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SCSCTX

Scribe Therapeutics Inc.

$SCTX·$343M·Biotechnology·Healthcare
$20.72-0.2%1Y-4.3%
Price updated 15h ago·X counts updated 5d ago
SCSCTX
$SCTXScribe Therapeutics Inc.
$20.72-0.24%23 posts
AI analysisFundamentalsVoices on X
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On X

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.

23X posts · last 7 days
Sep 28Oct 11
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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Scribe Therapeutics post-IPO with Lilly and Sanofi backing — $36M insider buy from Behzad Aghazadeh is specific conviction.

Scribe Therapeutics is a CRISPR-based gene-editing clinical-stage biotech with specific institutional pedigree — Nasdaq-listed with LLY and SNY as major backers, upsized IPO plus concurrent Sanofi private placement raising ~$155.5M gross (9.867M shares at $15 plus the Sanofi purchase).

  • The P&L is pre-revenue by design: no quarterly P&L cadence has been established yet, which is standard for a post-IPO clinical-stage biotech where the stock trades on pipeline milestones and institutional-sponsorship signals.
  • The specific insider stack is unusual: Behzad Aghazadeh's $36.12M Form 4 buy on July 24 plus Orbimed's $15M, Director $15M, and 10% owner AH Bio $5M — these are the kinds of concentrated specialist-biotech holder additions that typically precede sustained support, with Moderate Buy Wall Street coverage adding incremental signal.

With volume at 1.15x average, the setup is a classic post-IPO consolidation on specialist conviction. Any specific pipeline-milestone disclosure, named new institutional partner, or FDA-pathway commentary is the trigger; another all-conference-attendance quarter without named clinical progress is the invalidation.

Agrees with X sentimentThe specific $36.12M Aghazadeh insider buy and the Orbimed/Director/AH Bio stack are grounded capital-markets positioning datapoints. The Lilly/Sanofi backing is specific pedigree, not just vibes.

What to watch: Any pipeline-milestone disclosure, FDA-pathway commentary, additional institutional-partner addition, and clinical-trial progression. Named clinical catalyst is the trigger; conference-only cadence is the invalidation.

post ipoinsider conviction

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

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $SCTX

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

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%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%
Next earningsWed, Dec 2·consensus EPS $-0.42

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.0.4×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.-19.5%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 today10.6% 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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJul 28Behzad AghazadehSee Remarks7.9K sh$144KBuyJul 27Ah Bio Fund Ii, L.p.10% owner333.3K sh$5.0MBuyJul 27Carl L GordonDirector1.0M sh$15.0MBuyJul 27Orbimed Advisors LlcDirector1.0M sh$15.0MBuyJul 24Behzad AghazadehSee Remarks2.4M sh$36.1MBuyJul 23Svetlana LucasChief Business Officer3.0K sh$45KBuyJul 23David ParrotCFO1.3K sh$20K
+ 12 other (8 awards · 4 conversions) in window

See when $SCTX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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: Underrated In-Vivo Gene Therapy Developer With Near-Term Catalystseekingalpha.com·1d agoScribe Therapeutics Inc. (NASDAQ:SCTX) Stock Rated “Moderate Buy” by Wall Street Analystsdefenseworld.net·18d agoScribe Therapeutics Reports Second Quarter 2026 Financial Results and Recent Corporate Highlightsglobenewswire.com·44d agoScribe Therapeutics to Participate in Upcoming Investor Conferencesglobenewswire.com·45d 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·46d ago

In themes

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

Gene Editing & CRISPR

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Voices on X · last 7 days

No standout posts about $SCTX on X in the last 7 days.

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