RNAZHIGH SIGNALFINANCIAL10-K

RNAZ executed three reverse stock splits within 16 months while operating losses substantially increased amid deteriorating cash flow metrics.

The multiple reverse stock splits in rapid succession strongly suggest ongoing compliance issues with exchange listing requirements, typically indicating severe stock price deterioration. Combined with meaningfully higher operating losses and worsening cash burn, this pattern raises significant going-concern questions for this RNA oncology company.

Comparing 2026-04-15 vs 2025-04-15View on EDGAR →
FINANCIAL ANALYSIS

Operating performance deteriorated substantially with operating losses expanding meaningfully while R&D spending increased by 38%. Operating cash outflows grew notably to $19.5 million, indicating accelerated cash burn despite reduced capital expenditures. The overall financial picture signals mounting operational losses and cash consumption pressures at a company already showing distress signals through multiple reverse stock splits.

FINANCIAL STATEMENT CHANGES
Operating Income
P&L
-78.7%
-$15.7M-$28.0M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Capital Expenditure
Cash Flow
-69.4%
$22K$7K

Capex reduced 69.4% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Interest Expense
P&L
-52%
$56K$27K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Operating Cash Flow
Cash Flow
-46.3%
-$13.3M-$19.5M

Operating cash flow fell 46.3% — earnings quality concerns; investigate working capital changes and non-cash items.

R&D Expense
P&L
+38.3%
$9.7M$13.4M

R&D investment increased 38.3% — signals commitment to future product development, though near-term margin impact.

Current Liabilities
Balance Sheet
+26.1%
$2.8M$3.5M

Current liabilities rose 26.1% — increased short-term obligations, watch current ratio.

Total Liabilities
Balance Sheet
+12.9%
$9.3M$10.5M

Liabilities increased 12.9% — monitor debt-to-equity ratio and interest coverage.

LANGUAGE CHANGES
NEW — 2026-04-15
PRIOR — 2025-04-15
ADDED
This Annual Report on Form 10-K also may include data based on our own internal estimates and research, including estimates regarding our consolidated financial statements and business operations.
On January 16, 2024, we effected a reverse split of our common stock, either issued and outstanding or held by us as treasury stock, (the January 2024 Reverse Split ) previously approved by our Board and stockholders.
On December 4, 2024, we effected a reverse split of our common stock, either issued and outstanding or held by us as treasury stock, (the December 2024 Reverse Split ) previously approved by our Board and stockholders.
On May 15, 2025, we effected a reverse split of our common stock, either issued and outstanding or held by us as treasury stock, (the May 2025 Reverse Split ) previously approved by our Board and stockholders.
The May 2025 Reverse Split was at a ratio of one share for every 28 shares previously held with no change in the par value per share.
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REMOVED
This Annual Report on Form 10-K also may include data based on our own internal estimates and research, including estimates regarding the impact of the COVID-19 pandemic (or related pandemic caused by coronavirus variants) on our financial statements and business operations.
These risks are described more fully elsewhere in this Annual Report on Form 10-K and include, but are not limited to, the following: our low cash position and our estimates and expectations regarding our capital requirements, cash and expense levels, liquidity sources and our ability to obtain, on satisfactory terms or at all, the financing required to support operations, research, development, clinical trials, and commercialization of products; our business is highly dependent on the success of TTX-MC138, our lead therapeutic candidate which is at the early stages of development.
On January 16, 2024, the Company effected a reverse split of the Company s common stock, either issued and outstanding or held by the Company as treasury stock, (the January 2024 Reverse Split ) previously approved by the Board and stockholders of the Company.
On December 4, 2024, the Company effected a reverse split of the Company s common stock, either issued and outstanding or held by the Company as treasury stock, (the December 2024 Reverse Split ) previously approved by the Board and stockholders of the Company.
BUSINESS Overview TransCode is an RNA oncology company created on the belief that cancer can be defeated through the intelligent design and effective delivery of RNA therapeutics.
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