Aug. 17 at 6:49 PM
$IFRX Farallon Capital Management held (fact vs “currently holds” wishful thinking) 3,325,000 IFRX shares as of the 6/30/2026 event date: https://www.sec.gov/Archives/edgar/data/909661/000090883426000421/xslSCHEDULE_13G_X02/primary_doc.xml
But their filing for the 5/7/2026 event date listed a total of 7,500,000 shares spread over eight separate pools of client money. https://www.sec.gov/Archives/edgar/data/1175707/000090883426000234/xslSCHEDULE_13G_X02/primary_doc.xml
4,175,000 shares sold in under two months.
As an example of why price isn’t going anywhere anytime soon. Only real institutional stability that I see is through the Montanova and TCG holdings, top two. Maybe Sirenia plans to stick around for a bit considering their odd total holding of 8,911,348 shares, suggesting they have added to their original @
$2 buy.
Then there's InflaRx's
$65M ATM filed 8/14; the company itself able to sell into any strength.. https://www.sec.gov/Archives/edgar/data/1708688/000114036126033149/ny20075001x3_424b5.htm
No real data catalysts for months to come. Start of AAV p3? So what. Start of POCs? That’s not data.
Don’t expect fireworks anytime soon. But as long as old-Suvretta sticks around, I’m in ;)
