ORKA Oruka Therapeutics, Inc.

bullish · high conviction track record →
Mkt Cap $4B 52wk $8.91 - $91.00 2h ago
Insider buying: $3,550,945 bought by 8 insiders (30d)
Est. revisions: -1.5%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.4)

Factor Model

net -1.4
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Leerink lifts ORKA price target to $120

Watch: Focus on the longer-term EVERLAST-A Phase 2a data expected in H2 2026 for further clarity on ORKA-001’s market potential.

Oruka Therapeutics' shares drew significant insider buying from Janus Henderson and Venrock Healthcare totaling nearly $2.8M at prices ranging from $3.41 to $11.86 per share. Leerink Partners raised the price target from $109 to $120 after ORKA-001 showed 63.5% PASI 100 response at Week 16 in a Phase 2a trial. The company expects longer-term data mid-2026 and has a strong safety profile supporting potential once-yearly dosing.

This insider confidence and improved price target validate the trial's strong efficacy data and reinforce growth expectations for ORKA’s psoriasis treatment candidate.

Evidence

1d ago Insider buy by VENROCK HEALTHCARE CAPITAL PARTNERS III, L.P. (ORKA): $1,407,368
1d ago Insider buy by JANUS HENDERSON GROUP PLC (ORKA): $17,067
1d ago Insider buy by JANUS HENDERSON GROUP PLC (ORKA): $699,165
1d ago Insider buy by JANUS HENDERSON GROUP PLC (ORKA): $1,427,345
Fundamentals & Data ▾
Oruka Therapeutics, Inc. Healthcare · Biotechnology
Mkt Cap
$4B
52w Range
$8.91 - $91.00
Short Interest
7.0M 17.87%
Days to Cover
3.5 +55%
Insiders
selling 4B / 10S
EPS Estimate
$-0.54 -1.5% 30d 0up / 2dn
Est. Dispersion
36% 9 analysts
Analyst Target
$142 $100 - $200
Options P/C
2.77
Insider Cluster
buy cluster 2B / 5S
Fund Convergence
strong Elliott, Citadel, D.E. Shaw
Top Holders
Elliott $81M
Citadel $22M
D.E. Shaw $3M
Recent Filings & Data
insider trade 26
net buying · $2,439,722 sold · $3,550,945 bought
8 insiders · 26 transactions (30d)
Recent transactions
SANDLER LAURA LEE · sell · $319,384
SANDLER LAURA LEE · exercise · $39,000
GONCALVES JOANA · sell · $462,830
GONCALVES JOANA · exercise · $51,240
QUINLAN PAUL T · sell · $30,273
GONCALVES JOANA · sell · $312,560
KLEIN LAWRENCE OTTO · sell · $71,408
AGARWAL ARJUN · sell · $16,314
SANDLER LAURA LEE · sell · $24,780
SANDLER LAURA LEE · sell · $167,822
GONCALVES JOANA · sell · $226,559
QUINLAN PAUL T · award
GONCALVES JOANA · award
KLEIN LAWRENCE OTTO · award
AGARWAL ARJUN · award
SANDLER LAURA LEE · award
GONCALVES JOANA · sell · $222,704
SANDLER LAURA LEE · sell · $370,795
GONCALVES JOANA · sell · $214,293
FAIRMOUNT FUNDS MANAGEMENT LLC · award · $5,000,100
VENROCK HEALTHCARE CAPITAL PARTNERS III, L.P. · buy · $1,407,368
FAIRMOUNT FUNDS MANAGEMENT LLC · other
FAIRMOUNT FUNDS MANAGEMENT LLC · award · $8,145,500
JANUS HENDERSON GROUP PLC · buy · $17,067
JANUS HENDERSON GROUP PLC · buy · $699,165
JANUS HENDERSON GROUP PLC · buy · $1,427,345
5 signals · latest 1d ago

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