InsidersTradesSigma
Follow the Sensei Biotherapeutics, Inc. share price and the full directors' dealings record of the company, a listed equity based in United States. Shares trade on the US market, under the oversight of SEC (Form 4). Operating in the Healthcare & Pharma sector, Sensei Biotherapeutics, Inc. has recorded 158 reports. Market capitalisation: €18.6m. The latest transaction was filed on 1 June 2026 (Cession). Among the most active insiders: MILLENNIUM MANAGEMENT LLC. All data is openly available.
158
Insider Decl.
n/a
Thresholds
€4m
83 ops.
Buy Volume
€9m
36 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Sensei Biotherapeutics, Inc. Strong Buy (bullish), based on 3 analysts. Average price target: US$51.67.
32Σ 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.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 1 June 2026
Declarations158 total
24,524 shares@ US$20.001.96% mcap9.2% of flowCommon StockSEC:0000897069-26-001299:0
476 shares@ US$21.140.040% mcap0.2% of flowCommon StockSEC:0000897069-26-001299:1
1,327 shares@ US$27.94670.15% mcap1.8% of flowCommon StockSEC:0001104659-26-062603:1
Canonical exit: 24 Jun 2026 (T+90)
2,601 shares@ US$28.85390.30% mcap3.6% of flowCommon StockSEC:0001104659-26-062603:2
Canonical exit: 24 Jun 2026 (T+90)
1,025 shares@ US$29.97880.12% mcap1.5% of flowCommon StockSEC:0001104659-26-062603:3
Canonical exit: 24 Jun 2026 (T+90)
583 shares@ US$26.87970.063% mcap0.8% of flowCommon StockSEC:0001104659-26-062603:4
1,274 shares@ US$28.68820.15% mcap1.8% of flowCommon StockSEC:0001104659-26-062603:5
10,643 shares@ US$26.29331.12% mcap13.5% of flowCommon StockSEC:0001104659-26-062603:6
Canonical exit: 25 Jun 2026 (T+90)
4,384 shares@ US$27.28260.48% mcap5.8% of flowCommon StockSEC:0001104659-26-062603:7
Canonical exit: 25 Jun 2026 (T+90)
294 shares@ US$28.13010.033% mcap0.4% of flowCommon StockSEC:0001104659-26-062603:8
Canonical exit: 25 Jun 2026 (T+90)
469 shares@ US$26.76520.050% mcap0.6% of flowCommon StockSEC:0001104659-26-062603:9
36 shares@ US$27.3690.0040% mcap0.0% of flowCommon StockSEC:0001104659-26-062603:10
2,992 shares@ US$25.07840.30% mcap3.6% of flowCommon StockSEC:0001104659-26-062603:11
Canonical exit: 28 Jun 2026 (T+90)
4,995 shares@ US$25.990.52% mcap6.3% of flowCommon StockSEC:0001104659-26-062603:12
Canonical exit: 28 Jun 2026 (T+90)
1,176 shares@ US$26.700.13% mcap1.5% of flowCommon StockSEC:0001104659-26-062603:13
Canonical exit: 28 Jun 2026 (T+90)
370 shares@ US$27.680.041% mcap0.5% of flowCommon StockSEC:0001104659-26-062603:14
Canonical exit: 28 Jun 2026 (T+90)
518 shares@ US$25.85010.054% mcap0.6% of flowCommon StockSEC:0001104659-26-062603:15
370 shares@ US$27.680.041% mcap0.5% of flowCommon StockSEC:0001104659-26-062603:16
1,770 shares@ US$25.32090.18% mcap2.1% of flowCommon StockSEC:0001104659-26-062605:1
Canonical exit: 29 Jun 2026 (T+90)
1,048 shares@ US$26.72590.11% mcap1.3% of flowCommon StockSEC:0001104659-26-062605:2
Canonical exit: 29 Jun 2026 (T+90)
17 shares@ US$27.78380.0019% mcap0.0% of flowCommon StockSEC:0001104659-26-062605:3
Canonical exit: 29 Jun 2026 (T+90)
186 shares@ US$30.47540.023% mcap0.3% of flowCommon StockSEC:0001104659-26-062605:4
Canonical exit: 29 Jun 2026 (T+90)
1,957 shares@ US$31.45120.25% mcap3.0% of flowCommon StockSEC:0001104659-26-062605:5
Canonical exit: 29 Jun 2026 (T+90)
411 shares@ US$32.59620.054% mcap0.6% of flowCommon StockSEC:0001104659-26-062605:6
Canonical exit: 29 Jun 2026 (T+90)
191 shares@ US$24.28430.019% mcap0.2% of flowCommon StockSEC:0001104659-26-062605:7
25 of 158 declarations
关于 Sensei Biotherapeutics, Inc.
Sensei Biotherapeutics, Inc.（股票代码：SNSE）是一家在美国纳斯达克市场上市的临床阶段生物技术公司，专注于肿瘤学和下一代免疫疗法。对于讲法语的投资者来说，它应该被视为一家早期生物技术公司，而不是一家商业制药公司：投资案例主要由临床里程碑、管线执行、资本需求和战略选择驱动，而不是由经常性产品销售驱动。该公司最初于 1999 年在马里兰州注册成立，名为 Panacea Pharmaceuticals，后于 2017 年 12 月在特拉华州重新注册，并更名为 Sensei Biotherapeutics。其主要行政办公室位于马里兰州罗克维尔，并在马萨诸塞州波士顿设有额外的研发机构。([sec.gov](https://www.sec.gov/Archives/edgar/data/1829802/000095017025046338/snse-20241231.htm?utm_source=openai)) Sensei 围绕一个最初名为 ImmunoPhage 的专有肿瘤免疫学平台构建，旨在诱导针对癌症的靶向免疫反应。随着时间的推移，该公司将其科学重点转向旨在解决检查点抵抗和肿瘤免疫逃逸的计划。2020 年，Sensei 收购了 Alvaxa Biosciences，以加强其骆驼抗体和纳米抗体工程能力。2021 年，它重新调整了其管线，重点关注下一代资产，包括 SNS-401-NG 和 SNS-VISTA。2025 年末，战略概况再次发生变化，当时该公司宣布将停止 solnerstotug 的开发，并开始全面审查战略替代方案。随后，在 2026 年 2 月，Sensei 宣布收购 Faeth Therapeutics 并同时进行 200 million 美元的私募，增加了 PIKTOR，这是一种 PI3K/AKT/mTOR 通路的口服多节点抑制剂，其开发目标是包括子宫内膜癌和乳腺癌在内的实体瘤。([investors.senseibio.com](https://investors.senseibio.com/news-releases/news-release-details/sensei-biotherapeutics-completes-acquisition-alvaxa-biosciences?utm_source=openai)) 在运营方面，Sensei 仍然是一家处于开发阶段的公司，没有成熟的商业特许经营权。其业务线集中在癌症治疗药物的发现、临床前开发和临床开发。这使得其竞争地位高度专业化，但也高度风险：该公司在拥挤的肿瘤学和免疫肿瘤学领域与大型制药集团和资金更充足的生物技术同行竞争。差异化取决于机制新颖性、转化数据以及产生有说服力的人体临床证据的能力。从地理角度来看，Sensei 的业务范围主要在美国，集中在马里兰州和马萨诸塞州，尚未建立有意义的国际商业网络。最近最重要的公司事件是 solnerstotug 的战略转变、Faeth 的收购以及新融资，这些事件实质性地重塑了公司的管线和资产负债表跑道。([sec.gov](https://www.sec.gov/Archives/edgar/data/1829802/000119312526132014/snse-20251231.htm?utm_source=openai))
