MBRX Moleculin Biotech, Inc.

BULLISH Impact: 6/10 8-K
Horizon weeks Filed May 13, 2026 Processed 27d 20h ago SEC 0001437749-26-016535
8-K context-dependent: Items 7.01
Latest settled — T+5d ⚠ clustered
MBRX ▲ +9.81% at T+5d
LONG call ✓ call won +9.81% · α vs SPY +10.97% · entry $2.14 → $2.35
Next anchor: T+20d tomorrow
Last close $2.47 (close Jun 8) · +15.42% from $2.14 entry
Entry anchored
May 12, 02:42 PM ET
via Databento tick
T+1d
+2.80%
call +2.80% · α +2.03%
$2.20
settled 27d ago
T+5d
+9.81%
call +9.81% · α +10.97%
$2.35
settled 21d ago
T+20d
call — · α —
tomorrow
T+60d
call — · α —
in 8w

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Executive Summary

Moleculin Biotech announced preliminary blinded data from its pivotal Phase 2B/3 MIRACLE trial for Annamycin in relapsed/refractory AML, showing a complete remission rate of approximately 30% vs historical ~17-18% for standard of care. The first unblinding of 45 subjects is expected before June 30, 2026, representing a potential catalyst. Recruitment is on track with 56 of 90 subjects enrolled.

Actionable Insight

Monitor for unblinding results before June 30, 2026 – positive data could drive substantial upside given small market cap. Risk of dilution remains as company needs additional financing.

Key Facts

  • Preliminary blinded CR rate approximates 30%, representing ~67% improvement over historical benchmarks of ~17-18%
  • First data unblinding of 45 subjects expected before June 30, 2026
  • 56 subjects recruited to date (62% of Part A target of 90 subjects)
  • Trial includes two Annamycin doses + cytarabine vs cytarabine + placebo
  • Over 30% of enrolled patients had prior venetoclax treatment, a challenging subgroup

Financial Impact

No revenue reported; clinical milestone could significantly affect stock price for this $12M market cap biotech

Risk Factors

  • Unblinded data may not confirm preliminary blinded results
  • Company requires significant additional financing with no commitments
  • Clinical trial risk: failure to meet primary endpoint

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437749-26-016535
Exhibit: ex_960684.htm0001437749-26-016535
Document: 0001437749-26-016535-index-headers.html0001437749-26-016535
Document: 0001437749-26-016535-index.html0001437749-26-016535
Document: 0001437749-26-016535.txt0001437749-26-016535
13 reports for MBRX
Performance horizon
40% Hit rate 2 of 5 directional calls best @ T+20▲ +4.10%Apr 15, 2026
Filters
Rows
Reports for MBRX — sortable, filterable
Type Now
Jun 5, 2026
4d ago
8-K
BULLISH ★ 5/10
$2.58 awaiting T+5awaiting T+5$2.47 (−4.26%)
May 29, 2026
11d ago
8-K
BULLISH ★ 6/10
$2.79 $2.46▼ −11.83%▼ −11.54%$2.47 (−11.47%)
May 26, 2026
14d ago
8-K
NEUTRAL ★ 3/10
$2.45 $2.64▲ +7.76%▲ +6.67%$2.47 (+0.82%)
May 22, 2026
18d ago
8-K
NEUTRAL ★ 4/10
$2.45 $2.64▲ +7.76%▲ +6.67%$2.47 (+0.82%)
May 15, 2026
25d ago
8-K
MIXED ★ 6/10
$2.11 $2.39▲ +13.27%▲ +12.31%$2.47 (+17.06%)
May 15, 2026
25d ago
Press Release
BEARISH ★ 6/10
$2.11 $2.39▼ −13.27%▼ −12.31%$2.47 (−17.06%)
May 13, 2026
27d ago
8-K
BULLISH ★ 6/10
$2.14 $2.35▲ +9.81%▲ +10.97%$2.47 (+15.42%)
May 12, 2026
28d ago
8-K
NEUTRAL ★ 3/10
$2.34 $2.09▼ −10.68%▼ −10.76%$2.47 (+5.56%)
May 8, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$2.47 $2.20▼ −10.93%▼ −12.39%$2.47 (+0.00%)
Apr 23, 2026
6w ago
8-K
BULLISH ★ 6/10
$2.54 $2.51▼ −1.18%▼ −2.66%$2.47 (−2.76%)
Showing 10 of 13

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