Market Cap
$5.1B
DFTX
Definium Therapeutics, Inc.
$37.40 ▼ -0.53%
Prev close $37.60Market cap$5.1B
ConsensusStrong Buy
12-mo target$71.65 (+91.6%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)43 New Institutional Positions7 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on DFTX right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (96%)
Inst. Holders
50 funds
Inst. Value
$4.0B
Inst. Activity
43 buys / 7 sells
Insider Activity
$0.00 buy / $6.4M sell
Insider Net $
-$6.4M
Social Sentiment
63° Warm
SEC Reports
9
Price chart 30d -1.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: DFTX — 60.2% short (0.4M / 0.6M)
Short: 381,691 | Exempt: 1 | TRF Vol: 634,560 | Short Ratio: 60.2% | Off-exchange volume (dark pool
Sep 25, 2026 Insider
Karlin Daniel sold 10,853 shares
Chief Medical Officer @ $36.57 ($396.9K)
Sep 25, 2026 Insider
Barrow Robert sold 31,550 shares
Chief Executive Officer @ $36.57 ($1.2M)
Sep 25, 2026 Insider
Sep 14, 2026 SEC Wiley Matthew T. sold 3,097 shares
Chief Commercial Officer @ $36.57 ($113.3K)
Definium Therapeutics announced positive topline results from its Phase 3 Panorama study of DT120 ODT in generalized anx
8-K — Impact 8/10
Definium Therapeutics announced positive topline results from its Phase 3 Voyage study of DT120 ODT in generalized anxie
8-K — Impact 7/10
A strong institutional cluster emerged in DFTX during Q2 2026, with 10 buyers accumulating $34.3M in net new positions w
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
11,232,834 shares ($528.4M)
Analyst ratings buy % +1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
96% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Sep 15, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 14, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Sep 14, 2026 | Needham | REITERATE | Buy | 50% |
| Sep 11, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Aug 18, 2026 | B of A Securities | INITIATE | Buy | 54% |
| Aug 14, 2026 | Maxim Group | MAINTAIN | Buy | 43% |
| Aug 13, 2026 | Jones Trading | MAINTAIN | Buy | 51% |
| Aug 13, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Aug 13, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 14 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 8 | 14 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 8 | 13 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 7 | 12 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 7 | 13 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 6 | 13 | 1 | 0 | 0 | 95% |
Price targets
Where 17 covering analysts think DFTX trades over the next 12 months.
$71.65 +91.6% upside Strong Buy
Current$37.40 Low$55.00 Median$70.00 High$91.00 17 analysts
$55.00$91.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 3 bullish, 3 bearish, 0 mixed, 3 neutral · avg impact 5.1/10.
BULLISH8-K8/10
Definium Therapeutics announced positive topline results from its Phase 3 Panorama study of DT120 OD
Sep 14, 2026
BULLISH8-K7/10
Definium Therapeutics announced positive topline results from its Phase 3 Voyage study of DT120 ODT
Aug 12, 2026
BULLISHINST-CLUSTER5/10
A strong institutional cluster emerged in DFTX during Q2 2026, with 10 buyers accumulating $34.3M in
Aug 9, 2026
NEUTRAL1442/10
Two Definium Therapeutics officers (Matthew T. Wiley and Brandi Roberts) filed Form 144 notices on J
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: DFTX — 60.2% short (0.4M / 0.6M)
Short: 381,691 | Exempt: 1 | TRF Vol: 634,560 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: DFTX — 71.4% short (0.7M / 1.0M)
Short: 713,103 | Exempt: 0 | TRF Vol: 998,513 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: DFTX — 56.8% short (0.7M / 1.2M)
Short: 707,717 | Exempt: 1,005 | TRF Vol: 1,244,960 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: DFTX — 71.0% short (0.6M / 0.8M)
Short: 572,850 | Exempt: 73 | TRF Vol: 806,699 | Short Ratio: 71.0% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: DFTX — 57.6% short (0.6M / 1.0M)
Short: 597,663 | Exempt: 788 | TRF Vol: 1,037,779 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.56 | $-0.70–$-0.45 | 28.5% | -2.0% | 3↑ 8↓ | $0.0B | 13 |
| Next Q | $-0.53 | $-0.74–$-0.40 | -5.5% | -3.3% | 3↑ 7↓ | $0.0B | 13 |
| Current FY | $-3.16 | $-3.59–$-2.93 | -53.5% | -1.0% | 0↑ 12↓ | $0.0B | 14 |
| Next FY | $-1.90 | $-4.16–$0.05 | 39.8% | -12.9% | 4↑ 6↓ | $0.0B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.558 | — |
| 7d ago | $-0.558 | +0.001 |
| 30d ago | $-0.547 | -0.011 |
| 60d ago | $-0.535 | -0.022 |
| 90d ago | $-0.562 | +0.004 |
Institutional ownership
Which big funds own DFTX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.0B total value (86,750,482 shares) as of 2026-Q2. Top holders: BlackRock,, Avoro, DRIEHAUS. Net buying activity: 43 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,232,834 | $528.4M | 13.1% | ADD +32.5% |
| Avoro Capital Advisors LLC | 7,188,888 | $338.2M | 8.4% | ADD +43.8% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 6,845,276 | $322.0M | 8.0% | — |
| Jupiter Topco LLC | 5,615,645 | $264.0M | 6.6% | — |
| Capital World Investors | 5,367,723 | $252.5M | 6.3% | NEW |
| FMR LLC | 4,752,921 | $223.6M | 5.5% | DOUBLED +162.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 3,644,813 | $171.5M | 4.3% | ADD +46.1% |
| STATE STREET CORP | 3,065,390 | $144.2M | 3.6% | — |
| Capital International Investors | 2,963,410 | $139.4M | 3.5% | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | 2,949,734 | $138.8M | 3.4% | DOUBLED +126.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 8,480,230 | 11,232,834 | +32.5% | $528.4M |
| Avoro Capital Advisors LLC | ADD | 5,000,000 | 7,188,888 | +43.8% | $338.2M |
| Capital World Investors | NEW | — | 5,367,723 | — | $252.5M |
| FMR LLC | DOUBLED | 1,809,610 | 4,752,921 | +162.6% | $223.6M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 2,495,399 | 3,644,813 | +46.1% | $171.5M |
| Capital International Investors | NEW | — | 2,963,410 | — | $139.4M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 1,304,749 | 2,949,734 | +126.1% | $138.8M |
| CITADEL ADVISORS LLC | ADD | 1,333,442 | 1,688,587 | +26.6% | $79.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 872,665 | 1,648,426 | +88.9% | $77.5M |
| RA CAPITAL MANAGEMENT, L.P. | NEW | — | 1,500,000 | — | $70.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 49 transactions. Net -$6.4M — $0.00 bought, $6.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Karlin Daniel | Chief Medical Officer | SELL | 10,853 | $36.57 | $396.9K |
| Sep 25, 2026 | Barrow Robert | Chief Executive Officer | SELL | 31,550 | $36.57 | $1.2M |
| Sep 25, 2026 | Wiley Matthew T. | Chief Commercial Officer | SELL | 3,097 | $36.57 | $113.3K |
| Sep 25, 2026 | Sullivan Mark | Chief Legal Officer | SELL | 14,051 | $36.57 | $513.8K |
| Sep 25, 2026 | Roberts Brandi | Chief Financial Officer | SELL | 3,377 | $36.57 | $123.5K |
| Sep 18, 2026 | Krebs Andreas | Director | EXERCISE | 1,629 | $35.52 | $57.9K |
| Sep 18, 2026 | Vallone Carol A | Director | EXERCISE | 1,086 | $35.52 | $38.6K |
| Sep 14, 2026 | Barrow Robert | Chief Executive Officer | AWARD | 750,000 | — | — |
| Sep 14, 2026 | Roberts Brandi | Chief Financial Officer | AWARD | 125,000 | — | — |
| Sep 14, 2026 | Karlin Daniel | Chief Medical Officer | AWARD | 200,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DFTX.
Shares short
11,785,195
Settlement Sep 15, 2026
Change vs prior
+19.8%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈8.8%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Sep 14, 2026 | T1 | News Pending | Not resumed |
| Sep 14, 2026 | T2 | News Released | Not resumed |
| Sep 14, 2026 | T3 | Resumption Scheduled | Resumed |
| Aug 12, 2026 | T1 | News Pending | Not resumed |
| Aug 12, 2026 | T2 | News Released | Not resumed |
All DFTX filing & press-release reports (9)
- 8-K reportSep 14, 2026
- 8-K reportAug 12, 2026
- INST-CLUSTER reportAug 9, 2026
- 144 reportJul 3, 2026
- 144 reportJun 26, 2026
- 424B5 reportJun 25, 2026
- 8-K reportJun 25, 2026
- 424B5 reportJun 23, 2026
- DEFA14A reportApr 27, 2026