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 | $623,277,566 | 6.39% | |
| 2. | Balyasny Asset Management Dmitry Balyasny | 6,040,590 | $435,707,757 | 0.55% | |
| 3. | Pentwater Capital Management Matthew Halbower | 6,026,500 | $434,691,445 | 2.29% | |
| 4. | VenBio Select Advisor Kurt Von Emster | 5,455,000 | $393,469,150 | -29% | 3.87% |
| 5. | HBK Investments David Costen Haley | 4,365,000 | $314,847,450 | 2.47% |
| 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 |
|---|---|---|---|---|---|---|
| $72.45 | 2,878 | $208,511.10 | 31,599 | 2026-01-21 | Filing | |
| $72.45 | 2,017 | $146,131.65 | 34,477 | 2026-01-21 | Filing | |
| $72.45 | 7,993 | $579,092.85 | 269,007 | 2026-01-21 | Filing | |
| $72.45 | 6,394 | $463,245.30 | 277,000 | 2026-01-21 | Filing | |
| $72.45 | 2,558 | $185,327.10 | 85,093 | 2026-01-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,649,250 | $984,520,403 | 0.01% | |
| 2. | 12,850,801 | $926,928,275 | 0.02% | |
| 3. | 6,939,503 | $500,560,229 | 0.22% | |
| 4. | 4,097,885 | $295,580,445 | 0.01% | |
| 5. | 3,776,785 | $272,419,502 | 0.03% |