VERA Vera Therapeutics, Inc. - Class A Common Stock
$33.01
价格 · 八月 19, 2026
截至...的财报数据 八月 10, 2026
52周区间
$21–$56
34% of range
分析师评级
BUY
20 analysts
目标价
$82
+148% upside
P/E (TTM)
-10.9
ROE
-55.9%
净利润率
—
VERA 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$33.01
市值
—
P/E (TTM)
-10.9
每股收益 (TTM)
$-4.66
营收 (TTM)
—
股息收益率
—
ROE
-55.9%
负债/权益
—
52周区间
$21 – $56
VERA 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
$-4.66
2021-12-31
→
2025-12-31
自由现金流
$-242M
2022-12-31
→
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
VERA
同行中位数
P/E (TTM)
-10.9
55.4
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
VERA
同行中位数
ROA
-43.1%
-32.7%
ROE
-55.9%
-37.9%
ROIC
-52.2%
—
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
VERA
同行中位数
Current Ratio (流动比率)
13.6
7.4
Quick Ratio (速动比率)
13.4
—
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
VERA
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
VERA
同行中位数
VERA 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
20 位分析师
- 强烈买入 7 35.0%
- 买入 11 55.0%
- 持有 2 10.0%
- 卖出 0 0.0%
- 强烈卖出 0 0.0%
12个月价格目标
14 位分析师 · 2026-08-13
中位数
$85.00
← 低于所有目标
$33.01
最低
$43.00
最高
$125.00
中位数目标
$85.00
+157.5%
平均目标
$81.86
+148.0%
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
-0.19%
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2026年3月31日 | $-1.69 | $-1.35 | -0.34% |
| 2025年12月31日 | $-1.39 | $-1.31 | -0.08% |
| 2025年9月30日 | $-1.26 | $-1.16 | -0.10% |
| 2025年6月30日 | $-1.20 | $-0.84 | -0.36% |
| 2025年3月31日 | $-0.81 | $-0.75 | -0.06% |
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 |
|---|---|---|---|---|---|---|
| VERA | — | -10.9 | — | — | -55.9% | — |
| BCRX | $1.66B | 6.4 | 94.1% | 30.2% | -97.6% | — |
| COAG | — | — | — | — | — | — |
| KLRA | — | — | — | — | — | — |
| CDNA | $959M | -47.1 | 13.8% | -5.6% | -6.8% | — |
| PGEN | $1.48B | -3.1 | 146.7% | -2588.2% | 3159.1% | — |
| MLYS | $2.96B | -15.8 | — | — | -32.2% | — |
| 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% | — |
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 15
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| R&D Expense | $215M | $126M | $78M | $69M | $22M | $45M | |
| SG&A Expense | $100M | $41M | $24M | $22M | $12M | $4M | |
| Operating Expenses | $315M | $167M | $102M | $91M | $34M | $52M | |
| Operating Income | $-315M | $-167M | $-102M | $-91M | $-34M | $-52M | |
| Interest Expense | · | · | $4M | $992.0K | $20.0K | $166.0K | |
| Interest Income | $24M | $21M | $8M | $2M | $15.0K | $8.0K | |
| Other Non-op | $16M | $15M | $6M | $2M | $2M | $-1M | |
| Pretax Income | $-300M | $-152M | $-96M | $-89M | $-33M | $-53M | |
| Income Tax | $1.0K | $1.0K | $1.0K | $1.0K | $1.0K | $-1.0K | |
| Net Income | $-300M | $-152M | $-96M | $-89M | $-33M | $-53M | |
| EPS (Basic) | $-4.66 | $-2.75 | $-2.25 | $-3.35 | $-2.43 | · | |
| EPS (Diluted) | $-4.66 | $-2.75 | $-2.25 | $-3.35 | $-2.43 | · | |
| Shares (Basic) | 64,233,814 | 55,326,680 | 42,707,072 | 26,570,676 | 13,435,706 | · | |
| Shares (Diluted) | 64,233,814 | 55,326,680 | 42,707,072 | 26,570,676 | 13,435,706 | · | |
| EBITDA | $-315M | $-167M | $-106M | $-92M | $-34M | · |
资产负债表 20
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $355M | $93M | $46M | $43M | $80M | $54M | |
| Short-term Investments | $360M | $548M | $115M | $71M | $0 | · | |
| Prepaid Expense | $14M | $10M | $11M | $11M | $3M | $557.0K | |
| Other Current Assets | $3M | $1M | $2M | $719.0K | $480.0K | $392.0K | |
| Current Assets | $729M | $651M | $172M | $126M | $83M | $54M | |
| PP&E (Net) | $1M | $960.0K | $92.0K | $51.0K | $0 | · | |
| Other Non-current Assets | $6M | · | · | · | · | · | |
| Total Assets | $735M | $656M | $176M | $131M | $84M | $55M | |
| Accounts Payable | $22M | $8M | $11M | $12M | $1M | $909.0K | |
| Accrued Liabilities | $32M | $16M | $9M | $11M | $6M | $535.0K | |
| Current Liabilities | $53M | $25M | $22M | $26M | $8M | $2M | |
| Capital Leases | $2M | $2M | $1M | $4M | $0 | · | |
| Other Non-current Liabilities | $2M | · | · | · | · | · | |
| Total Liabilities | $130M | $79M | $74M | $55M | $14M | $4M | |
| Long-term Debt | $75M | $51M | $50M | $25M | $5M | $0 | |
| Common Stock | $71.0K | $64.0K | $44.0K | $28.0K | · | · | |
| Retained Earnings | $-761M | $-461M | $-309M | $-213M | $-124M | $-91M | |
| AOCI | $786.0K | $393.0K | $251.0K | $-224.0K | $0 | · | |
| Stockholders' Equity | $605M | $577M | $102M | $77M | $70M | $-89M | |
| Liabilities + Equity | $735M | $656M | $176M | $131M | $84M | $55M |
现金流 16
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $468.0K | $105.0K | $21.0K | $-846.0K | $176.0K | $251.0K | |
| Stock-based Comp | $38M | $21M | $11M | $9M | $3M | $331.0K | |
| Deferred Tax | · | $0 | $0 | $0 | $0 | $0 | |
| Restructuring | · | · | · | · | $0 | $3M | |
| Other Non-cash | $20M | $-3M | $-4M | $13M | $6M | · | |
| Operating Cash Flow | $-241M | $-135M | $-92M | $-68M | $-24M | $-35M | |
| CapEx | $630.0K | $972.0K | $63.0K | $62.0K | $0 | $99.0K | |
| Investing Cash Flow | $194M | $-425M | $-39M | $-71M | $-4M | $-42.0K | |
| Stock Issued | · | · | · | $2M | $0 | · | |
| Stock Repurchased | $0 | $13.0K | $0 | · | · | · | |
| Net Stock Activity | $0 | $-13.0K | · | $2M | $51M | · | |
| Financing Cash Flow | $309M | $607M | $134M | $102M | $54M | $85M | |
| Net Change in Cash | $262M | $47M | $2M | $-36M | $26M | $50M | |
| Taxes Paid | $17.0K | $1.0K | $1.0K | · | · | · | |
| Free Cash Flow | $-242M | $-136M | $-92M | $-68M | · | · | |
| Levered FCF | · | · | $-96M | $-69M | · | · |
盈利能力 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | -43.1% | -36.6% | -62.5% | -82.8% | -47.2% | · | |
| ROE | -55.9% | -35.1% | -85.2% | -97.5% | -42.1% | · | |
| ROIC | -52.2% | -29.0% | -100.3% | -118.2% | -49.4% | · |
流动性与偿付能力 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 13.6 | 25.7 | 7.7 | 4.9 | 10.7 | · | |
| Quick Ratio | 13.4 | 25.3 | 7.2 | 4.5 | 10.4 | · | |
| Interest Coverage | · | · | -26.9 | -91.6 | -1720.1 | · |
估值 (TTM) 3
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $-300M | $-152M | $-96M | $-89M | $-33M | · | |
| P/E | -10.9 | -15.4 | -6.8 | -5.8 | -11.0 | · | |
| Earnings Yield | -9.2% | -6.5% | -14.6% | -17.3% | -9.1% | · |
损益表 14
| 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 | $60M | $86M | $59M | $56M | $58M | $41M | $33M | $40M | $29M | $23M | $21M | $16M | $16M | $25M | $27M | $20M | |
| SG&A Expense | $52M | $39M | $35M | $27M | $22M | $16M | $16M | $9M | $8M | $8M | $6M | $6M | $6M | $6M | $7M | $6M | |
| Operating Expenses | $112M | $125M | $94M | $84M | $80M | $57M | $49M | $50M | $37M | $31M | $27M | $22M | $22M | $31M | $34M | $25M | |
| Operating Income | $-112M | $-125M | $-94M | $-84M | $-80M | $-57M | $-49M | $-50M | $-37M | $-31M | $-27M | $-22M | $-22M | $-31M | $-34M | $-25M | |
| Interest Expense | · | · | · | · | · | · | · | · | $2M | $2M | · | $943.0K | $914.0K | $874.0K | $599.0K | $147.0K | |
| Interest Income | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $5M | $5M | $4M | $2M | $2M | $2M | $2M | $894.0K | $567.0K | |
| Other Non-op | $3M | $4M | $3M | $4M | $4M | $6M | $5M | $3M | $4M | $3M | $1M | $2M | $2M | $1M | $1M | $565.0K | |
| Income Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $1.0K | $0 | |
| Net Income | $-109M | $-121M | $-91M | $-80M | $-77M | $-52M | $-43M | $-47M | $-34M | $-28M | $-26M | $-20M | $-20M | $-30M | $-32M | $-25M | |
| EPS (Basic) | $-1.52 | $-1.69 | $-1.39 | $-1.26 | $-1.20 | $-0.81 | $-0.72 | $-0.85 | $-0.62 | $-0.56 | $-0.54 | $-0.45 | $-0.46 | $-0.80 | $-1.18 | $-0.91 | |
| EPS (Diluted) | $-1.52 | $-1.69 | $-1.39 | $-1.26 | $-1.20 | $-0.81 | $-0.72 | $-0.85 | $-0.62 | $-0.56 | $-0.54 | $-0.45 | $-0.46 | $-0.80 | $-1.18 | $-0.91 | |
| Shares (Basic) | 71,838,008 | 71,476,595 | -127,074,102 | 63,847,055 | 63,789,303 | 63,671,558 | -105,272,102 | 54,898,297 | 54,728,552 | 50,971,933 | -83,593,685 | 44,363,419 | 44,269,772 | 37,667,566 | -51,950,930 | 27,215,874 | |
| Shares (Diluted) | 71,838,008 | 71,476,595 | -127,074,102 | 63,847,055 | 63,789,303 | 63,671,558 | -105,272,102 | 54,898,297 | 54,728,552 | 50,971,933 | -83,593,685 | 44,363,419 | 44,269,772 | 37,667,566 | -51,950,930 | 27,215,874 | |
| EBITDA | $-112M | $-125M | · | $-84M | $-80M | $-57M | · | $-50M | $-37M | $-33M | · | $-22M | $-22M | $-32M | · | $-25M |
资产负债表 20
| 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 | $49M | $114M | $355M | $58M | $49M | $55M | $93M | $27M | $25M | $69M | · | $27M | $34M | $137M | $43M | $30M | |
| Short-term Investments | $450M | $482M | $360M | $440M | $508M | $535M | $548M | $326M | $359M | $335M | · | $132M | $147M | $60M | $71M | $84M | |
| Prepaid Expense | $28M | $19M | $14M | $14M | $15M | $16M | $10M | $11M | $10M | $13M | · | $12M | $10M | $7M | $11M | $11M | |
| Other Current Assets | $4M | $2M | $3M | $1M | $2M | $2M | $1M | $1M | $429.0K | $568.0K | · | $2M | $1M | $883.0K | $719.0K | $792.0K | |
| Current Assets | $527M | $616M | $729M | $511M | $571M | $606M | $651M | $364M | $395M | $416M | · | $172M | $191M | $204M | $126M | $125M | |
| PP&E (Net) | $813.0K | $945.0K | $1M | $1M | $1M | $1M | $960.0K | $368.0K | $155.0K | $81.0K | · | $34.0K | $40.0K | $45.0K | $51.0K | $56.0K | |
| Other Non-current Assets | $5M | $6M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $533M | $622M | $735M | $518M | $579M | $610M | $656M | $369M | $397M | $419M | · | $176M | $195M | $210M | $131M | $131M | |
| Accounts Payable | $15M | $14M | $22M | $18M | $13M | $9M | $8M | $5M | $5M | $5M | · | $12M | $13M | $5M | $12M | $7M | |
| Accrued Liabilities | $34M | $31M | $31M | $23M | $20M | $11M | $16M | $20M | $12M | $7M | · | $10M | $11M | $16M | $11M | $6M | |
| Current Liabilities | $48M | $45M | $53M | $42M | $34M | $22M | $25M | $26M | $18M | $15M | · | $25M | $27M | $24M | $26M | $16M | |
| Capital Leases | · | · | $2M | $2M | $2M | $2M | $2M | $3M | $455.0K | $919.0K | · | $2M | $3M | $3M | $4M | $4M | |
| Other Non-current Liabilities | $2M | $2M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $125M | $122M | $130M | $119M | $110M | $75M | $79M | $80M | $69M | $66M | · | $52M | $55M | $52M | $55M | $26M | |
| Long-term Debt | $75M | $75M | $75M | $75M | $74M | $51M | $51M | $50M | $50M | $50M | · | $25M | $25M | $25M | $25M | $5M | |
| Common Stock | $72.0K | $72.0K | $71.0K | $64.0K | $64.0K | $64.0K | $64.0K | $55.0K | $55.0K | $54.0K | · | · | · | · | $28.0K | · | |
| Retained Earnings | $-991M | $-882M | $-761M | $-670M | $-589M | $-513M | $-461M | $-418M | $-371M | $-337M | · | $-283M | $-263M | $-243M | $-213M | $-181M | |
| AOCI | $-403.0K | $-156.0K | $786.0K | $881.0K | $527.0K | $654.0K | $393.0K | $1M | $-450.0K | $-173.0K | · | $-75.0K | $-142.0K | $-4.0K | $-224.0K | $-279.0K | |
| Stockholders' Equity | $408M | $500M | $605M | $399M | $468M | $535M | $577M | $289M | $328M | $354M | $102M | $124M | $141M | $158M | $77M | $106M | |
| Liabilities + Equity | $533M | $622M | $735M | $518M | $579M | $610M | $656M | $369M | $397M | $419M | · | $176M | $195M | $210M | $131M | $131M |
现金流 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $132.0K | $140.0K | $135.0K | $129.0K | $119.0K | $85.0K | $55.0K | $24.0K | $1M | $11.0K | $4.0K | $1M | $517.0K | $-506.0K | $-597.0K | $-152.0K | |
| Stock-based Comp | $16M | $13M | $11M | $10M | $9M | $8M | $6M | $6M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | $2M | |
| Other Non-cash | · | $1M | · | · | · | $-11M | · | · | · | $-8M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $-100M | $-106M | $-70M | $-62M | $-55M | $-54M | $-39M | $-37M | $-25M | $-34M | $-25M | $-23M | $-18M | $-26M | $-21M | $-18M | |
| CapEx | $0 | $23.0K | $102.0K | $133.0K | $208.0K | $187.0K | $645.0K | $238.0K | $89.0K | $0 | $63.0K | $0 | $0 | $0 | $0 | $38.0K | |
| Investing Cash Flow | $33M | $-138M | $81M | $70M | $29M | $15M | $-221M | $38M | $-23M | $-219M | $19M | $16M | $-86M | $12M | $13M | $-2M | |
| Stock Repurchased | · | · | $0 | · | · | · | $0 | · | · | · | $0 | · | · | · | · | · | |
| Financing Cash Flow | $2M | $4M | $286M | $797.0K | $20M | $2M | $326M | $739.0K | $3M | $277M | $25M | $297.0K | $432.0K | $108M | $21M | $908.0K | |
| Net Change in Cash | $-65M | $-240M | $297M | $9M | $-6M | $-38M | $65M | $2M | $-44M | $23M | $18M | $-6M | $-104M | $94M | $13M | $-20M | |
| Free Cash Flow | · | $-107M | · | · | · | $-55M | · | · | · | · | · | · | · | $-26M | · | · |
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 | -19.7% | -19.7% | · | -18.1% | -15.7% | -10.0% | · | -17.1% | -11.4% | -9.0% | · | -13.1% | -11.7% | -16.1% | · | -22.2% | |
| ROE | -25.0% | -23.4% | · | -23.3% | -19.2% | -11.6% | · | -22.6% | -14.4% | -11.1% | · | -17.5% | -15.4% | -20.6% | · | -25.8% |
流动性与偿付能力 3
| 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 | 10.9 | 13.6 | · | 12.2 | 17.0 | 27.7 | · | 13.8 | 21.4 | 28.6 | · | 7.0 | 7.1 | 8.7 | · | 7.9 | |
| Quick Ratio | 10.3 | 13.2 | · | 11.9 | 16.6 | 26.9 | · | 13.4 | 20.9 | 27.8 | · | 6.5 | 6.7 | 8.4 | · | 7.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | -19.5 | -16.3 | · | -23.1 | -24.0 | -35.8 | · | -171.7 |
估值 (TTM) 3
| 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 | $-387M | $-330M | · | $-255M | $-209M | $-160M | · | $-129M | $-102M | $-99M | · | $-95M | $-90M | $-87M | · | $-64M | |
| P/E | -7.6 | -8.1 | · | -7.1 | -6.8 | -8.5 | · | -17.8 | -17.3 | -19.0 | · | -5.2 | -5.9 | -2.6 | · | -8.4 | |
| Earnings Yield | -13.2% | -12.3% | · | -14.2% | -14.8% | -11.8% | · | -5.6% | -5.8% | -5.3% | · | -19.1% | -17.0% | -38.3% | · | -11.9% |
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 | $-300M | $-152M | $-96M | $-89M | $-33M |
| 稀释后每股收益 (EPS) | $-4.66 | $-2.75 | $-2.25 | $-3.35 | $-2.43 |
资产负债表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 流动比率 | 13.6 | 25.7 | 7.7 | 4.9 | 10.7 |
| 速动比率 | 13.4 | 25.3 | 7.2 | 4.5 | 10.4 |
现金流
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $-242M | $-136M | $-92M | $-68M | — |
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机构持有人 (13F) 243 家申报者 · $2.6B 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 |
|---|---|---|---|---|
| 43 (-3 与上一季度对比) | 35 (+5 与上一季度对比) | 95 (+8 与上一季度对比) | 59 (-12 与上一季度对比) | +9.1M |
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 |
|---|---|---|---|---|
| Avoro Capital Advisors LLC | $245612034 | 5723888 | 9.29% | 股份 |
| STATE STREET CORP | $178024407 | 4148786 | 6.73% | 股份 |
| Deep Track Capital, LP | $171640000 | 4000000 | 6.49% | 股份 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $168052724 | 3916400 | 6.36% | 股份 |
| VANGUARD GROUP INC | $156029082 | 3081143 | 5.90% | 股份 |
| Kynam Capital Management, LP | $124012432 | 2890059 | 4.69% | 股份 |
| Sofinnova Investments, Inc. | $119889982 | 2793987 | 4.53% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $118234772 | 2755413 | 4.47% | 股份 |
| Eversept Partners, LP | $94949961 | 2212770 | 3.59% | 股份 |
| Logos Global Management LP | $94402000 | 2200000 | 3.57% | 股份 |
| Integral Health Asset Management, LLC | $75092500 | 1750000 | 2.84% | 股份 |
| FMR LLC | $67321799 | 1568907 | 2.55% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $64007660 | 1591043 | 2.42% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $62253952 | 1450448 | 2.35% | 股份 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $55585829 | 1295405 | 2.10% | 股份 |
| GOLDMAN SACHS GROUP INC | $54658243 | 1273788 | 2.07% | 股份 |
| Pictet Asset Management Holding SA | $53625486 | 1249414 | 2.03% | 股份 |
| Qube Research & Technologies Ltd | $46479211 | 1083179 | 1.76% | 股份 |
| Woodline Partners LP | $42954498 | 1001037 | 1.62% | 股份 |
| AMERICAN CENTURY COMPANIES INC | $37170604 | 866243 | 1.41% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $27585680 | 642873 | 1.04% | 股份 |
| GREAT POINT PARTNERS LLC | $25781873 | 600836 | 0.98% | 股份 |
| BRAIDWELL LP | $24232307 | 564724 | 0.92% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23386508 | 545013 | 0.88% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $22138041 | 515918 | 0.84% | 股份 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $22024882 | 510426 | 0.83% | 股份 |
| Davern Capital Partners, LP | $21404881 | 498832 | 0.81% | 股份 |
| BANK OF AMERICA CORP /DE/ | $20099773 | 468417 | 0.76% | 股份 |
| Candriam S.C.A. | $20066803 | 468099 | 0.76% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $19987778 | 465807 | 0.76% | 股份 |
| Elmind Capital, LP | $18730987 | 436518 | 0.71% | 股份 |
| Rock Springs Capital Management LP | $18347629 | 427584 | 0.69% | 股份 |
| Balyasny Asset Management L.P. | $16089147 | 374951 | 0.61% | 股份 |
| ORBIMED ADVISORS LLC | $15859364 | 369596 | 0.60% | 股份 |
| Ikarian Capital, LLC | $13302100 | 310000 | 0.50% | 股份 |
| ARMISTICE CAPITAL, LLC | $12873000 | 300000 | 0.49% | 股份 |
| READYSTATE ASSET MANAGEMENT LP | $12663342 | 295114 | 0.48% | 股份 |
| RENAISSANCE TECHNOLOGIES LLC | $11994546 | 279528 | 0.45% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $11957215 | 278658 | 0.45% | 股份 |
| Affinity Asset Advisors, LLC | $10727500 | 250000 | 0.41% | 股份 |
| Alphabet Inc. | $10352638 | 241264 | 0.39% | 股份 |
| PFM Health Sciences, LP | $9624241 | 224289 | 0.36% | 股份 |
| TimesSquare Capital Management, LLC | $9351986 | 232463 | 0.35% | 股份 |
| CenterBook Partners LP | $7700929 | 179467 | 0.29% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6901516 | 160837 | 0.26% | 股份 |
| AXA Investment Managers S.A. | $6673338 | 229640 | 0.25% | 股份 |
| TD Asset Management Inc | $5495484 | 128070 | 0.21% | 股份 |
| Ghisallo Capital Management LLC | $5363750 | 125000 | 0.20% | 股份 |
| PLATINUM INVESTMENT MANAGEMENT LTD | $4878309 | 113687 | 0.18% | 股份 |
| FIFTH THIRD BANCORP | $4733110 | 110303 | 0.18% | 股份 |
| Engineers Gate Manager LP | $4640244 | 108139 | 0.18% | 股份 |
| HighVista Strategies LLC | $4544470 | 105907 | 0.17% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4518123 | 105293 | 0.17% | 股份 |
| Squarepoint Ops LLC | $4502847 | 104937 | 0.17% | 股份 |
| TWO SIGMA INVESTMENTS, LP | $4469935 | 104170 | 0.17% | 股份 |
| XTX Topco Ltd | $4445776 | 103607 | 0.17% | 股份 |
| Ensign Peak Advisors, Inc | $4402480 | 102598 | 0.17% | 股份 |
| BOOTHBAY FUND MANAGEMENT, LLC | $4332451 | 100966 | 0.16% | 股份 |
| Exome Asset Management LLC | $4174113 | 97276 | 0.16% | 股份 |
| ALGERT GLOBAL LLC | $3958447 | 92250 | 0.15% | 股份 |
| VOYA INVESTMENT MANAGEMENT LLC | $3926265 | 91500 | 0.15% | 股份 |
| Swiss National Bank | $3685969 | 85900 | 0.14% | 股份 |
| RHUMBLINE ADVISERS | $3403051 | 79307 | 0.13% | 股份 |
| BlackRock, Inc. | $3401519 | 79271 | 0.13% | 股份 |
| Rafferty Asset Management, LLC | $3152555 | 73469 | 0.12% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3149594 | 73400 | 0.12% | 买入期权 |
| ALPS ADVISORS INC | $3113421 | 72557 | 0.12% | 股份 |
| Ikarian Capital, LLC | $3076647 | 71700 | 0.12% | 买入期权 |
| RAYMOND JAMES FINANCIAL INC | $3029832 | 70609 | 0.11% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2982245 | 69500 | 0.11% | 卖出期权 |
| GROUP ONE TRADING LLC | $2922085 | 68098 | 0.11% | 股份 |
| Cubist Systematic Strategies, LLC | $2815059 | 96871 | 0.11% | 股份 |
| DEUTSCHE BANK AG\ | $2789236 | 65002 | 0.11% | 股份 |
| Odyssean, LLC | $2574815 | 60005 | 0.10% | 股份 |
| AMERIPRISE FINANCIAL INC | $2484275 | 57895 | 0.09% | 股份 |
| Birchview Capital, LP | $2478396 | 57758 | 0.09% | 股份 |
| DIADEMA PARTNERS LP | $2471959 | 57608 | 0.09% | 股份 |
| EASTERN BANK | $2405106 | 56050 | 0.09% | 股份 |
| Trexquant Investment LP | $2343229 | 54608 | 0.09% | 股份 |
| CITADEL ADVISORS LLC | $2162664 | 50400 | 0.08% | 买入期权 |
| Man Group plc | $2159574 | 50328 | 0.08% | 股份 |
| Swedbank AB | $2145500 | 50000 | 0.08% | 股份 |
| DIADEMA PARTNERS LP | $2145500 | 50000 | 0.08% | 卖出期权 |
| Neo Ivy Capital Management | $2099886 | 48937 | 0.08% | 股份 |
| J. Safra Sarasin Holding AG | $2045176 | 47662 | 0.08% | 股份 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2000920 | 49737 | 0.08% | 股份 |
| D. E. Shaw & Co., Inc. | $1913486 | 44593 | 0.07% | 股份 |
| Point72 Asset Management, L.P. | $1740558 | 40563 | 0.07% | 股份 |
| E. Ohman J:or Asset Management AB | $1729488 | 42990 | 0.07% | 股份 |
| LMR Partners LLP | $1716400 | 40000 | 0.06% | 股份 |
| JANE STREET GROUP, LLC | $1686363 | 39300 | 0.06% | 买入期权 |
| MetLife Investment Management, LLC | $1604963 | 37403 | 0.06% | 股份 |
| PROFUND ADVISORS LLC | $1590330 | 37062 | 0.06% | 股份 |
| CITADEL ADVISORS LLC | $1527596 | 35600 | 0.06% | 卖出期权 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1409895 | 32857 | 0.05% | 股份 |
| KVP Capital Advisors, LP | $1403157 | 32700 | 0.05% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $1363122 | 31767 | 0.05% | 股份 |
| SBI Okasan Asset Management Co.Ltd. | $1130530 | 26200 | 0.04% | 股份 |
| Knott David M Jr | $1115660 | 26000 | 0.04% | 股份 |
| SECTORAL ASSET MANAGEMENT INC | $1097337 | 25573 | 0.04% | 股份 |
公司内部人士 19 位内幕人士 · 7 位高管 · 7 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 |
|---|---|---|---|---|---|---|
| Sean Grant | Chief Financial Officer | 2023年6月23日 P | 5992 | 0 | 0 | $0 |
| William D. Turner | Chief Regulatory Officer | 2025年12月15日 M | 22500 | 0 | 3 | $-1353900 |
| Jason S Carter | Chief Legal Officer | 2025年11月21日 S | 49136 | 0 | 1 | $-107496 |
| Joseph R Young | SVP, FINANCE, CHIEF ACCT OFFCR | 2025年11月13日 M | 57839 | 0 | 1 | $-435900 |
| Robert Brenner | Chief Medical Officer | 2024年1月3日 A | — | 0 | 0 | $0 |
| Celia Lin | Chief Medical Officer | 2023年8月21日 S | 11010 | 0 | 0 | $0 |
| Joanne Curley | Chief Development Officer | 2023年8月21日 S | 26962 | 0 | 0 | $0 |
| Michael Morrissey | 董事 | 2026年5月21日 A | — | 0 | 0 | $0 |
| Beth C Seidenberg | 董事 | 2026年5月21日 A | 1949295 | 0 | 0 | $0 |
| Dr. Maha Katabi | 董事 | 2024年3月25日 S | 2793987 | 0 | 0 | $0 |
| Kimball Hall | 董事 | 2023年5月10日 A | — | 0 | 0 | $0 |
| Andrew Cheng | 董事 | 2023年5月10日 A | 17488 | 0 | 0 | $0 |
| Scott W Morrison | 董事 | 2023年5月10日 A | — | 0 | 0 | $0 |
| Kurt Von Emster | 董事 | 2021年5月18日 C | 2960231 | 0 | 0 | $0 |
| Abingworth LLP | 10% 所有者 | 2021年5月13日 A | 2960231 | 0 | 0 | $0 |
| Nancy Lee Boman | — | 2026年8月3日 A | 44987 | 0 | 0 | $0 |
| Marshall Fordyce | — | 2026年6月23日 M | 235244 | 0 | 14 | $-5995436 |
| James R Meyers | — | 2026年5月21日 A | — | 0 | 0 | $0 |
| Patrick G. Enright | — | 2026年5月21日 A | 5882 | 1 | 0 | $249985 |
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 |
|---|---|---|---|---|---|
| Sofinnova Venture Partners X, L.P. ("SVP X"), Sofinnova Management X, L.P. ("SM X LP"), Sofinnova Management X-A, L.L.C. ("SM X LLC"), Dr. James I. Healy ("Healy"), Dr. Maha Katabi ("Katabi") | 2026年3月5日 | 4.00% | 修订 | 被动投资 | SEC |
| Longitude Capital Partners IV, LLC, Longitude Venture Partners IV, L.P., Longitude Prime Partners, LLC, Longitude Prime Fund, L.P., Patrick G. Enright, Juliet Tammenoms Bakker ×5 申报 | 2024年11月4日 | — | 初始申报 | — | SEC |
| Sofinnova Venture Partners X, L.P. (“SVP X”), Sofinnova Management X, L.P. (“SM X LP”), Sofinnova Management X-A, L.L.C. (“SM X LLC”), Dr. James I. Healy (“Healy”), Dr. Maha Katabi (“Katabi”) ×5 申报 | 2024年3月26日 | — | 初始申报 | 被动投资 | SEC |
| Abingworth LLP, Abingworth Bioventures 8, LP ×2 申报 | 2022年4月7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 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 | 1.61% | 73552 NS | 2026年5月31日 | N-PORT |
| LABU · Direxion Shares ETF Trust | 0.75% | 109557 NS | 2026年4月30日 | N-PORT |
| BBC · ETFis Series Trust I | 0.53% | 5541 NS | 2026年4月30日 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trus... | 0.16% | 3904 SH | 2026年8月8日 | 每日 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.16% | 68530 SH | 2026年8月8日 | 每日 |
| IBB · iShares Trust | 0.14% | 427899 SH | 2026年8月8日 | 每日 |
| BIB · ProShares Trust | 0.13% | 2636 NS | 2026年5月31日 | N-PORT |
| IWO · iShares Trust | 0.13% | 579388 SH | 2026年8月8日 | 每日 |
| BBSC · J.P. Morgan Exchange-Traded Fund ... | 0.10% | 20911 NS | 2026年4月30日 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.08% | 367755 SH | 2026年8月8日 | 每日 |
| BKSE · BNY Mellon ETF Trust | 0.08% | 1749 NS | 2026年4月30日 | N-PORT |
| RSSL · Global X Funds | 0.07% | 26862 NS | 2026年4月30日 | N-PORT |
| IWM · iShares Trust | 0.06% | 1631026 SH | 2026年8月8日 | 每日 |
| ITWO · ProShares Trust | 0.06% | 2902 NS | 2026年5月31日 | N-PORT |
| ISCG · iShares Trust | 0.05% | 16667 SH | 2026年8月8日 | 每日 |
| VFMO · VANGUARD WELLINGTON FUND | 0.05% | 25265 SH | 2026年8月8日 | 每日 |
| SCHA · SCHWAB STRATEGIC TRUST | 0.05% | 308569 NS | 2026年5月31日 | N-PORT |
| SMLF · iShares Trust | 0.05% | 62980 SH | 2026年8月8日 | 每日 |
| ESML · iShares Trust | 0.04% | 40490 SH | 2026年8月8日 | 每日 |
| UWM · ProShares Trust | 0.03% | 2276 NS | 2026年5月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 759354 SH | 2026年8月8日 | 每日 |
| VHT · VANGUARD WORLD FUND | 0.03% | 128886 SH | 2026年8月8日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.03% | 106019 NS | 2026年4月30日 | N-PORT |
| ISCB · iShares Trust | 0.03% | 2337 SH | 2026年8月8日 | 每日 |
| URTY · ProShares Trust | 0.02% | 2301 NS | 2026年5月31日 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0.02% | 17563 NS | 2026年4月30日 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 11175 NS | 2026年4月30日 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 11990 SH | 2026年8月8日 | 每日 |
| WSML · iShares Trust | 0.01% | 2729 SH | 2026年8月8日 | 每日 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 2262 NS | 2026年5月31日 | N-PORT |
| HDG · ProShares Trust | 0.01% | 58 NS | 2026年5月31日 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 18973 NS | 2026年5月31日 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 39088 NS | 2026年5月31日 | N-PORT |
| ITOT · iShares Trust | 0.00% | 92772 SH | 2026年8月8日 | 每日 |
| IWV · iShares Trust | 0.00% | 14929 SH | 2026年8月8日 | 每日 |
| DFAU · Dimensional ETF Trust | 0.00% | 4475 NS | 2026年4月30日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1128 NS | 2026年4月30日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 290 NS | 2026年4月30日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 778 NS | 2026年4月30日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1934442 SH | 2026年8月8日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 5315 SH | 2026年8月8日 | 每日 |