Protagonist Therapeutics, Inc. (PTGX): A Bull Case Theory
We came across a bullish thesis on Protagonist Therapeutics, Inc. on BiotechBonanza’s Substack by AnotherBio. In this article, we will summarize the bulls’ thesis on PTGX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Farallon Capital Thomas Steyer | 6,196,006 | $411,600,679 | +1% | 1.68% |
| 2. | Biotechnology Value Fund / BVF Inc Mark Lampert | 2,560,916 | $170,121,650 | -21% | 6.9% |
| 3. | Deep Track Capital David Kroin | 1,715,691 | $113,973,353 | -48% | 3.18% |
| 4. | Woodline Partners Michael Rockefeller And Karl Kroeker | 1,438,247 | $95,542,748 | +52% | 0.45% |
| 5. | Driehaus Capital Richard Driehaus | 1,139,854 | $75,720,501 | +51% | 0.54% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $6.70 | 12,000 | $80,400.00 | 15,310 | 2020-03-12 | Filing | |
| $5.70 | 8,000 | $45,620.00 | 8,000 | 2019-12-03 | Filing | |
| $5.13 | 30,000 | $153,900.00 | 49,500 | 2019-12-03 | Filing | |
| $5.09 | 562 | $2,860.58 | 1,175 | 2019-12-03 | Filing | |
| $5.10 | 613 | $3,126.30 | 613 | 2019-12-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.77 | 2,712 | $229,896.24 | 81,180 | 2025-11-17 | Filing | |
| $87.81 | 8,000 | $702,480.00 | 5,130 | 2025-10-10 | Filing | |
| $69.25 | 4,000 | $277,000.00 | 13,130 | 2025-10-10 | Filing | |
| $64.25 | 4,000 | $257,000.00 | 5,130 | 2025-09-22 | Filing | |
| $59.25 | 4,000 | $237,000.00 | 9,130 | 2025-08-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,404,232 | $624,723,149 | 0.01% | |
| 2. | 5,756,277 | $382,389,481 | 4.71% | |
| 3. | 4,257,229 | $282,807,724 | 0% | |
| 4. | 3,165,795 | $210,303,762 | 0.01% | |
| 5. | 2,449,183 | $162,699,227 | 32.3% |