# Hemab Therapeutics Holdings, Inc. (COAG)

> Source: Nexqual · https://nexqual.com/COAG · data as of 2026-11-09 21:00 UTC · cite as "Nexqual, Hemab Therapeutics Holdings, Inc. (COAG), nexqual.com/COAG" · informational, not investment advice.

**Price:** USD 42.81 (-12.67% on the day) · last close of Nov 9, 2026; US market pre market, not a live price. Prev close 49.02 · day 42.63–50.22 · 52w 23–55.42 · market cap $2.00B · NMS

## Key facts
- Insider open-market purchases, last ~7 months: 5 Form 4 filings, $55.5M; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.83 on a 1–5 scale) (6 analysts), mean target USD 62.67 (range 58–70).
- Total return with dividends: 1Y +25.9% vs S&P 500 +11.7%; 5Y +25.9% vs S&P 500 +72.2%.
- Next earnings: 2026-11-10, EPS estimate USD -0.52, revenue estimate $0K. All companies reporting that day: https://nexqual.com/earnings/2026-11-10
- Dividend: COAG paid no cash dividend in the last five years.
- Short interest: 3,161,285 shares (as of 2026-10-15), 5.3 days to cover.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/B 4.4x · FCF yield -3.64% · Earnings yield -3.72%

## Insider purchases (SEC Form 4, open-market, last ~7 months)
5 purchases, $55.5M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-15…2026-06-16 | Ra Capital Management, L.P. |  | 67,669 | $1.7M | 24.97 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-19…2026-05-20 | Ra Capital Management, L.P. |  | 4,798 | $120K | 24.96 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-12 | Ra Capital Management, L.P. |  | 6,387 | $159K | 24.9 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-07…2026-05-11 | Ra Capital Management, L.P. |  | 51,258 | $1.3M | 24.75 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-04…2026-05-06 | Ra Capital Management, L.P. | Director | 2,840,429 | $52.2M | 18.39 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 1.83 on a 1–5 scale), 6 analysts; mean target USD 62.67 (low 58, high 70).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-11-09 | LifeSci Capital | Initiated | Outperform | $65 |
| 2026-10-15 | JP Morgan | Initiated | Overweight | $70 |
| 2026-10-12 | Rodman & Renshaw | Initiated | Buy | $56 |
| 2026-08-12 | Wedbush | Target raised | Outperform | $55 → $64 |
| 2026-08-11 | HC Wainwright & Co. | Target raised | Buy | $52 → $60 |
| 2026-07-13 | Jefferies | Target raised | Buy | $39 → $47 |
| 2026-07-13 | Wedbush | Target raised | Outperform | $42 → $55 |

## Total return (dividends reinvested)
|  | 1Y (from 2026-05-01) | 5Y (from 2026-04-27) |
|---|---|---|
| Total return | +25.9% | +25.9% |
| S&P 500 (SPY) | +11.7% | +72.2% |
| Per year | — | — |
| Volatility (annualized) | 90.2% | 95.4% |
| Max drawdown | -48.4% (Aug 2026→Oct 2026) | -45.3% (Aug 2026→Oct 2026) |

## Dividends
COAG paid no cash dividend in the last five years.

## Short interest
3,161,285 shares sold short, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 2,641,038 shares (+19.7%). Days to cover: 5.3 (short shares ÷ average daily volume).

## Peers (Biotechnology)
KOD (Kodiak Sciences Inc) USD 107.1 +7.85% · ORKA (Oruka Therapeutics, Inc.) USD 104.56 +1.65% · ARWR (Arrowhead Pharmaceuticals, Inc.) USD 49.24 -15.34% · AXSM (Axsome Therapeutics, Inc.) USD 133.96 +1.20% · IMVT (Immunovant, Inc.) USD 35.15 +15.13% · CAI (Caris Life Sciences, Inc.) USD 25.57 +1.35%

## More
Full page: https://nexqual.com/COAG · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-0.52 | $-0.49 | −$0.03 | $0 | 5 |
| Next quarter (ends 2026-12-31) | $-0.57 | $-0.58 | +$0.01 | $0 | 5 |
| Current fiscal year (ends 2026-12-31) | $-3.11 | $-3.06 | −$0.05 | $0 | 5 |
| Next fiscal year (ends 2027-12-31) | $-2.55 | $-2.51 | −$0.03 | $0 | 5 |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | −$0.80 | −$0.82 | Beat +2.4% | — |
| — | Quarter ended Mar 31, 2026 | −$23.98 | — | — | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-11-06 | Schedule 13G/A | FMR LLC, Abigail P. Johnson: 10.4% of shares, passive 5%+ holder (amended) | https://www.sec.gov/Archives/edgar/data/2114044/000031506626002938/0000315066-26-002938-index.htm |
| 2026-09-24 | 8-K | Director or executive officer change, or pay arrangement — “On September 24, 2026, upon the recommendation of the Nominating and Corporate Governance Committee of the Board of Directors (the "Board") of Hemab Therapeutics Holdings, Inc. (the "Company"), the Board elected Keli Walbert to serve as a member of the Board, effective immediately. Ms. Walbert will serve as a Class I director with a term expiring at the 2027 annual meeting of stockholders and thereafter until her successor has been duly elected and qualified or until her earlier death, resignation or removal. The…” | https://www.sec.gov/Archives/edgar/data/2114044/000119312526401010/0001193125-26-401010-index.htm |
| 2026-08-14 | Schedule 13G | Novo Holdings A/S: 9.0% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2114044/000138832526000046/0001388325-26-000046-index.htm |
| 2026-08-14 | Schedule 13G | Avoro Capital Advisors LLC, Avoro Ventures LLC: 7.1% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2114044/000090266426003462/0000902664-26-003462-index.htm |
| 2026-08-12 | Schedule 13G | Capital International Investors: 7.7% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2114044/000156223026000124/0001562230-26-000124-index.htm |
| 2026-08-11 | 10-Q | Quarterly report · period ended Jun 30, 2026 | https://www.sec.gov/Archives/edgar/data/2114044/000119312526344533/0001193125-26-344533-index.htm |
| 2026-08-11 | 8-K | Quarterly results | https://www.sec.gov/Archives/edgar/data/2114044/000119312526343421/0001193125-26-343421-index.htm |
| 2026-08-07 | Schedule 13G | Invus Public Equities, L.P., Invus Public Equities Advisors, LLC: 5.1% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2114044/000200536926000041/0002005369-26-000041-index.htm |
| 2026-08-06 | Schedule 13G | FMR LLC, Abigail P. Johnson: 7.9% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2114044/000031506626002021/0000315066-26-002021-index.htm |
| 2026-08-05 | Schedule 13G | Sofinnova Crossover II SLP, Sofinnova Partners SAS, a French corporation: 5.4% of shares, passive 5%+ holder | https://www.sec.gov/Archives/edgar/data/2114044/000110465926090835/0001104659-26-090835-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.