MBX
MBX Biosciences, Inc.
+1.67 (+2.72%)63.25USD386K成交股數3.0B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-05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 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 1 · 24K · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 2.7M |
| 近 180 天 淨額 | −2.7M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-04 | 08-05 | Azoulay Salomon | Chief Medical Officer | S 公開市場賣出 | 370 | 65.77 | 24K | 14.4K | SEC |
| 2026-08-03 | 08-04 | Hoerter Steven L. | President and CEO | A 獲配股票 | 71.0K | – | – | 82.9K | SEC |
| 2026-08-03 | 08-04 | Smither John W | Chief Financial Officer | A 獲配股票 | 28.0K | – | – | 28.0K | SEC |
| 2026-05-08 | 05-11 | Azoulay Salomon | Chief Medical Officer | M 選擇權執行 | 55.0K | 10.46 | 575K | 69.8K | SEC |
| 2026-05-08 | 05-11 | Azoulay Salomon | Chief Medical Officer | M 選擇權執行 | 15.0K | 16.00 | 240K | 29.8K | SEC |
| 2026-05-08 | 05-11 | Azoulay Salomon | Chief Medical Officer | S 公開市場賣出(10b5-1) | 15.0K | 38.30 | 575K | 14.8K | SEC |
| 2026-05-08 | 05-11 | Azoulay Salomon | Chief Medical Officer | S 公開市場賣出(10b5-1) | 55.0K | 38.38 | 2.1M | 14.8K | SEC |
| 2026-05-06 | 05-08 | Hawryluk P. Kent | President & CEO | S 公開市場賣出 | 607 | 29.54 | 18K | 728K | SEC |
| 2026-05-06 | 05-08 | Azoulay Salomon | Chief Medical Officer | S 公開市場賣出 | 231 | 29.54 | 7K | 14.8K | SEC |
| 2026-05-01 | 05-04 | Hoerter Steven L. | Director | A 獲配股票 | 11.9K | – | – | 11.9K | SEC |
| 2026-03-13 | 03-16 | Hawryluk P. Kent | President & CEO | P 公開市場買進 | 18.5K | 28.41 | 526K | 487K | SEC |
| 2026-02-26 | 02-27 | Hawryluk P. Kent | President & CEO | M 選擇權執行 | 28.8K | 16.00 | 460K | 728K | SEC |
| 2026-02-02 | 02-03 | Hawryluk P. Kent | President & CEO | A 獲配股票 | 35.3K | – | – | 700K | SEC |
| 2026-02-02 | 02-03 | Bartram Richard | Chief Financial Officer | A 獲配股票 | 15.0K | – | – | 15.0K | SEC |
| 2026-02-02 | 02-03 | Azoulay Salomon | Chief Medical Officer | A 獲配股票 | 15.0K | – | – | 15.0K | SEC |
| 2025-10-24 | 10-28 | Hawryluk P. Kent | President & CEO | M 選擇權執行 | 183K | 3.25 | 594K | 664K | SEC |
| 2025-10-20 | 10-21 | Hawryluk P. Kent | President & CEO | P 公開市場買進 | 20.0K | 13.64 | 273K | 468K | SEC |
| 2025-10-17 | 10-20 | Hoerter Steven L. | Director | P 公開市場買進 | 20.0K | 13.25 | 265K | 20.0K | SEC |
| 2025-09-26 | 09-30 | Heron Patrick J | Director,TenPercentOwner | P 公開市場買進 | 667K | 18.00 | 12.0M | 5.2M | SEC |
| 2025-09-26 | 09-30 | Topper James N | TenPercentOwner | P 公開市場買進 | 667K | 18.00 | 12.0M | 5.2M | SEC |
| 2025-09-26 | 09-30 | FHMLS X, L.L.C. | TenPercentOwner | P 公開市場買進 | 667K | 18.00 | 12.0M | 5.2M | SEC |
| 2025-09-26 | 09-30 | Frazier Life Sciences X, L.P. | TenPercentOwner | P 公開市場買進 | 667K | 18.00 | 12.0M | 5.2M | SEC |
| 2025-09-26 | 09-30 | FHMLS X, L.P. | TenPercentOwner | P 公開市場買進 | 667K | 18.00 | 12.0M | 5.2M | SEC |
| 2025-04-08 | 04-10 | Pescovitz Ora H. | Director | P 公開市場買進 | 7.7K | 5.89 | 45K | 24.3K | SEC |
| 2025-02-18 | 02-19 | OrbiMed Capital GP VII LLC | Director,TenPercentOwner | P 公開市場買進 | 49.1K | 10.84 | 532K | 3.3M | SEC |
| 2025-02-18 | 02-19 | OrbiMed Capital GP VII LLC | Director,TenPercentOwner | P 公開市場買進 | 94.1K | 10.84 | 1.0M | 748K | SEC |
| 2025-02-18 | 02-19 | ORBIMED ADVISORS LLC | Director,TenPercentOwner | P 公開市場買進 | 49.1K | 10.84 | 532K | 3.3M | SEC |
| 2025-02-18 | 02-19 | GORDON CARL L | Director,TenPercentOwner | P 公開市場買進 | 49.1K | 10.84 | 532K | 3.3M | SEC |
| 2025-02-18 | 02-19 | GORDON CARL L | Director,TenPercentOwner | P 公開市場買進 | 94.1K | 10.84 | 1.0M | 748K | SEC |
| 2025-02-18 | 02-19 | OrbiMed Genesis GP LLC | Director,TenPercentOwner | P 公開市場買進 | 94.1K | 10.84 | 1.0M | 748K | SEC |
| 2025-02-18 | 02-19 | OrbiMed Genesis GP LLC | Director,TenPercentOwner | P 公開市場買進 | 49.1K | 10.84 | 532K | 3.3M | SEC |
| 2025-02-18 | 02-19 | ORBIMED ADVISORS LLC | Director,TenPercentOwner | P 公開市場買進 | 94.1K | 10.84 | 1.0M | 748K | SEC |
| 2025-02-14 | 02-19 | GORDON CARL L | Director,TenPercentOwner | P 公開市場買進 | 29.5K | 9.85 | 291K | 3.2M | SEC |
| 2025-02-14 | 02-19 | OrbiMed Genesis GP LLC | Director,TenPercentOwner | P 公開市場買進 | 29.5K | 9.85 | 291K | 3.2M | SEC |
| 2025-02-14 | 02-19 | OrbiMed Genesis GP LLC | Director,TenPercentOwner | P 公開市場買進 | 18.0K | 9.90 | 178K | 3.2M | SEC |
| 2025-02-14 | 02-19 | OrbiMed Capital GP VII LLC | Director,TenPercentOwner | P 公開市場買進 | 29.5K | 9.85 | 291K | 3.2M | SEC |
| 2025-02-14 | 02-19 | OrbiMed Capital GP VII LLC | Director,TenPercentOwner | P 公開市場買進 | 18.0K | 9.90 | 178K | 3.2M | SEC |
| 2025-02-14 | 02-19 | ORBIMED ADVISORS LLC | Director,TenPercentOwner | P 公開市場買進 | 18.0K | 9.90 | 178K | 3.2M | SEC |
| 2025-02-14 | 02-19 | ORBIMED ADVISORS LLC | Director,TenPercentOwner | P 公開市場買進 | 29.5K | 9.85 | 291K | 3.2M | SEC |
| 2025-02-14 | 02-19 | GORDON CARL L | Director,TenPercentOwner | P 公開市場買進 | 18.0K | 9.90 | 178K | 3.2M | SEC |
| 2025-02-04 | 02-05 | Hawryluk P. Kent | President & CEO | P 公開市場買進 | 50.0K | 10.69 | 535K | 448K | SEC |
| 2024-09-16 | 09-17 | OrbiMed Genesis GP LLC | Director,TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.2M | SEC |
| 2024-09-16 | 09-17 | OrbiMed Genesis GP LLC | Director,TenPercentOwner | P 公開市場買進 | 250K | 16.00 | 4.0M | 654K | SEC |
| 2024-09-16 | 09-17 | SANDELL SCOTT D | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | SANDELL SCOTT D | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | SANDELL SCOTT D | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Yang Rick | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | Yang Rick | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | Yang Rick | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Walker Paul Edward | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | Walker Paul Edward | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | Walker Paul Edward | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Makhzoumi Mohamad | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | Makhzoumi Mohamad | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | Makhzoumi Mohamad | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Florence Anthony A. Jr. | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | Florence Anthony A. Jr. | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | Florence Anthony A. Jr. | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Chang Carmen | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | Chang Carmen | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | Chang Carmen | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Behbahani Ali | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | Behbahani Ali | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | Behbahani Ali | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | BASKETT FOREST | TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | BASKETT FOREST | TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | BASKETT FOREST | TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Mathers Edward T | Director,TenPercentOwner | C 轉換 | 1.0M | – | – | 1.0M | SEC |
| 2024-09-16 | 09-17 | Mathers Edward T | Director,TenPercentOwner | C 轉換 | 2.1M | – | – | 3.1M | SEC |
| 2024-09-16 | 09-17 | Mathers Edward T | Director,TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.6M | SEC |
| 2024-09-16 | 09-17 | Wellington Biomedical Innovation Master Investors (Cayman) II L.P. | TenPercentOwner | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2024-09-16 | 09-17 | Wellington Biomedical Innovation Master Investors (Cayman) II L.P. | TenPercentOwner | C 轉換 | 404K | – | – | 1.8M | SEC |
| 2024-09-16 | 09-17 | GORDON CARL L | Director,TenPercentOwner | C 轉換 | 2.7M | – | – | 2.7M | SEC |
| 2024-09-16 | 09-17 | GORDON CARL L | Director,TenPercentOwner | C 轉換 | 404K | – | – | 404K | SEC |
| 2024-09-16 | 09-17 | GORDON CARL L | Director,TenPercentOwner | P 公開市場買進 | 500K | 16.00 | 8.0M | 3.2M | SEC |
| 2024-09-16 | 09-17 | GORDON CARL L | Director,TenPercentOwner | P 公開市場買進 | 250K | 16.00 | 4.0M | 654K | SEC |
| 2024-09-16 | 09-17 | Aynechi Tiba | Director | C 轉換 | 1.4M | – | – | 1.4M | SEC |
| 2024-09-16 | 09-17 | Aynechi Tiba | Director | P 公開市場買進 | 750K | 16.00 | 12.0M | 2.1M | SEC |
| 2024-09-16 | 09-17 | Hawryluk P. Kent | President & CEO | C 轉換 | 284K | – | – | 481K | SEC |
| 2024-09-16 | 09-17 | Hawryluk P. Kent | President & CEO | C 轉換 | 116K | – | – | 398K | 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 |
|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 6.7M | 367M | 新進 | 新進 |
| FMR LLC | 5.3M | 294M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.0M | 275M | 新進 | 新進 |
| NEA Management Company, LLC | 3.6M | 200M | 新進 | 新進 |
| ORBIMED ADVISORS LLC | 3.4M | 189M | 新進 | 新進 |
| BlackRock, Inc. | 3.3M | 183M | 新進 | 新進 |
| Paradigm Biocapital Advisors LP | 2.5M | 138M | 新進 | 新進 |
| NVP ASSOCIATES, LLC | 2.1M | 118M | 新進 | 新進 |
| Deep Track Capital, LP | 1.7M | 95.6M | 新進 | 新進 |
| Polar Capital Holdings Plc | 1.6M | 88.8M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | 81.6M | 新進 | 新進 |
| Aaron Wealth Advisors LLC | 1.2M | 64.5M | 新進 | 新進 |
| Driehaus Capital Management LLC | 1.1M | 58.3M | 新進 | 新進 |
| Kynam Capital Management, LP | 935K | 51.6M | 新進 | 新進 |
| Woodline Partners LP | 900K | 49.7M | 新進 | 新進 |
| EVENTIDE ASSET MANAGEMENT, LLC | 873K | 48.2M | 新進 | 新進 |
| STATE STREET CORP | 864K | 47.7M | 新進 | 新進 |
| Parkman Healthcare Partners LLC | 800K | 44.2M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 773K | 42.7M | 新進 | 新進 |
| BRAIDWELL LP | 711K | 39.2M | 新進 | 新進 |
| TCG Crossover Management, LLC | 650K | 35.9M | 新進 | 新進 |
| Cormorant Asset Management, LP | 550K | 30.4M | 新進 | 新進 |
| Soleus Capital Management, L.P. | 515K | 28.4M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 459K | 25.3M | 新進 | 新進 |
| MARSHALL WACE, LLP | 402K | 22.2M | 新進 | 新進 |
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 | 173 +16 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 173 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 55.5M · 100.0% |
| 合計季末市值 | 3.0B |
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 | 4.2M |
|---|---|
| 與上期比 | -16.1% |
| 佔流通股數 | 8.63% |
| 日均成交量 | 410K |
| 回補天數 | 10.1 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 | 4.2M | -16.1% | 8.63% | 410K | 10.1 |
| 2026-08-14 | 5.0M | -4.6% | 10.28% | 443K | 11.2 |
| 2026-07-31 | 5.2M | -10.2% | 10.77% | 609K | 8.5 |
| 2026-07-15 | 5.8M | -2.0% | 11.99% | 930K | 6.2 |
| 2026-06-30 | 5.9M | +3.2% | 12.24% | 1.1M | 5.3 |
| 2026-06-15 | 5.7M | +18.7% | 11.86% | 960K | 6.0 |
| 2026-05-29 | 4.8M | +12.3% | 9.99% | 569K | 8.5 |
| 2026-05-15 | 4.3M | +6.2% | 8.90% | 858K | 5.0 |
| 2026-04-30 | 4.0M | +6.5% | 8.38% | 421K | 9.6 |
| 2026-04-15 | 3.8M | +5.4% | 7.86% | 491K | 7.7 |
| 2026-03-31 | 3.6M | +20.4% | 7.46% | 451K | 8.0 |
| 2026-03-13 | 3.0M | +24.6% | 6.20% | 596K | 5.0 |
| 2026-02-27 | 2.4M | +8.7% | 4.97% | 532K | 4.5 |
| 2026-02-13 | 2.2M | +12.1% | 4.57% | 715K | 3.1 |
| 2026-01-30 | 2.0M | -14.8% | 4.08% | 641K | 3.1 |
| 2026-01-15 | 2.3M | -40.0% | 4.79% | 800K | 2.9 |
| 2025-12-31 | 3.8M | +6.4% | 7.98% | 871K | 4.4 |
| 2025-12-15 | 3.6M | -11.9% | 7.50% | 832K | 4.3 |
| 2025-11-28 | 4.1M | -11.4% | 8.52% | 605K | 6.8 |
| 2025-11-14 | 4.6M | +1.0% | 9.61% | 751K | 6.2 |
| 2025-10-31 | 4.6M | +17.2% | 9.51% | 963K | 4.8 |
| 2025-10-15 | 3.9M | +0.2% | 8.12% | 999K | 3.9 |
| 2025-09-30 | 3.9M | -7.7% | 8.10% | 4.1M | 1.0 |
| 2025-09-15 | 4.2M | +10.0% | 8.78% | 412K | 10.3 |
| 2025-08-29 | 3.8M | -5.5% | 7.98% | 239K | 16.1 |
| 2025-08-15 | 4.1M | -23.9% | 8.44% | 437K | 9.3 |