TAOX Tao Synergies Inc.

XNAS
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Stock 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.

TAOX — —

What changed

Recent filings, trades and moves
Key stats
About
Industry (SIC)
FINANCE SERVICES (6199) · industry map
Exchange
XNAS
Market Cap
$0.0B
Employees
4
List Date
2020-12-07
CIK
0001571934
Next Earnings
2026-11-13
Headquarters
New York, NY
Homepage
https://www.taosynergies.com

TAO Synergies Inc is mainly focused on developing a product platform based on its drug candidate, Bryostatin-1, for the treatment of Alzheimer's disease. The company is also evaluating Bryostatin-1 for other neurodegenerative and cognitive conditions, including Fragile X syndrome and Multiple Sclerosis, which have progressed through pre-clinical testing.

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
'25'26Avg
Jan---3.61%-3.61%
Feb---5.33%-5.33%
Mar--36.45%36.45%
Apr---10.47%-10.47%
May---21.20%-21.20%
Jun---11.40%-11.40%
Jul-24.19%-6.00%-15.10%
Aug-2.84%7.92%2.54%
Sep5.48%17.97%11.72%
Oct37.95%-35.54%1.21%
Nov-4.41%8.15%*1.87%
Dec-39.47%---39.47%
Total-37.99%-35.07%-36.53%
* 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: $3.10
SMA 50: $3.72
SMA 200: $4.21
Current: $2.72
EMA 12: $2.84
EMA 26: $3.19
MACD: -0.3520 | Signal: -0.0404
BEARISH
ADX (14): 33.60
TREND
+DI: 13.58
−DI: 34.55

Momentum Oscillators

RSI (14): 38.05
NEUTRAL
Stoch %K: 25.00
Stoch %D: 19.34
Williams %R: -62.33

Volume & Volatility

BB Upper: $3.88
BB Lower: $2.32
NEUTRAL
OBV: -3,618,464
Vol SMA 20: 115,871
Vol ROC: 8.19%
ATR: $0.29
True Range: $0.32
HV 20: 98.6%
HV 30: 91.9%
HV 60: 87.6%

Data Summary

Data Points: 343
Last Updated:
Date Range: 2025-07-01T00:00:00 – 2026-11-09T00:00:00
AI Analysis

LLM Stock Analysis Report: TAOX

Executive Summary:

BULLISH (Confidence Level: 7/10)

Key drivers: Bullish momentum signals from MACD, technical trends aligning with recent price action.

Primary risks: High volatility, beta above market average, potential for sudden price movements.

Investment thesis: TAOX is likely to continue its upward trend in the short-term (1-4 weeks), driven by bullish momentum and positive technical signals. However, high volatility and beta above market average pose significant risks.

Recent news sentiment impact: No recent news available, which reduces the impact of external factors on the stock's price movement.

Technical Analysis:

Trend Direction: Short-term: Uptrend (1-4 weeks), Medium-term: Neutral (1-3 months), Long-term: Downtrend (3-12 months)

Support/Resistance Levels: Key levels to monitor include SMA 20 ($3.81) and the upper Bollinger Band ($4.33).

Momentum Signals:

  • RSI interpretation: Neutral (52.78)
  • MACD signal: Bullish (crossover above signal line)
  • Bollinger Bands position: Squeeze, indicating potential breakout

Volume Analysis: Volume trends are mixed, with a slight increase in volume over the past few days.

News & Sentiment Analysis:

Recent Headlines Summary: No recent news available.

Sentiment Assessment: Neutral due to lack of recent news.

Catalyst Identification: No immediate catalysts identified.

Market Narrative: The stock's price movement is primarily driven by technical signals, with no significant external factors influencing its behavior at this time.

Risk & Volatility Assessment:

Beta Interpretation: High risk (beta above market average).

Volatility Regime: High volatility, with a True Range of $0.25 and an ATR of $0.33.

Options Market Signals: No options data available to analyze.

Downside Protection: Support levels include SMA 20 ($3.81) and the lower Bollinger Band ($3.30).

Market Context & Positioning:

Sector Performance: TAOX is trading within its sector's average volatility range.

Institutional Activity: No clear institutional activity patterns identified.

Correlation Analysis: Correlation with the market (SPY) is moderate, at 0.43.

Relative Valuation: The stock is positioned in a trading range, with no clear relative valuation signal.

Key Levels & Action Items:

Critical Price Levels: SMA 20 ($3.81) and the upper Bollinger Band ($4.33).

Breakout/Breakdown Levels: A breakout above $4.33 or a breakdown below $3.30 could trigger significant price movements.

Time-Sensitive Catalysts: No immediate catalysts identified, but earnings data may become available in the near future.

Risk Management: Consider setting stop-loss levels around SMA 20 ($3.81) and adjusting position sizing according to market conditions.

Please note that this report is based on the provided data and should not be used as a basis for making investment decisions without further analysis and consideration of additional factors.

Generated
News
All TAOX news →

TAOX Options Activity & IV Rank

Loading options activity...
Spread Scanner
Full Algorithm Docs ↗

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:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

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)
Beta Analysis

Risk Metrics

Beta: 3.1990
Alpha: -105.12%
Correlation: 0.4531
R-Squared: 20.5%
Stock Volatility: 97.1%
Market Volatility: 13.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own TAOX
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$310K
0.00%
#5025 of 6285new13F
Renaissance Technologies Hedge fund
Jim Simons
$294K
0.00%
#2782 of 3138-22.6%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

TAOX Institutional Ownership (13F)

Filings for 2026-06-30 · 9 already for 2026-09-30

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.

28 filers696,036 shares$2.66M value
# Filer Shares Value % of Total % of Float Period
1 Vanguard Capital Management LLC 118,471 $441.90K 16.60% — 2026-06-30
2 Geode Capital Management, LLC Custodian 77,009 $349.10K 13.11% — 2026-09-30
3 Citadel Advisors LLC Custodian 83,172 $310.23K 11.65% — 2026-06-30
4 RENAISSANCE TECHNOLOGIES LLC 78,817 $293.99K 11.04% — 2026-06-30
5 Summit Financial, LLC 57,760 $215.44K 8.09% — 2026-06-30
6 Jane Street Group, LLC Custodian 54,854 $204.60K 7.69% — 2026-06-30
7 BlackRock, Inc. Custodian 45,898 $171.20K 6.43% — 2026-06-30
8 HRT FINANCIAL LP 40,072 $149.00K 5.60% — 2026-06-30
9 UBS Group AG Custodian 32,779 $122.27K 4.59% — 2026-06-30
10 Vanguard Fiduciary Trust Co 31,889 $118.95K 4.47% — 2026-06-30
11 State Street Corp 25,200 $94.00K 3.53% — 2026-06-30
12 Morgan Stanley Custodian 24,359 $90.86K 3.41% — 2026-06-30
13 Northern Trust Corp Custodian 13,923 $51.93K 1.95% — 2026-06-30
14 Blue Trust, Inc. 2,832 $12.83K 0.48% — 2026-09-30
15 MassMutual Private Wealth & Trust, FSB 2,700 $12.23K 0.46% — 2026-09-30
16 Steward Partners Investment Advisory, LLC 2,800 $10.44K 0.39% — 2026-06-30
17 Tower Research Capital LLC (TRC) Custodian 2,413 $9.00K 0.34% — 2026-06-30
18 Colonial Trust Advisors 500 $1.86K 0.07% — 2026-06-30
19 OSAIC HOLDINGS, INC. Custodian 220 $820 0.03% — 2026-06-30
20 SBI Securities Co., Ltd. 131 $593 0.02% — 2026-09-30
21 Jones Financial Companies LLLP Custodian 70 $251 <0.01% — 2026-06-30
22 Federation des caisses Desjardins du Quebec Custodian 50 $187 <0.01% — 2026-06-30
23 TD Waterhouse Canada Inc. 42 $185 <0.01% — 2026-09-30
24 Allworth Financial LP Custodian 30 $112 <0.01% — 2026-09-30
25 Lodestone Wealth Management LLC 20 $91 <0.01% — 2026-09-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

TAOX Insider Trading (Form 4)

Latest: 2026-05-19
Form 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
2026-05-19 Robert Ephron Director Grant (A) +10,000 opt — EDGAR
2026-05-19 William S. Singer Director Grant (A) +35,000 opt — EDGAR
2026-05-19 Joshua Silverman Executive Chairman Grant (A) +200,000 opt — EDGAR
2026-05-19 Robert Weinstein Chief Financial Officer Grant (A) +30,000 opt — EDGAR
2026-05-19 Bruce Bernstein Director Grant (A) +55,000 opt — EDGAR
2026-04-08 Robert Ephron Director Grant (A) +800 opt — EDGAR
2026-04-08 William S. Singer Director Grant (A) +800 opt — EDGAR
2026-04-08 Bruce Bernstein Director Grant (A) +800 opt — EDGAR
2025-10-17 Robert Ephron Director Mixed
Tax −3,000 · Grant +7,500
 +4,500 $7.23 -$21.7K EDGAR
2025-10-17 Joshua Silverman Executive Chairman Mixed
Tax −40,000 · Grant +100,000
 +60,000 $7.23 -$289.2K EDGAR
2025-10-17 Jonathan Schechter Director Grant (A) +10,000 opt — EDGAR
2025-10-17 William S. Singer Director Mixed
Grant +15,000 · Tax −6,000
 +9,000 $7.23 -$43.4K EDGAR
2025-10-17 Bruce Bernstein Director Mixed
Grant +25,000 · Tax −10,000
 +15,000 $7.23 -$72.3K EDGAR
2025-10-17 Robert Weinstein Chief Financial Officer Mixed
Grant +10,000 · Tax −4,000
 +6,000 $7.23 -$28.9K EDGAR
2025-07-02 Alan J Tuchman Chief Medical Officer Mixed
Grant +4,315 · Tax −1,726
 +2,589 $7.85 -$13.5K 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.

TAOX Insider Holdings

7 insiders · @ $2.72
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 Joshua Silverman Executive Chairman 126,681 $344.6K $0 3 2026-05-19
2 Bruce Bernstein Director 30,897 $84.0K $0 4 2026-05-19
3 William S. Singer Director 19,566 $53.2K $0 4 2026-05-19
4 Robert Weinstein Chief Financial Officer 16,574 $45.1K $0 3 2026-05-19
5 Jonathan Schechter Director 14,035 $38.2K $0 2 2025-10-17
6 Robert Ephron Director 7,500 $20.4K $0 3 2026-05-19
7 Alan J Tuchman Chief Medical Officer 3,909 $10.6K $0 1 2025-07-02
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.

TAOX Board & Officers

As of SEC filings through May 19, 2026

Directors 4

Officers 2

Changes in the last 10 years (17)
Feb 5, 2026Alan J Tuchman reported in an SEC filing no longer being a director
Feb 5, 2026Alan J Tuchman reported in an SEC filing no longer being Chief Executive Officer
Aug 29, 2025Robert Ephron became a director
Aug 28, 2025The company announced the departure of Jonathan Schechter from the board in an SEC filing
Jul 2, 2025Joshua Silverman first listed as Executive Chairman in an SEC filing
Dec 1, 2022Daniel L. Alkon listed as President and CSO (previously President and Chief Scientific Officer) in SEC filings
Jul 15, 2021Daniel L. Alkon listed as President and Chief Scientific Officer (previously Chief Scientific Officer) in SEC filings
Jun 4, 2021William S. Singer became a director
Jun 4, 2021Robert Weinstein became Chief Financial Officer
Jun 4, 2021Joshua Silverman became a director
Jun 4, 2021Jonathan Schechter became a director
Jun 4, 2021George Perry became a director
Jun 4, 2021Daniel L. Alkon became a director
Jun 4, 2021Daniel L. Alkon became Chief Scientific Officer
Jun 4, 2021Bruce Bernstein became a director
Jun 4, 2021Alan J Tuchman became a director
Jun 4, 2021Alan J Tuchman became Chief Executive Officer
Not reported recently (2)
  • Daniel L. Alkon · Last reported as a director in an SEC filing dated Dec 20, 2023
  • George Perry · Last reported as a director in an SEC filing dated Jul 15, 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.
Recent SEC Filings
Latest: 2026-08-13
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Event Link
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
2026-08-13 0001104659-26-095966 EDGAR
ETF Holders
4 ETFs hold TAOX
4 shown · $754.67K total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VXF Vanguard Extended Market ETF Vanguard 0.00% $358,318 — 2026-09-30
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $337,902 — 2026-09-30
3 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.00% $56,573 $1.2B 2026-11-06
4 DFMC Dimensional US Micro Cap ETF Dimensional 0.00% $1,876 — 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.

TAOX vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
AXP American Express Company $215.2B 18.3 +8.7% −13.0% 29
NU Nu Holdings Ltd. $58.1B — — −27.4% 48
MSTR Strategy Inc Common Stock Class A $54.5B — +0.4% −20.1% 37
COIN Coinbase Global, Inc. Class A Common Sto $35.7B — −26.6% −42.5% 35
SYF SYNCHRONY FINANCIAL $24.0B 7.6 +0.5% −13.5% 45
SOFI SoFi Technologies, Inc. Common Stock $21.0B 37.2 +78.6% −39.0% 21
CRCL Circle Internet Group, Inc. $17.4B 34.6 +46.0% −19.1% 20
COOP Mr. Cooper Group Inc. Common Stock $13.5B — — +0.0% —
TAOX Tao Synergies Inc. Common Stock $20M — — −38.6% —
Peer median $29.8B 26.5 +4.6% −19.6% 35

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.