Conviction
$ Value
$10.0M
Shares
666,666
Price
$15
Filed
Sep 16
▶ Why this score? (10/10)
- ✓ Open market buy (+3)
- ✓ Trade value >= $5.0M (+3)
- ✓ 10%+ owner (+1)
- ✓ Cluster: 4 insiders buying (+2)
- ✓ Not a 10b5-1 plan (+1)
Insider
Name
Deep Track Biotechnology Master Fund, Ltd.
Title
—
CIK
0002015536
Roles
Transaction Details
Transaction Date
2025-09-12
Code
P
Table
Non-Derivative
Ownership
Indirect
Equity Swap
No
Shares After
666,666
Footnotes
Each share of Series C Preferred Stock automatically converted immediately prior to the closing of the Issuer's initial public offering for no additional consideration at a conversion ratio that was dependent upon the initial price per share to the public in the Issuer's initial public offering. | Represents securities held by Deep Track Biotechnology Master Fund, Ltd. Deep Track Capital, LP is the investment manager of Deep Track Biotechnology Master Fund, Ltd. Mr. David Kroin is the managing member of Deep Track Capital GP, LLC, the general partner of Deep Track Capital, LP., and by virtue of such status may be deemed to be the beneficial owner of the shares owned by Deep Track Biotechnology Master Fund, Ltd. Deep Track Capital, LP and Mr. Kroin disclaim beneficial ownership of such shares except to the extent of their respective pecuniary interests. | Represents securities held by Deep Track Special Opportunities Fund, LP. Deep Track Capital, LP is the investment manager of Deep Track Special Opportunities Fund LP. Mr. David Kroin is the managing member of Deep Track Capital GP, LLC, the general partner of Deep Track Capital, LP., and by virtue of such status may be deemed to be the beneficial owner of the shares owned by Deep Track Special Opportunities Fund, LP. Deep Track Capital, LP and Mr. Kroin disclaim beneficial ownership of such shares except to the extent of their respective pecuniary interests.
Filing Info
Deep Track Biotechnology Master Fund, Ltd.'s History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-02-10 | DVAX | U | — |
| 2026-02-06 | LBRX | ▲ | $8.0M |
| 2026-02-06 | LBRX | ▲ | $2.0M |
| 2025-09-12 | LBRX | C | — |
| 2025-09-12 | LBRX | ▲ | $30.0M ★ |
| 2025-09-12 | LBRX | ▲ | $10.0M |
| 2025-09-12 | LBRX | C | — |
| 2025-08-22 | DVAX | ▼ | $10.3M |
| 2025-08-21 | DVAX | ▼ | $12.1M |
Other Insiders at LBRX (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
| Deep Track Biotechnology Master Fund, Ltd. | $10.0M | — | 2026-02-06 |
| Lenz Robert A. | — | — | 2026-03-06 |