SION Sionna Therapeutics, Inc. - Common Stock
$5.27
Price · Aug 24, 2026
Fundamentals as of Aug 6, 2026
52W Range
$4–$55
2% of range
Analyst Rating
STRONG BUY
17 analysts
Price Target
$15
+188% upside
P/E (TTM)
-2.8
ROE
-23.4%
Net Profit Margin
—
SION Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$5.27
Market Cap
$238M
P/E (TTM)
-2.8
EPS (TTM)
$-1.88
Revenue (TTM)
—
Div Yield
—
ROE
-23.4%
Debt/Equity
—
52W Range
$4 – $55
SION Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$-1.88
2024-12-31
→
2025-12-31
Free Cash Flow
$-67M
2025-12-31
→
2025-12-31
Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
SION
Peer Median
P/E (TTM)
-2.8
—
P/B
0.8
1.0
Price / FCF
-3.6
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
SION
Peer Median
ROA
-29.4%
-40.4%
ROE
-23.4%
-43.7%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
SION
Peer Median
Current Ratio
20.6
7.3
Quick Ratio
5.0
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
SION
Peer Median
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
SION
Peer Median
SION Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
17 analysts
- Strong Buy 7 41.2%
- Buy 7 41.2%
- Hold 2 11.8%
- Sell 1 5.9%
- Strong Sell 0 0.0%
12-Month Price Target
6 analysts · 2026-08-25
Median
$5.50
Mean
$15.17
Now
$5.27
Low
$5.00
High
$63.00
Median target
$5.50
+4.4%
Mean target
$15.17
+187.8%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.01%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $-0.66 | $-0.66 | 0.00% |
| March 31, 2026 | $-0.60 | $-0.52 | -0.08% |
| Dec. 31, 2025 | $-0.46 | $-0.55 | 0.09% |
| Sept. 30, 2025 | $-0.46 | $-0.49 | 0.03% |
| June 30, 2025 | $-0.41 | $-0.57 | 0.16% |
| March 31, 2025 | $-0.62 | $-0.46 | -0.16% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SION | $1.84B | -21.9 | — | — | -23.4% | — |
| AKBA | $427M | -80.5 | 47.5% | -2.3% | -17.3% | — |
| CNXU | — | — | — | — | — | — |
| ALEC | $172M | -1.1 | -79.1% | -679.2% | -280.7% | — |
| EBS | $644M | 13.3 | -28.8% | 7.1% | 9.9% | — |
| GLSI | $300M | -14.7 | — | — | -2159.7% | — |
| DTIL | $100M | -1.2 | -50.1% | -133.4% | -72.4% | — |
| ORGO | $658M | 34.5 | 17.0% | 6.6% | 13.9% | — |
| NERV | $174M | -0.1 | — | — | 339.5% | — |
| ABOS | $128M | -1.1 | — | — | -129.4% | — |
| TARA | $286M | -4.0 | — | — | -33.7% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 13
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| R&D Expense | $60M | $57M | |
| SG&A Expense | $29M | $13M | |
| Operating Expenses | $89M | $71M | |
| Operating Income | $-89M | $-71M | |
| Interest Income | $13M | $8M | |
| Other Non-op | $14M | $9M | |
| Income Tax | $0 | $0 | |
| Net Income | $-75M | $-62M | |
| EPS (Basic) | $-1.88 | $-15.99 | |
| EPS (Diluted) | $-1.88 | $-15.99 | |
| Shares (Basic) | 39,962,163 | 3,858,859 | |
| Shares (Diluted) | 39,962,163 | 3,858,859 | |
| EBITDA | $-89M | · |
Balance Sheet 19
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $58M | $38M | |
| Prepaid Expense | $6M | $3M | |
| Current Assets | $241M | $151M | |
| PP&E (Net) | $2M | $2M | |
| PP&E (Gross) | $4M | $4M | |
| Accum. Depreciation | $2M | $2M | |
| Other Non-current Assets | $0 | $3M | |
| Total Assets | $326M | $186M | |
| Accrued Liabilities | $10M | $8M | |
| Current Liabilities | $12M | $10M | |
| Capital Leases | $7M | $9M | |
| Total Liabilities | $19M | $19M | |
| Common Stock | $45.0K | $5.0K | |
| Paid-in Capital | $563M | $17M | |
| Retained Earnings | $-256M | $-181M | |
| AOCI | $540.0K | $368.0K | |
| Stockholders' Equity | $307M | $-164M | |
| Liabilities + Equity | $326M | $186M | |
| Shares Outstanding | 44,723,585 | 4,722,763 |
Cash Flow 7
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Stock-based Comp | $12M | $4M | |
| Operating Cash Flow | $-66M | $-53M | |
| CapEx | $377.0K | $27.0K | |
| Investing Cash Flow | $-119M | $-127M | |
| Financing Cash Flow | $206M | $179M | |
| Net Change in Cash | $21M | $-733.0K | |
| Free Cash Flow | $-67M | · |
Profitability 2
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| ROA | -29.4% | · | |
| ROE | -23.4% | · |
Liquidity & Solvency 2
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Current Ratio | 20.6 | · | |
| Quick Ratio | 5.0 | · |
Valuation (TTM) 8
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Net Income TTM | $-75M | $-62M | |
| Market Cap | $1.84B | · | |
| P/E | -21.9 | · | |
| P/B | 6.0 | · | |
| P / Tangible Book | 6.0 | · | |
| P / Cash Flow | -27.8 | · | |
| P / FCF | -27.6 | · | |
| Earnings Yield | -4.6% | · |
Income Statement 12
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| R&D Expense | $22M | $19M | $15M | $16M | $15M | $14M | $14M | |
| SG&A Expense | $11M | $11M | $8M | $8M | $7M | $6M | $4M | |
| Operating Expenses | $32M | $30M | $24M | $24M | $22M | $20M | $18M | |
| Operating Income | $-32M | $-30M | $-24M | $-24M | $-22M | $-20M | $-18M | |
| Interest Income | $3M | $3M | $3M | $3M | $4M | $3M | $2M | |
| Other Non-op | $3M | $3M | $3M | $4M | $4M | $3M | $2M | |
| Net Income | $-30M | $-27M | $-20M | $-20M | $-18M | $-16M | $-16M | |
| EPS (Basic) | $-0.66 | $-0.60 | $1028.58 | $-0.46 | $-0.41 | $-0.62 | $6539.68 | |
| EPS (Diluted) | $-0.66 | $-0.60 | $1028.58 | $-0.46 | $-0.41 | $-0.62 | $6539.68 | |
| Shares (Basic) | 45,148,971 | 44,921,984 | -75,005,946 | 44,255,053 | 44,116,997 | 26,596,059 | -6,869,404 | |
| Shares (Diluted) | 45,148,971 | 44,921,984 | -75,005,946 | 44,255,053 | 44,116,997 | 26,596,059 | -6,869,404 | |
| EBITDA | $-32M | $-30M | · | $-24M | $-22M | $-20M | · |
Balance Sheet 19
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $63M | $63M | $58M | $51M | $41M | $83M | $38M | |
| Prepaid Expense | $5M | $5M | $6M | $4M | $4M | $4M | $3M | |
| Current Assets | $216M | $221M | $241M | $252M | $267M | $274M | $151M | |
| PP&E (Net) | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| PP&E (Gross) | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Accum. Depreciation | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-current Assets | $594.0K | $585.0K | $0 | $0 | $0 | $0 | $3M | |
| Total Assets | $283M | $305M | $326M | $339M | $352M | $370M | $186M | |
| Accrued Liabilities | $9M | $6M | $10M | $7M | $5M | $3M | $8M | |
| Current Liabilities | $11M | $10M | $12M | $10M | $8M | $10M | $10M | |
| Capital Leases | $7M | $7M | $7M | $8M | $8M | $8M | $9M | |
| Total Liabilities | $17M | $17M | $19M | $18M | $16M | $18M | $19M | |
| Common Stock | $45.0K | $45.0K | $45.0K | $44.0K | $44.0K | $44.0K | $5.0K | |
| Paid-in Capital | $579M | $571M | $563M | $557M | $552M | $549M | $17M | |
| Retained Earnings | $-313M | $-283M | $-256M | $-236M | $-216M | $-198M | $-181M | |
| AOCI | $-448.0K | $-84.0K | $540.0K | $420.0K | $183.0K | $301.0K | $368.0K | |
| Stockholders' Equity | $266M | $288M | $307M | $322M | $336M | $352M | $-164M | |
| Liabilities + Equity | $283M | $305M | $326M | $339M | $352M | $370M | $186M | |
| Shares Outstanding | 45,164,239 | 45,075,651 | 44,723,585 | 44,463,527 | 44,132,338 | 44,092,117 | 4,722,763 |
Cash Flow 7
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $7M | $7M | $4M | $3M | $3M | $2M | $1M | |
| Operating Cash Flow | $-22M | $-22M | $-17M | $-15M | $-18M | $-16M | $-12M | |
| CapEx | $0 | $0 | $204.0K | $87.0K | $0 | $86.0K | $27.0K | |
| Investing Cash Flow | $21M | $25M | $23M | $23M | $-23M | $-141M | $15M | |
| Financing Cash Flow | $749.0K | $2M | $2M | $2M | $-312.0K | $202M | $-1M | |
| Net Change in Cash | $-2.0K | $5M | $8M | $10M | $-42M | $45M | $2M | |
| Free Cash Flow | · | $-22M | · | · | · | $-16M | · |
Profitability 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| ROA | -9.4% | -7.9% | · | -11.9% | -10.3% | -8.9% | · | |
| ROE | -9.9% | -8.4% | · | -12.6% | -10.7% | -9.4% | · |
Liquidity & Solvency 2
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 20.0 | 22.6 | · | 25.6 | 35.3 | 28.7 | · | |
| Quick Ratio | 5.9 | 6.5 | · | 5.2 | 5.4 | 8.7 | · |
Valuation (TTM) 8
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-95M | $-82M | · | $-80M | $-69M | $-62M | · | |
| Market Cap | $1.99B | $1.81B | · | $1.31B | $766M | $461M | · | |
| P/E | -20.7 | -0.1 | · | -0.0 | -0.0 | -0.0 | · | |
| P/B | 7.5 | 6.3 | · | 4.1 | 2.3 | 1.3 | · | |
| P / Tangible Book | 7.5 | 6.3 | · | 4.1 | 2.3 | 1.3 | · | |
| P / Cash Flow | · | -82.7 | · | · | · | -28.3 | · | |
| P / FCF | · | -82.7 | · | · | · | -28.2 | · | |
| Earnings Yield | -4.8% | -1026.9% | · | -3523.0% | -21588.9% | -68601.1% | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Net Income | $-75M | $-62M |
| Diluted EPS | $-1.88 | $-15.99 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Current Ratio | 20.6 | — |
| Quick Ratio | 5.0 | — |
Cash Flow
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Free Cash Flow | $-67M | — |
Latest News Recent headlines mentioning this company
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Institutional owners (13F) 157 filers · $2.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 44 (+11 vs prior Q) | 7 (-3 vs prior Q) | 52 (+15 vs prior Q) | 37 (+9 vs prior Q) | +2.4M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | $435,722,930 | 9,905,045 | 21.94% | Shares |
| TPG GP A, LLC | $285,713,378 | 6,494,962 | 14.39% | Shares |
| VIKING GLOBAL INVESTORS LP | $140,556,012 | 3,195,181 | 7.08% | Shares |
| Atlas Venture Life Science Advisors, LLC | $131,776,532 | 2,995,602 | 6.64% | Shares |
| ORBIMED ADVISORS LLC | $112,433,029 | 2,555,877 | 5.66% | Shares |
| ENAVATE SCIENCES GP, LLC | $109,008,540 | 2,478,030 | 5.49% | Shares |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $70,384,000 | 1,600,000 | 3.54% | Shares |
| JENNISON ASSOCIATES LLC | $51,562,131 | 1,172,133 | 2.60% | Shares |
| CITADEL ADVISORS LLC | $50,143,057 | 1,139,874 | 2.52% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $49,796,724 | 1,132,001 | 2.51% | Shares |
| STATE STREET CORP | $44,937,281 | 1,021,534 | 2.26% | Shares |
| VANGUARD GROUP INC | $44,053,411 | 1,070,817 | 2.22% | Shares |
| PERCEPTIVE ADVISORS LLC | $39,810,950 | 905,000 | 2.00% | Shares |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $29,953,495 | 680,916 | 1.51% | Shares |
| Siren, L.L.C. | $26,856,555 | 610,515 | 1.35% | Shares |
| EVENTIDE ASSET MANAGEMENT, LLC | $20,894,402 | 474,981 | 1.05% | Shares |
| Casdin Capital, LLC | $17,596,000 | 400,000 | 0.89% | Shares |
| BAKER BROS. ADVISORS LP | $17,596,000 | 400,000 | 0.89% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $17,528,912 | 398,380 | 0.88% | Shares |
| Driehaus Capital Management LLC | $16,955,814 | 385,447 | 0.85% | Shares |
| GOLDMAN SACHS GROUP INC | $16,100,032 | 365,993 | 0.81% | Shares |
| FRANKLIN RESOURCES INC | $12,762,071 | 290,113 | 0.64% | Shares |
| Aberdeen Group plc | $12,499,231 | 284,138 | 0.63% | Shares |
| FMR LLC | $12,242,065 | 278,292 | 0.62% | Shares |
| MILLENNIUM MANAGEMENT LLC | $12,173,485 | 276,733 | 0.61% | Shares |
| Candriam S.C.A. | $10,248,950 | 233,208 | 0.52% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9,807,527 | 222,949 | 0.49% | Shares |
| Kalehua Capital Management LLC | $8,669,197 | 197,072 | 0.44% | Shares |
| Longaeva Partners L.P. | $8,637,524 | 196,352 | 0.43% | Shares |
| Artisan Partners Limited Partnership | $8,336,017 | 189,498 | 0.42% | Shares |
| Ensign Peak Advisors, Inc | $8,117,563 | 184,532 | 0.41% | Shares |
| Soleus Capital Management, L.P. | $7,816,451 | 177,687 | 0.39% | Shares |
| Sofinnova Investments, Inc. | $6,353,564 | 144,432 | 0.32% | Shares |
| Qube Research & Technologies Ltd | $6,172,193 | 140,309 | 0.31% | Shares |
| Alyeska Investment Group, L.P. | $5,992,406 | 136,222 | 0.30% | Shares |
| GordonMD Global Investments LP | $5,982,640 | 136,000 | 0.30% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5,707,834 | 129,753 | 0.29% | Shares |
| Sio Capital Management, LLC | $5,622,274 | 127,808 | 0.28% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $5,342,234 | 121,442 | 0.27% | Shares |
| Artia Global Partners LP | $5,267,407 | 119,741 | 0.27% | Shares |
| UBS Group AG | $5,111,902 | 116,206 | 0.26% | Shares |
| First Turn Management, LLC | $4,860,587 | 110,493 | 0.24% | Shares |
| CITIGROUP INC | $4,799,265 | 109,099 | 0.24% | Shares |
| Ikarian Capital, LLC | $4,728,925 | 107,500 | 0.24% | Put option |
| Rock Springs Capital Management LP | $4,373,882 | 99,429 | 0.22% | Shares |
| Walleye Capital LLC | $4,282,295 | 97,347 | 0.22% | Shares |
| Rhenman & Partners Asset Management AB | $4,271,429 | 97,100 | 0.22% | Shares |
| D. E. Shaw & Co., Inc. | $3,998,779 | 90,902 | 0.20% | Shares |
| AMERIPRISE FINANCIAL INC | $3,617,386 | 82,232 | 0.18% | Shares |
| Integral Health Asset Management, LLC | $3,299,250 | 75,000 | 0.17% | Shares |
| BANK OF AMERICA CORP /DE/ | $3,272,636 | 74,395 | 0.16% | Shares |
| SUPERSTRING CAPITAL MANAGEMENT LP | $2,778,232 | 63,156 | 0.14% | Shares |
| STEMPOINT CAPITAL LP | $2,614,150 | 59,426 | 0.13% | Shares |
| SEVEN GRAND MANAGERS, LLC | $2,199,500 | 50,000 | 0.11% | Shares |
| Point72 Asset Management, L.P. | $2,169,939 | 49,328 | 0.11% | Shares |
| TD Asset Management Inc | $2,084,950 | 47,396 | 0.10% | Shares |
| ALPS ADVISORS INC | $2,002,645 | 45,525 | 0.10% | Shares |
| SILVERARC CAPITAL MANAGEMENT, LLC | $1,868,607 | 42,478 | 0.09% | Shares |
| XTX Topco Ltd | $1,675,843 | 38,096 | 0.08% | Shares |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $1,582,232 | 35,968 | 0.08% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1,558,126 | 35,420 | 0.08% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $1,429,675 | 32,500 | 0.07% | Put option |
| BNP PARIBAS FINANCIAL MARKETS | $1,399,014 | 31,803 | 0.07% | Shares |
| Ishara Investments LP | $1,350,540 | 123,000 | 0.07% | Shares |
| MILLENNIUM MANAGEMENT LLC | $1,258,114 | 28,600 | 0.06% | Put option |
| Swiss National Bank | $1,187,730 | 27,000 | 0.06% | Shares |
| Quadrature Capital Ltd | $1,144,752 | 26,023 | 0.06% | Shares |
| MORGAN STANLEY | $1,140,617 | 25,929 | 0.06% | Shares |
| Trexquant Investment LP | $1,047,402 | 23,810 | 0.05% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $1,037,548 | 23,586 | 0.05% | Shares |
| ALLIANCEBERNSTEIN L.P. | $1,020,291 | 25,450 | 0.05% | Shares |
| TUDOR INVESTMENT CORP ET AL | $993,074 | 22,575 | 0.05% | Shares |
| RHUMBLINE ADVISERS | $981,362 | 22,309 | 0.05% | Shares |
| MILLENNIUM MANAGEMENT LLC | $879,800 | 20,000 | 0.04% | Call option |
| Maven Securities LTD | $879,800 | 20,000 | 0.04% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $820,193 | 18,645 | 0.04% | Shares |
| Susquehanna Portfolio Strategies, LLC | $793,316 | 18,034 | 0.04% | Shares |
| Rafferty Asset Management, LLC | $791,996 | 18,004 | 0.04% | Shares |
| Shay Capital LLC | $791,820 | 18,000 | 0.04% | Shares |
| Engineers Gate Manager LP | $686,376 | 15,603 | 0.03% | Shares |
| BlackRock, Inc. | $576,269 | 13,100 | 0.03% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $555,198 | 12,621 | 0.03% | Shares |
| MARSHALL WACE, LLP | $554,230 | 12,599 | 0.03% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $515,651 | 11,722 | 0.03% | Shares |
| MetLife Investment Management, LLC | $482,658 | 10,972 | 0.02% | Shares |
| Bank of New York Mellon Corp | $476,500 | 10,832 | 0.02% | Shares |
| Jump Financial, LLC | $460,708 | 10,473 | 0.02% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $419,445 | 9,535 | 0.02% | Shares |
| PROFUND ADVISORS LLC | $402,069 | 9,140 | 0.02% | Shares |
| Virtus Investment Advisers, LLC | $400,705 | 9,109 | 0.02% | Shares |
| Russell Investments Group, Ltd. | $395,118 | 8,982 | 0.02% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $373,519 | 8,491 | 0.02% | Shares |
| CITADEL ADVISORS LLC | $369,516 | 8,400 | 0.02% | Put option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $356,319 | 8,100 | 0.02% | Call option |
| Vanguard Global Advisers, LLC | $345,409 | 7,852 | 0.02% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $338,723 | 7,700 | 0.02% | Put option |
| Invesco Ltd. | $321,919 | 7,318 | 0.02% | Shares |
| China Universal Asset Management Co., Ltd. | $316,112 | 7,186 | 0.02% | Shares |
| Quarry LP | $296,933 | 6,750 | 0.01% | Shares |
| VARCOV Co. | $282,328 | 6,418 | 0.01% | Shares |
Company insiders 12 insiders · 4 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael Cloonan | President & CEO | Aug. 20, 2025 M | 547,343 | 0 | 0 | $0 |
| Elena Ridloff | CFO & Head of Corp. Dev. | Aug. 20, 2025 S | 71,532 | 0 | 0 | $0 |
| Jennifer Fitzpatrick | Chief Legal Officer | July 6, 2026 M | 0 | 0 | 1 | $-446,900 |
| Charlotte Mckee | Chief Medical Officer | Feb. 6, 2025 A | — | 0 | 0 | $0 |
| Peter A. Thompson | Director | July 7, 2026 S | 2,469,959 | 0 | 20 | $-55,674,636 |
| Marcella K. Ruddy | Director | June 17, 2026 A | — | 0 | 0 | $0 |
| Harold Edward Fleming | Director | June 17, 2026 A | — | 0 | 0 | $0 |
| Joanne L. Viney | Director | June 17, 2026 A | — | 0 | 0 | $0 |
| Joshua Resnick | Director | June 17, 2026 A | — | 0 | 0 | $0 |
| Laurie Stelzer | Director | June 17, 2026 A | — | 0 | 0 | $0 |
| Bruce Booth | Director | June 17, 2026 A | 686,567 | 0 | 50 | $-22,085,831 |
| Paul J Clancy | Director | June 17, 2026 A | — | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 5 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| ORBIMED ADVISORS LLC, OrbiMed Capital GP VIII LLC ×2 filings | April 20, 2026 | 6.60% | Amendment | — | SEC |
| RA Capital Management, L.P., Peter Kolchinsky, Rajeev Shah, RA Capital Healthcare Fund, L.P., RA Capital Nexus Fund III, L.P. ×2 filings | Nov. 7, 2025 | 22.60% | Amendment | — | SEC |
| Atlas Venture Fund XI, L.P., Atlas Venture Associates XI, L.P., Atlas Venture Associates XI, LLC, Atlas Venture Opportunity Fund II, L.P., Atlas Venture Associates Opportunity II, LP, Atlas Venture Associates Opportunity II, LLC ×2 filings | Oct. 20, 2025 | 5.40% | Amendment | — | SEC |
| Enavate Sciences GP, LLC, Sionna Aggregator, LP | Feb. 18, 2025 | 5.60% | Initial filing | Passive investment | SEC |
| TPG GP A, LLC, James G. Coulter, Jon Winkelried | Feb. 18, 2025 | 15.20% | Initial filing | Capital structure | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 33 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| SBIO · ALPS ETF Trust | 1.23% | 46,379 NS | May 31, 2026 | N-PORT |
| BBC · ETFis Series Trust I | 0.67% | 6,453 NS | April 30, 2026 | N-PORT |
| JDOC · J.P. Morgan Exchange-Traded Fund Tr… | 0.42% | 1,201 NS | April 30, 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0.18% | 23,827 NS | April 30, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.16% | 1,066 NS | April 30, 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.12% | 55,058 SH | Aug. 19, 2026 | Daily |
| BIB · ProShares Trust | 0.10% | 1,651 NS | May 31, 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.05% | 19,765 SH | Aug. 19, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.02% | 4,592 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.02% | 5,028 NS | May 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 106,139 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 7,105 NS | April 30, 2026 | N-PORT |
| RB · ProShares Trust | 0.02% | 5 NS | May 31, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.02% | 764 NS | May 31, 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.02% | 2,645 SH | Aug. 21, 2026 | Daily |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 69,810 NS | May 31, 2026 | N-PORT |
| IBB · iShares Trust | 0.01% | 197,471 SH | Aug. 21, 2026 | Daily |
| UWM · ProShares Trust | 0.01% | 598 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 168,317 SH | Aug. 19, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.01% | 40,627 SH | Aug. 19, 2026 | Daily |
| URTY · ProShares Trust | 0.01% | 605 NS | May 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.01% | 173,168 SH | Aug. 21, 2026 | Daily |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 13,843 NS | May 31, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 633 NS | May 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.00% | 476,481 SH | Aug. 21, 2026 | Daily |
| HDG · ProShares Trust | 0.00% | 15 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.00% | 854 SH | Aug. 21, 2026 | Daily |
| WSML · iShares Trust | 0.00% | 828 SH | Aug. 21, 2026 | Daily |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 7,386 NS | May 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 21,772 SH | Aug. 21, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 4,331 SH | Aug. 21, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 934,641 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,360 SH | Aug. 19, 2026 | Daily |