MLYS Mineralys Therapeutics, Inc. - Common Stock
$27.33
价格 · 八月 19, 2026
截至...的财报数据 八月 11, 2026
52周区间
$14–$48
39% of range
分析师评级
BUY
16 analysts
目标价
$48
+77% upside
P/E (TTM)
-12.1
ROE
-32.2%
净利润率
—
MLYS 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$27.33
市值
$2.25B
P/E (TTM)
-12.1
每股收益 (TTM)
$-2.29
营收 (TTM)
—
股息收益率
—
ROE
-32.2%
负债/权益
—
52周区间
$14 – $48
MLYS 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
Configure
10年表现 收入、净利润、利润率和每股收益趋势
营收与净利润
—
EPS
$-2.29
2022-12-31
→
2025-12-31
自由现金流
$-142M
2024-12-31
→
2025-12-31
利润率
—
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
指标
5年趋势
MLYS
同行中位数
P/E (TTM)
-12.1
55.4
P/B (市净率)
3.5
7.1
Price / FCF (股价/自由现金流)
-15.8
—
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
指标
5年趋势
MLYS
同行中位数
ROA
-35.6%
-32.7%
ROE
-32.2%
-37.9%
财务健康 债务、流动性、偿付能力 — 资产负债表强度
指标
5年趋势
MLYS
同行中位数
Current Ratio (流动比率)
43.8
7.4
Quick Ratio (速动比率)
11.4
—
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
指标
5年趋势
MLYS
同行中位数
资本效率 资产周转率、库存周转率、应收账款周转率
指标
5年趋势
MLYS
同行中位数
MLYS 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
买入
16 位分析师
- 强烈买入 5 31.2%
- 买入 9 56.2%
- 持有 2 12.5%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
8 位分析师 · 2026-08-15
中位数
$52.00
平均值
$48.50
← 低于所有目标
$27.33
最低
$30.00
最高
$56.00
中位数目标
$52.00
+90.3%
平均目标
$48.50
+77.5%
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
-0.29%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $-2.85 | $-0.55 | -2.3% |
| 2026年3月31日 | $-0.47 | $-0.47 | 0.00% |
| 2025年12月31日 | $-0.40 | $-0.54 | 0.14% |
| 2025年9月30日 | $-0.52 | $-0.63 | 0.11% |
| 2025年6月30日 | $-0.66 | $-0.73 | 0.07% |
| 2025年3月31日 | $-0.79 | $-1.00 | 0.21% |
同行比较（GICS 子行业） 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| MLYS | $2.96B | -15.8 | — | — | -32.2% | — |
| COAG | — | — | — | — | — | — |
| KLRA | — | — | — | — | — | — |
| CDNA | $959M | -47.1 | 13.8% | -5.6% | -6.8% | — |
| PGEN | $1.48B | -3.1 | 146.7% | -2588.2% | 3159.1% | — |
| VERA | — | -10.9 | — | — | -55.9% | — |
| VCEL | $1.82B | 112.5 | 16.4% | 6.0% | 5.0% | 74.4% |
| PVLA | $1.30B | -28.2 | 65.3% | -1610.6% | -110.1% | — |
| BHVN | $1.50B | -1.6 | — | — | -310.8% | — |
| ADMA | $4.34B | 30.4 | 19.6% | 28.8% | 33.6% | 57.4% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 12
| 指标 | 趋势 | 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 | · |
资产负债表 16
| 指标 | 趋势 | 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 |
现金流 10
| 指标 | 趋势 | 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 | · | · |
盈利能力 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| ROA | -35.6% | -77.7% | -39.3% | · | |
| ROE | -32.2% | -83.0% | -28.5% | · |
流动性与偿付能力 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Current Ratio | 43.8 | 14.0 | 23.8 | · | |
| Quick Ratio | 11.4 | 7.8 | 4.7 | · |
估值 (TTM) 8
| 指标 | 趋势 | 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% | · |
损益表 12
| 指标 | 趋势 | 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 | · |
资产负债表 17
| 指标 | 趋势 | 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 |
现金流 11
| 指标 | 趋势 | 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 | · | · | · | · | · |
盈利能力 2
| 指标 | 趋势 | 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% | · |
流动性与偿付能力 2
| 指标 | 趋势 | 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 | · |
估值 (TTM) 8
| 指标 | 趋势 | 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% | · |
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
损益表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| 净收入 | $-155M | $-178M | $-72M | $-30M |
| 稀释后每股收益 (EPS) | $-2.29 | $-3.66 | $-1.99 | $-5.77 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| 流动比率 | 43.8 | 14.0 | 23.8 | — |
| 速动比率 | 11.4 | 7.8 | 4.7 | — |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| 自由现金流 | $-142M | $-166M | — | — |
最新新闻 提及该公司的近期头条新闻
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机构持有人 (13F) 250 家申报者 · $2.4B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 46 (+15 与上一季度对比) | 21 (-15 与上一季度对比) | 79 (-19 与上一季度对比) | 66 (+13 与上一季度对比) | +6.7M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| Catalys Pacific, LLC | $213245549 | 7903838 | 9.02% | 股份 |
| RA CAPITAL MANAGEMENT, L.P. | $207550395 | 7692750 | 8.78% | 股份 |
| SAMSARA BIOCAPITAL, LLC | $158400066 | 5871018 | 6.70% | 股份 |
| STATE STREET CORP | $111741339 | 4141636 | 4.73% | 股份 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $106786840 | 3958000 | 4.52% | 股份 |
| FMR LLC | $101995543 | 3780413 | 4.31% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $74377655 | 2756770 | 3.15% | 股份 |
| Laurion Capital Management LP | $67615981 | 2506152 | 2.86% | 股份 |
| ORBIMED ADVISORS LLC | $56935894 | 2110300 | 2.41% | 股份 |
| Capital World Investors | $53895437 | 1997607 | 2.28% | 股份 |
| ARMISTICE CAPITAL, LLC | $46837280 | 1736000 | 1.98% | 股份 |
| Troluce Capital Advisors LLC | $46641756 | 1728753 | 1.97% | 股份 |
| ANDERA PARTNERS | $42949921 | 1591917 | 1.82% | 股份 |
| SR One Capital Management, LP | $42195803 | 1563966 | 1.78% | 股份 |
| SPHERA FUNDS MANAGEMENT LTD. | $39659818 | 1469971 | 1.68% | 股份 |
| Pictet Asset Management Holding SA | $38598910 | 1430649 | 1.63% | 股份 |
| Polar Capital Holdings Plc | $38334641 | 1420854 | 1.62% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $36657036 | 1358375 | 1.55% | 股份 |
| BANK OF AMERICA CORP /DE/ | $36365479 | 1347868 | 1.54% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $32963031 | 1221758 | 1.39% | 股份 |
| GOLDMAN SACHS GROUP INC | $30925016 | 1146220 | 1.31% | 股份 |
| Ghisallo Capital Management LLC | $30352500 | 1125000 | 1.28% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $28919686 | 1067541 | 1.22% | 股份 |
| Logos Global Management LP | $28329000 | 1050000 | 1.20% | 股份 |
| ARMISTICE CAPITAL, LLC | $28059200 | 1040000 | 1.19% | 买入期权 |
| AMERICAN CENTURY COMPANIES INC | $27972049 | 1036767 | 1.18% | 股份 |
| Davern Capital Partners, LP | $23169156 | 858753 | 0.98% | 股份 |
| Candriam S.C.A. | $23100611 | 857037 | 0.98% | 股份 |
| Caption Management, LLC | $22976168 | 851600 | 0.97% | 卖出期权 |
| Nantahala Capital Management, LLC | $22136577 | 820481 | 0.94% | 股份 |
| Affinity Asset Advisors, LLC | $20235000 | 750000 | 0.86% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20171786 | 747657 | 0.85% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $19921223 | 738370 | 0.84% | 股份 |
| Aberdeen Group plc | $18595560 | 689235 | 0.79% | 股份 |
| ALGERT GLOBAL LLC | $17510748 | 649027 | 0.74% | 股份 |
| Catalio Capital Management, LP | $17502520 | 648722 | 0.74% | 股份 |
| Pale Fire Capital SE | $16573382 | 614284 | 0.70% | 股份 |
| STEMPOINT CAPITAL LP | $16260468 | 602686 | 0.69% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14062408 | 521216 | 0.59% | 股份 |
| VANGUARD GROUP INC | $13436227 | 370246 | 0.57% | 股份 |
| Rock Springs Capital Management LP | $13083978 | 484951 | 0.55% | 股份 |
| TWO SIGMA ADVISERS, LP | $12835773 | 353700 | 0.54% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $12468106 | 462124 | 0.53% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $12162476 | 450796 | 0.51% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $12150983 | 450370 | 0.51% | 股份 |
| Integral Health Asset Management, LLC | $12141000 | 450000 | 0.51% | 股份 |
| Prosight Management, LP | $12135469 | 449795 | 0.51% | 股份 |
| Rhenman & Partners Asset Management AB | $11233690 | 416371 | 0.48% | 股份 |
| Caption Management, LLC | $11145087 | 413087 | 0.47% | 股份 |
| JENNISON ASSOCIATES LLC | $10326514 | 382747 | 0.44% | 股份 |
| Parkman Healthcare Partners LLC | $10261951 | 380354 | 0.43% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $10206534 | 378300 | 0.43% | 股份 |
| CenterBook Partners LP | $9864697 | 365630 | 0.42% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9593279 | 355570 | 0.41% | 股份 |
| Iron Triangle Partners LP | $9329615 | 257085 | 0.39% | 股份 |
| TimesSquare Capital Management, LLC | $9178038 | 338798 | 0.39% | 股份 |
| MORGAN STANLEY | $8465685 | 313776 | 0.36% | 股份 |
| Eversept Partners, LP | $8355409 | 309689 | 0.35% | 股份 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $8251407 | 306972 | 0.35% | 股份 |
| ADAR1 Capital Management, LLC | $8063944 | 298886 | 0.34% | 股份 |
| Longaeva Partners L.P. | $7584186 | 281104 | 0.32% | 股份 |
| Qube Research & Technologies Ltd | $6738956 | 249776 | 0.28% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4818628 | 178600 | 0.20% | 卖出期权 |
| MONTANOVA CAPITAL, LLC | $4691444 | 173886 | 0.20% | 股份 |
| Trexquant Investment LP | $4578911 | 169715 | 0.19% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $4372972 | 162082 | 0.18% | 股份 |
| Brevan Howard Capital Management LP | $4147420 | 153722 | 0.18% | 股份 |
| Burkehill Global Management, LP | $4047000 | 150000 | 0.17% | 股份 |
| BOOTHBAY FUND MANAGEMENT, LLC | $3976906 | 147402 | 0.17% | 股份 |
| Caption Management, LLC | $3879724 | 143800 | 0.16% | 买入期权 |
| Artia Global Partners LP | $3717844 | 137800 | 0.16% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3609924 | 133800 | 0.15% | 买入期权 |
| Ensign Peak Advisors, Inc | $3193946 | 118382 | 0.14% | 股份 |
| 22NW, LP | $3071403 | 113840 | 0.13% | 股份 |
| BlackRock, Inc. | $3036896 | 112561 | 0.13% | 股份 |
| Swiss National Bank | $3010968 | 111600 | 0.13% | 股份 |
| Ishara Investments LP | $2765450 | 102500 | 0.12% | 股份 |
| MARK ASSET MANAGEMENT LP | $2732777 | 101289 | 0.12% | 股份 |
| ExodusPoint Capital Management, LP | $2726383 | 101052 | 0.12% | 股份 |
| CITIGROUP INC | $2590620 | 96020 | 0.11% | 股份 |
| Schonfeld Strategic Advisors LLC | $2569628 | 95242 | 0.11% | 股份 |
| ALPS ADVISORS INC | $2400572 | 88976 | 0.10% | 股份 |
| CITADEL ADVISORS LLC | $2349553 | 87085 | 0.10% | 股份 |
| Squarepoint Ops LLC | $2329102 | 86327 | 0.10% | 股份 |
| HighVista Strategies LLC | $2322573 | 86085 | 0.10% | 股份 |
| BlueCrest Capital Management Ltd | $2297536 | 85157 | 0.10% | 股份 |
| KVP Capital Advisors, LP | $2270853 | 84168 | 0.10% | 股份 |
| Rafferty Asset Management, LLC | $2109458 | 78186 | 0.09% | 股份 |
| CITADEL ADVISORS LLC | $2045084 | 75800 | 0.09% | 买入期权 |
| STATE OF WISCONSIN INVESTMENT BOARD | $1976690 | 73265 | 0.08% | 股份 |
| JANE STREET GROUP, LLC | $1912882 | 70900 | 0.08% | 买入期权 |
| RHUMBLINE ADVISERS | $1894120 | 70205 | 0.08% | 股份 |
| JANE STREET GROUP, LLC | $1702438 | 63100 | 0.07% | 卖出期权 |
| PFM Health Sciences, LP | $1684038 | 62418 | 0.07% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1659696 | 61266 | 0.07% | 股份 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1598349 | 59242 | 0.07% | 股份 |
| D. E. Shaw & Co., Inc. | $1554075 | 57601 | 0.07% | 股份 |
| DIADEMA PARTNERS LP | $1520242 | 56347 | 0.06% | 股份 |
| CITADEL ADVISORS LLC | $1419148 | 52600 | 0.06% | 卖出期权 |
| CANADA PENSION PLAN INVESTMENT BOARD | $1386772 | 51400 | 0.06% | 股份 |
公司内部人士 6 位内幕人士 · 2 位高管 · 2 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Jon Congleton | Chief Executive Officer | 2026年7月13日 S | 603621 | 0 | 3 | $-2251928 |
| Eric Warren | Chief Commercial Officer | 2026年7月21日 M | 38400 | 0 | 2 | $-2896671 |
| Daphne Karydas | 董事 | 2026年6月17日 M | 6200 | 0 | 1 | $-75000 |
| HBM Healthcare Investments (Cayman) Ltd. | 10% 所有者 | 2023年2月14日 C | 3218106 | 0 | 0 | $0 |
| James J. Ferguson III | — | 2026年8月10日 A | 102400 | 0 | 0 | $0 |
| David Malcom Rodman | — | 2026年8月10日 M | 51384 | 0 | 9 | $-1248532 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
激进投资者及 5%+ 股东 2 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| RA Capital Management, L.P., Peter Kolchinsky, Rajeev Shah, RA Capital Healthcare Fund, L.P. ×4 申报 | 2025年9月8日 | 9.90% | 修订 | — | SEC |
| Samsara BioCapital, L.P., Samsara BioCapital GP, LLC, Samsara Opportunity Fund, L.P., Samsara Opportunity Fund GP, LLC, Srinivas Akkaraju ×4 申报 | 2025年9月8日 | 8.20% | 修订 | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF持仓 由 41 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| SBIO · ALPS ETF Trust | 1.59% | 81578 NS | 2026年5月31日 | N-PORT |
| BBC · ETFis Series Trust I | 0.53% | 7478 NS | 2026年4月30日 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0.52% | 101556 NS | 2026年4月30日 | N-PORT |
| ESSC · Strategy Shares | 0.16% | 1539 NS | 2026年4月30日 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trus... | 0.15% | 4490 SH | 2026年8月8日 | 每日 |
| IBB · iShares Trust | 0.13% | 445700 SH | 2026年8月8日 | 每日 |
| BIB · ProShares Trust | 0.13% | 2925 NS | 2026年5月31日 | N-PORT |
| IWO · iShares Trust | 0.10% | 521091 SH | 2026年8月8日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.09% | 61529 SH | 2026年8月8日 | 每日 |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.07% | 19142 NS | 2026年4月30日 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.07% | 33115 NS | 2026年4月30日 | N-PORT |
| SMLF · iShares Trust | 0.06% | 92257 SH | 2026年8月8日 | 每日 |
| BKSE · BNY Mellon ETF Trust | 0.06% | 1696 NS | 2026年4月30日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.05% | 330253 SH | 2026年8月8日 | 每日 |
| IWM · iShares Trust | 0.05% | 1464927 SH | 2026年8月8日 | 每日 |
| ESML · iShares Trust | 0.05% | 51632 SH | 2026年8月8日 | 每日 |
| ISCG · iShares Trust | 0.05% | 17151 SH | 2026年8月8日 | 每日 |
| VFMO · VANGUARD WELLINGTON FUND | 0.04% | 29046 SH | 2026年8月8日 | 每日 |
| RSSL · Global X Funds | 0.04% | 20663 NS | 2026年4月30日 | N-PORT |
| ITWO · ProShares Trust | 0.04% | 2245 NS | 2026年5月31日 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.04% | 267668 NS | 2026年5月31日 | N-PORT |
| ISCB · iShares Trust | 0.02% | 2439 SH | 2026年8月8日 | 每日 |
| UWM · ProShares Trust | 0.02% | 1757 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 728233 SH | 2026年8月8日 | 每日 |
| VHT · VANGUARD WORLD FUND | 0.02% | 167502 SH | 2026年8月8日 | 每日 |
| FHLC · FIDELITY COVINGTON TRUST | 0.02% | 20978 NS | 2026年4月30日 | N-PORT |
| URTY · ProShares Trust | 0.02% | 1777 NS | 2026年5月31日 | N-PORT |
| WSML · iShares Trust | 0.01% | 2737 SH | 2026年8月8日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.01% | 49031 NS | 2026年4月30日 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 1918 NS | 2026年5月31日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 7921 SH | 2026年8月8日 | 每日 |
| HDG · ProShares Trust | 0.01% | 45 NS | 2026年5月31日 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 22197 NS | 2026年5月31日 | N-PORT |
| ITOT · iShares Trust | 0.00% | 92521 SH | 2026年8月8日 | 每日 |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 35158 NS | 2026年5月31日 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 1540 NS | 2026年4月30日 | N-PORT |
| IWV · iShares Trust | 0.00% | 11075 SH | 2026年8月8日 | 每日 |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.00% | 466 NS | 2026年5月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1968124 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 4746 SH | 2026年8月8日 | 每日 |
| FTLS · First Trust Exchange-Traded Fund III | -0.03% | -28739 NS | 2026年4月30日 | N-PORT |