Orbimed Capital GP VI LLC

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.

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.

10% owner OrbiMed sold 168,136 shares ($2.7M) as stock rebounds to 52-week high of $17.49

OrbiMed Advisors LLC, a 10% shareholder in NeuroPace, executed 2 separate sales totaling 168,136 shares for $2,665,332.88 at a blended average price of $15.85 on 2025-05-14. The sale reduced the fund's stake by 4.9% to 3,238,199 shares. This transaction occurred as the stock has appreciated significantly in the recent term (30-day change: +67.7%, 90-day change: +42.1%) and now trades at the 52-week high of $17.49, above the transaction execution prices. Across OrbiMed's cross-ticker track record, the fund's 18 prior sells show an average 30-day return of -2.8%, though this particular filing does not indicate whether this sale was executed under a 10b5-1 plan. NeuroPace remains unprofitable despite strong revenue growth of 22.1% annually and recent quarterly revenue of $22,524,000.00, with a net loss of $-6,589,000.00 over the most recent quarter.

OrbiMed Advisors LLC exits entire 3.57M share stake in CMPX for $5.7M at $1.59

OrbiMed Advisors LLC, a director, sold 3,571,428 shares (3.57M shares) at $1.59 on 2025-04-09, liquidating its entire position for a total value of $5,678,570.52 ($5.7M). The stock has declined -32.3% over 30 days and -56.4% from its 52-week high of $3.90, now trading at $1.70. The company is unprofitable with a net income of $-10,481,000.00 ($-10.5M) and zero revenue in the latest quarter. OrbiMed's cross-ticker track record shows 18 prior open-market sells with an average 30-day post-sale return of -4.4%, though this metric reflects general outcomes across multiple holdings and does not establish a pattern predictive of CMPX-specific performance. A complete exit by a director-level holder amid significant price deterioration and operational losses warrants investor attention to the company's clinical development progress and capital runway.

ORBIMED ADVISORS LLC Director sells 52,429 shares for $2.8M at $54.02 blended avg; post-sale 187.3K shares held. Stock down 22.8% from 52-week high.

ORBIMED ADVISORS LLC, a Director of Disc Medicine, sold 9 separate tranches totaling 52,429 shares (52.4K shares) for $2,831,986.74 ($2.8M) across March 19–21, 2025, at a blended average of $54.02, reducing holdings by 21.9% from 239.7K to 187.3K shares. The sales occurred as the stock trades at $52.24, down 22.8% from its 52-week high and down 19.0% over 90 days, near the lower end of the 52-week range. The company remains unprofitable with net income of $-26,599,000 ($-26.6M) for the most recent full fiscal year. The timing of these multi-day liquidations coincides with significant downward price pressure on the stock, though prior trades at IRON on 2025-03-12 outcomes are not yet measurable. The size and multi-transaction nature of this sale represents material disposition by a director in an unprofitable company during a period of stock weakness.

ORBIMED Advisors LLC sold 312,384 shares for $16,965,596.07 over 3 days ending 2025-03-12, reducing holdings by 61.7%

ORBIMED Advisors LLC executed 15 separate sales totaling 312,384 shares for $16,965,596.07 between 2025-03-10 and 2025-03-12, with the blended average price of $54.31 exceeding the current stock price of $53.93. The sales reduced ORBIMED's stake in Disc Medicine from 506,593 shares to 194,209 shares—a -61.7% reduction in pre-transaction holdings. The company remains unprofitable with net income of $-26,599,000.00, placing this exit within a context of deteriorating fundamentals. ORBIMED's cross-ticker track record shows 33.33% well-timed rate on 9 prior sells with an average 90-day return of -7.5%, providing limited evidence of consistent sell timing acumen across holdings; the current sale's outcome relative to IRON's forward price action will be material to assessing execution quality in this instance.

Director ORBIMED ADVISORS LLC sold 83,695 shares of SPRY at $13.00 (total $1.1M), exiting entire position amid 4 consecutive sales in 3 days

ORBIMED ADVISORS LLC executed a complete exit of its 83,695 share stake in ARS Pharmaceuticals on 2024-08-26, realizing $1,088,035.00 at $13.00 per share. This transaction is the fourth in a concentrated sell sequence over three trading days (2024-08-21 through 2024-08-26), signaling a deliberate and rapid liquidation of the director's entire holding. The company's recent fundamentals are severely challenged: annual revenue growth contracted -97.7%, with the latest quarter generating only $500,000.00 in revenue against a full-year net loss of $-12,516,000.00. The rapid succession of sells—unfolding while the stock was near its 52-week peak of $14.89—combined with the director's historical track record showing a 100.00% well-timed sell rate across 13 prior open-market dispositions, raises material questions about capital preservation and near-term outlook. While stock performance in the 30 and 90 days post-transaction cannot yet be assessed, the velocity and timing of liquidation warrant investor attention given the underlying business deterioration.

ORBIMED ADVISORS LLC sells 868.7K shares (91.2% of holdings) for $11.5M at avg $13.24 amid revenue collapse

ORBIMED ADVISORS LLC, a Director, executed 4 separate sales totaling 868,682 shares for $11,497,963.08 over three trading days (Aug 21–23, 2024), reducing holdings from 952,377 shares to 83,695 shares. The sales occurred at prices ranging from $12.94 to $14.61 near the 52-week high of $14.89, while the current price is $12.96. Fundamentally, ARS Pharmaceuticals faces severe deterioration: annual revenue growth collapsed -97.7%, latest-quarter revenue stands at $500,000.00, and net income is negative $-12,516,000.00 with the company unprofitable over its most recent full fiscal year. Across the insider's cross-ticker track record, prior sells were well-timed 100% of the time with an average 90-day return of -26.1%, establishing a pattern of exits that preceded downward price action. This near-complete liquidation near the stock's 52-week highs coincides with a company experiencing operational distress and eroding fundamentals.

OrbiMed Advisors acquires 500,000 shares at $4.00 for $2,000,000.00, increasing stake as company fights unprofitability

OrbiMed Advisors, a 10% owner of scPharmaceuticals, executed 2 separate purchases totaling 500,000 shares for $2,000,000.00 at a blended average price of $4.00 per share. The transaction occurred when the stock was trading at $5.06, 36.4% below its 52-week high of $7.96. The purchase is material in absolute size, but comes amid significant operational challenges: scPharmaceuticals reported quarterly revenue of $8.1M against a net loss of $17.1M, and was unprofitable over its most recent full fiscal year. OrbiMed's cross-ticker track record shows 9 prior buys with a 66.67% 90-day win rate and average 90-day return of +578.1%, though same-ticker measurable history is not provided. The timing of this substantial accumulation warrant careful attention to whether this reflects continued confidence in company recovery strategy or portfolio positioning independent of near-term fundamentals.

OrbiMed Advisors LLC purchases 83,334 shares at $36.00 for $3,000,024.00; holding rises 54.8% in cluster buy pattern

OrbiMed Advisors LLC, a director of Disc Medicine (IRON), executed 3 separate purchases totaling 83,334 shares at $36.00 for $3,000,024.00 on 2024-06-17, raising its stake by 54.8% to 235,391 shares. The current stock price of $41.25 sits 45.2% below the 52-week high of $75.32, but is up 32.0% over the past 30 days. This filing occurs within a cluster pattern where 2 other insiders also bought within the past 14 days, suggesting coordinated interest. However, the company remains unprofitable with net income of $-26,949,000.00, and OrbiMed's prior track record at IRON shows 4 sales on 2023-12-14—all of which generated positive 90-day returns (ranging 13.4% to 15.4%), indicating poor timing on those exits.