InsidersTradesSigma
Track the Tectonic Therapeutic, Inc. stock price and the full directors' dealings record of the company, a listed issuer based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Tectonic Therapeutic, Inc. has recorded 57 reports. Market capitalisation: €703.2m. The latest transaction was reported on 27 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: McNamara Peter. Every trade is free.
57
Insider Decl.
n/a
Thresholds
€18m
8 ops.
Buy Volume
€8m
6 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Tectonic Therapeutic, Inc. Strong Buy (bullish), based on 9 analysts. Average price target: US$77.56.
47Σ 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 27 August 2026
Declarations57 total
7,513 shares@ US$36.8319CommonSEC144:0001950047-26-008795
43 shares@ US$14.710.0001% mcap0.5% of flowCommon StockSEC:0002023255-26-000009:0
43 shares@ US$36.520.0002% mcap1.3% of flowCommon StockSEC:0002023255-26-000009:1
10,200 shares@ US$37.61480.052% mcap100.0% of flowCommonSEC144:0001950047-26-008563
43 shares@ US$35.000.0002% mcap1.3% of flowCommon StockSEC:0002023255-26-000007:1
43 shares@ US$14.710.0001% mcap0.6% of flowCommon StockSEC:0002023255-26-000007:0
172 shares@ US$33.090.0009% mcap100.0% of flowCommonSEC144:0001950047-26-006668
1,000 shares@ US$31.05100.0% of flowCommon StockSEC:0002023849-26-000006:0
10,000 shares@ US$30.0079.3% of flowCommon StockSEC:0002023849-26-000004:0
2,500 shares@ US$2.385.3% of flowCommon StockSEC:0002023255-26-000005:0
26,500 shares0Common StockSEC:0002023849-26-000003:0
19,500 shares0Common StockSEC:0002023175-26-000005:0
26,500 shares0Common StockSEC:0001791187-26-000005:0
76,500 shares0Common StockSEC:0001757533-26-000009:0
1,649 shares@ US$22.0632.3% of flowCommon StockSEC:0002023255-26-000004:0
2,500 shares@ US$21.100.0084% mcap50.0% of flowCommon StockSEC:0001757533-26-000008:0
Canonical exit: 12 May 2026 (T+90)
4,500 shares@ US$2.3817.5% of flowCommon StockSEC:0002023175-26-000003:0
2,500 shares@ US$21.1021.5% of flowCommon StockSEC:0001757533-26-000005:0
Canonical exit: 12 May 2026 (T+90)
6,000 shares@ US$21.6127.9% of flowCommon StockSEC:0001791187-26-000003:0
Canonical exit: 11 May 2026 (T+90)
2,064 shares@ US$23.2212.4% of flowCommon StockSEC:0002023849-26-000002:0
1,748 shares@ US$23.2235.7% of flowCommon StockSEC:0002023255-26-000002:0
2,077 shares@ US$23.2210.4% of flowCommon StockSEC:0001791187-26-000002:0
4,104 shares@ US$23.2239.1% of flowCommon StockSEC:0001757533-26-000004:0
1,619 shares@ US$23.2261.8% of flowCommon StockSEC:0002023175-26-000002:0
10,966 shares@ US$2.3810.8% of flowCommon StockSEC:0001757533-26-000002:0
25 of 57 declarations
关于 Tectonic Therapeutic, Inc.
Tectonic Therapeutic, Inc. 是一家在美国纳斯达克市场上市的美国临床阶段生物技术公司。对于投资者而言，该公司代表了一个经典的开发阶段生物技术案例：投资案例由科学平台质量、临床执行和未来数据发布驱动，而非当前产品销售。Tectonic 总部位于马萨诸塞州沃特敦，地处波士顿生物技术集群内，这使其能够接触到密集的研究人才、临床专业知识和外包合作伙伴生态系统。该公司将其核心重点描述为发现和开发调节 G 蛋白偶联受体 (GPCR) 的治疗性蛋白质和抗体。([investors.tectonictx.com](https://investors.tectonictx.com/news-releases/news-release-details/tectonic-therapeutic-announces-first-quarter-2026-financial/)) Tectonic 尚未有任何获批产品，也从未产生产品收入，这突显了其作为一家临床开发公司的地位。其主要资产 TX45 是一种长效 Fc-松弛素融合蛋白，正在推进用于心肺和心血管适应症，这些适应症存在巨大的未满足需求，包括射血分数保留型心力衰竭（PH-HFpEF）中的 2 型肺动脉高压。管理层强调了正在进行的 2 期工作，预计 2026 年将公布顶线数据，并已启动了针对间质性肺病相关肺动脉高压（PH-ILD）的第二项 2 期试验。此外，该公司还推进了 TX2100，这是一种潜在的遗传性出血性毛细血管扩张症（HHT）治疗方法，于 2026 年在 1a 期研究中首次给药健康志愿者。([investors.tectonictx.com](https://investors.tectonictx.com/news-releases/news-release-details/tectonic-therapeutic-announces-fourth-quarter-and-full-year-2025/?utm_source=openai)) 从竞争角度来看，Tectonic 正在针对治疗选择有限或不存在的疾病，推行差异化的 GPCR 生物学策略。如果临床疗效得到验证，这可能会带来巨大的上行空间，特别是因为靶向这些通路的生物制剂可能提供新颖的作用机制。与此同时，该公司面临着常见的生物技术风险：二元临床结果、监管不确定性、资本密集度和稀释风险。其最新文件显示，截至 2025 年 12 月 31 日，公司拥有约 253.8 million 美元的现金和现金等价物，这支持了项目在临床推进过程中的资金需求。([investors.tectonictx.com](https://investors.tectonictx.com/static-files/a34b5b12-4206-4a26-8c9a-669c98640eb5)) 近期亮点对股票故事至关重要。Tectonic 在 2025 年公布了 TX45 的积极中期和顶线临床数据，将其管线扩展到第二个临床项目，并于 2025 年完成了私募，从而增强了资产负债表。2026 年初，公司还任命医学博士 François Nader 为董事会主席，随着管线日趋成熟，增加了经验丰富的生物制药领导力。总的来说，Tectonic 仍然是一家具有投机性但可能具有差异化的纳斯达克上市美国生物技术公司，最好通过临床里程碑、现金消耗和平台验证的进度来跟踪。([investent.tectonictx.com](https://investors.tectonictx.com/news-releases/news-release-details/tectonic-therapeutic-announces-fourth-quarter-and-full-year-2025/?utm_source=openai))
