Azitra, Inc.
AZTR evidence brief
What we can confirm
- Market Cap:
- $10.8M
What it means
What to watch
Prepared research question
What matters most for AZTR—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · AZTR
Azitra, Inc. (AZTR) is a clinical-stage biopharmaceutical company developing genetically engineered bacteria-based therapies for precision dermatology and high-value cosmetic proteins/peptides.
Key risk: Going concern uncertainty
Market Cap
$10.8M
Cash Runway
—
Lead Asset
—
Next Catalyst
—
Financial data as of Jun 30, 2026.
Tracking 1 clinical trial for Azitra, Inc..
Azitra, Inc. (AZTR) is a clinical-stage biopharmaceutical company developing genetically engineered bacteria-based therapies for precision dermatology and high-value cosmetic proteins/peptides.
- Cash & equivalents of $6.7M as of 2026-06-30 [sec].
- Net income of -$3.3M for the quarter ended 2026-06-30 [sec].
- Shareholders' equity of $7.3M as of 2026-06-30 [sec].
- Lead programs include ATR-04 (Phase 1/2 for EGFRi rash) and ATR-12 (Phase 1b for Netherton syndrome) [sec_mda · as of 2026-08-12].
- First patient dosed in ATR-04 Phase 1/2 trial in Q3 2025; initial data from Cohort 1 expected around Q4 2026 [sec_mda · as of 2026-08-12].
What works
- FDA Fast Track designation for ATR-04 in September 2024 [sec_mda · as of 2026-08-12].
- Proprietary microbial library of approximately 1,500 unique bacterial strains for drug discovery [sec_mda · as of 2026-05-13].
- Partnerships with Carnegie Mellon University and Fred Hutchinson Cancer Center for AI/ML-based peptide discovery [sec_mda · as of 2026-08-12].
What to weigh
- Management has expressed substantial doubt about the company's ability to continue as a going concern [sec_mda · as of 2026-08-12].
- Net loss of $3.3M in the quarter ended 2026-06-30 [sec].
- ATR-12 development paused to preserve capital; future resumption uncertain [sec_mda · as of 2026-08-12].
- Cash position of $6.7M may be insufficient to fund all programs through key milestones without additional financing [sec].
From the filings
Quoted directly from source documents.
Management has substantial doubt about going concern status
“As of the date of this filing, management has determined there is substantial doubt about our ability to continue as a going concern based on our lack of”
SEC MD&A · August 12, 2026
ATR-04 Phase 1/2 first patient dosed in Q3 2025
“We dosed the first patient in the Phase 1/2 clinical trial in the third quarter of 2025”
SEC MD&A · August 12, 2026
ATR-12 development paused for capital preservation
“enrollment of our ongoing Phase 1b clinical trial for capital preservation. In the future, we may resume ATR-12 development”
SEC MD&A · August 12, 2026
Proprietary library of ~1,500 bacterial strains
“proprietary microbial library of approximately 1,500 unique bacterial strains”
SEC MD&A · May 13, 2026
Catalyst timeline
- 2024-06-16 · Phase 1 start for ATR-12 in Netherton syndrome — A first-in-human safety and proof-of-concept study of topical ATR12-351 in adults with Netherton syndrome.
Risks & what to watch (3)›
Key risks
- Going concern uncertainty — Management has expressed substantial doubt about the company's ability to continue as a going concern [sec_mda · as of 2026-08-12].
- Limited cash runway — Cash of $6.7M as of 2026-06-30 may not sustain operations through key clinical milestones without additional funding [sec].
- ATR-12 program paused — Development of ATR-12 for Netherton syndrome is paused to preserve capital; future resumption is uncertain [sec_mda · as of 2026-08-12].
What to watch
- Initial data from Cohort 1 of ATR-04 Phase 1/2 trial expected around Q4 2026 [sec_mda · as of 2026-08-12].
- Ability to raise additional capital or form partnerships to extend cash runway [sec_mda · as of 2026-08-12].
- Potential resumption of ATR-12 development if capital is preserved [sec_mda · as of 2026-08-12].
Sources: Catalysts · News · SEC MD&A · Generated October 8, 2026 · How we verify sources →
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Evidence & data
Regulatory
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
7
Total value held
$126K
| Holder | Shares | Value |
|---|---|---|
| geode capital management, llc | 469,878 | $110K |
| ubs group ag | 30,205 | $7K |
| stonex group inc. | 22,464 | $5K |
| tower research capital llc (trc) | 15,085 | $4K |
| citigroup inc | 1,705 | $399 |
| dauntless investment group, llc | 1,000 | $234 |
| fmr llc | 150 | $35 |
Short Interest
as of May 20, 2026- % of float
- 2.5%
- Days to cover
- 0.5
- Shares short
- 397,818
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
AZTR short interestGovernance
Frequently asked questions
What is the AI investment thesis for Azitra, Inc.?
Azitra, Inc. (AZTR) is a clinical-stage biopharmaceutical company developing genetically engineered bacteria-based therapies for precision dermatology and high-value cosmetic proteins/peptides.
Who is the CEO of Azitra, Inc.?
Mr. Francisco D. Salva is the chief executive officer of Azitra, Inc. (AZTR).
Where is Azitra, Inc. headquartered?
Azitra, Inc. (AZTR) is headquartered in Branford, CT, United States.
What therapeutic areas does Azitra, Inc. focus on?
Azitra, Inc. develops therapies across Oncology, Dermatology.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.