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Orchestra BioMed Holdings, Inc. (OBIO)

Nasdaq: OBIO · Surgical & Medical Instruments & Apparatus · New Hope, PA · filing with the SEC since 2020
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Grade5.1
◀ Past 3.4● Present 4.8▶ Future 7.1
2 est.
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The grade of Orchestra BioMed Holdings, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.1/10
◀ Past3.430% of the headline
● Present4.840% of the headline
▶ Future7.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

3.4/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
3.1/10

Has it survived what it has been through?

3 warning events since 2020; the latest 2023-01-31.

weight 33% of this tense · 31st percentile among 121 sector filers · read for itself

From the record

Orchestra BioMed Holdings, Inc.'s filings since 2020 show 3 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2023-01-24); a warning not to rely on past financial statements (8-K item 4.02, the latest 2022-02-10); an auditor change (8-K item 4.01, the latest 2023-01-31) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.0/10

What has it actually done, year after year?

+111.6% a year over 4 filed years; profitable in 0 of 4.

weight 45% of this tense · 40th percentile among 105 sector filers · read for its customers

From the record

Orchestra BioMed Holdings, Inc.'s 4 filed years say what it did: revenue went from $4 million in fiscal 2022 to $33 million in fiscal 2025, up 111.6% a year; it rose in 1 of 3 years; the deepest fall was 25% from fiscal 2022 to fiscal 2024; net income was positive in 0 of 4 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span111.6%top 6% of its family
  • the share of years revenue rosebottom 6% of its family
  • the share of filed years with a profitbottom 23% of its family
  • the deepest fall from a revenue peak25.3%bottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
2.6/10

How has it treated the people who own it?

SI estimate 2.6/10, confidence 35 of 100 (one part).

weight 22% of this tense · 26th percentile among 120 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the bottom 26% of 120 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 120 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Orchestra BioMed Holdings, Inc.'s shareholder treatment is put at 2.6 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 26% of 120 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

4.8/1040% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
3.8/10

Is it financially healthy right now?

ROE -98%: lost 98¢ per shareholder dollar. Leverage 53%: owes 53¢ per asset dollar.

weight 45% of this tense · 38th percentile among 120 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Orchestra BioMed Holdings, Inc. lost about 98 cents for every dollar of shareholders' money, and gross profitability: its products earned about 29 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 53 cents per dollar of assets, and net share issuance: its share count grew 29.7% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 44% of its family
  • return on equitybottom 31% of its family
  • gross profit against assetsbottom 42% of its family
  • the share count against the year beforebottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.9/10

How strong is its position in its industry?

bottom 49% of 109 in its family; net margin -157.4%.

weight 33% of this tense · 49th percentile among 109 sector filers · read for its customers

From the record

Orchestra BioMed Holdings, Inc.'s standing among 109 graded names in its industry family: revenue of $33 million in fiscal 2025 ranks in the bottom 32% by size; a net margin of -157.4% ranks in the bottom 21%; revenue growth of 111.6% a year over the last 3 filed years ranks in the top 6% (its annual reports).

What it rests on

  • revenue against the family$33.5Mbottom 32% of its family
  • net margin-157.4%bottom 21% of its family
  • three-year revenue growth111.6%top 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
7.0/10

What are the people in charge doing?

SI estimate 7.0/10, confidence 35 of 100 (one part).

weight 22% of this tense · 70th percentile among 108 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 30% of 108 in its family; the record of its people begins on 2023-01-26 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 3.8 years and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2023-01-26 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 3.8 years and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 108 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Orchestra BioMed Holdings, Inc.'s leadership is put at 7.0 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 30% of 108 in its family; the record of its people begins on 2023-01-26 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 3.8 years and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

7.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.7/10

How much room does it have to grow?

top 33% of 104 in its family for room to expand.

weight 45% of this tense · 67th percentile among 104 sector filers · read for itself

From the record

Orchestra BioMed Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $35 million against debt of $15 million leaves 17.1% of its assets as net cash, top 41% of its family; cash from operations less capital spending is -147.7% of revenue (bottom 18%); a gross margin of 99.4% (top 1%); research spending of 173.8% of revenue (top 9%) (its annual report).

What it rests on

  • cash less debt against assets17.1%top 41% of its family
  • cash from operations less capital spending against revenue-147.7%bottom 18% of its family
  • gross margin99.4%top 1% of its family
  • research spending against revenue173.8%top 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.3/10

What could actually drive growth from here?

top 27% of 105 in its family for growth drivers.

weight 33% of this tense · 73rd percentile among 105 sector filers · read for its customers

From the record

Orchestra BioMed Holdings, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 111.6% a year over the last three filed years against 111.6% over all 4, speeding up (top 43% of its family); the newest year grew 1171.4% (top 1%); research spending grew 38.4% a year (top 9%); capital spending grew -6.1% a year (bottom 44%) (its annual reports). Orchestra BioMed Holdings, Inc. reported 2 product lines in fiscal 2025: Partnership Revenue at $33 million (98%), Product at $611 thousand (2%); 1 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 43% of its family
  • the newest year's revenue growth1171.4%top 1% of its family
  • three-year growth of research spending38.4%top 9% of its family
  • three-year growth of capital spending-6.1%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.6/10

Did its newest year beat what its own record pointed to?

top 24% of 88 in its family for expectations against reality.

weight 22% of this tense · 76th percentile among 88 sector filers · read for its shareholders

From the record

Orchestra BioMed Holdings, Inc.'s newest year against its own record: revenue of $33 million in fiscal 2025 came in 1368.7% above the $2 million its prior three years' pace pointed to (top 1% of its family); net income of $53 million against a prior three-year average of $48 million (bottom 35%); a net margin of a loss larger than its revenue against losses larger than its revenue before (top 5%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace1368.7%top 1% of its family
  • net income against the prior three years' average-10%bottom 35% of its family
  • net margin against its prior averageup more than 100 pointstop 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton OBIO · research, not advice