Llc Ecor1 Capital

10% owner Ecor1 Capital acquires over 500k shares of ATRA at $9.35 amid stock trading well below 52-week highs.

Ecor1 Capital, a significant institutional investor holding over 10% of Atara Biotherapeutics, purchased over half a million shares in a single open-market transaction, materially increasing its stake in the company. The purchase occurred while the stock trades at a substantial discount to its 52-week high, reflecting a meaningful pullback in valuation. Notably, this represents Ecor1 Capital's 43rd open-market purchase in the past three years, demonstrating a consistent pattern of buying on weakness rather than a one-off speculative trade. The company itself remains profitable with solid fundamentals, trading at an undemanding multiple despite near-term headwinds that may be driving the depressed share price. Institutional investors of this scale typically make portfolio decisions based on risk-reward positioning rather than insider knowledge of confidential developments, so this accumulation should be read as a calculation that current prices represent value—but the large outlay and frequency of prior purchases warrant monitoring to ensure the thesis continues to hold.

EcoR1 Capital (Director) bought 2,222,222 shares at $18.00 for $39,999,996.00 on 2026-01-12; 5 other insiders also bought within 14 days

EcoR1 Capital, LLC acquired 2 separate tranches totaling 2,222,222 shares at $18.00 per share for approximately $40.0M on the stock's second trading day following a recent listing. The current price stands at $21.75, representing a 20.8% premium to the transaction price. Notably, a cluster of 5 other insiders also executed purchases within the past 14 days, suggesting coordinated confidence among the insider group at the IPO price point. This filing involves a derivative-conversion transaction; the director's full position extends beyond the Table I holdings shown (347,305 shares post-transaction), requiring review of Table II derivative securities for complete position context.

EcoR1 Capital sells 64.05M shares (39% of holdings) in 3 trades for $6.9M at $0.11 blended avg; stock down -92.8% from 52-week high, -58.3% 30-day

EcoR1 Capital, a 10% owner of Adaptimmune Therapeutics, executed 3 separate sales totaling 64,052,538 shares for $6,890,235.51 between July 28–30, 2025, reducing its stake by 39.0% from 164,424,420 to 100,371,882 shares. The transactions occurred at a blended average of $0.11 per share while the current price stands at $0.10, and the stock has collapsed -92.8% from its 52-week high of $1.39 and -58.3% over the past 30 days. Against this backdrop of severe price deterioration and unprofitability ($-47,584,000 net income in the latest period despite +195.3% revenue growth), the substantial liquidation of the insider's position signals a major shift in the ownership structure. The insider's cross-ticker track record of 3 prior sells shows an average 30-day return of -10.7%, providing context that prior sales by this actor have not preceded price recoveries.

Director EcoR1 Capital bought 55,421 shares (55.4K) at $11.47 avg in May; holding now 17.88M shares amid ZYME losses.

EcoR1 Capital, a director of Zymeworks, executed 2 separate purchases totaling 55,421 shares for $635,585.71 in mid-May 2025 at an average price of $11.47. The current price of $11.82 is -32.1% from the 52-week high of $17.40, placing the transaction near recent lows. EcoR1's prior 5 purchases at ZYME all showed positive 30-day returns (ranging from +1.6% to +16.0%), though longer-term outcomes remain unmeasurable. However, the company's fundamentals present a headwind: Zymeworks reported a net loss of $-22,636,000.00 against quarterly revenue of $27,110,000.00, with annual revenue growth of just +0.4%, indicating persistent unprofitability and minimal growth. The director's continued accumulation—now holding 17.88M shares (+0.3% net increase)—occurs amid deteriorating financial metrics, not strength.

EcoR1 Capital acquires 4,958,978 shares ($38.7M) in 2 tranches; post-transaction stake rises to 10.69M shares.

EcoR1 Capital, a 10% owner, executed two separate purchases totaling 4,958,978 shares for $38,685,561.58 at a blended average price of $7.80 per share on May 14–15, 2025. The combined acquisition increased the fund's holdings by 86.5% from 5,730,000 to 10,688,978 shares, deepening its stake in a pre-revenue, unprofitable biotech company. Despite the significant capital deployment and enlarged position, the current stock price of $7.81 remains 56.8% below the 52-week high of $18.09, and the insider's cross-ticker track record shows minimal prior trading activity—17 prior buys with an average 30-day return of −0.3%, providing limited direct precedent for assessing the quality of this buying decision at iTeos. The transaction warrants investor attention given the scale of capital commitment and the company's early-stage revenue profile.

EcoR1 Capital sold 6,279,684 shares (54.2% of holdings) for $50.8M at avg $8.10; stock down 70.4% from 52-week high.

EcoR1 Capital, a 10% owner, executed 3 separate sales totaling 6,279,684 shares for $50,839,807.33 between May 2–6, 2025, reducing holdings from 11,584,280 shares to 5,304,596 shares. The transaction occurred as PROTHENA stock trades at $7.35, down -70.4% from its 52-week high of $24.79 and down -32.3% in the past 30 days. The blended sale price of $8.10 was substantially above current market levels, capturing value ahead of continued weakness. Critically, the company is unprofitable (latest quarter net income: $-59,001,000.00) despite quarterly revenue of $970,000.00, and EcoR1's own cross-ticker trade history shows a 0.00% win rate over 90-day periods with an average 90-day return of -17.9%. This large and rapid reduction in ownership stake by a major insider, paired with the company's negative earnings trajectory and the seller's historically poor timing on similar positions, presents a material signal to investors about confidence in the company's near-term prospects.

EcoR1 Capital (Director) bought 128,713 shares over 2 days for $1,456,407.88; stock down 33.7% YTD amid operating losses.

EcoR1 Capital purchased 128,713 shares across 2 separate transactions on April 16–17, 2025, at a blended average price of $11.32, increasing its holdings from 17.70M to 17.83M shares. This acquisition occurs while ZYME trades 33.7% below its 52-week high and the company is structurally unprofitable, reporting $-29.8M net income against $16.0M quarterly revenue. The timing is notable: EcoR1 has already executed 5 buys at ZYME within the preceding 16 days (March 31 through April 4), suggesting sustained accumulation. However, EcoR1's cross-ticker track record shows a 0.00% win rate on 20 prior open-market buys with an average 90-day return of -19.2%, indicating a pattern of poor buy-timing execution. The consistent purchasing despite widening losses and steep price declines, coupled with this insider's historically unsuccessful buy timing, leaves the signal ambiguous—whether this reflects conviction in turnaround potential or continued execution challenges cannot be determined from the data alone.

EcoR1 Capital director bought 317,208 shares at blended $11.42; stock now $10.43, down 40.1% from 52-week high

EcoR1 Capital, LLC acquired 317,208 shares across two separate transactions on 2025-04-03 and 2025-04-04 at prices of $11.84 and $11.17, representing a blended average of $11.42 and a total outlay of $3,623,970.36. The purchase increased the director's holdings by 1.8%, to 17,699,774 shares post-transaction. The timing of this purchase occurs against a backdrop of significant price deterioration: the stock has declined 40.1% from its 52-week high of $17.40 and is currently trading at $10.43, with losses of 13.1% over the prior 30 days and 27.1% over 90 days. The company's fundamentals show operational strain, with net income of $-29,850,000 (negative over the latest full fiscal year) against quarterly revenue of $16,000,000, though the director's cross-ticker track record shows an average 30-day return of +7.8% on 20 prior buy transactions. At the same ticker (ZYME), the director executed 5 prior buys dating back to 2025-03-25, none yet reaching 90-day measurement windows, establishing a rapid accumulation pattern within a compressed timeframe during a period of sharp stock decline.

Director EcoR1 Capital acquired 127,415 shares across 3 open-market transactions (Mar 31–Apr 2) at $11.75 blended avg; stock down 31.5% from 52-week high amid losses.

EcoR1 Capital, a director at Zymeworks, executed 3 separate purchases totaling 127,415 shares for $1,497,322.33 between March 31 and April 2, 2025, at prices ranging from $11.60 to $11.85. The activity comes as Zymeworks stock trades at $11.92, down 31.5% from its 52-week high of $17.40 and off 19.4% over the past 90 days. Fundamentally, the company is unprofitable—recording net income of $-29,850,000.00 against quarterly revenue of $16,000,000.00—and annual revenue growth has decelerated to +0.4%. The director's cross-ticker track record shows a 0.00% win rate on buys at the 90-day mark with an average 90d return of −19.4%, a pattern consistent with recent market weakness in this holding. While the director's prior purchases at ZYME (5 trades dating March 20–26) remain outcome-unmeasurable, the timing of these three latest buys near depressed price levels—coinciding with the stock's decline from recent highs—occurred in a context of persistent unprofitability and minimal growth, raising questions about whether the purchases reflect conviction in a turnaround or simply accumulation at lower entry points during a broader downturn.

EcoR1 Capital, LLC (Director) bought 97,349 shares (97.3K shares) in ZYME across 2 transactions for $1,227,309.18 ($1.2M) at blended $12.61, amid 28.1% decline from 52-week high.

EcoR1 Capital, LLC executed 2 separate purchases totaling 97,349 shares for $1,227,309.18 ($1.2M) on March 25–26, 2025, at an average price of $12.61 per share. This buying follows four consecutive prior purchases at ZYME within the preceding week (March 18–24), suggesting sustained accumulation. The timing coincides with material price weakness: the stock is -28.1% from its 52-week high and down 7.8% over the prior 30 days. ZYME is unprofitable (net income $-29,850,000.00 for the latest full year) on minimal revenue growth (+0.4% year-over-year), so the director's continued buying into deteriorating fundamentals and falling price merits investor attention. EcoR1's cross-ticker track record shows a 5.2% average 30-day return on prior buys, but this company-specific trading pattern is new territory with no measurable outcomes yet.