Orbimed Advisors LLC

Orbimed Advisors LLC (Director) sold 85,918 shares of SION at $44.86 on 2026-07-07 under 10b5-1 plan; sixth SION transaction in three months.

Orbimed Advisors LLC sold 85,918 shares for $3,854,281.48 on 2026-07-07 as part of a pre-arranged 10b5-1 trading plan, reducing holdings from 2,555,877 shares to 2,469,959 shares. This sale is the most recent in a sequence: the insider has executed five prior sales at SION since 2026-04-18, with measured 30-day returns of -11.9%, -20.7%, -20.7%, -26.4%, and trailing the most recent sale on 2026-06-30 where outcome is not yet measurable. The broader cross-ticker track record shows 15 prior sells with an average 30-day return of -14.3%, while the company reports a net loss of $26,779,000.00 and a market cap of $2,029,055,830.20. The current stock price of $44.94 is -7.2% from the 52-week high of $48.44, despite the stock being up +33.4% over the past 30 days and +18.6% over 90 days. The scheduled nature of this transaction under the 10b5-1 plan removes discretion from the timing, but the frequency and magnitude of sales within a three-month window against a loss-making company warrant investor scrutiny of the company's operational and financial trajectory.

Orbimed Advisors LLC (Director) sold 115,844 shares of SION at $45.50 on 2026-06-30 under 10b5-1 plan; stock now at $43.99

Orbimed Advisors LLC executed a scheduled sale of 115,844 shares at $45.50 as part of a pre-arranged 10b5-1 trading plan. Post-transaction holdings remain substantial at 2,555,877 shares. The transaction occurred on 2026-06-30; current price of $43.99 is -9.2% from the 52-week high of $48.44. Notably, this director has recently executed four other sales at SION on 2026-05-11, 2026-05-08, 2026-05-07, and 2026-04-18—each resulting in 30-day post-sale declines of -26.4%, -20.7%, -20.7%, and -11.9% respectively. The underlying company is unprofitable, reporting net income of $-26,779,000.00 for its most recent full fiscal year. Given the scheduled nature of this sale under a 10b5-1 plan and the recent pattern of post-sale declines in the same ticker, investors should monitor whether this reflects pre-planned capital allocation or a directional shift in the insider's assessment.

Orbimed Advisors LLC (10% owner) sold 860,123 shares for $39,014,045.60 at blended average $45.36

Orbimed Advisors LLC executed 4 separate sales totaling 860,123 shares for $39,014,045.60 on 2026-06-22, reducing its stake from 7,415,225 shares to 6,555,102 shares (an 11.6% reduction in holdings). The blended average sale price of $45.36 occurred when the stock was trading at $47.77 current price, positioning 4.4% below the 52-week high of $49.94. Across Orbimed's cross-ticker track record, prior sells averaged 30-day return of -8.3% and 90-day return of -17.2%, with a 90-day well-timed rate of 100.00%, indicating a strong historical pattern of selling before declines. The company remains unprofitable with net income of -$23,627,000.00 over its most recent full fiscal year, which provides material context for a large institutional holder's decision to reduce exposure at this scale.

Orbimed Advisors (10% owner) sells 281.4K shares at $45.02 for $12.7M; retains 7.39M shares. Stock up 49.3% in 90 days.

Orbimed Advisors, a 10% shareholder, executed 2 separate sales totaling 281,408 shares for $12,668,988.16 on 2026-06-15 at $45.02 per share, reducing its stake by 3.7% to 7,388,902 shares remaining. This represents a material but non-controlling reduction in a major holder's position while the company remains unprofitable with net income of $-23,627,000.00 for its most recent full fiscal year. Across Orbimed's cross-ticker track record, the insider's prior 15 sales showed an average 90-day return of -17.2% with a 100.00% well-timed rate, indicating a pattern of selling before downturns; however, ELVN has appreciated 49.3% over the prior 90 days and 13.2% over the past 30 days, trading within 7.6% of its 52-week high of $48.53. The sale occurs amid strong near-term price momentum in an unprofitable biotech, warranting investor attention to whether this reflects external capital needs or a divergence from Orbimed's typical well-timed exit pattern.

Orbimed Advisors LLC (Director) purchases 1,875,000 shares for $15,000,000.00 in private placement at Q32 Bio.

Orbimed Advisors LLC purchased 1,875,000 shares across 2 separate transactions on 2026-05-28, paying $8.00 per share for a total of $15,000,000.00. However, this transaction is flagged as a private placement—not a discretionary open-market purchase—and therefore should not be interpreted as an expression of insider conviction about the stock's near-term prospects. The stock currently trades at $11.66, up 131.4% over 30 days and 138.4% over 90 days, placing it 11.3% below its 52-week high of $13.15. Q32 Bio is an early-stage biotech company with zero quarterly revenue and a net loss of $7,609,000.00, typical for pre-commercial stage enterprises. The private-placement structure indicates this was a structured financing event rather than an open-market vote of confidence, limiting the signal value for momentum or directional conviction.

Director Orbimed Advisors Llc sells ~293k shares (~$13.4M) over three days as stock trades near its 52-week high.

Orbimed Advisors, a director at Sionna Therapeutics, disposed of roughly 293,000 shares across three trading days in early May, representing approximately 10% of their total holding and netting over $13 million. The timing is notable: the stock has rallied significantly over the prior quarter and trades near its 52-week high, a position where insiders often choose to lighten exposure. However, this director's own historical record at this company shows mixed timing on prior sales—about half of their previous exits saw the stock rise afterward (poorly timed exits), while the other half preceded stock declines (well-timed exits). The company itself remains unprofitable with substantial net losses and negative earnings, so this sale comes against the backdrop of fundamental weakness. Orbimed's filing history shows a clear pattern: 144 prior open-market sales across all holdings over the 36-month window, with this transaction representing the 145th-147th sale. The volume and frequency of sales relative to zero open-market purchases in the same period suggests this is a holder managing a large position, not an insider with accumulated operational conviction in the company.

OrbiMed Advisors acquires 597,729 shares of Traws Pharma at $1.67 as losses widen; stock down 61.3% YTD

OrbiMed Advisors, a 10% shareholder, purchased 597,729 shares at $1.67 on 2026-04-16, nearly doubling its stake from 605,521 to 1,203,250 shares. The transaction occurred amid a sharp deterioration: Traws reported a net loss of $-3.0M against revenue of $2.7M, and the stock has declined 61.3% from its 52-week high of $3.13. Notably, OrbiMed's cross-ticker buy track record shows 6 prior purchases with an average 90-day return of +360.7% and a 100% win rate, though this represents historical performance across multiple holdings, not predictive evidence of outcomes at Traws specifically. The purchase price of $1.67 now trades 27% below the transaction price at a current price of $1.21, reflecting continued negative momentum (30-day decline of -31.2%) since the acquisition.

ORBIMED ADVISORS LLC (Director) purchased 2,815,315 shares for $12,499,998.60 at $4.44 on 2026-04-21

ORBIMED ADVISORS LLC, a Director, executed 2 separate purchases totaling 2,815,315 shares (2.82M shares) for $12,499,998.60 ($12.5M) at a blended average price of $4.44 on 2026-04-21. The transaction represents a substantial commitment: post-transaction holdings of 1,126,126 shares reflect a net increase from a pre-transaction position of -1,689,189 shares. The stock is currently trading at $4.40, only -20.3% from its 52-week high of $5.52 and up +41.0% over 30 days and +117.8% over 90 days. ORBIMED's cross-ticker track record shows strong performance on buys (5 prior buys with 100% 90-day win rate and +469.9% average 30-day return) against a more mixed record on sells (75% well-timed rate). Prelude Therapeutics remains unprofitable with quarterly revenue of $6,500,000 ($6.5M) and net income of $-19,725,000 ($-19.7M), though the company posted +73.4% annual revenue growth. The large capital commitment by a director at current valuations into an unprofitable but high-growth biotech company should be monitored against the company's path to profitability and execution on its pipeline.

ORBIMED ADVISORS LLC sells 55,345 shares of SION for $2,472,342.92 via scheduled 10b5-1 plan

ORBIMED ADVISORS LLC sold 2 separate tranches totaling 55,345 shares at a blended average price of $44.67 on April 17–18, 2026, for a combined $2,472,342.92. This sale reduced the director's holdings from 3,020,119 shares to 2,964,774 shares, a net decrease of 1.8%. The transaction was executed under a pre-arranged 10b5-1 trading plan, indicating the sales were scheduled rather than discretionary. Since the trades are programmatic, no timing-based inference about insider conviction is warranted; the filing reflects a pre-determined execution schedule rather than a spontaneous response to market conditions.

OrbiMed Advisors LLC sold 510,583 shares at $44.51–$45.34 (avg $44.94) for $22,945,043.50 via scheduled 10b5-1 plan

OrbiMed Advisors LLC, a director of Sionna Therapeutics, executed 3 separate sales totaling 510,583 shares for $22,945,043.50 on 2026-04-14 through 2026-04-16, reducing holdings from 3,530,702 shares to 3,020,119 shares. This disposition represents a 14.5% reduction in the director's position and was conducted pursuant to a pre-arranged 10b5-1 trading plan, meaning the sales were scheduled in advance rather than discretionary. With OrbiMed maintaining 3.02M shares post-transaction, the director retains a substantial stake in the company, though the magnitude of this scheduled liquidation ($22.9M across three days) warrants attention to any related disclosures about the plan's terms, duration, or OrbiMed's broader investment thesis.