Recent discussions on X about MoonLake Immunotherapeutics (MLTX) have centered around the disappointing results from the company’s Phase 3 VELA HS trials for sonelokimab, a treatment for hidradenitis suppurativa. Posts on the platform highlight a dramatic drop in the stock price, with some noting a decline of nearly 90% following the news that the VELA-2 study missed its primary endpoint due to an unexpectedly strong placebo effect. The tone among users reflects frustration, with many expressing shock at the trial’s outcome after earlier optimism.
Despite the setback, a few voices on X have pointed to potential recovery, with mentions of analysts maintaining a positive outlook and strategic value in the drug despite the trial miss. Some users have even suggested that the current low price could represent a buying opportunity, though skepticism remains high. The conversation continues to evolve as investors grapple with the implications of this clinical data and await further updates from the company.
Note: This discussion summary was generated from an AI condensation of post data.
MoonLake Immunotherapeutics Insider Trading Activity
MoonLake Immunotherapeutics insiders have traded $MLTX stock on the open market 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $MLTX stock by insiders over the last 6 months:
- BIHUA CHEN has made 0 purchases and 5 sales selling 6,499,978 shares for an estimated $46,868,184.
- CATHERINE MOUKHEIBIR sold 23,500 shares for an estimated $1,146,565
- MATTHIAS BODENSTEDT (Chief Financial Officer) purchased 10,870 shares for an estimated $98,808
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MoonLake Immunotherapeutics Hedge Fund Activity
We have seen 58 institutional investors add shares of MoonLake Immunotherapeutics stock to their portfolio, and 77 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AVORO CAPITAL ADVISORS LLC added 1,379,900 shares (+49.8%) to their portfolio in Q2 2025, for an estimated $65,131,280
- POLAR CAPITAL HOLDINGS PLC removed 852,500 shares (-77.5%) from their portfolio in Q2 2025, for an estimated $40,238,000
- RTW INVESTMENTS, LP added 741,090 shares (+inf%) to their portfolio in Q2 2025, for an estimated $34,979,448
- FMR LLC removed 596,465 shares (-9.4%) from their portfolio in Q2 2025, for an estimated $28,153,148
- SIREN, L.L.C. added 508,267 shares (+inf%) to their portfolio in Q2 2025, for an estimated $23,990,202
- CAMBER CAPITAL MANAGEMENT LP removed 441,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $20,815,200
- FINEPOINT CAPITAL LP removed 435,785 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $20,569,052
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MoonLake Immunotherapeutics Analyst Ratings
Wall Street analysts have issued reports on $MLTX in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 09/30/2025
- Wedbush issued a "Outperform" rating on 09/30/2025
- Guggenheim issued a "Buy" rating on 09/30/2025
- Goldman Sachs issued a "Buy" rating on 08/06/2025
- Wolfe Research issued a "Outperform" rating on 05/19/2025
To track analyst ratings and price targets for MoonLake Immunotherapeutics, check out Quiver Quantitative's $MLTX forecast page.
MoonLake Immunotherapeutics Price Targets
Multiple analysts have issued price targets for $MLTX recently. We have seen 8 analysts offer price targets for $MLTX in the last 6 months, with a median target of $20.0.
Here are some recent targets:
- Samantha Semenkow from Citigroup set a target price of $5.0 on 09/30/2025
- Serge Belanger from Needham set a target price of $20.0 on 09/30/2025
- Yun Zhong from Wedbush set a target price of $18.0 on 09/30/2025
- Yatin Suneja from Guggenheim set a target price of $20.0 on 09/30/2025
- Julian Harrison from BTIG set a target price of $85.0 on 09/29/2025
- Brian Abrahams from RBC Capital set a target price of $10.0 on 09/29/2025
- Richard Law from Goldman Sachs set a target price of $82.0 on 08/06/2025
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.
