WHWK Whitehawk Therapeutics, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon months Filed May 7, 2026 Processed 1mo ago SEC 0001193125-26-210615
8-K Item 2.02: Earnings release
Latest settled — T+20d
WHWK ▲ +10.15% at T+20d
NEUTRAL call ✓ call won +10.15% · α vs SPY +7.02% · entry $3.94 → $4.34
Next anchor: T+60d in 8w
Last close $4.02 (close Jun 8) · +2.03% from $3.94 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
+0.76%
call +0.76% · α -0.07%
$3.97
settled 5w ago
T+5d
+25.13%
call +25.13% · α +23.62%
$4.93
settled 27d ago
T+20d
+10.15%
call +10.15% · α +7.02%
$4.34
settled 5d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Whitehawk Therapeutics reported Q1 2026 results: net loss of $22.2M ($-0.32/share) vs consensus $-0.33, a 3% beat. Revenue was $0 (no product sales) vs $7.1M in Q1 2025, which included legacy Aadi product sales. Cash burn continues with $123M in cash, down from $145.7M at YE2025. The company is a pre-revenue clinical-stage ADC biotech with no near-term catalysts — Phase 1 data for HWK-007/016 not expected until 1H 2027.

Actionable Insight

No near-term catalysts — Phase 1 data not expected until 1H 2027. Monitor for HWK-206 IND submission in mid-2026 as the next potential catalyst. Cash burn rate of ~$22.2M/quarter implies ~5.5 quarters of runway, consistent with guidance into 2028. Stock likely to trade on pipeline milestones rather than quarterly financials.

Key Facts

  • Q1 2026 net loss of $22.2M vs $73.0M net income in Q1 2025 (which included an $87.4M gain on sale of Aadi subsidiary)
  • EPS of $-0.32 vs consensus $-0.33 — a 3% beat, in line with recent quarters
  • Revenue was $0, down from $7.1M in Q1 2025 (prior year included legacy Aadi product sales)
  • Cash, cash equivalents and short-term investments of $123.0M as of March 31, 2026, down from $145.7M at December 31, 2025
  • R&D expenses rose to $17.2M from $8.8M in Q1 2025, including $5.3M in milestone payments to WuXi Biologics
  • Phase 1 trials for HWK-007 and HWK-016 are ongoing; initial data expected in 1H 2027
  • IND submission for HWK-206 on track for mid-2026 with Phase 1 start in Q3 2026
  • Cash runway expected to fund operations into 2028

Financial Impact

No material financial impact — pre-revenue clinical-stage company with $123M cash runway into 2028

cashnet lossR&D expenses

Risk Factors

  • Pre-revenue clinical-stage company with no approved products
  • Cash burn of $22.2M per quarter; $123M cash provides ~5.5 quarters of runway
  • Phase 1 clinical data not expected until 1H 2027 — no near-term catalysts
  • Dependence on successful clinical development of ADC pipeline (HWK-007, HWK-016, HWK-206)
  • Single-asset pipeline risk with all three programs in-licensed from WuXi Biologics

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
67% bullish (12 analysts)

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001193125-26-210615
Document: whwk-20260507.htm0001193125-26-210615
Document: 0001193125-26-210615-index-headers.html0001193125-26-210615
Document: 0001193125-26-210615-index.html0001193125-26-210615
Document: 0001193125-26-210615.txt0001193125-26-210615
8-K Data (Synthetic)0001193125-26-210615
7 reports for WHWK
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+5▲ +17.44%May 13, 2026
Filters
Rows
Reports for WHWK — sortable, filterable
Type Now
May 29, 2026
11d ago
S-3
BEARISH ★ 6/10
$4.49 $4.15▲ +7.57%▲ +4.82%$4.02 (+10.47%)
May 13, 2026
27d ago
8-K
BEARISH ★ 8/10
$4.93 $4.07▲ +17.44%▲ +16.29%$4.02 (+18.46%)
May 7, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$3.94 $4.93▲ +25.13%▲ +23.62%$4.02 (+2.03%)
Apr 9, 2026
8w ago
Insider Cluster
BEARISH ★ 7/10
$3.55 $4.23▼ −19.15%▼ −15.97%$4.02 (−13.24%)
Apr 9, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$3.55 $4.23▼ −19.15%▼ −15.97%$4.02 (−13.24%)
Apr 9, 2026
8w ago
Insider Cluster
BEARISH ★ 7/10
$3.55 $4.23▼ −19.15%▼ −15.97%$4.02 (−13.24%)
Mar 12, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$3.90 $3.59▼ −7.95%▼ −6.97%$4.02 (+3.08%)
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