First Tracks Biotherapeutics, spun off from AnaptysBio, launches with $180M cash and a diverse, early-stage pipeline. I rate TRAX as a Hold due to post-spin instability, near-term dilution risk, and a multi-year path to revenue. ANB033 targets celiac disease, with no current FDA-approved therapies; pivotal trial data are expected in Q4 2026–2027, with commercialization likely a decade away.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Point72 Asset Management LP Point72 Asset Management LP | 408,330 | $7.26M | $17.98M | $10.72M | 147.69% |
Joseph Castro Nuveen LLC | 49,608 | $882,030.24 | $1.87M | $984,108.62 | 111.57% |
Li Peng China Universal Asset Management Co. Ltd. | 5,553 | $98,732.34 | $244,554.13 | $145,821.79 | 147.69% |
Ana-Maria Ignat Covestor Ltd | 29 | $515.62 | $1,314.57 | $798.95 | 154.95% |
Kevin Roan Stempoint Capita LLP | 622,723 | $11.07M | $23.42M | $12.35M | 111.53% |
| Biotechnology Industry | Healthcare Sector | Daniel R. Faga CEO | NASDAQ (NGS) Exchange | 337185102 CUSIP |
| US Country | 104 Employees | - Last Dividend | - Last Split | - IPO Date |