EWTX Edgewise Therapeutics, Inc. - Common Stock
EWTX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
EWTX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
EWTX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 7 36,8%
- Compra 9 47,4%
- Mantener 3 15,8%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
13 analistas · 2026-08-18Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $-0.53 | $-0.48 | -0.05% |
| 31 de marzo de 2026 | $-0.46 | $-0.50 | 0.04% |
| 31 de diciembre de 2025 | $-0.47 | $-0.44 | -0.03% |
| 30 de septiembre de 2025 | $-0.39 | $-0.41 | 0.02% |
| 30 de junio de 2025 | $-0.34 | $-0.42 | 0.08% |
| 31 de marzo de 2025 | $-0.43 | $-0.44 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EWTX | $2.64B | -15.2 | — | — | -30.2% | — |
| BLTE | — | — | — | — | — | — |
| DFTX | $1.32B | -6.5 | 212.0% | — | -71.0% | — |
| AMRX | — | 57.3 | 8.1% | 2.4% | -80.0% | 36.9% |
| LGND | $3.74B | 30.8 | 60.4% | 46.4% | 13.5% | — |
| MANE | — | — | — | — | 82.6% | — |
| INDV | — | 21.9 | 4.3% | 17.0% | -118.3% | 80.2% |
| ELVN | $915M | -8.4 | — | — | -21.9% | — |
| AMLX | $1.33B | -7.9 | -77.1% | — | -61.2% | — |
| GPCR | $14.78B | -86.9 | — | — | -12.3% | — |
| OGN | $1.87B | 10.0 | -2.9% | 3.0% | 25.2% | 53.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| R&D Expense | $151M | $127M | $91M | $54M | $32M | $15M | |
| SG&A Expense | $40M | $32M | $23M | $18M | $11M | $2M | |
| Operating Expenses | $191M | $159M | $114M | $72M | $43M | $17M | |
| Operating Income | $-191M | $-159M | $-114M | $-72M | $-43M | $-17M | |
| Pretax Income | $-168M | $-134M | $-100M | · | · | · | |
| Income Tax | $4.0K | $3.0K | $4.0K | $0 | $0 | · | |
| Net Income | $-168M | $-134M | $-100M | $-68M | $-43M | $-17M | |
| EPS (Basic) | $-1.63 | $-1.45 | $-1.57 | $-1.26 | $-1.14 | $-23.17 | |
| EPS (Diluted) | $-1.63 | $-1.45 | $-1.57 | $-1.26 | $-1.14 | $-23.17 | |
| Shares (Basic) | 102,930,744 | 92,414,626 | 63,723,600 | 53,593,753 | 37,526,332 | 739,004 | |
| Shares (Diluted) | 102,930,744 | 92,414,626 | 63,723,600 | 53,593,753 | 37,526,332 | 739,004 | |
| EBITDA | $-191M | $-159M | $-114M | $-72M | $-43M | · |
Balance general 21
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $61M | $42M | $86M | $22M | $16M | $105M | |
| Prepaid Expense | $13M | $5M | $9M | $5M | $3M | $551.0K | |
| Current Assets | $543M | $475M | $327M | $357M | $284M | $130M | |
| PP&E (Net) | $8M | $10M | $10M | $9M | $912.0K | $516.0K | |
| PP&E (Gross) | $15M | $14M | $13M | $10M | $2M | $946.0K | |
| Accum. Depreciation | $7M | $5M | $3M | $1M | $702.0K | $430.0K | |
| Other Non-current Assets | · | $262.0K | $348.0K | $251.0K | $548.0K | $975.0K | |
| Total Assets | $553M | $487M | $340M | $367M | $285M | $131M | |
| Accounts Payable | $6M | $6M | $4M | $6M | $4M | $2M | |
| Accrued Liabilities | $8M | $7M | $6M | $6M | $4M | $2M | |
| Current Liabilities | $27M | $24M | $17M | $17M | $11M | $4M | |
| Capital Leases | $3M | $4M | $4M | $4M | · | · | |
| Other Non-current Liabilities | · | · | · | · | $329.0K | · | |
| Total Liabilities | $30M | $28M | $21M | $20M | $11M | $4M | |
| Common Stock | $10.0K | $9.0K | $7.0K | $6.0K | $5.0K | · | |
| Paid-in Capital | $1.07B | $837M | $563M | $493M | $352M | $727.0K | |
| Retained Earnings | $-546M | $-379M | $-245M | $-145M | $-77M | $-34M | |
| AOCI | $677.0K | $420.0K | $99.0K | $-1M | $-514.0K | · | |
| Stockholders' Equity | $522M | $459M | $319M | $347M | $274M | $-33M | |
| Liabilities + Equity | $553M | $487M | $340M | $367M | $285M | $131M | |
| Shares Outstanding | 106,249,579 | 94,838,466 | 70,453,342 | 63,257,376 | 49,500,308 | 1,009,479 |
Flujo de Efectivo 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Stock-based Comp | $35M | $25M | $18M | $11M | $4M | $354.0K | |
| Operating Cash Flow | $-144M | $-109M | $-92M | $-53M | $-34M | $-15M | |
| CapEx | $256.0K | $1M | $6M | $6M | $668.0K | $203.0K | |
| Investing Cash Flow | $-33M | $-185M | $103M | $-71M | $-242M | $-24M | |
| Stock Issued | $187M | $239M | $53M | $129M | · | · | |
| Net Stock Activity | $187M | $239M | $53M | $129M | · | · | |
| Financing Cash Flow | $196M | $249M | $53M | $130M | $186M | $120M | |
| Net Change in Cash | $19M | $-44M | $64M | $6M | $-89M | $81M | |
| Free Cash Flow | $-144M | $-110M | $-98M | $-58M | $-34M | · |
Rentabilidad 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | -32.3% | -32.4% | -28.3% | -20.7% | -20.6% | · | |
| ROE | -30.2% | -28.2% | -32.9% | -19.1% | -15.3% | · | |
| ROIC | -36.6% | · | · | · | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 19.9 | 19.9 | 19.5 | 21.5 | 27.0 | · | |
| Quick Ratio | 2.2 | 1.7 | 5.1 | 1.3 | 1.5 | · |
Valoración (TTM) 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $-168M | $-134M | $-100M | $-68M | $-43M | · | |
| Market Cap | $2.64B | $2.53B | $771M | $566M | $756M | · | |
| P/E | -15.2 | -18.4 | -7.0 | -7.1 | -13.4 | · | |
| P/B | 5.0 | 5.5 | 2.4 | 1.6 | 2.8 | · | |
| P / Tangible Book | 5.0 | 5.5 | 2.4 | 1.6 | 2.8 | · | |
| P / Cash Flow | -18.3 | -23.2 | -8.4 | -10.7 | -22.6 | · | |
| P / FCF | -18.3 | -22.9 | -7.9 | -9.7 | -22.1 | · | |
| Earnings Yield | -6.6% | -5.4% | -14.3% | -14.1% | -7.5% | · |
Estado de resultados 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R&D Expense | $48M | $43M | $44M | $37M | $34M | $37M | $36M | $32M | $31M | $28M | $24M | $20M | $20M | $17M | $14M | $12M | |
| SG&A Expense | $14M | $11M | $12M | $9M | $9M | $9M | $9M | $8M | $7M | $7M | $6M | $6M | $6M | $5M | $4M | $4M | |
| Operating Expenses | $62M | $54M | $56M | $47M | $43M | $46M | $46M | $40M | $38M | $35M | $29M | $25M | $26M | $22M | $18M | $16M | |
| Operating Income | $-62M | $-54M | $-56M | $-47M | $-43M | $-46M | $-46M | $-40M | $-38M | $-35M | $-29M | $-25M | $-26M | $-22M | $-18M | $-16M | |
| Net Income | $-57M | $-49M | $-50M | $-41M | $-36M | $-41M | $-40M | $-34M | $-31M | $-29M | $-26M | $-21M | $-23M | $-19M | $-17M | $-16M | |
| EPS (Basic) | $-0.53 | $-0.46 | $-0.47 | $-0.39 | $-0.34 | $-0.43 | $-0.42 | $-0.36 | $-0.34 | $-0.33 | $-0.41 | $-0.34 | $-0.36 | $-0.30 | $-0.34 | $-0.32 | |
| EPS (Diluted) | $-0.53 | $-0.46 | $-0.47 | $-0.39 | $-0.34 | $-0.43 | $-0.42 | $-0.36 | $-0.34 | $-0.33 | $-0.41 | $-0.34 | $-0.36 | $-0.30 | $-0.34 | $-0.32 | |
| Shares (Basic) | 107,669,774 | 107,116,709 | -202,632,581 | 105,492,779 | 104,940,493 | 95,130,053 | -182,481,383 | 93,813,346 | 93,515,356 | 87,567,307 | 63,459,560 | 63,380,430 | 63,265,800 | -97,418,492 | 51,844,904 | 49,622,752 | |
| Shares (Diluted) | 107,669,774 | 107,116,709 | -202,632,581 | 105,492,779 | 104,940,493 | 95,130,053 | -182,481,383 | 93,813,346 | 93,515,356 | 87,567,307 | 63,459,560 | 63,380,430 | 63,265,800 | -97,418,492 | 51,844,904 | 49,622,752 | |
| EBITDA | $-62M | $-54M | · | $-47M | $-43M | $-46M | · | $-40M | $-38M | $-35M | $-29M | $-25M | $-26M | · | $-18M | $-16M |
Balance general 24
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $72M | $33M | $61M | $46M | $43M | $50M | $42M | $45M | $43M | $30M | $33M | $32M | $48M | $22M | $110M | $18M | |
| Prepaid Expense | $6M | $10M | $13M | $11M | $9M | $7M | $5M | $7M | $8M | $9M | $8M | $7M | $5M | $5M | $5M | $5M | |
| Current Assets | $472M | $510M | $543M | $574M | $603M | $443M | $475M | $499M | $519M | $541M | $298M | $317M | $333M | $357M | $370M | $253M | |
| PP&E (Net) | $7M | $7M | $8M | $8M | $9M | $9M | $10M | $10M | $10M | $10M | $11M | $11M | $10M | $9M | $5M | $2M | |
| PP&E (Gross) | $15M | $15M | $15M | $14M | $14M | $14M | $14M | $14M | $13M | $13M | $13M | $13M | $12M | $10M | $6M | $3M | |
| Accum. Depreciation | $8M | $7M | $7M | $6M | $6M | $5M | $5M | $4M | $4M | $3M | $2M | $2M | $1M | $1M | $977.0K | $882.0K | |
| Other Non-current Assets | · | · | · | · | · | $695.0K | $262.0K | $262.0K | $262.0K | · | $467.0K | $419.0K | $251.0K | $251.0K | $264.0K | $447.0K | |
| Total Assets | $480M | $519M | $553M | $583M | $613M | $454M | $487M | $511M | $532M | $554M | $311M | $331M | $346M | $367M | $377M | $257M | |
| Accounts Payable | $5M | $7M | $6M | $6M | $8M | $9M | $6M | $6M | $7M | $5M | $5M | $4M | $4M | $6M | $6M | $3M | |
| Accrued Liabilities | $5M | $9M | $8M | $6M | $6M | $7M | $7M | $6M | $5M | $6M | $6M | $7M | $6M | $6M | $5M | $4M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $7.0K | · | |
| Current Liabilities | $29M | $23M | $27M | $22M | $21M | $21M | $24M | $19M | $17M | $15M | $16M | $14M | $13M | $17M | $13M | $9M | |
| Capital Leases | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $3M | $4M | $4M | $5M | $5M | $5M | $4M | $2M | $2M | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $192.0K | |
| Total Liabilities | $32M | $25M | $30M | $25M | $24M | $25M | $28M | $22M | $21M | $19M | $21M | $19M | $18M | $20M | $16M | $11M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $59.0K | · | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $7.0K | · | |
| Common Stock | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $6.0K | $6.0K | $6.0K | $6.0K | $6.0K | $5.0K | |
| Paid-in Capital | $1.10B | $1.09B | $1.07B | $1.05B | $1.04B | $849M | $837M | $827M | $816M | $809M | $505M | $501M | $497M | $493M | $489M | $356M | |
| Retained Earnings | $-653M | $-595M | $-546M | $-496M | $-455M | $-419M | $-379M | $-339M | $-305M | $-273M | $-215M | $-189M | $-167M | $-145M | $-125M | $-108M | |
| AOCI | $-500.0K | $-252.0K | $677.0K | $701.0K | $204.0K | $401.0K | $420.0K | $1M | $-1M | $-861.0K | $-424.0K | $-547.0K | $-251.0K | $-1M | $-2M | $-2M | |
| Stockholders' Equity | $448M | $493M | $522M | $559M | $589M | $430M | $459M | $489M | $510M | $535M | $290M | $311M | $329M | $347M | $361M | $246M | |
| Liabilities + Equity | $480M | $519M | $553M | $583M | $613M | $454M | $487M | $511M | $532M | $554M | $311M | $331M | $346M | $367M | $377M | $257M | |
| Shares Outstanding | 107,776,380 | 107,481,522 | 106,249,579 | 105,761,949 | 105,341,296 | 95,205,683 | 94,838,466 | 94,408,911 | 93,643,341 | 93,284,528 | 63,460,939 | 63,458,932 | 63,274,732 | 63,257,376 | 63,208,828 | 49,780,365 |
Flujo de Efectivo 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $9M | $9M | $10M | $8M | $8M | $9M | $8M | $7M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | $2M | |
| Operating Cash Flow | $-42M | $-43M | $-39M | $-35M | $-33M | $-38M | $-27M | $-27M | $-26M | $-29M | $-22M | $-20M | $-23M | $-12M | $-12M | $-16M | |
| CapEx | $32.0K | $260.0K | $73.0K | $89.0K | $50.0K | $44.0K | $274.0K | $520.0K | $221.0K | $297.0K | $457.0K | $759.0K | $4M | $3M | $1M | $554.0K | |
| Investing Cash Flow | $78M | $2M | $50M | $36M | $-162M | $44M | $21M | $25M | $37M | $-268M | $23M | $3M | $49M | $-76M | $-26M | $-46.0K | |
| Stock Issued | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $239M | · | · | · | $-555.0K | · | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $239M | · | · | · | · | · | · | |
| Financing Cash Flow | $3M | $12M | $4M | $2M | $188M | $2M | $3M | $3M | $2M | $241M | $-211.0K | $369.0K | $21.0K | $-303.0K | $130M | $179.0K | |
| Net Change in Cash | $39M | $-28M | $15M | $3M | $-7M | $8M | $-3M | $1M | $13M | $-56M | $1M | $-16M | $26M | $-88M | $91M | $-16M | |
| Free Cash Flow | · | $-43M | · | · | · | · | · | · | · | $-29M | · | · | $-27M | · | · | · |
Rentabilidad 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | -10.5% | -10.1% | · | -7.4% | -6.3% | -8.1% | · | -8.3% | -7.3% | -6.3% | -7.5% | -7.3% | -7.4% | · | -5.2% | -5.7% | |
| ROE | -11.1% | -10.6% | · | -7.8% | -6.6% | -8.5% | · | -8.8% | -7.7% | -6.6% | -7.9% | -7.7% | -7.8% | · | -5.4% | -5.9% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 16.2 | 22.6 | · | 26.5 | 28.9 | 21.0 | · | 26.3 | 30.2 | 37.1 | 18.2 | 22.0 | 26.2 | · | 27.8 | 27.5 | |
| Quick Ratio | 2.5 | 1.5 | · | 2.1 | 2.1 | 2.4 | · | 2.4 | 2.5 | 2.1 | 2.0 | 2.2 | 3.8 | · | 8.2 | 2.0 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | · |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-183M | $-167M | · | $-152M | $-143M | $-135M | · | $-120M | $-107M | $-99M | $-88M | $-78M | $-71M | · | $-61M | $-54M | |
| Market Cap | $4.38B | $3.39B | · | $1.72B | $1.38B | $2.09B | · | $2.52B | $1.69B | $1.70B | $364M | $492M | $422M | · | $622M | $396M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $512M | · | |
| P/E | -23.6 | -19.4 | · | -10.7 | -8.9 | -15.1 | · | -18.5 | -12.7 | -12.7 | -4.0 | -5.7 | -5.1 | · | -8.1 | -7.3 | |
| P/B | 9.8 | 6.9 | · | 3.1 | 2.3 | 4.9 | · | 5.2 | 3.3 | 3.2 | 1.3 | 1.6 | 1.3 | · | 1.7 | 1.6 | |
| P / Tangible Book | 9.8 | 6.9 | · | 3.1 | 2.3 | 4.9 | · | 5.2 | 3.3 | 3.2 | 1.3 | 1.6 | 1.3 | · | 1.7 | 1.6 | |
| P / Cash Flow | · | -79.6 | · | · | · | -55.3 | · | · | · | -59.5 | · | · | -18.5 | · | · | · | |
| P / FCF | · | -79.1 | · | · | · | · | · | · | · | -58.9 | · | · | -15.5 | · | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | · | · | · | -28.0 | · | |
| Earnings Yield | -4.2% | -5.1% | · | -9.4% | -11.2% | -6.6% | · | -5.4% | -7.9% | -7.9% | -25.3% | -17.5% | -19.8% | · | -12.4% | -13.7% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Beneficio neto | $-168M | $-134M | $-100M | $-68M | $-43M |
| EPS Diluido | $-1.63 | $-1.45 | $-1.57 | $-1.26 | $-1.14 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 19.9 | 19.9 | 19.5 | 21.5 | 27.0 |
| Ratio Rápido | 2.2 | 1.7 | 5.1 | 1.3 | 1.5 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-144M | $-110M | $-98M | $-58M | $-34M |
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Propietarios institucionales (13F) 249 declarantes · $4.0B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 47 (-5 vs trimestre anterior) | 24 (+1 vs trimestre anterior) | 79 (+12 vs trimestre anterior) | 74 (+9 vs trimestre anterior) | -1.6M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| ORBIMED ADVISORS LLC | $630 516 330 | 15 518 492 | 15,63% | Acciones |
| Paradigm Biocapital Advisors LP | $415 053 937 | 10 215 455 | 10,29% | Acciones |
| RA CAPITAL MANAGEMENT, L.P. | $340 996 620 | 8 392 730 | 8,46% | Acciones |
| NOVO HOLDINGS A/S | $217 370 500 | 5 350 000 | 5,39% | Acciones |
| Driehaus Capital Management LLC | $192 123 952 | 4 728 623 | 4,76% | Acciones |
| PERCEPTIVE ADVISORS LLC | $177 714 564 | 4 373 974 | 4,41% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $156 859 022 | 3 860 670 | 3,89% | Acciones |
| BAKER BROS. ADVISORS LP | $150 400 843 | 3 701 719 | 3,73% | Acciones |
| Siren, L.L.C. | $129 391 476 | 3 184 629 | 3,21% | Acciones |
| FMR LLC | $107 911 899 | 2 655 966 | 2,68% | Acciones |
| Cormorant Asset Management, LP | $101 981 300 | 2 510 000 | 2,53% | Acciones |
| Integral Health Asset Management, LLC | $81 260 000 | 2 000 000 | 2,01% | Acciones |
| BRAIDWELL LP | $81 136 688 | 1 996 965 | 2,01% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $77 257 283 | 1 901 081 | 1,92% | Acciones |
| STATE STREET CORP | $74 268 674 | 1 827 927 | 1,84% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $66 749 256 | 2 119 024 | 1,66% | Acciones |
| MPM BIOIMPACT LLC | $65 852 291 | 1 620 780 | 1,63% | Acciones |
| MORGAN STANLEY | $65 647 597 | 1 615 742 | 1,63% | Acciones |
| BANK OF AMERICA CORP /DE/ | $56 886 145 | 1 400 102 | 1,41% | Acciones |
| Qube Research & Technologies Ltd | $50 889 359 | 1 252 507 | 1,26% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $45 793 233 | 1 127 078 | 1,14% | Acciones |
| First Light Asset Management, LLC | $44 496 798 | 1 095 171 | 1,10% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $43 383 658 | 1 067 774 | 1,08% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $36 683 608 | 902 870 | 0,91% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $31 953 707 | 786 456 | 0,79% | Acciones |
| Aberdeen Group plc | $26 325 233 | 647 926 | 0,65% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25 212 215 | 620 532 | 0,63% | Acciones |
| Tyro Capital Management LLC | $24 904 768 | 612 965 | 0,62% | Acciones |
| Parkman Healthcare Partners LLC | $23 444 973 | 577 036 | 0,58% | Acciones |
| Artisan Partners Limited Partnership | $23 359 203 | 574 925 | 0,58% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $22 276 820 | 548 285 | 0,55% | Acciones |
| NORGES BANK | $20 726 988 | 510 140 | 0,51% | Acciones |
| Opaleye Management Inc. | $20 315 000 | 500 000 | 0,50% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $18 771 060 | 462 000 | 0,47% | Acciones |
| Soleus Capital Management, L.P. | $18 319 620 | 450 889 | 0,45% | Acciones |
| New Leaf Venture Partners, L.L.C. | $16 709 211 | 1 030 161 | 0,41% | Acciones |
| GOLDMAN SACHS GROUP INC | $15 838 224 | 389 816 | 0,39% | Acciones |
| Sofinnova Investments, Inc. | $15 476 901 | 380 923 | 0,38% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $13 570 989 | 334 014 | 0,34% | Acciones |
| CITADEL ADVISORS LLC | $13 539 054 | 333 228 | 0,34% | Acciones |
| Squadron Capital Management LLC | $11 782 700 | 290 000 | 0,29% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $11 511 820 | 283 333 | 0,29% | Acciones |
| DIADEMA PARTNERS LP | $11 060 055 | 272 214 | 0,27% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $10 425 983 | 256 608 | 0,26% | Acciones |
| Schonfeld Strategic Advisors LLC | $10 368 855 | 255 202 | 0,26% | Acciones |
| DAFNA Capital Management LLC | $9 215 656 | 226 819 | 0,23% | Acciones |
| Woodline Partners LP | $9 112 903 | 224 290 | 0,23% | Acciones |
| PRUDENTIAL FINANCIAL INC | $9 053 380 | 222 825 | 0,22% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $8 067 899 | 198 570 | 0,20% | Acciones |
| SEB Asset Management AB | $7 884 765 | 194 063 | 0,20% | Acciones |
| Granahan Investment Management, LLC | $7 873 200 | 193 778 | 0,20% | Acciones |
| BARCLAYS PLC | $7 694 956 | 189 391 | 0,19% | Acciones |
| D. E. Shaw & Co., Inc. | $6 616 027 | 162 836 | 0,16% | Acciones |
| Caption Management, LLC | $6 480 485 | 159 500 | 0,16% | Opción de compra |
| ADAR1 Capital Management, LLC | $5 818 175 | 143 199 | 0,14% | Acciones |
| KVP Capital Advisors, LP | $5 403 790 | 133 000 | 0,13% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $5 201 900 | 128 031 | 0,13% | Acciones |
| Point72 Asset Management, L.P. | $4 764 355 | 117 262 | 0,12% | Acciones |
| Quantum Private Wealth, LLC | $4 606 640 | 113 380 | 0,11% | Acciones |
| ALPS ADVISORS INC | $4 420 341 | 108 795 | 0,11% | Acciones |
| Moody Aldrich Partners LLC | $4 264 200 | 104 952 | 0,11% | Acciones |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | $4 063 000 | 100 000 | 0,10% | Opción de venta |
| Artia Global Partners LP | $4 014 244 | 98 800 | 0,10% | Acciones |
| Nuveen, LLC | $3 934 203 | 96 830 | 0,10% | Acciones |
| Swiss National Bank | $3 932 984 | 96 800 | 0,10% | Acciones |
| HighVista Strategies LLC | $3 697 168 | 90 996 | 0,09% | Acciones |
| BlackRock, Inc. | $3 668 036 | 90 279 | 0,09% | Acciones |
| RHUMBLINE ADVISERS | $3 666 114 | 90 232 | 0,09% | Acciones |
| JANUS HENDERSON GROUP PLC | $3 597 171 | 114 215 | 0,09% | Acciones |
| Ally Bridge Group (NY) LLC | $3 384 479 | 83 300 | 0,08% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $3 361 482 | 82 734 | 0,08% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $3 258 404 | 80 197 | 0,08% | Acciones |
| Centiva Capital, LP | $3 047 250 | 75 000 | 0,08% | Opción de compra |
| Jefferies Financial Group Inc. | $2 900 535 | 71 389 | 0,07% | Acciones |
| Persistent Asset Partners Ltd | $2 821 388 | 69 441 | 0,07% | Acciones |
| Bank of New York Mellon Corp | $2 805 298 | 69 045 | 0,07% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2 638 000 | 64 918 | 0,07% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $2 313 228 | 56 934 | 0,06% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 312 699 | 73 419 | 0,06% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 312 253 | 56 910 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $2 263 091 | 55 700 | 0,06% | Opción de compra |
| CITIGROUP INC | $2 252 324 | 55 435 | 0,06% | Acciones |
| HighMark Wealth Management LLC | $2 160 662 | 53 179 | 0,05% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 013 135 | 49 548 | 0,05% | Acciones |
| ALGERT GLOBAL LLC | $1 919 361 | 47 240 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 913 673 | 47 100 | 0,05% | Opción de venta |
| XTX Topco Ltd | $1 862 154 | 45 832 | 0,05% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $1 770 940 | 43 587 | 0,04% | Acciones |
| MetLife Investment Management, LLC | $1 698 497 | 41 804 | 0,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 655 957 | 40 757 | 0,04% | Acciones |
| Ensign Peak Advisors, Inc | $1 640 599 | 40 379 | 0,04% | Acciones |
| Knights of Columbus Asset Advisors LLC | $1 569 984 | 38 641 | 0,04% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 568 318 | 38 600 | 0,04% | Opción de compra |
| Aquatic Capital Management LLC | $1 499 978 | 36 918 | 0,04% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 452 279 | 35 744 | 0,04% | Acciones |
| Vanguard Global Advisers, LLC | $1 434 361 | 35 303 | 0,04% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 338 312 | 32 939 | 0,03% | Acciones |
| JANE STREET GROUP, LLC | $1 178 676 | 29 010 | 0,03% | Acciones |
| Invesco Ltd. | $1 158 077 | 28 503 | 0,03% | Acciones |
| Verdad Advisers, LP | $1 106 517 | 27 234 | 0,03% | Acciones |
Informantes de la empresa 15 insiders · 0 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jonathan C Fox | Consejero | 1 de julio de 2026 A | 24 833 | 0 | 0 | $0 |
| Christopher Nathan Martin | Consejero | 5 de junio de 2026 A | — | 0 | 0 | $0 |
| Badreddin Edris | Consejero | 5 de junio de 2026 A | — | 0 | 0 | $0 |
| Laura Brege | Consejero | 5 de junio de 2026 A | — | 0 | 0 | $0 |
| Arlene Morris | Consejero | 5 de junio de 2026 A | — | 0 | 0 | $0 |
| Peter A. Thompson | Consejero | 5 de junio de 2026 A | 443 792 | 0 | 0 | $0 |
| Jonathan D Root | Consejero | 5 de junio de 2026 A | 0 | 0 | 0 | $0 |
| Novo Holdings A/S | Propietario del 10% | 14 de septiembre de 2022 P | 6 071 703 | 0 | 0 | $0 |
| Wellington Biomedical Innovation Master Investors (Cayman) I L.P. | Propietario del 10% | 30 de marzo de 2021 C | 681 812 | 0 | 0 | $0 |
| Alan J Russell | — | 12 de agosto de 2026 A | 31 466 | 0 | 5 | $-8 140 060 |
| Behrad Derakhshan | — | 12 de agosto de 2026 A | 31 826 | 0 | 4 | $-223 420 |
| Michael Nofi | — | 12 de agosto de 2026 A | — | 0 | 0 | $0 |
| Joanne M. Donovan | — | 12 de agosto de 2026 A | 8 625 | 0 | 5 | $-412 712 |
| John R Moore | — | 12 de agosto de 2026 A | 17 697 | 0 | 4 | $-219 831 |
| Kevin Koch | — | 12 de agosto de 2026 A | 52 488 | 0 | 3 | $-785 049 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Novo Holdings A/S ×7 presentaciones | 27 de abril de 2026 | 4,90% | Enmienda | — | SEC |
| ORBIMED ADVISORS LLC, ORBIMED CAPITAL GP VI LLC, OrbiMed Genesis GP LLC, ORBIMED CAPITAL LLC ×5 presentaciones | 12 de mayo de 2025 | 14,50% | Enmienda | — | SEC |
| U.S. Venture Partners XI, L.P. (“USVP XI”), Presidio Management Group XI, L.L.C. (“PMG XI”), Casey M. Tansey, Jonathan D. Root ×2 presentaciones | 1 de febrero de 2023 | — | Presentación inicial | — | 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.
Propiedad de ETFs Mantenido por 45 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| SBIO · ALPS ETF Trust | 2,33% | 110 576 NS | 31 de mayo de 2026 | N-PORT |
| PILL · Direxion Shares ETF Trust | 1,34% | 5 567 NS | 30 de abril de 2026 | N-PORT |
| BBC · ETFis Series Trust I | 0,97% | 11 685 NS | 30 de abril de 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0,63% | 9 620 NS | 31 de mayo de 2026 | N-PORT |
| BIB · ProShares Trust | 0,18% | 3 966 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 30 264 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,06% | 29 238 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 3 175 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 355 389 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 167 330 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 2 484 NS | 31 de mayo de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,03% | 24 144 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 2 510 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 733 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 33 343 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 63 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 5 888 NS | 30 de abril de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 7 155 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 105 864 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 6 245 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 15 310 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 44 236 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 9 382 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 22 de julio de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IBB · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IHE · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 4 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| ISCB · iShares Trust | — | — | 21 de julio de 2026 | Diario |
| ISCG · iShares Trust | — | — | 21 de julio de 2026 | Diario |
| ISCV · iShares Trust | — | — | 20 de julio de 2026 | Diario |
| ESML · iShares Trust | — | — | 14 de agosto de 2026 | Diario |
| IBRN · iShares Trust | — | — | 6 de agosto de 2026 | Diario |
| WSML · iShares Trust | — | — | 20 de julio de 2026 | Diario |
| DWAS · Invesco Exchange-Traded Fund Trust … | — | — | 20 de julio de 2026 | Diario |
| IBBQ · Invesco Exchange-Traded Fund Trust … | — | — | 20 de julio de 2026 | Diario |