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8-K ·Filed Apr 1, 2026

ALLR

Allarity Therapeutics, Inc.
BULLISH
Impact 8/10
Horizonmonths Processed6mo ago SEC0001213900-26-038061
earnings-rerun-backfill
Actionable Insight ▲ Bullish

The FDA Fast Track designation and successful $20 million financing materially de-risk stenoparib's development path; monitor upcoming clinical trial enrollment and data readouts as key catalysts. The new license revenue stream validates the DRP platform's commercial potential.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
ALLR ▲ +15.04% at T+60d
LONG call ✓ call won +15.04% · α vs SPY +1.66% · entry $1.13 → $1.30
Entry = T+0 close
Apr 1, 2026
via day close
T+1d
+2.65%
call +2.65% · α +2.58%
$1.16
settled 7mo ago
T+5d
+1.77%
call +1.77% · α -2.00%
$1.15
settled 7mo ago
T+20d
+22.12%
call +22.12% · α +12.40%
$1.38
settled 6mo ago
T+60d
+15.04%
call +15.04% · α +1.66%
$1.30
settled 4mo ago

Price Chart

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Executive Summary

Allarity Therapeutics reported full-year 2025 financial results, showing improved net loss of $11.2 million (vs $25.1 million in 2024) due to cost discipline, while securing a $20 million debt financing and receiving FDA Fast Track designation for stenoparib in advanced ovarian cancer. The company also launched a VA-funded combination trial in small cell lung cancer.

Key Financial Metrics

EPS
−$0.78
est −$0.82 · +4.9%
Revenue
$320.0K
est $0.00 · +100.0% · +100.0% YoY
Rating
beat

Key Facts

  • Net loss improved to $11.2 million in 2025 from $25.1 million in 2024, excluding a $9.7 million non-cash impairment in 2024
  • Received FDA Fast Track designation for stenoparib in advanced ovarian cancer
  • Closed $20 million non-convertible debt financing with Streeterville Capital in March 2026
  • Launched Phase 2 combination trial of stenoparib with temozolomide in recurrent small cell lung cancer, fully funded by the U.S. Veterans Administration
  • Generated $320,000 in license revenue in 2025, compared to no revenue in 2024

Financial Impact

Net loss improved by $13.9 million year-over-year (excluding 2024 impairment), with $320,000 in new license revenue and $20 million in new debt financing

net lossrevenuecash positiondebt

Risk Factors

  • High cash burn rate despite improvements; $14.7 million cash at year-end 2025 may not cover runway to mid-2028 as projected
  • Clinical trial delays or negative data could jeopardize Fast Track status and commercial prospects

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations

Investment Themes

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-038061
Document: ea0279571-8k_allarity.htm0001213900-26-038061
Document: 0001213900-26-038061-index-headers.html0001213900-26-038061
Document: 0001213900-26-038061-index.html0001213900-26-038061
Document: 0001213900-26-038061.txt0001213900-26-038061
8-K Data (Synthetic)0001213900-26-038061
20 reports for ALLR
Performance horizon
50% Hit rate @ T+20 3 of 6 directional calls Went positive at some point 5 of 6 best @ T+60▲ +38.71%Mar 6, 2026
Filters
Rows
Reports for ALLR — sortable, filterable
TypeNow
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 3/10
$1.04awaiting T+20—$0.9200 (−11.54%)
Sep 29, 2026
28d ago
8-K
NEUTRAL ★ 2/10
$0.9651 $0.9200▼ −4.67%▼ −5.39%$0.9200 (−4.67%)
Sep 28, 2026
29d ago
Press Release
NEUTRAL ★ 3/10
$0.9684 $0.9151▼ −5.50%▼ −5.47%$0.9200 (−5.00%)
Sep 16, 2026
5w ago
8-K
BULLISH ★ 5/10
$1.16 $0.8699▼ −24.68%▼ −27.86%$0.9200 (−20.35%)
Sep 14, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$1.17 $0.8601▼ −26.49%▼ −28.75%$0.9200 (−21.37%)
Sep 11, 2026
6w ago
Press Release
NEUTRAL ★ 4/10
$1.22 $0.9900▼ −18.85%▼ −20.72%$0.9200 (−24.59%)
Aug 14, 2026
10w ago
Press Release
NEUTRAL ★ 4/10
$1.37 $1.17▼ −14.60%▼ −12.61%$0.9200 (−32.85%)
Jul 1, 2026
16w ago
8-K
BULLISH ★ 6/10
$1.33 $1.16▼ −12.78%▼ −10.60%$0.9200 (−30.83%)
Jun 22, 2026
18w ago
8-K
NEUTRAL ★ 2/10
$1.36 $1.19▼ −12.50%▼ −12.35%$0.9200 (−32.35%)
Jun 18, 2026
18w ago
Press Release
NEUTRAL ★ 3/10
$1.43 $1.17▼ −18.18%▼ −18.71%$0.9200 (−35.66%)
Showing 10 of 20

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Report published Apr 21, 2026