Monitor for any future conversion to SC 13D if the investor's intent changes, but the passive certification and the investor's track record (Invus is a long-term life sciences investor) suggest no near-term activism. The stake size is notable but not controlling.
Price Chart
Executive Summary
Invus Global Management, LLC and affiliated entities filed a Schedule 13G disclosing passive beneficial ownership of 675,000 shares of Yarrow Bioscience, Inc., representing 7.2% of shares outstanding as of September 11, 2026. The stake is held primarily through Invus Public Equities, L.P. (591,472 shares, 6.3%) and Avicenna Life Sci Master Fund LP (83,528 shares, 0.9%), with Raymond Debbane as the ultimate controlling person. This is a new 13G filing (not an amendment) and the investor certifies passive intent, making it a routine disclosure with limited market impact.
Key Financial Metrics
Key Facts
- Invus Global Management, LLC and affiliates disclosed a 7.2% passive stake in Yarrow Bioscience, Inc.
- Invus Public Equities, L.P. holds 591,472 shares (6.3%) and Avicenna Life Sci Master Fund LP holds 83,528 shares (0.9%).
- Raymond Debbane is the ultimate controlling person of all reporting entities.
- Filing certifies passive intent under Rule 13d-1(c) — no control influence intended.
- Based on 8,572,309 shares outstanding as of September 11, 2026, plus 865,384 shares from underwriter option exercise.
Financial Impact
7.2% stake valued at undisclosed amount; no transaction details provided.
Risk Factors
- Potential future conversion to activist filing if circumstances change.
- Dilution risk from recent equity offering (underwriter option exercised for 865,384 shares).
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002005369-26-000053 |
| Document: 0002005369-26-000053-index-headers.html | 0002005369-26-000053 |
| Document: 0002005369-26-000053-index.html | 0002005369-26-000053 |
| Document: 0002005369-26-000053.txt | 0002005369-26-000053 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 17, 2026 5w ago | SC 13G | $29.29 $18.31 | ▼ −37.49% | ▼ −37.69% | $20.12 (−31.31%) |
Sep 11, 2026 6w ago | 424B5 | $26.26 $19.82 | ▲ +24.52% | ▲ +26.79% | $20.12 (+23.38%) |
Aug 20, 2026 9w ago | EFFECT | $38.20 $29.29 | ▲ +23.32% | ▲ +23.32% | $20.12 (+47.33%) |
US Market Status
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