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Neurogene Inc. (NGNE)

USD39.32 +0.24 (+0.61%)
US NASDAQ Healthcare Biotechnology
Address 535 W 24th Street 10011
New York City, NY, US
CEO Rachel L. McMinn
IPO 2014-03-07
CIK 1404644 ISIN US64135M1053

Explore sections of this company profile

Description

Neurogene Inc. is dedicated to engineering transformative genetic treatments for individuals and their families grappling with debilitating neurological conditions. Its current pipeline prominently features two key investigational therapies: NGN-401, an AAV9 gene therapy specifically targeting Rett syndrome, and NGN-101, which is being developed to address neuronal ceroid lipofuscinosis subtype 5 (Batten disease). The company's operations are based in New York, New York.

News Sentiment (7d)
32 Negative

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD39.32 +0.24 (+0.61%)
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Volume Profile
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Liquidity & share structure
Average Volume
183.0K
Beta
1.96
Float Shares
12.37M
Free Float %
79.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.42% +7.06% +69.19% +87.69% +23.14% +58.35% +110.32% +88.55% -84.30% -75.14% -86.35%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Buy
Price Targets & DCF
Current price
39.32
Low 69.00 +75.5%
Consensus 69.00 +75.5%
Median 69.00 +75.5%
High 69.00 +75.5%
DCF (Unlevered) 4.36 -88.9%
DCF (Levered) 4.44 -88.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 9 +1
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
69.00
+75.5%
Last Quarter 1
69.00
+75.5%
Last Year 2
57.00
+45.0%
All Time 13
49.85
+26.8%
Quality scores
Altman Z-Score
9.35
Safe zone
Piotroski F-Score
1 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
    -100.0%
  • EPS growth Biotechnology: +29.7%
    +0.9% Q1'26: -28.7% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
  • EBIT margin Biotechnology: +0.0%
  • ROIC Biotechnology: -16.1%
    -1,790.3% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +20.5% Q1'26: +6.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.10× Q1'26: -0.07× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.08) × ERP
WACC = 99% × Ke + 1% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4.36 Current price: 39.32
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2018
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
7 EPS Ana.
Dec 2027
4 EPS Ana.
Dec 2028
4 Rev. Ana.
4 EPS Ana.
Dec 2029
3 Rev. Ana.
2 EPS Ana.
Dec 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
25.00M
est: 25.00M (+0.0%)
925.0K
est: 905.0K (+2.2%)
462.5K
462.5K – 462.5K
— – —
-100.0% YoY
80.43M
80.43M – 80.43M
137.95M
137.95M – 137.95M
+71.5% YoY
406.30M
406.30M – 406.30M
+194.5% YoY
EBITDA
-31.58M
est: 15.00M (-310.5%)
-71.89M
est: 543.0K (-13,338.5%)
-103.33M
277.5K
277.5K – 277.5K
— – —
-100.0% YoY
48.26M
48.26M – 48.26M
82.77M
82.77M – 82.77M
+71.5% YoY
243.78M
243.78M – 243.78M
+194.5% YoY
EBIT
-31.58M
est: 15.00M (-310.5%)
-75.13M
est: 543.0K (-13,936.5%)
-103.21M
277.5K
277.5K – 277.5K
— – —
-100.0% YoY
48.26M
48.26M – 48.26M
82.77M
82.77M – 82.77M
+71.5% YoY
243.78M
243.78M – 243.78M
+194.5% YoY
Net Income
-31.59M
est: -470.80M (+93.3%)
-75.14M
est: -80.87M (+7.1%)
-90.35M
est: -90.35M (+0.0%)
-118.60M
-149.84M – -85.39M
-31.3% YoY
-127.70M
-131.77M – -94.98M
-7.7% YoY
-83.32M
-180.56M – 14.52M
+34.8% YoY
-30.22M
-30.22M – -30.22M
+63.7% YoY
144.65M
144.65M – 144.65M
+578.7% YoY
SGA
15.74M
est: 142.23M (-88.9%)
22.61M
est: 5.15M (+339.2%)
25.13M
2.63M
2.63M – 2.63M
— – —
-100.0% YoY
457.61M
457.61M – 457.61M
784.85M
784.85M – 784.85M
+71.5% YoY
2.31B
2.31B – 2.31B
+194.5% YoY
EPS
-1.34
est: -26.80 (+95.0%)
-4.28
est: -4.26 (-0.5%)
-4.24
est: -4.32 (+1.9%)
-5.19
-7.08 – -4.03
-20.1% YoY
-5.42
-6.22 – -4.49
-4.4% YoY
-4.24
-8.53 – 0.69
+21.7% YoY
-1.43
-1.43 – -1.43
+66.4% YoY
6.83
6.83 – 6.83
+578.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-08 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-07 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 C+ 2/5 3/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C+ 2/5 3/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-324.59M
OE per share TTM
-15.72
Owner's Yield
-67.84%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
13,355.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
30
Total invested
36.15M
Insider transactions (90d)
3
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 1.39M 10.70% 1.39M 1.39M HC Delaware 2024-07-08
2 RTW Investments, LP 1.14M 8.70% 1.14M IA, PN Delaware 2024-11-14
3 Roderick Wong, M.D. 1.14M 8.70% 1.14M HC, IN Delaware 2024-11-14
4 Casdin Capital, LLC 1.02M 6.90% 1.02M 1.02M IA Delaware 2024-11-08
5 Eli Casdin 1.02M 6.90% 1.02M 1.02M HC, IN Delaware 2024-11-08
6 Casdin Partners GP, LLC 804.3K 5.40% 804.3K 804.3K OO Delaware 2024-11-08
7 Casdin Partners Master Fund, L.P. 804.3K 5.40% 804.3K 804.3K PN Delaware 2024-11-08
8 Capital LP 800.0K 5.40% 800.0K 800.0K IA Delaware, USA 2024-12-11
9 Capital Master LP 800.0K 5.40% 800.0K 800.0K OO Delaware, USA 2024-12-11
10 Abigail P. Johnson 731.8K 5.63% 731.8K IN Delaware 2024-11-12
11 FMR LLC 731.8K 5.63% 731.8K 731.8K HC Delaware 2024-11-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
30
-64 vs prev Q
New positions
7
Closed positions
71
Increased
23
Reduced
5
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 785.0K +785.0K (+100.0%) 16.17B +16.2B (+100.0%) 3.71% +3.708 pp 4.00% +3.995 pp USD20.60 +0.0% 1 qtrs NEW
2 SAMSARA BIOCAPITAL, LLC 1.72M +— (+0.0%) 35.37M +5.6M (+18.9%) 8.11% -0.044 pp 3.65% -0.236 pp USD20.29 +1.5% 9 qtrs
3 REDMILE GROUP, LLC 1.46M +160.6K (+12.4%) 30.07M +7.6M (+33.6%) 6.90% +0.726 pp 2.21% +0.024 pp USD21.35 -3.5% 9 qtrs
4 RTW INVESTMENTS, LP 1.36M +— (+0.0%) 28.07M +4.5M (+18.9%) 6.44% -0.035 pp 0.28% -0.010 pp USD41.10 -49.9% 8 qtrs
5 CASDIN CAPITAL, LLC 1.30M +— (+0.0%) 26.68M +4.2M (+18.9%) 6.12% -0.033 pp 1.66% -0.214 pp USD21.45 -4.0% 9 qtrs
6 ECOR1 CAPITAL, LLC 1.27M +— (+0.0%) 26.19M +4.2M (+18.9%) 6.01% -0.032 pp 1.19% +0.131 pp USD19.38 +6.3% 9 qtrs
7 BAKER BROS. ADVISORS LP 991.7K +— (+0.0%) 20.43M +3.2M (+18.9%) 4.68% -0.025 pp 0.12% -0.005 pp USD15.75 +30.8% 9 qtrs
8 BLACKROCK, INC. 945.6K -5.5K (-0.6%) 19.48M +3.0M (+18.2%) 4.47% -0.050 pp 0.00% +0.000 pp USD40.14 -48.7% 6 qtrs
9 TORONTO DOMINION BANK 681.3K +— (+0.0%) 14.04M +2.2M (+18.9%) 3.22% -0.017 pp 0.02% +0.002 pp USD13.81 +49.2% 4 qtrs
10 VANGUARD GROUP INC 656.6K +52.0K (+8.6%) 13.53M +3.0M (+29.1%) 3.10% +0.230 pp 0.00% +0.000 pp USD39.47 -47.8% 9 qtrs
11 BALYASNY ASSET MANAGEMENT L.P. 608.6K -90.4K (-12.9%) 12.54M +423.0K (+3.5%) 2.87% -0.445 pp 0.02% +0.001 pp USD17.33 +18.9% 2 qtrs
12 ARROWMARK COLORADO HOLDINGS LLC 577.5K -18.3K (-3.1%) 11.90M +1.6M (+15.2%) 2.73% -0.102 pp 0.26% +0.070 pp USD18.63 +10.6% 9 qtrs
13 JENNISON ASSOCIATES LLC 533.1K +139.0K (+35.3%) 10.98M +4.2M (+60.8%) 2.52% +0.647 pp 0.01% +0.003 pp USD20.90 -1.4% 6 qtrs
14 MORGAN STANLEY 371.2K -55.4K (-13.0%) 7.65M +253.6K (+3.4%) 1.75% -0.273 pp 0.00% +0.000 pp USD22.19 -7.2% 9 qtrs
15 CITADEL ADVISORS LLC 364.2K +364.2K (+100.0%) 7.50M +7.5M (+100.0%) 1.72% +1.721 pp 0.00% +0.001 pp USD20.60 +0.0% 1 qtrs NEW
16 GREAT POINT PARTNERS LLC 350.0K -96.8K (-21.7%) 7.21M -533.3K (-6.9%) 1.65% -0.469 pp 2.34% -0.855 pp USD19.05 +8.1% 9 qtrs
17 STATE STREET CORP 307.8K +99.5K (+47.8%) 6.34M +2.7M (+75.6%) 1.45% +0.465 pp 0.00% +0.000 pp USD34.36 -40.0% 8 qtrs
18 GEODE CAPITAL MANAGEMENT, LLC 249.7K +3.3K (+1.3%) 5.14M +873.1K (+20.4%) 1.18% +0.009 pp 0.00% +0.000 pp USD37.37 -44.9% 9 qtrs
19 LOGOS GLOBAL MANAGEMENT LP 195.0K +195.0K (+100.0%) 4.02M +4.0M (+100.0%) 0.92% +0.921 pp 0.24% +0.243 pp USD20.60 +0.0% 1 qtrs NEW
20 BLAIR WILLIAM & CO/IL 163.7K +21.8K (+15.4%) 3.37M +913.6K (+37.2%) 0.77% +0.100 pp 0.01% +0.003 pp USD16.95 +21.5% 5 qtrs
21 GOLDMAN SACHS GROUP INC 162.0K +89.2K (+122.5%) 3.34M +2.1M (+164.5%) 0.77% +0.420 pp 0.00% +0.000 pp USD21.92 -6.0% 8 qtrs
22 UBS GROUP AG 154.1K -73.6K (-32.3%) 3.17M -771.4K (-19.5%) 0.73% -0.353 pp 0.00% 0.000 pp USD22.08 -6.7% 9 qtrs
23 FMR LLC 130.3K +14.8K (+12.8%) 2.68M +682.3K (+34.1%) 0.62% +0.067 pp 0.00% +0.000 pp USD36.65 -43.8% 7 qtrs
24 ROCK SPRINGS CAPITAL MANAGEMENT LP 104.3K +— (+0.0%) 2.15M +341.2K (+18.9%) 0.49% -0.003 pp 0.11% +0.005 pp USD21.91 -6.0% 5 qtrs
25 DEUTSCHE BANK AG\ 85.6K -66.7K (-43.8%) 1.76M -876.3K (-33.2%) 0.40% -0.319 pp 0.00% 0.000 pp USD42.00 -51.0% 8 qtrs
26 NORTHERN TRUST CORP 85.6K -4.5K (-5.0%) 1.76M +201.1K (+12.9%) 0.40% -0.024 pp 0.00% +0.000 pp USD39.17 -47.4% 8 qtrs
27 WOODLINE PARTNERS LP 83.8K +— (+0.0%) 1.73M +274.1K (+18.9%) 0.40% -0.002 pp 0.01% 0.000 pp USD41.74 -50.6% 6 qtrs
28 MILLENNIUM MANAGEMENT LLC 71.3K -176.5K (-71.2%) 1.47M -2.8M (-65.8%) 0.34% -0.840 pp 0.00% -0.001 pp USD13.29 +55.0% 8 qtrs
29 SCHRODER INVESTMENT MANAGEMENT GROUP 52.3K +22.1K (+73.3%) 1.16M +621.9K (+116.4%) 0.25% +0.104 pp 0.00% +0.001 pp USD17.34 +18.8% 3 qtrs
30 RAIFFEISEN BANK INTERNATIONAL AG 42.0K +8.0K (+23.5%) 928.6K +326.5K (+54.2%) 0.20% +0.037 pp 0.01% +0.004 pp USD18.19 +13.2% 5 qtrs
31 TREXQUANT INVESTMENT LP 43.3K +3.8K (+9.7%) 892.5K +208.2K (+30.4%) 0.20% +0.017 pp 0.01% +0.001 pp USD17.62 +16.9% 2 qtrs
32 BANK OF AMERICA CORP /DE/ 41.8K +1.2K (+3.0%) 860.2K +157.5K (+22.4%) 0.20% +0.005 pp 0.00% +0.000 pp USD18.41 +11.9% 9 qtrs
33 D. E. SHAW & CO., INC. 40.3K +40.3K (+100.0%) 831.1K +831.1K (+100.0%) 0.19% +0.191 pp 0.00% +0.001 pp USD20.60 +0.0% 1 qtrs NEW
34 WALLEYE CAPITAL LLC 36.1K +36.1K (+100.0%) 743.7K +743.7K (+100.0%) 0.17% +0.171 pp 0.00% +0.002 pp USD20.60 +0.0% 1 qtrs NEW
35 DRIEHAUS CAPITAL MANAGEMENT LLC 32.8K +— (+0.0%) 675.0K +107.1K (+18.9%) 0.15% -0.001 pp 0.00% +0.001 pp USD43.37 -52.5% 8 qtrs
36 SQUAREPOINT OPS LLC 32.5K +32.5K (+100.0%) 669.3K +669.3K (+100.0%) 0.15% +0.154 pp 0.00% +0.001 pp USD20.60 +0.0% 1 qtrs NEW
37 ADAR1 CAPITAL MANAGEMENT, LLC 30.6K +— (+0.0%) 631.0K +100.2K (+18.9%) 0.14% -0.001 pp 0.05% -0.004 pp USD12.07 +70.7% 9 qtrs
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30.0K +— (+0.0%) 617.2K +98.0K (+18.9%) 0.14% -0.001 pp 0.00% +0.000 pp USD38.49 -46.5% 8 qtrs
39 EXODUSPOINT CAPITAL MANAGEMENT, LP 29.1K -3.4K (-10.5%) 599.9K +36.3K (+6.4%) 0.14% -0.017 pp 0.00% -0.001 pp USD17.33 +18.9% 2 qtrs
40 DAFNA CAPITAL MANAGEMENT LLC 28.0K -2.4K (-7.9%) 576.3K +49.9K (+9.5%) 0.13% -0.012 pp 0.13% +0.004 pp USD25.54 -19.3% 7 qtrs
41 SCHONFELD STRATEGIC ADVISORS LLC 27.9K +27.9K (+100.0%) 574.6K +574.6K (+100.0%) 0.13% +0.132 pp 0.00% +0.003 pp USD20.60 +0.0% 1 qtrs NEW
42 LOS ANGELES CAPITAL MANAGEMENT LLC 14.5K +14.5K (+100.0%) 481.5K +481.5K (+100.0%) 0.07% +0.069 pp 0.00% +0.002 pp USD20.60 +0.0% 1 qtrs NEW
43 BANK OF NEW YORK MELLON CORP 23.1K -1.6K (-6.3%) 475.7K +48.5K (+11.4%) 0.11% -0.008 pp 0.00% +0.000 pp USD37.68 -45.3% 7 qtrs
44 NUVEEN, LLC 21.1K +— (+0.0%) 434.5K +69.0K (+18.9%) 0.10% -0.001 pp 0.00% +0.000 pp USD11.71 +75.9% 4 qtrs
45 AMERICAN CENTURY COMPANIES INC 17.6K +3.9K (+28.8%) 361.7K +125.5K (+53.1%) 0.08% +0.018 pp 0.00% +0.000 pp USD18.06 +14.1% 2 qtrs
46 BARCLAYS PLC 15.4K +516.0 (+3.5%) 316.7K -306.8K (-49.2%) 0.07% +0.002 pp 0.00% 0.000 pp USD34.28 -39.9% 8 qtrs
47 JANE STREET GROUP, LLC 15.1K -47.3K (-75.8%) 311.2K -770.4K (-71.2%) 0.07% -0.225 pp 0.00% 0.000 pp USD17.33 +18.9% 2 qtrs
48 RENAISSANCE TECHNOLOGIES LLC 14.0K +14.0K (+100.0%) 288.4K +288.4K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD20.60 +0.0% 1 qtrs NEW
49 RHUMBLINE ADVISERS 13.4K -1.7K (-11.1%) 275.7K +14.7K (+5.6%) 0.06% -0.008 pp 0.00% +0.000 pp USD39.20 -47.4% 7 qtrs
50 ALPS ADVISORS INC 12.7K +12.7K (+100.0%) 262.1K +262.1K (+100.0%) 0.06% +0.060 pp 0.00% +0.002 pp USD20.60 +0.0% 1 qtrs NEW
51 VIRTUS INVESTMENT ADVISERS, INC. 12.7K +7.1K (+128.0%) 262.0K +165.3K (+171.0%) 0.06% +0.034 pp 0.07% +0.044 pp USD17.13 +20.3% 4 qtrs
52 TWO SIGMA INVESTMENTS, LP 12.0K -8.6K (-41.7%) 247.0K -109.1K (-30.6%) 0.06% -0.041 pp 0.00% 0.000 pp USD19.13 +7.7% 5 qtrs
53 DIMENSIONAL FUND ADVISORS LP 11.4K +11.4K (+100.0%) 235.0K +235.0K (+100.0%) 0.05% +0.054 pp 0.00% +0.000 pp USD20.60 +0.0% 1 qtrs NEW
54 WELLS FARGO & COMPANY/MN 11.0K +3.4K (+45.2%) 227.4K +95.7K (+72.6%) 0.05% +0.016 pp 0.00% +0.000 pp USD26.26 -21.6% 9 qtrs
55 BRIDGEWAY CAPITAL MANAGEMENT, LLC 10.8K +— (+0.0%) 222.1K +35.3K (+18.9%) 0.05% 0.000 pp 0.00% +0.001 pp USD17.33 +18.9% 2 qtrs
56 ALLIANCEBERNSTEIN L.P. 10.6K +— (+0.0%) 217.7K +34.6K (+18.9%) 0.05% 0.000 pp 0.00% +0.000 pp USD14.95 +37.8% 3 qtrs
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10.0K -13.3K (-57.1%) 206.0K -197.8K (-49.0%) 0.05% -0.063 pp 0.00% +0.000 pp USD15.70 +31.2% 5 qtrs
58 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 8.2K +8.2K (+100.0%) 165.2K +165.2K (+100.0%) 0.04% +0.039 pp 0.00% +0.000 pp USD20.60 +0.0% 1 qtrs NEW
59 QUEST PARTNERS LLC 7.2K -9.2K (-56.2%) 148.6K -136.5K (-47.9%) 0.03% -0.044 pp 0.01% -0.010 pp USD15.58 +32.2% 7 qtrs
60 METLIFE INVESTMENT MANAGEMENT, LLC 5.9K +— (+0.0%) 122.2K +19.4K (+18.9%) 0.03% 0.000 pp 0.00% +0.000 pp USD41.96 -50.9% 6 qtrs
61 JPMORGAN CHASE & CO 5.4K -200.0 (-3.6%) 110.5K +14.1K (+14.6%) 0.03% -0.001 pp 0.00% +0.000 pp USD23.03 -10.6% 9 qtrs
62 PNC FINANCIAL SERVICES GROUP, INC. 5.1K +69.0 (+1.4%) 105.6K +18.0K (+20.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD19.85 +3.8% 5 qtrs
63 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 4.6K -34.0 (-0.7%) 94.6K +14.4K (+18.0%) 0.02% 0.000 pp 0.00% +0.000 pp USD36.75 -43.9% 6 qtrs
64 NEW YORK STATE COMMON RETIREMENT FUND 4.2K +— (+0.0%) 86.5K +13.7K (+18.9%) 0.02% 0.000 pp 0.00% +0.000 pp USD40.62 -49.3% 7 qtrs
65 DAIWA SECURITIES GROUP INC. 3.2K +3.2K (+100.0%) 66.0K +66.0K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD20.60 +0.0% 1 qtrs NEW
66 CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. 2.5K +22.0 (+0.9%) 52.0K +8.6K (+19.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD22.84 -9.8% 5 qtrs
67 BNP PARIBAS ARBITRAGE, SNC 2.4K +357.0 (+17.3%) 49.9K +14.1K (+39.4%) 0.01% +0.002 pp 0.00% +0.000 pp USD25.82 -20.2% 7 qtrs
68 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 2.0K -1.1K (-35.9%) 41.5K -13.0K (-23.8%) 0.01% -0.005 pp 0.00% 0.000 pp USD20.98 -1.8% 5 qtrs
69 TOWER RESEARCH CAPITAL LLC (TRC) 1.2K +66.0 (+5.7%) 25.4K +5.2K (+25.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD23.58 -12.6% 6 qtrs
70 AMERITAS INVESTMENT PARTNERS, INC. 1.0K +— (+0.0%) 20.8K +3.3K (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD40.62 -49.3% 7 qtrs
71 LEGAL & GENERAL GROUP PLC 898.00 +— (+0.0%) 18.5K +2.9K (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD35.73 -42.3% 7 qtrs
72 RUSSELL INVESTMENTS GROUP, LTD. 856.00 +— (+0.0%) 17.6K +2.8K (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD17.21 +19.7% 3 qtrs
73 CITIGROUP INC 754.00 +365.0 (+93.8%) 15.5K +8.8K (+130.4%) 0.00% +0.002 pp 0.00% +0.000 pp USD30.68 -32.9% 8 qtrs
74 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 753.00 +201.0 (+36.4%) 15.5K +5.9K (+62.2%) 0.00% +0.001 pp 0.00% +0.000 pp USD21.62 -4.7% 5 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 606.00 -11.0 (-1.8%) 12.5K +1.8K (+16.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD40.62 -49.3% 7 qtrs
76 STERLING CAPITAL MANAGEMENT LLC 567.00 -112.0 (-16.5%) 11.7K -87.0 (-0.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD17.97 +14.6% 6 qtrs
77 ROYAL BANK OF CANADA 430.00 +19.0 (+4.6%) 9.0K +2.0K (+28.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD26.65 -22.7% 9 qtrs
78 GAMMA INVESTING LLC 408.00 -109.0 (-21.1%) 8.4K -555.0 (-6.2%) 0.00% -0.001 pp 0.00% 0.000 pp USD16.51 +24.8% 5 qtrs
79 GF FUND MANAGEMENT CO. LTD. 302.00 -14.0 (-4.4%) 6.2K +745.0 (+13.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD21.16 -2.6% 5 qtrs
80 AMALGAMATED BANK 309.00 -47.0 (-13.2%) 6.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD40.61 -49.3% 7 qtrs
81 US BANCORP \DE\ 163.00 +152.0 (+1,381.8%) 3.4K +3.2K (+1,658.1%) 0.00% +0.001 pp 0.00% +0.000 pp USD21.94 -6.1% 9 qtrs
82 CWM, LLC 154.00 -20.0 (-11.5%) 3.0K +— (+0.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD15.25 +35.1% 3 qtrs
83 SIMPLEX TRADING, LLC 62.00 -1.2K (-95.0%) 1.3K -19.7K (-93.9%) 0.00% -0.006 pp 0.00% +0.000 pp USD13.34 +54.4% 4 qtrs
84 OPTIVER HOLDING B.V. 61.00 -15.0 (-19.7%) 1.3K -60.0 (-4.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD17.33 +18.9% 2 qtrs
85 TRUVESTMENTS CAPITAL LLC 46.00 +— (+0.0%) 948.00 +151.0 (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD41.96 -50.9% 9 qtrs
86 NISA INVESTMENT ADVISORS, LLC 45.00 +— (+0.0%) 927.00 +147.0 (+18.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.69 +76.2% 6 qtrs
87 SAGEVIEW ADVISORY GROUP, LLC 45.00 +45.0 (+100.0%) 927.00 +927.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.60 +0.0% 1 qtrs NEW
88 EVERSOURCE WEALTH ADVISORS, LLC 44.00 +— (+0.0%) 907.00 +145.0 (+19.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.11 +36.3% 4 qtrs
89 ROTHSCHILD INVESTMENT LLC 40.00 +— (+0.0%) 824.00 +131.0 (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.93 +38.0% 3 qtrs
90 VERSANT CAPITAL MANAGEMENT, INC 33.00 +— (+0.0%) 680.00 +108.0 (+18.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.94 +37.9% 3 qtrs
91 SBI SECURITIES CO., LTD. 25.00 -2.0 (-7.4%) 515.00 +47.0 (+10.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.44 +6.0% 5 qtrs
92 NATIONAL BANK OF CANADA /FI/ 8.00 +— (+0.0%) 164.00 +25.0 (+18.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.63 +77.1% 9 qtrs
93 SRS CAPITAL ADVISORS, INC. 2.00 -14.0 (-87.5%) 41.00 -236.0 (-85.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD17.00 +21.2% 2 qtrs
94 FARTHER FINANCE ADVISORS, LLC -597.0 (-100.0%) -10.3K (-100.0%) 0.00% -0.003 pp 0.00% 0.000 pp USD 9 qtrs SOLD
95 POINT72 ASSET MANAGEMENT, L.P. -7.7K (-100.0%) -132.9K (-100.0%) 0.00% -0.036 pp 0.00% 0.000 pp USD 2 qtrs SOLD
96 QUADRATURE CAPITAL LTD -16.8K (-100.0%) -292.0K (-100.0%) 0.00% -0.080 pp 0.00% -0.004 pp USD 2 qtrs SOLD
97 BREVAN HOWARD CAPITAL MANAGEMENT LP -12.9K (-100.0%) -223.2K (-100.0%) 0.00% -0.061 pp 0.00% -0.001 pp USD 2 qtrs SOLD
98 BESSEMER GROUP INC -87.0 (-100.0%) -2.0K (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
99 XTX TOPCO LTD -12.0K (-100.0%) -208.0K (-100.0%) 0.00% -0.057 pp 0.00% -0.011 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 61 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Virtus Biotech Clinical Trials ETF BBC 0.84% 482.5K 0.65%
2 ALPS Medical Breakthroughs ETF SBIO 0.32% 683.8K 0.50%
3 Franklin Genomic Advancements ETF HELX 0.28% 84.1K 0.50%
4 Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C XS2D.L 0.13% 820.0K 0.60%
5 iShares Micro-Cap ETF IWC 0.10% 1.49M 0.60%
6 Fidelity Enhanced Small Cap ETF FESM 0.06% 3.64M 0.28%
7 Invesco NASDAQ Biotech UCITS ETF SBIO.L 0.04% 199.5K 0.40%
8 Invesco Nasdaq Biotechnology ETF IBBQ 0.04% 32.1K 0.19%
9 iShares Nasdaq US Biotechnology UCITS ETF BTEE.L 0.04% 29.1K 0.35%
10 iShares Nasdaq US Biotechnology UCITS ETF BTEC.L 0.04% 435.3K 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
3.00
Bullish
Buys
1
Sells
2
Shares acquired
120.0K
Shares disposed
9.6K
Cash buys
Cash sales
2.00
Net activity
+110,400
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-06 Cvijic Christine Mikail Director / Officer S-Sale D Common Stock 4,800 30.07 144.4K 98,440 D
2026-05-05 Shafer Christina Officer A-Award A Non-Qualified Stock Option (right to buy) 120,000 28.94 3.47M 120,000 D
2026-04-20 Shafer Christina Officer 0 0.00 0
2026-03-26 McMinn Rachel Director / Officer S-Sale D Common Stock 3,352 22.07 74.0K 1,344,307 D
2026-03-26 Jordan Julie Officer S-Sale D Common Stock 828 21.89 18.1K 12,472 D
2026-03-26 Cvijic Christine Mikail Officer S-Sale D Common Stock 2,558 21.62 55.3K 103,240 D
2026-03-13 Cvijic Christine Mikail Officer S-Sale D Common Stock 2,387 20.42 48.7K 107,456 D
2026-03-13 Cobb Stuart Officer S-Sale D Common Stock 148 22.08 3.3K 30,497 D
2026-02-27 Cvijic Christine Mikail Officer S-Sale D Common Stock 4,800 25.11 120.5K 109,843 D
2026-02-20 Woods Keith Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 17.64 212.6K 12,050 D
2026-02-20 PALEKAR ROHAN Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 17.64 212.6K 12,050 D
2026-02-20 Noonberg Sarah B. Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 17.64 212.6K 12,050 D
2026-02-20 McMinn Rachel Director / Officer A-Award A Stock Option (Right to Buy) 155,100 17.64 2.74M 155,100 D
2026-02-20 Jordan Julie Officer A-Award A Stock Option (Right to Buy) 29,600 17.64 522.1K 29,600 D
2026-02-20 Freedland Cory S. Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 17.64 212.6K 12,050 D
2026-02-20 Cvijic Christine Mikail Officer A-Award A Common Stock 22,000 0.00 114,643 D
2026-02-20 Cobb Stuart Officer A-Award A Common Stock 16,500 0.00 37,294 D
2026-02-20 BAFFI ROBERT Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 17.64 212.6K 12,050 D
2025-06-12 Woods Robert Keith Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 20.40 245.8K 12,050 D
2025-06-12 PALEKAR ROHAN Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 20.40 245.8K 12,050 D
2025-06-12 Noonberg Sarah B. Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 20.40 245.8K 12,050 D
2025-06-12 Freedland Cory S. Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 20.40 245.8K 12,050 D
2025-06-12 BAFFI ROBERT Director A-Award A Non-Qualified Stock Option (right to buy) 12,050 20.40 245.8K 12,050 D
2025-05-14 Cobb Stuart Officer S-Sale D Common Stock 6,797 15.15 103.0K 20,794 D
2025-03-26 McMinn Rachel Director / Officer A-Award A Common Stock 23,900 0.00 1,274,259 D
2025-03-26 Jordan Julie Officer A-Award A Employee Stock Option (Right to buy) 50,300 16.14 811.8K 50,300 D
2025-03-26 Cvijic Christine Mikail Officer A-Award A Common Stock 20,300 0.00 92,643 D
2025-03-26 Cobb Stuart Officer A-Award A Employee Stock Option (Right to buy) 42,900 16.14 692.4K 42,900 D
2025-03-13 Cvijic Christine Mikail Officer S-Sale D Common Stock 4,501 16.94 76.2K 72,343 D
2024-11-26 Samsara BioCapital GP, LLC 10% Owner P-Purchase A Common Stock 15,219 26.73 406.8K 1,715,127 I
2024-11-25 Samsara BioCapital GP, LLC 10% Owner Pre-Funded Warrants (Right to Buy) 20,000 0.00 20.00 0 I
2024-11-22 McMinn Rachel Director / Officer P-Purchase A Common Stock 47,500 20.40 969.0K 1,297,859 D
2024-11-22 Cvijic Christine Mikail Officer P-Purchase A Common Stock 24,000 20.48 491.4K 76,844 D
2024-06-14 Woods Robert Keith Director A-Award A Stock Option (Right to Buy) 7,700 42.59 327.9K 7,700
2024-06-14 PALEKAR ROHAN Director A-Award A Stock Option (Right to Buy) 7,700 42.59 327.9K 7,700
2024-06-14 Noonberg Sarah B. Director A-Award A Stock Option (Right to Buy) 7,700 42.59 327.9K 7,700
2024-06-14 Freedland Cory S. Director A-Award A Stock Option (Right to Buy) 7,700 42.59 327.9K 7,700
2024-06-14 BAFFI ROBERT Director A-Award A Stock Option (Right to Buy) 7,700 42.59 327.9K 7,700
2024-03-13 McMinn Rachel Director / Officer A-Award A Employee Stock Option (Right to buy) 93,282 36.06 3.36M 93,282
2024-03-13 Cvijic Christine Mikail Officer A-Award A Employee Stock Option (Right to buy) 53,900 36.06 1.94M 53,900
2024-03-13 Cobb Stuart Officer A-Award A Stock Option (Right to Buy) 34,450 36.06 1.24M 34,450
2023-12-18 BAKER BROS. ADVISORS LP Director / 10% Owner A-Award A Prefunded Warrants 973,290 0.00 973,290

Executive team

Top executives
Shares Outstanding
15.62M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2023 Donna Cochener Former Interim Chief Executive Officer and General Counsel 423.6K 219.4K 264.9K 919.5K 1.83M 0.00%
2 2023 Sean Smith Former Interim Chief Financial Officer 384.1K 159.2K 192.2K 1.07M 1.81M 0.00%
3 2023 Christine Mikail President and Chief Financial Officer 455.8K 167.5K 509.2K 1.13M 44.96%
4 2023 Rachel McMinn Founder and Chief Executive Officer 467.9K 196.5K 404.1K 12.1K 1.08M 37.39%
5 2023 Stuart Cobb Chief Scientific Officer 362.3K 116.5K 305.5K 784.3K 38.95%
6 2023 Jonathan Drachman Former Chief Executive Officer and President 113.5K 436.4K 550.0K 0.00%
7 2022 Donna Cochener Former Interim Chief Executive Officer and General Counsel 291.0K 590.1K 108.2K 4.5K 993.9K 59.38%
8 2022 Jonathan Drachman Former Chief Executive Officer and President 453.0K 251.7K 192.5K 5.0K 902.2K 27.89%
9 2022 Rachel McMinn Founder and Chief Executive Officer 447.7K 206.0K 2.8K 656.5K 0.00%
10 2022 Christine Mikail President and Chief Financial Officer 436.2K 175.6K 611.7K 0.00%
11 2022 Stuart Cobb Chief Scientific Officer 341.3K 117.7K 459.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2025-04-25 DEFA14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 4
2026-05-07 4
2026-04-20 8-K
2026-04-20 3
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2026-04-16 ARS
2026-03-30 4
2026-03-30 4
2026-03-30 4

Executive team

NameTitleCompensationGender
Rachel L. McMinn Founder, Executive Chair & Chief Executive Officer 997.2K
Christine Mikail Cvijic President, CFO & Director 874.1K female
Julie Jordan Chief Medical Officer 696.3K
Stuart Cobb Chief Scientific Officer 478.8K
Ricardo Jimenez Senior Vice President of Technical Operations male
Donna Cochener-Metcalfe Senior Vice President, General Counsel & Corporate Secretary female
Arvind Sreedharan Senior Vice President of Business Operations male
Christina Shafer Chief Commercial Officer female
Andrew E. Mulberg FAAP Senior Vice President of Regulatory Affairs, Quality Assurance & Quality Control
ESG Rating
B
BIOTECHNOLOGY
Rank: 355 out of 710
2025
E (Environmental)
58.6 / 56.3
Company / Sector avg.
S (Social)
62.9 / 62.4
Company / Sector avg.
G (Governance)
63.3 / 60.9
Company / Sector avg.
ESG Total
61.6 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits