Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: −$7.23M (3 inflow days, 11 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 41.9% of shares outstanding.
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| OrbiMed Advisors LLC | VC/PE Fund | 2026/Q3 | +6,885,170 | 11.0% |
| Westlake Village BioPartners | VC/PE Fund | 2026/Q3 | +6,347,539 | 10.1% |
| Redmile Group, LLC | Hedge Fund | 2026/Q3 | +5,462,881 | 8.7% |
| Lsp 7 Cooperatief U.A. | Private Company | 2026/Q3 | +3,795,281 | 6.0% |
| EQT Life Sciences | VC/PE Fund | 2026/Q3 | +3,795,281 | 6.0% |
| Quehuong Dong | Individual/Insider | 2026/Q3 | +455,484 | 0.7% |
| Nancy Stagliano | Individual/Insider | 2026/Q3 | +255,635 | 0.4% |
| Graham Parry | Individual/Insider | 2026/Q3 | +85,504 | 0.1% |
| Gary Koe | Individual/Insider | 2026/Q3 | +63,656 | 0.1% |
| New Leaf Venture Partners, LLC | VC/PE Fund | 2026/Q3 | +3,248,304 | 5.2% |
| Sanofi | Public Company | 2026/Q3 | +2,461,948 | 3.9% |
| Matthew Fust | Individual/Insider | 2026/Q3 | +0 | 0.0% |
| Kim-Hien Dao | Individual/Insider | 2026/Q3 | +0 | 0.0% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 20 Sep 2026 | OrbiMed Advisors LLC | Private Acquisition | +1,333,333 | $15.00 | 6,885,170 | |
| 20 Sep 2026 | OrbiMed Advisors LLC | Derivative Exercise and Retained | +5,551,837 | – | 6,885,170 | |
| 20 Sep 2026 | Nancy Stagliano | Independent Chairperson | Derivative Exercise and Retained | +255,635 | – | 255,635 |
| 20 Sep 2026 | Graham Parry | Chief Scientific Officer | Derivative Exercise and Retained | +85,504 | – | 85,504 |
| 20 Sep 2026 | Quehuong Dong | Chief Executive Officer | Derivative Exercise and Retained | +455,484 | – | 455,484 |
| 20 Sep 2026 | Westlake Village BioPartners | Initial Statement of Beneficial | +0 | – | 6,347,539 | |
| 20 Sep 2026 | Gary Koe | Chief Technology Officer | Derivative Exercise and Retained | +63,656 | – | 63,656 |
| 17 Sep 2026 | Carl Gordon | Independent Director | Initial Statement of Beneficial | +0 | – | 22,632 |
| 17 Sep 2026 | Matthew Fust | Independent Director | Initial Statement of Beneficial | +0 | – | 159,432 |
| 17 Sep 2026 | David Tucker | Former Officer | Initial Statement of Beneficial | +0 | – | 187,402 |
| 17 Sep 2026 | Nancy Stagliano | Independent Chairperson | Initial Statement of Beneficial | +0 | – | 288,814 |
| 17 Sep 2026 | Graham Parry | Chief Scientific Officer | Initial Statement of Beneficial | +0 | – | 187,402 |
| 17 Sep 2026 | Quehuong Dong | Chief Executive Officer | Initial Statement of Beneficial | +0 | – | 2,298,219 |
| 17 Sep 2026 | Kim-Hien Dao | Chief Medical Officer | Initial Statement of Beneficial | +0 | – | 703,181 |
| 17 Sep 2026 | Gary Koe | Chief Technology Officer | Initial Statement of Beneficial | +0 | – | 548,616 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
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