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← CockpitCompetitor Analysis › COAG Hemab Therapeutics Holdings, Inc.Open in the cockpit ↗

Hemab Therapeutics Holdings, Inc.COAGCompetitor analysis, valuation and peers

United States · USD·Health Care›Biotechnology

Develops therapies for rare bleeding disorders including Glanzmann thrombasthenia, a genetic platelet disease.

Momentum leader 97
Mkt cap
$2.29B
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$16.5M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 6.4%
Hurdle
n/a
no reverse DCF
Next earnings
4 days
10 Nov 2026
Close · USD$49.02
1D+7.6%
1W+18.3%
1M+58.7%
3M-1.7%
6M+95.1%
YTDn/a
1Yn/a
ATR %5.7%
52w lowhigh11.6% off high

What Hemab Therapeutics does

Develops therapies for rare bleeding disorders including Glanzmann thrombasthenia, a genetic platelet disease.

Has no product on sale, so it funds studies from money raised from investors; income would first come from licensing or partnership payments and later from drug sales if a product is approved. Its drugs target conditions with few patients, so one approved product would serve a small group at a high price per patient.

Products and services

  • HMB-001 (Glanzmann thrombasthenia and other bleeding disorde

Customers

  • Hematologists (post-approval)

Where it sits in the supply chain

  • Health Care
  • Biotechnology
  • Rare bleeding disorder therapeutics

What could go right

  • First-in-class potential in an underserved rare disease
  • Orphan drug pricing and exclusivity

What could go wrong

  • Small addressable patient populations
  • Clinical trial and regulatory timeline risk

Moat: none (IP / patents). Addresses rare bleeding disorders with limited approved options, but is clinical-stage with small target populations.

Headquarters: Boston, Massachusetts, US · Founded: 2020 · Employees: 72

Named competitors

Hemab Therapeutics at a glance

Size Hemab Therapeutics (COAG) is a United States Health Care company (Biotechnology) with a market value of $2.29B, the 1713th largest of 3,117 United States companies the cockpit tracks. Shares closed at $49.02 on 6 Nov 2026.

Performance Over six months the shares gained 95.1%, against +7.0% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 21 in its peer set.

Short interest Short interest is 6.8% of the free float (15 Oct 2026).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026COAG 196Peer median 106
Six months, rebased to 100: Hemab Therapeutics against the median of its 20 peers (local-currency closes).

Hemab Therapeutics financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024
Revenuen/a$0$0
Revenue growth———
Gross profitn/a-$304,000-$248,000
EBITDAn/a-$69.8M-$50.1M
Net incomen/a-$63.9M-$48.7M
Free cash flown/a-$61.5M-$45.9M
Capital expendituren/a$16,000$282,000
Total debt$1.03M$361M$206M

Quarterly statements and history in the cockpit →

Hemab Therapeutics competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+50%+100%0%+25%+50%SEPNVIMIANZEAL688520CLDX302440AUPH300676RXRXLKFTPHVSMBX688222300601PVLAVIRREPLTRVICOAG6-month return →1-month return →
Up and to the right = strong over both horizons. Hemab Therapeutics is the large dot.

Hemab Therapeutics competitors and peer comparison

Head to head with its named competitors (COAG vs NOVO-B.CO vs SAN.PA)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Hemab Therapeutics COAG$2.29B+95%n/an/an/an/a
Novo Nordisk A/S NOVO-B.CO$190B-7%+6%48%4.0×0.1%
Sanofi SAN.PA$113B+14%+15%27%2.6×-5.4%

How Hemab Therapeutics compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Hemab Therapeutics against its 20 peers (data as of 6 Nov 2026)
MeasureCOAGPeer medianRank in peer set
1-month return+58.7%+1.3%2nd highest of 21
6-month return+95.1%+7.0%3rd highest of 21
Distance from 52-week high-11.6%-28.5%7th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Hemab Therapeutics COAGUnited States$2.29B+95%n/an/an/an/an/a
Septerna SEPNUnited States$2.28B+105%+13,520%-57%19.5×18.7%n/a
Vimian VIMIAN.STSweden$2.26B+41%+8%19%4.9×12.5%+44.5%
Zealand Pharma A/S ZEAL.CODenmark$2.32B-32%-49%51%0.3×n/an/a
Sinocelltech 688520.SSChina$2.25B-23%-40%-75%15.6×n/an/a
Celldex Therapeutics CLDXUnited States$2.35B-12%-97%-206,220%10,375.3×n/an/a
SKBS 302440.KSSouth Korea$2.22B-11%+23%-25%4.5×n/an/a
Immunome IMNMUnited States$2.21B-17%-100%n/an/an/an/a
Aurinia Pharmaceuticals AUPHUnited States$2.21B+8%+21%45%5.5×5.1%+41.4%
BGI Genomics 300676.SZChina$2.39B-4%0%-14%3.7×n/an/a
Recursion Pharmaceuticals RXRXUnited States$2.19B+6%+56%-725%25.1×n/an/a
Lakefront Biotherapeutics LKFT.ASNetherlands$2.19B+25%+259%60%n/an/an/a
Pharvaris PHVSUnited States$2.41B+14%n/an/an/an/an/a
Vera Therapeutics VERAUnited States$2.15B-18%n/an/an/an/an/a
MBX Biosciences MBXUnited States$2.47B+25%n/an/an/an/an/a
Hitgen 688222.SSChina$2.12B+23%+42%27%19.1×38.7%+16.8%
Shenzhen Kangtai Biological Products 300601.SZChina$2.11B-9%-9%6%5.6×25.3%+3.4%
Palvella Therapeutics PVLAUnited States$2.53B+45%-100%n/an/an/an/a
Vir Biotechnology VIRUnited States$2.07B+34%+1,496%-92%5.4×n/an/a
Replimune REPLUnited States$2.05B+547%n/an/an/an/an/a
Trevi Therapeutics TRVIUnited States$2.04B-1%n/an/an/an/an/a

Questions

Who are Hemab Therapeutics's main competitors?
Named competitors: Novo Nordisk (NOVO-B.CO), Sanofi (SAN.PA), CSL Behring (private or unlisted). The cockpit's measured peer set (industry) also includes Septerna (SEPN), Vimian (VIMIAN.ST), Zealand Pharma A/S (ZEAL.CO), Sinocelltech (688520.SS), Celldex Therapeutics (CLDX), SKBS (302440.KS).
How has Hemab Therapeutics stock performed?
Over six months to 6 Nov 2026 the shares returned +95.1% against +7.0% for the median peer.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.