MANE
Veradermics, IncPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Feb 5 to Feb 6 2 days of insider buys: $44.9M by 4 insiders, avg $17.71
- I Jun 30 4 funds open new positions (13F)
- A Jul 15 B. Riley Securities initiates
- R Aug 7 Veradermics filed an S-1 registration statement for the resale of up…
- R Aug 7 Six institutional investors, primarily active asset managers, accumu…
- S Aug 12 to Aug 19 3 days of insider sells: $103.1M by 4 insiders, avg $107.30
- E Sep 9 Trial readout: T-90d Trial Readout: VDPHL01 (Phase 3)
- R Oct 19 Veradermics announced positive topline Phase 3 data for VDPHL01, an…
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders bought $44.9M. 4 insiders sold $103.1M.
- InstitutionsBULLISH
Q2 2026: 26 added (4 new), 8 trimmed or exited. Largest new: Maverick Capital $97.1M, Frontier Capital Management $31.3M.
- AnalystsBULLISH
12 of 13 rate it Buy or better. Median target $171.00 (+24%).
- EstimatesRISING
Current-quarter EPS estimate −$0.642 → −$0.616 over 90 days. 2 up, 0 down in 30 days.
- Short sellersSTEADY
Short interest +3.4% to 4.24M shares. 4.7 days to cover, ≈10.2% of shares.
- TrendUPTREND
23% above its 50-day average. New closing high $138.78 on Oct 23.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FMR LLC | ADD | $394.0M |
| BlackRock, Inc. | DOUBLED | $195.9M |
| D. E. Shaw & Co., Inc. | DOUBLED | $124.6M |
| MAVERICK CAPITAL LTD | NEW | $97.1M |
| JENNISON ASSOCIATES LLC | DOUBLED | $92.0M |
| UBS Group AG | ADD | $82.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | $67.6M |
| STATE STREET CORP | DOUBLED | $66.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is inside the target range. Median implies +24%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | B. Riley Securities MAINTAIN | Buy |
| Oct 19, 2026 | Cantor Fitzgerald REITERATE | Overweight |
| Oct 19, 2026 | Needham MAINTAIN | Buy |
| Jul 16, 2026 | Citigroup MAINTAIN | Buy |
| Jul 15, 2026 | Needham MAINTAIN | Buy |
| Jul 15, 2026 | B. Riley Securities INITIATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 1, 2026 | Hollander David Chief R&D Officer | AWARD | 9,650 sh |
| Sep 1, 2026 | Hollander David Chief R&D Officer | AWARD | 19,300 sh |
| Aug 20, 2026 | MONTANOVA CAPITAL, LLC Director | EXERCISE | 149,000 sh |
| Aug 20, 2026 | MONTANOVA CAPITAL, LLC Director | EXERCISE | 151,000 sh |
| Aug 20, 2026 | MONTANOVA CAPITAL, LLC Director | EXERCISE | 149,000 sh |
| Aug 20, 2026 | MONTANOVA CAPITAL, LLC Director | EXERCISE | 151,000 sh |
| Aug 19, 2026 | MONTANOVA CAPITAL, LLC Director | SELL | $74.1M |
| Aug 19, 2026 | MONTANOVA CAPITAL, LLC Director | SELL | $6.4M |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.62 | -$0.74–-$0.51 | -4.2% | $0.00 |
| Next Q | -$0.63 | -$0.81–-$0.45 | -3.9% | $0.00 |
| Current FY | -$2.87 | -$3.12–-$2.61 | +0.2% | $0.00 |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
13 filings · 4 bullish · 2 bearish · 7 neutral- BULLISH 8-KOct 19, 2026
Veradermics announced positive topline Phase 3 data for VDPHL01, an oral extended-release…
Watch for the Part B 12-month safety data from Study 302 (anticipated 2H26) and the female PHL topline data from Study 306 (1H27). The NDA submission timeline is the next key catalyst for FDA…
- NEUTRAL SC 13GOct 13, 2026
JPMorgan Chase & Co. filed a Schedule 13G disclosing a 5.6% passive stake in Veradermics, Inc. as…
Monitor for additional 13G/A amendments or a potential conversion to 13D if JPMorgan's intent changes. The accumulation by multiple large passive filers (Fidelity, Viking, Citadel, JPMorgan)…
- BEARISH CLUSTERAug 21, 2026
A significant insider selling cluster at Veradermics (MANE) saw CEO Reid Waldman, CTO Timothy…
The magnitude of insider selling, particularly the $80.4M sale by director Montanova Capital, is highly material at 2.1% of market cap and warrants close monitoring. While some CEO/CTO sales are…
- NEUTRAL 3Aug 20, 2026
David Hollander filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing…
This is a routine Form 3 filing for a new officer with no disclosed holdings. No trading signal. Monitor future Form 4 filings for any open-market purchases or sales by Hollander, which would…
All MANE filing & press-release reports (13)
- 8-K reportOct 19, 2026
- SC 13G reportOct 13, 2026
- CLUSTER reportAug 21, 2026
- 3 reportAug 20, 2026
- CLUSTER reportAug 18, 2026
- 8-K reportAug 11, 2026
- S-1 reportAug 7, 2026
- INST-CLUSTER reportAug 7, 2026
- 8-K reportJul 15, 2026
- 8-K reportMay 12, 2026
- 8-K reportMay 1, 2026
- 8-K reportApr 27, 2026
- 8-K reportApr 27, 2026