InsidersTradesSigma
Track the MeiraGTx Holdings plc share price and the full management transaction log of the company, a listed equity based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, MeiraGTx Holdings plc has published 97 reports. Market capitalisation: €1.3bn. The latest transaction was disclosed on 18 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Forbes Alexandria. Every trade is free.
97
Insider Decl.
n/a
Thresholds
€27m
4 ops.
Buy Volume
€21m
22 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate MeiraGTx Holdings plc Strong Buy (bullish), based on 7 analysts. Average price target: US$29.43.
50Σ 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 9,950 of 29,064 companies
59.4
score / 100
Value21
Quality97
FCF yld-3.8%
Earn yld-8.6%
EV/EBITDA·
ROE72%
Gross mgn94%
Net mgn·
Debt/EBITDA·
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 18 August 2026
Declarations97 total
62,000 shares@ US$13.86Ordinary SharesSEC144:0001678604-26-000019
62,000 shares@ US$13.860.065% mcap28.6% of flowOrdinary SharesSEC:0001678604-26-000020:0
56,000 shares@ US$12.510.062% mcap100.0% of flowOrdinary SharesSEC144:0001742734-26-000017
56,000 shares@ US$12.510.062% mcap35.0% of flowOrdinary SharesSEC:0001742734-26-000018:0
27,659 shares@ US$13.330.029% mcap25.7% of flowOrdinary SharesSEC144:0001959173-26-005127
2,547 shares@ US$13.860.0027% mcap2.9% of flowOrdinary SharesSEC:0001742771-26-000012:0
25,112 shares@ US$14.900.029% mcap30.8% of flowOrdinary SharesSEC:0001742771-26-000012:1
7,000 shares0Ordinary SharesSEC:0001742734-26-000012:0
7,814 shares@ US$7.7330.8% of flowOrdinary SharesSEC:0001745347-26-000008:0
555,555 shares@ US$9.000.36% mcap13.5% of flowOrdinary SharesSEC:0001193125-26-174407:0
56,000 shares@ US$10.220.041% mcap60.6% of flowOrdinary SharesSEC:0001742734-26-000010:0
27,661 shares@ US$9.3617.3% of flowOrdinary SharesSEC:0001742771-26-000008:0
62,000 shares@ US$7.4126.2% of flowOrdinary SharesSEC:0001678604-26-000010:0
62,500 sharesOrdinary SharesSEC:0001678604-26-000006:0
11,250 sharesOrdinary SharesSEC:0001815161-26-000006:0
7,500 sharesOrdinary SharesSEC:0001745347-26-000006:0
25,000 sharesOrdinary SharesSEC:0001742771-26-000006:0
60,000 sharesOrdinary SharesSEC:0001742734-26-000006:0
50,000 sharesOrdinary SharesSEC:0001815161-26-000004:0
35,000 sharesOrdinary SharesSEC:0001745347-26-000004:0
75,000 sharesOrdinary SharesSEC:0001742771-26-000004:0
310,000 sharesOrdinary SharesSEC:0001742734-26-000004:0
310,000 sharesOrdinary SharesSEC:0001678604-26-000004:0
7,500 sharesOrdinary SharesSEC:0001815161-26-000002:0
17,500 sharesOrdinary SharesSEC:0001745347-26-000002:0
25 of 97 declarations
关于 MeiraGTx Holdings plc
MeiraGTx Holdings plc (NASDAQ: MGTX) 是一家在美国上市的基因药物公司，专注于基因疗法和基因调控平台。尽管控股公司根据非美国公司法组建，但其业务在伦敦和纽约设有主要的运营和战略中心，并围绕一个垂直整合的模型构建，该模型结合了发现、制造、质量控制和临床开发。这种整合结构是股权故事的核心部分，因为它使 MeiraGTx 在载体生产、工艺开发和潜在商业供应方面比许多早期同行拥有更多的控制权。([sec.gov](https://www.sec.gov/Archives/edgar/data/1735438/000110465926060739/mgtx-20260331x10q.htm?utm_source=openai)) 公司成立的目的是利用基因药物解决高度未满足的疾病需求。随着时间的推移，它已从一个主要关注眼部基因疗法的公司发展成为一个更广泛的基因药物平台。根据其2025年年度报告，MeiraGTx 在内部制造能力方面投入了大量资金，包括病毒载体生产设施、质粒DNA制造和先进的质量控制测试。管理层强调这种内部基础设施是临床执行和未来商业化的战略优势。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001735438/000110465926036494/mgtx-20251231x10k.htm?utm_source=openai)) MeiraGTx 的主要开发项目目前集中在四个晚期临床领域，涵盖眼科、唾液腺疾病和神经病学。主要资产包括用于X连锁视网膜色素变性的 bota-vec、用于放射性口干症的 AAV-hAQP1 和用于帕金森病的 AAV-GAD。公司还继续开发其核糖开关基因调控平台，该平台旨在通过口服小分子实现生物制剂的剂量响应性表达，并可能随着时间的推移将该平台扩展到更广泛的治疗类别。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001735438/000110465926036494/mgtx-20251231x10k.htm?utm_source=openai)) 在竞争方面，MeiraGTx 处于一个资本密集度极高的领域，执行风险仍然很高。其差异化优势来自于专有载体工程、内部制造规模以及包含疾病靶向临床项目和更具雄心的基因调控平台的管线。然而，与大多数临床阶段的生物技术公司一样，它仍处于盈利前阶段，尚未产生有意义的产品收入，因此估值主要受临床数据、监管里程碑、合作经济效益和融资能力驱动。([sec.gov](https://www.sec.gov/Archives/edgar/data/0001735438/000110465926036494/mgtx-20251231x10k.htm?utm_source=openai)) 最近的进展对投资者尤为重要。2026年4月，MeiraGTx 宣布了一项约100 million美元的承销股权发行，这应能增强近期的资金灵活性。大约在同一时间，它完成了一项与此前与 Janssen 相关的眼科项目相关的资产收购，进一步巩固了视网膜基因治疗特许经营权。公司2026年5月的公司更新表明，其管线正在持续取得进展，因为它正在努力实现潜在的后期价值拐点，如果成功，将在美国市场推出未来的商业产品。([investors.meiragtx.com](https://investors.meiragtx.com/news-releases/news-release-details/meiragtx-announces-pricing-100-million-offering-ordinary-shares?utm_source=openai))
