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Upturn AI SWOT - About
Rafael Holdings, Inc. (RFL)
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Upturn Advisory Summary
08/28/2025: RFL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -56.14% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 58.27M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 1.27 - 3.19 | Updated Date 06/29/2025 |
52 Weeks Range 1.27 - 3.19 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.92 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -1633.43% |
Management Effectiveness
Return on Assets (TTM) -9.82% | Return on Equity (TTM) -26.78% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 21022811 | Price to Sales(TTM) 79.6 |
Enterprise Value 21022811 | Price to Sales(TTM) 79.6 | ||
Enterprise Value to Revenue 28.72 | Enterprise Value to EBITDA 5.39 | Shares Outstanding 34303200 | Shares Floating 15495922 |
Shares Outstanding 34303200 | Shares Floating 15495922 | ||
Percent Insiders 54.74 | Percent Institutions 9.37 |
Upturn AI SWOT
Rafael Holdings, Inc.
Company Overview
History and Background
Rafael Holdings, Inc. is focused on the research and development of pharmaceuticals. Its primary focus is on developing therapies in oncology. It was formerly known as IDI Holdings Corporation and changed its name to Rafael Holdings, Inc. in November 2017. The company was founded in 1982.
Core Business Areas
- Oncology Drug Development: Focused on developing therapies for various cancers. They are researching and developing drugs that target cancer metabolism.
Leadership and Structure
Ameet Talwalkar is the CEO. The company has a board of directors overseeing its operations. Organizational structure is typical of a pharmaceutical company, with departments dedicated to research, development, clinical trials, and administration.
Top Products and Market Share
Key Offerings
- CPI-613 (devimistat): Devimistat is Rafael Pharmaceuticals' lead clinical compound, a potentially first-in-class drug that targets cancer cell metabolism by affecting mitochondrial tricarboxylic acid (TCA) cycle. This drug is in clinical trials for various cancers. Market share data is currently not publicly available due to development status. Competitors include companies developing other metabolic inhibitors or therapies for the same cancer indications, such as Agios Pharmaceuticals (AGIO) for certain blood cancers, and large pharmaceutical companies with broad oncology pipelines.
Market Dynamics
Industry Overview
The pharmaceutical industry is highly competitive and regulated, with significant investments in research and development. The oncology segment is experiencing growth due to an aging population and advancements in cancer treatment.
Positioning
Rafael Holdings is a smaller player in the oncology drug development space. They are focused on a specific approach (cancer metabolism) which provides potential differentiation but also concentration of risk.
Total Addressable Market (TAM)
The global oncology market is estimated to reach over $300 billion. Rafael Holdings, with its focus on cancer metabolism, aims to capture a portion of this TAM. Success depends on clinical trial outcomes and regulatory approvals.
Upturn SWOT Analysis
Strengths
- Unique approach targeting cancer metabolism
- Experienced leadership team
- Lead drug candidate in clinical trials
Weaknesses
- Limited financial resources compared to larger pharmaceutical companies
- High dependence on the success of a single drug candidate
- Clinical trial risk and regulatory hurdles
Opportunities
- Potential for breakthrough therapy designation and accelerated approval
- Partnerships with larger pharmaceutical companies
- Expansion into new cancer indications
Threats
- Clinical trial failures
- Regulatory delays or rejection
- Competition from established cancer therapies
- Patent challenges
Competitors and Market Share
Key Competitors
- AGIO
- MRTX
- LLY
- NVS
- BMY
Competitive Landscape
Rafael Holdings is in a highly competitive market with larger, well-established pharmaceutical companies. Its success hinges on its unique cancer metabolism approach and the successful development and commercialization of devimistat. Advantages include targeted therapy; disadvantages include limited resources.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is measured by progress in clinical trials and securing funding. No significant revenue growth has been reported.
Future Projections: Future growth depends on successful clinical trial outcomes, regulatory approvals, and commercialization of devimistat. Analyst estimates are highly speculative.
Recent Initiatives: Recent initiatives include advancing clinical trials for devimistat in various cancer indications, securing funding for research and development.
Summary
Rafael Holdings is a development-stage pharmaceutical company focused on oncology. The company's fate hinges on the success of its lead drug candidate, devimistat. While its unique approach to cancer metabolism offers potential, the company faces significant risks related to clinical trials, regulatory approvals, and competition. Financial resources are limited, requiring potential partnerships for commercialization.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC), Press releases, Analyst reports, Industry reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rafael Holdings, Inc.
Exchange NYSE | Headquaters Newark, NJ, United States | ||
IPO Launch date 2018-03-26 | CEO, Founder & Executive Chairman Mr. Howard S. Jonas | ||
Sector Real Estate | Industry Real Estate Services | Full time employees 28 | Website https://www.rafaelholdings.com |
Full time employees 28 | Website https://www.rafaelholdings.com | ||
Rafael Holdings, Inc. primarily engages in holding interests in clinical and early-stage pharmaceutical companies, and commercial real estate assets in the United States and Israel. It operates in three segments, Healthcare, Infusion Technology, and Real Estate. The company engages in the development and commercialization of therapies that exploit the metabolic differences between normal cells and cancer cells. Its lead drug candidate is CPI-613 (devimistat), a stable analog of transient, acylated catalytic intermediates of lipoate currently under phase 2 open-label multi-cohort study evaluating CPI-613 in combination with hydroxychloroquine and 5-fluorouracil or gemcitabine in patients with advanced chemorefractory colorectal, pancreatic, or other solid cancers; and under phase 1 dose-escalation study of CPI-613 in combination with chemoradiation in patients with pancreatic adenocarcinoma. The company is also involved in developing Promitil, a molecule designed for the targeted delivery of mitomycin-C in a proprietary prodrug form, completed Phase 1A and 1B clinical studies targeting patients with advanced cancers; Folate-targeted Promitil (Promi-Fol) which is aimed at local treatment (intravesical) of superficial bladder cancer; and Promi-Dox, a highly potent dual drug liposome with MLP and doxorubicin targeting a potential basket of tumors. In addition, it engages in the development of surgical and procedural devices, including orthopedic arthroscopy instrument for Carpal Tunnel syndrome. Rafael Holdings, Inc. was incorporated in 2017 and is headquartered in Newark, New Jersey.
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