Rafael Holdings fell about 6 percent today, breaking a quiet stretch and continuing a slow slide that has taken the stock 19 percent below its July high. We think this is mostly ordinary volatility for a small biotech company, as there was no new data today and the move happened on a day when the broader market also dipped.
Our view
Everything here depends on the upcoming trial results for its rare disease treatment, and today's price swing doesn't change those odds. If you already own it, the best move is to sit tight and wait for that data later this year.
Nothing new on Rafael in the last three months. We check every day and write here when something happens that could change how you think about the business. A quiet stretch is normal and is not a signal by itself.
Rafael analyst price targets
No Wall Street analysts cover Rafaelyet. That’s common for smaller companies. We’ll show their price targets here once coverage begins.
Rafael earnings
Earnings history
EstimateBeatMiss
Rafael’s next earnings date
Next earnings
OCT
28
Metrics we are tracking
Metric
Expectations
Status
Phase 3 Clinical Data
Positive topline results for the TransportNPC trial in Q3 2026
Last patient visit completed June 10, 2026
Cash Runway
Maintaining at least $15 million in cash through the NDA filing
$30.5 million as of April 30, 2026
NDA Submission Timeline
Filing the New Drug Application before the end of calendar 2026
Expected second half of calendar 2026
R&D Spend Efficiency
Keeping quarterly R&D expenses below $6 million post-trial
