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Mkt Cap $2B
52wk $9.43 - $44.89
Updated Thursday
Insider buying: $201,709,749 bought by 22 insiders (30d)
Factor divergence:
DIVERGENCE: insider_activity bullish vs analyst_revisions bearish
Est. revisions:
-2.4%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.1)
Factor Model
net -1.1 3.0 / 10
Est. Revisions
-0.2
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Three insiders buy $10.8M each; new CCO joins
Watch: Next earnings or pipeline update to confirm commercialization progress and validate leadership impact.
Three insiders YANG RICK, BEHBAHANI ALI, and SANDELL SCOTT D each bought $10.8M shares at $21.65. MBX appointed Mark Soued as Chief Commercial Officer, highlighting a strong pipeline in endocrine and metabolic therapies. Insider buying cluster includes 17 buyers, with total buy value near $188M, indicating robust confidence.
Strong insider buying and leadership addition signal high confidence in MBX's strategic direction and pipeline prospects amid biotech sector volatility.
Evidence
Updated Thursday
Insider buy by WALKER PAUL EDWARD (MBX): $10,825,000
Updated Thursday
Insider buy by NEW ENTERPRISE ASSOCIATES 17 L.P. (MBX): $10,825,000
Updated Thursday
Insider buy by FRAZIER LIFE SCIENCES X, L.P. (MBX): $13,531,250
Updated Thursday
Insider buy by FLORENCE ANTHONY A JR (MBX): $10,825,000
Updated Thursday
Insider buy by HERON PATRICK J (MBX): $13,531,250
Updated Thursday
Insider buy by MATHERS EDWARD T. (MBX): $10,825,000
Updated Thursday
Insider buy by GORDON CARL L (MBX): $16,237,500
Updated Thursday
Insider buy by BASKETT FOREST (MBX): $10,825,000
7 older signals
Updated Thursday
Insider buy by HAWRYLUK P KENT (MBX): $534,500
Updated Thursday
Insider buy by ORBIMED ADVISORS, L.L.C. (MBX): $2,020,756
Updated Thursday
Insider buy by GORDON CARL L (MBX): $2,020,756
Updated Thursday
Insider buy by PESCOVITZ ORA H (MBX): $45,312
Updated Thursday
Insider buy by HERON PATRICK J (MBX): $11,999,988
Updated Thursday
Insider buy by HOERTER STEVEN L (MBX): $264,984
Updated Thursday
Insider buy by HAWRYLUK P KENT (MBX): $272,790
Fundamentals & Data ▾
MBX Biosciences, Inc.
Healthcare · Biotechnology
Mkt Cap
$2B
52w Range
$9.43 - $44.89
Short Interest
3.8M 11.17%
Days to Cover
8.0 +27%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+14.9%
Insiders
buying
11B / 0S
EPS Estimate
$-0.65
-2.4% 30d
0up / 1dn
Est. Dispersion
18%
7 analysts
Analyst Target
$63
$20 - $88
Options P/C
0.58
Insider Cluster
strong buy
15B / 0S (officer)
Fund Convergence
strong
D.E. Shaw, Citadel, Renaissance
Top Holders
D.E. Shaw
$106M
Citadel
$26M
Renaissance
$1M
Recent Filings & Data
insider trade
47
net buying
· $201,709,749 bought
22 insiders · 47 transactions (30d)
Recent transactions
HAWRYLUK P KENT · buy · $525,663
HAWRYLUK P KENT · exercise · $460,288
HAWRYLUK P KENT · award
BARTRAM RICHARD B · award
AZOULAY SALOMON M.D. · award
HAWRYLUK P KENT · exercise · $594,292
HAWRYLUK P KENT · buy · $272,790
HOERTER STEVEN L · buy · $264,984
HERON PATRICK J · buy · $11,999,988
PESCOVITZ ORA H · buy · $45,312
GORDON CARL L · buy · $2,020,756
ORBIMED ADVISORS, L.L.C. · buy · $2,020,756
HAWRYLUK P KENT · buy · $534,500
BASKETT FOREST · buy · $10,825,000
BASKETT FOREST · other
CORNELIUS JAMES M · other
GORDON CARL L · buy · $16,237,500
GORDON CARL L · other
MATHERS EDWARD T. · buy · $10,825,000
MATHERS EDWARD T. · other
HERON PATRICK J · buy · $13,531,250
HERON PATRICK J · other
FLORENCE ANTHONY A JR · buy · $10,825,000
FLORENCE ANTHONY A JR · other
BEHBAHANI ALI · buy · $10,825,000
BEHBAHANI ALI · other
HAWRYLUK P KENT · other
AYNECHI TIBA · buy · $16,237,500
AYNECHI TIBA · other
MAKHZOUMI MOHAMAD · buy · $10,825,000
MAKHZOUMI MOHAMAD · other
ORBIMED ADVISORS, L.L.C. · buy · $16,237,500
ORBIMED ADVISORS, L.L.C. · other
CHANG CARMEN · buy · $10,825,000
CHANG CARMEN · other
SANDELL SCOTT D · buy · $10,825,000
SANDELL SCOTT D · other
WALKER PAUL EDWARD · buy · $10,825,000
WALKER PAUL EDWARD · other
YANG RICK · buy · $10,825,000
YANG RICK · other
NEW ENTERPRISE ASSOCIATES 17 L.P. · buy · $10,825,000
NEW ENTERPRISE ASSOCIATES 17 L.P. · other
FRAZIER LIFE SCIENCES X, L.P. · buy · $13,531,250
FRAZIER LIFE SCIENCES X, L.P. · other
WELLINGTON BIOMEDICAL INNOVATION MASTER INVESTORS CAYMAN II · other
HOERTER STEVEN L · award
15 signals · latest Updated Thursday
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