PASG Passage Bio, Inc. - Common Stock
$4.56
价格 · 八月 19, 2026
截至...的财报数据 八月 10, 2026
52周区间
$3–$20
8% of range
分析师评级
BUY
9 analysts
目标价
$16
+240% upside
P/E (TTM)
-0.3
ROE
-159.7%
净利润率
—
PASG 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$4.56
市值
$15M
P/E (TTM)
-0.3
每股收益 (TTM)
$-14.35
营收 (TTM)
—
股息收益率
—
ROE
-159.7%
负债/权益
—
52周区间
$3 – $20
PASG 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
$-14.35
2020-12-31
→
2025-12-31
自由现金流
—
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
PASG
同行中位数
P/E (TTM)
-0.3
—
P/B (市净率)
0.8
2.0
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
PASG
同行中位数
ROA
-55.3%
-102.4%
ROE
-159.7%
-150.9%
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
PASG
同行中位数
Current Ratio (流动比率)
2.1
3.5
Quick Ratio (速动比率)
2.0
—
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
PASG
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
PASG
同行中位数
PASG 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
9 位分析师
- 强烈买入 2 22.2%
- 买入 4 44.4%
- 持有 3 33.3%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
2 位分析师 · 2026-08-14
中位数
$15.50
← 低于所有目标
$4.56
最低
$8.00
最高
$23.00
中位数目标
$15.50
+239.9%
平均目标
$15.50
+239.9%
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
0.15%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年6月30日 | $-2.44 | $-2.70 | 0.26% |
| 2026年3月31日 | $-2.16 | $-2.85 | 0.69% |
| 2025年12月31日 | $-3.95 | $-2.62 | -1.3% |
| 2025年9月30日 | $-2.44 | $-2.86 | 0.42% |
| 2025年6月30日 | $-2.96 | $-4.13 | 1.2% |
| 2025年3月31日 | $-5.00 | $-4.69 | -0.31% |
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 |
|---|---|---|---|---|---|---|
| PASG | $38M | -0.8 | — | — | -159.7% | — |
| BCDA | $13M | — | -87.8% | — | 1660.5% | — |
| SNTI | — | -0.4 | -40.2% | — | — | — |
| INTS | $1M | -0.0 | — | — | -165.1% | — |
| AKTX | $26.17B | — | — | — | -64.1% | — |
| PHIO | $12M | -0.2 | — | — | -57.5% | — |
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 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| R&D Expense | $23M | $40M | $61M | · | · | · | $3M | |
| SG&A Expense | $20M | $25M | $42M | $49M | $60M | $30M | $7M | |
| Operating Income | $-49M | $-70M | $-108M | $-138M | $-186M | $-113M | $-37M | |
| Interest Income | · | · | · | · | $343.0K | $670.0K | $696.0K | |
| Other Non-op | $4M | $6M | $6M | $2M | · | · | · | |
| Income Tax | $0 | $0 | · | · | · | · | · | |
| Net Income | $-46M | $-65M | $-102M | $-136M | $-185M | $-112M | $-46M | |
| EPS (Basic) | $-14.35 | $-21.04 | $-1.86 | $-2.50 | $-3.48 | $-2.91 | · | |
| EPS (Diluted) | $-14.35 | $-21.04 | $-1.86 | $-2.50 | $-3.48 | $-2.91 | · | |
| Shares (Basic) | 3,172,870 | 3,078,665 | 54,743,490 | 54,429,023 | 53,343,959 | 38,615,967 | · | |
| Shares (Diluted) | 3,172,870 | 3,078,665 | 54,743,490 | 54,429,023 | 53,343,959 | 38,615,967 | · | |
| EBITDA | $-49M | $-67M | $-105M | $-135M | $-184M | $-112M | · |
资产负债表 21
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $46M | $38M | $22M | $35M | $129M | $135M | $159M | |
| Prepaid Expense | $629.0K | $838.0K | $923.0K | $926.0K | $2M | $1M | $156.0K | |
| Current Assets | $48M | $79M | $118M | $197M | $325M | $317M | $166M | |
| PP&E (Net) | $4M | $9M | $15M | $23M | $24M | $3M | $1M | |
| PP&E (Gross) | $8M | $19M | $23M | $28M | $26M | $4M | · | |
| Accum. Depreciation | $4M | $10M | $7M | $5M | $2M | $934.0K | · | |
| Other Non-current Assets | $244.0K | $463.0K | $433.0K | $4M | $6M | $8M | $12M | |
| Total Assets | $62M | $102M | $151M | $244M | $355M | $328M | $179M | |
| Accounts Payable | $1M | $742.0K | $1M | $4M | $9M | $5M | $629.0K | |
| Current Liabilities | $23M | $19M | $16M | $18M | $29M | $21M | $4M | |
| Capital Leases | $20M | $22M | $23M | $24M | · | · | · | |
| Deferred Tax | $3M | $4M | $6M | $8M | $1M | · | · | |
| Other Non-current Liabilities | · | · | · | · | · | $41.0K | $76.0K | |
| Total Liabilities | $44M | $41M | $39M | $42M | $36M | $23M | $4M | |
| Common Stock | · | $6.0K | $5.0K | $5.0K | $5.0K | $4.0K | · | |
| Paid-in Capital | $724M | $720M | $706M | $695M | $675M | $476M | $2M | |
| Retained Earnings | $-705M | $-659M | $-594M | $-492M | $-356M | $-171M | $-59M | |
| AOCI | · | $8.0K | $-43.0K | $-966.0K | $-413.0K | $-12.0K | · | |
| Stockholders' Equity | $19M | $61M | $111M | $201M | $319M | $305M | $-56M | |
| Liabilities + Equity | $62M | $102M | $151M | $244M | $355M | $328M | $179M | |
| Shares Outstanding | 3,182,810 | 3,161,503 | 54,944,130 | 54,614,690 | 54,244,996 | 45,614,807 | 4,293,039 |
现金流 11
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $728.0K | $3M | $4M | $4M | $2M | $800.0K | $134.0K | |
| Stock-based Comp | $3M | $6M | $11M | $19M | $33M | $15M | $1M | |
| Other Non-cash | $10M | $8M | $9M | $-5M | $24M | $16M | · | |
| Operating Cash Flow | $-32M | $-48M | $-78M | $-118M | $-127M | $-81M | $-40M | |
| CapEx | · | $34.0K | · | · | · | · | · | |
| Investing Cash Flow | $40M | $55M | $65M | $25M | $-46M | $-172M | $-2M | |
| Stock Issued | · | · | · | · | $166M | $228M | · | |
| Net Stock Activity | · | · | · | · | $166M | $228M | · | |
| Financing Cash Flow | $23.0K | $9M | $135.0K | $-1M | $167M | $229M | $176M | |
| Net Change in Cash | $9M | $16M | $-13M | $-94M | $-6M | $-24M | $134M | |
| Taxes Paid | $0 | $0 | · | · | · | · | · |
盈利能力 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| ROA | -55.3% | -51.2% | -51.8% | -45.5% | -54.3% | -44.3% | · | |
| ROE | -159.7% | -96.7% | -85.9% | -63.9% | -54.4% | -34.9% | · |
流动性与偿付能力 2
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 4.1 | 7.2 | 10.7 | 11.0 | 15.0 | · | |
| Quick Ratio | 2.0 | 1.9 | 1.3 | 1.9 | 4.4 | 6.4 | · |
估值 (TTM) 7
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-46M | $-65M | $-102M | $-136M | $-185M | $-112M | · | |
| Market Cap | $38M | $704M | $1.11B | $1.51B | $6.89B | $23.33B | · | |
| P/E | -0.8 | -0.5 | -10.9 | -11.0 | -36.5 | -175.7 | · | |
| P/B | 2.0 | 11.5 | 10.0 | 7.5 | 21.6 | 76.6 | · | |
| P / Tangible Book | 2.0 | 11.5 | 10.0 | 7.5 | 21.6 | 76.6 | · | |
| P / Cash Flow | -1.2 | -14.7 | -14.2 | -12.8 | -54.3 | -289.7 | · | |
| Earnings Yield | -121.6% | -185.5% | -9.2% | -9.1% | -2.7% | -0.57% | · |
损益表 10
| 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R&D Expense | $3M | $4M | $5M | $4M | $6M | $8M | $10M | $9M | $10M | $12M | · | · | · | · | · | · | |
| SG&A Expense | $7M | $5M | $5M | $4M | $5M | $6M | $5M | $7M | $7M | $7M | $6M | $8M | $8M | $19M | $11M | $11M | |
| Operating Income | $-8M | $-8M | $-14M | $-9M | $-10M | $-16M | $-14M | $-21M | $-17M | $-18M | $-18M | $-29M | $-25M | $-36M | $-28M | $-28M | |
| Other Non-op | $451.0K | $688.0K | $865.0K | $906.0K | $949.0K | $1M | $2M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | · | · | |
| Net Income | $-8M | $-8M | $-13M | $-8M | $-9M | $-15M | $-13M | $-19M | $-16M | $-17M | $-17M | $-27M | $-24M | $-34M | $-27M | $-27M | |
| EPS (Basic) | $-2.44 | $-2.36 | $-8.70 | $-2.44 | $-2.96 | $-4.87 | $-9.50 | $-6.15 | $-5.09 | $-0.30 | $-0.30 | $-0.49 | $-0.44 | $-0.63 | $-0.49 | $-0.49 | |
| EPS (Diluted) | $-2.44 | $-2.36 | $-8.70 | $-2.44 | $-2.96 | $-4.87 | $-9.50 | $-6.15 | $-5.09 | $-0.30 | $-0.30 | $-0.49 | $-0.44 | $-0.63 | $-0.49 | $-0.49 | |
| Shares (Basic) | 3,208,744 | 3,205,866 | -65,284,764 | 3,178,710 | 3,168,933 | 3,163,914 | -59,505,994 | 3,146,582 | 3,142,537 | 56,295,540 | -109,348,536 | 54,789,410 | 54,683,817 | 54,618,799 | -108,706,991 | 54,473,945 | |
| Shares (Diluted) | 3,208,744 | 3,205,866 | -65,284,764 | 3,178,710 | 3,168,933 | 3,163,914 | -59,505,994 | 3,146,582 | 3,142,537 | 56,295,540 | -109,348,536 | 54,789,410 | 54,683,817 | 54,618,799 | -108,706,991 | 54,473,945 | |
| EBITDA | $-8M | $-8M | · | $-8M | $-10M | $-16M | · | $-20M | $-17M | $-17M | · | $-28M | $-24M | $-35M | · | $-28M |
资产负债表 21
| 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $24M | $33M | $46M | $53M | $58M | $63M | $38M | $32M | $25M | $37M | $22M | $34M | $30M | $33M | $35M | $63M | |
| Prepaid Expense | $768.0K | $682.0K | $629.0K | $2M | $1M | $2M | $838.0K | $1M | $1M | $2M | $923.0K | $1M | $1M | $2M | $926.0K | $2M | |
| Current Assets | $25M | $35M | $48M | $56M | $60M | $67M | $79M | $87M | $95M | $108M | $118M | $136M | $154M | $172M | $197M | $223M | |
| PP&E (Net) | · | $826.0K | $4M | $5M | $5M | $6M | $9M | $10M | $13M | $14M | $15M | $16M | $20M | $22M | $23M | $23M | |
| PP&E (Gross) | · | $3M | $8M | $9M | $9M | $9M | $19M | $19M | $22M | $23M | $23M | $22M | $27M | $28M | $28M | $27M | |
| Accum. Depreciation | · | $2M | $4M | $4M | $4M | $3M | $10M | $9M | $9M | $8M | $7M | $6M | $7M | $6M | $5M | $4M | |
| Other Non-current Assets | · | $244.0K | $244.0K | $270.0K | $270.0K | $274.0K | $463.0K | $463.0K | $516.0K | $662.0K | $433.0K | $433.0K | $433.0K | $433.0K | $4M | $5M | |
| Total Assets | $25M | $36M | $62M | $74M | $79M | $86M | $102M | $112M | $125M | $141M | $151M | $169M | $194M | $213M | $244M | $270M | |
| Accounts Payable | $902.0K | $1M | $1M | $952.0K | $2M | $1M | $742.0K | $1M | $621.0K | $2M | $1M | $3M | $3M | $3M | $4M | $5M | |
| Current Liabilities | $21M | $20M | $23M | $22M | $20M | $18M | $19M | $17M | $12M | $13M | $16M | $20M | $20M | $17M | $18M | $22M | |
| Capital Leases | · | $5M | $20M | $21M | $21M | $21M | $22M | $22M | $22M | $23M | $23M | $23M | $23M | $24M | $24M | $24M | |
| Deferred Tax | · | · | $3M | · | · | · | $4M | · | · | · | $6M | · | · | · | $8M | · | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | $2M | · | · | |
| Total Liabilities | $21M | $25M | $44M | $43M | $41M | $39M | $41M | $39M | $35M | $36M | $39M | $43M | $43M | $43M | $42M | $46M | |
| Common Stock | · | · | · | · | · | $6.0K | · | $6.0K | $6.0K | $6.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | |
| Paid-in Capital | $725M | $724M | $724M | $723M | $722M | $721M | $720M | $719M | $718M | $716M | $706M | $704M | $701M | $698M | $695M | $691M | |
| Retained Earnings | $-720M | $-712M | $-705M | $-692M | $-684M | $-675M | $-659M | $-647M | $-627M | $-611M | $-594M | $-578M | $-551M | $-527M | $-492M | $-465M | |
| AOCI | · | · | · | · | · | · | $8.0K | $32.0K | $-67.0K | $-69.0K | $-43.0K | $-192.0K | $-340.0K | $-427.0K | $-966.0K | $-1M | |
| Stockholders' Equity | $4M | $12M | $19M | $31M | $38M | $47M | $61M | $73M | $91M | $105M | $111M | $126M | $150M | $170M | $201M | $224M | |
| Liabilities + Equity | $25M | $36M | $62M | $74M | $79M | $86M | $102M | $112M | $125M | $141M | $151M | $169M | $194M | $213M | $244M | $270M | |
| Shares Outstanding | 3,217,810 | 3,207,810 | 3,182,810 | 3,178,710 | 3,178,710 | 62,148,274 | 3,161,503 | 61,767,286 | 61,754,786 | 61,611,796 | 54,944,130 | 54,812,972 | 54,745,680 | 54,626,690 | 54,614,690 | 54,546,596 |
现金流 7
| 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $25.0K | $129.0K | $127.0K | $200.0K | $200.0K | $201.0K | $675.0K | $800.0K | $800.0K | $806.0K | $743.0K | $1M | $1M | $978.0K | $996.0K | $900.0K | |
| Stock-based Comp | $525.0K | $556.0K | $609.0K | $611.0K | $923.0K | $858.0K | $1M | $1M | $2M | $2M | $2M | $3M | $4M | $3M | $3M | $3M | |
| Other Non-cash | · | $-6M | · | · | · | $499.0K | · | · | · | $-5M | · | · | · | $8M | · | · | |
| Operating Cash Flow | $-9M | $-13M | $-6M | $-5M | $-6M | $-14M | $-8M | $-7M | $-13M | $-19M | $-20M | $-19M | $-17M | $-22M | $-24M | $-23M | |
| Investing Cash Flow | $0 | $20.0K | $0 | $0 | $585.0K | $40M | $14M | $15M | $1M | $25M | $8M | $22M | $14M | $21M | $-3M | $-5M | |
| Financing Cash Flow | · | · | $9.0K | $0 | · | · | $47.0K | $0 | $85.0K | $9M | $46.0K | $0 | · | · | $-588.0K | $-408.0K | |
| Net Change in Cash | $-9M | $-13M | $-6M | $-5M | $-6M | $26M | $5M | $8M | $-12M | $15M | $-12M | $3M | $-3M | $-1M | $-28M | $-29M |
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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | -15.0% | -12.3% | · | -8.3% | -9.2% | -13.6% | · | -13.8% | -10.0% | -9.4% | · | -12.3% | -9.7% | -12.6% | · | -8.1% | |
| ROE | -36.6% | -25.9% | · | -14.9% | -14.6% | -20.3% | · | -19.4% | -13.3% | -12.1% | · | -15.5% | -12.0% | -15.2% | · | -9.1% |
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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.7 | · | 2.5 | 3.0 | 3.7 | · | 5.1 | 7.7 | 8.4 | · | 6.9 | 7.7 | 10.0 | · | 10.3 | |
| Quick Ratio | 1.2 | 1.7 | · | 2.4 | 2.9 | 3.6 | · | 1.9 | 2.0 | 2.9 | · | 1.7 | 1.5 | 1.9 | · | 2.9 |
估值 (TTM) 7
| 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $-33M | $-40M | · | $-52M | $-60M | $-67M | · | $-79M | $-84M | $-102M | · | $-112M | $-124M | $-143M | · | $-156M | |
| Market Cap | $16M | $25M | · | $26M | $25M | $439M | · | $865M | $981M | $1.66B | · | $721M | $1.03B | $1.05B | · | $1.36B | |
| P/E | -0.5 | -0.6 | · | -0.7 | -0.6 | -0.6 | · | -1.2 | -2.5 | -14.5 | · | -6.4 | -8.2 | -7.3 | · | -8.7 | |
| P/B | 3.5 | 2.1 | · | 0.8 | 0.7 | 9.4 | · | 11.9 | 10.8 | 15.9 | · | 5.7 | 6.8 | 6.1 | · | 6.1 | |
| P / Tangible Book | 3.5 | 2.1 | · | 0.8 | 0.7 | 9.4 | · | 11.9 | 10.8 | 15.9 | · | 5.7 | 6.8 | 6.1 | · | 6.1 | |
| P / Cash Flow | · | -1.9 | · | · | · | -31.7 | · | · | · | -87.9 | · | · | · | -46.6 | · | · | |
| Earnings Yield | -209.0% | -160.9% | · | -146.9% | -180.6% | -167.0% | · | -85.9% | -39.8% | -6.9% | · | -15.6% | -12.2% | -13.8% | · | -11.5% |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| 净收入 | $-46M | $-65M | $-102M | $-136M | $-185M |
| 稀释后每股收益 (EPS) | $-14.35 | $-21.04 | $-1.86 | $-2.50 | $-3.48 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 流动比率 | 2.1 | 4.1 | 7.2 | 10.7 | 11.0 |
| 速动比率 | 2.0 | 1.9 | 1.3 | 1.9 | 4.4 |
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机构持有人 (13F) 33 家申报者 · $11.6M 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 |
|---|---|---|---|---|
| 8 (-4 与上一季度对比) | 9 (+3 与上一季度对比) | 5 (-1 与上一季度对比) | 7 (+5 与上一季度对比) | +2.5M |
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。
公司内部人士 25 位内幕人士 · 13 位高管 · 11 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 |
|---|---|---|---|---|---|---|
| William Chou | President and CEO | 2023年3月15日 A | — | 0 | 0 | $0 |
| Bruce A Goldsmith | CEO and President | 2022年5月27日 A | 15983 | 0 | 0 | $0 |
| Kathleen Borthwick | SVP, Interim CFO | 2023年12月31日 M | 25936 | 0 | 0 | $0 |
| Simona King | Chief Financial Officer | 2023年7月28日 M | 23994 | 0 | 0 | $0 |
| Richard Steven Morris | Chief Financial Officer | 2021年5月21日 P | 5454 | 0 | 0 | $0 |
| Jill M. Quigley | Chief Operating Officer | 2021年12月8日 M | 368754 | 0 | 0 | $0 |
| Mark S Forman | Chief Medical Officer | 2023年12月31日 M | 45269 | 0 | 0 | $0 |
| Edgar B. Cale | GC & Corporate Secretary | 2023年12月31日 M | 45995 | 0 | 0 | $0 |
| Alexandros Fotopoulos | Chief Technical Officer | 2023年6月15日 M | 28693 | 0 | 0 | $0 |
| Monika Maria Toernsen | Chief Commercial Officer | 2022年9月15日 M | 3319 | 0 | 0 | $0 |
| Eliseo Oreste Salinas | Chief Res. & Develop Officer | 2021年3月22日 A | — | 0 | 0 | $0 |
| Gary Romano | Chief Medical Officer | 2021年3月15日 M | 0 | 0 | 0 | $0 |
| Stephen P Squinto | Head of Research and Dev | 2020年2月27日 A | — | 0 | 0 | $0 |
| Dolan Sondhi | 董事 | 2023年7月27日 A | — | 0 | 0 | $0 |
| Derrell Porter | 董事 | 2023年5月25日 A | — | 0 | 0 | $0 |
| Sandip Kapadia | 董事 | 2023年5月25日 A | 0 | 0 | 0 | $0 |
| Thomas Woiwode | 董事 | 2023年5月25日 A | 933352 | 0 | 0 | $0 |
| Saqib Islam | 董事 | 2023年5月25日 A | 5000 | 0 | 0 | $0 |
| Athena Countouriotis | 董事 | 2023年5月25日 A | 18900 | 0 | 0 | $0 |
| Michael E. Kamarck | 董事 | 2023年5月25日 A | — | 0 | 0 | $0 |
| Patrick J. Heron | 董事 | 2020年3月3日 C | 5009219 | 0 | 0 | $0 |
| Thomas Richard Kassberg | — | 2026年5月19日 A | — | 0 | 0 | $0 |
| Maxine Gowen | — | 2026年5月19日 A | — | 0 | 0 | $0 |
| Liam Ratcliffe | — | 2021年5月27日 A | 2800 | 0 | 0 | $0 |
| Tadataka Yamada | — | 2021年5月27日 A | 656149 | 0 | 0 | $0 |
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 4 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 |
|---|---|---|---|---|---|
| Lynx1 Capital Management LP, Weston Nichols | 2026年7月2日 | 21.00% | 初始申报 | 并购/出售 | SEC |
| ORBIMED ADVISORS LLC, ORBIMED CAPITAL GP VII LLC ×10 申报 | 2025年7月24日 | 4.25% | 修订 | — | SEC |
| Versant Venture Capital VI, L.P., Versant Ventures VI GP, L.P., Versant Ventures VI GP-GP, LLC ×4 申报 | 2024年8月9日 | — | 初始申报 | — | SEC |
| Frazier Life Sciences IX, L.P., FHMLS IX, L.P., FHMLS IX, L.L.C., James N. Topper, Patrick J. Heron ×4 申报 | 2023年6月15日 | — | 初始申报 | — | 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 4 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。