$RFL

Rafael Holdings GAAP EPS of -$0.18, revenue of $0.24M (RFL:NYSE)

Rafael Holdings (RFL) reported Q4 GAAP EPS of -$0.18 and revenue of $0.24M, down 31.4% year-over-year. The company also discussed topline results of a Phase III study for Trappsol Cyclo in Niemann-Pick Disease Type C.

Original reporting
Published Oct 29, 2026, 12:13 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 29, 2026, 12:17 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$RFL
Bearish
medium confidence
Mentioned
$RFL
Relevance
4/10
AlphAI data visualization · based on seekingalpha.com
Decision brief

The 30-second read

$RFLBearishLow
01

Why it matters

The earnings miss is likely to trigger short‑term downside pressure, but the small market cap limits broader market impact.

02

Market read

Limited relevance beyond the stock itself due to its size and niche focus.

03

What to watch

Potential upcoming Phase III data or partnership announcements not covered in this release.

Relevance 4/10Novelty 4/10Timing: pre‑market

Background

Rafael Holdings is a micro‑cap biotech that reported its Q4 results via a press release.

Company-level read

Ticker impact

$RFLBearishMedium confidence
Context

Q4 GAAP EPS of -$0.18 and revenue of $0.24M were disclosed for the first time.

Expected impact

likely pressure as the market prices in the loss and revenue decline

Evidence & confidence

Micro‑cap earnings miss typically triggers sell‑off, especially with negative EPS.

Market effects

Minimal; the biotech/clinical‑trial sector sees no broader impact.

None; company is US‑listed but too small to affect regional indices.

None

Counterpoint

If the loss is viewed as a one‑off and the pipeline has upside, the stock could be a cheap buy.

Key entities

  • Rafael Holdings, Inc.

    US‑listed biotech reporting Q4 earnings.

Related articles

$RFLMed

Rafael Holdings Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results and Provides Corporate Update

Rafael Holdings, Inc. (RFL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Rafael Holdings Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results and Provides Corporate Update NEWARK, NJ – October 29, 2026 (GLOBE NEWSWIRE) - Rafael Holdings, Inc. (NYSE: RFL) today reported its financial results for the fourth quarter and full fi

$RFLMedAI 8/10

Rafael Holdings submits NDA for rare disease drug remibetadex

Rafael Holdings (NYSE: RFL) subsidiary Cyclo Therapeutics submitted an NDA for remibetadex, a treatment for Niemann-Pick Disease Type C. The Phase 3 study did not meet its primary endpoint but showed a 64% slowing of disease progression. The FDA will review the application within 60 days. Remibetadex has received Orphan Drug, Fast Track, and Rare Pediatric Disease designations.

$RFLHighAI 8/10

Why is Rafael stock crashing today?

Rafael Holdings Inc (RFL) stock fell 36% after its Cyclo Therapeutics subsidiary reported that its Phase 3 study of Trappsol Cyclo in Niemann-Pick Disease Type C missed the primary endpoint. While some secondary analyses showed positive results, the market reacted negatively. The company plans to submit a New Drug Application to the FDA in Q4 2026. The broader market was up, but Rafael's decline was company-specific.

$RFLHighAI 8/10

Rafael Holdings Shares Fall 25% After Trappsol Cyclo Phase 3 Trial Misses Primary Endpoint

Rafael Holdings (RFL) shares dropped 25% after its Phase 3 trial for Trappsol Cyclo in Niemann-Pick Disease Type C patients missed the primary endpoint, though a subgroup analysis showed statistical significance. The drug slowed disease progression by 64% overall and 71% in the subgroup, with no new safety concerns. The company plans to submit a New Drug Application in Q4 2026.

$RFLHighAI 8/10

Rafael Holdings stock tumbles 25% as drug trial misses goal

Rafael Holdings Inc Class B (RFL) shares dropped 25% premarket after its Phase 3 trial for Trappsol Cyclo in Niemann-Pick Disease Type C missed the primary endpoint. The drug showed a 64% slowing of disease progression but lacked statistical significance (p=0.19). A subgroup analysis found significant results (p=0.046). The company plans to submit a New Drug Application by Q4 2026.

$RFLHighAI 8/10

Rafael Holdings Announces Topline Results from the Pivotal Phase 3 TransportNPC™ Study of Trappsol® Cyclo™ in Niemann-Pick Disease Type C (NPC)

Rafael Holdings, Inc. (RFL) filed an SEC Form 8-K — Other Events. Exhibit 99.1 Rafael Holdings Announces Topline Results from the Pivotal Phase 3 TransportNPC ™ Study of Trappsol ® Cyclo ™ in Niemann-Pick Disease Type C (NPC) Trappsol ® Cyclo™ did not achieve statistical significance but demonstrated a directionally favorable treatment effect v