Z Squared Inc.
COEPBusiness Summary
Coeptis Therapeutics Holdings, Inc. (COEP) operates as a biopharmaceutical and technology company, focusing on developing innovative cell therapy platforms for cancer, autoimmune, and infectious diseases within its biopharmaceutical division, and enhancing operational capabilities through advanced technologies in its technology division 1. The company's core business model involves acquiring and developing cell therapy technologies, with a recent shift away from commercializing generic products 2. Revenue generation in the reported fiscal period primarily stemmed from its technology segment, specifically lead generation and webinar services 3. The company is structured as a holding company, operating through direct and indirect subsidiaries including SNAP Biosciences, Inc. and GEAR Therapeutics, Inc. (majority-owned), and Coeptis Therapeutics, Inc., Coeptis Pharmaceuticals, Inc., and Coeptis Pharmaceuticals, LLC (wholly-owned) 4.
The biopharmaceutical division is actively pursuing several assets, including CD38-GEAR-NK, a pre-clinical in vitro proof-of-concept product designed to protect CD38+ NK cells from destruction by anti-CD38 monoclonal antibodies for CD38-related cancers such as multiple myeloma, chronic lymphocytic leukemia, and acute myeloid leukemia 5. The global multiple myeloma market was $28.42 billion in 2024 and is projected to reach $47.04 billion by 2031 6. Another asset is CD38-Diagnostic, an in vitro diagnostic tool designated as a Class II type device by the FDA, intended to identify cancer patients suitable for anti-CD38 mAb therapy 7. The SNAP-CAR Platform, licensed exclusively from the University of Pittsburgh, is a universal self-labeling SynNotch and CARs for programable antigen-targeting technology platform, currently in preclinical development, with a key potential application in solid tumors 8. The CAR T-cell therapy market size is expected to reach $20.56 billion by 2029 from $1.96 billion in 2021, representing a compound annual growth rate (CAGR) of 31.6% 9. The company has ceased allocating resources to CPT60621, a co-developed oral liquid version of a Parkinson's Disease drug, and is in negotiations for Vici Health Sciences, LLC to buy out most or all of the remaining ownership rights 10.
The technology division, through the acquired assets of NexGenAI Affiliates Network Platform (NexGenAI) on December 19, 2024, offers AI-powered marketing software and robotic process automation capabilities, including managed digital marketing services such as lead generation, content marketing, social media marketing, email marketing, account-based marketing, marketing analytics, event marketing, and branding support 11.
For the fiscal year ended December 31, 2025, Coeptis reported total sales of $1,363,045 12, a significant increase from no sales in the prior year 13. Cost of goods sold was $180,625 14, resulting in a gross profit of $1,182,420 15. The company incurred a net loss of $12,277,192 16 for the year, compared to a net loss of $10,877,412 17 in 2024. The accumulated deficit as of December 31, 2025, was $109,953,728 18, up from $98,036,713 19 at December 31, 2024. Operating expenses increased from $10,054,488 20 in 2024 to $14,225,918 21 in 2025, primarily due to increased professional services expenses and higher stock-based compensation 22. Research and development expense decreased from $2,331,548 23 in 2024 to $1,277,150 24 in 2025, mainly due to the termination of the Shared Services Agreement with Deverra Therapeutics 25. General and administrative expenses increased from $945,641 26 in 2024 to $1,148,004 27 in 2025 28. Interest expense decreased from $246,116 29 in 2024 to $96,744 30 in 2025 31. The change in fair value of derivative liabilities resulted in a gain of $1,098,055 32 in 2025, compared to a loss of $341,660 33 in 2024 34. The company recognized an unrealized gain on marketable securities of $76,596 35 in 2025 36. Cash increased to $5,674,302 37 at December 31, 2025, from $532,885 38 at December 31, 2024, driven by a 2025 private placement common stock offering and draws under the Standby Equity Purchase Agreement (SEPA) 39.
During 2025, the company licensed exclusive worldwide development and commercialization rights to the GEAR™ Cell Therapy Platform from Vy-Gen-Bio, Inc., for which it paid $400,000 40 in license fees, recorded as research and development expense 41. The Shared Services Agreement with Deverra Therapeutics expired in December 2024 42. In May 2025, SNAP Biosciences entered into a grant agreement with the Alici Lab at the Karolinska Institutet to continue preclinical and clinical development, with quarterly payments of $105,000 43. Also in May 2025, SNAP Biosciences entered a License Agreement with Monarch Therapeutics for access to its small-molecule adaptor-based technology platform, involving a $50,000 44 upfront payment and a $10,000 45 annual license fee 46. The company also completed a private placement offering in 2025, issuing 436,467 47 shares of common stock for total proceeds of $5,000,000 48, with $4,500,000 49 collected by year-end 50. Additionally, 260,000 51 shares of common stock were sold to two private investors for $3,120,000 52 in promissory notes during the fourth quarter of 2025 53.
Business Outlook
Coeptis Therapeutics Holdings, Inc. anticipates continued operating losses and negative cash flow from operations at least through the end of 2025, as it expects planned product development and strategic expansion pursuits to significantly increase losses 54. The company does not expect to generate any significant revenue in its Biotechnology segment for at least the next year, as drug development continues towards commercialization through partnerships or other means 55. Management believes that the ability to raise capital through equity transactions will increase liquidity and enable the execution of its operating strategy in 2026 56.
The company's growth strategy is three-pronged: portfolio optimization, strategic partnerships, and business development 57. Portfolio optimization involves continuously evaluating, prioritizing, and making changes in its pipeline as market dynamics and product opportunities evolve, potentially including divestment of certain products or agreements to focus on core assets 58. Strategic partnerships are a focus for expanding the existing pipeline through collaborations with companies possessing novel, preclinical, and clinical assets, particularly in oncology 59. Business development efforts are actively seeking partnerships and strategic collaborations that align with the company's vision and therapeutic focus, leveraging its expansive platform technologies for opportunities beyond its current scope 60.
In terms of operational outlook, the company expects general and administrative expenses to increase in the future due to increased headcount to support business growth, as well as higher accounting, audit, legal, regulatory, compliance, insurance, and investor relations expenses associated with operating as a public company 61. Research and development costs are also expected to increase to support new strategic initiatives, which will be dependent on future strategic business collaborations and agreements 62. The company currently lacks in-house commercial capabilities for marketing and distributing FDA-approved products, necessitating partnerships with external firms for sales, marketing, distribution, contracting, and pricing of future products 63.
Regarding capital allocation, the company will require both short-term financing for operations and long-term capital to fund expected growth, including strategic transactions 64. While cash on hand is believed to be sufficient through at least the second quarter of 2026, assuming no strategic transactions are pursued, additional funds will be required to fully implement its business plan and growth strategy 65. Such funds could be raised through equity, debt, or a combination thereof 66. The company has a Standby Equity Purchase Agreement (SEPA) with Yorkville, allowing it to sell up to $20,000,000 67 of common stock, subject to limitations 68. In connection with the SEPA, Yorkville advanced up to $1,304,758 69 in a convertible promissory note 70. The company also issued a convertible promissory note in the principal amount of $1,100,000 71 to Yorkville in January 2025 72. The company has never declared or paid dividends and intends to retain any future earnings to fund business development and growth 73.
The company explicitly flags several structural headwinds and execution risks. It has a history of losses and expects to incur future losses, with no certainty of achieving or maintaining profitability 74. The drug development and approval process is uncertain, time-consuming, and expensive, with no guarantee of successful preclinical studies or clinical trials, or timely regulatory approval 75. Competition in the biotechnology, pharmaceutical, and technology industries is a risk, potentially leading to competing products, superior marketing by others, and lower revenues or profits 76. The company also needs to obtain financing to continue operations and pursue strategic transactions, and the inability to secure adequate funds could lead to delays, reductions, or termination of product development or clinical programs 77.
Risk Factors
Coeptis Therapeutics Holdings, Inc. faces substantial doubt about its ability to continue as a going concern, citing a need for additional capital for future planned expansion and ordinary course activities, including servicing indebtedness 78. The company has a history of significant losses, with a net loss of $12,277,192 79 in 2025 and an accumulated deficit of $109,953,728 80, and expects to incur further losses, which could negatively impact its financial condition and ability to pay debts 81. The drug development and approval process is inherently uncertain, time-consuming, and expensive, with no assurance that preclinical or clinical trials will be successful or that regulatory approvals will be obtained, potentially leading to additional costs and delayed revenue 82. Competition in the biotechnology, pharmaceutical, and technology industries is intense, with many competitors possessing greater resources and experience, which could result in superior competing products and lower revenues or profits for Coeptis 83. Furthermore, the company's intellectual property rights are primarily derived from third-party agreements, and failure to sustain and build direct intellectual property could allow competitors to duplicate its research and development efforts 84. There is also a risk of delisting from the Nasdaq Capital Market if the company fails to maintain listing requirements, such as a minimum bid price of $1.00 85 per share, a minimum market value of listed securities of $35 million 86, and a minimum of 300 87 public shareholders 88.
Management Priorities
Management's message to shareholders conveys a focus on strategic growth and overcoming operational challenges, particularly in the context of its biopharmaceutical and technology divisions. The company explicitly states its belief in significant market opportunities for its current assets and its intention to deploy an aggressive, three-pronged growth strategy to maximize success and deleverage risk 89. Key strategic priorities include portfolio optimization, strategic partnerships, and business development, with an emphasis on novel, preclinical, and clinical assets, especially in oncology 90. Management acknowledges the company's history of losses and the expectation of continued losses in the future, with a clear statement that profitability has not yet been achieved and there is uncertainty regarding the ability to generate sufficient revenue to cover operating expenses without additional capital 91. Despite these challenges, management believes that the ability to raise capital through equity transactions will increase liquidity and enable the execution of its operating strategy in 2026 92. The company also highlights its recent revenue generation of $1,363,045 93 from its NexGenAI platform in 2025 as a meaningful transition from prior periods 94.
View Source Annual Report on SEC.gov ↗
References
- [1] Item 1, Business — About the Company's Subsidiaries
- [2] Item 7, MD&A — Overview and Outlook
- [3] Item 7, MD&A — Revenues
- [4] Item 1, Business — About the Company's Subsidiaries
- [5] Item 1, Business — CD38 Therapeutic and Diagnostic; Vy-Gen Bio, Inc.
- [6] Item 1, Business — Market Opportunity
- [7] Item 1, Business — CD38-Diagnostic
- [8] Item 1, Business — The SNAP-CAR Platform
- [9] Item 1, Business — Market Opportunity
- [10] Item 1, Business — CPT60621; Vici Health Sciences, LLC
- [11] Item 1, Business — NexGenAI Affiliates Network
- [12] Item 7, MD&A — Revenues
- [13] Item 7, MD&A — Revenues
- [14] Item 7, MD&A — Comparison of the years ended December 31, 2025 and December 31, 2024
- [15] Item 7, MD&A — Comparison of the years ended December 31, 2025 and December 31, 2024
- [16] Item 7, MD&A — General Risks
- [17] Item 7, MD&A — General Risks
- [18] Item 7, MD&A — General Risks
- [19] Item 7, MD&A — General Risks
- [20] Item 7, MD&A — Operating Expenses
- [21] Item 7, MD&A — Operating Expenses
- [22] Item 7, MD&A — Operating Expenses
- [23] Item 7, MD&A — Comparison of the years ended December 31, 2025 and December 31, 2024
- [24] Item 7, MD&A — Comparison of the years ended December 31, 2025 and December 31, 2024
- [25] Item 7, MD&A — Operating Expenses
- [26] Item 7, MD&A — General and Administrative Expenses
- [27] Item 7, MD&A — General and Administrative Expenses
- [28] Item 7, MD&A — General and Administrative Expenses
- [29] Item 7, MD&A — Interest Expense
- [30] Item 7, MD&A — Interest Expense
- [31] Item 7, MD&A — Interest Expense
- [32] Item 7, MD&A — Change in Fair Value of Derivative Liabilities
- [33] Item 7, MD&A — Change in Fair Value of Derivative Liabilities
- [34] Item 7, MD&A — Change in Fair Value of Derivative Liabilities
- [35] Item 7, MD&A — Unrealized gain on marketable securities
- [36] Item 7, MD&A — Unrealized gain on marketable securities
- [37] Item 7, MD&A — Financial Resources and Liquidity
- [38] Item 7, MD&A — Financial Resources and Liquidity
- [39] Item 7, MD&A — Financial Resources and Liquidity
- [40] Item 10, Commitments and Contingencies — GEAR™ Cell Therapy Platform
- [41] Item 10, Commitments and Contingencies — GEAR™ Cell Therapy Platform
- [42] Item 1, Business — License of Stem Cell Expansion Platform & Acquisition of Phase 1 Studies
- [43] Item 10, Commitments and Contingencies — CAR T License
- [44] Item 10, Commitments and Contingencies — CAR T License
- [45] Item 10, Commitments and Contingencies — CAR T License
- [46] Item 10, Commitments and Contingencies — CAR T License
- [47] Item 7, Capital Structure — Common Stock
- [48] Item 7, Capital Structure — Common Stock
- [49] Item 7, Capital Structure — Common Stock
- [50] Item 7, Capital Structure — Common Stock
- [51] Item 7, Capital Structure — Common Stock
- [52] Item 7, Capital Structure — Common Stock
- [53] Item 7, Capital Structure — Common Stock
- [54] Item 1A, Risk Factors — We have incurred significant losses in prior periods, and losses in the future could cause the quoted price of our Common Stock to decline or have a material adverse effect on our financial condition, our ability to pay its debts as they become due, and on its cash flows.
- [55] Item 7, MD&A — Revenues
- [56] Item 7, MD&A — Financial Resources and Liquidity
- [57] Item 1, Business — Our Growth Strategy
- [58] Item 1, Business — Portfolio Optimization
- [59] Item 1, Business — Strategic Partnerships
- [60] Item 1, Business — Business Development
- [61] Item 7, MD&A — Operating Expenses
- [62] Item 7, MD&A — Research and Development Costs
- [63] Item 1, Business — Sales and Marketing
- [64] Item 1A, Risk Factors — We need to obtain financing in order to continue our operations and pursue strategic transactions.
- [65] Item 1A, Risk Factors — We need to obtain financing in order to continue our operations and pursue strategic transactions.
- [66] Item 1A, Risk Factors — We need to obtain financing in order to continue our operations and pursue strategic transactions.
- [67] Item 7, Capital Structure — Standby Equity Purchase Agreement
- [68] Item 7, Capital Structure — Standby Equity Purchase Agreement
- [69] Item 7, Capital Structure — Standby Equity Purchase Agreement
- [70] Item 7, Capital Structure — Standby Equity Purchase Agreement
- [71] Item 4, Convertible Notes — Yorkville Convertible Notes
- [72] Item 4, Convertible Notes — Yorkville Convertible Notes
- [73] Item 5, Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities — Dividend Policy
- [74] Item 1A, Risk Factors — We have incurred significant losses in prior periods, and losses in the future could cause the quoted price of our Common Stock to decline or have a material adverse effect on our financial condition, our ability to pay its debts as they become due, and on its cash flows.
- [75] Item 1A, Risk Factors — The drug development and approval process is uncertain, time-consuming and expensive.
- [76] Item 1A, Risk Factors — Competition in the biotechnology and pharmaceutical industries may result in competing products, superior marketing of other products and lower revenues or profits for us.
- [77] Item 1A, Risk Factors — We need to obtain financing in order to continue our operations and pursue strategic transactions.
- [78] Item 1A, Risk Factors — There is a substantial doubt about our ability to continue as a going concern.
- [79] Item 1A, Risk Factors — We have incurred significant losses in prior periods, and losses in the future could cause the quoted price of our Common Stock to decline or have a material adverse effect on our financial condition, our ability to pay its debts as they become due, and on its cash flows.
- [80] Item 1A, Risk Factors — We have incurred significant losses in prior periods, and losses in the future could cause the quoted price of our Common Stock to decline or have a material adverse effect on our financial condition, our ability to pay its debts as they become due, and on its cash flows.
- [81] Item 1A, Risk Factors — We have incurred significant losses in prior periods, and losses in the future could cause the quoted price of our Common Stock to decline or have a material adverse effect on our financial condition, our ability to pay its debts as they become due, and on its cash flows.
- [82] Item 1A, Risk Factors — The drug development and approval process is uncertain, time-consuming and expensive.
- [83] Item 1A, Risk Factors — Our competitors and potential competitors may develop products and technologies that make ours less attractive or obsolete.
- [84] Item 1A, Risk Factors — We will be required to sustain and further build our intellectual property rights.
- [85] Item 1A, Risk Factors — Nasdaq may delist the Company’s securities from trading on its exchange, which could limit investors’ ability to make transactions in the Company’s securities and subject the Company to additional trading restrictions.
- [86] Item 1A, Risk Factors — Nasdaq may delist the Company’s securities from trading on its exchange, which could limit investors’ ability to make transactions in the Company’s securities and subject the Company to additional trading restrictions.
- [87] Item 1A, Risk Factors — Nasdaq may delist the Company’s securities from trading on its exchange, which could limit investors’ ability to make transactions in the Company’s securities and subject the Company to additional trading restrictions.
- [88] Item 1A, Risk Factors — Nasdaq may delist the Company’s securities from trading on its exchange, which could limit investors’ ability to make transactions in the Company’s securities and subject the Company to additional trading restrictions.
- [89] Item 1, Business — Our Growth Strategy
- [90] Item 1, Business — Our Growth Strategy
- [91] Item 7, MD&A — Revenue
- [92] Item 7, MD&A — Financial Resources and Liquidity
- [93] Item 7, MD&A — Revenues
- [94] Item 7, MD&A — Revenues
Analysis on 5/22/2026