MLYS Mineralys Therapeutics, Inc. - Common Stock
$27,33
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 11, 2026
Rango 52S
$14–$48
39% of range
Calificación del Analista
BUY
16 analysts
Precio Objetivo
$48
+77% upside
P/E (TTM)
-12.1
ROE
-32.2%
Margen de Beneficio Neto
—
MLYS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$27.33
Capitalización Bursátil
$2.25B
P/E (TTM)
-12.1
BPA (TTM)
$-2.29
Ingresos (TTM)
—
Rendimiento div.
—
ROE
-32.2%
Deuda/Capital
—
Rango 52S
$14 – $48
MLYS 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
—
BPA
$-2.29
2022-12-31
→
2025-12-31
Flujo de caja libre
$-142M
2024-12-31
→
2025-12-31
Márgenes
—
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
MLYS
Mediana de Pares
P/E (TTM)
-12.1
55.4
P/B (P/C)
3.5
7.1
Price / FCF (Precio / FCF)
-15.8
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
MLYS
Mediana de Pares
ROA
-35.6%
-32.7%
ROE
-32.2%
-37.9%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
MLYS
Mediana de Pares
Current Ratio (Ratio corriente)
43.8
7.4
Quick Ratio (Ratio Rápido)
11.4
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
MLYS
Mediana de Pares
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
MLYS
Mediana de Pares
MLYS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
16 analistas
- Compra fuerte 5 31,2%
- Compra 9 56,2%
- Mantener 2 12,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
8 analistas · 2026-08-15
Mediana
$52.00
Media
$48.50
← Por Debajo de Todos los Objetivos
$27.33
Mín
$30.00
Máx
$56.00
Objetivo mediano
$52.00
+90,3%
Objetivo medio
$48.50
+77,5%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.29%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $-2.85 | $-0.55 | -2.3% |
| 31 de marzo de 2026 | $-0.47 | $-0.47 | 0.00% |
| 31 de diciembre de 2025 | $-0.40 | $-0.54 | 0.14% |
| 30 de septiembre de 2025 | $-0.52 | $-0.63 | 0.11% |
| 30 de junio de 2025 | $-0.66 | $-0.73 | 0.07% |
| 31 de marzo de 2025 | $-0.79 | $-1.00 | 0.21% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| MLYS | $2.96B | -15.8 | — | — | -32.2% | — |
| KOD | $1.73B | -6.5 | — | — | -202.0% | — |
| BCRX | $1.66B | 6.4 | 94.1% | 30.2% | -97.6% | — |
| PGEN | $1.48B | -3.1 | 146.7% | -2588.2% | 3159.1% | — |
| CDNA | $959M | -47.1 | 13.8% | -5.6% | -6.8% | — |
| COAG | — | — | — | — | — | — |
| KLRA | — | — | — | — | — | — |
| VERA | — | -10.9 | — | — | -55.9% | — |
| VCEL | $1.82B | 112.5 | 16.4% | 6.0% | 5.0% | 74.4% |
| ADMA | $4.34B | 30.4 | 19.6% | 28.8% | 33.6% | 57.4% |
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 |
|---|---|---|---|---|---|
| R&D Expense | $132M | $169M | $70M | $26M | |
| SG&A Expense | $39M | $24M | $14M | $5M | |
| Operating Expenses | $171M | $192M | $85M | $31M | |
| Operating Income | $-171M | $-192M | $-85M | $-31M | |
| Other Non-op | $0 | $5.0K | $3.0K | $2M | |
| Income Tax | $0 | · | · | · | |
| Net Income | $-155M | $-178M | $-72M | $-30M | |
| EPS (Basic) | $-2.29 | $-3.66 | $-1.99 | $-5.77 | |
| EPS (Diluted) | $-2.29 | $-3.66 | $-1.99 | $-5.77 | |
| Shares (Basic) | 67,656,355 | 48,539,795 | 36,188,254 | 5,167,296 | |
| Shares (Diluted) | 67,656,355 | 48,539,795 | 36,188,254 | 5,167,296 | |
| EBITDA | $-171M | $-192M | $-85M | · |
Balance general 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $173M | $114M | $49M | $88M | |
| Prepaid Expense | $5M | $7M | $13M | $3M | |
| Current Assets | $661M | $205M | $249M | $113M | |
| PP&E (Net) | $38.0K | $53.0K | $0 | · | |
| Other Non-current Assets | $382.0K | $499.0K | $51.0K | $2M | |
| Total Assets | $662M | $206M | $252M | $114M | |
| Accounts Payable | $2M | $479.0K | $601.0K | $2M | |
| Accrued Liabilities | $13M | $14M | $10M | $6M | |
| Current Liabilities | $15M | $15M | $10M | $8M | |
| Total Liabilities | $15M | · | · | · | |
| Common Stock | $8.0K | $5.0K | $4.0K | $1.0K | |
| Paid-in Capital | $1.10B | $494M | $366M | $540.0K | |
| Retained Earnings | $-457M | $-303M | $-125M | $-53M | |
| Stockholders' Equity | $647M | $191M | $241M | $-52M | |
| Liabilities + Equity | $662M | $206M | $252M | $114M | |
| Shares Outstanding | 81,536,557 | 49,821,915 | 41,133,916 | 6,419,238 |
Flujo de Efectivo 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $59.0K | $43.0K | $0 | · | |
| Stock-based Comp | $19M | $11M | $5M | $455.0K | |
| Deferred Tax | $0 | $0 | $0 | $0 | |
| Other Non-cash | $-7M | $117.0K | · | · | |
| Operating Cash Flow | $-142M | $-166M | $-81M | $-29M | |
| CapEx | $15.0K | $96.0K | $0 | · | |
| Investing Cash Flow | $-390M | $115M | $-160M | $-22M | |
| Financing Cash Flow | $591M | $116M | $203M | $128M | |
| Net Change in Cash | $59M | $65M | $-38M | $77M | |
| Free Cash Flow | $-142M | $-166M | · | · |
Rentabilidad 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| ROA | -35.6% | -77.7% | -39.3% | · | |
| ROE | -32.2% | -83.0% | -28.5% | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Current Ratio | 43.8 | 14.0 | 23.8 | · | |
| Quick Ratio | 11.4 | 7.8 | 4.7 | · |
Valoración (TTM) 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Net Income TTM | $-155M | $-178M | $-72M | $-30M | |
| Market Cap | $2.96B | $613M | $354M | · | |
| P/E | -15.8 | -3.4 | -4.3 | · | |
| P/B | 4.6 | 3.2 | 1.5 | · | |
| P / Tangible Book | 4.6 | 3.2 | 1.5 | · | |
| P / Cash Flow | -20.8 | -3.7 | -4.4 | · | |
| P / FCF | -20.8 | -3.7 | · | · | |
| Earnings Yield | -6.3% | -29.7% | -23.1% | · |
Estado de resultados 12
| 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R&D Expense | $221M | $24M | $24M | $31M | $38M | $38M | $45M | $54M | $39M | $31M | $24M | $22M | $12M | $12M | $8M | |
| SG&A Expense | $25M | $21M | $14M | $10M | $8M | $7M | $7M | $6M | $6M | $5M | $4M | $4M | $4M | $3M | $2M | |
| Operating Expenses | $246M | $45M | $38M | $41M | $47M | $44M | $52M | $60M | $45M | $35M | $28M | $26M | $16M | $15M | $10M | |
| Operating Income | $-246M | $-45M | $-38M | $-41M | $-47M | $-44M | $-52M | $-60M | $-45M | $-35M | $-28M | $-26M | $-16M | $-15M | $-10M | |
| Other Non-op | $13.0K | $5.0K | $1.0K | $4.0K | $-2.0K | $-3.0K | $12.0K | $-10.0K | $2.0K | $1.0K | $-6M | $0 | $4M | $2M | $935.0K | |
| Income Tax | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income | $-241M | $-39M | $-32M | $-37M | $-43M | $-42M | $-49M | $-56M | $-41M | $-32M | $-24M | $-23M | $-12M | $-13M | $-9M | |
| EPS (Basic) | $-2.85 | $-0.47 | $-0.32 | $-0.52 | $-0.66 | $-0.79 | $-1.00 | $-1.13 | $-0.83 | $-0.70 | $-0.60 | $-0.57 | $-0.31 | $-0.51 | $-1.74 | |
| EPS (Diluted) | $-2.85 | $-0.47 | $-0.32 | $-0.52 | $-0.66 | $-0.79 | $-1.00 | $-1.13 | $-0.83 | $-0.70 | $-0.60 | $-0.57 | $-0.31 | $-0.51 | $-1.74 | |
| Shares (Basic) | 84,727,282 | 82,834,752 | -121,552,997 | 70,594,504 | 65,451,297 | 53,163,551 | -95,532,433 | 49,815,186 | 49,356,287 | 44,900,755 | -68,261,944 | 39,930,748 | 39,754,981 | 24,764,469 | -10,290,323 | |
| Shares (Diluted) | 84,727,282 | 82,834,752 | -121,552,997 | 70,594,504 | 65,451,297 | 53,163,551 | -95,532,433 | 49,815,186 | 49,356,287 | 44,900,755 | -68,261,944 | 39,930,748 | 39,754,981 | 24,764,469 | -10,290,323 | |
| EBITDA | $-246M | $-45M | · | $-41M | $-47M | $-44M | · | $-60M | $-45M | $-35M | · | $-26M | $-16M | $-15M | · |
Balance general 17
| 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $138M | $113M | $173M | $218M | $102M | $165M | $114M | $97M | $68M | $90M | $49M | $86M | $101M | $138M | $88M | |
| Prepaid Expense | $4M | $6M | $5M | $6M | $10M | $11M | $7M | $4M | $7M | $8M | $13M | $12M | $8M | $5M | $3M | |
| Current Assets | $666M | $652M | $661M | $600M | $335M | $355M | $205M | $268M | $318M | $347M | $249M | $265M | $269M | $275M | $113M | |
| PP&E (Net) | $27.0K | $32.0K | $38.0K | $7.0K | $22.0K | $38.0K | $53.0K | $69.0K | $42.0K | $51.0K | $0 | · | · | · | · | |
| Other Non-current Assets | $2M | $360.0K | $382.0K | $144.0K | $433.0K | $397.0K | $499.0K | $452.0K | $449.0K | $379.0K | $51.0K | $51.0K | $51.0K | $39.0K | $2M | |
| Total Assets | $668M | $653M | $662M | $600M | $336M | $355M | $206M | $268M | $318M | $347M | $252M | $278M | $291M | $306M | $114M | |
| Accounts Payable | $1M | $1M | $2M | $1M | $3M | $373.0K | $479.0K | $3M | $2M | $4M | $601.0K | $6M | $2M | $2M | $2M | |
| Accrued Liabilities | $18M | $14M | $13M | $22M | $19M | $13M | $14M | $28M | $27M | $15M | $10M | $8M | $4M | $8M | $6M | |
| Current Liabilities | $19M | $15M | $15M | $24M | $22M | $13M | $15M | $31M | $28M | $19M | $10M | $14M | $6M | $11M | $8M | |
| Total Liabilities | $117M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | $100.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $9.0K | $8.0K | $8.0K | $8.0K | $6.0K | $6.0K | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $1.0K | |
| Paid-in Capital | $1.29B | $1.13B | $1.10B | $1.00B | $702M | $686M | $494M | $490M | $487M | $484M | $366M | $364M | $363M | $361M | $540.0K | |
| Retained Earnings | $-738M | $-497M | $-457M | $-425M | $-388M | $-345M | $-303M | $-254M | $-197M | $-156M | $-125M | $-100M | $-78M | $-65M | $-53M | |
| Stockholders' Equity | $551M | $638M | $647M | $576M | $314M | $342M | $191M | $237M | $290M | $328M | $241M | $264M | $285M | $296M | $-52M | |
| Liabilities + Equity | $668M | $653M | $662M | $600M | $336M | $355M | $206M | $268M | $318M | $347M | $252M | $278M | $291M | $306M | $114M | |
| Shares Outstanding | 88,351,196 | 82,454,950 | 81,536,557 | 78,969,459 | 65,725,409 | 64,876,228 | 49,821,915 | 49,755,946 | 49,710,598 | 49,632,989 | 41,133,916 | 41,105,118 | 40,856,653 | 40,856,653 | 6,419,238 |
Flujo de Efectivo 11
| 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5.0K | $6.0K | $13.0K | $15.0K | $16.0K | $15.0K | $15.0K | $11.0K | $9.0K | $8.0K | $0 | $0 | $0 | $0 | · | |
| Stock-based Comp | $7M | $7M | $5M | $6M | $5M | $4M | $3M | $3M | $3M | $2M | $1M | $2M | $1M | $749.0K | $218.0K | |
| Other Non-cash | · | $-7M | · | · | · | $-7M | · | · | · | $10M | · | · | · | · | · | |
| Operating Cash Flow | $-33M | $-39M | $-38M | $-29M | $-30M | $-45M | $-67M | $-50M | $-30M | $-19M | $-29M | $-19M | $-20M | $-13M | $-10M | |
| CapEx | · | · | $15.0K | $0 | $0 | $0 | $0 | $37.0K | $0 | $59.0K | $0 | $0 | $0 | $0 | · | |
| Investing Cash Flow | $-185M | $-45M | $-103M | $-151M | $-43M | $-93M | $84M | $80M | $8M | $-56M | $-8M | $4M | $-16M | $-140M | $50M | |
| Stock Issued | · | · | · | · | · | $189M | · | · | · | $0 | · | $0 | $-581.0K | $204M | · | |
| Net Stock Activity | · | · | · | · | · | $189M | · | · | · | · | · | · | · | $204M | · | |
| Financing Cash Flow | $243M | $24M | $97M | $295M | $10M | $189M | $90.0K | $-1.0K | $-152.0K | $116M | $74.0K | $184.0K | $-581.0K | $204M | $-1M | |
| Net Change in Cash | $25M | $-60M | $-45M | $116M | $-63M | $51M | $17M | $29M | $-23M | $41M | $-37M | $-15M | $-37M | $51M | $39M | |
| Free Cash Flow | · | · | · | · | · | $-45M | · | · | · | $-19M | · | · | · | · | · |
Rentabilidad 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | -48.0% | -7.8% | · | -8.5% | -13.2% | -12.0% | · | -20.6% | -13.5% | -9.6% | · | -16.4% | -8.3% | -8.2% | · | |
| ROE | -55.8% | -8.0% | · | -9.1% | -14.3% | -12.6% | · | -22.5% | -14.3% | -10.1% | · | -17.2% | -8.5% | -8.5% | · |
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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 34.5 | 44.3 | · | 25.5 | 15.1 | 26.5 | · | 8.5 | 11.2 | 18.1 | · | 19.6 | 43.4 | 26.1 | · | |
| Quick Ratio | 7.2 | 7.7 | · | 9.3 | 4.6 | 12.3 | · | 3.1 | 2.4 | 4.7 | · | 6.4 | 16.3 | 13.1 | · |
Valoración (TTM) 8
| 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 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-361M | $-162M | · | $-179M | $-183M | $-171M | · | $-152M | $-107M | $-79M | · | $-54M | $-38M | $-33M | · | |
| Market Cap | $2.38B | $2.23B | · | $2.99B | $889M | $1.03B | · | $603M | $582M | $641M | · | $391M | $697M | $640M | · | |
| P/E | -6.0 | -11.1 | · | -12.2 | -4.0 | -4.6 | · | -3.7 | -4.9 | -6.2 | · | -3.5 | -5.1 | -3.4 | · | |
| P/B | 4.3 | 3.5 | · | 5.2 | 2.8 | 3.0 | · | 2.5 | 2.0 | 2.0 | · | 1.5 | 2.4 | 2.2 | · | |
| P / Tangible Book | 4.3 | 3.5 | · | 5.2 | 2.8 | 3.0 | · | 2.5 | 2.0 | 2.0 | · | 1.5 | 2.4 | 2.2 | · | |
| P / Cash Flow | · | -56.6 | · | · | · | -22.6 | · | · | · | -33.5 | · | · | · | -50.1 | · | |
| P / FCF | · | · | · | · | · | -22.6 | · | · | · | -33.4 | · | · | · | · | · | |
| Earnings Yield | -16.7% | -9.0% | · | -8.2% | -25.2% | -21.7% | · | -26.7% | -20.6% | -16.2% | · | -28.2% | -19.8% | -29.0% | · |
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 | |
|---|---|---|---|---|
| Beneficio neto | $-155M | $-178M | $-72M | $-30M |
| EPS Diluido | $-2.29 | $-3.66 | $-1.99 | $-5.77 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| Ratio corriente | 43.8 | 14.0 | 23.8 | — |
| Ratio Rápido | 11.4 | 7.8 | 4.7 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| Flujo de caja libre | $-142M | $-166M | — | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 250 declarantes · $2.4B 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 |
|---|---|---|---|---|
| 46 (+15 vs trimestre anterior) | 21 (-15 vs trimestre anterior) | 79 (-19 vs trimestre anterior) | 66 (+13 vs trimestre anterior) | +6.7M |
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 |
|---|---|---|---|---|
| Catalys Pacific, LLC | $213 245 549 | 7 903 838 | 9,02% | Acciones |
| RA CAPITAL MANAGEMENT, L.P. | $207 550 395 | 7 692 750 | 8,78% | Acciones |
| SAMSARA BIOCAPITAL, LLC | $158 400 066 | 5 871 018 | 6,70% | Acciones |
| STATE STREET CORP | $111 741 339 | 4 141 636 | 4,73% | Acciones |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $106 786 840 | 3 958 000 | 4,52% | Acciones |
| FMR LLC | $101 995 543 | 3 780 413 | 4,31% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $74 377 655 | 2 756 770 | 3,15% | Acciones |
| Laurion Capital Management LP | $67 615 981 | 2 506 152 | 2,86% | Acciones |
| ORBIMED ADVISORS LLC | $56 935 894 | 2 110 300 | 2,41% | Acciones |
| Capital World Investors | $53 895 437 | 1 997 607 | 2,28% | Acciones |
| ARMISTICE CAPITAL, LLC | $46 837 280 | 1 736 000 | 1,98% | Acciones |
| Troluce Capital Advisors LLC | $46 641 756 | 1 728 753 | 1,97% | Acciones |
| ANDERA PARTNERS | $42 949 921 | 1 591 917 | 1,82% | Acciones |
| SR One Capital Management, LP | $42 195 803 | 1 563 966 | 1,78% | Acciones |
| SPHERA FUNDS MANAGEMENT LTD. | $39 659 818 | 1 469 971 | 1,68% | Acciones |
| Pictet Asset Management Holding SA | $38 598 910 | 1 430 649 | 1,63% | Acciones |
| Polar Capital Holdings Plc | $38 334 641 | 1 420 854 | 1,62% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $36 657 036 | 1 358 375 | 1,55% | Acciones |
| BANK OF AMERICA CORP /DE/ | $36 365 479 | 1 347 868 | 1,54% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $32 963 031 | 1 221 758 | 1,39% | Acciones |
| GOLDMAN SACHS GROUP INC | $30 925 016 | 1 146 220 | 1,31% | Acciones |
| Ghisallo Capital Management LLC | $30 352 500 | 1 125 000 | 1,28% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $28 919 686 | 1 067 541 | 1,22% | Acciones |
| Logos Global Management LP | $28 329 000 | 1 050 000 | 1,20% | Acciones |
| ARMISTICE CAPITAL, LLC | $28 059 200 | 1 040 000 | 1,19% | Opción de compra |
| AMERICAN CENTURY COMPANIES INC | $27 972 049 | 1 036 767 | 1,18% | Acciones |
| Davern Capital Partners, LP | $23 169 156 | 858 753 | 0,98% | Acciones |
| Candriam S.C.A. | $23 100 611 | 857 037 | 0,98% | Acciones |
| Caption Management, LLC | $22 976 168 | 851 600 | 0,97% | Opción de venta |
| Nantahala Capital Management, LLC | $22 136 577 | 820 481 | 0,94% | Acciones |
| Affinity Asset Advisors, LLC | $20 235 000 | 750 000 | 0,86% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20 171 786 | 747 657 | 0,85% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $19 921 223 | 738 370 | 0,84% | Acciones |
| Aberdeen Group plc | $18 595 560 | 689 235 | 0,79% | Acciones |
| ALGERT GLOBAL LLC | $17 510 748 | 649 027 | 0,74% | Acciones |
| Catalio Capital Management, LP | $17 502 520 | 648 722 | 0,74% | Acciones |
| Pale Fire Capital SE | $16 573 382 | 614 284 | 0,70% | Acciones |
| STEMPOINT CAPITAL LP | $16 260 468 | 602 686 | 0,69% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14 062 408 | 521 216 | 0,59% | Acciones |
| VANGUARD GROUP INC | $13 436 227 | 370 246 | 0,57% | Acciones |
| Rock Springs Capital Management LP | $13 083 978 | 484 951 | 0,55% | Acciones |
| TWO SIGMA ADVISERS, LP | $12 835 773 | 353 700 | 0,54% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $12 468 106 | 462 124 | 0,53% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $12 162 476 | 450 796 | 0,51% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $12 150 983 | 450 370 | 0,51% | Acciones |
| Integral Health Asset Management, LLC | $12 141 000 | 450 000 | 0,51% | Acciones |
| Prosight Management, LP | $12 135 469 | 449 795 | 0,51% | Acciones |
| Rhenman & Partners Asset Management AB | $11 233 690 | 416 371 | 0,48% | Acciones |
| Caption Management, LLC | $11 145 087 | 413 087 | 0,47% | Acciones |
| JENNISON ASSOCIATES LLC | $10 326 514 | 382 747 | 0,44% | Acciones |
| Parkman Healthcare Partners LLC | $10 261 951 | 380 354 | 0,43% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $10 206 534 | 378 300 | 0,43% | Acciones |
| CenterBook Partners LP | $9 864 697 | 365 630 | 0,42% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9 593 279 | 355 570 | 0,41% | Acciones |
| Iron Triangle Partners LP | $9 329 615 | 257 085 | 0,39% | Acciones |
| TimesSquare Capital Management, LLC | $9 178 038 | 338 798 | 0,39% | Acciones |
| MORGAN STANLEY | $8 465 685 | 313 776 | 0,36% | Acciones |
| Eversept Partners, LP | $8 355 409 | 309 689 | 0,35% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8 251 407 | 306 972 | 0,35% | Acciones |
| ADAR1 Capital Management, LLC | $8 063 944 | 298 886 | 0,34% | Acciones |
| Longaeva Partners L.P. | $7 584 186 | 281 104 | 0,32% | Acciones |
| Qube Research & Technologies Ltd | $6 738 956 | 249 776 | 0,28% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 818 628 | 178 600 | 0,20% | Opción de venta |
| MONTANOVA CAPITAL, LLC | $4 691 444 | 173 886 | 0,20% | Acciones |
| Trexquant Investment LP | $4 578 911 | 169 715 | 0,19% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 372 972 | 162 082 | 0,18% | Acciones |
| Brevan Howard Capital Management LP | $4 147 420 | 153 722 | 0,18% | Acciones |
| Burkehill Global Management, LP | $4 047 000 | 150 000 | 0,17% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $3 976 906 | 147 402 | 0,17% | Acciones |
| Caption Management, LLC | $3 879 724 | 143 800 | 0,16% | Opción de compra |
| Artia Global Partners LP | $3 717 844 | 137 800 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 609 924 | 133 800 | 0,15% | Opción de compra |
| Ensign Peak Advisors, Inc | $3 193 946 | 118 382 | 0,14% | Acciones |
| 22NW, LP | $3 071 403 | 113 840 | 0,13% | Acciones |
| BlackRock, Inc. | $3 036 896 | 112 561 | 0,13% | Acciones |
| Swiss National Bank | $3 010 968 | 111 600 | 0,13% | Acciones |
| Ishara Investments LP | $2 765 450 | 102 500 | 0,12% | Acciones |
| MARK ASSET MANAGEMENT LP | $2 732 777 | 101 289 | 0,12% | Acciones |
| ExodusPoint Capital Management, LP | $2 726 383 | 101 052 | 0,12% | Acciones |
| CITIGROUP INC | $2 590 620 | 96 020 | 0,11% | Acciones |
| Schonfeld Strategic Advisors LLC | $2 569 628 | 95 242 | 0,11% | Acciones |
| ALPS ADVISORS INC | $2 400 572 | 88 976 | 0,10% | Acciones |
| CITADEL ADVISORS LLC | $2 349 553 | 87 085 | 0,10% | Acciones |
| Squarepoint Ops LLC | $2 329 102 | 86 327 | 0,10% | Acciones |
| HighVista Strategies LLC | $2 322 573 | 86 085 | 0,10% | Acciones |
| BlueCrest Capital Management Ltd | $2 297 536 | 85 157 | 0,10% | Acciones |
| KVP Capital Advisors, LP | $2 270 853 | 84 168 | 0,10% | Acciones |
| Rafferty Asset Management, LLC | $2 109 458 | 78 186 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $2 045 084 | 75 800 | 0,09% | Opción de compra |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 976 690 | 73 265 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $1 912 882 | 70 900 | 0,08% | Opción de compra |
| RHUMBLINE ADVISERS | $1 894 120 | 70 205 | 0,08% | Acciones |
| JANE STREET GROUP, LLC | $1 702 438 | 63 100 | 0,07% | Opción de venta |
| PFM Health Sciences, LP | $1 684 038 | 62 418 | 0,07% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 659 696 | 61 266 | 0,07% | Acciones |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1 598 349 | 59 242 | 0,07% | Acciones |
| D. E. Shaw & Co., Inc. | $1 554 075 | 57 601 | 0,07% | Acciones |
| DIADEMA PARTNERS LP | $1 520 242 | 56 347 | 0,06% | Acciones |
| CITADEL ADVISORS LLC | $1 419 148 | 52 600 | 0,06% | Opción de venta |
| CANADA PENSION PLAN INVESTMENT BOARD | $1 386 772 | 51 400 | 0,06% | Acciones |
Informantes de la empresa 6 insiders · 2 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jon Congleton | Chief Executive Officer | 13 de julio de 2026 S | 603 621 | 0 | 3 | $-2 251 928 |
| Eric Warren | Chief Commercial Officer | 21 de julio de 2026 M | 38 400 | 0 | 2 | $-2 896 671 |
| Daphne Karydas | Consejero | 17 de junio de 2026 M | 6 200 | 0 | 1 | $-75 000 |
| HBM Healthcare Investments (Cayman) Ltd. | Propietario del 10% | 14 de febrero de 2023 C | 3 218 106 | 0 | 0 | $0 |
| James J. Ferguson III | — | 10 de agosto de 2026 A | 102 400 | 0 | 0 | $0 |
| David Malcom Rodman | — | 10 de agosto de 2026 M | 51 384 | 0 | 9 | $-1 248 532 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 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 |
|---|---|---|---|---|---|
| RA Capital Management, L.P., Peter Kolchinsky, Rajeev Shah, RA Capital Healthcare Fund, L.P. ×4 presentaciones | 8 de septiembre de 2025 | 9,90% | Enmienda | — | SEC |
| Samsara BioCapital, L.P., Samsara BioCapital GP, LLC, Samsara Opportunity Fund, L.P., Samsara Opportunity Fund GP, LLC, Srinivas Akkaraju ×4 presentaciones | 8 de septiembre de 2025 | 8,20% | Enmienda | — | 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 41 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 | 1,59% | 81 578 NS | 31 de mayo de 2026 | N-PORT |
| BBC · ETFis Series Trust I | 0,53% | 7 478 NS | 30 de abril de 2026 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0,52% | 101 556 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,16% | 1 539 NS | 30 de abril de 2026 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0,15% | 4 490 SH | 8 de agosto de 2026 | Diario |
| IBB · iShares Trust | 0,13% | 445 700 SH | 8 de agosto de 2026 | Diario |
| BIB · ProShares Trust | 0,13% | 2 925 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,10% | 521 091 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,09% | 61 529 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 19 142 NS | 30 de abril de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,07% | 33 115 NS | 30 de abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,06% | 92 257 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,06% | 1 696 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,05% | 330 253 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,05% | 1 464 927 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 51 632 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,05% | 17 151 SH | 8 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,04% | 29 046 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,04% | 20 663 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 2 245 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 267 668 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 2 439 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,02% | 1 757 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 728 233 SH | 8 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,02% | 167 502 SH | 8 de agosto de 2026 | Diario |
| FHLC · FIDELITY COVINGTON TRUST | 0,02% | 20 978 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 1 777 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2 737 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 49 031 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 918 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 7 921 SH | 8 de agosto de 2026 | Diario |
| HDG · ProShares Trust | 0,01% | 45 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 22 197 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 92 521 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 35 158 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1 540 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 11 075 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 466 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 968 124 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 746 SH | 8 de agosto de 2026 | Diario |
| FTLS · First Trust Exchange-Traded Fund III | -0,03% | -28 739 NS | 30 de abril de 2026 | N-PORT |