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The Filing Desk · Thursday, September 24, 2026
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Glucotrack's 720,000-Share Float Faces 14 Million Shares of Pending Supply

A variable-rate convertible note with an auto-resetting floor price, a preferred stock block converting to 90% of the company, and $70 million in undrawn equity lines stack against a micro-cap with a $2 million market capitalization.

By ShareStructure Research Desk·

Glucotrack, Inc. (NASDAQ: GCTK) carries roughly 14.2 million shares of determinable pending supply against a public float of just 720,043 shares — a ratio of nearly 20 to 1. That figure does not include a block of Series A Convertible Preferred stock estimated to convert into approximately 134.7 million additional common shares.

The company, which operates in the medical-device sector focused on continuous glucose monitoring, has 798,144 shares outstanding following a 1-for-15 reverse split executed on August 28, 2026 — its fifth reverse split since 2021 and its fourth since May 2024. The cumulative compression ratio across those four recent splits is 1-for-90,000. Each reset was followed by renewed issuance that expanded the share count back toward pre-split levels.

The Convertible Note Stack

The dominant near-term supply mechanism is a $11.6 million senior secured convertible note issued September 10, 2026. The note was sold at a 22% original issue discount — meaning the company received only $4.5 million in new cash for $11.6 million of face-value debt. It converts at the lower of $3.12 or 80% of the lowest daily VWAP — the volume-weighted average price — across the preceding 15 trading days.

A floor price of $0.624 limits how cheaply the conversion can occur. But that floor automatically ratchets downward to the prevailing lowest VWAP whenever the stock trades below $0.624 for 10 consecutive sessions. At the stated floor, the note would convert into approximately 18.6 million shares — roughly 26 times the entire current float. After a floor reset, the potential share count is mathematically unbounded.

The note also carries a first-priority lien — a senior claim — on substantially all company assets.

The Preferred Stock Overhang

Separately, 694,679 shares of Series A Convertible Preferred stock were issued as merger consideration when Glucotrack closed its combination with Lokahi Therapeutics in July 2026. These preferred shares do not convert at a fixed ratio. Instead, they convert into whatever number of common shares gives former Lokahi holders 90% of the company on a fully diluted basis, with legacy Glucotrack shareholders floored at 10%. The estimated conversion: approximately 134.7 million common shares, or roughly 187 times the current float.

Conversion requires both stockholder approval and Nasdaq initial-listing approval. A preliminary proxy was filed August 21, 2026.

Equity Lines and Warrants

Two equity line of credit facilities — agreements allowing the company to sell shares to a counterparty on demand — total $70 million of capacity against the company's $2 million market cap. That is a 34-to-1 ratio. The White Lion Capital facility prices shares at the lowest traded price on the notice date. Its associated commitment warrant carries up to $10 million of notional value with full-ratchet anti-dilution — meaning the warrant's share count automatically expands as the stock declines.

An additional 4.8 million warrants at $7.50 were issued alongside the September convertible notes. They equal 671% of the float.

The Dilution Grade

Glucotrack receives a dilution risk score of 10 out of 10, the maximum. Split-adjusted shares outstanding grew from 60,713 at year-end 2025 to 798,144 by late August 2026 — a 1,215% increase in eight months. Fifteen distinct financing events have occurred in the 22 months through September 2026, averaging one every six weeks.

The company held $1.1 million in cash as of June 30, 2026, against a quarterly operating burn of approximately $3.8 million. The first $500,000 amortization payment on a separate $2 million convertible settlement note comes due November 30, 2026 — payable in stock at the holder's election at $2.98 per share.

With 250 million shares authorized and fewer than 800,000 outstanding, the structural capacity for further issuance remains vast.

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