ACET Adicet Bio, Inc. Insider Trading

RA Capital Management purchases 223,596 shares in ACET across 3 transactions at $7.17 blended avg, expanding stake to 1.18M shares (+23.3%)

RA Capital Management, a 10% owner, executed 3 separate purchases totaling 223,596 shares for $1,603,934.13 at a blended average price of $7.17, completed over three consecutive trading days (2026-02-18 through 2026-02-20). The purchase expanded the firm's holdings from 959,028 shares to 1,182,624 shares, a 23.3% increase in stake size. The acquisitions occurred while the stock trades at $6.35 (12.9% below the transaction prices) and has fallen 61.8% from its 52-week high, following a 23.4% decline over the prior 90 days. RA Capital's cross-ticker track record shows 10 prior open-market buys with an average 90-day return of +20.0% and a 100% win rate, though this historical performance is across all holdings, not specific to ACET. Against this backdrop, the company remains unprofitable with a net loss of $26,856,000 in its most recent fiscal year and a market cap of $60,937,184.45, creating tension between the insider's accumulation pattern and the company's ongoing losses.

10% owner OrbiMed Advisors acquires 5,000,000 shares at $1.00 in 2 transactions

OrbiMed Advisors, a 10% owner, executed 2 separate purchases totaling 5,000,000 shares for $5,000,000.00 ($5.0M) at $1.00 per share on 2025-10-08. The transaction occurred at a substantial discount to the current price of $15.48, representing a price point 36.4% below the 52-week high. The company reported net income of $-31,217,000.00 ($-31.2M) and remains unprofitable, creating a contrarian signal: a major shareholder is committing significant capital at distressed pricing despite ongoing losses. The scale of this acquisition—adding 5.00M shares to reach 4,490,254 shares post-transaction—signals material confidence at depressed valuation; the filing size and the insider's ownership stake make this substantial capital allocation worthy of investor attention.