Recent discussions on X about LAVA Therapeutics N.V. (LVTX) have centered around the company's stock performance and strategic developments, particularly following news of significant insider sales and a canceled shareholder meeting. Many users have expressed concern over the stock hitting a 52-week low of $1.35, with some highlighting the rapid depletion of cash reserves despite a year-to-date surge of 63%, as reported by Investing.com. The tone of these conversations often reflects uncertainty about the company’s future direction amidst fluctuating market confidence.
Additionally, the cancellation of an Extraordinary General Meeting to finalize acquisition terms with XOMA Royalty has sparked varied reactions on X, with some seeing it as a potential delay in creating value, while others speculate on improved terms upon reconvening in early November 2025. Posts on the platform also note recent stock sales by major stakeholders like Versant and Gilde Healthcare, fueling debates over whether this signals a lack of long-term faith in the biotech’s prospects. This mix of financial and strategic updates keeps the discussion dynamic and closely watched by investors.
Note: This discussion summary was generated from an AI condensation of post data.
LAVA Therapeutics N.V. Insider Trading Activity
LAVA Therapeutics N.V. insiders have traded $LVTX stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $LVTX stock by insiders over the last 6 months:
- VENTURE CAPITAL VI, L.P. VERSANT has made 0 purchases and 8 sales selling 4,587,837 shares for an estimated $6,571,089.
- GILDE HEALTHCARE IV U.A. COOPERATIEVE has made 0 purchases and 3 sales selling 126,992 shares for an estimated $197,898.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
LAVA Therapeutics N.V. Hedge Fund Activity
We have seen 7 institutional investors add shares of LAVA Therapeutics N.V. stock to their portfolio, and 9 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PATHWAY FINANCIAL ADVISORS LLC removed 102,500 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $159,900
- SPHERA FUNDS MANAGEMENT LTD. removed 48,420 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $63,914
- CITADEL ADVISORS LLC added 46,781 shares (+931.3%) to their portfolio in Q2 2025, for an estimated $61,750
- RANGELEY CAPITAL, LLC added 27,073 shares (+inf%) to their portfolio in Q2 2025, for an estimated $35,736
- XTX TOPCO LTD removed 24,307 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $32,085
- TWO SIGMA INVESTMENTS, LP removed 23,303 shares (-40.4%) from their portfolio in Q2 2025, for an estimated $30,759
- TWO SIGMA SECURITIES, LLC added 14,236 shares (+inf%) to their portfolio in Q2 2025, for an estimated $18,791
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LAVA Therapeutics N.V. Price Targets
Multiple analysts have issued price targets for $LVTX recently. We have seen 2 analysts offer price targets for $LVTX in the last 6 months, with a median target of $1.37.
Here are some recent targets:
- Arthur He from HC Wainwright & Co. set a target price of $1.24 on 08/05/2025
- Roger Song from Jefferies set a target price of $1.5 on 08/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
