Orbimed Genesis GP LLC

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.

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.

ORBIMED ADVISORS LLC (Director) bought 6,306,127 shares at $0.87 on 2025-08-25 for $5,471,826.40 in two transactions

ORBIMED ADVISORS LLC executed two separate purchases totaling 6,306,127 shares at $0.87 for $5,471,826.40, bringing the director's holding to 1,051,021 shares post-transaction. The acquisition price of $0.87 is 13.9% below the current price of $1.01, and well above the 52-week low of $0.73, though the stock remains -73.9% below its 52-week high of $3.87. Shattuck Labs is unprofitable with net income of -$12,458,000 in its most recent fiscal year and $0.00 latest-quarter revenue, though the company achieved +245.3% annual revenue growth (FY vs prior FY), suggesting business scaling despite near-term losses. The director's cross-ticker track record shows 2 prior buys with an 0.00% 90-day win rate (average 90d return -35.4%), indicating past open-market purchases at other companies have underperformed in the 90-day window. This purchase's significance is moderated by the unprofitable operational profile and the director's limited buy-side success track record across other securities.