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LeonaBio, Inc. (LONA) Fundamental Analysis & AI Grade 2026

LONA Nasdaq Biological Products, (No Diagnostic Substances) CIK: 0001620463
Updated This Month • Analysis: May 10, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
AGREEMENT
C
75% Conf
D
82% Conf

📊 LONA Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-20.9M
Current Ratio: 10.38x
Debt/Equity: 0.00x
EPS: $-1.73
AI Grade: C with 75% confidence
LeonaBio, Inc. (LONA) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings., and return on equity (ROE) of -66.8% Below is our complete LONA stock analysis for 2026.

Is LeonaBio, Inc. (LONA) a Good Investment?

Claude

LeonaBio is a pre-revenue stage biotech company with significant cash burn (-$20.9M per period) and only $32.8M in cash reserves, providing limited runway of approximately 1.5 periods before requiring additional capital. While the balance sheet is unlevered with no debt and strong liquidity ratios, the lack of revenue, negative profitability across all metrics, and substantial insider activity suggest elevated execution and dilution risks that outweigh the modest cash cushion.

ChatGPT

LeonaBio is pre‑revenue with deep operating and net losses alongside extremely negative ROE/ROA, indicating poor capital efficiency and no demonstrated path to profitability. While liquidity is acceptable and leverage is minimal, the current cash balance supports only a limited runway given the magnitude of cash burn, implying likely financing/dilution risk absent rapid progress toward revenue or material cost cuts.

LeonaBio, Inc. Key Strengths (LONA)

Claude
  • + Strong cash position of $32.8M with minimal debt (0x debt/equity ratio)
  • + Excellent liquidity ratios (10.38x current ratio) provide near-term operational flexibility
  • + Low capital intensity ($33K capex) reduces infrastructure burden
ChatGPT
  • + $69.3M cash provides near‑term liquidity
  • + Zero long‑term debt and 0.00x debt/equity reduce solvency risk
  • + Current and quick ratios of 1.88x indicate adequate short‑term coverage

LONA Stock Risks: LeonaBio, Inc. Investment Risks

Claude
  • ! Pre-revenue stage with unproven commercial viability and no market validation
  • ! Critical cash runway of approximately 1.5-2 periods at current burn rate of -$20.9M per period
  • ! Substantial insider activity (20 Form 4 filings in 90 days) suggests leadership changes or stock sales indicating potential concerns
ChatGPT
  • ! No revenue; business viability not yet validated
  • ! High cash burn (OCF -$45.7M; operating loss -$102.3M) implies dilution/financing risk within ~1–2 years
  • ! Extremely negative ROE (-380%) and ROA (-114.6%) signal poor capital efficiency and potential going‑concern pressure

Key Metrics to Watch

Claude
  • * Revenue initiation and growth trajectory
  • * Quarterly cash burn rate and available runway remaining
  • * Capital raising activities and dilution impact on existing shareholders
ChatGPT
  • * Operating cash flow (burn rate)
  • * Cash & equivalents (runway)

LeonaBio, Inc. (LONA) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-32.9M
EPS (Diluted)
$-1.73
Free Cash Flow
$-20.9M
Total Assets
$71.6M
Cash Position
$32.8M

💡 AI Analyst Insight

Strong liquidity with a 10.38x current ratio provides a solid financial cushion.

LONA Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -66.8%
ROA -46.0%
FCF Margin N/A

LONA vs Healthcare Sector: How LeonaBio, Inc. Compares

How LeonaBio, Inc. compares to Healthcare sector averages

Net Margin
LONA 0.0%
vs
Sector Avg 12.0%
LONA Sector
ROE
LONA -66.8%
vs
Sector Avg 15.0%
LONA Sector
Current Ratio
LONA 10.4x
vs
Sector Avg 2.0x
LONA Sector
Debt/Equity
LONA 0.0x
vs
Sector Avg 0.6x
LONA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is LeonaBio, Inc. Stock Overvalued? LONA Valuation Analysis 2026

Based on fundamental analysis, LeonaBio, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-66.8%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

LeonaBio, Inc. Balance Sheet: LONA Debt, Cash & Liquidity

Current Ratio
10.38x
Quick Ratio
10.38x
Debt/Equity
0.00x
Debt/Assets
31.1%
Interest Coverage
-8,607.00x
Long-term Debt
N/A

LONA Revenue & Earnings Growth: 5-Year Financial Trend

LONA 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: LeonaBio, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-25.19 indicates the company is currently unprofitable.

LONA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

LeonaBio, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$20.9M
Cash generated from operations
Capital Expenditures
$33.0K
Investment in assets
Dividends
None
No dividend program

LONA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for LeonaBio, Inc. (CIK: 0001620463)

📋 Recent SEC Filings

Date Form Document Action
May 11, 2026 DEF 14A lona-20260511.htm View →
May 7, 2026 4 xslF345X06/form4-05082026_120559.xml View →
May 7, 2026 4 xslF345X06/form4-05082026_120552.xml View →
May 7, 2026 4 xslF345X06/form4-05082026_120544.xml View →
May 7, 2026 10-Q lona-20260331.htm View →

Frequently Asked Questions about LONA

What is the AI rating for LONA?

LeonaBio, Inc. (LONA) has a Combined AI Grade of C from Claude (C) and ChatGPT (D) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are LONA's key strengths?

Claude: Strong cash position of $32.8M with minimal debt (0x debt/equity ratio). Excellent liquidity ratios (10.38x current ratio) provide near-term operational flexibility. ChatGPT: $69.3M cash provides near‑term liquidity. Zero long‑term debt and 0.00x debt/equity reduce solvency risk.

What are the risks of investing in LONA?

Claude: Pre-revenue stage with unproven commercial viability and no market validation. Critical cash runway of approximately 1.5-2 periods at current burn rate of -$20.9M per period. ChatGPT: No revenue; business viability not yet validated. High cash burn (OCF -$45.7M; operating loss -$102.3M) implies dilution/financing risk within ~1–2 years.

What is LONA's revenue and growth?

LeonaBio, Inc. reported revenue of N/A.

Does LONA pay dividends?

LeonaBio, Inc. does not currently pay dividends.

Where can I find LONA SEC filings?

Official SEC filings for LeonaBio, Inc. (CIK: 0001620463) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is LONA's EPS?

LeonaBio, Inc. has a diluted EPS of $-1.73.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is LONA's fundamental grade?

Based on our AI fundamental analysis in May 2026, LeonaBio, Inc. has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is LONA stock overvalued or undervalued?

Valuation metrics for LONA: ROE of -66.8% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is LONA's AI grade for 2026?

Our dual AI analysis gives LeonaBio, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is LONA's free cash flow?

LeonaBio, Inc.'s operating cash flow is $-20.9M, with capital expenditures of $33.0K.

How does LONA compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE -66.8% (avg: 15%), current ratio 10.38 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 10, 2026 | Data as of: 2026-03-31 | Powered by Claude AI