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8-K ·Filed Sep 23, 2026

MGTX

MeiraGTx Holdings plc
NEUTRAL
Impact 2/10
Horizonweeks Processed1mo ago SEC0001104659-26-109824
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Monitor for any subsequent 13D filing by Apothecary Capital or Sebulsky personally — his background as a healthcare-focused portfolio manager could signal increased activist or strategic oversight. No immediate trading catalyst.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
MGTX ▼ -16.09% at T+20d
NEUTRAL call -16.09% · α vs SPY -16.77% · entry $11.75 → $9.86
Next anchor: T+60d in 7w
Latest observation: T+22 -19.08% FF3 residual α
Entry = T+0 close
Sep 23, 2026
via day close
T+1d
-5.96%
call -5.96% · α -5.88%
$11.05
settled 5w ago
T+5d
-6.38%
call -6.38% · α -5.71%
$11.00
settled 27d ago
T+20d
-16.09%
call -16.09% · α -16.77%
$9.86
settled 6d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

MeiraGTx appointed Alan M. Sebulsky, a veteran healthcare portfolio manager with over 40 years of experience, to its Board of Directors effective September 23, 2026. The appointment adds significant biopharmaceutical investment and public company board expertise as the company transitions toward commercialization, but is a routine governance event with no immediate financial impact.

Key Facts

  • Alan M. Sebulsky appointed to Board as Class I director, effective September 23, 2026, term expiring at 2028 annual meeting.
  • Sebulsky served as Partner and Portfolio Manager at Adage Capital Management for 14 years, managing a biopharmaceutical portfolio with over $2 billion in assets.
  • He reestablished Apothecary Capital LLC in April 2026 and serves as its Managing Member.
  • Sebulsky currently serves on the board of Parabilis Medicines, Inc. and previously served on boards of Jazz Pharmaceuticals PLC and Arrow International, Inc.
  • He will serve on the Science and Technology Committee.
  • No related party transactions between the company and Sebulsky.
  • No departure of any existing director or officer.

Financial Impact

No financial impact — board appointment with no compensation details beyond standard non-employee director compensation program.

Risk Factors

  • No financial or operational data provided in the filing.

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-109824
Document: mgtx-20260922xex99d1.htm0001104659-26-109824
Document: 0001104659-26-109824-index-headers.html0001104659-26-109824
Document: 0001104659-26-109824-index.html0001104659-26-109824
Document: 0001104659-26-109824.txt0001104659-26-109824
17 reports for MGTX
Performance horizon
88% Hit rate @ T+60 7 of 8 directional calls Went positive at some point 7 of 8 best @ T+60▲ +35.64%Apr 24, 2026
Filters
Rows
Reports for MGTX — sortable, filterable
TypeNow
Oct 6, 2026
20d ago
144
NEUTRAL ★ 3/10
$10.82awaiting T+60—$9.18 (−15.16%)
Sep 24, 2026
4w ago
3
NEUTRAL ★ 2/10
$10.91awaiting T+60—$9.18 (−15.86%)
Sep 23, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$11.75awaiting T+60—$9.18 (−21.87%)
Aug 18, 2026
9w ago
144
NEUTRAL ★ 3/10
$14.97awaiting T+60—$9.18 (−38.68%)
Aug 13, 2026
10w ago
8-K
NEUTRAL ★ 5/10
$12.67awaiting T+60—$9.18 (−27.55%)
Aug 13, 2026
10w ago
Press Release
NEUTRAL ★ 5/10
$12.67awaiting T+60—$9.18 (−27.55%)
Jul 7, 2026
15w ago
8-K
BULLISH ★ 8/10
$14.66 $11.00▼ −24.97%▼ −26.96%$9.18 (−37.38%)
May 19, 2026
22w ago
144
NEUTRAL ★ 3/10
$9.58 $13.52▲ +41.13%▲ +36.12%$9.18 (−4.18%)
May 14, 2026
23w ago
8-K
BULLISH ★ 7/10
$9.95 $13.02▲ +30.85%▲ +27.27%$9.18 (−7.74%)
May 14, 2026
23w ago
Press Release
BULLISH ★ 7/10
$9.95 $13.02▲ +30.85%▲ +27.27%$9.18 (−7.74%)
Showing 10 of 17

US Market Status

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Report published Sep 23, 2026