SGMT

$9.28-$0.11 (-1.17%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$583.7M

62M shares

52-week range

$4.50 – $10.01

87% from low

Sector

PHARMACEUTICAL PREPARATIONS

Exchange

NASDAQ

Change$-6.67

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$111111	-88.9%	$-1.20	$-1.54–$-0.93	—	7
2027	$8M	+6673.9%	$-1.25	$-1.66–$-0.77	—	7
2028	$24M	+217.1%	$-1.54	$-2.87–$-0.85	—	8
2029	$91M	+283.1%	$-0.98	$-0.98–$-0.98	—	5

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 7 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-11	$-0.25	$-0.26	-3.6%
2026-05-12	$-0.39	$-0.33	+15.4%
2026-03-11	$-0.43	$-0.29	+32.6%
2025-11-13	$-0.41	$-0.40	+2.4%
2025-08-13	$-0.52	$-0.32	+38.5%
2025-05-08	$-0.79	$-0.56	+29.1%
2025-03-12	$-0.65	$-0.50	+23.1%
2024-11-14	$-0.47

DCF fair valuemodel estimate

Intrinsic value

$1.05

Price

$9.28

Implied downside

-89%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
SGMTSagimet Biosciences Inc.	$9.39	-1.37%	$306M	—
ACHVAchieve Life Sciences, Inc.	$6.69	-1.18%	$687M	—
ARCTArcturus Therapeutics Holdings Inc.	$7.60	+1.06%	$216M	—
ASMBAssembly Biosciences, Inc.	$27.06	-0.77%	$536M	—
AVIRAtea Pharmaceuticals, Inc.	$5.06

Sagimet Biosciences Inc. Series A Common Stock

Sagimet Biosciences Inc a clinical-stage biopharmaceutical company developing novel therapeutics called fatty acid synthase (FASN) inhibitors that target dysfunctional metabolic and fibrotic pathways in diseases resulting from the overproduction of the fatty acid, palmitate. Its drug candidate, denifanstat, is an oral, once-daily pill and selective FASN inhibitor in development for the treatment of metabolic dysfunction-associated steatohepatitis (MASH), acne and select forms of cancer. Its second FASN inhibitor, TVB-3567, is a potent and selective small molecule FASN inhibitor in development for acne. It operates as a single business segment, developing and commercializing therapeutics for the treatment of MASH and other diseases where FASN plays a pathogenic role.

www.sagimet.com

Employees: 16
IPO / List date: Jul 14, 2023
HQ: FOSTER CITY, CA

Held by traders on TradeandTell

No one on the platform currently holds SGMT.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	625,469	$3.3M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded SGMT yet.

$SGMT chatter on StockTwits

Shiba Dad@shibadad8h
$SGMT Someone sold 2000+ Oct $10 straddles for a $2.65 premium. Probably not a bad play since they expire on Oct 16 just days before the theoretical NMPA window opens on Oct 22. Now that the P3 trials were approved, that leaves P1 TVB 3567 results as the only remaining catalyst in the near term.
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PRISM MarketView@prismmarketview8h
$SGMT Sagimet Bioscience cleared a key regulatory milestone for denifanstat in acne. The FDA cleared the IND and issued a “Study May Proceed” letter for a planned Phase 3 U.S. trial in moderate-to-severe acne. The study is expected to enroll ~800 patients, including ~450 adolescents, with participants randomized 2:1 to denifanstat 50 mg once daily or placebo for 12 weeks. https://prismmarketview.com/sagimet-clears-fda-hurdle-to-move-denifanstat-into-phase-3-for-acne/
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Shiba Dad@shibadad8h
$SGMT Vanguard reported 2.6M shares as of Q2 which is up 1.6M from Q1.
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Shiba Dad@shibadad14h
$SGMT Silverarc Capital reported 2.9M shares as of Q2. This makes them 2nd largest holder of SGMT. This is a significant stake for them as they only have $1.6B in AUM.
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R.W.@Whiskeyunderthebed15h
$SGMT volume has dried up already...
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Dave@BostonDave17h
$SGMT https://ir.sagimet.com/sec-filings/sec-filing/8-k/0001193125-26-347854
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Dave@BostonDave17h
$SGMT Letter from fda letting phase : begin. New 8k filing. https://ir.sagimet.com/node/8696/html
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Anachart@anachartanalyst1d
$SGMT https://anachart.com/wp-content/uploads/2026/08/1786561329_soc-img.jpg
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Shiba Dad@shibadad1d
$SGMT Geode Capital purchased 1.44M shares in Q2. They weren't one of the announced participants in the secondary so this might have been in the open market.
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R.W.@Whiskeyunderthebed1d
$SGMT volume is low today-back to the usual grind.
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Shiba Dad@shibadad1d
$SGMT Blue Owl added 927k shares in Q2 and now owns 1.26M shares. Most likely it was purchased during the secondary.
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Shiba Dad@shibadad1d
$SGMT Short interest as of 7/31 was 11.6M shares up almost 2M shares. We are up 34% from the end of month close. We'll have to wait and see if the early August run was short covering. If it wasn't, there might be some nervous shorts.
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Shiba Dad@shibadad1d
$SGMT Sagimet is making "good progress" in advancing denifanstat as a treatment for moderate to severe acne for the US market, Wedbush Securities said in a note Tuesday. The investment firm said positive data from studies conducted in China suggest limited clinical risk for the experimental therapy, which is expected to enter phase 3 testing in H2 after regulatory clearance. The company expects fast patient enrollment in the phase 3 study, with topline data possible by the end of 2027 or in early 2028, according to the note. Wedbush said Sagimet ended Q2 with $257.6 million in cash after raising $175 million in April, with its cash runway expected to extend through 2028 and beyond the anticipated denifanstat phase 3 readout. The firm said recent investor discussions reinforced the view that Sagimet remains "deeply undervalued" and continues to offer significant upside despite recent share gains. Wedbush Securities has an outperform rating on Sagimet Biosciences, with a price target of $28.
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Kari@rational11d
$SGMT Canaccord raise PT to $56
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Gary@efficiency1d
$SGMT What's your risk/reward scenario? Mid-April is a clue. Have YOU ever held anything for "longer" than 2 weeks?
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