GlobeNewswire Inc.T3·2mo ago
KLRS Kalaris Therapeutics, Inc. Common Stock
XNAS 2.39 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
KLRS
$2.39
—
What changed
Recent filings, trades and moves- Nov 11 Reports earnings
Key stats
$2.39
- 52-Week Range
- $1.78 – $11.88
- YTD
- -71.20%
- Straddle Price
- $2.38
- P/C Vol Ratio (Jul 18 expiry)
- 0.00
- Market Cap
- $0.1B
- Open
- $2.49
- Day Range
- $2.38 – $2.49
- Volume
- 17,215
- Prev Close
- $2.42
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.42 |
| Cost of Equity (CAPM) | 11.98% |
| WACC | 12.51% |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -76.8% |
| Book / Price | 100.1% — banking bias active (P/B is primary) |
| Debt / Equity | 0.00 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $2.75 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $2.07 |
| Bollinger Width / SMA20 | 30.6% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $0B |
Peers used for multiples: AMGN, BIIB, EXEL, GILD, HALO, KYMR, MRNA, NBIX, RVMD, TECH
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$7.53
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 30.1× · 6 peers |
| Peer EV/EBITDA | n/a | 0% | median 16.9× · 7 peers |
| Peer P/B | $28.35 | 19% | median 11.7× · 10 peers |
| Peer P/S | n/a | 0% | median 7.6× · 10 peers |
| Market Anchor (SMA50) | $2.75 | 81% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 20
- List Date
- 2025-03-19
- CIK
- 0001754068
- Next Earnings
- 2026-11-11
- EPS Forecast
- ($0.52)
- Headquarters
- Berkeley Heights, NJ
- Homepage
- https://www.kalaristx.com
Kalaris Therapeutics Inc is a clinical-stage biopharmaceutical company focused on developing and commercializing therapeutics for prevalent retinal diseases. The company is developing TH103, a novel, clinical-stage anti-vascular endothelial growth factor VEGF drug, engineered to potentially provide longer-lasting and increased anti-VEGF activity in patients with exudative and neovascular retinal diseases. TH103 is a fully humanized recombinant fusion protein, functioning as a decoy receptor (a VEGF trap), leveraging salient molecular properties of the human body's native, highest affinity VEGF…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 6.99% | 6.99% |
| Feb | -- | 14.82% | 14.82% |
| Mar | -29.99% | -44.63% | -37.31% |
| Apr | -21.63% | -6.99% | -14.31% |
| May | -50.43% | -3.48% | -26.95% |
| Jun | -11.00% | -16.94% | -13.97% |
| Jul | 3.88% | -23.03% | -9.58% |
| Aug | 51.67% | -0.25% | 25.71% |
| Sep | 44.50% | -26.28% | 9.11% |
| Oct | -17.13% | -28.77% | -22.95% |
| Nov | 25.05% | 19.00%* | 22.02% |
| Dec | 54.86% | -- | 54.86% |
| Total | -11.56% | -75.67% | -43.61% |
* Only 2 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $2.07
SMA 50: $2.72
SMA 200: $5.18
Current: $2.38
EMA 12: $2.18
EMA 26: $2.30
MACD: -0.1164 | Signal: 0.0992
BEARISH
ADX (14): 40.88
STRONG TREND
+DI: 28.21
−DI: 18.63
Momentum Oscillators
RSI (14): 52.77
NEUTRAL
Stoch %K: 75.40
Stoch %D: 68.45
Williams %R: -31.82
Volume & Volatility
BB Upper: $2.41
BB Lower: $1.74
NEUTRAL
OBV: 107,890
Vol SMA 20: 70,287
Vol ROC: -52.98%
ATR: $0.19
True Range: $0.11
HV 20: 92.7%
HV 30: 83.7%
HV 60: 65.2%
Data Summary
Data Points: 413
Last Updated:
Date Range: 2025-03-19T00:00:00 – 2026-11-06T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Technical indicators suggest a consolidation phase, with RSI indicating neutral momentum
- Positive news sentiment from recent headlines, particularly on TH103 Phase 1a SAD results and upcoming presentations
- Beta analysis shows moderate volatility, following market trends
Primary Risks:
- Negative news sentiment from regulatory issues or management changes could impact stock performance
- IV rank indicates low volatility, which may lead to increased price movement
Investment Thesis: KLRS is in a consolidation phase, with potential for a breakout above SMA 50. Recent positive news headlines suggest a bullish catalyst, but moderate volatility and beta suggest market-following trends.
Recent News Sentiment Impact: Positive news sentiment from TH103 Phase 1a SAD results and upcoming presentations has contributed to the neutral assessment, as these developments may lead to increased investor interest and potential price appreciation.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Consolidation phase
- Long-term (3-12 months): Bullish trend
Support/Resistance Levels: Upper: $4.22, Middle: $4.02, Lower: $3.83
Momentum Signals:
- RSI interpretation: Neutral (43.87)
- MACD signal: Bearish crossover (-0.04 / -0.01 / -0.03)
- Bollinger Bands position: Squeeze
Volume Analysis: Volume SMA 20: 45580.43, On-Balance Volume (OBV): 1418722.11, Volume Rate of Change: -70.63%
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news headlines from TH103 Phase 1a SAD results and upcoming presentations
- Negative news headline on investigation into Stablecoin Development Corporation stockholders
Sentiment Assessment: Positive (6/10)
Catalyst Identification: Upcoming presentation of TH103 Phase 1a clinical data at American Society of Retina Specialists; Ph 1b/2 clinical trial actively enrolling
Market Narrative: Recent positive news headlines have contributed to a neutral assessment, as these developments may lead to increased investor interest and potential price appreciation.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 0.88 (vs SPY)
- Alpha: 0.21
- Correlation: 0.11
- Stock Volatility: 1.06
Options Market Signals: IV Rank: 0.0% (Low - shows if volatility is historically high/low), Current IV: 0.0%, Expected Move: $2.38, Volume Flow: 2 calls vs 0 puts, Open Interest: 146 calls vs 0 puts, Put/Call Volume Ratio: 0.00, Market Expectation: Options market pricing $2.38 move by expiration
Downside Protection: Support levels and risk management considerations:
- Critical price level: SMA 50 ($4.12)
- Breakout/breakdown level: Bollinger Bands upper band ($4.22)
Market Context & Positioning
Market Performance: Relative strength vs sector/market: Neutral (0.5/10)
Institutional Activity: Volume patterns suggesting institutional interest:
- 2 calls vs 0 puts in options volume
- 146 calls vs 0 puts in open interest
Correlation Analysis: How stock moves relative to market (R-squared interpretation): 0.11, indicating moderate correlation with the market
Relative Valuation: Position within trading range: Neutral (4/10)
Key Levels & Action Items
Critical Price Levels:
- Support level: SMA 50 ($4.12)
- Resistance level: Bollinger Bands upper band ($4.22)
Breakout/Breakdown Levels:
- SMA 20 ($4.02) - potential support/resistance
- EMA 26 ($4.03) - potential support
Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:
- No earnings data available
- TH103 Phase 1a clinical trial actively enrolling
Risk Management: Stop-loss levels and position sizing considerations:
- Critical price level: SMA 50 ($4.12)
- Stop-loss level: Bollinger Bands lower band ($3.83)
This analysis provides a comprehensive overview of KLRS, highlighting its technical, news-driven, and risk-related aspects. The neutral assessment is based on the stock's consolidation phase, positive news sentiment, and moderate volatility. Key levels and action items are provided for potential support/resistance and breakout/breakdown levels.
Generated
News
All KLRS news →
GlobeNewswire Inc.T3·3mo ago
GlobeNewswire Inc.T3·3mo ago
GlobeNewswire Inc.T3·4mo ago
GlobeNewswire Inc.T3·10mo ago
GlobeNewswire Inc.T3·15mo ago
Earnings History
2 of 2 under expected move
Avg Expected Move
70.27%
Avg Actual Move
3.12%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2025-05-14 | unknown | 70.27% | 4.73% | 0.07x | Within |
| 2026-08-12 | unknown | — | 1.52% | — | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
KLRS Options Activity & IV Rank
Volatility Metrics
Current IV: —
7-DTE IV: —
Expected Move: $2.38
7-DTE Move: $2.38
Days to Exp: — (2025-07-18)
Options Flow · Jul 18 expiry
Call Volume: 2
Put Volume: 0
P/C Volume: —
BULLISH
Call OI: 146
Put OI: 0
P/C OI: —
Total OI: 146
ATM Options Pricing
ATM Call: $0.03
ATM Put: $2.35
Call %: 1.0%
Put %: 98.3%
Chain Summary
Chain Volume: 2
Chain OI: 146
Last Updated: 7/18/2025
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Jul 3 · ATM 1901.9% / Wing —
30 DTE / 10d
—
—
pts
EXTREME
as of Jul 3 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$2.38Jul 18
Beta Analysis
Risk Metrics
Beta: 0.2512
Alpha: -36.49%
Correlation: 0.0400
R-Squared: 0.2%
Stock Volatility: 86.5%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own KLRS
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $608K | #2532 of 3138 | +125.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $390K | #4770 of 6285 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
KLRS Institutional Ownership (13F)
Filings for 2026-06-30 · 8 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 21,459,441 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
KLRS Insider Trading (Form 4)
Latest: 2026-08-28Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-08-28 | Amy O'Leary Vandekop | VP, Corporate Controller | Grant (A) | +10,000 opt | — | EDGAR | |
| 2026-08-03 | Laurie Keating | Director | Grant (A) | +18,000 opt | — | EDGAR | |
| 2026-07-20 | Liisa Ann Bayko | Chief Financial Officer | Grant (A) | +220,000 opt | — | EDGAR | |
| 2026-06-04 | Leone D Patterson | Director | Grant (A) | +9,000 opt | — | EDGAR | |
| 2026-06-04 | Morana Jovan-Embiricos | Director | Grant (A) | +9,000 opt | — | EDGAR | |
| 2026-06-04 | Anthony P Adamis | Director | Grant (A) | +9,000 opt | — | EDGAR | |
| 2026-06-04 | David Hallal | Director | Grant (A) | +9,000 opt | — | EDGAR | |
| 2026-06-04 | Michael Dybbs | Director | Grant (A) | +9,000 opt | — | EDGAR | |
| 2026-06-04 | Srinivas Akkaraju | Director | Grant (A) | +9,000 opt | — | EDGAR | |
| 2026-06-04 | Napoleone Ferrara | Director | Grant (A) | +9,000 opt | — | EDGAR | |
| 2026-05-22 | Srinivas Akkaraju | Director | Mixed Other −47,498 · Buy +244,300 |
+196,802 | $4.83 | $1.18M | EDGAR |
| 2026-03-23 | Brett R Hagen | Chief Accounting Officer | Sell (S) | −1,915 | $6.72 | -$12.9K | EDGAR |
| 2026-03-20 | Matthew Gall | Chief Financial Officer | Grant (A) | +95,000 opt | — | EDGAR | |
| 2026-03-20 | Andrew Oxtoby | See Remarks | Grant (A) | +222,000 opt | — | EDGAR | |
| 2026-03-20 | Matthew Feinsod | Chief Medical Officer | Grant (A) | +135,000 opt | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
KLRS Insider Holdings
3 insiders · @ $2.38
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Samsara BioCapital, L.P. | 10%+ Owner | 1,979,847 | $4.71M | $5.00M | 1 | 2026-02-17 |
| 2 | Samsara Opportunity Fund, L.P. | 10%+ Owner | 1,500,000 | $3.57M | $0 | 1 | 2025-12-22 |
| 3 | Srinivas Akkaraju | Director | 19,408 | $46.2K | $1.18M | 3 | 2026-06-04 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
KLRS Board & Officers
As of SEC filings through Aug 28, 2026Directors 8
- David Hallal · since Jul 29, 2020
- Andrew Oxtoby · since Mar 18, 2025
- Anthony P Adamis · since Mar 18, 2025
- Michael Dybbs · since Mar 18, 2025
- Napoleone Ferrara · since Mar 18, 2025
- Srinivas Akkaraju · since Mar 18, 2025
- Leone D Patterson · since Apr 3, 2025
- Laurie Keating · since Aug 1, 2026
Officers 5
- Andrew Oxtoby · President and Chief Executive Officer · since Mar 18, 2025
- Liisa Ann Bayko · Chief Financial Officer · since Jul 20, 2026
- Brett R Hagen · Chief Accounting Officer · since Jul 29, 2020
- Matthew Feinsod · Chief Medical Officer · since Mar 18, 2025
- Amy O'Leary Vandekop · VP, Corporate Controller · since Jul 27, 2026
10% owners 5
- Samsara BioCapital GP, LLC (entity) · since Mar 18, 2025
- Samsara BioCapital, L.P. (entity) · since Mar 18, 2025
- Samsara Opportunity Fund GP, LLC (entity) · on file since Dec 2025
- Samsara Opportunity Fund, L.P. (entity) · on file since Dec 2025
- Srinivas Akkaraju · since Mar 18, 2025
Changes in the last 10 years (87)
| Aug 1, 2026 | Laurie Keating became a director |
| Jul 27, 2026 | Amy O'Leary Vandekop became VP, Corporate Controller |
| Jul 20, 2026 | Liisa Ann Bayko became Chief Financial Officer |
| Jul 3, 2026 | The company announced the departure of Morana Jovan-Embiricos from the board in an SEC filing |
| Apr 8, 2026 | The company announced the departure of Matthew Gall as Chief Financial Officer in an SEC filing |
| Dec 22, 2025 | Samsara Opportunity Fund, L.P. first on file as a 10% owner |
| Dec 22, 2025 | Samsara Opportunity Fund GP, LLC first on file as a 10% owner |
| Nov 3, 2025 | Matthew Gall became Chief Financial Officer |
| Apr 11, 2025 | Morana Jovan-Embiricos no longer listed as a 10% owner in SEC filings |
| Apr 11, 2025 | David Hallal no longer listed as a 10% owner in SEC filings |
| Apr 3, 2025 | Leone D Patterson became a director |
| Mar 18, 2025 | The company announced the departure of Vikas Sinha from the board in an SEC filing |
| Mar 18, 2025 | The company announced the departure of Vikas Sinha as Officer Title: President, Chief Financial Officer and Chief Executive Officer in an SEC filing |
| Mar 18, 2025 | The company announced the departure of Shawn Tomasello from the board in an SEC filing |
| Mar 18, 2025 | The company announced the departure of Malcolm Brenner from the board in an SEC filing |
| Mar 18, 2025 | The company announced the departure of Juan Vera from the board in an SEC filing |
| Mar 18, 2025 | The company announced the departure of Jeffrey S Bornstein from the board in an SEC filing |
| Mar 18, 2025 | The company announced the departure of Edward Miller as General Counsel in an SEC filing |
| Mar 18, 2025 | The company announced the departure of Derek N. Adams from the board in an SEC filing |
| Mar 18, 2025 | Srinivas Akkaraju became a director |
| Mar 18, 2025 | Srinivas Akkaraju became a 10% owner |
| Mar 18, 2025 | Samsara BioCapital, L.P. became a 10% owner |
| Mar 18, 2025 | Samsara BioCapital GP, LLC became a 10% owner |
| Mar 18, 2025 | Samir Chandrakant Patel became a director |
| Mar 18, 2025 | Napoleone Ferrara became a director |
| Mar 18, 2025 | Michael Dybbs became a director |
| Mar 18, 2025 | Matthew Feinsod became Chief Medical Officer |
| Mar 18, 2025 | Anthony P Adamis became a director |
| Mar 18, 2025 | Andrew Oxtoby became a director |
| Mar 18, 2025 | Andrew Oxtoby became President and Chief Executive Officer |
| Jan 13, 2025 | Vikas Sinha listed as Officer Title: President, Chief Financial Officer and Chief Executive Officer (previously Officer Title: President and Chief Financial Officer) in SEC filings |
| Dec 19, 2024 | The company announced the departure of Diana Brainard from the board in an SEC filing |
| Dec 19, 2024 | The company announced the departure of Diana Brainard as Chief Executive Officer in an SEC filing |
| Jun 12, 2023 | Cintia Piccina became Chief Commercial Officer |
| Mar 1, 2023 | Derek N. Adams became a director |
| Feb 22, 2023 | The company announced the departure of Ansbert Gadicke from the board in an SEC filing |
| Nov 21, 2022 | The company announced the departure of Jeroen B Van Beek as Chief Commercial Officer in an SEC filing |
| Aug 1, 2022 | Vikas Sinha first listed as a 10% owner in an SEC filing |
| Aug 1, 2022 | ElevateBio, LLC first listed as a director in an SEC filing |
| Jul 28, 2022 | Globeways Holdings Ltd became a director |
| Jul 28, 2022 | Globeways Holdings Ltd became a 10% owner |
| Jul 28, 2022 | Globeways Holdings II Ltd became a director |
| Jul 28, 2022 | Globeways Holdings II Ltd became a 10% owner |
| Jul 28, 2022 | Gilead Sciences, Inc. became a 10% owner |
| Jul 28, 2022 | F2 Mc, LLC became a director |
| Jul 28, 2022 | F2 Mc, LLC became a 10% owner |
| Jul 28, 2022 | F2 MG Ltd became a director |
| Jul 28, 2022 | F2 MG Ltd became a 10% owner |
| Jul 28, 2022 | F2 Capital I 2020 became a director |
| Jul 28, 2022 | F2 Capital I 2020 became a 10% owner |
| Jul 28, 2022 | F2 Bioscience AV 2022 LLC became a director |
| Jul 28, 2022 | F2 Bioscience AV 2022 LLC became a 10% owner |
| Jul 28, 2022 | F2 - TPO Investments LLC became a director |
| Jul 28, 2022 | F2 - TPO Investments LLC became a 10% owner |
| May 19, 2022 | Morana Jovan-Embiricos first listed as a 10% owner in an SEC filing |
| Mar 29, 2022 | The company announced the departure of John Robert Wilson from the board in an SEC filing |
| Mar 29, 2022 | Shawn Tomasello became a director |
| Oct 25, 2021 | Morana Jovan-Embiricos no longer listed as a 10% owner in SEC filings |
| May 27, 2021 | David Hallal no longer listed as Chief Executive Officer in SEC filings |
| May 18, 2021 | Diana Brainard first listed as Chief Executive Officer in an SEC filing |
| Jan 21, 2021 | Vikas Sinha no longer listed as a 10% owner in SEC filings |
| Aug 5, 2020 | Redmile Group, LLC reported in an SEC filing no longer being a 10% owner |
| Aug 5, 2020 | Jeremy Green reported in an SEC filing no longer being a 10% owner |
| Jul 29, 2020 | Vikas Sinha became a director |
| Jul 29, 2020 | Vikas Sinha became a 10% owner |
| Jul 29, 2020 | Vikas Sinha became Officer Title: President and Chief Financial Officer |
| Jul 29, 2020 | Redmile Group, LLC became a 10% owner |
| Jul 29, 2020 | Morana Jovan-Embiricos became a director |
| Jul 29, 2020 | Morana Jovan-Embiricos became a 10% owner |
| Jul 29, 2020 | Malcolm Brenner became a director |
| Jul 29, 2020 | Juan Vera became a director |
| Jul 29, 2020 | John Robert Wilson became a director |
| Jul 29, 2020 | Jeroen B Van Beek became Chief Commercial Officer |
| Jul 29, 2020 | Jeremy Green became a 10% owner |
| Jul 29, 2020 | Jeffrey S Bornstein became a director |
| Jul 29, 2020 | Ercem Atillasoy became Officer Title: Chief Regulatory and Safety Officer |
| Jul 29, 2020 | ElevateBio, LLC became a 10% owner |
| Jul 29, 2020 | Edward Miller became General Counsel |
| Jul 29, 2020 | Diana Brainard became a director |
| Jul 29, 2020 | David Hallal became a director |
| Jul 29, 2020 | David Hallal became a 10% owner |
| Jul 29, 2020 | David Hallal became Chief Executive Officer |
| Jul 29, 2020 | Brett R Hagen became Chief Accounting Officer |
| Jul 29, 2020 | Ansbert Gadicke became a director |
| Jul 29, 2020 | Ansbert Gadicke became a 10% owner |
| Jul 29, 2020 | Ann M. Leen became Chief Scientific Officer |
| Jul 29, 2020 | Agustin Melian became Chief Medical Officer |
Not reported recently (16)
- Samir Chandrakant Patel · Last reported as a director in an SEC filing dated Apr 11, 2025
- Vikas Sinha · Last reported as a 10% owner in an SEC filing dated Feb 24, 2025
- Cintia Piccina · Last reported as Chief Commercial Officer in an SEC filing dated Jul 5, 2023
- Gilead Sciences, Inc. · Last reported as a 10% owner in an SEC filing dated Jun 28, 2023
- Ann M. Leen · Last reported as Chief Scientific Officer in an SEC filing dated Feb 3, 2023
- Ercem Atillasoy · Last reported as Officer Title: Chief Regulatory and Safety Officer in an SEC filing dated Oct 26, 2022
- Globeways Holdings II Ltd · Last reported as a director in an SEC filing dated Aug 5, 2022
- F2 Mc, LLC · Last reported as a director in an SEC filing dated Aug 5, 2022
- F2 Capital I 2020 · Last reported as a director in an SEC filing dated Aug 5, 2022
- F2 MG Ltd · Last reported as a director in an SEC filing dated Aug 5, 2022
- F2 Bioscience AV 2022 LLC · Last reported as a director in an SEC filing dated Aug 5, 2022
- Globeways Holdings Ltd · Last reported as a director in an SEC filing dated Aug 5, 2022
- F2 - TPO Investments LLC · Last reported as a director in an SEC filing dated Aug 5, 2022
- ElevateBio, LLC · Last reported as a 10% owner in an SEC filing dated Aug 1, 2022
- Ansbert Gadicke · Last reported as a 10% owner in an SEC filing dated Aug 1, 2022
- Agustin Melian · Last reported as Chief Medical Officer in an SEC filing dated Oct 5, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
KLRS Proposed Insider Sales (Form 144)
Latest: 2026-03-20
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-03-20 | BRETT R R HAGEN | Officer | 1,915 | $12.9K | 2026-03-20 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-02-24 | Sinha Vikas | Owner, Officer, Director | 709 | $3.1K | 2025-02-21 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-02-24 | Miller Edward | Officer | 289 | $1.1K | 2025-02-21 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-02-24 | Hagen Brett R | Officer | 96 | $967 | 2025-02-21 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-01-24 | Sinha Vikas | Owner, Officer, Director | 129 | $1.2K | 2025-01-23 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-01-24 | Miller Edward | Officer | 52 | $495 | 2025-01-23 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-01-24 | Hagen Brett R | Officer | 36 | $341 | 2025-01-23 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-01-10 | Miller Edward | Officer | 409 | $180 | 2025-01-10 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-01-10 | Sinha Vikas | Owner, Officer, Director | 979 | $431 | 2025-01-10 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2025-01-10 | Hagen Brett R | Officer | 332 | $146 | 2025-01-10 | Morgan Stanley Smith Barney LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-08-11
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-08-11 | 0001193125-26-344532 | EDGAR |
ETF Holders
6 ETFs hold KLRS
6 shown · $1.03M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $737,924 | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $201,112 | — | 2026-09-30 |
| 3 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $66,785 | $1.2B | 2026-11-06 |
| 4 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $7,779 | — | 2026-11-05 |
| 5 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $6,490 | — | 2026-11-05 |
| 6 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $6,169 | — | 2026-11-05 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$-2.09
TTM Revenue
—
TTM Net Income
$-44.26M
TTM Op. Cash Flow
$-41.02M
Quarterly figures (6 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | — | $-11.52M | $-0.48 | $-11.05M |
| Q1 '26 | 2026-03-31 | — | $-10.86M | $-0.46 | $-11.58M |
| Q4 '25 | 2025-12-31 | — | $-10.00M | $-0.44 | $-7.06M |
| Q3 '25 | 2025-09-30 | — | $-11.89M | $-0.64 | $-11.33M |
| Q2 '25 | 2025-06-30 | — | $-11.35M | $-0.61 | $-12.54M |
| Q1 '25 | 2025-03-31 | — | $-10.20M | $-2.52 | $-7.44M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-11
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
0.89
P/S
—
EV/EBITDA
—
EV/Sales
—
ROE
-76.7%
ROA
-44.5%
Div Yield
0.00%
FCF Yield
-80.31%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$51.07M
as of 2026-11-09
KLRS vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| AMGN Amgen Inc | $249.0B | 26.9 | +8.2% | +41.6% | 32 |
| GILD Gilead Sciences Inc | $207.0B | — | +6.5% | +39.4% | 53 |
| MRNA Moderna, Inc. Common Stock | $101.5B | — | −27.6% | +795.8% | 51 |
| ARGX argenx SE American Depositary Shares | $58.3B | — | — | +14.9% | 55 |
| RVMD Revolution Medicines, Inc. Common Stock | $41.6B | — | — | +151.8% | 66 |
| BIIB Biogen Inc. Common Stock | $36.7B | 110.3 | +2.3% | +45.1% | 100 |
| BNTX BioNTech SE American Depositary Share | $21.7B | — | — | −8.5% | 38 |
| EXEL Exelixis Inc | $17.0B | 21.4 | +9.1% | +64.0% | 32 |
| KLRS Kalaris Therapeutics, Inc. Common Stock | $58M | — | — | −71.3% | — |
| Peer median | $49.9B | 26.9 | +6.5% | +43.4% | 52 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
306.40K
SI % of Float
5.44%
Days to Cover
3.46
Short Vol Ratio
22.3%
Free Float
5.63M
Float %
23.7%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-14