Trial Disappointment: Recent discussions on social media about Ultragenyx Pharmaceutical have centered on the sharp decline in its stock price. The company reported disappointing results from Phase 3 trials for setrusumab, a drug aimed at treating osteogenesis imperfecta, which failed to meet primary endpoints. This has sparked intense reactions among investors and analysts alike.
Mixed Analyst Views: Despite the setback, some on social media highlight a silver lining with positive secondary data on bone density. Analyst opinions shared in these discussions vary, with some maintaining a buy rating and shifting focus to other pipeline drugs like Apazunersen for Angelman syndrome. Others caution against investing, pointing to the significant drop as a warning sign.
Market Impact: The stock plummeted over 40% following the news, a figure widely circulated in online conversations. Many express concern over the company's future in the rare disease space, while a few remain optimistic about long-term potential. The volatility has kept the ticker at the forefront of biotech debates.
Note: This discussion summary was generated from an AI condensation of post data.
Ultragenyx Pharmaceutical Insider Trading Activity
Ultragenyx Pharmaceutical insiders have traded $RARE stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $RARE stock by insiders over the last 6 months:
- HOWARD HORN (Chief Financial Officer) has made 0 purchases and 2 sales selling 11,023 shares for an estimated $362,339.
- KARAH HERDMAN PARSCHAUER (EVP and Chief Legal Officer) sold 2,450 shares for an estimated $76,366
- THEODORE ALAN HUIZENGA (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 148 shares for an estimated $4,503.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ultragenyx Pharmaceutical Congressional Stock Trading
Members of Congress have traded $RARE stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $RARE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/08, 07/15 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Ultragenyx Pharmaceutical Hedge Fund Activity
We have seen 176 institutional investors add shares of Ultragenyx Pharmaceutical stock to their portfolio, and 144 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,678,708 shares (+179.6%) to their portfolio in Q3 2025, for an estimated $140,735,536
- CLEARBRIDGE INVESTMENTS, LLC removed 1,984,825 shares (-92.7%) from their portfolio in Q3 2025, for an estimated $59,703,536
- JACOBS LEVY EQUITY MANAGEMENT, INC added 1,864,164 shares (+614.1%) to their portfolio in Q3 2025, for an estimated $56,074,053
- ALKEON CAPITAL MANAGEMENT LLC removed 1,685,729 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $50,706,728
- FEDERATED HERMES, INC. removed 1,553,441 shares (-75.8%) from their portfolio in Q3 2025, for an estimated $46,727,505
- DEEP TRACK CAPITAL, LP removed 1,350,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $40,608,000
- ALLIANCEBERNSTEIN L.P. removed 1,228,495 shares (-97.9%) from their portfolio in Q3 2025, for an estimated $36,953,129
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ultragenyx Pharmaceutical Analyst Ratings
Wall Street analysts have issued reports on $RARE in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 11/24/2025
- TD Cowen issued a "Buy" rating on 11/05/2025
- HC Wainwright & Co. issued a "Buy" rating on 09/09/2025
- Cantor Fitzgerald issued a "Overweight" rating on 09/05/2025
- Canaccord Genuity issued a "Buy" rating on 08/08/2025
- Morgan Stanley issued a "Overweight" rating on 07/14/2025
To track analyst ratings and price targets for Ultragenyx Pharmaceutical, check out Quiver Quantitative's $RARE forecast page.
Ultragenyx Pharmaceutical Price Targets
Multiple analysts have issued price targets for $RARE recently. We have seen 11 analysts offer price targets for $RARE in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- Benjamin Burnett from Wells Fargo set a target price of $45.0 on 12/30/2025
- Maury Raycroft from Jefferies set a target price of $63.0 on 12/30/2025
- Gena Wang from Barclays set a target price of $50.0 on 11/24/2025
- Yaron Werber from TD Cowen set a target price of $75.0 on 11/05/2025
- Joon Lee from Truist Securities set a target price of $90.0 on 11/05/2025
- Raghuram Selvaraju from HC Wainwright & Co. set a target price of $80.0 on 09/09/2025
- Kristen Kluska from Cantor Fitzgerald set a target price of $105.0 on 09/05/2025
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.
