Orbimed Sells 33,356 Shares of Sionna for $1.5 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 03 2026
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Should l Buy SION?
Source: Yahoo Finance
- Share Sale: Orbimed Advisors LLC sold 33,356 shares of Sionna Therapeutics on December 24, 2025, for a total transaction value of $1.5 million, reducing its indirect holdings to 3,561,655 shares, indicating a strategic adjustment in its market position.
- Ownership Structure: This transaction represented 0.93% of Orbimed Advisors LLC's indirect holdings, with all shares disposed of through OrbiMed Private Investments VIII, LP, suggesting confidence in future holdings while maintaining liquidity.
- Market Reaction: The sale size matched the median for recent disposals, reflecting that following a series of large transactions in 2025, Orbimed Advisors' share capacity is nearing exhaustion, which may impact its future investment strategies.
- Company Outlook: Sionna Therapeutics focuses on biopharmaceutical development for cystic fibrosis, and despite challenges, its positive progress in clinical trials could yield long-term returns for investors, particularly in the development of its new drug candidates.
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Analyst Views on SION
Wall Street analysts forecast SION stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SION is 47.80 USD with a low forecast of 24.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
0 Hold
1 Sell
Moderate Buy
Current: 35.250
Low
24.00
Averages
47.80
High
60.00
Current: 35.250
Low
24.00
Averages
47.80
High
60.00
About SION
Sionna Therapeutics, Inc. is a clinical-stage biopharmaceutical company. The Company is focused on researching and developing novel medicines for cystic fibrosis. It is advancing a pipeline of small molecules engineered to correct the defects caused by the F508del genetic mutation, which resides in nucleotide-binding domain 1 (NBD1). It is conducting ongoing Phase I trials of its two highly potent NBD1 stabilizers, SION-719 and SION-451, evaluating the safety, tolerability and pharmacokinetic (PK) profile of single and multiple ascending doses in healthy subjects. It is also developing a portfolio of cystic fibrosis transmembrane conductance regulator (CFTR) modulators designed to work synergistically with its NBD1 stabilizers to improve CFTR function. Its portfolio also includes Galicaftor (SION-2222) and SION-2851, which are TMD1-directed CFTR correctors; SION-109, an ICL4-directed CFTR corrector, and Navocaftor (SION-3067), is a clinical-stage potentiator of CFTR gating activity.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Executive Share Sale: On December 5, 2025, Sionna Therapeutics' Chief Legal Officer Jennifer Fitzpatrick exercised 10,250 options and sold the shares for $415,330, indicating executive confidence in the company's stock performance.
- Holding Changes: Following the transaction, Fitzpatrick's direct ownership dropped to zero shares, yet she retains 61,185 outstanding options, which may provide future equity exposure, reflecting her ongoing commitment to the company's prospects.
- Market Performance Insight: The shares were sold at a weighted average price of approximately $40.52, slightly above the market close of $40.29 on December 5, 2025, showcasing her astute awareness of current market conditions.
- Optimistic Company Outlook: Despite having no revenue, Sionna Therapeutics has seen a 45.36% stock price increase since its IPO on February 7, 2025, demonstrating investor confidence in its future drug development for cystic fibrosis.
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- Executive Trading Activity: On December 5, 2025, Sionna Therapeutics' Chief Legal Officer Jennifer Fitzpatrick exercised 10,250 options and sold them in an open-market transaction valued at $415,330, indicating executive confidence in the company's future.
- Strong Stock Performance: Since its IPO on February 7, 2025, Sionna Therapeutics' stock has surged 45.36%, reflecting investor optimism regarding its future development and clinical strategies, despite currently having zero revenue.
- Active Insider Transactions: Over the past few weeks, at least five different insiders have conducted transactions, both directly and indirectly, suggesting a positive outlook from within the company that may attract more investor interest.
- Future Development Outlook: Sionna Therapeutics plans to continue developing clinical strategies to combat cystic fibrosis through 2028 and claims to have strong financial backing, laying a foundation for long-term growth.
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- Conference Participation: Sionna Therapeutics will present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, showcasing its innovative drug development in cystic fibrosis treatment, which is expected to attract investor interest and enhance the company's visibility.
- Technological Innovation: The company is focused on developing novel medicines to normalize the function of the cystic fibrosis transmembrane conductance regulator (CFTR), particularly targeting drugs for the F508del genetic mutation, which could significantly improve clinical outcomes and quality of life for patients.
- Investor Relations: Sionna plans to use its Investor Relations website to disclose material nonpublic information, ensuring that investors are kept informed of company developments, thereby enhancing transparency and market trust.
- Future Outlook: By showcasing its research advancements, Sionna aims to attract more investment to further develop its clinical-stage drugs, positioning itself more favorably in the cystic fibrosis treatment market.
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- Stock Sale: On December 24, 2025, Sionna Therapeutics sold 33,356 shares for $1.49 million through OrbiMed Private Investments VIII, LP, reducing its indirect ownership to 3,561,655 shares, demonstrating the company's liquidity management capabilities in the market.
- Market Response: The number of shares sold matched the median for recent disposals, indicating that the company can maintain a stable shareholder structure even after a series of large transactions, thereby enhancing market confidence.
- Financial Position: Sionna Therapeutics raised approximately $191 million in its initial public offering last February, with funds allocated to advance its innovative treatments for cystic fibrosis, showcasing the company's potential in the biopharmaceutical sector.
- R&D Progress: The company announced positive phase 1 results for its lead candidates SION-719 and SION-451 in healthy volunteers in June, with top-line results from the phase 2 trial expected around mid-next year, further boosting its competitiveness in the rare disease market.
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- Share Disposal: Advisors LLC Orbimed sold 33,356 shares of Sionna Therapeutics on December 24, 2025, for a total of $1.49 million, indicating ongoing market activity.
- Holding Changes: Post-transaction, Orbimed's indirect holdings in Sionna decreased to 3,561,655 shares, reflecting a 0.93% reduction in their stake while still maintaining a significant investment.
- Transaction Pattern: The sale of 33,356 shares aligns with Orbimed's recent disposition strategy, suggesting a continued use of structured incremental block sales as they approach exhaustion of their holdings.
- Market Reaction: Despite the sale raising eyebrows, Orbimed retains over 3.5 million shares, indicating that the transaction is not a sign of an insider fleeing a sinking ship but rather a strategic move to supplement income.
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- Share Sale: Orbimed Advisors LLC sold 33,356 shares of Sionna Therapeutics on December 24, 2025, for a total transaction value of $1.5 million, reducing its indirect holdings to 3,561,655 shares, indicating a strategic adjustment in its market position.
- Ownership Structure: This transaction represented 0.93% of Orbimed Advisors LLC's indirect holdings, with all shares disposed of through OrbiMed Private Investments VIII, LP, suggesting confidence in future holdings while maintaining liquidity.
- Market Reaction: The sale size matched the median for recent disposals, reflecting that following a series of large transactions in 2025, Orbimed Advisors' share capacity is nearing exhaustion, which may impact its future investment strategies.
- Company Outlook: Sionna Therapeutics focuses on biopharmaceutical development for cystic fibrosis, and despite challenges, its positive progress in clinical trials could yield long-term returns for investors, particularly in the development of its new drug candidates.
See More










