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Moleculin Biotech, Inc. (MBRX) Stock Fundamental Analysis & AI Rating 2026

MBRX Nasdaq Pharmaceutical Preparations DE CIK: 0001659617
Recently Updated • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Rating
STRONG SELL
91% Confidence
STRONG AGREEMENT
STRONG SELL
92% Conf
STRONG SELL
90% Conf

📊 MBRX Key Takeaways

Revenue: $0.0
Net Margin: N/A
Free Cash Flow: $-6.1M
Current Ratio: 1.38x
Debt/Equity: 0.00x
EPS: $0.00
AI Rating: STRONG SELL with 92% confidence
Moleculin Biotech, Inc. (MBRX) receives a STRONG SELL rating with 91% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $0, and return on equity (ROE) of -84.6%, Moleculin Biotech, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete MBRX stock analysis for 2026.

Is Moleculin Biotech, Inc. (MBRX) a Good Investment?

Claude

Moleculin Biotech is a pre-revenue pharmaceutical company with severe operational losses of $12.8M annually and negative operating cash flow of $6.1M quarterly, creating approximately 5 months of remaining cash runway at current burn rates. The company has zero revenue generation, negative ROE (-84.6%) and ROA (-55.0%), and faces imminent capital requirements. The low debt levels and adequate current ratio provide minimal insulation against the structural profitability crisis.

ChatGPT

Moleculin Biotech’s fundamentals are very weak: it has no revenue, deeply negative operating and net income, and negative free cash flow with no evidence of commercial scale. While the balance sheet has no meaningful debt and still shows positive equity, the current cash balance appears insufficient relative to annual operating cash burn, making future dilution or financing dependence a major risk.

Why Buy Moleculin Biotech, Inc. Stock? MBRX Key Strengths

Claude
  • + Strong balance sheet with zero debt (Debt/Equity: 0.00x) limiting leverage risk
  • + Adequate liquidity with Current Ratio of 1.38x and Quick Ratio of 1.38x
  • + Significant cash reserves of $10.3M provide short-term operational flexibility
ChatGPT
  • + Debt-free capital structure reduces financial leverage risk
  • + Positive stockholders’ equity provides some balance sheet support
  • + Current ratio above 1.0 indicates near-term obligations are currently covered

MBRX Stock Risks: Moleculin Biotech, Inc. Investment Risks

Claude
  • ! Zero revenue generation with no path to profitability evidenced in current fundamentals
  • ! Severe negative cash burn of $6.1M quarterly resulting in ~5-month cash runway
  • ! Persistent substantial operating losses of $7.9M and net losses of $12.8M without revenue offsets
  • ! Probable imminent capital raise necessity at unfavorable terms due to cash depletion
  • ! Zero insider buying activity suggests management confidence absent
ChatGPT
  • ! No revenue base means the business is entirely dependent on external financing and pipeline execution
  • ! Large recurring operating and free cash flow losses suggest limited cash runway
  • ! Very weak returns on assets and equity indicate poor current capital efficiency

Key Metrics to Watch

Claude
  • * Cash burn rate trajectory and remaining runway months
  • * Achievement of clinical or regulatory milestones justifying capital efficiency
  • * Capital raise announcements and dilution impact on equity holders
ChatGPT
  • * Quarterly operating cash burn versus cash and equivalents
  • * Any transition from zero revenue to partnership, licensing, or product revenue

Moleculin Biotech, Inc. (MBRX) Financial Metrics & Key Ratios

Revenue
$0.0
Net Income
$-12.8M
EPS (Diluted)
$0.00
Free Cash Flow
$-6.1M
Total Assets
$23.4M
Cash Position
$10.3M

💡 AI Analyst Insight

Moleculin Biotech, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

MBRX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -84.6%
ROA -55.0%
FCF Margin N/A

MBRX vs Healthcare Sector: How Moleculin Biotech, Inc. Compares

How Moleculin Biotech, Inc. compares to Healthcare sector averages

Net Margin
MBRX 0.0%
vs
Sector Avg 12.0%
MBRX Sector
ROE
MBRX -84.6%
vs
Sector Avg 15.0%
MBRX Sector
Current Ratio
MBRX 1.4x
vs
Sector Avg 2.0x
MBRX Sector
Debt/Equity
MBRX 0.0x
vs
Sector Avg 0.6x
MBRX Sector

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

Is Moleculin Biotech, Inc. Stock Overvalued? MBRX Valuation Analysis 2026

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

Return on Equity
-84.6%
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.

Moleculin Biotech, Inc. Balance Sheet: MBRX Debt, Cash & Liquidity

Current Ratio
1.38x
Quick Ratio
1.38x
Debt/Equity
0.00x
Debt/Assets
35.0%
Interest Coverage
N/A
Long-term Debt
N/A

MBRX Revenue & Earnings Growth: 5-Year Financial Trend

MBRX 5-year financial data: Year 2021: Revenue $0, Net Income -$17.4M, EPS N/A. Year 2022: Revenue $0, Net Income -$15.9M, EPS $-0.59. Year 2023: Revenue $0, Net Income -$29.0M, EPS $-15.22. Year 2024: Revenue $0, Net Income -$29.8M, EPS $-15.07. Year 2025: Revenue $0, Net Income -$26.0M, EPS $-189.14.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Moleculin Biotech, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-189.14 indicates the company is currently unprofitable.

MBRX 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

MBRX Quarterly Earnings & Performance

Quarterly financial performance data for Moleculin Biotech, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 N/A -$5.9M $-3.54
Q3 2025 N/A -$5.9M $-0.63
Q2 2025 N/A -$4.3M $-0.49
Q1 2025 N/A -$5.0M $-0.69
Q3 2024 N/A -$4.3M $-2.82
Q2 2024 N/A -$4.3M $-1.70
Q1 2024 N/A -$5.0M $-2.02
Q3 2023 N/A -$5.6M $-0.19

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Moleculin Biotech, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$6.1M
Cash generated from operations
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Moleculin Biotech, Inc. (CIK: 0001659617)

📋 Recent SEC Filings

Date Form Document Action
May 15, 2026 8-K mbrx20260514_8k.htm View →
May 14, 2026 10-Q mbrx20260331_10q.htm View →
May 13, 2026 8-K mbrx20260511_8k.htm View →
May 12, 2026 8-K mbrx20260511d_8k.htm View →
May 8, 2026 8-K mbrx20260507_8k.htm View →

Frequently Asked Questions about MBRX

What is the AI rating for MBRX?

Moleculin Biotech, Inc. (MBRX) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 91% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MBRX's key strengths?

Claude: Strong balance sheet with zero debt (Debt/Equity: 0.00x) limiting leverage risk. Adequate liquidity with Current Ratio of 1.38x and Quick Ratio of 1.38x. ChatGPT: Debt-free capital structure reduces financial leverage risk. Positive stockholders’ equity provides some balance sheet support.

What are the risks of investing in MBRX?

Claude: Zero revenue generation with no path to profitability evidenced in current fundamentals. Severe negative cash burn of $6.1M quarterly resulting in ~5-month cash runway. ChatGPT: No revenue base means the business is entirely dependent on external financing and pipeline execution. Large recurring operating and free cash flow losses suggest limited cash runway.

What is MBRX's revenue and growth?

Moleculin Biotech, Inc. reported revenue of $0.0.

Does MBRX pay dividends?

Moleculin Biotech, Inc. does not currently pay dividends.

Where can I find MBRX SEC filings?

Official SEC filings for Moleculin Biotech, Inc. (CIK: 0001659617) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MBRX's EPS?

Moleculin Biotech, Inc. has a diluted EPS of $0.00.

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 rating reflects both perspectives for balanced insights.

Is MBRX a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Moleculin Biotech, Inc. has a STRONG SELL rating with 91% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MBRX stock overvalued or undervalued?

Valuation metrics for MBRX: ROE of -84.6% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy MBRX stock in 2026?

Our dual AI analysis gives Moleculin Biotech, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MBRX's free cash flow?

Moleculin Biotech, Inc.'s operating cash flow is $-6.1M, with capital expenditures of $0.0.

How does MBRX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE -84.6% (avg: 15%), current ratio 1.38 (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 15, 2026 | Data as of: 2026-03-31 | Powered by Claude AI