Company guidance, FDA catalysts, dilution risk and cash runway, built from SEC, FDA and ClinicalTrials.gov filings and updated every day.
We send one confirmation email first. Only emails about OTLK, unsubscribe in one click. Privacy
Quoted word for word from the company's press releases filed with the SEC. Timing is the company's own guidance, not a BioRadar estimate.
| Drug | Indication | Most advanced trial | Status |
|---|---|---|---|
| Bevacizumab FDA approved Jul 2026 · Lytenava |
Age-Related Macular Degeneration | Phase 3 · NCT05112861 | Active not recruiting |
Also used in these trials (approved or third-party drugs, not OTLK's own candidates): Ranibizumab.
Source: ClinicalTrials.gov trials sponsored by the company, one row per candidate at its most advanced registered trial. FDA approvals: Drugs@FDA. Wrong or missing drug? Report it
OTLK holds $11.2M in cash and short-term investments (as of Jun 30, 2026) and burns about $14.4M/quarter from operations, an estimated runway of 2.3 months at that rate (BioRadar estimate, not company guidance).
Dilution pressure: 70 · High
As a result of the above factors, there is substantial doubt about the Company’s ability to continue as a going concern.10-Q, Aug 2026
Recent financing filings on SEC EDGAR:
Source: SEC EDGAR (XBRL cash flow and financing filings). Dilution Watch: every company ranked → · Get an alert when OTLK files for a raise →
| Holder | Type | Shares | % of shares | As of |
|---|---|---|---|---|
| GMS Ventures & Investments | Institution (13G, 5%+) | 42,631,142 | 17.51% | 2026-08-12 |
| CVI Investments, Inc. | 5%+ holder (13G) | 24,713,908 | 10.15% | 2026-08-12 |
| Ghiath M. Sukhtian Director, 10% owner · +21.47M options |
Insider | 24,617,320 | 10.11% | 2026-08-12 |
| Vanguard Capital Management LLC | Institution (13F) | 4,376,872 | 1.80% | 2026-06-30 |
| Perceptive Advisors Llc | Institution (13F) | 3,139,216 | 1.29% | 2026-06-30 |
| Marshall Wace LLP | Institution (13F) | 1,987,578 | 0.82% | 2026-06-30 |
| Syntone Ventures LLC 10% owner · +1.07M options |
Insider | 1,705,438 | 0.70% | 2024-04-15 |
| Blackrock Inc. | Institution (13F) | 1,668,579 | 0.69% | 2026-06-30 |
| Jane Street Group, LLC | Institution (13F) | 1,425,270 | 0.59% | 2026-06-30 |
| Geode Capital Management, LLC | Institution (13F) | 1,245,868 | 0.51% | 2026-06-30 |
| Susquehanna International Group, LLP | Institution (13F) | 968,190 | 0.40% | 2026-06-30 |
| HRT Financial LP | Institution (13F) | 784,904 | 0.32% | 2026-06-30 |
Share count 243,447,554 (latest 10-Q/10-K). Insiders: each officer's, director's and 10% owner's latest Form 3, 4 or 5, direct and indirect shares; options are not counted. 5%+ holders: latest Schedule 13D or 13G of each holder above 5%. Institutions: the largest 13F holders (13F quarter ending 2026-06-30). Sources have different dates, so the split is approximate. Source: SEC EDGAR.
| Trade date | Insider | Transaction | Shares | Price | Owned after |
|---|---|---|---|---|---|
| 2026-09-01 filed 2026-09-02 |
Lundquist Kevin Michael |
Option award (A) | 500,000 | – | – |
| 2026-08-14 filed 2026-08-14 |
Jahr Robert Charles |
Purchase (P) | 151,515 | – | – |
| 2026-08-14 filed 2026-08-14 |
KENYON LAWRENCE A |
Purchase (P) | 101,010 | – | – |
| 2026-08-14 filed 2026-08-14 |
KENYON LAWRENCE A |
Purchase (P) | 101,010 | – | 106,956 |
| 2026-08-12 filed 2026-08-14 |
Sukhtian Ghiath M. |
Purchase (P) | 2,525,252 | – | – |
Only open-market purchases (P) and sales (S) are trading decisions. Awards (A), option exercises (M) and tax withholding (F) are compensation mechanics. Source: SEC Form 4.
| Date | Drug | Type | Run-up 30d | Decision 1d | After 5d |
|---|---|---|---|---|---|
| 2026-07-29 | LYTENAVA | BLA | -47.1% | +10.6% | — |
| 2025-12-31 | ONS-5010/LYTENAVA | NDA | +4.2% | -15.3% | -68.4% |
The 7-day free trial adds AI daily briefings, sentiment tracking, trial enrollment progress and email alerts for OTLK and every other ticker you follow. Card required, cancel anytime.
Start 7-day free trial →