ACTU

ACTUATE THERAPEUTICS, INC.

11 filings tracked

healthcarebiotechnologySMALL ($300M-2B)

Signal Magnitude Chart

bullish

bearish

neutral

Signal Timeline

neutralMay 22

Routine re-election of Class II directors ensures board continuity.

management change

30%

bullishMay 22

Successful ratification of independent auditor maintains financial compliance standing.

regulatory action

40%

neutralMay 22

Routine re-election of Class II directors ensures board continuity.

management change

30%

bullishMay 22

Successful ratification of independent auditor maintains financial compliance standing.

regulatory action

40%

neutralMay 22

Routine re-election of Class II directors ensures board continuity.

management change

30%

bullishMay 22

Successful ratification of independent auditor maintains financial compliance standing.

regulatory action

40%

neutralMay 22

Routine re-election of Class II directors ensures board continuity.

management change

30%

bullishMay 22

Successful ratification of independent auditor maintains financial compliance standing.

regulatory action

40%

neutralMay 22

Routine re-election of Class II directors ensures board continuity.

management change

30%

bullishMay 22

Successful ratification of independent auditor maintains financial compliance standing.

regulatory action

40%

neutralMay 22

Routine re-election of Class II directors ensures board continuity.

management change

30%

bullishMay 22

Successful ratification of independent auditor maintains financial compliance standing.

regulatory action

40%

neutralMay 22

Routine re-election of Class II directors ensures board continuity.

management change

30%

bullishMay 22

Successful ratification of independent auditor maintains financial compliance standing.

regulatory action

40%

bearishMay 14

High operational burn rate relative to minimal cash reserves.

margin compression

70%

neutralMay 14

Heavy reliance on ATM and Committed Equity facilities for survival.

capital raise

60%

bullishMay 14

Positive Phase 2 mPDAC results and FDA clearance for oral tablet study.

guidance raise

80%

bearishMay 14

Significant share reserves and active ATM usage to fund operations.

dilution risk

90%

bearishMay 14

High operational burn rate relative to minimal cash reserves.

margin compression

70%

neutralMay 14

Heavy reliance on ATM and Committed Equity facilities for survival.

capital raise

60%

bullishMay 14

Positive Phase 2 mPDAC results and FDA clearance for oral tablet study.

guidance raise

80%

bearishMay 14

Significant share reserves and active ATM usage to fund operations.

dilution risk

90%

bearishMay 14

High operational burn rate relative to minimal cash reserves.

margin compression

70%

neutralMay 14

Heavy reliance on ATM and Committed Equity facilities for survival.

capital raise

60%

bullishMay 14

Positive Phase 2 mPDAC results and FDA clearance for oral tablet study.

guidance raise

80%

bearishMay 14

Significant share reserves and active ATM usage to fund operations.

dilution risk

90%

bearishMar 26

Cash runway explicitly stated to end by July 2026.

guidance cut

90%

bullishMar 26

R&D expenses decreased 45% year-over-year as Phase 2 trial winds down.

margin expansion

60%

neutralMar 26

Utilized $100M ATM and private placements to fund operations in 2025.

capital raise

50%

Filing History

8-KMay 22, 2026

The May 2026 Annual Meeting results for Actuate Therapeutics present a dichotomy between surface-level stability and nuanced institutional hesitation. While the formal results confirm the continuity of the board and the auditing firm, the volume of withheld and non-voting shares introduces a layer of uncertainty regarding the depth of institutional support. The filing confirms that the company maintains control of its governance, but the quality of that support remains a point of contention. Ultimately, the impact of this filing is neutral to slightly positive, as it prevents an immediate governance crisis while leaving open questions about long-term shareholder conviction. Investors will likely view this as a baseline for stability, but will remain focused on whether the company can translate this mandate into tangible clinical progress and sustainable funding.

10-QMay 14, 2026

The overall impact of the Q1 2026 filing is a high-stakes tug-of-war between exceptional clinical potential and immediate financial fragility. On one hand, the mPDAC data provides a powerful proof-of-concept that could attract a major pharmaceutical partner or accelerate a path to regulatory approval. On the other hand, the company's admission of substantial doubt regarding its ability to continue as a going concern creates a volatile environment for investors. Ultimately, Actuate's survival depends on its ability to monetize its clinical success through either a strategic partnership or the efficient execution of its $150 million in equity facilities. The market must now weigh the probability of a clinical breakthrough against the certainty of continued dilution and the risk of a liquidity crunch before the July 2026 deadline. The transition to an oral tablet represents the next critical value inflection point, but the clock is ticking on the company's available cash.

10-KMar 26, 2026

The 10-K reveals a high-stakes binary bet on elraglusib. On one hand, the clinical data for mPDAC is objectively impressive for the indication, providing a clear path toward a high-value regulatory victory. The development of an oral formulation and pediatric designations further diversify the risk profile by creating multiple potential paths to approval. However, the synthesis of the financial data suggests a race against time. The disconnect between the cash runway (ending July 2026) and the clinical milestones (Q4 2026) means that the stock's value is currently tied as much to its ability to raise capital as to its scientific merit. Investors are weighing a potential clinical breakthrough against a high probability of significant equity dilution in the near term.