{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-028311","form_type":"8-K","ticker":"RFL","cik":"0001713863","company_name":"Rafael Holdings, Inc.","filed_at":"2026-03-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.983072+00:00","generated_at":"2026-05-15T11:49:58.563231+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Rafael Holdings Q2 net loss $6.4M; Phase 3 trial on track for Q3 2026 top-line","bullets":["Net loss of $6.4M ($0.13 per share) vs $4.6M ($0.19) YoY; increase due to Cyclo consolidation.","Cash and cash equivalents $37.8M as of Jan 31, 2026.","R&D expenses $4.5M (up from $0.9M YoY) driven by Cyclo acquisition and Phase 3 trial costs.","Phase 3 TransportNPC study of Trappsol Cyclo continued after DMC review; top-line results expected Q3 calendar 2026.","G&A expenses $2.3M, down from $2.6M YoY, offset by Cyclo costs and lower payroll."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-028311","json":"https://secwatch.observer/filing/0001213900-26-028311.json","markdown":"https://secwatch.observer/filing/0001213900-26-028311.md","text":"https://secwatch.observer/filing/0001213900-26-028311.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1713863/000121390026028311/0001213900-26-028311-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1713863/000121390026028311/ea0281582-8k_rafael.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T11:49:58.563231+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"27aef5c589827b70de1400f86d7794a9be5ef70f","claim":"Rafael Holdings, Inc. reported the six months ended January 31, 2026 results: net income $16.2 million, EPS $0.32 per share.","evidence_excerpt":"For the six months ended January 31, 2026, we recorded a net loss attributable to Rafael Holdings of $16.2 million, or $0.32 per share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1713863/000121390026028311/0001213900-26-028311-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the six months ended January 31, 2026"},{"label":"Net income","value":"$16.2 million"},{"label":"EPS","value":"$0.32 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e0d4482581957401228114cef660a9403eefe204","claim":"Rafael Holdings, Inc. reported the three months ended January 31, 2026 results: net income $6.4 million, EPS $0.13 per share.","evidence_excerpt":"For the three months ended January 31, 2026, we recorded a net loss attributable to Rafael Holdings of $6.4 million, or $0.13 per share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1713863/000121390026028311/0001213900-26-028311-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended January 31, 2026"},{"label":"Net income","value":"$6.4 million"},{"label":"EPS","value":"$0.13 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}