CRBP
INSIDER BUYINSIDER SELLCorbus Pharmaceuticals Holdings, Inc.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralCorbus achieved meaningful regulatory progress with FDA alignment and TEMPO-1 Phase 3 initiation for CRB-701, a Nectin-4-targeting ADC in oncology, alongside a strategic leadership refresh with a new CMO experienced in ADC commercialization. However, net losses have roughly doubled year-over-year to $58M in H1 2026 due to a $10M development milestone payment, and analyst price targets have been modestly trimmed despite maintained Outperform ratings, suggesting cautious confidence in execution.
Red flags
- •Net loss doubled year-over-year (H1 2026: $58M vs. $34.6M prior year), driven by $10M milestone payment and rising R&D spend
- •Oppenheimer price target lowered twice within 12 months ($60 → $54 → $48), indicating downward sentiment revision despite Outperform rating
- •CMO departure on June 30, 2026, requiring immediate replacement during critical Phase 3 registration stage
- •Cash runway extended only to 2028, leaving limited buffer if TEMPO-1 enrollment or efficacy disappoints
Insider Activity
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).
| Fund | Form | ∆ Shares | % of Class | Since Filing | Filed | Src |
|---|---|---|---|---|---|---|
| Citadel Advisors | SC 13G/A | — | 1.1% | -0.7% vs SPY -2.5% abs | 2026-08-14 | ↗ |