January 14, 2026
Finance

Plus Therapeutics Faces Sharp Stock Decline Following $15 Million Discounted Offering

Shares Drop as Clinical-Stage Radiotherapeutics Developer Prices New Units Below Market Value

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Summary

Shares of Plus Therapeutics Inc. declined significantly after the company announced a public offering priced at a discount, aiming to raise approximately $15 million. The clinical-stage pharmaceutical firm focuses on targeted radiotherapeutics for challenging central nervous system cancers and is navigating ongoing FDA regulatory processes for its lead product candidates. Despite recent collaborations and progress in clinical trials, the stock performance reflects investor caution amid the new equity issuance and technical indicators signaling bearish sentiment.

Key Points

Plus Therapeutics announced an underwritten public offering priced at $0.38 per unit, each consisting of one common share and one warrant, aiming to raise approximately $15 million before expenses.
The offering price represents a discount compared to the prior closing stock price of $0.47 on Tuesday, prompting a sharp decline in share value during trading.
Plus Therapeutics focuses on developing targeted radiotherapeutics for difficult central nervous system cancers, with ongoing lead programs in leptomeningeal metastases and recurrent glioblastoma.
Recent regulatory engagement includes a January FDA Type B meeting to discuss pivotal trial strategies and plans to incorporate FDA feedback in ongoing dose optimization trials, seeking revised protocol alignment in 2026.

On Wednesday, Plus Therapeutics Inc. (NASDAQ:PSTV) observed a notable decrease in its stock price following the firm's announcement of a new underwritten public offering. The offering was priced at $0.38 per unit, with each unit comprising one share of common stock paired with one warrant. This pricing is markedly below the previous closing price of $0.47 recorded on Tuesday, signaling a discounted entry point intended to raise gross proceeds of about $15 million before deducting offering-related expenses.

The planned transaction aims for completion by January 15, 2026, with the infusion of funds targeted for working capital needs and other general corporate purposes. This capital-raising effort comes as broader market indices experienced a mixed session, with recent movements reflecting some downward trend, notably in the S&P 500 and Nasdaq, which both closed lower the day preceding the announcement.

Plus Therapeutics is a clinical-stage biopharmaceutical company specializing in the development of targeted radiotherapeutic agents designed to address difficult-to-treat cancers, particularly those affecting the central nervous system (CNS). Their pipeline features leading programs focused on leptomeningeal metastases and recurrent glioblastoma, both serious CNS cancers with significant unmet medical needs.

Recent regulatory interactions include a Type B meeting held in January with the U.S. Food and Drug Administration (FDA), where the company discussed the pivotal trial strategy for Reyobiq, its lead candidate targeting leptomeningeal metastases. The company intends to integrate the feedback received from this FDA consultation into its ongoing dose optimization trial. Furthermore, Plus Therapeutics plans to revisit the FDA later in 2026 to seek concurrence on a revised protocol aligned with regulatory expectations.

In addition to its therapeutic endeavors, Plus Therapeutics has expanded its offerings through CNSide Diagnostics, a wholly owned subsidiary. In September 2025, CNSide entered a nationwide agreement with UnitedHealthcare, a division of UnitedHealth Group Inc. (NYSE:UNH). This collaboration extends coverage of the CNSide Cerebrospinal Fluid Tumor Cell Enumeration laboratory-developed test to over 51 million insured individuals across the United States, potentially enhancing diagnostic options for CNS malignancies.

Technical analysis of Plus Therapeutics’ stock sheds light on its bearish trend amid the recent pricing and market dynamics. The stock is currently trading approximately 47.7% below its 20-day simple moving average (SMA) and 48.3% below its 50-day SMA, indicators commonly used to assess price momentum and trend direction. This sustained decline places the stock closer to its 52-week lows, underscoring investor wariness.

Over the prior 12-month period, Plus Therapeutics shares have diminished by approximately 59.82%. Momentum indicators present a mixed picture: the Relative Strength Index (RSI) registers near 36.82, suggesting neutral but slightly weak momentum, while the Moving Average Convergence Divergence (MACD) falls below its signal line, pointing toward prevailing bearish pressure. These technical signals collectively imply subdued investor sentiment.

Key technical support is observed near the $0.25 price level, while resistance appears around the $0.50 mark, a figure near the most recent closing price prior to the announcement. During early premarket trading on Wednesday, shares were down 37.69%, reaching prices near $0.29, reflecting significant immediate market reaction.

This price action underlines the market's reception to the equity raise, with the discounted offering diluting current shareholders’ value in the short term. Investors will be monitoring the company’s clinical trial progress and regulatory milestones closely to gauge future stock performance and recovery potential.

In summary, Plus Therapeutics' strategic move to secure additional capital via a discounted public offering reflects the company's ongoing operational needs amid clinical development activities. While recent partnerships and regulatory dialogue are constructive, the stock’s technical indicators and market response highlight significant headwinds in investor confidence, underlining the uncertainty inherent in clinical-stage biotechnology ventures.

Risks
  • The discounted public offering could dilute existing shareholders and exert downward pressure on the stock price, as evidenced by the significant price drop post-announcement.
  • The stock’s technical indicators, including trading well below its moving averages and a bearish MACD signal, point to a continuing negative momentum that may deter investor confidence.
  • The clinical-stage nature of Plus Therapeutics means its assets and programs are subject to regulatory, trial, and development risks that may affect future capital needs and financial stability.
  • Uncertainties around the timing and outcomes of FDA feedback incorporation and trial protocol revisions add layers of risk impacting the company’s operational and stock performance outlook.
Disclosure
Education only / not financial advice
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