NAMSW NewAmsterdam Pharma Company N.V. - Warrant
NASDAQ · Ver en SEC EDGAR ↗ cerrar Oct 1, 2026 10-K/10-Q Feb 18, 2026
$12,65
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$11,37mínimo 52 semanas
$30,45máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.45B
P/E (TTM)
-7.4
BPA (TTM)
$-1.72
Ingresos (TTM)
$23M
tus insignias
Rango 52S
$11–$30
Calificación del Analista
·
Precio Objetivo
·
P/E
-7.4
ROE
-28.3%
Margen de Beneficio Neto
-905.7%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
NAMSW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$12.65
Capitalización Bursátil (MRQ)
$1.45B
P/E (TTM)
-7.4
BPA (TTM)
$-1.72
Ingresos (TTM)
$23M
ROE (TTM)
-28.3%
Rango 52S
$11–$30
NAMSW Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$23M2022-12-31 → 2025-12-31
BPA$-1.722020-12-31 → 2025-12-31
Flujo de caja libre$-148M2022-12-31 → 2025-12-31
Margen neto-905.7%2023-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | NAMSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -7.4promedio 5A ≈-5.3 | ≈-5.3 | · | · | |
| P/S (TTM) | 64.3promedio 5A ≈56.3 | ≈56.3 | · | · | |
| P/C (MRQ) | 2.1promedio 5A ≈2.3 | ≈2.3 | · | · | |
| Precio / FCF (TTM) | -9.8promedio 5A ≈-9.8 | ≈-9.8 | · | · | |
| Precio / Flujo de Caja (TTM) | -9.8promedio 5A ≈-9.8 | ≈-9.8 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 2.1promedio 5A ≈2.3 | ≈2.3 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | NAMSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | -1002.9%promedio 5A ≈-896.1% | ≈-896.1% | · | · | |
| Margen EBITDA (TTM) | -1001.9%promedio 5A ≈-895.6% | ≈-895.6% | · | · | |
| Margen antes de impuestos (TTM) | -905.7%promedio 5A ≈-897.2% | ≈-897.2% | · | · | |
| Margen de Beneficio Neto (TTM) | -905.7%promedio 5A ≈-897.2% | ≈-897.2% | · | · | |
| ROA (TTM) | -24.9%promedio 5A ≈-33.5% | ≈-33.5% | · | · | |
| ROE (TTM) | -28.3%promedio 5A ≈-42.4% | ≈-42.4% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | NAMSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 7.9promedio 5A ≈8.9 | ≈8.9 | · | · | |
| Quick Ratio (Ratio Rápido) | 7.4promedio 5A ≈8.6 | ≈8.6 | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | NAMSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | -50.6%promedio 5A ≈28.8% | ≈28.8% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -39.7% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | NAMSW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.0promedio 5A ≈0.0 | ≈0.0 | · | · | |
| Revenue / Employee (Ingresos / Empleado) | ≈$225.0K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue | $23M | $46M | $14M | $103M | |
| R&D Expense | $142M | $151M | $159M | $87M | |
| SG&A Expense | $106M | $70M | $38M | $20M | |
| Operating Expenses | $248M | $222M | $197M | $106M | |
| Operating Income | $-226M | $-176M | $-183M | $-4M | |
| Interest Expense | · | · | · | $287.0K | |
| Interest Income | $28M | $17M | $11M | $11.0K | |
| Pretax Income | $-204M | $-242M | $-177M | $-23M | |
| Income Tax | · | $-1.0K | $27.0K | · | |
| Net Income | $-204M | $-242M | $-177M | $-23M | |
| EPS (Basic) | $-1.72 | $-2.56 | $-2.15 | $-1.19 | |
| EPS (Diluted) | $-1.72 | $-2.56 | $-2.15 | $-1.19 | |
| Shares (Basic) | 118,424,231 | 94,358,067 | 82,161,956 | 18,966,235 | |
| Shares (Diluted) | 118,424,231 | 94,358,067 | 82,161,956 | 18,966,235 | |
| EBITDA | $-225M | $-176M | $-183M | $-67M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $490M | $772M | $340M | $439M | |
| Short-term Investments | $146M | $62M | · | · | |
| Prepaid Expense | $38M | $24M | $6M | $10M | |
| Current Assets | $676M | $863M | $347M | $448M | |
| PP&E (Net) | $383.0K | $242.0K | $46.0K | $144.0K | |
| Intangibles | · | · | · | $83M | |
| Total Assets | $769M | $865M | $347M | $532M | |
| Accounts Payable | $9M | $5M | $17M | $19M | |
| Current Liabilities | $86M | $107M | $50M | $35M | |
| Capital Leases | $66.0K | $202.0K | · | $60.0K | |
| Total Liabilities | $86M | $107M | $59M | $48M | |
| Common Stock | $14M | $13M | $10M | $10M | |
| Retained Earnings | $-762M | $-559M | $-317M | $-140M | |
| AOCI | $5M | $4M | $4M | $4M | |
| Stockholders' Equity | $683M | $758M | $288M | $430M | |
| Liabilities + Equity | $769M | $865M | $347M | $478M | |
| Shares Outstanding | 114,399,326 | 108,064,340 | 82,469,768 | 81,559,780 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $220.0K | $113.0K | $49.0K | $9.0K | |
| Stock-based Comp | $59M | $34M | $25M | $4M | |
| Other Non-cash | $-4M | $49M | $11M | $86M | |
| Operating Cash Flow | $-148M | $-159M | $-141M | $11M | |
| CapEx | $246.0K | $672.0K | $24.0K | $221.0K | |
| Investing Cash Flow | $-175M | $-63M | $-24.0K | $-221.0K | |
| Financing Cash Flow | $30M | $660M | $9M | $392M | |
| Free Cash Flow | $-148M | $-159M | $-141M | $8M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Operating Margin | -1002.9% | -386.9% | -1298.6% | · | |
| Net Margin | -905.7% | -530.2% | -1255.8% | · | |
| Pretax Margin | -905.7% | -530.2% | -1255.6% | · | |
| EBITDA Margin | -1001.9% | -386.7% | -1298.2% | · | |
| ROA | -24.9% | -39.9% | -42.9% | -26.4% | |
| ROE | -27.9% | -42.5% | -57.1% | -42.1% | |
| ROIC | · | -23.3% | -63.4% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Current Ratio | 7.9 | 8.1 | 7.0 | 12.6 | |
| Quick Ratio | 7.4 | 7.8 | 6.8 | 12.4 | |
| Interest Coverage | · | · | · | -249.3 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.1 | 0.0 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Book Value / Share | $5.97 | $7.01 | $3.50 | · | |
| Revenue / Share | $0.19 | $0.48 | $0.17 | · | |
| Cash Flow / Share | $-1.25 | $-1.68 | $-1.72 | · | |
| Cash / Share | $4.28 | $7.14 | $4.13 | · | |
| EPS (TTM) | $-1.72 | $-2.56 | $-2.15 | $-1.19 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue YoY | -50.6% | 223.4% | -86.3% | · | |
| Revenue CAGR 3Y | -39.7% | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $23M | $46M | $14M | $103M | |
| Net Income TTM | $-204M | $-242M | $-177M | $-23M | |
| Market Cap | $2.63B | $1.54B | $258M | · | |
| P/E | -13.4 | -5.6 | -1.5 | -0.7 | |
| P/S | 116.9 | 33.8 | 18.3 | · | |
| P/B | 3.9 | 2.0 | 0.9 | · | |
| P / Tangible Book | 3.9 | 2.0 | 0.9 | · | |
| P / Cash Flow | -17.8 | -9.7 | -1.8 | · | |
| P / FCF | -17.8 | -9.7 | -1.8 | · | |
| Earnings Yield | -7.5% | -18.0% | -68.7% | -137.1% |
Estado de resultados
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $32.0K | $348.0K | $19M | $3M | $13M | $29M | $2M | $1M | $3M | $2M | $9M | |
| R&D Expense | $39M | $31M | $28M | $45M | $35M | $36M | $38M | $42M | $43M | $34M | $40M | |
| SG&A Expense | $27M | $25M | $27M | $27M | $21M | $18M | $16M | $14M | $9M | $10M | $8M | |
| Operating Expenses | $66M | $55M | $55M | $72M | $56M | $54M | $55M | $57M | $52M | $44M | $48M | |
| Operating Income | $-66M | $-55M | $-36M | $-69M | $-43M | $-25M | $-53M | $-55M | $-50M | $-42M | $-40M | |
| Interest Income | $6M | $7M | $7M | $7M | $4M | $4M | $5M | $3M | $3M | $5M | $943.0K | |
| Pretax Income | $-75M | $-72M | $-17M | $-40M | $-92M | $-17M | $-39M | $-94M | $-47M | $-38M | $-42M | |
| Income Tax | · | · | · | · | $0 | $-1.0K | · | · | · | · | · | |
| Net Income | $-75M | $-72M | $-17M | $-40M | $-92M | $-17M | $-39M | $-94M | $-47M | $-38M | $-42M | |
| EPS (Basic) | $-0.62 | $-0.61 | $-0.15 | $-0.34 | $-0.91 | $-0.18 | $-0.41 | $-1.06 | $-0.57 | $-0.47 | $-0.51 | |
| EPS (Diluted) | $-0.62 | $-0.61 | $-0.15 | $-0.34 | $-0.91 | $-0.18 | $-0.41 | $-1.06 | $-0.57 | $-0.47 | $-0.51 | |
| Shares (Basic) | · | 119,000,266 | 118,556,492 | 116,124,941 | · | 94,754,140 | 94,711,604 | 88,380,230 | 82,466,584 | 82,064,519 | 81,634,428 | |
| Shares (Diluted) | · | 119,000,266 | 118,556,492 | 116,124,941 | · | 94,754,140 | 94,711,604 | 88,380,230 | 82,466,584 | 82,064,519 | 81,634,428 | |
| EBITDA | · | $-55M | $-36M | $-69M | · | $-25M | $-53M | $-55M | · | · | · |
Balance general
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $490M | $538M | $564M | $748M | $772M | $423M | $431M | $481M | · | · | · | |
| Short-term Investments | $146M | $165M | $175M | $60M | $62M | · | · | · | · | · | · | |
| Prepaid Expense | $38M | $28M | $31M | $9M | $24M | $15M | $15M | $7M | · | · | · | |
| Current Assets | $676M | $732M | $770M | $817M | $863M | $438M | $445M | $488M | · | · | · | |
| PP&E (Net) | $383.0K | $323.0K | $312.0K | $238.0K | $242.0K | $231.0K | $234.0K | $101.0K | · | · | · | |
| Total Assets | $769M | $786M | $815M | $818M | $865M | $439M | $447M | $488M | · | · | · | |
| Accounts Payable | $9M | $4M | $6M | $6M | $5M | $7M | $5M | $9M | · | · | · | |
| Current Liabilities | $86M | $58M | $37M | $41M | $107M | $41M | $45M | $60M | · | · | · | |
| Capital Leases | $66.0K | $85.0K | $103.0K | $137.0K | $202.0K | $266.0K | $328.0K | · | · | · | · | |
| Total Liabilities | $86M | $58M | $37M | $41M | $107M | $60M | $59M | $77M | · | · | · | |
| Common Stock | $14M | $14M | $14M | $14M | $13M | $11M | $11M | $11M | · | · | · | |
| Retained Earnings | $-762M | $-687M | $-615M | $-598M | $-559M | $-466M | $-450M | $-411M | · | · | · | |
| AOCI | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | · | · | · | |
| Stockholders' Equity | $683M | $728M | $778M | $777M | $758M | $379M | $387M | $412M | · | · | · | |
| Liabilities + Equity | $769M | $786M | $815M | $818M | $865M | $439M | $447M | $488M | · | · | · | |
| Shares Outstanding | 114,399,326 | 113,172,684 | 112,509,914 | 112,169,291 | 108,064,340 | 92,165,605 | 90,015,357 | 89,720,836 | · | · | · |
Flujo de Efectivo
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $59.0K | $64.0K | $45.0K | $52.0K | $51.0K | $28.0K | $19.0K | $15.0K | $14.0K | $13.0K | $9.0K | |
| Stock-based Comp | $14M | $15M | $15M | $15M | $9M | $8M | $8M | $8M | $5M | $6M | $8M | |
| Other Non-cash | · | · | · | $-12M | · | · | · | $31M | · | · | · | |
| Operating Cash Flow | $-41M | $-33M | $-38M | $-36M | $-37M | $-13M | $-54M | $-55M | $-47M | $-29M | $-32M | |
| CapEx | $100.0K | $42.0K | $88.0K | $16.0K | $3.0K | $75.0K | $209.0K | $385.0K | $9.0K | $5.0K | $7.0K | |
| Investing Cash Flow | $-21M | $3M | $-159M | $3M | $-62M | $-75.0K | $-209.0K | $-385.0K | $-9.0K | $-5.0K | $-7.0K | |
| Financing Cash Flow | $14M | $6M | $3M | $7M | $457M | $58.0K | $5M | $198M | $186.0K | $6M | $2M | |
| Free Cash Flow | · | · | · | $-36M | · | · | · | $-55M | · | · | · |
Rentabilidad
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | -15845.7% | -186.1% | -2314.5% | · | -85.9% | -2306.9% | -3960.2% | · | · | · | |
| Net Margin | · | -20691.1% | -90.7% | -1327.3% | · | -57.2% | -1711.6% | -6692.9% | · | · | · | |
| Pretax Margin | · | -20691.1% | -90.7% | -1327.3% | · | -57.2% | -1711.6% | -6692.9% | · | · | · | |
| EBITDA Margin | · | -15845.7% | -186.1% | -2312.7% | · | -85.9% | -2306.9% | -3959.1% | · | · | · | |
| ROA | · | -11.8% | -2.8% | -6.0% | · | -7.6% | -17.5% | -38.4% | · | · | · | |
| ROE | · | -13.0% | -3.0% | -6.7% | · | -8.8% | -20.1% | -45.5% | · | · | · | |
| ROIC | · | · | · | · | · | -6.6% | · | · | · | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 12.6 | 21.1 | 20.0 | · | 10.6 | 9.8 | 8.2 | · | · | · | |
| Quick Ratio | · | 12.1 | 20.2 | 19.8 | · | 10.2 | 9.5 | 8.1 | · | · | · |
Eficiencia
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | · | 0.1 | 0.0 | 0.0 | · | · | · |
Por Acción
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $6.43 | $6.92 | $6.93 | · | $4.11 | $4.30 | $4.59 | · | · | · | |
| Revenue / Share | · | $0.00 | $0.16 | $0.03 | · | $0.31 | $0.02 | $0.02 | · | · | · | |
| Cash Flow / Share | · | · | · | $-0.31 | · | · | · | $-0.62 | · | · | · | |
| Cash / Share | · | $4.76 | $5.01 | $6.67 | · | $4.59 | $4.78 | $5.36 | · | · | · | |
| EPS (TTM) | · | $-2.01 | $-1.58 | $-1.84 | · | $-2.25 | $-2.64 | $-2.70 | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $35M | $64M | $47M | · | $34M | $7M | $7M | · | · | · | |
| Net Income TTM | · | $-221M | $-166M | $-187M | · | $-199M | $-229M | $-229M | · | · | · | |
| Market Cap | · | $1.94B | $900M | $1.01B | · | $645M | $785M | $991M | · | · | · | |
| P/E | · | -8.5 | -5.1 | -4.9 | · | -3.1 | -3.3 | -4.1 | · | · | · | |
| P/S | · | 54.9 | 14.1 | 21.4 | · | 19.2 | 105.7 | 144.3 | · | · | · | |
| P/B | · | 2.7 | 1.2 | 1.3 | · | 1.7 | 2.0 | 2.4 | · | · | · | |
| P / Tangible Book | · | 2.7 | 1.2 | 1.3 | · | 1.7 | 2.0 | 2.4 | · | · | · | |
| P / Cash Flow | · | · | · | -27.7 | · | · | · | -18.1 | · | · | · | |
| Earnings Yield | · | -11.8% | -19.8% | -20.5% | · | -32.1% | -30.3% | -24.5% | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $23M | $46M | $14M | $103M | · |
| Margen Operativo % | -1002.9% | -386.9% | -1298.6% | · | · |
| Beneficio neto | $-204M | $-242M | $-177M | $-23M | $-29M |
| EPS Diluido | $-1.72 | $-2.56 | $-2.15 | $-1.19 | $-1.21 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 7.9 | 8.1 | 7.0 | 12.6 | · |
| Ratio Rápido | 7.4 | 7.8 | 6.8 | 12.4 | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-148M | $-159M | $-141M | $8M | · |
Propietarios institucionales (13F) 11 declarantes · $29.6M 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.
Tenedores
11
Valor en tenencia
$29.6M
Nuevas posiciones
0
Posiciones cerradas
0
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 0 (-1 vs trimestre anterior) | 0 (0 vs trimestre anterior) | 2 (+2 vs trimestre anterior) | 0 (-1 vs trimestre anterior) | +13K |
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 |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | $10 692 116 | 500 333 | 36,15% | Acciones |
| RA CAPITAL MANAGEMENT, L.P. | $7 123 326 | 333 333 | 24,09% | Acciones |
| Affinity Asset Advisors, LLC | $5 343 450 | 245 000 | 18,07% | Acciones |
| Bain Capital Life Sciences Investors, LLC | $2 136 979 | 99 999 | 7,23% | Acciones |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $1 982 858 | 92 787 | 6,70% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 602 750 | 75 000 | 5,42% | Opción de compra |
| ARISTEIA CAPITAL, L.L.C. | $343 377 | 15 708 | 1,16% | Acciones |
| WOLVERINE ASSET MANAGEMENT LLC | $318 947 | 14 925 | 1,08% | Acciones |
| CIBC Private Wealth Group LLC | $22 388 | 1 250 | 0,08% | Acciones |
| UBS Group AG | $8 523 | 443 | 0,03% | Acciones |
| Vestcor Inc | $143 | 6 666 | 0,00% | Acciones |
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 |
|---|---|---|---|---|---|
| FHMLS X, L.L.C., FHMLS X, L.P., FHMLS XI, L.L.C., FHMLS XI, L.P., FHMLS XII, L.L.C., FHMLS XII, L.P., FHMLSP, L.L.C., FHMLSP, L.P., Frazier Life Sciences Public Fund, L.P., Frazier Life Sciences X, L.P., Frazier Life Sciences XI, L.P., Frazier Life Sciences XII, L.P., Frazier Lifesciences Sponsor LLC, James N. Topper, Patrick J. Heron | 22 de septiembre de 2026 | 8,70% | Enmienda | · | SEC |
| BCLS Fund III Investments, LP, Bain Capital Life Sciences Opportunities III, LP, Bain Capital Life Sciences Fund II, L.P., BCLS II Investco, LP, BCLS II Equity Opportunities, LP, BCIP Life Sciences Associates, LP | 14 de mayo de 2026 | 1,76% | 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.
Informantes de la empresa 5 insiders · 4 directivos · 3 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael H. Davidson | Chief Executive Officer | 14 de septiembre de 2026 P | 792 923 | 1 | 0 | $226 500 |
| Johannes Jacob Pieter Kastelein | Chief Scientific Officer | 30 de septiembre de 2026 M | 69 302 | 0 | 2 | $-4 621 407 |
| Robert William Gunning | Vice President, Controller | 1 de septiembre de 2026 A | 3 200 | 0 | 0 | $0 |
| Louise Frederika Kooij | Chief Accounting Officer | 20 de julio de 2026 M | 24 353 | 0 | 5 | $-4 393 815 |
| John W Smither | Consejero | 4 de septiembre de 2026 S | 8 760 | 0 | 1 | $-40 512 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
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Fuente: SEC 10-K presentada el Feb 18, 2026