Monitor for any future conversion to a Schedule 13D (activist filing) or further accumulation. The rapid re-filing within 7 days may indicate an administrative correction, but the large warrant overhang (7.17M shares pending approval) is a potential future dilution catalyst.
Price Chart
Executive Summary
GordonMD Global Investments LP and affiliated entities filed an amended Schedule 13G on October 9, 2026, disclosing beneficial ownership of 20,441,948 shares of Pyxis Oncology common stock (16.4% of shares outstanding). This stake includes 4,900,039 shares issuable upon exercise of warrants and excludes 7,172,000 additional warrant shares subject to stockholder approval and a 17.50% blocker. The filing amends and restates the prior 13G/A filed just 7 days earlier, but no change in share count or percentage is evident from the documents provided.
Key Financial Metrics
Key Facts
- GordonMD Global Investments LP and affiliates hold 20,441,948 shares (16.4%) of Pyxis Oncology common stock.
- The stake includes 4,900,039 shares issuable upon exercise of warrants.
- An additional 7,172,000 warrant shares are excluded pending stockholder approval and subject to a 17.50% beneficial ownership blocker.
- This filing amends and restates the prior Schedule 13G/A filed on October 2, 2026.
- The filing is passive (Rule 13d-1(c)) with a certification that securities were not acquired to change or influence control.
Financial Impact
16.4% beneficial ownership stake valued at approximately $5.4 million based on the last reported price; no change in position size from the prior filing is stated.
Risk Factors
- Potential future dilution from 7,172,000 unexercised warrants if stockholder approval is obtained.
- Passive filing status could change if GordonMD engages in activist activities.
- Concentrated ownership (16.4%) increases influence over corporate actions.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000919574-26-006818 |
| Document: p15110504_exh-b.htm | 0000919574-26-006818 |
| Document: 0000919574-26-006818-index-headers.html | 0000919574-26-006818 |
| Document: 0000919574-26-006818-index.html | 0000919574-26-006818 |
| Document: 0000919574-26-006818.txt | 0000919574-26-006818 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Press Release | $1.66 | awaiting T+5 | — | $1.84 (+10.84%) |
Oct 21, 2026 6d ago | DEF 14A | $1.71 | awaiting T+5 | — | $1.84 (−7.60%) |
Oct 9, 2026 18d ago | SC 13G/A | $2.03 $1.68 | ▼ −17.24% | ▼ −15.27% | $1.84 (−9.36%) |
Oct 2, 2026 25d ago | SC 13G/A | $2.14 $2.03 | ▼ −5.14% | ▼ −6.30% | $1.84 (−14.02%) |
Oct 2, 2026 25d ago | Press Release | $2.14 $2.03 | ▲ +5.14% | ▲ +6.30% | $1.84 (+14.02%) |
Oct 1, 2026 26d ago | 8-K | $2.14 $2.03 | ▲ +5.14% | ▲ +6.30% | $1.84 (+14.02%) |
Oct 1, 2026 26d ago | 424B5 | $2.19 $1.99 | ▲ +9.13% | ▲ +10.43% | $1.84 (+15.98%) |
Sep 30, 2026 27d ago | Press Release | $2.33 $2.01 | ▲ +13.73% | ▲ +15.65% | $1.84 (+21.03%) |
Sep 9, 2026 6w ago | 8-K | $3.38 $3.34 | ▼ −1.18% | ▼ −0.09% | $1.84 (−45.56%) |
Sep 8, 2026 7w ago | 8-K | $3.89 $3.33 | ▼ −14.40% | ▼ −13.28% | $1.84 (−52.70%) |
US Market Status
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