IVVD Invivyd, Inc. - Common Stock
$0,80
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 13, 2026
Rango 52S
$0–$3
12% of range
Calificación del Analista
BUY
9 analysts
Precio Objetivo
$10
+1145% upside
P/E (TTM)
-2.7
ROE
-36.9%
Margen de Beneficio Neto
-98.2%
IVVD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$0.80
Capitalización Bursátil
$227M
P/E (TTM)
-2.7
BPA (TTM)
$-0.30
Ingresos (TTM)
$53M
Rendimiento div.
—
ROE
-36.9%
Deuda/Capital
—
Rango 52S
$0 – $3
IVVD Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$53M
2023-12-31
→
2025-12-31
BPA
$-0.30
2021-12-31
→
2025-12-31
Flujo de caja libre
$-58M
2022-12-31
→
2025-12-31
Márgenes
-98.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
IVVD
Mediana de Pares
P/E (TTM)
-2.7
—
P/S (TTM) (P/V (TTM))
4.2
9.2
P/B (P/C)
0.9
1.4
Price / FCF (Precio / FCF)
-3.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
IVVD
Mediana de Pares
Operating Margin (Margen Operativo)
-104.0%
—
Net Profit Margin (Margen de Beneficio Neto)
-98.2%
-312.6%
ROA
-25.8%
-58.9%
ROE
-36.9%
-83.3%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
IVVD
Mediana de Pares
Current Ratio (Ratio corriente)
7.2
8.5
Quick Ratio (Ratio Rápido)
7.0
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
IVVD
Mediana de Pares
Revenue YoY (Ingresos interanuales)
110.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
IVVD
Mediana de Pares
IVVD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
9 analistas
- Compra fuerte 3 33,3%
- Compra 5 55,6%
- Mantener 1 11,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
3 analistas · 2026-08-16
Mín
$10.00
Máx
$10.00
Objetivo mediano
$10.00
+1144,6%
Objetivo medio
$10.00
+1144,6%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2026 | $-0.13 | $-0.07 | -0.06% |
| 31 de diciembre de 2025 | $-0.04 | $-0.09 | 0.05% |
| 30 de septiembre de 2025 | $-0.06 | $-0.08 | 0.02% |
| 30 de junio de 2025 | $-0.12 | $-0.02 | -0.10% |
| 31 de marzo de 2025 | $-0.14 | $-0.03 | -0.11% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| IVVD | $697M | -8.2 | 110.5% | -98.2% | -36.9% | — |
| IMUX | — | -0.9 | — | — | — | — |
| ORGO | $658M | 34.5 | 17.0% | 6.6% | 13.9% | — |
| RNA | $10.91B | -14.5 | 72.1% | -3650.4% | -47.5% | — |
| NERV | $174M | -0.1 | — | — | 339.5% | — |
| TNXP | $200M | -1.1 | 29.8% | -946.2% | -60.0% | — |
| WHWK | $114M | -7.3 | -72.5% | -288.3% | -13.4% | — |
| PEPG | $448M | -3.1 | — | — | -82.0% | — |
| KROS | $398M | 8.9 | — | 35.7% | 17.2% | — |
| DTIL | $100M | -1.2 | -50.1% | -133.4% | -72.4% | — |
| CRBP | $143M | -1.4 | — | — | -60.8% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 13
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $53M | $25M | $0 | |
| R&D Expense | $38M | $137M | $159M | |
| SG&A Expense | $67M | $63M | $49M | |
| Operating Expenses | $109M | $202M | $213M | |
| Operating Income | $-56M | $-177M | $-213M | |
| Other Non-op | $3M | $7M | $14M | |
| Income Tax | $0 | $0 | $0 | |
| Net Income | $-52M | $-170M | $-199M | |
| EPS (Basic) | $-0.30 | $-1.43 | $-1.81 | |
| EPS (Diluted) | $-0.30 | $-1.43 | $-1.81 | |
| Shares (Basic) | 172,212,902 | 118,555,073 | 109,526,053 | |
| Shares (Diluted) | 172,212,902 | 118,555,073 | 109,526,053 | |
| EBITDA | $-56M | $-177M | $-213M |
Balance general 21
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $227M | $69M | $201M | |
| Receivables | $14M | $11M | $0 | |
| Inventory | · | $26M | $0 | |
| Prepaid Expense | $7M | $20M | $24M | |
| Other Current Assets | · | $4M | · | |
| Current Assets | $247M | $101M | $225M | |
| PP&E (Net) | $1M | $2M | $2M | |
| Other Non-current Assets | $110.0K | $34.0K | $175.0K | |
| Total Assets | $277M | $130M | $229M | |
| Accounts Payable | $14M | $10M | $8M | |
| Accrued Liabilities | $19M | $50M | $41M | |
| Current Liabilities | $34M | $62M | $50M | |
| Capital Leases | $1M | $0 | $722.0K | |
| Other Non-current Liabilities | · | $0 | $700.0K | |
| Total Liabilities | $35M | $62M | $52M | |
| Common Stock | $28.0K | $12.0K | $11.0K | |
| Retained Earnings | $-954M | $-902M | $-732M | |
| AOCI | $-41.0K | $-5.0K | $-13.0K | |
| Stockholders' Equity | $242M | $68M | $177M | |
| Liabilities + Equity | $277M | $130M | $229M | |
| Shares Outstanding | 281,987,033 | 119,835,162 | 110,160,684 |
Flujo de Efectivo 10
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Stock-based Comp | $12M | $20M | $19M | |
| Operating Cash Flow | $-58M | $-170M | $-173M | |
| CapEx | $155.0K | $140.0K | $615.0K | |
| Investing Cash Flow | $-155.0K | $-140.0K | $281M | |
| Stock Issued | $254.0K | $223.0K | $240.0K | |
| Stock Repurchased | · | $0 | $1.0K | |
| Net Stock Activity | $254.0K | $223.0K | $239.0K | |
| Financing Cash Flow | $216M | $39M | $1M | |
| Net Change in Cash | $157M | $-131M | $109M | |
| Free Cash Flow | $-58M | $-171M | $-174M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Operating Margin | -104.0% | -696.8% | · | |
| Net Margin | -98.2% | -669.4% | · | |
| EBITDA Margin | -104.0% | -696.8% | · | |
| ROA | -25.8% | -94.8% | -64.9% | |
| ROE | -36.9% | -225.5% | -93.7% |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 7.2 | 1.6 | 4.5 | |
| Quick Ratio | 7.0 | 1.3 | 4.0 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.1 | · | |
| Receivables Turnover | 4.3 | 4.7 | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 110.5% | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $53M | $25M | $0 | |
| Net Income TTM | $-52M | $-170M | $-199M | |
| Market Cap | $697M | $53M | $434M | |
| P/E | -8.2 | -0.3 | -2.2 | |
| P/S | 13.0 | 2.1 | · | |
| P/B | 2.9 | 0.8 | 2.4 | |
| P / Tangible Book | 2.9 | 0.8 | 2.4 | |
| P / Cash Flow | -12.0 | -0.3 | -2.5 | |
| P / FCF | -11.9 | -0.3 | -2.5 | |
| Earnings Yield | -12.2% | -322.8% | -45.9% |
Estado de resultados 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14M | $14M | $17M | $13M | $12M | $11M | $14M | $9M | $2M | $0 | $0 | $0 | $0 | |
| R&D Expense | $29M | $31M | $10M | $8M | $10M | $11M | $18M | $58M | $30M | $31M | $62M | $26M | $44M | |
| SG&A Expense | $29M | $25M | $19M | $15M | $17M | $17M | $14M | $13M | $21M | $15M | $15M | $13M | $10M | |
| Operating Expenses | $60M | $57M | $30M | $24M | $27M | $28M | $33M | $72M | $52M | $46M | $77M | $43M | $54M | |
| Operating Income | $-46M | $-43M | $-13M | $-11M | $-15M | $-17M | $-19M | $-62M | $-49M | $-46M | $-77M | $-43M | $-54M | |
| Other Non-op | $1M | $2M | $1M | $553.0K | $400.0K | $633.0K | $786.0K | $2M | $2M | $3M | $3M | $4M | $4M | |
| Income Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income | $-44M | $-41M | $-11M | $-10M | $-15M | $-16M | $-18M | $-61M | $-47M | $-43M | $-74M | $-39M | $-50M | |
| EPS (Basic) | $-0.14 | $-0.13 | $0.02 | $-0.06 | $-0.12 | $-0.14 | $-0.14 | $-0.51 | $-0.40 | $-0.38 | $-0.67 | $-0.36 | $-0.46 | |
| EPS (Diluted) | $-0.14 | $-0.13 | $0.02 | $-0.06 | $-0.12 | $-0.14 | $-0.14 | $-0.51 | $-0.40 | $-0.38 | $-0.67 | $-0.36 | $-0.46 | |
| Shares (Basic) | 320,435,078 | 309,670,101 | -237,856,574 | 170,169,865 | 120,016,132 | 119,883,479 | -235,921,090 | 119,495,284 | 119,362,670 | 115,618,209 | -218,464,349 | 109,754,812 | 109,450,071 | |
| Shares (Diluted) | 320,435,078 | 309,670,101 | -237,856,574 | 170,169,865 | 120,016,132 | 119,883,479 | -235,921,090 | 119,495,284 | 119,362,670 | 115,618,209 | -218,464,349 | 109,754,812 | 109,450,071 | |
| EBITDA | $-46M | $-43M | · | $-11M | $-15M | $-17M | · | $-62M | $-49M | $-46M | · | $-43M | $-54M |
Balance general 21
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $160M | $184M | $227M | $85M | $35M | $48M | $69M | $107M | $148M | $189M | $201M | $182M | $122M | |
| Receivables | $11M | $12M | $14M | $10M | $9M | $9M | $11M | $8M | $3M | · | $0 | · | · | |
| Inventory | · | · | · | $25M | $25M | $25M | · | $27M | $5M | $109.0K | $0 | · | · | |
| Prepaid Expense | $11M | $9M | $7M | $15M | $16M | $19M | $20M | $9M | $17M | $20M | $24M | $5M | $12M | |
| Other Current Assets | · | · | · | · | $2M | · | · | · | · | · | · | · | · | |
| Current Assets | $182M | $205M | $247M | $110M | $59M | $76M | $101M | $151M | $173M | $210M | $225M | $270M | $310M | |
| PP&E (Net) | $2M | $2M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-current Assets | $1M | $1M | $110.0K | $6.0K | $15.0K | $24.0K | $34.0K | $7M | $2M | $2M | $175.0K | $187.0K | $291.0K | |
| Total Assets | $219M | $242M | $277M | $139M | $89M | $104M | $130M | $162M | $177M | $215M | $229M | $275M | $315M | |
| Accounts Payable | $9M | $2M | $14M | $18M | $18M | $9M | $10M | $18M | $7M | $1M | $8M | $9M | $4M | |
| Accrued Liabilities | $20M | $28M | $19M | $25M | $25M | $40M | $50M | $59M | $27M | $34M | $41M | $16M | $27M | |
| Current Liabilities | $31M | $32M | $34M | $44M | $44M | $50M | $62M | $79M | $37M | $36M | $50M | $27M | $33M | |
| Capital Leases | $7M | $7M | $1M | $2M | $2M | $0 | $0 | $219.0K | $0 | $625.0K | $722.0K | $927.0K | $1M | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | $0 | $0 | $0 | $700.0K | $700.0K | · | |
| Total Liabilities | $38M | $39M | $35M | $46M | $46M | $50M | $62M | $79M | $37M | $37M | $52M | $28M | $34M | |
| Common Stock | $29.0K | $28.0K | $28.0K | $22.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $12.0K | $11.0K | $11.0K | $11.0K | |
| Retained Earnings | $-1.04B | $-996M | $-954M | $-943M | $-933M | $-918M | $-902M | $-884M | $-823M | $-776M | $-732M | $-658M | $-619M | |
| AOCI | $-35.0K | $-37.0K | $-41.0K | $-41.0K | $-39.0K | $-13.0K | $-5.0K | $-18.0K | $-12.0K | $-12.0K | $-13.0K | $-2.0K | $-22.0K | |
| Stockholders' Equity | $181M | $203M | $242M | $93M | $43M | $54M | $68M | $83M | $141M | $178M | $177M | $246M | $282M | |
| Liabilities + Equity | $219M | $242M | $277M | $139M | $89M | $104M | $130M | $162M | $177M | $215M | $229M | $275M | $315M | |
| Shares Outstanding | 294,755,090 | 282,803,863 | 281,987,033 | 214,409,450 | 120,142,811 | 119,961,445 | 119,835,162 | 119,604,035 | 119,442,635 | 119,221,230 | 110,160,684 | 109,846,329 | 109,570,333 |
Flujo de Efectivo 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $8M | $5M | $4M | $4M | $5M | |
| Operating Cash Flow | $-43M | $-42M | $-15M | $-8M | $-13M | $-21M | $-38M | $-41M | $-42M | $-50M | $-59M | $-35M | $-37M | |
| CapEx | $510.0K | $726.0K | $0 | $0 | $11.0K | $144.0K | $-5.0K | $5.0K | $0 | $140.0K | $0 | $0 | $-9.0K | |
| Investing Cash Flow | $-510.0K | $-726.0K | $0 | $0 | $-11.0K | $-144.0K | $5.0K | $-5.0K | $0 | $-140.0K | $78M | $95M | $33M | |
| Stock Issued | $120.0K | $135.0K | $76.0K | $56.0K | $78.0K | $44.0K | $32.0K | $27.0K | $75.0K | $89.0K | $44.0K | $57.0K | $56.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | $0 | · | · | $0 | $0 | $1.0K | |
| Net Stock Activity | · | $135.0K | · | · | · | $44.0K | · | · | · | $89.0K | · | · | · | |
| Financing Cash Flow | $19M | $-98.0K | $157M | $58M | $131.0K | $10.0K | $77.0K | $61.0K | $92.0K | $39M | $141.0K | $92.0K | $270.0K | |
| Net Change in Cash | $-24M | $-43M | $142M | $50M | $-13M | $-21M | $-38M | $-41M | $-42M | $-11M | $19M | $60M | $-5M | |
| Free Cash Flow | · | $-42M | · | · | · | $-21M | · | · | · | $-50M | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -320.8% | -313.9% | · | -84.0% | -127.8% | -149.7% | · | -670.0% | -2175.2% | · | · | · | · | |
| Net Margin | -310.8% | -301.2% | · | -79.8% | -124.4% | -144.1% | · | -653.1% | -2086.9% | · | · | · | · | |
| EBITDA Margin | -320.8% | -313.9% | · | -84.0% | -127.8% | -149.7% | · | -670.0% | -2175.2% | · | · | · | · | |
| ROA | -28.8% | -24.0% | · | -7.0% | -11.0% | -10.2% | · | -27.8% | -19.2% | -15.4% | · | -11.3% | -12.6% | |
| ROE | -39.7% | -32.2% | · | -11.9% | -16.0% | -14.0% | · | -36.9% | -22.4% | -17.2% | · | -12.6% | -14.4% |
Liquidez y Solvencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.9 | 6.5 | · | 2.5 | 1.3 | 1.5 | · | 1.9 | 4.7 | 5.8 | · | 10.1 | 9.5 | |
| Quick Ratio | 5.5 | 6.2 | · | 2.1 | 1.0 | 1.1 | · | 1.5 | 4.1 | 5.2 | · | 6.8 | 3.8 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.0 | 0.0 | · | · | · | · | |
| Receivables Turnover | 1.4 | 1.4 | · | 1.5 | 2.0 | 2.6 | · | 2.3 | 1.6 | · | · | · | · |
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 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $53M | $50M | · | $46M | $35M | $23M | · | $12M | $2M | · | · | · | · | |
| Net Income TTM | $-111M | $-83M | · | $-102M | $-139M | $-168M | · | $-191M | $-180M | $-168M | · | $-170M | $-182M | |
| Market Cap | $257M | $368M | · | $236M | $86M | $73M | · | $122M | $131M | $529M | · | $187M | $115M | |
| P/E | -1.9 | -2.9 | · | -1.3 | -0.6 | -0.4 | · | -0.6 | -0.7 | -2.9 | · | -1.1 | -0.6 | |
| P/S | 4.9 | 7.4 | · | 5.2 | 2.5 | 3.2 | · | 10.5 | 58.0 | · | · | · | · | |
| P/B | 1.4 | 1.8 | · | 2.5 | 2.0 | 1.3 | · | 1.5 | 0.9 | 3.0 | · | 0.8 | 0.4 | |
| P / Tangible Book | 1.4 | 1.8 | · | 2.5 | 2.0 | 1.3 | · | 1.5 | 0.9 | 3.0 | · | 0.8 | 0.4 | |
| P / Cash Flow | · | -8.8 | · | · | · | -3.4 | · | · | · | -10.5 | · | · | · | |
| P / FCF | · | -8.7 | · | · | · | -3.4 | · | · | · | -10.5 | · | · | · | |
| Earnings Yield | -51.6% | -34.6% | · | -75.4% | -163.6% | -236.4% | · | -161.8% | -145.4% | -34.2% | · | -91.8% | -159.1% |
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 | |
|---|---|---|---|---|---|
| Ingresos | $53M | $25M | $0 | — | — |
| Margen Operativo % | -104.0% | -696.8% | — | — | — |
| Beneficio neto | $-52M | $-170M | $-199M | $-241M | $-227M |
| EPS Diluido | $-0.30 | $-1.43 | $-1.81 | $-2.23 | $-5.32 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 7.2 | 1.6 | 4.5 | 15.1 | — |
| Ratio Rápido | 7.0 | 1.3 | 4.0 | 3.7 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-58M | $-171M | $-174M | $-222M | — |
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Propietarios institucionales (13F) 140 declarantes · $229.4M 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.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 37 (-2 vs trimestre anterior) | 42 (+28 vs trimestre anterior) | 37 (+1 vs trimestre anterior) | 28 (-3 vs trimestre anterior) | -32.0M |
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 |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | $42 857 157 | 33 094 330 | 18,68% | Acciones |
| BVF INC/IL | $24 571 146 | 28 165 000 | 10,71% | Acciones |
| VANGUARD GROUP INC | $23 568 997 | 9 542 104 | 10,27% | Acciones |
| MAVERICK CAPITAL LTD | $16 550 225 | 18 970 913 | 7,21% | Acciones |
| PERCEPTIVE ADVISORS LLC | $16 131 231 | 18 490 636 | 7,03% | Acciones |
| Mithril II GP LP | $12 365 738 | 11 241 580 | 5,39% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $9 152 954 | 10 496 507 | 3,99% | Acciones |
| M28 Capital Management LP | $8 068 173 | 9 248 250 | 3,52% | Acciones |
| Saturn V Capital Management LP | $7 321 432 | 8 392 288 | 3,19% | Acciones |
| Soleus Capital Management, L.P. | $6 725 093 | 7 708 727 | 2,93% | Acciones |
| Point72 Asset Management, L.P. | $6 579 694 | 7 542 061 | 2,87% | Acciones |
| Siren, L.L.C. | $4 362 000 | 5 000 000 | 1,90% | Acciones |
| Driehaus Capital Management LLC | $4 193 228 | 4 806 543 | 1,83% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 036 453 | 4 625 437 | 1,76% | Acciones |
| ADAR1 Capital Management, LLC | $3 321 599 | 3 807 427 | 1,45% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $3 194 275 | 3 661 480 | 1,39% | Acciones |
| STATE STREET CORP | $3 016 260 | 3 457 428 | 1,31% | Acciones |
| Qube Research & Technologies Ltd | $2 896 576 | 3 320 238 | 1,26% | Acciones |
| Ikarian Capital, LLC | $2 317 592 | 2 656 570 | 1,01% | Acciones |
| Redmile Group, LLC | $2 266 285 | 2 597 759 | 0,99% | Acciones |
| TWO SIGMA ADVISERS, LP | $2 264 002 | 916 600 | 0,99% | Acciones |
| 683 Capital Management, LLC | $2 165 770 | 2 482 543 | 0,94% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 035 723 | 2 333 474 | 0,89% | Acciones |
| Eversept Partners, LP | $1 951 572 | 2 237 015 | 0,85% | Acciones |
| Ensign Peak Advisors, Inc | $1 501 641 | 1 721 276 | 0,65% | Acciones |
| Boxer Capital Management, LLC | $1 308 600 | 1 500 000 | 0,57% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 272 258 | 1 459 012 | 0,55% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 236 262 | 1 417 732 | 0,54% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 051 765 | 1 205 599 | 0,46% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $868 329 | 995 334 | 0,38% | Acciones |
| GOLDMAN SACHS GROUP INC | $792 178 | 908 044 | 0,35% | Acciones |
| DEUTSCHE BANK AG\ | $687 952 | 790 749 | 0,30% | Acciones |
| CITADEL ADVISORS LLC | $680 840 | 780 422 | 0,30% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $675 792 | 774 635 | 0,29% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $409 781 | 469 717 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $397 412 | 455 539 | 0,17% | Acciones |
| CANTOR FITZGERALD, L. P. | $392 680 | 450 115 | 0,17% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $374 126 | 428 847 | 0,16% | Acciones |
| Virtus Investment Advisers, LLC | $370 712 | 424 933 | 0,16% | Acciones |
| Birchview Capital, LP | $298 601 | 342 275 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $281 097 | 323 100 | 0,12% | Opción de venta |
| Nuveen, LLC | $244 563 | 280 333 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $241 599 | 277 700 | 0,11% | Opción de compra |
| Squarepoint Ops LLC | $201 939 | 231 475 | 0,09% | Acciones |
| MML INVESTORS SERVICES, LLC | $178 350 | 204 436 | 0,08% | Acciones |
| Bank of New York Mellon Corp | $159 450 | 182 772 | 0,07% | Acciones |
| WELLS FARGO & COMPANY/MN | $153 783 | 176 276 | 0,07% | Acciones |
| Verdad Advisers, LP | $150 381 | 172 376 | 0,07% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $150 020 | 115 400 | 0,07% | Acciones |
| FMR LLC | $144 476 | 165 607 | 0,06% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $141 320 | 161 989 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $138 363 | 158 600 | 0,06% | Opción de compra |
| RHUMBLINE ADVISERS | $137 416 | 157 594 | 0,06% | Acciones |
| Jain Global LLC | $135 441 | 155 251 | 0,06% | Acciones |
| BANK OF AMERICA CORP /DE/ | $121 737 | 139 607 | 0,05% | Acciones |
| JANE STREET GROUP, LLC | $116 989 | 134 100 | 0,05% | Opción de compra |
| MetLife Investment Management, LLC | $116 727 | 133 800 | 0,05% | Acciones |
| Miller Financial Services LLC | $116 029 | 133 000 | 0,05% | Acciones |
| SIMON QUICK ADVISORS, LLC | $92 959 | 106 555 | 0,04% | Acciones |
| CITIGROUP INC | $87 701 | 100 528 | 0,04% | Acciones |
| Knott David M Jr | $87 240 | 100 000 | 0,04% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $86 542 | 99 200 | 0,04% | Acciones |
| Voleon Capital Management LP | $84 809 | 97 214 | 0,04% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $84 554 | 96 921 | 0,04% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $84 193 | 96 507 | 0,04% | Acciones |
| EMERALD ADVISERS, LLC | $78 462 | 89 938 | 0,03% | Acciones |
| Invesco Ltd. | $73 226 | 83 936 | 0,03% | Acciones |
| a16z Perennial Management, L.P. | $69 678 | 79 869 | 0,03% | Acciones |
| XTX Topco Ltd | $63 276 | 72 531 | 0,03% | Acciones |
| China Universal Asset Management Co., Ltd. | $63 238 | 72 487 | 0,03% | Acciones |
| Vanguard Global Advisers, LLC | $60 398 | 69 264 | 0,03% | Acciones |
| MORGAN STANLEY | $59 171 | 67 826 | 0,03% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $54 158 | 62 079 | 0,02% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $53 042 | 60 800 | 0,02% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51 657 | 59 213 | 0,02% | Acciones |
| Rangeley Capital, LLC | $51 472 | 59 000 | 0,02% | Acciones |
| BARCLAYS PLC | $47 513 | 54 462 | 0,02% | Acciones |
| Nuveen Asset Management, LLC | $47 464 | 107 119 | 0,02% | Acciones |
| Cubist Systematic Strategies, LLC | $46 217 | 42 015 | 0,02% | Acciones |
| Scientech Research LLC | $46 144 | 52 893 | 0,02% | Acciones |
| JANE STREET GROUP, LLC | $37 164 | 42 600 | 0,02% | Opción de venta |
| BNP PARIBAS FINANCIAL MARKETS | $36 709 | 42 078 | 0,02% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $35 425 | 40 606 | 0,02% | Acciones |
| ProShare Advisors LLC | $32 471 | 37 220 | 0,01% | Acciones |
| Point72 Asia (Singapore) Pte. Ltd. | $31 200 | 28 364 | 0,01% | Acciones |
| NORTHERN TRUST CORP | $28 793 | 33 004 | 0,01% | Acciones |
| PRUDENTIAL FINANCIAL INC | $28 658 | 32 850 | 0,01% | Acciones |
| Abel Hall, LLC | $26 846 | 30 772 | 0,01% | Acciones |
| Massar Capital Management, LP | $24 665 | 28 273 | 0,01% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $23 605 | 27 058 | 0,01% | Acciones |
| CITADEL ADVISORS LLC | $23 555 | 27 000 | 0,01% | Opción de venta |
| BlackRock, Inc. | $21 145 | 24 238 | 0,01% | Acciones |
| JPMORGAN CHASE & CO | $20 763 | 22 002 | 0,01% | Acciones |
| Tower Research Capital LLC (TRC) | $20 416 | 23 402 | 0,01% | Acciones |
| OXFORD FINANCIAL GROUP, LTD. LLC | $20 147 | 23 094 | 0,01% | Acciones |
| ArchPoint Investors | $20 065 | 23 000 | 0,01% | Acciones |
| Cetera Investment Advisers | $20 065 | 23 000 | 0,01% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $18 898 | 21 662 | 0,01% | Acciones |
| US BANCORP \DE\ | $17 884 | 20 500 | 0,01% | Acciones |
| Legal & General Group Plc | $17 827 | 20 435 | 0,01% | Acciones |
Informantes de la empresa 31 insiders · 14 directivos · 17 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| David Hering | Chief Executive Officer | 18 de diciembre de 2023 A | 8 000 | 0 | 0 | $0 |
| Tillman U. Gerngross | Chief Executive Officer | 30 de enero de 2022 A | 27 845 995 | 0 | 0 | $0 |
| William E. Duke | Chief Financial Officer | 15 de agosto de 2026 M | 168 937 | 0 | 6 | $-124 882 |
| Jane Henderson | Chief Financial Officer | 30 de enero de 2022 A | — | 0 | 0 | $0 |
| Jeremy Gowler | COO & CCO | 18 de diciembre de 2023 A | — | 0 | 0 | $0 |
| Timothy Edward Lee | Chief Commercial Officer | 15 de agosto de 2026 M | 178 937 | 0 | 6 | $-124 882 |
| Julie Green | Chief Human Resources Officer | 15 de agosto de 2026 M | 168 937 | 0 | 6 | $-124 882 |
| Robert D. Allen III | Chief Scientific Officer | 15 de agosto de 2026 M | 178 765 | 0 | 6 | $-115 517 |
| Jill Andersen | Chief Legal Officer, Secretary | 15 de agosto de 2026 M | 283 774 | 0 | 6 | $-208 126 |
| Stacy Price | Chief Tech. and Manuf. Officer | 18 de diciembre de 2023 A | — | 0 | 0 | $0 |
| Peter Schmidt | Chief Medical Officer | 18 de diciembre de 2023 A | — | 0 | 0 | $0 |
| Rebecca Dabora | Chief Tech and Manuf Officer | 14 de diciembre de 2022 A | — | 0 | 0 | $0 |
| Lynn Connolly | Chief Medical Officer | 30 de enero de 2022 A | — | 0 | 0 | $0 |
| Elham Hershberger | Chief Development Officer | 30 de enero de 2022 A | — | 0 | 0 | $0 |
| Tamsin Berry | Consejero | 19 de mayo de 2026 A | — | 0 | 0 | $0 |
| Ajay Royan | Consejero | 19 de mayo de 2026 A | 11 241 580 | 0 | 0 | $0 |
| Paul Bolno | Consejero | 19 de mayo de 2026 A | — | 0 | 0 | $0 |
| Kevin F Mclaughlin | Consejero | 19 de mayo de 2026 A | 50 000 | 1 | 0 | $125 000 |
| Terrance McGuire | Consejero | 19 de mayo de 2026 A | 3 066 757 | 0 | 0 | $0 |
| Christine Lindenboom | Consejero | 20 de mayo de 2025 A | — | 0 | 0 | $0 |
| Srishti Gupta | Consejero | 21 de mayo de 2024 A | — | 0 | 0 | $0 |
| Sara Cotter | Consejero | 21 de mayo de 2024 A | — | 0 | 0 | $0 |
| Tomas J. Heyman | Consejero | 23 de mayo de 2023 A | — | 0 | 0 | $0 |
| Clive Meanwell | Consejero | 23 de mayo de 2023 A | — | 0 | 0 | $0 |
| Michael S Wyzga | Consejero | 23 de mayo de 2023 A | — | 0 | 0 | $0 |
| Redonda Miller | Consejero | 22 de junio de 2022 A | — | 0 | 0 | $0 |
| Howard Mayer | Consejero | 22 de junio de 2022 A | — | 0 | 0 | $0 |
| Ellen R Marram | Consejero | 19 de noviembre de 2021 A | — | 0 | 0 | $0 |
| Rene Russo | Consejero | 5 de agosto de 2021 A | — | 0 | 0 | $0 |
| Adimab, LLC | Propietario del 10% | 19 de enero de 2024 S | 21 687 906 | 0 | 0 | $0 |
| Michael Mina | — | 31 de julio de 2026 A | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 5 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 |
|---|---|---|---|---|---|
| Adimab, LLC ×6 presentaciones | 29 de diciembre de 2025 | 7,30% | Enmienda | — | SEC |
| Mithril II LP, Mithril II GP LP, Mithril II UGP LLC, Ajay Royan, Peter Thiel ×6 presentaciones | 12 de noviembre de 2025 | 4,80% | Enmienda | — | SEC |
| Polaris Venture Partners V, L.P., Polaris Venture Partners Entrepreneurs' Fund V, L.P., Polaris Venture Partners Founders' Fund V, L.P., Polaris Venture Partners Special Founders' Fund V, L.P., Polaris Venture Management Co. V, L.L.C., Polaris Partners IX, L.P., Polaris Partners GP IX, L.L.C., Polaris Healthcare Technology Opportunities Fund, L.P., Polaris Healthcare Technology Opportunities Fund GP, L.L.C., Terrance McGuire, Jonathan Flint ×6 presentaciones | 7 de noviembre de 2025 | 3,00% | Enmienda | — | SEC |
| M28 Capital Management LP, Marc Elia ×5 presentaciones | 26 de agosto de 2025 | 4,60% | Enmienda | — | SEC |
| Population Health Equity Partners III, L.P., Population Health Equity Partners III GP, LLC, Population Health Equity Partners VII, L.P., Population Health Equity Partners VII GP, LLC, Clive Meanwell, Christopher Cox ×3 presentaciones | 24 de junio de 2022 | — | 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 14 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 |
|---|---|---|---|---|
| BBC · ETFis Series Trust I | 0,45% | 118 970 NS | 30 de abril de 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,09% | 329 668 NS | 30 de abril de 2026 | N-PORT |
| IWC · iShares Trust | 0,03% | 706 398 SH | 8 de agosto de 2026 | Diario |
| BIB · ProShares Trust | 0,02% | 10 244 NS | 31 de mayo de 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,01% | 15 871 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1 216 850 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 182 982 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,01% | 2 005 803 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 352 912 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,00% | 5 264 148 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 589 970 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 2 434 423 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 7 785 522 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 17 900 SH | 8 de agosto de 2026 | Diario |