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DNTH.O — NASDAQ Biotechnology

Dianthus Therapeutics Inc

$106,02
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1D5D1M3M6MYTD1Y5YMax
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Mcap
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P/E
—
EV / Rev
—
Div yield
0,00 %
Op margin
-8 739,3 %
ROE
-32,9 %
Net margin
-7 973,3 %
Debt / equity
—
Beta
—
52w range
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Volume
—
Day range
—
Prev close
$104,49
Open
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Next earnings
2026-10-28
Ex-dividend
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TR 1Y
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About

Dianthus Therapeutics Inc is a biotechnology company operating in the Health Care sector, currently generating minimal revenue while incurring significant operating losses consistent with early-stage clinical development.

Business. Dianthus Therapeutics Inc (DNTH.O) is a biotechnology company operating within the Health Care sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ stock exchange. Specific details regarding operating segments and geographic revenue mix are not available.

Classification85 %
SectorHealth Care
Industry groupBiotechnology
Generated · model-assisted
Sell-side consensus
—consensus pending
— buy— hold— sell
Avg 12m price target—
Upcoming events
  • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
See all catalysts →

At a glance

Score
—
not yet scored
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership→
T. Rowe Price Investment Management, Inc.
largest disclosed fund holder
Profitability→
-32,9 %
return on equity
Quality
—
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning DNTH.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care · THIS SECTOR+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to DNTH.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Company
    • EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    Briefing · model-assisted

    Dianthus Therapeutics Inc (DNTH.O) has recorded a major holder change involving investor ID 587, with conflicting data points detected in late June 2026. One signal, detected on June 24, 2026, indicates a reduction in holdings from 37,228 shares to 132 shares as of March 31, 2026. Conversely, a separate signal detected on June 21, 2026, suggests an increase from 132 shares to 37,228 shares for the same period. Both changes are classified as major severity, highlighting significant volatility or data correction activity regarding this specific investor's position. This activity is particularly notable given the company's current market profile. Dianthus Therapeutics is a micro-cap entity with no analyst coverage and no index membership, relying on a base of 32 top holders for its shareholder structure. The company also reports only one officer, suggesting a lean operational team. In the absence of broader market commentary or analyst ratings, movements by individual holders carry disproportionate weight in signaling investor sentiment. The conflicting nature of the holder change signals—showing both a drastic sell-off and a substantial buy-in for the same investor ID within a three-day detection window—underscores the need for caution in interpreting these data points. The value associated with the larger position is approximately $3.12 million, representing a weight of roughly 0.0018% of the total, while the smaller position is valued at roughly $11,077. The discrepancy may reflect data corrections or complex trading activities that have not yet been reconciled in public filings. As this is the first analysis for this ticker, there is no prior basis for computing deltas in material changes. Consequently, the significance of this holder activity must be viewed in isolation, without historical context from previous reporting periods. Investors should monitor subsequent filings to determine the final, accurate position of investor ID 587, as the current signals present contradictory narratives regarding capital flow into or out of Dianthus Therapeutics.

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Dianthus Therapeutics Inc (DNTH.O) is a biotechnology company operating within the Health Care sector. The firm is headquartered in the United States and is primarily listed on the NASDAQ stock exchange. Specific details regarding operating segments and geographic revenue mix are not available.

    Classification85 %
    SectorHealth Care
    Industry groupBiotechnology
    AI synthesis
    GENERATED

    Dianthus Therapeutics maintains a conservative capital structure with zero debt, resulting in a debt-to-equity ratio of 0.0. The balance sheet shows total assets of $530.9 million against total liabilities of $37.5 million, leaving total equity at $493.4 million. Cash and equivalents stand at $51.1 million, which serves as the primary liquidity buffer. However, the company faces a negative operating cash flow of $129.1 million, indicating a substantial cash burn rate that exceeds current liquid reserves on an annualized basis. The risk assessment flags liquidity as low, reflecting the tension between the cash balance and the high operational expenditure required to sustain the business.

    Profitability metrics are deeply negative, reflecting the pre-commercial stage of the business. Return on equity is -0.329 and return on assets is -0.3058, indicating that the company is destroying capital value in the current period. Net income stands at a loss of $162.3 million against revenue of only $2.0 million. This extreme disparity between revenue and net loss is typical for biotechnology firms in the research and development phase, where expenses are dominated by clinical trials and R&D rather than product sales. Without cohort median data for direct comparison, these figures are evaluated against industry norms for early-stage biotechs, where negative returns are expected but the magnitude of the loss relative to cash reserves is a critical monitoring point.

    Dianthus Therapeutics Inc (DNTH.O) has recorded a major holder change involving investor ID 587, with conflicting data points detected in late June 2026. One signal, detected on June 24, 2026, indicates a reduction in holdings from 37,228 shares to 132 shares as of March 31, 2026. Conversely, a separate signal detected on June 21, 2026, suggests an increase from 132 shares to 37,228 shares for the same period. Both changes are classified as major severity, highlighting significant volatility or data correction activity regarding this specific investor's position. This activity is particularly notable given the company's current market profile. Dianthus Therapeutics is a micro-cap entity with no analyst coverage and no index membership, relying on a base of 32 top holders for its shareholder structure. The company also reports only one officer, suggesting a lean operational team. In the absence of broader market commentary or analyst ratings, movements by individual holders carry disproportionate weight in signaling investor sentiment. The conflicting nature of the holder change signals—showing both a drastic sell-off and a substantial buy-in for the same investor ID within a three-day detection window—underscores the need for caution in interpreting these data points. The value associated with the larger position is approximately $3.12 million, representing a weight of roughly 0.0018% of the total, while the smaller position is valued at roughly $11,077. The discrepancy may reflect data corrections or complex trading activities that have not yet been reconciled in public filings. As this is the first analysis for this ticker, there is no prior basis for computing deltas in material changes. Consequently, the significance of this holder activity must be viewed in isolation, without historical context from previous reporting periods. Investors should monitor subsequent filings to determine the final, accurate position of investor ID 587, as the current signals present contradictory narratives regarding capital flow into or out of Dianthus Therapeutics.

    Key takeaways
    • Dianthus Therapeutics has a debt-free balance sheet with $51.1 million in cash, but this is insufficient to cover the $129.1 million annual operating cash outflow.
    • The company is deeply unprofitable with a net loss of $162.3 million and negligible revenue of $2.0 million, consistent with early-stage biotech R&D phases.
    • Liquidity risk is rated as low, signaling a potential mismatch between current cash reserves and the runway required to sustain operations without new capital.
    • Dilution risk is currently assessed as low, but the high cash burn rate implies a high likelihood of future equity issuance to fund operations.
    • No recent news or filing events are recorded, suggesting a quiet period in public disclosures or clinical updates.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $106,02
    Market cap
    —
    Enterprise valueⓘ
    —
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    —
    P / Bⓘ
    —
    P / Tangible bookⓘ
    —
    Tangible book
    $493.4M
    Net cashⓘ
    $51.1M
    Current ratioⓘ
    —
    Debt / equityⓘ
    —
    ROAⓘ
    -30.6%
    ROEⓘ
    -32.9%
    Cash conversionⓘ
    80.0%
    CapEx / revenueⓘ
    —
    SBC / revenueⓘ
    —
    Dilution ratioⓘ
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPS—no estimate—no estimate-3,74
    Revenue—no estimate—no estimate1,2M USD
    Operating income—no estimate—no estimate-219,6M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Corporate eventM&A horizon
    M&A probabilityconf 3 %
    Probability
    3 %
    Base rate
    3 %
    Band
    —
    180-day horizon · target 2027-01-19 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Probabilistic model output — not investment advice. · generated 2026-07-23

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution16 analysts
    Strong buy8
    Buy8
    Hold0
    Sell0
    Strong sell0
    12-month price target$127,69 · Median $125,00
    Low $98,00High $200,00
    Operating income · consensus-219,6M USD
    EPS surprise
    −12,2 %
    reported vs consensus · miss
    Revenue surprise
    +152,8 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$98,00
    Mean$127,69
    Median$125,00
    High$200,00
    Spot$106,02
    +20.4 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-8 739,3 %Bottom quartile
    Net Margin-7 973,3 %Bottom quartile
    ROE-32,9 %Above median
    D/E0,00Above median
    Cash Conv0,80Above median

    Corporate actions / M&A

    M&A probabilityconf —
    Probability
    3 %
    Base rate
    3 %
    Band
    Low
    180-day horizon · target 2027-01-19 · 1,0× base rate
    No acquirer candidates identified by the signal model.
    Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 171 208 sh28 exercises · 12 grants12 insiders
    • Savitz RyanEVP, CFO & CBO · Stock Option (Right to Buy) → Common StockDisposed 31 249 @ $21,77exercise · 2026-07-09
    • Veness Adam MSVP, General Counsel and Sec. · Stock Option (Right to Buy) → Common StockDisposed 30 000 @ $17,88exercise · 2026-06-17
    • Randhawa SimratEVP, Head of R&D · Stock Option (Right to Buy) → Common StockDisposed 6 908 @ $17,88exercise · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Stock Option (Right to Buy) → Common StockDisposed 3 998 @ $8,44exercise · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Stock Option (Right to Buy) → Common StockDisposed 6 249 @ $21,77exercise · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Stock Option (Right to Buy) → Common StockDisposed 9 375 @ $22,07exercise · 2026-06-01
    • Lawton Alison FrancesDirector · Stock Option (Right to Buy) → Common StockAcquired 6 090 @ $89,63grant · 2026-05-21
    • Soteropoulos PaulaDirector · Stock Option (Right to Buy) → Common StockAcquired 6 090 @ $89,63grant · 2026-05-21
    • Violin JonathanDirector · Stock Option (Right to Buy) → Common StockAcquired 6 090 @ $89,63grant · 2026-05-21
    • KANGO SUJAYDirector · Stock Option (Right to Buy) → Common StockAcquired 6 090 @ $89,63grant · 2026-05-21
    • McGeorge AnneDirector · Stock Option (Right to Buy) → Common StockAcquired 6 090 @ $89,63grant · 2026-05-21
    • Romano Steven J.Director · Stock Option (Right to Buy) → Common StockAcquired 6 090 @ $89,63grant · 2026-05-21
    • Read SimonDirector · Stock Option (Right to Buy) → Common StockAcquired 6 090 @ $89,63grant · 2026-05-21
    • Soteropoulos PaulaDirector · Stock Option (Right to Buy) → Common StockDisposed 599 @ $8,44exercise · 2026-05-08
    • Savitz RyanEVP, CFO & CBO · Stock Option (Right to Buy) → Common StockDisposed 8 224 @ $17,88exercise · 2026-04-09
    • Soteropoulos PaulaDirector · Stock Option (Right to Buy) → Common StockDisposed 599 @ $8,44exercise · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Stock Option (Right to Buy) → Common StockDisposed 74 367 @ $8,44exercise · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Stock Option (Right to Buy) → Common StockDisposed 40 000 @ $17,88exercise · 2026-03-31
    • Soteropoulos PaulaDirector · Stock Option (Right to Buy) → Common StockDisposed 27 594 @ $8,44exercise · 2026-03-24
    • Garcia MarinoDirector, CEO AND PRESIDENT · Stock Option (Right to Buy) → Common StockDisposed 59 700 @ $6,70exercise · 2026-03-16
    • Garcia MarinoDirector, CEO AND PRESIDENT · Stock Option (Right to Buy) → Common StockDisposed 5 592 @ $17,88exercise · 2026-03-16
    • CARR EDWARDCHIEF ACCOUNTING OFFICER · Stock Option (Right to Buy) → Common StockDisposed 16 182 @ $17,88exercise · 2026-03-12
    • Garcia MarinoDirector, CEO AND PRESIDENT · Stock Option (Right to Buy) → Common StockDisposed 122 918 @ $6,70exercise · 2026-03-12
    • CARR EDWARDCHIEF ACCOUNTING OFFICER · Stock Option (Right to Buy) → Common StockDisposed 10 000 @ $21,77exercise · 2026-03-12
    • CARR EDWARDCHIEF ACCOUNTING OFFICER · Stock Option (Right to Buy) → Common StockDisposed 17 500 @ $22,07exercise · 2026-03-12

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Return On Assets
      net_income / total_assets
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    Source documents
    • Dianthus Therapeutics, Inc. Market data — financials · 2026-07-28
    • reconciler_enqueue (reconciler) on DNTH.O · 2026-07-28

    Ownership & reference

    Top holders

    • T. Rowe Price Investment Management, Inc.Investment Managers · as of 2026-03-310,07 %$0M
    • Wellington Management Company, LLPInvestment Managers · as of 2026-03-310,04 %$218M
    • FMR LLCInstitutional Investor · as of 2026-03-310,03 %$652M
    • Jennison Associates LLCInvestment Managers · as of 2026-03-310,03 %$41M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,02 %$81M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,01 %$38M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,01 %$66M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,01 %$0M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$30M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,01 %$46M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,01 %$27M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$77M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$117M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$26M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$7M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$25M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$16M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$3M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$11M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$84M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$41M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$3M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$1M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$1M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$8M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$1M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$1M
    • Fisher InvestmentsInvestment Managers · as of 2026-03-310,00 %$1M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$1M
    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Leadership

    • Marino GarciaPresident, Chief Executive Officer, Director

    Insider activity

    Net selling0 buys · 36 sellsnet -$45,1M6 insiders · last 365d
    • Savitz RyanEVP, CFO & CBO · Common StockSold 15 329 @ $101,24$1,6M · 2026-07-09
    • Savitz RyanEVP, CFO & CBO · Common StockSold 10 354 @ $100,22$1,0M · 2026-07-09
    • Savitz RyanEVP, CFO & CBO · Common StockOther 31 249 @ $21,77$680K · 2026-07-09
    • Savitz RyanEVP, CFO & CBO · Common StockSold 5 566 @ $101,97$568K · 2026-07-09
    • Veness Adam MSVP, General Counsel and Sec. · Common StockOther 30 000 @ $17,88$536K · 2026-06-17
    • Veness Adam MSVP, General Counsel and Sec. · Common StockSold 16 771 @ $80,34$1,3M · 2026-06-17
    • Veness Adam MSVP, General Counsel and Sec. · Common StockSold 13 229 @ $81,38$1,1M · 2026-06-17
    • Randhawa SimratEVP, Head of R&D · Common StockOther 3 998 @ $8,44$34K · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Common StockOther 6 908 @ $17,88$124K · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Common StockOther 6 249 @ $21,77$136K · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Common StockOther 9 375 @ $22,07$207K · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Common StockSold 5 428 @ $89,72$487K · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Common StockSold 16 943 @ $90,72$1,5M · 2026-06-01
    • Randhawa SimratEVP, Head of R&D · Common StockSold 4 159 @ $91,37$380K · 2026-06-01
    • Soteropoulos PaulaDirector · Common StockOther 599 @ $8,44$5K · 2026-05-08
    • Soteropoulos PaulaDirector · Common StockSold 599 @ $85,47$51K · 2026-05-08
    • Savitz RyanEVP, CFO & CBO · Common StockOther 8 224 @ $17,88$147K · 2026-04-09
    • Savitz RyanEVP, CFO & CBO · Common StockSold 8 224 @ $89,84$739K · 2026-04-09
    • Soteropoulos PaulaDirector · Common StockOther 599 @ $8,44$5K · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Common StockOther 74 367 @ $8,44$628K · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Common StockOther 40 000 @ $17,88$715K · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Common StockSold 1 390 @ $78,33$109K · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Common StockSold 21 825 @ $78,86$1,7M · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Common StockSold 1 485 @ $80,25$119K · 2026-03-31
    • Savitz RyanEVP, CFO & CBO · Common StockSold 800 @ $81,36$65K · 2026-03-31

    Short positioning

    9.2Mshares short-3.3% vs prior
    8.86days to cover
    50.5%short of daily vol
    400fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    DNTH.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorM&A prob3 %Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    • Cash & equivalents (annual): USD 51.09MUnknown
    • Operating cash flow (annual): USD -129.06MUnknown
    • Operating income (annual): USD -177.93MUnknown
    • Revenue (annual): USD 2.04MUnknown
    • Net income (annual): USD -162.34MUnknown
    • Shareholders' equity (annual): USD 493.4MUnknown
    • Current assets (annual): USD 409.44MUnknown
    • Total operating expenses (annual): USD 179.97MUnknown
    • Total liabilities (annual): USD 37.52MUnknown
    • EPS (basic) (annual): USD-PER-SHARES -4Unknown
    • Total assets (annual): USD 530.92MUnknown
    • Current liabilities (annual): USD 30.73MUnknown
    • R&D expense (annual): USD 145.64MUnknown
    • EPS (diluted) (annual): USD-PER-SHARES -4Unknown
    • Shares outstanding (annual): 43.22MUnknown
    • R&D expense (annual): USD 83.11MUnknown
    • Net income (annual): USD -84.97MUnknown
    • Shares outstanding (annual): 31.12MUnknown
    • Current liabilities (annual): USD 18.45MUnknown
    • Total liabilities (annual): USD 21.53MUnknown
    • EPS (basic) (annual): USD-PER-SHARES -3Unknown
    • Current assets (annual): USD 280.9MUnknown
    • Total assets (annual): USD 374.01MUnknown
    • EPS (diluted) (annual): USD-PER-SHARES -3Unknown
    Showing 24 of 30 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-10-28EVENTUpcomingQ3 2026 earnings (expected) estimated date
    2026-07-09INSIDERSavitz Ryan sold 5.6k sh — EVP, CFO & CBO ~$568k
    2026-07-09INSIDERSavitz Ryan transacted 31.2k sh — EVP, CFO & CBO ~$680k
    2026-07-09INSIDERSavitz Ryan sold 10.4k sh — EVP, CFO & CBO ~$1.04M
    2026-07-09INSIDERSavitz Ryan sold 15.3k sh — EVP, CFO & CBO ~$1.55M
    2026-07-09INSIDERSavitz Ryan disposed of 31.2k sh Stock Option (Right to Buy) — EVP, CFO & CBO
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: ma_probability (180d)
    2026-06-24 03:12 UTCHOLDERInstitutional holding changed
    2026-06-24 03:12 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-21 02:57 UTCHOLDERInstitutional holding changed
    2026-06-21 02:57 UTCHOLDER1 institutional position change flagged (1 major)
    2026-06-17 00:00 UTCINSIDER15 insider transactions — 2026-06 · net sell $3.8M 5 derivative
    2026-06-17 00:00 UTCINSIDER15 insider transactions — 2026-06 · net sell $3.8M 5 derivative
    2026-06-17INSIDERVeness Adam M transacted 30.0k sh — SVP, General Counsel and Sec. ~$536k
    2026-06-17INSIDERVeness Adam M sold 16.8k sh — SVP, General Counsel and Sec. ~$1.35M
    2026-06-17INSIDERVeness Adam M sold 13.2k sh — SVP, General Counsel and Sec. ~$1.08M
    2026-06-17INSIDERVeness Adam M disposed of 30.0k sh Stock Option (Right to Buy) — SVP, General Counsel and Sec.
    2026-06-12FILING8-K filing →
    2026-06-01INSIDERRandhawa Simrat transacted 4.0k sh — EVP, Head of R&D ~$34k
    2026-06-01INSIDERRandhawa Simrat transacted 6.9k sh — EVP, Head of R&D ~$124k
    2026-06-01INSIDERRandhawa Simrat transacted 6.2k sh — EVP, Head of R&D ~$136k
    2026-06-01INSIDERRandhawa Simrat transacted 9.4k sh — EVP, Head of R&D ~$207k
    2026-06-01INSIDERRandhawa Simrat sold 5.4k sh — EVP, Head of R&D ~$487k
    2026-06-01INSIDERRandhawa Simrat sold 16.9k sh — EVP, Head of R&D ~$1.54M
    2026-06-01INSIDERRandhawa Simrat sold 4.2k sh — EVP, Head of R&D ~$380k
    2026-06-01INSIDERRandhawa Simrat disposed of 4.0k sh Stock Option (Right to Buy) — EVP, Head of R&D
    2026-06-01INSIDERRandhawa Simrat disposed of 6.9k sh Stock Option (Right to Buy) — EVP, Head of R&D
    2026-06-01INSIDERRandhawa Simrat disposed of 9.4k sh Stock Option (Right to Buy) — EVP, Head of R&D
    2026-06-01INSIDERRandhawa Simrat disposed of 6.2k sh Stock Option (Right to Buy) — EVP, Head of R&D
    2026-05-22FILING8-K filing →
    2026-05-21 00:00 UTCINSIDER10 insider transactions — 2026-05 8 derivative
    2026-05-21 00:00 UTCINSIDER10 insider transactions — 2026-05 8 derivative
    2026-05-21INSIDERViolin Jonathan acquired 6.1k sh Stock Option (Right to Buy) — Director
    2026-05-21INSIDERKANGO SUJAY acquired 6.1k sh Stock Option (Right to Buy) — Director
    2026-05-21INSIDERSoteropoulos Paula acquired 6.1k sh Stock Option (Right to Buy) — Director
    2026-05-21INSIDERRead Simon acquired 6.1k sh Stock Option (Right to Buy) — Director
    2026-05-21INSIDERRomano Steven J. acquired 6.1k sh Stock Option (Right to Buy) — Director
    2026-05-21INSIDERMcGeorge Anne acquired 6.1k sh Stock Option (Right to Buy) — Director
    2026-05-21INSIDERLawton Alison Frances acquired 6.1k sh Stock Option (Right to Buy) — Director
    2026-05-08INSIDERSoteropoulos Paula transacted 599 sh — Director ~$5k
    Showing the 40 most recent of 66 entries.
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