Avidity Biosciences, Inc. (RNA): A Bull Case Theory
We came across a bullish thesis on Avidity Biosciences, Inc. on BiotechBonanza’s Substack by AnotherBio. In this article, we will summarize the bulls’ thesis on RNA.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | RA Capital Management Peter Kolchinsky | 8,641,031 | $376,489,721 | +19% | 4.64% |
| 2. | VenBio Select Advisor Kurt Von Emster | 7,645,000 | $333,092,650 | +9% | 4.31% |
| 3. | Polar Capital Brian Ashford-Russell And Tim Woolley | 2,796,760 | $121,854,833 | +58% | 0.59% |
| 4. | Casdin Capital Eli Casdin | 1,780,000 | $77,554,600 | +1% | 6.47% |
| 5. | OrbiMed Advisors Samuel Isaly | 1,638,886 | $71,406,263 | -10% | 1.68% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.00 | 800,000 | $14,400,000.00 | 4,795,000 | 2021-08-04 | Filing | |
| $18.00 | 300,000 | $5,400,000.00 | 2,514,545 | 2020-06-16 | Filing | |
| $18.00 | 950,000 | $17,100,000.00 | 3,995,000 | 2020-06-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.23 | 8,576 | $619,444.48 | 283,394 | 2026-01-07 | Filing | |
| $72.23 | 3,727 | $269,201.21 | 49,797 | 2026-01-07 | Filing | |
| $72.23 | 1,965 | $141,931.95 | 116,867 | 2026-01-07 | Filing | |
| $72.23 | 2,374 | $171,474.02 | 74,557 | 2026-01-07 | Filing | |
| $72.23 | 1,974 | $142,582.02 | 63,832 | 2026-01-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 62,737 | $4,525,220 | 0.62% | |
| 2. | 53,209 | $3,837,965 | 6.59% | |
| 3. | 8,000 | $577,040 | 0.32% | |
| 4. | 5,700 | $411,141 | 0.15% | |
| 5. | 3,653 | $263,491 | 0% |