QNRX Quoin Pharmaceuticals, Ltd.

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 10d 17h ago SEC analyst-QNRX-lucidcap-20260504
LUCID CAPITAL MARKETS initiates coverage on QNRX at Buy
Latest settled — T+20d ⚠ clustered
QNRX ▼ -28.30% at T+20d
LONG call ✗ call lost -28.30% · α vs SPY -34.08% · entry $6.36 → $4.56
Next anchor: T+60d in 6w
Last close $4.20 (close Jun 12) · -33.96% from $6.36 entry
Entry anchored
May 1, 03:34 PM ET
via Databento tick
T+1d
-0.79%
call -0.79% · α -1.58%
$6.31
settled 6w ago
T+5d
-1.26%
call -1.26% · α -4.19%
$6.28
settled 5w ago
T+20d
-28.30%
call -28.30% · α -34.08%
$4.56
settled 13d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

LUCID CAPITAL MARKETS initiated coverage on Quoin Pharmaceuticals (QNRX) with a Buy rating and a $30 price target, implying 558% upside from the current $4.56 close. The firm joins a heavily bullish consensus — 8 of 9 analysts rate the stock Buy or Strong Buy, with only one Hold. The mean price target is $29.75, median $32.50, high $40, low $14. LUCID's $30 target sits near the consensus mean, indicating alignment with the Street's optimistic view. However, LUCID's track record is weak — just 36% accuracy on 22 calls — which tempers the signal's credibility. No recent upgrades or downgrades exist in the 30-day window, and EPS estimates have been revised upward for the current fiscal year (one revision up in the last 7 days). Institutional activity shows a new $43.3M position from Morgan Stanley, while UBS nearly exited. Short interest is elevated at 56.7% of float, creating a potential squeeze catalyst if the bullish thesis gains traction. Bottom line: a high-upside initiation from a low-accuracy firm, best treated as confirmatory rather than a standalone catalyst.

Impact Score

Base Score
1/7
LLM Adjustment
+1
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
8 (89%)
Hold
1
Sell / Strong Sell
0
Total Analysts
4
Mean PT
$29.75
Median PT
$32.50
High PT
$40.00
Low PT
$14.00
Current Price
$4.56
Implied Upside
+552.4%

The consensus is heavily bullish: 2 Strong Buy, 6 Buy, 1 Hold, 0 Sell, 0 Strong Sell across 9 analysts. That is 89% Buy/Strong Buy, 11% Hold, 0% Sell. The direction is overwhelmingly positive, with no bearish voices.

Mean PT is $29.75, median $32.50, high $40, low $14. Current price $4.56 implies 552% upside to the mean. LUCID's $30 target is slightly above the mean ($29.75) and below the median ($32.50), placing it in the middle of the consensus range.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-04 LUCID CAPITAL MARKETS initiate Buy
2024-03-15 Maxim Group maintain Buy $4.00

No upgrades or downgrades in the last 30 days. EPS revisions show one upward revision for the current fiscal year (0y) in the last 7 days, while estimates for the current quarter (0q) and next quarter (+1q) have been revised lower over the past 30 days. Overall, estimates are mixed but slightly positive for the annual period.

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $-1.61 $-1.61 — $-1.61 $0.00 ↑0 ↓0
+1q $-1.32 $-1.32 — $-1.32 $0.00 ↑0 ↓0
+1y $-3.90 $-3.90 — $-3.90 $0.00 ↑0 ↓0
0y $-5.85 $-5.85 — $-5.85 $0.00 ↑1 ↓0

Cross-Platform Signals

Institutional
MORGAN STANLEY — new
Institutional
UBS Group AG — near_exit (-99.2%)
Short Interest
Short: 434,697 | Exempt: 2,009 | TRF Vol: 766,978 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)

Insider trades: none reported. Congressional trades: none. Institutional activity: Morgan Stanley opened a new $43.3M position (bullish signal), while UBS nearly exited (-99.2% to $7K, bearish). Short interest is 56.7% of float, extremely high — this creates a potential squeeze dynamic if the bullish thesis gains momentum. The Morgan Stanley entry and high short interest converge with the bullish analyst signal, while the UBS exit diverges.

Actionable Insight

The initiation adds a bullish voice to an already crowded consensus, but LUCID's low accuracy (36%) limits conviction. Traders should watch for additional institutional buying or a short squeeze catalyst — the 56.7% short interest is the most actionable data point here.

Documents Analyzed

Report based on filing metadata.

7 reports for QNRX
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+1▲ +1.90%May 5, 2026
Filters
Rows
Reports for QNRX — sortable, filterable
Type Now
Jun 4, 2026
10d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$6.36 $4.56▼ −28.30%▼ −34.08%$4.20 (−33.96%)
May 7, 2026
5w ago
Press Release
BULLISH ★ 6/10
$6.37 $4.43▼ −30.46%▼ −33.59%$4.20 (−34.07%)
May 5, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$6.31 $4.56▼ −27.73%▼ −32.69%$4.20 (−33.44%)
Apr 30, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$6.48 $4.94▼ −23.77%▼ −28.73%$4.20 (−35.19%)
Mar 19, 2026
12w ago
Press Release
NEUTRAL ★ 3/10
$8.26 $6.46▼ −21.79%▼ −29.41%$4.20 (−49.15%)
Mar 11, 2026
13w ago
8-K
NEUTRAL ★ 3/10
$8.09 $5.90▼ −27.07%▼ −29.05%$4.20 (−48.08%)
Mar 11, 2026
13w ago
Press Release
BULLISH ★ 7/10
$8.49 $5.74▼ −32.39%▼ −32.91%$4.20 (−50.53%)
Showing 7 of 7

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