InsidersTradesSigma
Track the Harmony Biosciences Holdings, Inc. stock price and the full management transaction log of the company, a listed equity based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Harmony Biosciences Holdings, Inc. has published 119 public disclosures. Market capitalisation: €2.3bn. The latest transaction was reported on 9 September 2026 (Cession). Among the most active insiders: Dierks Jeffrey. All data is openly available.
119
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€306m
45 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Harmony Biosciences Holdings, Inc. Buy (bullish), based on 11 analysts. Average price target: US$47.36.
38Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 1,252 of 29,064 companies
79.7
score / 100
Value76
Quality84
FCF yld15%
Earn yld6.9%
EV/EBITDA9.6x
ROE20%
Gross mgn77%
Net mgn18%
Debt/EBITDA0.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 9 September 2026
Declarations119 total
5,500 shares@ US$41.9839Common StockSEC:0002009762-26-000005:0
4,500 shares@ US$42.2475Common StockSEC:0002009762-26-000005:1
1,000 shares@ US$42.7947Common StockSEC:0002009762-26-000005:2
12,200 shares@ US$30.69Common StockSEC:0002009762-26-000005:3
10,754 shares@ US$30.27Common StockSEC:0002009762-26-000005:4
22,954 shares@ US$43.1014Common StockSEC:0002009762-26-000005:5
28,454 shares@ US$42.250.052% mcap100.0% of flowCommonSEC144:0001950047-26-009207
700,883 shares@ US$37.901.19% mcap100.0% of flowCommonSEC144:0001950047-26-007827
25,000 shares@ US$36.96030.042% mcap100.0% of flowCommonSEC144:0001950047-26-006806
50,000 shares@ US$36.07650.085% mcap41.6% of flowCommonSEC144:0001950047-26-006634
45,594 shares@ US$35.2420.076% mcap37.2% of flowCommonSEC144:0001950047-26-006529
4,406 shares@ US$35.02090.0073% mcap3.4% of flowCommonSEC144:0001950047-26-006445
27,960 shares@ US$33.73620.044% mcap17.0% of flowCommonSEC144:0001950047-26-005832
2,101 shares@ US$33.08140.0032% mcap1.2% of flowCommonSEC144:0001950047-26-005696
7,064 shares@ US$33.0170.011% mcap4.0% of flowCommonSEC144:0001950047-26-005635
7,500 shares0Common StockSEC:0002064712-26-000004:0
3,173 shares@ US$27.62100.0% of flowCommon StockSEC:0002064712-26-000004:1
3,746 shares@ US$37.1520.0067% mcap50.0% of flowCommon StockSEC:0001677141-26-000004:0
2,188 shares0Common StockSEC:0002009762-26-000002:0
2,500 shares0Common StockSEC:0001821460-26-000002:0
3,813 shares0Common StockSEC:0001677141-26-000002:0
10,500 shares0Common StockSEC:0001615993-26-000002:0
20,961 shares@ US$35.915922.1% of flowCommon StockSEC:0001677141-26-000001:0
20,000 shares@ US$8.2217.3% of flowCommon StockSEC:0001615993-25-000005:0
20,000 shares@ US$29.0321.9% of flowCommon StockSEC:0001677141-25-000008:0
25 of 119 declarations
关于 Harmony Biosciences Holdings, Inc.
Harmony Biosciences Holdings, Inc.是一家总部位于美国的制药公司，在美国纳斯达克上市，公司总部位于宾夕法尼亚州普利茅斯会议。该公司成立于2017年7月，名为Harmony Biosciences II, LLC，于2017年9月更名为Harmony Biosciences II, Inc.，并于2020年2月采用现名。其战略重点是为患有罕见神经系统疾病和其他仍存在巨大未满足医疗需求的神经系统疾病患者开发和商业化创新疗法。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001802665/000110465926018859/hrmy-20251231x10k.htm)) 从运营角度来看，Harmony仍然高度集中于WAKIX (pitolisant)，这是其迄今为止唯一获得商业批准和上市的产品。WAKIX是该公司的旗舰特许经营产品和主要的收入驱动因素，这使得投资案例与该产品在嗜睡症中的持续渗透率紧密相关。Harmony最新的备案文件和投资者材料也强调了更广泛的管线战略，包括旨在解决睡眠/觉醒障碍、癫痫、罕见/孤儿中枢神经系统资产以及邻近中枢神经系统机会的业务发展和许可活动。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001802665/000110465926018859/hrmy-20251231x10k.htm)) 竞争定位是一家专注于罕见神经系统疾病的专业生物制药公司，而非多元化的大型制药公司。这种专业化在罕见神经系统疾病领域可能是一个优势，因为深入的商业执行、医生教育、支付方准入和患者支持至关重要。同时，该公司面临集中风险，因为其历史和当前的财务状况严重依赖WAKIX。管理层明确指出持续销售增长、知识产权保护、市场准入以及WAKIX之外其他产品的成功开发的重要性。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001802665/000110465926018859/hrmy-20251231x10k.htm)) 最近的发展表明其商业轨迹依然强劲。在2026年第一季度，Harmony报告WAKIX的净产品收入为$215.4 million，同比增长17%，并重申2026年全年净收入指导超过$1 billion。该公司还报告截至2026年3月31日拥有$870.5 million的现金、现金等价物和投资，并宣布了高管领导层变动，包括新的首席运营官和首席财务官。与此同时，Harmony强调了其Phase 3 ARGUS项目的开放标签扩展数据，这强化了公司扩大其开发组合并创造更长期增长驱动力的意图。([ir.harmonybiosciences.com](https://ir.harmonybiosciences.com/news-releases/news-release-details/harmony-biosciences-reports-q1-financial-results-and-confirms)) 对于法语投资者而言，Harmony Biosciences最好被视为一家在纳斯达克上市的利基美国神经病学和罕见病制药公司，其商业基础集中在美国，并制定了旨在随着时间推移减少对单一资产依赖的管线战略。其概况结合了稳健的当前现金生成、对WAKIX的高度依赖以及新许可和开发项目的选择权。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001802665/000110465926018859/hrmy-20251231x10k.htm))
