading to significant market share in the orphan pulmonary space. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |