EVMN
Evommune, Inc.
+0.15 (+1.60%)9.52USD166K成交股數346M市值1.7本益比(近四季)34.5股價營收比–營收年增(近四季)2026-11-16下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 2 · 146K · 2 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 3 · 655K · 3 |
| 其中 10b5-1 計畫賣出 | 3 筆 |
| 近 180 天 買進 · 賣出金額 | 146K · 2.3M |
| 近 180 天 淨額 | −2.1M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-08 | 07-10 | Carver Kyle | Chief Financial Officer | P 公開市場買進 | 1.0K | 13.26 | 13K | 60.3K | SEC |
| 2026-07-07 | 07-08 | KIRSCH ARTHUR S | Director | P 公開市場買進 | 10.0K | 13.30 | 133K | 10.0K | SEC |
| 2026-06-22 | 06-24 | Pena Luis C. | President & CEO | S 公開市場賣出(10b5-1) | 7.4K | 22.71 | 169K | 630K | SEC |
| 2026-06-22 | 06-24 | Drew Janice Suzann | Chief of Dev. Operations | M 選擇權執行 | 3.8K | 3.84 | 15K | 71.6K | SEC |
| 2026-06-22 | 06-24 | Drew Janice Suzann | Chief of Dev. Operations | M 選擇權執行 | 16.2K | 2.99 | 48K | 87.8K | SEC |
| 2026-06-22 | 06-24 | Drew Janice Suzann | Chief of Dev. Operations | S 公開市場賣出(10b5-1) | 20.0K | 22.63 | 453K | 67.8K | SEC |
| 2026-06-22 | 06-24 | Patel Jeegar Pravinkumar | Chief Scientific Officer | M 選擇權執行 | 1.5K | 3.84 | 6K | 47.9K | SEC |
| 2026-06-22 | 06-24 | Patel Jeegar Pravinkumar | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 1.5K | 22.50 | 33K | 46.4K | SEC |
| 2026-06-02 | 06-03 | Cohen David E | Director | S 公開市場賣出(10b5-1) | 5.5K | 20.21 | 110K | 18.2K | SEC |
| 2026-06-02 | 06-03 | Cohen David E | Director | S 公開市場賣出(10b5-1) | 600 | 21.38 | 13K | 17.6K | SEC |
| 2026-06-01 | 06-03 | Pena Luis C. | President & CEO | S 公開市場賣出(10b5-1) | 16.8K | 22.74 | 382K | 638K | SEC |
| 2026-06-01 | 06-03 | Patel Jeegar Pravinkumar | Chief Scientific Officer | M 選擇權執行 | 13.5K | 3.84 | 52K | 63.1K | SEC |
| 2026-06-01 | 06-03 | Patel Jeegar Pravinkumar | Chief Scientific Officer | S 公開市場賣出(10b5-1) | 16.7K | 22.74 | 379K | 46.4K | SEC |
| 2026-05-28 | 06-01 | Moss Gregory S. | Chief Business & Legal Officer | M 選擇權執行 | 14.2K | 1.71 | 24K | 75.1K | SEC |
| 2026-05-28 | 06-01 | Moss Gregory S. | Chief Business & Legal Officer | S 公開市場賣出(10b5-1) | 14.2K | 22.83 | 325K | 60.8K | SEC |
| 2026-05-28 | 06-01 | Carver Kyle | Chief Financial Officer | M 選擇權執行 | 15.0K | 2.99 | 45K | 77.5K | SEC |
| 2026-05-28 | 06-01 | Carver Kyle | Chief Financial Officer | S 公開市場賣出(10b5-1) | 18.2K | 22.84 | 415K | 59.3K | SEC |
| 2026-02-17 | 02-19 | LSP 7 Cooperative UA | Director,TenPercentOwner | A 獲配股票 | 359K | 27.88 | 10.0M | 5.3M | SEC |
| 2026-02-17 | 02-18 | Verduyn-van Weegen Felice Isabel | Director,TenPercentOwner | A 獲配股票 | 359K | 27.88 | 10.0M | 5.3M | SEC |
| 2026-02-17 | 02-17 | RA Capital Healthcare Fund LP | Director | A 獲配股票 | 35.9K | 27.88 | 1,000K | 2.7M | SEC |
| 2026-02-17 | 02-17 | RA CAPITAL MANAGEMENT, L.P. | Director | A 獲配股票 | 35.9K | 27.88 | 1,000K | 2.7M | SEC |
| 2026-02-17 | 02-17 | Kolchinsky Peter | Director | A 獲配股票 | 35.9K | 27.88 | 1,000K | 2.7M | SEC |
| 2026-02-17 | 02-17 | Shah Rajeev M. | Director | A 獲配股票 | 35.9K | 27.88 | 1,000K | 2.7M | SEC |
| 2026-02-17 | 02-17 | RA Capital Nexus Fund III, L.P. | Director | A 獲配股票 | 35.9K | 27.88 | 1,000K | 2.7M | SEC |
| 2025-12-19 | 12-22 | Hopfner Robert Lorne | Director,TenPercentOwner | P 公開市場買進 | 1.0K | 17.35 | 17K | 4.0K | SEC |
| 2025-12-09 | 12-11 | Pena Luis C. | President & CEO | F 繳稅扣股 | 28.1K | 17.84 | 502K | 655K | SEC |
| 2025-12-09 | 12-11 | Bauer Eugene | Chief Medical Officer | F 繳稅扣股 | 1.5K | 17.84 | 26K | 271K | SEC |
| 2025-12-09 | 12-11 | Moss Gregory S. | Chief Business & Legal Officer | F 繳稅扣股 | 13.6K | 17.84 | 243K | 60.8K | SEC |
| 2025-12-09 | 12-11 | Carver Kyle | Chief Financial Officer | F 繳稅扣股 | 13.3K | 17.84 | 237K | 62.5K | SEC |
| 2025-12-09 | 12-11 | Drew Janice Suzann | EVP, Operations | F 繳稅扣股 | 5.1K | 17.84 | 91K | 67.8K | SEC |
| 2025-12-09 | 12-11 | Patel Jeegar Pravinkumar | Chief Scientific Officer | F 繳稅扣股 | 7.5K | 17.84 | 134K | 49.6K | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I, L.P. | Director,TenPercentOwner | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I, L.P. | Director,TenPercentOwner | C 轉換 | 1.6M | – | – | 1.6M | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I, L.P. | Director,TenPercentOwner | C 轉換 | 295K | – | – | 295K | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I U.G.P. Ltd | Director,TenPercentOwner | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I U.G.P. Ltd | Director,TenPercentOwner | C 轉換 | 1.6M | – | – | 1.6M | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I U.G.P. Ltd | Director,TenPercentOwner | C 轉換 | 295K | – | – | 295K | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I G.P., L.P. | Director,TenPercentOwner | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I G.P., L.P. | Director,TenPercentOwner | C 轉換 | 1.6M | – | – | 1.6M | SEC |
| 2025-11-07 | 11-12 | Pivotal bioVenture Partners Fund I G.P., L.P. | Director,TenPercentOwner | C 轉換 | 295K | – | – | 295K | SEC |
| 2025-11-07 | 11-12 | RA CAPITAL MANAGEMENT, L.P. | Director,TenPercentOwner | C 轉換 | 1.5M | – | – | 1.5M | SEC |
| 2025-11-07 | 11-12 | RA CAPITAL MANAGEMENT, L.P. | Director,TenPercentOwner | C 轉換 | 691K | – | – | 691K | SEC |
| 2025-11-07 | 11-12 | RA CAPITAL MANAGEMENT, L.P. | Director,TenPercentOwner | P 公開市場買進 | 1.2M | 16.00 | 18.5M | 2.7M | SEC |
| 2025-11-07 | 11-12 | RA CAPITAL MANAGEMENT, L.P. | Director,TenPercentOwner | P 公開市場買進 | 92.9K | 16.00 | 1.5M | 784K | SEC |
| 2025-11-07 | 11-12 | Cohen David E | Director | C 轉換 | 6.1K | – | – | 23.7K | SEC |
| 2025-11-07 | 11-12 | Hopfner Robert Lorne | Director,TenPercentOwner | C 轉換 | 3.0K | – | – | 3.0K | SEC |
| 2025-11-07 | 11-12 | Hopfner Robert Lorne | Director,TenPercentOwner | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2025-11-07 | 11-12 | Hopfner Robert Lorne | Director,TenPercentOwner | C 轉換 | 1.6M | – | – | 1.6M | SEC |
| 2025-11-07 | 11-12 | Hopfner Robert Lorne | Director,TenPercentOwner | C 轉換 | 295K | – | – | 295K | SEC |
| 2025-11-07 | 11-12 | Pena Luis C. | President & CEO | C 轉換 | 24.2K | – | – | 683K | SEC |
| 2025-11-07 | 11-12 | Bauer Eugene | Chief Medical Officer | C 轉換 | 25.8K | – | – | 272K | SEC |
| 2025-11-07 | 11-12 | Moss Gregory S. | Chief Business & Legal Officer | C 轉換 | 3.2K | – | – | 3.2K | SEC |
| 2025-11-07 | 11-12 | Carver Kyle | Chief Financial Officer | C 轉換 | 3.2K | – | – | 75.8K | SEC |
| 2025-11-07 | 11-12 | LSP 7 Cooperative UA | TenPercentOwner | C 轉換 | 3.4M | – | – | 3.4M | SEC |
| 2025-11-07 | 11-12 | LSP 7 Cooperative UA | TenPercentOwner | P 公開市場買進 | 1.6M | 16.00 | 25.0M | 4.9M | SEC |
| 2025-11-07 | 11-12 | Drew Janice Suzann | EVP, Operations | C 轉換 | 1.6K | – | – | 72.9K | SEC |
| 2025-11-07 | 11-12 | Patel Jeegar Pravinkumar | Chief Scientific Officer | C 轉換 | 3.2K | – | – | 57.1K | SEC |
| 2025-11-07 | 11-12 | Verduyn-van Weegen Felice Isabel | Director,TenPercentOwner | C 轉換 | 3.4M | – | – | 3.4M | SEC |
| 2025-11-07 | 11-12 | Verduyn-van Weegen Felice Isabel | Director,TenPercentOwner | P 公開市場買進 | 1.6M | 16.00 | 25.0M | 4.9M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| EQT Fund Management S.a r.l. | 5.3M | 70.3M | +359K (+7%) | 加碼 |
| RA CAPITAL MANAGEMENT, L.P. | 3.5M | 46.4M | 不變 | 持平 |
| Pivotal bioVenture Partners Investment Advisor LLC | 1.9M | 25.6M | 不變 | 持平 |
| JPMORGAN CHASE & CO | 1.6M | 23.4M | +93.7K (+6%) | 加碼 |
| RTW INVESTMENTS, LP | 1.5M | 20.0M | 不變 | 持平 |
| Nan Fung Group Holdings Ltd | 1.4M | 19.2M | 不變 | 持平 |
| Point72(柯恩) Point72 Asset Management, L.P. | 1.4M | 19.1M | +1.4M (+3823%) | 加碼 |
| ANDERA PARTNERS | 1.4M | 18.5M | −505K (-27%) | 減碼 |
| EVENTIDE ASSET MANAGEMENT, LLC | 1.2M | 16.1M | 不變 | 持平 |
| Vestal Point Capital, LP | 1.0M | 13.3M | 新進 | 新進 |
| Jupiter Topco LLC | 897K | 11.9M | 新進 | 新進 |
| BlackRock, Inc. | 887K | 11.8M | +213K (+32%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 882K | 11.7M | +427K (+94%) | 加碼 |
| BAKER BROS. ADVISORS LP | 847K | 11.3M | 不變 | 持平 |
| Defilade Capital Management, L.P. | 793K | 10.5M | +115K (+17%) | 加碼 |
| AMERICAN CENTURY COMPANIES INC | 755K | 10.0M | +262K (+53%) | 加碼 |
| Alyeska Investment Group, L.P. | 704K | 9.4M | −21.9K (-3%) | 減碼 |
| Balyasny Asset Management L.P. | 457K | 6.1M | 新進 | 新進 |
| Velan Capital Investment Management LP | 451K | 6.0M | +5.0K (+1%) | 加碼 |
| UBS Group AG | 414K | 5.5M | +115K (+39%) | 加碼 |
| FEDERATED HERMES, INC. | 325K | 4.3M | 不變 | 持平 |
| GREAT POINT PARTNERS LLC | 325K | 4.3M | 不變 | 持平 |
| Freestone Grove Partners LP | 306K | 4.1M | −31.0K (-9%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 302K | 4.0M | +53.1K (+21%) | 加碼 |
| STATE STREET CORP | 294K | 3.9M | +114K (+64%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 105 +21 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 41 / 20 / 36 / 13 |
| 機構合計持股 · 佔流通股 | 34.6M · 95.4% |
| 合計季末市值 | 437M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 4.4M |
|---|---|
| 與上期比 | -7.1% |
| 佔流通股數 | 12.03% |
| 日均成交量 | 375K |
| 回補天數 | 11.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 4.4M | -7.1% | 12.03% | 375K | 11.6 |
| 2026-08-14 | 4.7M | +4.8% | 12.94% | 572K | 8.2 |
| 2026-07-31 | 4.5M | +11.5% | 12.35% | 517K | 8.7 |
| 2026-07-15 | 4.0M | -15.9% | 11.07% | 1.1M | 3.7 |
| 2026-06-30 | 4.8M | +11.9% | 13.17% | 1.8M | 2.6 |
| 2026-06-15 | 4.3M | +7.4% | 11.76% | 452K | 9.5 |
| 2026-05-29 | 4.0M | +28.3% | 10.95% | 432K | 9.2 |
| 2026-05-15 | 3.1M | -4.6% | 8.54% | 433K | 7.2 |
| 2026-04-30 | 3.2M | -6.1% | 8.95% | 244K | 13.3 |
| 2026-04-15 | 3.5M | +4.6% | 9.53% | 315K | 11.0 |
| 2026-03-31 | 3.3M | +8.0% | 9.11% | 363K | 9.1 |
| 2026-03-13 | 3.1M | +1.2% | 8.44% | 258K | 11.9 |
| 2026-02-27 | 3.0M | +7.0% | 8.34% | 452K | 6.7 |
| 2026-02-13 | 2.8M | +12.7% | 7.79% | 2.0M | 1.4 |
| 2026-01-30 | 2.5M | +31.8% | 6.92% | 342K | 7.4 |
| 2026-01-15 | 1.9M | +83.0% | 5.25% | 392K | 4.9 |
| 2025-12-31 | 1.0M | +117.2% | 2.87% | 258K | 4.0 |
| 2025-12-15 | 479K | +328.7% | 1.32% | 149K | 3.2 |
| 2025-11-28 | 112K | +8.7% | 0.31% | 47.3K | 2.4 |
| 2025-11-14 | 103K | +100.0% | 0.28% | 348K | 1.0 |