NTHI NEONC TECHNOLOGIES HOLDINGS, INC.
Price Chart
Executive Summary
Two corporate insiders at NEONC Technologies Holdings (NTHI) purchased shares in open-market transactions totaling $28K within a 7-day window, shortly after the company reported Q4 2025 results and filed multiple capital-raising documents, including an S-3 shelf and an ATM offering of up to $75M. The purchases represent less than 0.1% of the company's $130M market cap and are dwarfed by the scale of recent dilutive activity.
Key Financial Metrics
Actionable Insight
Ignore the insider buying as routine; the signal is overwhelmed by the $75M ATM offering, which represents significant near-term dilution risk. Focus instead on upcoming clinical data readouts for NEO100 (~August 2026) and the FDA Type B meeting for NEO212.
Key Facts
- CEO Amir Heshmatpour and CAO David Suh bought $28K worth of stock in open-market transactions between April 8–10, 2026.
- Total insider buying in the last 30 days is $285K, all from open-market purchases.
- These trades occurred within days of a $75M at-the-market (ATM) equity offering announcement and a prior $10M PIPE financing.
- The company recently filed an S-3 shelf registration, enabling future equity or debt offerings.
- Insider purchases amount to only 0.022% of the $130M market cap, well below the 0.1% threshold for materiality.
Financial Impact
$28K in insider buying, representing 0.022% of $130M market cap — trivial in scale
Risk Factors
- Dilution from the $75M ATM offering could pressure the stock despite insider purchases.
- Net loss widened to $62.1M in Q4 2025 from $11.9M in the prior year, raising cash runway concerns.
- Insider buying may be perceived positively by retail investors, creating a short-term sentiment trap ahead of dilution.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-NTHI-1776118532898 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 18, 2026
22d ago
|
8-K
| $5.48 $4.84 | ▼ −11.77% | ▼ −14.07% | $4.49 (−18.07%) |
|
May 18, 2026
22d ago
|
Press Release
| $5.34 $5.14 | ▲ +3.75% | ▲ +5.36% | $4.49 (+15.92%) |
|
May 5, 2026
5w ago
|
10-K/A
| $4.99 $5.51 | ▲ +10.42% | ▲ +8.44% | $4.49 (−10.02%) |
|
Apr 24, 2026
6w ago
|
8-K
| $4.61 $4.14 | ▲ +10.20% | ▲ +10.60% | $4.49 (+2.60%) |
|
Apr 23, 2026
6w ago
|
Insider Cluster
| $4.30 $5.31 | ▲ +23.49% | ▲ +20.38% | $4.49 (+4.42%) |
|
Apr 23, 2026
6w ago
|
Insider Cluster
| $4.79 $4.30 | ▼ −10.23% | ▼ −11.71% | $4.49 (−6.26%) |
|
Apr 17, 2026
7w ago
|
EFFECT
| $5.34 $4.78 | ▼ −10.49% | ▼ −11.04% | $4.49 (−15.92%) |
|
Apr 16, 2026
7w ago
|
8-K
| $5.34 $4.78 | ▼ −10.49% | ▼ −11.04% | $4.49 (−15.92%) |
|
Apr 16, 2026
7w ago
|
424B5
| $5.34 $4.78 | ▲ +10.49% | ▲ +11.04% | $4.49 (+15.92%) |
|
Apr 10, 2026
8w ago
|
8-K
| $5.30 $5.17 | ▲ +2.55% | ▲ +5.84% | $4.49 (+15.28%) |
US Market Status
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