Monopar Therapeutics
MNPR on Nasdaq. Monopar Therapeutics sells drugs for Wilson disease and cancer to patients. Market value $525m.
Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Cash flow or capital spending isn't reported, so free cash flow is unknown.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
Nothing stands out yet.
What to watch out for
See Health care stocks that passed both tests
This is not advice. Check the numbers below.
We could not compute this from the filings.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: not known. Price score: 16 of 100. Our list needs 70 on quality and 60 on price.
$79.57 a share, 59% above its 1-year low
Over the past year the price has ranged from $50.07 to $124.82.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | n/a | n/a | n/a | $0 | $0 |
| Operating margin | |||||
| Operating margin | n/a | n/a | n/a | n/a | n/a |
| Debt to equity | |||||
| Debt to equity | n/a | n/a | n/a | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.01bn | 0.01bn | 0.01bn | 0.01bn | 0.01bn |
Health checks
- Free cash flow positiveNot enough data
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)2 of 7 checks we could run
- Profit backed by cash (accruals)Yes
- DebtUnknown
- Revenue growth, five yearsUnknown
- Buying back its own sharesYes, 48% fewer since 2021
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- A loss of $5 million, compared with a loss of $2 million a year ago.
| Quarter to | Amount |
|---|---|
| September 2024 | -$1m |
| December 2024 | -$11m |
| March 2025 | -$3m |
| June 2025 | -$2m |
| September 2025 | -$3m |
| December 2025 | -$5m |
| March 2026 | -$4m |
| June 2026 | -$5m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 27 March 2026
- Next quarterly (estimated, 10-Q)
- 11 November 2026
Who owns it
None of the long-term investors we follow own it. 96 funds in all.
Largest holders overall
- Jupiter Topco$122m
- RA Capital Management, L.P.$62m
- BlackRock$32mAdded
- Deerfield Management Company, L.P.$30m
- Saturn V Capital Management LP$29mCut
- Siren, L.L.C.$25m
- ADAR1 Capital Management$20mCut
- Polar Capital Holdings$20mCut
- Vanguard Capital Management$19mCut
- Adage Capital Partners GP, L.L.C.$19mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
8 investors own more than 5%.
- JANUS HENDERSON GROUP PLCPassive investorat least 19.5%+0.3 pts(filed with 1 related holder)Since 30 September 2025
- Hendricks Dianeat least 13.4%(filed with 3 related holders)Since 9 December 2024
- RA Capital Management, L.P.Passive investorat least 9.9%0.0 pts(filed with 3 related holders)Since 31 December 2025
- AstraZeneca PLCPassive investorat least 7.8%(filed with 1 related holder)Since 31 December 2025
- Adage Capital Management, L.P.Passive investorat least 4.8%−1.5 pts(filed with 2 related holders)Since 30 June 2026
- Saturn V Capital Management LPPassive investorat least 4.7%−0.5 pts(filed with 1 related holder)Since 30 June 2026
- Robinson ChandlerInsider or founderat least 4.5%−3.0 pts(filed with 2 related holders)Since 28 January 2026
- Mazar Andrew PaulInsider or founderat least 4.1%(filed with 1 related holder)Since 24 September 2025
- TANG CAPITAL MANAGEMENT, LLCPassive investorSold down below 5%Since 31 December 2024
| Holder | Stake | Since | |
|---|---|---|---|
JANUS HENDERSON GROUP PLC Passive investor | at least 19.5%+0.3 pts (filed with 1 related holder) | 30 September 2025 | |
Hendricks Diane | at least 13.4% (filed with 3 related holders) | 9 December 2024 | |
RA Capital Management, L.P. Passive investor | at least 9.9%0.0 pts (filed with 3 related holders) | 31 December 2025 | |
AstraZeneca PLC Passive investor | at least 7.8% (filed with 1 related holder) | 31 December 2025 | |
Adage Capital Management, L.P. Passive investor | at least 4.8%−1.5 pts (filed with 2 related holders) | 30 June 2026 | |
Saturn V Capital Management LP Passive investor | at least 4.7%−0.5 pts (filed with 1 related holder) | 30 June 2026 | |
Robinson Chandler Insider or founder | at least 4.5%−3.0 pts (filed with 2 related holders) | 28 January 2026 | |
Mazar Andrew Paul Insider or founder | at least 4.1% (filed with 1 related holder) | 24 September 2025 | |
TANG CAPITAL MANAGEMENT, LLC Passive investor | Sold down below 5% | 31 December 2024 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $104,925 of shares on the open market. 5 sold $4m, $4m of it under preset trading plans.
- STARR CHRISTOPHER MDirectorSoldunder a preset trading plan
- Date
- 1 October 2026
- Shares
- 8,400
- Price
- $78.50
- Value
- $659,387
- Robinson ChandlerChief Executive Officer, DirectorSoldunder a preset trading plan
- Date
- 24 September 2026
- Shares
- 29,056
- Price
- $88.00
- Value
- $3m
- Tsuchimoto Kim RDirectorSoldunder a preset trading plan
- Date
- 26 August 2026
- Shares
- 4,090
- Price
- $111.39
- Value
- $455,567
- Anderson RaymondDirectorSoldunder a preset trading plan
- Date
- 25 August 2026
- Shares
- 3,142
- Price
- $111.98
- Value
- $351,835
- Vu Quan AnhChief Financial OfficerBought
- Date
- 26 December 2025
- Shares
- 1,500
- Price
- $69.95
- Value
- $104,925
- KLAUSNER ARTHUR JDirectorSold
- Date
- 18 December 2025
- Shares
- 5,121
- Price
- $67.15
- Value
- $343,889
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 1 October 2026 | STARR CHRISTOPHER M Director | Sold under a preset trading plan | 8,400 | $78.50 | $659,387 |
| 24 September 2026 | Robinson Chandler Chief Executive Officer, Director | Sold under a preset trading plan | 29,056 | $88.00 | $3m |
| 26 August 2026 | Tsuchimoto Kim R Director | Sold under a preset trading plan | 4,090 | $111.39 | $455,567 |
| 25 August 2026 | Anderson Raymond Director | Sold under a preset trading plan | 3,142 | $111.98 | $351,835 |
| 26 December 2025 | Vu Quan Anh Chief Financial Officer | Bought | 1,500 | $69.95 | $104,925 |
| 18 December 2025 | KLAUSNER ARTHUR J Director | Sold | 5,121 | $67.15 | $343,889 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 27 Mar 2026, plus the 10-Q filed 12 Aug 2026 and 9 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.