LB制药 LBRX
$42.01 +$3.92 (+10.29%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $42.50 +1.17%
开盘$38.53
昨收$38.09
当日区间$38.04 – $42.29
成交量480.3K
市值$1.36B
市盈率（TTM）41.4
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例100.7%-12.47 个百分点，较上季度
持仓机构数153+6 ，较上季度
内部人近期交易28次买入 / 8次卖出净买入
空头持仓比例17.25% 占流通股回补天数 12.1 · 截至 15 Oct 2026
卖空成交量占比20.7%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$166.8K（8个净流入日，12个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有35.1%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从16.55%升至17.25%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +45,220 | 0.1% |
| Boothbay Fund Management, LLC | Hedge Fund | 2026/Q3 | +275,675 | 0.9% |
| BlackRock | Mutual Fund | 2026/Q3 | +263,460 | 8.5% |
| Trails Edge Capital Partners, LP | Hedge Fund | 2026/Q3 | +203,660 | 4.7% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +201,423 | 1.8% |
| Millennium Management LLC | Hedge Fund | 2026/Q3 | +122,253 | 0.8% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +119,178 | 0.7% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +97,655 | 1.9% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +94,565 | 1.9% |
| Raymond James Financial, Inc. | Public Company | 2026/Q3 | +91,656 | 0.3% |
| Eversept Partners, L.P. | Hedge Fund | 2026/Q3 | +83,465 | 0.6% |
| Longbow Finance SA | Mutual Fund | 2026/Q3 | +82,336 | 0.3% |
| BNP Paribas Financial Markets SNC | Private Company | 2026/Q3 | +82,319 | 0.3% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +81,887 | 3.5% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +70,819 | 4.5% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 8 Oct 2026 | Joseph Miller | Chief Financial Officer | Other Derivative Acquisition | +200,000 | $37.22 | 200,000 |
| 8 Oct 2026 | Susan Kozauer | Chief Medical Officer | Other Derivative Acquisition | +200,000 | $37.22 | 200,000 |
| 29 Jul 2026 | David Kroin | Open Market Derivative Acquisiti | +286,205 | $0.00 | 664,649 | |
| 8 Jun 2026 | Zachary Prensky | Intent to Sell (Form 144) | -16,500 | $29.49 | – | |
| 2 Jun 2026 | Robert Richard Ruffolo | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Ran Nussbaum | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | William Kane | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Scott Garland | Independent Chairperson | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Rebecca Luse | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Rekha Hemrajani | Independent Director | Other Derivative Acquisition | +10,000 | $27.95 | 10,000 |
| 2 Jun 2026 | Robert Lenz | Independent Director | Other Derivative Acquisition | +12,500 | $27.95 | 12,500 |
| 5 Mar 2026 | Robert Lenz | Independent Director | Other Derivative Acquisition | +20,000 | $23.78 | 20,000 |
| 5 Feb 2026 | Deep Track Capital, LP | Open Market Derivative Acquisiti | +472,369 | $0.00 | 93,925 | |
| 9 Dec 2025 | Kaya Pai Panandiker | Chief Commercial Officer | Other Derivative Acquisition | +195,000 | $21.36 | 195,000 |
| 11 Sep 2025 | Pontifax Venture Capital | Private Acquisition | +1,000,000 | $15.00 | 1,000,000 | |
| 11 Sep 2025 | Pontifax Venture Capital | Derivative Exercise and Retained | +411,681 | – | 1,000,000 | |
| 11 Sep 2025 | Deep Track Capital, LP | Private Acquisition | +2,666,666 | $15.00 | 666,666 | |
| 11 Sep 2025 | Deep Track Capital, LP | Derivative Exercise and Retained | +686,138 | – | 666,666 | |
| 11 Sep 2025 | Deep Track Capital, LP | Initial Statement of Beneficial | +0 | – | 666,666 | |
| 9 Sep 2025 | Robert Richard Ruffolo | Independent Director | Derivative Sale to Issuer | -13,266 | – | – |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 5,564,315 | 17.2% | 12.1 |
| 30 Sep 2026 | 6,010,646 | 18.6% | 14.5 |
| 15 Sep 2026 | 5,617,182 | 17.4% | 21.5 |
| 31 Aug 2026 | 5,278,529 | 16.4% | 19.9 |
| 14 Aug 2026 | 5,156,413 | 16.0% | 12.4 |
| 31 Jul 2026 | 4,746,857 | 16.6% | 12.8 |
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