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Orchestra BioMed Holdings, Inc. (OBIO)

USD3.69 -0.01 (-0.14%)
US NASDAQ Healthcare Biotechnology
Address 150 Union Square Drive 18938
New Hope, PA, US
CEO David Hochman
IPO 2020-08-04
CIK 1814114 ISIN US68572M1062

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Description

Orchestra BioMed Holdings, Inc. operates as an innovative company in the biomedical sector. Its leading product candidates are BackBeat Cardiac Neuromodulation Therapy (CNT), designed to manage hypertension, and the Virtue Sirolimus AngioInfusion Balloon (SAB), aimed at treating atherosclerotic artery disease. The company's offerings also encompass FreeHold retractors, which are solutions for minimally invasive surgical procedures. Orchestra BioMed has formed key alliances to advance its products: a strategic collaboration with Medtronic focuses on developing and commercializing BackBeat CNT for pacemaker-indicated patients suffering from hypertension. Additionally, a partnership with Terumo Corporation is dedicated to the development and market introduction of Virtue SAB for artery disease. The company's headquarters are located in New Hope, Pennsylvania.

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
USD3.69 -0.01 (-0.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
314.1K
Beta
0.50
Float Shares
40.29M
Free Float %
68.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.84% -1.22% -1.69% +6.28% -8.14% -2.17% +53.21% -76.12% -59.60% -64.39% -64.39%
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 (4 ratings, all time) Buy
Price Targets & DCF
Current price
3.69
Low 12.00 +225.6%
Consensus 12.00 +225.6%
Median 12.00 +225.6%
High 12.00 +225.6%
Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 5 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
12.00
+225.6%
All Time 2
12.00
+225.6%
Quality scores
Altman Z-Score
-2.96
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
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
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
    +1,169.2% Q1'26: -87.3% (vs Q1'25)
  • EPS growth Biotechnology: +29.7%
    +33.1% Q1'26: +32.7% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
    -189.1% Q1'26: -20,320.0% (vs Q1'25)
  • EBIT margin Biotechnology: +0.0%
    -154.7% Q1'26: +0.0% (vs Q1'25)
  • ROIC Biotechnology: -16.1%
    Q1'26: +0.0% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +104,168.4% Q1'26: +163,941.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.03× Q1'26: -0.02× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.52) × ERP
WACC = 100% × Ke + 0% × Kd (68.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 3.69
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 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
6 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
3.53M
est: 4.31M (-17.9%)
2.76M
est: 2.22M (+24.5%)
2.64M
est: 3.21M (-17.8%)
33.48M
est: 3.47M (+865.4%)
1.68M
350.6K – 5.54M
-51.7% YoY
888.3K
482.4K – 1.95M
-47.0% YoY
14.88M
14.87M – 14.88M
+1,575.0% YoY
53.64M
29.13M – 117.72M
+260.5% YoY
111.31M
60.44M – 244.26M
+107.5% YoY
EBITDA
-32.44M
est: -2.58M (-1,155.7%)
-51.22M
est: -1.33M (-3,752.2%)
-63.99M
est: -1.93M (-3,223.1%)
-51.48M
est: -2.08M (-2,373.9%)
-1.01M
-3.32M – -210.4K
+51.7% YoY
-533.0K
-1.17M – -289.4K
+47.0% YoY
-8.93M
-8.93M – -8.92M
-1,575.0% YoY
-32.18M
-70.63M – -17.48M
-260.5% YoY
-66.78M
-146.56M – -36.27M
-107.5% YoY
EBIT
-32.66M
est: -2.58M (-1,164.3%)
-51.51M
est: -1.33M (-3,773.8%)
-64.30M
est: -1.93M (-3,239.1%)
-51.81M
est: -2.08M (-2,389.7%)
-1.01M
-3.32M – -210.4K
+51.7% YoY
-533.0K
-1.17M – -289.4K
+47.0% YoY
-8.93M
-8.93M – -8.92M
-1,575.0% YoY
-32.18M
-70.63M – -17.48M
-260.5% YoY
-66.78M
-146.56M – -36.27M
-107.5% YoY
Net Income
-33.61M
est: -510.34M (+93.4%)
-49.12M
est: -83.51B (+99.9%)
-61.02M
est: -63.64B (+99.9%)
-52.96M
est: -66.48B (+99.9%)
-68.79B
-75.86B – -61.73B
-3.5% YoY
-60.19B
-61.61B – -58.76B
+12.5% YoY
-37.28B
-50.67B – -23.89B
+38.1% YoY
-11.77B
-30.06B – -4.78B
+68.4% YoY
12.67B
5.14B – 32.34B
+207.6% YoY
SGA
13.92M
est: 10.43M (+33.5%)
20.26M
est: 4.88M (+314.9%)
23.93M
est: 7.07M (+238.4%)
26.91M
est: 7.64M (+252.2%)
3.69M
772.6K – 12.21M
-51.7% YoY
1.96M
1.06M – 4.30M
-47.0% YoY
32.79M
32.78M – 32.79M
+1,575.0% YoY
118.20M
64.19M – 259.40M
+260.5% YoY
245.27M
133.19M – 538.25M
+107.5% YoY
EPS
-1.32
est: -13.86 (+90.5%)
-1.48
est: -1.46 (-1.0%)
-1.66
est: -1.66 (-0.2%)
-1.11
est: -1.74 (+36.3%)
-1.77
-1.98 – -1.61
-1.4% YoY
-1.57
-1.60 – -1.53
+10.9% YoY
-1.02
-1.32 – -0.62
+35.4% YoY
-0.31
-0.78 – -0.12
+69.8% YoY
0.33
0.13 – 0.84
+207.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-45.40M
OE per share TTM
-0.59
Owner's Yield
-0.02%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
32.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
17
Total invested
12.88M
Insider transactions (90d)
1
Beneficial owners (>5%)
1
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. 1.94M 5.10% 1.93M 1.94M HC Delaware 2024-11-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
17
-49 vs prev Q
New positions
6
Closed positions
52
Increased
12
Reduced
0
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 RTW INVESTMENTS, LP 8.31M +— (+0.0%) 34.47M +13.9M (+67.3%) 21.63% +0.000 pp 0.35% +0.092 pp USD14.12 -70.6% 12 qtrs
2 PERCEPTIVE ADVISORS LLC 5.13M -165.3K (-3.1%) 21.28M +8.2M (+62.1%) 13.35% -0.431 pp 0.38% +0.000 pp USD10.64 -61.0% 12 qtrs
3 VANGUARD GROUP INC 1.60M +122.7K (+8.3%) 6.66M +3.0M (+81.2%) 4.18% +0.320 pp 0.00% +0.000 pp USD7.52 -44.8% 12 qtrs
4 ALYESKA INVESTMENT GROUP, L.P. 1.00M -365.5K (-26.8%) 4.15M +763.6K (+22.5%) 2.60% -0.952 pp 0.01% +0.002 pp USD2.48 +67.3% 2 qtrs
5 BLACKROCK, INC. 630.9K -33.4K (-5.0%) 2.62M +970.7K (+58.9%) 1.64% -0.087 pp 0.00% +0.000 pp USD5.12 -18.9% 6 qtrs
6 AFFINITY ASSET ADVISORS, LLC 572.8K -154.5K (-21.2%) 2.38M +573.5K (+31.8%) 1.49% -0.402 pp 0.14% -0.022 pp USD2.48 +67.3% 2 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 473.4K +86.6K (+22.4%) 1.97M +1.0M (+104.8%) 1.23% +0.226 pp 0.00% +0.000 pp USD7.66 -45.8% 12 qtrs
8 PRICE T ROWE ASSOCIATES INC /MD/ 364.6K -57.0K (-13.5%) 1.51M +468.0K (+44.7%) 0.95% -0.148 pp 0.00% +0.000 pp USD9.98 -58.4% 13 qtrs
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 263.8K +83.3K (+46.2%) 1.09M +647.2K (+144.6%) 0.69% +0.217 pp 0.00% +0.000 pp USD7.73 -46.3% 12 qtrs
10 KNOTT DAVID M JR 250.0K +55.0K (+28.2%) 1.04M +553.9K (+114.5%) 0.65% +0.143 pp 0.48% +0.285 pp USD2.93 +41.6% 3 qtrs
11 MILLENNIUM MANAGEMENT LLC 243.5K -130.5K (-34.9%) 1.01M +82.9K (+8.9%) 0.63% -0.340 pp 0.00% +0.000 pp USD2.68 +54.9% 5 qtrs
12 683 CAPITAL MANAGEMENT, LLC 204.1K +204.1K (+100.0%) 846.9K +846.9K (+100.0%) 0.53% +0.532 pp 0.04% +0.037 pp USD4.15 +0.0% 1 qtrs NEW
13 JANE STREET GROUP, LLC 173.8K +108.2K (+165.2%) 721.1K +558.6K (+343.8%) 0.45% +0.282 pp 0.00% +0.000 pp USD3.54 +17.2% 3 qtrs
14 MARSHALL WACE, LLP 171.7K +171.7K (+100.0%) 712.5K +712.5K (+100.0%) 0.45% +0.447 pp 0.00% +0.001 pp USD4.15 +0.0% 3 qtrs
15 POINT72 ASSET MANAGEMENT, L.P. 161.9K +161.9K (+100.0%) 672.1K +672.1K (+100.0%) 0.42% +0.422 pp 0.00% +0.001 pp USD4.15 +0.0% 1 qtrs NEW
16 STATE STREET CORP 159.0K +58.3K (+57.9%) 660.0K +410.2K (+164.2%) 0.41% +0.152 pp 0.00% +0.000 pp USD6.55 -36.6% 12 qtrs
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 155.1K +57.0K (+58.1%) 643.8K +400.5K (+164.6%) 0.40% +0.149 pp 0.00% +0.000 pp USD3.48 +19.3% 5 qtrs
18 RENAISSANCE TECHNOLOGIES LLC 151.3K -229.2K (-60.2%) 627.9K -315.8K (-33.5%) 0.39% -0.597 pp 0.00% 0.000 pp USD2.57 +61.5% 3 qtrs
19 GOLDMAN SACHS GROUP INC 134.1K +110.4K (+467.4%) 556.4K +497.8K (+849.5%) 0.35% +0.288 pp 0.00% +0.000 pp USD4.08 +1.7% 6 qtrs
20 DAFNA CAPITAL MANAGEMENT LLC 126.8K -236.8K (-65.1%) 526.4K -375.4K (-41.6%) 0.33% -0.617 pp 0.12% -0.101 pp USD2.48 +67.3% 2 qtrs
21 NORTHERN TRUST CORP 110.9K +8.3K (+8.1%) 460.2K +205.9K (+80.9%) 0.29% +0.022 pp 0.00% +0.000 pp USD7.64 -45.7% 12 qtrs
22 QUBE RESEARCH & TECHNOLOGIES LTD 106.7K +80.8K (+311.6%) 443.0K +378.7K (+588.8%) 0.28% +0.211 pp 0.00% +0.000 pp USD3.74 +11.0% 2 qtrs
23 EXODUSPOINT CAPITAL MANAGEMENT, LP 95.6K +95.6K (+100.0%) 396.9K +396.9K (+100.0%) 0.25% +0.249 pp 0.00% +0.003 pp USD4.15 +0.0% 1 qtrs NEW
24 BARCLAYS PLC 94.5K +62.7K (+197.4%) 392.2K +228.9K (+140.1%) 0.25% +0.163 pp 0.00% +0.000 pp USD3.62 +14.6% 12 qtrs
25 IFP ADVISORS, INC 86.7K +— (+0.0%) 359.8K +144.8K (+67.3%) 0.23% +0.000 pp 0.01% +0.003 pp USD5.06 -18.0% 12 qtrs
26 TWO SIGMA INVESTMENTS, LP 86.6K +86.6K (+100.0%) 359.2K +359.2K (+100.0%) 0.23% +0.225 pp 0.00% +0.001 pp USD4.15 +0.0% 1 qtrs NEW
27 MORGAN STANLEY 81.9K +71.5K (+692.9%) 339.7K +314.1K (+1,226.8%) 0.21% +0.186 pp 0.00% +0.000 pp USD4.44 -6.5% 12 qtrs
28 OMERS ADMINISTRATION CORP 67.1K +67.1K (+100.0%) 278.5K +278.5K (+100.0%) 0.17% +0.175 pp 0.00% +0.002 pp USD4.15 +0.0% 1 qtrs NEW
29 HOLOS INTEGRATED WEALTH LLC 51.6K +— (+0.0%) 222.4K +59.9K (+36.8%) 0.13% +0.000 pp 0.12% +0.029 pp USD4.00 +3.8% 5 qtrs
30 XTX TOPCO LTD 50.4K +15.5K (+44.6%) 209.0K +122.6K (+142.0%) 0.13% +0.041 pp 0.01% +0.001 pp USD3.06 +35.6% 3 qtrs
31 HUDSON BAY CAPITAL MANAGEMENT LP 49.4K +49.4K (+100.0%) 205.1K +205.1K (+100.0%) 0.13% +0.129 pp 0.00% +0.001 pp USD4.15 +0.0% 1 qtrs NEW
32 TD ASSET MANAGEMENT INC 45.7K -47.0K (-50.7%) 189.6K -40.2K (-17.5%) 0.12% -0.122 pp 0.00% +0.000 pp USD14.14 -70.7% 12 qtrs
33 SQUAREPOINT OPS LLC 44.3K +44.3K (+100.0%) 184.0K +184.0K (+100.0%) 0.12% +0.116 pp 0.00% +0.000 pp USD4.15 +0.0% 3 qtrs
34 NEWEDGE ADVISORS, LLC 44.1K +— (+0.0%) 182.9K +73.6K (+67.3%) 0.11% +0.000 pp 0.00% +0.000 pp USD2.68 +54.9% 3 qtrs
35 MANUFACTURERS LIFE INSURANCE COMPANY, THE 32.5K +— (+0.0%) 134.6K +54.0K (+66.9%) 0.08% +0.000 pp 0.00% +0.000 pp USD14.15 -70.7% 12 qtrs
36 CITADEL ADVISORS LLC 30.2K -23.8K (-44.1%) 125.2K -8.7K (-6.5%) 0.08% -0.062 pp 0.00% +0.000 pp USD3.47 +19.6% 6 qtrs
37 30.0K +30.0K (+100.0%) 117.3K +117.3K (+100.0%) 0.08% +0.078 pp 0.05% +0.046 pp USD4.15 +0.0% 1 qtrs NEW
38 TWO SIGMA ADVISERS, LP 27.1K +27.1K (+100.0%) 112.5K +112.5K (+100.0%) 0.07% +0.071 pp 0.00% +0.000 pp USD4.15 +0.0% 1 qtrs NEW
39 BRIDGEWAY CAPITAL MANAGEMENT, LLC 25.0K +— (+0.0%) 103.8K +41.8K (+67.3%) 0.07% +0.000 pp 0.00% +0.001 pp USD2.68 +54.9% 3 qtrs
40 LIGHTHOUSE INVESTMENT PARTNERS, LLC 24.9K +24.9K (+100.0%) 103.3K +103.3K (+100.0%) 0.06% +0.065 pp 0.00% +0.003 pp USD4.15 +0.0% 1 qtrs NEW
41 CRESSET ASSET MANAGEMENT, LLC 20.0K -10.0K (-33.3%) 83.0K +8.6K (+11.6%) 0.05% -0.026 pp 0.00% +0.000 pp USD2.48 +67.3% 2 qtrs
42 CITIGROUP INC 19.5K +19.4K (+47,358.5%) 80.8K +80.6K (+79,067.6%) 0.05% +0.051 pp 0.00% +0.000 pp USD4.15 +0.0% 11 qtrs
43 HIGHTOWER ADVISORS, LLC 18.3K +— (+0.0%) 75.8K +30.5K (+67.3%) 0.05% +0.000 pp 0.00% +0.000 pp USD5.34 -22.3% 10 qtrs
44 BALYASNY ASSET MANAGEMENT L.P. 18.3K +18.3K (+100.0%) 75.8K +75.8K (+100.0%) 0.05% +0.048 pp 0.00% +0.000 pp USD4.15 +0.0% 1 qtrs NEW
45 BANK OF AMERICA CORP /DE/ 17.5K -13.6K (-43.6%) 72.8K -4.4K (-5.6%) 0.05% -0.035 pp 0.00% +0.000 pp USD4.56 -9.0% 11 qtrs
46 BNP PARIBAS ARBITRAGE, SNC 17.0K +16.4K (+2,915.4%) 70.6K +69.2K (+4,945.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD4.13 +0.5% 5 qtrs
47 AQR CAPITAL MANAGEMENT LLC 16.3K -822.0 (-4.8%) 67.6K +25.2K (+59.3%) 0.04% -0.002 pp 0.00% +0.000 pp USD2.48 +67.3% 2 qtrs
48 CREATIVE PLANNING 16.3K -811.0 (-4.7%) 67.6K +25.2K (+59.4%) 0.04% -0.002 pp 0.00% +0.000 pp USD2.66 +56.0% 3 qtrs
49 VIRTU FINANCIAL LLC 13.6K +13.6K (+100.0%) 57.0K +57.0K (+100.0%) 0.04% +0.036 pp 0.00% +0.002 pp USD4.15 +0.0% 1 qtrs NEW
50 ABLE FINANCIAL GROUP, LLC 13.4K +— (+0.0%) 55.6K +22.4K (+67.3%) 0.03% +0.000 pp 0.01% +0.004 pp USD5.14 -19.3% 6 qtrs
51 UBS GROUP AG 11.4K +7.6K (+198.5%) 47.3K +37.8K (+399.6%) 0.03% +0.020 pp 0.00% +0.000 pp USD4.24 -2.1% 11 qtrs
52 GSA CAPITAL PARTNERS LLP 10.8K +10.8K (+100.0%) 45.0K +45.0K (+100.0%) 0.03% +0.028 pp 0.00% +0.004 pp USD4.15 +0.0% 1 qtrs NEW
53 CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD. 9.2K +9.2K (+100.0%) 38.2K +38.2K (+100.0%) 0.02% +0.024 pp 0.00% +0.003 pp USD4.15 +0.0% 1 qtrs NEW
54 CANADA PENSION PLAN INVESTMENT BOARD 7.1K +7.1K (+100.0%) 29.5K +29.5K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD4.15 +0.0% 1 qtrs NEW
55 JPMORGAN CHASE & CO 4.6K +4.1K (+875.7%) 19.0K +17.9K (+1,532.2%) 0.01% +0.011 pp 0.00% +0.000 pp USD4.22 -1.7% 11 qtrs
56 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2.7K +2.7K (+100.0%) 11.4K +11.4K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD4.15 +0.0% 1 qtrs NEW
57 HARBOUR INVESTMENTS, INC. 2.0K +— (+0.0%) 8.3K +3.3K (+67.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD4.00 +3.8% 10 qtrs
58 GF FUND MANAGEMENT CO. LTD. 1.1K +1.1K (+100.0%) 4.6K +4.6K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD4.15 +0.0% 1 qtrs NEW
59 TOWER RESEARCH CAPITAL LLC (TRC) 646.00 +646.0 (+100.0%) 2.7K +2.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD4.15 +0.0% 12 qtrs
60 OPTIVER HOLDING B.V. 312.00 +— (+0.0%) 1.3K +521.0 (+67.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.48 +67.3% 2 qtrs
61 ROYAL BANK OF CANADA 371.00 -6.0K (-94.2%) 1.0K -15.0K (-93.8%) 0.00% -0.016 pp 0.00% +0.000 pp USD2.95 +40.7% 11 qtrs
62 SBI SECURITIES CO., LTD. 6.00 +— (+0.0%) 25.00 +10.0 (+66.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.67 +55.4% 5 qtrs
63 PATHSTONE HOLDINGS, LLC -1.0M (-100.0%) -2.5M (-100.0%) 0.00% -2.620 pp 0.00% -0.010 pp USD 2 qtrs SOLD
64 QUADRATURE CAPITAL LTD -15.6K (-100.0%) -38.5K (-100.0%) 0.00% -0.041 pp 0.00% -0.001 pp USD 2 qtrs SOLD
65 KNOLL CAPITAL MANAGEMENT, LLC -455.1K (-100.0%) -421.2K (-100.0%) 0.00% -1.186 pp 0.00% -0.226 pp USD 3 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 43 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Simplify Propel Opportunities ETF SURI 1.13% 875.4K 2.82%
2 iShares Micro-Cap ETF IWC 0.04% 533.7K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.02% 260.9K 0.20%
4 Invesco NASDAQ Biotech UCITS ETF SBIO.L 0.02% 76.0K 0.40%
5 Invesco Nasdaq Biotechnology ETF IBBQ 0.02% 12.3K 0.19%
6 iShares Nasdaq US Biotechnology UCITS ETF BTEC.L 0.01% 159.4K 0.35%
7 iShares Nasdaq US Biotechnology UCITS ETF BTEE.L 0.01% 10.7K 0.35%
8 iShares Russell 2000 Growth ETF IWO 0.01% 1.50M 0.24%
9 ProShares Ultra Nasdaq Biotechnology BIB 0.01% 8.0K 1.19%
10 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 171.9K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
1.00
Neutral
Buys
1
Sells
2
Shares acquired
1.25M
Shares disposed
1.25M
Cash buys
Cash sales
1.00
Net activity
-32
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
2026-04-27 RTW INVESTMENTS, LP 10% Owner X-InTheMoney A Common Stock 1,250,032 0.00 125.00 9,556,095 I
2026-03-25 Sherman Darren Director / Officer F-InKind D Common Stock, par value $0.0001 per share 33,317 4.57 152.3K 1,204,252 D
2026-03-25 Hochman David P Director / Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 32,438 4.57 148.2K 1,054,029 D
2026-03-25 Aiello Joshua Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 241 4.57 1.1K 18,644 D
2026-03-13 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 10,000 4.29 42.9K 1,086,467 D
2026-02-12 Taylor Andrew Lawrence Officer A-Award A Common Stock, par value $0.0001 per share 181,000 0.00 632,493 D
2026-02-12 Sherman Darren Director / Officer A-Award A Common Stock, par value $0.0001 per share 397,000 0.00 1,237,569 D
2026-02-12 Hochman David P Director / Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 504,000 0.00 1,076,467 D
2026-02-12 Aiello Joshua Officer A-Award A Stock Option (Right to Buy) 70,000 3.82 267.4K 70,000 D
2026-02-05 Cleary Chris Director F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 676 3.71 2.5K 36,901 D
2026-01-28 Sherman Darren Director / Officer A-Award A Stock Option 34,974 2.85 99.7K 34,974 D
2026-01-02 Taylor Andrew Lawrence Officer F-InKind D Common Stock, par value $0.0001 per share 3,452 4.31 14.9K 451,493 D
2026-01-02 Sherman Darren Director / Officer F-InKind D Common Stock, par value $0.0001 per share 5,588 4.31 24.1K 840,569 D
2026-01-02 Aiello Joshua Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 241 4.31 1.0K 18,885 D
2025-12-10 Taylor Andrew Lawrence Officer F-InKind D Common Stock, par value $0.0001 per share 8,670 4.67 40.5K 454,945 D
2025-12-10 Hochman David P Director / Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 40,355 4.67 188.5K 572,467 D
2025-11-25 Taylor Andrew Lawrence Officer F-InKind D Common Stock, par value $0.0001 per share 3,071 5.35 16.4K 463,615 D
2025-11-25 Sherman Darren Director / Officer F-InKind D Common Stock, par value $0.0001 per share 40,340 5.35 215.8K 846,157 D
2025-11-14 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 5,000 4.07 20.4K 612,822 D
2025-11-13 Hochman David P Director / Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 3,283 4.18 13.7K 607,822 D
2025-09-19 Aryeh Jason Director P-Purchase A Common Stock, par value $0.0001 per share 1,000 2.45 2.5K 108,482 D
2025-09-17 Taylor Andrew Lawrence Officer F-InKind D Common Stock, par value $0.0001 per share 16,102 2.46 39.6K 466,686 D
2025-09-17 Hochman David P Director / Officer F-InKind D Common Stock 3,283 2.46 8.1K 446,048 I
2025-09-17 Aiello Joshua Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 203 2.46 499.38 19,126 D
2025-09-03 Sherman Darren Director / Officer F-InKind D Common Stock, par value $0.0001 per share 40,340 2.72 109.7K 886,497 D
2025-08-25 Taylor Andrew Lawrence Officer P-Purchase A Common Stock, par value $0.0001 per share 2,000 2.55 5.1K 482,788 D
2025-08-25 Sherman Darren Director / Officer P-Purchase A Common Stock, par value $0.0001 per share 3,000 2.62 7.9K 926,837 D
2025-08-25 Fain Eric S Director P-Purchase A Common Stock, par value $0.0001 per share 5,760 2.61 15.0K 71,709 I
2025-08-21 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 6,000 2.49 14.9K 651,460 D
2025-08-07 Taylor Andrew Lawrence Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 80,000 0.00 480,788 D
2025-08-07 Sherman Darren Director / Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 120,000 0.00 923,837 D
2025-08-07 Pacitti David Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 15,000 0.00 44,968 D
2025-08-07 Mack John Prosper Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 15,000 0.00 40,286 D
2025-08-07 Hochman David P Director / Officer A-Award A Common Stock 100,000 0.00 449,331 I
2025-08-07 Fain Eric S Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 7,500 0.00 7,500 D
2025-08-07 Connealy Pamela Ann Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 15,000 0.00 48,711 D
2025-08-07 Cleary Chris Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 15,000 0.00 37,577 D
2025-08-07 Aryeh Jason Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 15,000 0.00 107,482 D
2025-08-07 Aiello Joshua Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 15,000 0.00 19,329 D
2025-08-04 RTW INVESTMENTS, LP 10% Owner P-Purchase A Pre-Funded Warrants (Right to Buy) 3,636,363 0.00 363.64 3,636,363 I
2025-08-04 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 20,000 2.75 55.0K 349,331 I
2025-08-01 PERCEPTIVE ADVISORS LLC 10% Owner P-Purchase A Common Stock 700,000 2.75 1.93M 5,292,556 I
2025-06-26 Fain Eric S Director S-Sale D Common Stock, par value $0.0001 per share ("Common Stock") 2,683 3.05 8.2K 50,949 I
2025-06-24 Pacitti David Director A-Award A Stock Option (Right to Buy) 36,797 3.22 118.5K 36,797 D
2025-06-24 Mack John Prosper Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 12,422 0.00 25,286 D
2025-06-24 Fain Eric S Director A-Award A Stock Option (Right to Buy) 36,797 3.22 118.5K 36,797 D
2025-06-24 Connealy Pamela Ann Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 12,422 0.00 33,711 D
2025-06-24 Cleary Chris Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 12,422 0.00 22,577 D
2025-06-24 Aryeh Jason Director A-Award A Stock Option (Right to Buy) 36,797 3.22 118.5K 36,797 D
2025-06-18 Aiello Joshua Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 393 2.99 1.2K 4,329 D
2025-06-11 Taylor Andrew Lawrence Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 28,172 3.14 88.5K 400,788 D
2025-06-11 Hochman David P Director / Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 34,038 3.14 106.9K 545,460 D
2025-05-28 Sherman Darren Director / Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 45,843 2.95 135.2K 803,837 D
2025-04-30 RTW INVESTMENTS, LP 10% Owner P-Purchase A Common Stock 49,900 2.99 149.2K 8,306,063 I
2025-04-29 RTW INVESTMENTS, LP 10% Owner P-Purchase A Common Stock 50,000 2.53 126.5K 8,256,163 I
2025-04-04 Taylor Andrew Lawrence Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 84,000 0.00 428,960 D
2025-04-04 Sherman Darren Director / Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 115,708 0.00 849,680 D
2025-04-04 Hochman David P Director / Officer A-Award A Stock Option (Right to Buy) 147,500 2.76 407.1K 147,500 D
2025-04-04 Aiello Joshua Officer A-Award A Stock Option (Right to Buy) 48,000 2.76 132.5K 48,000 D
2025-03-26 Aiello Joshua Officer F-InKind D Common Stock, par value $0.0001 per share 278 4.38 1.2K 4,722 D
2025-03-07 Hochman David P Director / Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 80,080 4.23 338.7K 499,418 D
2025-02-03 Cleary Chris Director A-Award A Stock Option (Right to Buy) 30,742 5.58 171.5K 30,742 D
2025-01-30 Cleary Chris Director 0 0.00 0
2024-12-27 Aryeh Jason Director M-Exempt D Stock Option (Right to Buy) 11,700 4.30 50.3K 6,900 D
2024-12-23 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 4,000 4.66 18.6K 579,498 D
2024-12-19 Taylor Andrew Lawrence Officer P-Purchase A Common Stock, par value $0.0001 per share 1,000 4.83 4.8K 344,960 D
2024-12-18 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 5,000 4.91 24.6K 575,498 D
2024-12-12 Taylor Andrew Lawrence Officer F-InKind D Common Stock, par value $0.0001 per share 34,403 5.03 173.0K 343,960 D
2024-12-05 Sherman Darren Director / Officer F-InKind D Common Stock, par value $0.0001 per share ("Common Stock") 31,815 5.57 177.2K 733,972 D
2024-09-25 Hochman David P Director / Officer P-Purchase A Common Stock 2,000 4.73 9.5K 2,000 I
2024-09-24 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 2,500 4.91 12.3K 570,498 D
2024-09-10 Sherman Darren Director / Officer S-Sale D Common Stock 6,904 5.31 36.7K 765,787
2024-09-10 Fain Eric S Director S-Sale D Common Stock 1,800 5.34 9.6K 41,210
2024-09-09 Sherman Darren Director / Officer S-Sale D Common Stock, par value $0.0001 per share ("Common Stock") 6,804 5.48 37.3K 772,691
2024-09-09 Fain Eric S Director S-Sale D Common Stock 1,800 5.43 9.8K 43,010
2024-09-06 Sherman Darren Director / Officer S-Sale D Common Stock 6,819 5.65 38.5K 779,495
2024-09-06 Fain Eric S Director S-Sale D Common Stock, par value $0.0001 per share ("Common Stock") 2,000 5.64 11.3K 44,810
2024-09-05 Sherman Darren Director / Officer S-Sale D Common Stock 6,961 5.85 40.7K 786,314
2024-09-04 Sherman Darren Director / Officer S-Sale D Common Stock, par value $0.0001 per share ("Common Stock") 6,837 6.10 41.7K 793,275
2024-08-14 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 2,500 5.84 14.6K 567,998
2024-08-07 Mack John Prosper Director A-Award A Stock Option (Right to Buy) 40,737 5.83 237.5K 40,737
2024-08-05 HSAC 2 Holdings, LLC 10% Owner J-Other D Common Stock 3,405,251 0.00 1,705,705
2024-07-29 Mack John Prosper Director 0 0.00 0
2024-07-11 PERCEPTIVE ADVISORS LLC 10% Owner I Common Stock, $0.0001 par value per share 0 0.00 4,592,556
2024-06-25 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 1,000 6.95 7.0K 333,502
2024-06-20 ROSE ERIC A MD Director A-Award A Stock Option (Right to Buy) 17,068 7.44 127.0K 17,068
2024-06-20 Pacitti David Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 5,376 0.00 17,546
2024-06-20 Fain Eric S Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 5,376 0.00 46,810
2024-06-20 Connealy Pamela Ann Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 5,376 0.00 21,289
2024-06-20 Aryeh Jason Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 5,376 0.00 68,360
2024-05-30 Little William Reed Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 4,000 7.00 28.0K 307,859
2024-05-17 Hochman David P Director / Officer P-Purchase A Common Stock 3,000 5.15 15.5K 332,502
2024-05-16 Hochman David P Director / Officer P-Purchase A Common Stock, par value $0.0001 per share ("Common Stock") 2,000 4.75 9.5K 329,502
2024-05-08 Taylor Andrew Lawrence Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 100,000 0.00 378,363
2024-05-08 Sherman Darren Director / Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 176,667 0.00 800,112
2024-05-08 Papandreou George Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 22,000 0.00 42,000
2024-05-08 Mika Yuval Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 69,333 0.00 158,905
2024-05-08 Little William Reed Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 53,333 0.00 303,859
2024-05-08 Hochman David P Director / Officer A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 100,000 0.00 565,498
2024-05-08 Aiello Joshua Officer A-Award A Stock Option (Right to Buy) 42,000 4.98 209.2K 42,000
2024-03-26 Pacitti David Director A-Award A Common Stock, par value $0.0001 per share ("Common Stock") 10,000 0.00 12,170
2023-12-31 Medtronic plc 10% Owner 0 0.00 0
2023-04-13 RTW INVESTMENTS, LP 10% Owner J-Other A Common Stock 502,133 15.00 7.53M 5,620,645
2023-01-26 Yanchik Connealy Pamela Director D Warrants (Right to Buy) 15,000 11.50 172.5K
2023-01-26 Smith Geoffrey Wade Director A-Award A Warrants (Right to Buy) 519 10.00 5.2K 519
2023-01-26 Sherman Darren Officer A-Award A Nonstatutory Stock Option (Right to Buy) 508,397 10.00 5.08M 508,397
2023-01-26 RTW INVESTMENTS, LP Director A-Award A Common Stock 2,310,000 13.31 30.75M 5,118,512
2023-01-26 ROSE ERIC A MD Director D Warrants (Right to Buy) 15,000 11.50 172.5K
2023-01-26 Mika Yuval Officer D Warrants (Right to Buy) 50,000 11.50 575.0K
2023-01-26 Kaswan Michael Officer D Warrants (Right to Buy) 75,000 11.50 862.5K
2023-01-26 Hochman David P Officer A-Award A Incentive Stock Option (Right to Buy) 6,743 4.06 27.4K 6,743
2023-01-26 Fain Eric S Director D Warrants (Right to Buy) 15,000 11.50 172.5K
2023-01-26 Aryeh Jason Director D Warrants (Right to Buy) 15,000 11.50 172.5K
2023-01-26 Aiello Joshua Officer 0 0.00 0

Executive team

Top executives
EBIT / Employee
-740.1K
Shares Outstanding
58.52M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 David P. Hochman Chief Executive Officer & Chairman 595.0K 996.0K 309.4K 12.1K 1.91M 52.08%
2 2024 Darren R. Sherman President & Chief Operating Officer 495.0K 150.0K 879.8K 257.4K 12.1K 1.79M 49.03%
3 2024 Andrew L. Taylor Chief Financial Officer 395.0K 498.0K 155.3K 12.1K 1.06M 46.96%
4 2023 David P. Hochman Chief Executive Officer & Chairman 595.0K 3.45M 2.51M 347.0K 11.6K 6.91M 86.20%
5 2023 Darren R. Sherman President & Chief Operating Officer 495.0K 4.00M 1.66M 292.0K 11.6K 6.46M 87.64%
6 2023 Andrew L. Taylor Chief Financial Officer 227.0K 2.07M 99.4K 6.9K 2.40M 86.11%
7 2022 David P. Hochman Chief Executive Officer & Chairman 395.0K 63.0K 2.30M 395.0K 3.16M 74.97%
8 2022 Darren R. Sherman President & Chief Operating Officer 395.0K 2.33M 395.0K 3.12M 74.72%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 10-Q
2026-04-29 SC 13D/A
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2026-04-29 ARS
2026-04-29 4
2026-03-27 4
2026-03-27 4
2026-03-27 4
2026-03-16 4

Executive team

NameTitleCompensationGender
David Hochman Founder, Chairman of the Board of Directors & Chief Executive Officer 1M male
Darren R. Sherman Founder, President, Chief Operating Officer & Director 1M male
Andrew Lawrence Taylor Chief Financial Officer 766.7K male
Hans-Peter Stoll Senior Vice President & Medical Director
Juan Lorenzo Senior Vice President of Product Development male
Lisa Daniels Vice President of Human Resources female
William Reed Little Executive Vice President of Corporate Development & Strategy male
Yuval Hay Mika D.Sc GM & Chief Technology Officer of Bioelectronic Therapies
Avraham Matityahu Fischer Senior Vice President of Medical Affairs & Innovation
Bob Laughner Senior Vice President of Regulatory & Quality male
ESG Rating
B
BIOTECHNOLOGY
Rank: 285 out of 662
2026
E (Environmental)
62.7 / 56.3
Company / Sector avg.
S (Social)
74.7 / 62.4
Company / Sector avg.
G (Governance)
68.4 / 60.9
Company / Sector avg.
ESG Total
68.6 / 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