Savara (SVRA)
Developing inhaled MOLBREEVI for autoimmune pulmonary alveolar proteinosis.
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Develops MOLBREEVI, an investigational inhaled GM-CSF therapy for autoimmune pulmonary alveolar proteinosis. The business has one reportable segment, no approved commercial product, and depends on regulatory review and possible commercialization in the U.S., Europe, and the U.K.
Runs a focused rare-respiratory development model around MOLBREEVI, an investigational inhaled GM-CSF therapy for autoimmune pulmonary alveolar proteinosis. The candidate is delivered through PARI Pharma's eFlow Nebulizer System and is the company's sole current program.
Operates as one reportable segment from Langhorne, Pennsylvania, with a lean organization and outsourced manufacturing, vendors, and consultants. The company has no approved commercial product and had generated no product revenue through the latest annual filing in context.
Execution centers on regulatory review and possible commercialization in the U.S., Europe, and the U.K. The business depends on the clinical, regulatory, and commercial success of MOLBREEVI.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Mar 16, 2026 | William Blair | Target | $10 | |||
| Dec 23, 2025 | UBS | Target | $10 | |||
| Dec 23, 2025 | Oppenheimer | Target | $11 | $10 | ||
| Oct 23, 2025 | JMP Securities | Reiterate | Market Outperform | $9 | $11 | |
| Sep 9, 2025 | Guggenheim | Reiterate | Buy | $10 | $11 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $173.0M · Total debt $30.1M · Total assets $192.1M · Shareholders' equity $143.7M
- Revenue
- $0
- Operating income
- −$41.0M
- Net income
- −$40.2M
No dividends on record.
| Institutions190 holders · as of Mar 31, 2026 · largest filers plus last quarter's tail | ≈ 102.58% | 210.77M shares | |
| Insiders11 holders · as of Jul 24, 2026 | 1.48% | 3.04M shares | |
| Strategic holders1 holder · as of Feb 17, 2026 | 6.02% | 12.36M shares | |
| Adds to | 110.08% |
205.46M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 110.08%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Nea Management Company, LLCInstitution | 11.91% | 24.47M | 13Fas of Mar 31, 2026 |
Venrock Healthcare Capital Partners III, L.P.Institution | 10.16% | 20.88M | 13Gfiled Feb 17, 2026 ↗ |
Bain Capital Life Sciences Investors, LLCInstitution | 8.57% | 17.60M | 13Fas of Mar 31, 2026 |
VR Adviser, LLCInstitution | 6.69% | 13.74M | 13Fas of Mar 31, 2026 |
Deerfield Management Company, L.P. (Series C)Institution | 6.60% | 13.57M | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 22, 2026 | David L. Lowrance | officer: Chief Financial Officer | −394,528 | $5.68 |
| Dec 19, 2025 | David A. Ramsay | director | −20,000 | $6.06 |
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Savara | $5.50 | +0.73% | $1.12B | — | — | — | — |
| United Therapeutics | $492.02 | +0.01% | $20.88B | 17.6 | 18.9 | 6.6 | −1.9% |
| Insmed | $126.96 | +0.22% | $27.45B | — | — | 24.1 | +296.1% |
| Liquidia | $69.25 | −0.65% | $6.20B | 50.9 | 15.9 | 13.7 | +1,842.7% |
| MannKind | $3.99 | −1.12% | $1.29B | — | — | 3.3 | +42.9% |
| Merck | $151.72 | +0.05% | $374.52B | 121.3 | 17.6 | 5.6 | +5.1% |
| Gossamer Bio | $0.1737 | +1.40% | $84.4M | — | — | 1.6 | −19.6% |
| Median | 50.9 | 17.6 | 6.1 | +24.0% |