Market Cap
$1.5B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 12, 2026 | Leerink Partners | INITIATE | Outperform | 49% |
| May 12, 2026 | Jefferies | INITIATE | Buy | 53% |
| May 12, 2026 | Evercore ISI Group | INITIATE | Outperform | 59% |
| May 12, 2026 | JP Morgan | INITIATE | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Aug 1, 2026 | 5 | 6 | 1 | 0 | 0 | 92% | |
| Jul 1, 2026 | 4 | 5 | 1 | 0 | 0 | 90% | |
| Jun 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-1.01 | $-1.30–$-0.79 | — | +5.1% | 1↑ 1↓ | $0.0B | 5 |
| Next Q | $-1.16 | $-1.54–$-0.95 | — | +4.3% | 1↑ 1↓ | $0.0B | 5 |
| Current FY | $-4.10 | $-5.86–$-2.96 | — | +6.5% | 0↑ 2↓ | $0.0B | 5 |
| Next FY | $-4.30 | $-5.89–$-2.99 | -4.9% | +0.0% | 1↑ 1↓ | $0.0B | 5 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.011 | — |
| 7d ago | $-1.011 | — |
| 30d ago | $-1.065 | +0.054 |
| 60d ago | $-0.925 | -0.086 |
| 90d ago | $-0.890 | -0.121 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| RTW INVESTMENTS, LP | 10,776,820 | $237.4M | 22.1% | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,304,688 | $160.9M | 15.0% | NEW |
| FMR LLC | 3,970,865 | $87.5M | 8.1% | NEW |
| BlackRock, Inc. | 3,928,604 | $86.5M | 8.0% | NEW |
| CITADEL ADVISORS LLC | 3,240,787 | $71.4M | 6.6% | NEW |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3,208,286 | $70.7M | 6.6% | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | 2,919,110 | $64.3M | 6.0% | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,693,958 | $37.3M | 3.5% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,652,507 | $36.4M | 3.4% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 1,133,115 | $25.0M | 2.3% | NEW |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RTW INVESTMENTS, LP | NEW | — | 10,776,820 | — | $237.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | NEW | — | 7,304,688 | — | $160.9M |
| FMR LLC | NEW | — | 3,970,865 | — | $87.5M |
| BlackRock, Inc. | NEW | — | 3,928,604 | — | $86.5M |
| CITADEL ADVISORS LLC | NEW | — | 3,240,787 | — | $71.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | NEW | — | 3,208,286 | — | $70.7M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 2,919,110 | — | $64.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | — | 1,693,958 | — | $37.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | NEW | — | 1,652,507 | — | $36.4M |
| GEODE CAPITAL MANAGEMENT, LLC | NEW | — | 1,133,115 | — | $25.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 7, 2026 | Nicholson Nur | Chief Technology Officer | AWARD | 220,000 | — | — |
| Jul 6, 2026 | Tregoning Kathleen | See Remarks | AWARD | 175,000 | — | — |
| Jun 9, 2026 | Renaud Ronald C JR | CEO & President | EXERCISE | 38,094 | $5.25 | $200.0K |
| Apr 20, 2026 | Kaplan Andrew T. | Director | CONVERT | 17,857,143 | — | — |
| Apr 20, 2026 | Kaplan Andrew T. | Director | BUY | 8,398,438 | $16.00 | $134.4M |
| Apr 20, 2026 | Kaplan Andrew T. | Director | CONVERT | 17,857,143 | — | — |
| Apr 20, 2026 | Bain Capital Life Sciences Investors, LLC | 10%+ Owner | CONVERT | 16,875,000 | — | — |
| Apr 20, 2026 | Bain Capital Life Sciences Investors, LLC | 10%+ Owner | BUY | 1,562,500 | $16.00 | $25.0M |
| Apr 20, 2026 | Bain Capital Life Sciences Investors, LLC | 10%+ Owner | CONVERT | 16,875,000 | — | — |
| Apr 20, 2026 | Bain Capital Life Sciences Investors, LLC | 10%+ Owner | CONVERT | 4,145,768 | — | — |