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TickerTalks›$SCTX
SCSCTX

Scribe Therapeutics Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketPrice and volume picking upBullish-leaning chatter
$SCTX·$464M·Biotechnology·Healthcare
$29.47+0.2%1Y+96.5%
Price updated 12h ago·X counts updated 1d ago
SCSCTX
$SCTXScribe Therapeutics Inc.
$29.47+0.20%14 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SCTX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

14X posts · last 7 days
Aug 27Sep 9
Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-04

Scribe Therapeutics posters are running a fresh-IPO conviction thread. SCTX is Nasdaq-listed backed by LLY and SNY, closed an upsized IPO and concurrent Sanofi private placement raising ~$155.5M gross (9.867M shares at $15 plus a Sanofi purchase). Insider Form 4 activity shows Behzad Aghazadeh buying $36.12M on July 24, plus Orbimed and Director both $15M and 10% owner AH Bio $5M. Little bearish voice; the tone is 'follow the money.'

Read what X is saying about $SCTX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SCTX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellEvent coming upAI verdict · as of 2026-09-11

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Recent gene-editing IPO closed with Sanofi and Lilly participation and $155M raised — the anchor investors are the whole thesis.

Scribe Therapeutics is a pre-clinical genome-editing platform whose IPO was one of the more heavily-supported recent biotech listings, and the specialist-holder composition is the entire story.

  • The upsized IPO raised roughly $155.5M gross, including a concurrent Sanofi private placement — that combination of a strategic pharma direct participation and a public listing gives the platform an unusually strong initial capital base.
  • Insider Form 4 activity shows Behzad Aghazadeh buying $36.12M on July 24 alongside Orbimed and a director each at $15M, plus a 10% owner AH Bio purchase of $5M — this is exactly the specialist-holder-concentration pattern that historically precedes a clinical readout being priced in.
  • With no meaningful revenue yet and metrics not computable, the equity is essentially a call option on the CRISPR-adjacent editing platform's first partnered or wholly-owned clinical entry.

Up 96% over twelve months in the private-and-public window, the specialist-holder accumulation is what matters. The trade is entirely event-driven — first IND filing or partnership expansion is the next revaluation point.

Agrees with X sentimentX centres on the LLY-and-SNY-backed IPO close, the $155M raise, and the concentrated insider-and-specialist-investor purchases. Fundamentals agree — the ownership signal is exactly the kind that supports directional conviction ahead of clinical milestones, though it doesn't answer the tolerability-and-efficacy questions the actual clinical program will.

What to watch: First IND clearance or partnership expansion, Sanofi partnership milestone disclosures, and cash-runway confirmation given the operating burn against the IPO proceeds.

Read the AI verdict on $SCTX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage CRISPR gene editing company engineering proprietary in vivo delivery tools for genetic disease treatments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $SCTX.

Biotechnology · Healthcare

GLP-1/obesity and gene-editing platforms continue to command premium multiples; mRNA therapeutics pipeline richness sustains broader biotech sentiment. FDA PDUFA catalysts and Phase-3 readouts are the near-term binary events across the cohort.

What this means for $SCTX

Neutral — Sorrento Ctx; post-bankruptcy limited public data.

Top industry ETF

$IBBiShares Biotechnology ETF
+19.4%YTD
+44.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$-2.62$-3.62+27.6%

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 1.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today11.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)Jul 30SC 13D
AI summary

Avoro Capital Advisors LLC, Avoro Ventures LLC, and controlling person Behzad Aghazadeh filed an initial Schedule 13D for Scribe Therapeutics, Inc. (SCTX) following its July 2026 IPO. Avoro Capital Advisors holds 2,598,973 shares (13.78%), Avoro Ventures holds approximately 490,915 shares (2.60%), and Aghazadeh's aggregate beneficial ownership is 3,088,888 shares (16.37%). Dr. Aghazadeh serves on the SCTX board of directors; the group is classified as activist investors (Schedule 13D vs. 13G). This is a significant ownership position for a newly public CRISPR gene editing company at IPO, with Avoro being an active healthcare investor.

SC 13DActivist position (5%+)Jul 30SC 13D
AI summary

Eli Lilly and Company filed a Schedule 13D for Scribe Therapeutics, Inc. (SCTX) disclosing 1,388,161 shares = 7.3% of post-IPO outstanding shares, acquired using working capital following the July 2026 IPO. This is a strategic investment by a global pharmaceutical leader in a CRISPR gene-editing platform company co-founded by CRISPR pioneer Jennifer Doudna. A Schedule 13D (vs. 13G) indicates Lilly may seek to influence the company's direction, though its specific investment intent is not disclosed in this excerpt.

SC 13DActivist position (5%+)Jul 29SC 13D
AI summary

OrbiMed Advisors LLC and OrbiMed Capital GP VIII LLC (investment advisory firm) filed a Schedule 13D for Scribe Therapeutics, Inc. (SCTX) disclosing 1,348,825 shares = approximately 7.2% of post-IPO outstanding shares held through OrbiMed Private Investments VIII LP. Board representative Carl Gordon is a member of OrbiMed's management committee. OrbiMed's 7.2% position, combined with board representation, reflects a lead institutional investor in SCTX's pre-IPO preferred rounds maintaining a significant post-IPO stake.

8-KCharter amendmentJul 278-K — Item 5.03: Charter amendment
AI summary

Scribe Therapeutics Inc. (SCTX) filed an 8-K disclosing the adoption of its Amended and Restated Certificate of Incorporation (Exhibit 3.1) and Amended and Restated Bylaws (Exhibit 3.2), both effective immediately prior to the closing of its IPO. These charter documents were previously approved by the board and stockholders in connection with the IPO process. This is a routine governance filing accompanying Scribe Therapeutics' initial public offering.

424B4Prospectus supplement (offering)Jul 27424B4
AI summary

Scribe Therapeutics Inc. (SCTX) completed its initial public offering on or about July 27, 2026, offering 8,580,000 shares at $15.00 per share for gross proceeds of $128.7 million ($119.7M to the company after $9.0M in underwriting discounts). An additional 1,287,000 shares are available via overallotment option for 30 days. Sanofi/Aventis separately purchased 500,000 shares in a concurrent private placement at $15.00/share. Underwriters: Leerink Partners, Goldman Sachs, Guggenheim Securities, Wells Fargo. Scribe is listed on Nasdaq under 'SCTX' and is a CRISPR/base-editing company co-founded by Jennifer Doudna.

3New insider — initial holdingsJul 233
AI summary

Eli Lilly and Company filed a Form 3 for Scribe Therapeutics, Inc. (SCTX) reflecting its pre-IPO status as a 10% or greater beneficial owner, noting that after the IPO closes Lilly's ownership will fall below 10% and it will have no further Section 16 reporting obligations. Filed via Lilly's VP/Corporate Secretary. This is a transitional insider ownership disclosure at the time of SCTX's IPO where Lilly converts from a pre-IPO 10%+ holder to a sub-10% strategic investor.

3New insider — initial holdingsJul 233
AI summary

OrbiMed Private Investments VIII, LP (through GP OrbiMed Capital GP VIII LLC and managing member OrbiMed Advisors LLC) filed a Form 3 for Scribe Therapeutics, Inc. (SCTX). OrbiMed holds Series B Preferred Stock convertible into common stock; Carl Gordon serves as Scribe's board representative from OrbiMed. Voting and investment power rests with Gordon, Sven Borho, and W. Carter Neild. This is an initial insider ownership statement for OrbiMed as a 10%+ holder at IPO.

3New insider — initial holdingsJul 233
AI summary

Andreessen Horowitz (a16z), through AH Bio Fund III, LP and AH Equity Partners Bio III, LLC, filed a Form 3 for Scribe Therapeutics, Inc. (SCTX) with Marc Andreessen and Ben Horowitz as the reporting persons, both as 10%+ owners and directors. This is a combined filing for the a16z healthcare venture fund's SCTX pre-IPO ownership position. The filing reflects Andreessen Horowitz as a lead pre-IPO institutional backer and ongoing board presence at the newly public SCTX.

+ 21 other (9 3s · 2 S-1/As · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Scribe Therapeutics Reports Second Quarter 2026 Financial Results and Recent Corporate Highlightsglobenewswire.com·9d agoScribe Therapeutics to Participate in Upcoming Investor Conferencesglobenewswire.com·10d agoHere Are Monday’s Top Wall Street Analyst Research Calls: AGCO Corporation, Deere & Co., Edison International, Lumentum Holdings, PG&E, Sempra Energy, STAG Industrial, Ticketplus, and More247wallst.com·11d agoScribe Therapeutics Announces Closing of Initial Public Offering, Full Exercise of Underwriters' Option to Purchase Additional Shares, and Closing of the Concurrent Private Placementglobenewswire.com·46d agoScribe Therapeutics Announces Pricing of Upsized Initial Public Offeringglobenewswire.com·50d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · top 1 · last 7 days

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