ODTX
Odyssey Therapeutics, Inc.
+1.08 (+4.67%)24.20USD174K成交股數1.2B市值–本益比(近四季)–股價營收比-100.0%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 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 135M · 64K |
| 近 180 天 淨額 | 135M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 05-13 | COULTER JAMES G | Other | J 其他 | 423K | – | – | 423K | SEC |
| 2026-05-11 | 05-13 | COULTER JAMES G | Other | J 其他 | 2.4K | 18.00 | 42K | 421K | SEC |
| 2026-05-11 | 05-13 | COULTER JAMES G | Other | C 轉換 | 1.9M | – | – | 2.3M | SEC |
| 2026-05-11 | 05-13 | COULTER JAMES G | Other | P 公開市場買進 | 1.4M | 18.00 | 25.0M | 3.7M | SEC |
| 2026-05-11 | 05-13 | WINKELRIED JON | Other | J 其他 | 423K | – | – | 423K | SEC |
| 2026-05-11 | 05-13 | WINKELRIED JON | Other | J 其他 | 2.4K | 18.00 | 42K | 421K | SEC |
| 2026-05-11 | 05-13 | WINKELRIED JON | Other | C 轉換 | 1.9M | – | – | 2.3M | SEC |
| 2026-05-11 | 05-13 | WINKELRIED JON | Other | P 公開市場買進 | 1.4M | 18.00 | 25.0M | 3.7M | SEC |
| 2026-05-11 | 05-13 | TPG GP A, LLC | Other | J 其他 | 423K | – | – | 423K | SEC |
| 2026-05-11 | 05-13 | TPG GP A, LLC | Other | J 其他 | 2.4K | 18.00 | 42K | 421K | SEC |
| 2026-05-11 | 05-13 | TPG GP A, LLC | Other | C 轉換 | 1.9M | – | – | 2.3M | SEC |
| 2026-05-11 | 05-13 | TPG GP A, LLC | Other | P 公開市場買進 | 1.4M | 18.00 | 25.0M | 3.7M | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | P 公開市場買進 | 200K | 18.00 | 3.6M | 1.0M | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 463K | – | – | 463K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 274K | – | – | 737K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | X 選擇權履約 | 78.7K | – | – | 815K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | S 公開市場賣出 | 438 | 18.00 | 8K | 815K | SEC |
| 2026-05-11 | 05-11 | Opipari Anthony W. | See Remarks | C 轉換 | 7.0K | – | – | 7.0K | SEC |
| 2026-05-11 | 05-11 | Opipari Anthony W. | See Remarks | M 選擇權執行 | 541 | – | – | 7.5K | SEC |
| 2026-05-11 | 05-11 | Opipari Anthony W. | See Remarks | F 繳稅扣股 | 4 | 18.00 | 72.00 | 7.5K | SEC |
| 2026-05-11 | 05-11 | Glick Gary D | See Remarks | C 轉換 | 27.4K | – | – | 416K | SEC |
| 2026-05-11 | 05-11 | Chu Shelley | Director | P 公開市場買進 | 11.1K | 18.00 | 200K | 11.1K | SEC |
| 2026-05-11 | 05-11 | Li Nan (LN) | Director | C 轉換 | 1.7M | – | – | 2.2M | SEC |
| 2026-05-11 | 05-11 | Li Nan (LN) | Director | P 公開市場買進 | 1.1M | 18.00 | 20.0M | 3.3M | SEC |
| 2026-05-11 | 05-11 | LEIDEN JEFFREY M | Director | C 轉換 | 28.7K | – | – | 28.7K | SEC |
| 2026-05-11 | 05-11 | LEIDEN JEFFREY M | Director | M 選擇權執行 | 3.0K | – | – | 31.7K | SEC |
| 2026-05-11 | 05-11 | LEIDEN JEFFREY M | Director | F 繳稅扣股 | 17 | 18.00 | 306.00 | 31.6K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 474K | – | – | 474K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 139K | – | – | 613K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 59.7K | – | – | 673K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 61.8K | – | – | 735K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 684K | – | – | 1.4M | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | X 選擇權履約 | 192K | – | – | 1.6M | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | S 公開市場賣出 | 1.1K | 18.00 | 19K | 1.6M | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | P 公開市場買進 | 222K | 18.00 | 4.0M | 1.8M | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 119K | – | – | 119K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 256K | – | – | 374K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 205K | – | – | 205K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 20.6K | – | – | 225K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 166K | – | – | 391K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | X 選擇權履約 | 49.9K | – | – | 441K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | S 公開市場賣出 | 277 | 18.00 | 5K | 441K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | P 公開市場買進 | 133K | 18.00 | 2.4M | 574K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 463K | – | – | 463K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | C 轉換 | 274K | – | – | 737K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | X 選擇權履約 | 78.7K | – | – | 815K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | S 公開市場賣出 | 438 | 18.00 | 8K | 815K | SEC |
| 2026-05-11 | 05-11 | George Simeon | TenPercentOwner | P 公開市場買進 | 200K | 18.00 | 3.6M | 1.0M | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 474K | – | – | 474K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 139K | – | – | 613K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 59.7K | – | – | 673K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 61.8K | – | – | 735K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 684K | – | – | 1.4M | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | X 選擇權履約 | 192K | – | – | 1.6M | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | S 公開市場賣出 | 1.1K | 18.00 | 19K | 1.6M | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | P 公開市場買進 | 222K | 18.00 | 4.0M | 1.8M | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 119K | – | – | 119K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 256K | – | – | 374K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 205K | – | – | 205K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 20.6K | – | – | 225K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | C 轉換 | 166K | – | – | 391K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | X 選擇權履約 | 49.9K | – | – | 441K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | S 公開市場賣出 | 277 | 18.00 | 5K | 441K | SEC |
| 2026-05-11 | 05-11 | SR ONE CAPITAL MANAGEMENT, LLC | TenPercentOwner | P 公開市場買進 | 133K | 18.00 | 2.4M | 574K | SEC |
| 2026-05-08 | 05-12 | Dimension Capital II, L.P. | Director | P 公開市場買進 | 1.1M | 18.00 | 20.0M | 3.3M | SEC |
| 2026-05-08 | 05-12 | Dimension Capital II, L.P. | Director | C 轉換 | 1.7M | – | – | 2.2M | SEC |
| 2026-05-08 | 05-11 | Haas Jason | Chief Financial Officer | P 公開市場買進 | 1.0K | 20.00 | 20K | 62.9K | SEC |
| 2026-05-08 | 05-11 | LEIDEN JEFFREY M | Director | P 公開市場買進 | 5.0K | 20.00 | 100K | 270K | 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 |
|---|---|---|---|---|
| FMR LLC | 5.2M | 96.9M | 新進 | 新進 |
| SR One Capital Management, LP | 3.8M | 71.0M | 新進 | 新進 |
| TPG GP A, LLC | 3.7M | 69.0M | 新進 | 新進 |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 3.6M | 67.5M | 新進 | 新進 |
| ORBIMED ADVISORS LLC | 3.0M | 56.2M | 新進 | 新進 |
| Sanofi | 2.0M | 37.3M | 新進 | 新進 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 1.0M | 19.6M | 新進 | 新進 |
| Sands Capital Alternatives, LLC | 875K | 16.4M | 新進 | 新進 |
| HHLR ADVISORS, LTD. | 832K | 15.6M | 新進 | 新進 |
| General Catalyst Group Management, LLC | 810K | 15.2M | 新進 | 新進 |
| Affinity Asset Advisors, LLC | 766K | 14.3M | 新進 | 新進 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 725K | 13.6M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 720K | 13.5M | 新進 | 新進 |
| Foresite Capital Management V, LLC | 713K | 13.3M | 新進 | 新進 |
| Vivo Capital, LLC | 575K | 10.8M | 新進 | 新進 |
| EcoR1 Capital, LLC | 556K | 10.4M | 新進 | 新進 |
| Logos Global Management LP | 522K | 9.8M | 新進 | 新進 |
| MARSHALL WACE, LLP | 493K | 9.2M | 新進 | 新進 |
| Catalio Capital Management, LP | 458K | 8.6M | 新進 | 新進 |
| Redmile Group, LLC | 425K | 8.0M | 新進 | 新進 |
| Balyasny Asset Management L.P. | 394K | 7.4M | 新進 | 新進 |
| Woodline Partners LP | 346K | 6.5M | 新進 | 新進 |
| FRANKLIN RESOURCES INC | 275K | 5.1M | 新進 | 新進 |
| Boxer Capital Management, LLC | 275K | 5.1M | 新進 | 新進 |
| BlackRock, Inc. | 241K | 4.5M | 新進 | 新進 |
持有機構數近 12 季
| 持有機構 · 季變化 | 58 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 58 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 34.8M · 72.4% |
| 合計季末市值 | 643M |
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 | 2.2M |
|---|---|
| 與上期比 | -1.8% |
| 佔流通股數 | 4.60% |
| 日均成交量 | 172K |
| 回補天數 | 12.8 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 | 2.2M | -1.8% | 4.60% | 172K | 12.8 |
| 2026-08-14 | 2.2M | -0.9% | 4.68% | 121K | 18.7 |
| 2026-07-31 | 2.3M | +13.9% | 4.73% | 235K | 9.7 |
| 2026-07-15 | 2.0M | +11.0% | 4.15% | 306K | 6.5 |
| 2026-06-30 | 1.8M | +33.8% | 3.74% | 488K | 3.7 |
| 2026-06-15 | 1.3M | +161.1% | 2.80% | 283K | 4.8 |
| 2026-05-29 | 514K | +494.7% | 1.07% | 335K | 1.5 |
| 2026-05-15 | 86.5K | +100.0% | 0.18% | 427K | 1.0 |