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Stock Ratings / Health Care / IRLA
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IRulya Therapeutics Inc. (IRLA) — RQD Stock Rating Cockpit

$32.95 +4.21% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $33.14

IRulya Therapeutics Inc. (IRLA) carries a Roarable Rating of E (Strong Sell) with 34/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE E • RED ALERT Cap $357.2M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on IRLA Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is IRLA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, IRulya Therapeutics Inc. (NASDAQ: IRLA) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 34/100 at a spot price of $32.95 (+4.21% 1D, market cap $357.2M). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 1015 tracked Health Care issuers, IRLA ranks #626 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does IRLA compare to FENC and KYTX in the Health Care sector?
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Within the Health Care sector (Biotechnology: Biological Products (No Diagnostic Substances)), IRLA carries a Roarable E (34/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -35.0%. By comparison, FENC (Fennec Pharmaceuticals Inc.) holds a E grade (33/100 RQD, P/E N/A, ROIC -25.9%, cap $358.7M) and KYTX (Kyverna Therapeutics Inc.) posts a D- grade (35/100 RQD, P/E N/A, ROIC -35.0%, cap $350.7M). Among the 5-stock peer group, IRLA leads on earnings multiple (N/A) while FENC leads on capital efficiency (-25.9% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for IRLA?
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Per IRLA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001662774), IRulya Therapeutics Inc. generated $162.6M in revenue (+1.4% YoY), -$84.0M in net income, and -$41.8M in free cash flow against $93.5M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Health Care with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $33.14 (+0.57%)🧬 Dilution Drag (+2.48% YoY Shares)⚙️ Cash Engine: 7/20 (D-) • 0% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (34/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-8.7% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERRED ALERT • E
025507510034
3-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk D-
Cash (7)Whales (7)SEC (10)Macro (7)CEO (3)
Each axis scored 0–20
12M PRICE TARGET CONE-10.8% Base Target
$956 Bull$29 Base$23 Bear
📬 FREE IRLA RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IRLA)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (34/100 Composite)
🔍 WHY IRLA SCORES 34/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+10/20 pts (29% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 1/9

▲ #2 Bullish Driver: Cash Engine Quality+7/20 pts (21% of score)

SEC XBRL FY 2025 (10-K): 0% FCF Margin ($0 FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)

Dilution Drag (+2.48% YoY Shares) & executive Form 4 sales trim 16 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
26
Grade E$27.87+44.5% Next Q
Q2 (-2Q)
29
Grade E$40.27-19.4% Next Q
Q3 (-1Q)
31
Grade E$32.47+1.5% Next Q
Current
34
Grade E$32.95-8.7% Hist 90D α
Trajectory: E (26) → E (34)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a IRLA Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While IRLA currently carries a cautious 34/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Health Care with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($31.01) and Max Pain ($34.60) forces dealer call-delta covering toward $955.50.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+2.48% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $IRLA• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “IRLA Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 34%NO 66%Trade / Inspect Odds →
RSI-14 MOMENTUMNEUTRAL RANGE
52.530 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.80>3.0 Fortress Safe
PIOTROSKI F-SCOREWEAK QUALITY (1–4)
1 / 99-Pt Accounting
52-WEEK LASER RANGE2% OF RANGE
L: $15$32.95H: $910
1. Money & Cash Health● WEAK
Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: D-RQD 7 / 20
2. Big Money & Insiders● TRIMMING
Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: ERQD 10 / 40
3. Hidden Risks & Market Weather● WARNING
SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: D-RQD 17 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bearish Warning on IRLA

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BEARISH (35)

-35.0% ROIC with 42.0% gross margin and -12.19% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BEARISH (50)

Altman-Z 4.20 and Piotroski 1/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BEARISH (28)

10/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like IRLA
  • ✓Established market leader in Health Care with deep daily trading liquidity.
Bear Case: What Could Go Wrong
  • !Company executives have done more routine share selling than personal cash buying lately.
  • !Sensitive to high interest rates and tighter Federal Reserve market liquidity.
  • !Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring IRLA)

  • ✓Walkthrough of IRLA's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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IRLA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +35.04%▲ ASCENDING CHANNEL
2026-11-03O $31.62H $32.95L $31.62C $32.95VOL 98.0K
RES: $42.24SUP: $27.22SMA50: $31.01SMA200: $48.36
$332.2$246.3$160.3$74.37$-11.57RES $42.24SUP $27.22$32.952026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

IRLA Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 IRLA Butterfly Map → + Track IRLA →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +1.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on IRLA today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for IRLA. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for IRLA today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IRLA)

Health Care Rank #626 of 1015 ⚔️ FENC vs IRLA Full Matrix →

1. Head-to-Head Health Care Peer Comparison (IRLA vs. FENC, KYTX, AGMB, TRXB)

Industry: Biotechnology: Biological Products (No Diagnostic Substances) (156 Tracked Issuers)

Across 1015 tracked Health Care securities in the Roarable RQD universe, IRulya Therapeutics Inc. (IRLA) ranks #626 by composite RQD confidence (34/100, grade E) and #491 by equity capitalization ($357.2M). Within this direct 5-issuer industry benchmark cohort, IRLA leads on earnings valuation at N/A trailing P/E, while FENC leads on capital efficiency and profitability with -25.9% ROIC and — gross margin. TRXB currently holds the highest overall quantitative score in the immediate peer group at 48/100 (D) compared with IRLA at 34/100 (E).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
IRLA ACTIVE
IRulya Therapeutics Inc.
E 34/100 — — -35.0% +4.21% $357.2M Benchmark Subject
FENC
Fennec Pharmaceuticals Inc.
E 33/100 — — -25.9% -6.48% $358.7M /fenc-vs-irla →
KYTX
Kyverna Therapeutics Inc.
D- 35/100 — — -35.0% -3.08% $350.7M /kytx-vs-irla →
AGMB
AgomAb Therapeutics NV
D 45/100 — — — -5.79% $368.9M /agmb-vs-irla →
TRXB
TRex Bio Inc.
D 48/100 — — — +1.63% $377.1M /trxb-vs-irla →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001662774 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), IRulya Therapeutics Inc. (IRLA) reported GAAP revenue of $162.6M (+1.4% vs. FY2024 revenue of $160.4M , and +67.7% cumulative change since FY2023) , GAAP net income of -$84.0M, operating cash flow of -$41.4M, and free cash flow of -$41.8M (-29.9% YoY). On the balance sheet, IRLA closed FY2025 with $93.5M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 1/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $162.6M -$84.0M -$41.4M -$41.8M $93.5M —
FY2024 (FY) 2024-12-31 $160.4M -$56.8M -$31.9M -$32.2M $114.5M —
FY2023 (FY) 2023-12-31 $96.9M -$31.4M -$18.3M -$18.3M — —

3. IRLA Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is IRLA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, IRulya Therapeutics Inc. (NASDAQ: IRLA) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 34/100 at a spot price of $32.95 (+4.21% 1D, market cap $357.2M). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 1015 tracked Health Care issuers, IRLA ranks #626 in composite RQD confidence.

How does IRLA compare to FENC and KYTX in the Health Care sector?

Within the Health Care sector (Biotechnology: Biological Products (No Diagnostic Substances)), IRLA carries a Roarable E (34/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -35.0%. By comparison, FENC (Fennec Pharmaceuticals Inc.) holds a E grade (33/100 RQD, P/E N/A, ROIC -25.9%, cap $358.7M) and KYTX (Kyverna Therapeutics Inc.) posts a D- grade (35/100 RQD, P/E N/A, ROIC -35.0%, cap $350.7M). Among the 5-stock peer group, IRLA leads on earnings multiple (N/A) while FENC leads on capital efficiency (-25.9% ROIC).

What are the biggest fundamental strengths and SEC risk factors for IRLA?

Per IRLA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001662774), IRulya Therapeutics Inc. generated $162.6M in revenue (+1.4% YoY), -$84.0M in net income, and -$41.8M in free cash flow against $93.5M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Health Care with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

Where is IRLA trading relative to its 50-day, 200-day, and 52-week technical levels?

IRLA last traded at $32.95 (+4.21% on volume of 98,017 shares), positioning the stock +6.26% above its 50-day simple moving average ($31.01) and -31.87% below its 200-day simple moving average ($48.36). Across its 52-week range of $15.10 to $910.00, IRLA sits at the 2.0% percentile with a 14-day RSI of 52.5 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($28.83 to $37.07).

Direct Sub-Reports: IRLA RQD Cockpit IRLA 12M Forecast IRLA Earnings & Move IRLA Dividends & DRIP IRLA Insiders & 13F IRLA Whale Options IRLA Profit Sankey IRLA News & Why
ROARABLE RATING BRIEF • RQD 34/100 (E) ✓ SEC XBRL & RQD VERIFIED

IRLA — IRulya Therapeutics Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

IRulya Therapeutics Inc. (IRLA) earns a live Roarable RQD composite score of 34/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $32.95 (+4.21% 1D, market capitalization $357.2M).

  • Fundamental Cash Engine (7/20): Anchored by return on invested capital (ROIC) of -35.0%, gross margin of —, operating margin of —, and free cash flow yield of -12.19%.
  • Whale 13F & Options Flow (7/20) + Insider Conviction (3/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (7/20) + Forensic Balance Sheet (10/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 1/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

IRulya Therapeutics Inc. Is a NASDAQ-listed issuer in the Health Care sector, operating in the Biotechnology: Biological Products (No Diagnostic Substances) industry..3B. Per the recent news wire, the company was formerly known as Quince Therapeutics and has repositioned toward pulmonary and lung disease drug development.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), IRulya Therapeutics Inc. (IRLA) reported $162.6M in annual revenue (up from $160.4M in FY2024, +1.4% YoY) and -$84.0M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($96.9M revenue, -$31.4M net income) through FY2025, IRLA scaled operating cash flow to -$41.4M and free cash flow to -$41.8M, backed by $93.5M in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (E • RQD 34/100): Established market leader in Health Care with deep daily trading liquidity. Free cash flow yield of -12.19% and institutional whale pillar of 7/20. With Fundamental Cash Engine at 7/20 and Institutional Whale Flow at 7/20, sustained execution supports upside toward the upper end of the $15.10 – $910.00 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The source data therefore does not establish upstream suppliers, downstream customers, or sector correlations for IRLA beyond the sector and industry classification.

  • Key Question #1: Can IRLA sustain or expand its — operating margin and -35.0% ROIC against Biotechnology: Biological Products (No Diagnostic Substances) peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $162.6M and free cash flow of -$41.8M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is IRLA's equity valuation to Health Care capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

IRLA Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for IRulya Therapeutics Inc. (IRLA) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to IRLA Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

IRLA Bull vs. Bear Conversation Board — What's Your Call at $32.95?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IRLA 🐻 33% BEARISH CONVICTION
1. Pick Your Side on IRLA:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
AL AlphaFlow_Cap RQD DEBATE OPENER • Verified $100K Arena Trader 🐂 BULLISH 🎯 Target: $38.55 (+17.0%)
📌 Pinned Debate

The Roarable RQD rating records a Debt/Equity ratio of 0.5, indicating modest leverage relative to equity.

The street is overcomplicating IRulya Therapeutics Inc. (IRLA). The Roarable RQD rating records a Debt/Equity ratio of 0.5, indicating modest leverage relative to equity.. With an RQD score of 34/100 (E) and Forensic Balance Sheet at 10/20, any positive earnings surprise or guidance raise forces underweight funds to chase above $35.59.

RetailWhale_TX 🐂 BULL

Both sides have a point here — IRLA's 10/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

FO ForensicBear RQD DEBATE OPENER • 10-K Footnote Auditor 🐻 BEARISH 🎯 Target: $28.01 (-15.0%)
Spot @ $32.95

The company reports zero revenue, FY 2025 net loss of -$84.0M, and free cash flow of -$41.8M against only $5.8M in cash.

The company reports zero revenue, FY 2025 net loss of -$84.0M, and free cash flow of -$41.8M against only $5.8M in cash.. Look at the math on IRLA: paying current EV/EBITDA multiples for -35.0% ROIC and 0.0% operating margins leaves zero margin of safety if Biotechnology: Biological Products (No Diagnostic Substances) demand softens. I'd wait for a retest of $29.00 before getting long.

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