SGMT
Sagimet Biosciences Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 10 4 insiders sell $105.5K at $5.36
- S Jul 20 3 insiders sell $719.4K at $7.70
- S Aug 11 to Aug 14 2 days of insider sells: $3.8M by 1 insider, avg $10.22
- E Aug 25 FDA: Sagimet Biosciences Advances AURORA U.S. Phase 3 Trial of…
- A Sep 9 2 analyst actions
- R Sep 30 Sagimet announced positive 52-week results from the Phase 3 open-lab…
- R Sep 30 Sagimet Biosciences priced an underwritten offering of 8,750,010 sha…
- R Oct 1 Sagimet Biosciences closed a $115M underwritten offering of 8.75M sh…
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $4.6M.
- InstitutionsBULLISH
Q2 2026: 24 added (1 new), 6 trimmed or exited. Largest new: Balyasny Asset Management $28.0M.
- AnalystsBULLISH
17 of 19 rate it Buy or better. Median target $27.00 (+182%).
- Short sellersSTEADY
Short interest +9.0% to 11.19M shares. 6.7 days to cover, ≈15.9% of shares.
- TrendDOWNTREND
4% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $50.8M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | $28.0M |
| Woodline Partners LP | DOUBLED | $23.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | DOUBLED | $19.8M |
| FEDERATED HERMES, INC. | DOUBLED | $16.1M |
| STATE STREET CORP | DOUBLED | $15.4M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $11.2M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $5.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
19 analystsPrice is inside the target range. Median implies +182%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 5, 2026 | HC Wainwright & Co. REITERATE | Buy |
| Oct 2, 2026 | Guggenheim MAINTAIN | Buy |
| Oct 1, 2026 | Oppenheimer MAINTAIN | Outperform |
| Oct 1, 2026 | Citizens MAINTAIN | Market Outperform |
| Sep 9, 2026 | Barclays UPGRADE | Overweight |
| Sep 9, 2026 | Cantor Fitzgerald INITIATE | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 14, 2026 | Kemble George Director | EXERCISE | $2.1M |
| Aug 14, 2026 | Kemble George Director | SELL | $3.6M |
| Aug 14, 2026 | Kemble George Director | EXERCISE | $155.0K |
| Aug 11, 2026 | Kemble George Director | EXERCISE | $62.0K |
| Aug 11, 2026 | Kemble George Director | EXERCISE | $66.5K |
| Aug 11, 2026 | Kemble George Director | SELL | $201.1K |
| Jul 20, 2026 | Rozek Elizabeth Chief Legal & Admin. Officer | SELL | $81.8K |
| Jul 20, 2026 | Kemble George Director | SELL | $140.5K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
12 filings · 4 press releases · 3 bullish · 0 bearish · 3 mixed · 6 neutral- NEUTRAL 8-KOct 22, 2026
Sagimet Biosciences filed an 8-K with an updated investor presentation on October 22, 2026. The…
Monitor AURORA Phase 3 topline data in 2H 2027 as the primary catalyst. TVB-3567 Phase 2 initiation before year-end 2026 is a near-term pipeline milestone. The cash runway through mid-2029 reduces…
- NEUTRAL SC 13GOct 7, 2026
Commodore Capital LP filed a Schedule 13G disclosing a 7.6% passive beneficial ownership stake in…
Monitor for any future conversion of the pre-funded warrant into common shares, which would increase the effective stake. As a passive filing, no near-term activist pressure is expected, but the…
- BEARISH PRESS RELEASEOct 1, 2026
Sagimet Biosciences closed a $115M underwritten offering of 8.75M shares of Series A common stock…
The $115M raise provides capital for denifanstat's Phase 3 acne trial and early pipeline work, but the substantial dilution (shares + pre-funded warrants) pressures the stock near-term. Watch for…
- BEARISH PRESS RELEASESep 30, 2026
Sagimet Biosciences priced an underwritten offering of 8,750,010 shares of Series A common stock…
Monitor the Phase 3 acne trial for denifanstat and TVB-3567 Phase 2 topline results as key value drivers. The $115M raise extends cash runway but at substantial dilution — watch for efficacy data…
All SGMT filing & press-release reports (16)
- 8-K reportOct 22, 2026
- SC 13G reportOct 7, 2026
- PRESS-RELEASE reportOct 1, 2026
- PRESS-RELEASE reportSep 30, 2026
- 8-K reportSep 30, 2026
- INST-CLUSTER reportSep 22, 2026
- PRESS-RELEASE reportAug 25, 2026
- 8-K reportAug 11, 2026
- PRESS-RELEASE reportAug 11, 2026
- CLUSTER reportJul 22, 2026
- 8-K reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- 8-K reportApr 27, 2026
- 8-K reportApr 27, 2026
- 8-K reportApr 21, 2026
- PRESS-RELEASE reportMar 11, 2026