Connect Biopharma (NASDAQ:CNTB) vs. Talphera (NASDAQ:TLPH) Head-To-Head Review

Talphera (NASDAQ:TLPH) and Connect Biopharma (NASDAQ:CNTB) are both small-cap medical companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, earnings, profitability, dividends, analyst recommendations and institutional ownership.

Profitability

This table compares Talphera and Connect Biopharma’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Talphera	N/A	-88.77%	-56.10%
Connect Biopharma	N/A	N/A	N/A

Insider & Institutional Ownership

37.7% of Talphera shares are held by institutional investors. Comparatively, 58.7% of Connect Biopharma shares are held by institutional investors. 3.0% of Talphera shares are held by company insiders. Comparatively, 22.6% of Connect Biopharma shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares Talphera and Connect Biopharma”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Talphera	$398,000.00	44.57	-$18.40 million	($0.89)	-1.17
Connect Biopharma	$24.12 million	2.76	-$59.50 million	N/A	N/A

Talphera has higher earnings, but lower revenue than Connect Biopharma.

Analyst Recommendations

This is a summary of current recommendations and price targets for Talphera and Connect Biopharma, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Talphera	0	0	2	0	3.00
Connect Biopharma	0	0	1	0	3.00

Talphera currently has a consensus price target of $4.50, indicating a potential upside of 331.03%. Connect Biopharma has a consensus price target of $8.00, indicating a potential upside of 561.16%. Given Connect Biopharma’s higher possible upside, analysts plainly believe Connect Biopharma is more favorable than Talphera.

Volatility & Risk

Talphera has a beta of 0.32, indicating that its stock price is 68% less volatile than the S&P 500. Comparatively, Connect Biopharma has a beta of -0.35, indicating that its stock price is 135% less volatile than the S&P 500.

Summary

Connect Biopharma beats Talphera on 6 of the 10 factors compared between the two stocks.

About Talphera

Talphera, Inc., a specialty pharmaceutical company, focuses on the development and commercialization of therapies for use in medically supervised settings. Its lead product candidate is Niyad, a lyophilized formulation of nafamostat, which is under an investigational device exemption as an anticoagulant for the extracorporeal circuit. It is also developing LTX-608, an anti-inflammatory and antiviral potential for the treatment of multiple conditions, including disseminated intravascular coagulation (DIC), acute respiratory distress syndrome (ARDS), and acute pancreatitis; Fedsyra, a pre-filled ephedrine syringe; and PFS-02, a pre-filled phenylephrine syringe. The company was formerly known as AcelRx Pharmaceuticals, Inc. and changed its name to Talphera, Inc. in January 2024. The company was incorporated in 2005 and is headquartered in San Mateo, California.

About Connect Biopharma

Connect Biopharma Holdings Limited, a clinical-stage biopharmaceutical company, engages in the development of therapies for the treatment of T cell-driven inflammatory diseases. The company is building a pipeline of small molecules and antibodies using functional T cell assays to screen and discover potent product candidates against validated immune targets. Its lead product candidate is rademikibart (formerly CBP-201), an antibody designed to target interleukin-4 receptor alpha, which is a validated target for the treatment of inflammatory diseases such as atopic dermatitis and asthma, currently under Phase 3 studies; and icanbelimod (formerly CBP-307), an oral small molecule Sphingosine 1-Phosphate Receptor 1 modulator, currently under Phase 2 clinical for the treatment of ulcerative colitis and Crohn's disease. The company was founded in 2012 and is based in San Diego, California.