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SIONSionna Therapeutics, Inc.Sell4.3·$42.60-3.16%
SellModerate Confidence
Investment thesis

Sionna Therapeutics is a pre-revenue biotechnology company with a concentrated pipeline focused on NBD1 stabilizers for cystic fibrosis, offering 25% analyst upside but scoring below the quality floor with a Piotroski score of 2/9, cash-burning operations, high short interest of 17%, and elevated put-to-call ratio of 2.0 that signal significant near-term risk.

Thesis pillars

  • Cystic Fibrosis Pipeline ConcentrationStable
  • Pre Revenue Cash Burn QualityStable
  • Analyst Upside Vs Elevated Short InterestStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Sionna Therapeutics, Inc. (SION) Stock Analysis

SellModerate Confidence

Healthcare · Biotechnology

Sell if holding. Engine safety override at $42.60: Quality below floor (1.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: High short interest: 18%; Below-average business quality.

Sionna Therapeutics is a clinical-stage biopharmaceutical company developing NBD1 stabilizers to improve CFTR protein function in cystic fibrosis, targeting the F508del mutation present in ~90% of CF patients. The company reported net losses of $75.3 million in 2025, funded by... Read more

$42.60+4.1% A.UpsideScore 4.3/10#208 of 253 Biotechnology
QualityF-score2 / 9FCF yield-2.30%
Stop $40.10Target $44.89(analyst − 13%)A.R:R 0.3:1
Analyst target$51.60+21.1%10 analysts
$44.89our TP
$42.60price
$51.60mean
$23
$63

Sell if holding. Engine safety override at $42.60: Quality below floor (1.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: High short interest: 18%; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.3/10, moderate confidence.

Passes 6/8 gates (positive momentum, no SEC red flags, news events none recent, earnings proximity 36d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and clean insider activity. Suitability: speculative.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-07

Recent Developments — Sionna Therapeutics, Inc.

Generated 2026-07-07T13:21:48Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Aug 10, 202636d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Pipeline: NBD1 stabilizers
Quality below floor (1.2 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)-15.7
Mkt Cap$2.0B
EV/EBITDA-18.1
Profit Mgn0.0%
ROE-26.7%
Rev Growth
Beta
DividendNone
Rating analysts17

Quality Signals

Piotroski F2/9

Options Flow

P/C0.80neutral
IV135%elevated
Max Pain$30-29.6% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHpipelineNBD1 stabilizers
    10-K Item 1A: 'We are substantially dependent on the success of at least one of our nucleotide binding domain 1 ("NBD1") stabilizers'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roe
0.0
Roa
0.0
Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Fcf Quality
0.0
Piotroski F
2.2
Moat
3.2
Current Ratio
5.0
Cash-burning (FCF negative)No competitive moatWeak Piotroski F-Score: 2/9Quality concerns

Volatile — 6.4% daily ATR makes tight stops impractical. Position-size conservatively.static

Days To Cover
0.0
Volatility
0.0
Implied Vol
0.0
Short Interest
1.7
Debt Equity
2.1
Max Pain Risk
3.0
Put Call
8.0
High short interest justified: 18%High IV: 135%Above max pain $30Concentration risks: 1 HIGH (10-K Item 1A — sized via position_sizing, validated via buy_confidence)

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
1.5
Bollinger
2.0
52w Position
7.8
GatesA.R:R 0.3 < 1.5@spotINSIDER 3.91%=EXTREMEMomentum 6.8>=5.5No SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 36d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Speculative
RSI
71 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $32.26Resistance $45.00

Price Targets

$40
$45
A.Upside+5.4%
A.R:R0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (1.2 < 4.0)
! asymmetry at 0.3 (below the engine's 1.5 threshold)@spot
! Insider activity: 3.91%=extreme

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-10 (36d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SION stock a buy right now?

Sell if holding. Engine safety override at $42.60: Quality below floor (1.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: High short interest: 18%; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $40.10. Score 4.3/10, moderate confidence.

What is the SION stock price target?

Take-profit target: $44.89 (+4.1% upside). Prior stop was $40.10. Stop-loss: $40.10.

What are the risks of investing in SION?

Concentration risk — Pipeline: NBD1 stabilizers; Quality below floor (1.2 < 4.0).

Is SION overvalued or undervalued?

Sionna Therapeutics, Inc. trades at a P/E of N/A (forward -15.7). TrendMatrix value score: 5.0/10. Verdict: Sell.

What do analysts say about SION?

17 analysts cover SION with a consensus score of 4.2/5. Average price target: $52.

What does Sionna Therapeutics, Inc. do?Sionna Therapeutics is a clinical-stage biopharmaceutical company developing NBD1 stabilizers to improve CFTR protein...

Sionna Therapeutics is a clinical-stage biopharmaceutical company developing NBD1 stabilizers to improve CFTR protein function in cystic fibrosis, targeting the F508del mutation present in ~90% of CF patients. The company reported net losses of $75.3 million in 2025, funded by $310.3 million in cash and marketable securities after its February 2025 IPO, with no commercial revenue.

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