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what it is
Lunai Bioworks uses AI tools to hunt for new drugs and biodefense treatments before human trials start.
how it gets paid
Last year Lunai Bioworks made n/a in revenue. drug discovery platform was the main engine at $0M, or 40% of sales.
what just happened
Latest quarter EPS came in at $0.04, up 150% vs. prior year, but revenue still sits at $0M.
At a glance
C++ balance sheet — some cracks in the foundation
25/100 earnings predictability — expect surprises
-$0.50 fy2025 eps est
0.95 beta
~$4M market cap
xvary composite: 41/100 — below average
What they do
Lunai Bioworks uses AI tools to hunt for new drugs and biodefense treatments before human trials start.
If Lunai wins, it wins by mixing more patient data into one read. Augusta combines MRI scans with genetic and metabolic data, and management says that lifted Alzheimer’s diagnostic accuracy by up to 35%. Integrated phenomics (multiple layers of biology data) → more complete disease signals → so what: you get a better shot at finding something worth licensing.
How they make money
n/a
annual revenue
drug discovery platform
$0M
flat
alzheimer's diagnostics work
$0M
up to +35% accuracy
immune cell therapy licensing
$0M
first LOI signed
biodefense programs
$0M
flat
The products that matter
drug discovery platform
AI Drug Discovery Platform
$0 disclosed revenue
it is the flagship platform, but the last 12 months still show $0 revenue. until that changes, you are funding a thesis, not underwriting a proven product.
core claim
biodefense research platform
Biodefense AI Platform
no disclosed contracts
it has been mentioned in a CNBC feature, but the company still reported $0 revenue. attention is not commercialization.
optionality
Key numbers
~$4M
market cap
At roughly $4M, the whole company is priced like a single nice house. That tells you how little proof the market sees today.
29
employees
Twenty-nine people are trying to cover drug discovery, Alzheimer’s, cancer, and biodefense. Scale mismatch → tiny team versus huge ambition → so what: execution risk is everywhere.
-$0.50
FY2025 EPS est.
EPS estimate → profit per share → so what: analysts still expect a loss of $0.50 a share, even after the recent scientific updates.
$0M
long-term debt
Long-term debt of $0M means no big lender is pressing the company today. The trade is simple: less debt pressure, more dependence on new capital if losses continue.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $0M (6% of capital)
C++ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for LNAI right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Latest quarter EPS came in at $0.04, up 150% vs. prior year, but revenue still sits at $0M.
EPS improved from the prior year, and another source lists the last reported EPS at $0.13. Revenue remains undisclosed or effectively zero, so the real story is cost movement, not sales traction.
$0M
revenue
$0.04
eps
n/a
n/a
the number that mattered
The 150% EPS improvement matters because losses narrowing is the only hard financial progress you can point to while revenue is still $0M.
source: company earnings report, 2026
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What could go wrong
the #1 risk here is not abstract biotech uncertainty. it is Nasdaq delisting tied to a business with $0 revenue and only $491.65k of cash.
med
Nasdaq delisting on March 26, 2026
Nasdaq scheduled a delisting hearing for March 26, 2026 after an initial notice and review request. For a ~$4M company, exchange status is not cosmetic. It affects liquidity, credibility, and access to capital.
A bad outcome can pressure trading liquidity immediately and make future financing even more expensive.
med
emergency financing or dilution
$491.65k of cash against a $125.5M trailing net loss leaves almost no operating cushion. The company may need capital on weak terms simply to stay in the game.
That risk touches 100% of the equity story because the market cap is only ~$4M. A financing can reshape ownership fast.
med
platform commercialization never arrives
The AI Drug Discovery Platform and Biodefense AI Platform are still claims waiting for disclosed economics. With $0 revenue over the last 12 months, there is no evidence yet that either platform has crossed into a real business.
If revenue stays at $0, the story remains narrative-heavy and financing-dependent. That is a fragile combination.
With $0 revenue, negative $13.55M of equity, and just $491.65k of cash, there is no balance-sheet cushion here. Delisting risk and financing risk can hit at the same time.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
March 26, 2026 delisting hearing
This is the date on the page that matters most. If exchange status worsens, the stock can get harder to own before the business gets easier to believe.
metric
revenue moving above $0
You do not need a perfect quarter. You do need proof that one of the platforms can produce disclosed economics. Until revenue moves off $0, the thesis is still pre-commercial.
risk
cash versus burn
$491.65k of cash against a $125.5M net loss is the mismatch to watch. If management raises capital, watch the terms harder than the headline.
trend
signal versus story
External attention, including a CNBC mention, can move sentiment. The durable trend only starts when attention turns into revenue, contracts, or disclosed partners.
Analyst rankings
short-term outlook
mixed
analyst target data is thin here. in human-speak: nobody has a clean consensus because the business has not given them much to model.
risk profile
volatile
price stability is 5 / 100. In plain English: this is a headline-driven stock, not a sleepy compounder.
chart momentum
stock-specific
the chart will react more to financing, listing status, and platform validation than to broad market mood.
earnings predictability
25/100
when revenue is $0 and the model is still changing shape, reported numbers will not feel stable. That is what 25/100 is telling you.
source: institutional data
Institutional activity
institutional ownership data for LNAI is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$1
current price
n/a
target midpoint · n/a from current
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