LVTX LAVA Therapeutics NV Insider Trading

10% Owner Cooperatieve Gilde Healthcare IV U.A. sells 2,871,370 shares (59.6% of holdings) for $4,224,718.68 across 3 transactions

Cooperatieve Gilde Healthcare IV U.A., a 10% owner, executed three separate sales totaling 2,871,370 shares for $4,224,718.68 between October 16–20, 2025, reducing its position from 4,819,151 shares to 1,947,781 shares—a 59.6% reduction of pre-transaction holdings. The company is unprofitable (net income of $-8,639,000.00 over its most recent full fiscal year) and generating minimal revenue ($6,992,000.00 in the latest quarter), despite annual revenue growth of 77.0%. At a market cap of $39,194,889.55, this represents a major shareholder liquidation by a significant institutional holder during a period when the stock trades 27.0% below its 52-week high, raising questions about institutional conviction relative to the company's fundamental trajectory and cash burn rate.

10% owner Versant Venture Capital VI fully exits LVTX: 2,903,403 shares sold for $4,068,828.97 at $1.40/share on 2025-09-19.

Versant Venture Capital VI, a 10% owner of LAVA Therapeutics, executed a complete exit from its position via 2 separate sales totaling 2,903,403 shares for $4,068,828.97 at $1.40 per share on 2025-09-19, reducing holdings from 2,903,403 shares to 0 shares (-100.0%). This liquidation occurs while the stock trades at $1.58, 22.6% below its 52-week high of $2.04, and follows a pattern of 5 prior sales at LVTX within the preceding 3 days (2025-09-16 through 2025-09-18). The company remains unprofitable with net income of $-8,639,000.00 against quarterly revenue of $6,992,000.00, though it has posted annual revenue growth of +77.0%. The complete exit by a major strategic shareholder during a period of consecutive daily sales suggests a systematic unwinding of the position and may signal reduced confidence in the near-term trajectory, particularly given the biotech's loss-making status.

VC fund Versant VI exits 1.68M LVTX shares (76.0% of holdings) in 3 days for $2.5M; company unprofitable, near 52-week low

Versant Venture Capital VI, L.P., a 10% owner of LAVA Therapeutics, conducted 6 separate sales totaling 1,684,434 shares for $2,502,260.76 across September 16–18, 2025, reducing its stake from 2,217,304 shares to 532,870 shares. The blended average sale price of $1.49 is near the current price of $1.47, and the exit occurred within a compressed 3-day window. Against this, LAVA is unprofitable (net income of $-8,639,000 in the latest quarter, negative full-year net income) and the stock sits at -27.9% from its 52-week high of $2.04. While the company has posted strong annual revenue growth of +77.0%, the combination of losses, proximity to 52-week lows, and a major VC fund's -76.0% reduction in holdings suggests diminishing conviction among insiders, particularly given the timing near recent lows and the magnitude of the exit relative to the insider's original position.