Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Rodman David Malcom | Chief Medical Officer | 2026-08-10 | 2,170 | $34,720 |
| Rodman David Malcom | Chief Medical Officer | 2026-08-10 | 2,170 | $58,785 |
| Ferguson James J. III | Chief Medical Officer | 2026-08-10 | 102,400 | $0 |
| Warren Eric | Chief Commercial Officer | 2026-07-21 | 7,438 | $98,479 |
| Warren Eric | Chief Commercial Officer | 2026-07-21 | 7,438 | $199,885 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| DEERFIELD MANAGEMENT COMPANY, L.P. | DEERFIELD MANAGEMENT COMPANY, L.P. opened a new position worth $106,786,840. | 2026-06-30 |
| Capital World Investors | Capital World Investors increased this position by 400% ($10,786,669 -> $53,895,437). | 2026-06-30 |
| Ghisallo Capital Management LLC | Ghisallo Capital Management LLC opened a new position worth $30,352,500. | 2026-06-30 |
| Troluce Capital Advisors LLC | Troluce Capital Advisors LLC increased this position by 163% ($17,743,950 -> $46,641,756). | 2026-06-30 |
| Logos Global Management LP | Logos Global Management LP opened a new position worth $28,329,000. | 2026-06-30 |
| Point72 Asset Management, L.P. | Point72 Asset Management, L.P. exited a position previously worth $51,780,720. | 2026-06-30 |
| Caligan Partners LP | Caligan Partners LP exited a position previously worth $75,111,197. | 2026-06-30 |
| MONTANOVA CAPITAL, LLC | MONTANOVA CAPITAL, LLC reduced this position by 89% ($41,682,354 -> $4,691,444). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| Catalys Pacific, LLC | $213,245,549 | 7,903,838 |
| RA CAPITAL MANAGEMENT, L.P. | $207,550,395 | 7,692,750 |
| SAMSARA BIOCAPITAL, LLC | $158,400,066 | 5,871,018 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $106,786,840 | 3,958,000 |
| FMR LLC | $101,995,543 | 3,780,413 |
| VANGUARD CAPITAL MANAGEMENT LLC | $74,377,655 | 2,756,770 |
| Laurion Capital Management LP | $67,615,981 | 2,506,152 |
| ORBIMED ADVISORS LLC | $56,935,894 | 2,110,300 |
| Capital World Investors | $53,895,437 | 1,997,607 |
| ARMISTICE CAPITAL, LLC | $46,837,280 | 1,736,000 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
SR One Capital Management, LP is a healthcare-focused institutional investor whose equity holdings are disclosed each quarter through SEC Form 13F filings. This page tracks those disclosures over time, similar to how investors follow the largest hedge funds buying and selling names like UNH or watch a portfolio including cash evolve position by position. Each … Read more