Orbimed Advisors Llc Sells 48,546 Shares of Sionna Therapeutics (NASDAQ:SION) Stock

Sionna Therapeutics, Inc. (NASDAQ:SION) Director Orbimed Advisors Llc sold 48,546 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $44.61, for a total transaction of $2,165,637.06. Following the completion of the sale, the director directly owned 2,916,228 shares in the company, valued at $130,092,931.08. This trade represents a 1.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Orbimed Advisors Llc also recently made the following trade(s):

• On Monday, May 11th, Orbimed Advisors Llc sold 184,639 shares of Sionna Therapeutics stock. The shares were sold at an average price of $46.22, for a total transaction of $8,534,014.58.
• On Friday, May 8th, Orbimed Advisors Llc sold 59,767 shares of Sionna Therapeutics stock. The shares were sold at an average price of $44.58, for a total value of $2,664,412.86.
• On Saturday, April 18th, Orbimed Advisors Llc sold 2,948 shares of Sionna Therapeutics stock. The shares were sold at an average price of $44.52, for a total value of $131,244.96.
• On Friday, April 17th, Orbimed Advisors Llc sold 52,397 shares of Sionna Therapeutics stock. The shares were sold at an average price of $44.68, for a total value of $2,341,097.96.
• On Thursday, April 16th, Orbimed Advisors Llc sold 226,906 shares of Sionna Therapeutics stock. The shares were sold at an average price of $45.34, for a total value of $10,287,918.04.
• On Wednesday, April 15th, Orbimed Advisors Llc sold 235,863 shares of Sionna Therapeutics stock. The shares were sold at an average price of $44.64, for a total value of $10,528,924.32.
• On Tuesday, April 14th, Orbimed Advisors Llc sold 47,814 shares of Sionna Therapeutics stock. The shares were sold at an average price of $44.51, for a total value of $2,128,201.14.

Sionna Therapeutics Stock Down 10.9%

Shares of NASDAQ:SION opened at $40.94 on Wednesday. Sionna Therapeutics, Inc. has a 52-week low of $11.77 and a 52-week high of $48.44. The stock’s fifty day simple moving average is $38.93 and its 200-day simple moving average is $39.48. The company has a market capitalization of $1.85 billion, a P/E ratio of -20.99 and a beta of 1.35.

Sionna Therapeutics (NASDAQ:SION) last issued its quarterly earnings data on Tuesday, May 12th. The company reported ($0.60) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.52) by ($0.08). On average, sell-side analysts anticipate that Sionna Therapeutics, Inc. will post -2.32 earnings per share for the current year.

Hedge Funds Weigh In On Sionna Therapeutics

Large investors have recently modified their holdings of the company. GF Fund Management CO. LTD. purchased a new position in shares of Sionna Therapeutics in the 4th quarter worth about $36,000. Russell Investments Group Ltd. purchased a new position in shares of Sionna Therapeutics in the 3rd quarter worth about $30,000. Balyasny Asset Management L.P. purchased a new position in shares of Sionna Therapeutics in the 4th quarter worth about $58,000. BNP Paribas Financial Markets purchased a new position in shares of Sionna Therapeutics in the 2nd quarter valued at $31,000. Finally, Mirae Asset Global Investments Co. Ltd. purchased a new position in shares of Sionna Therapeutics in the 4th quarter valued at $89,000.

Key Stories Impacting Sionna Therapeutics

Here are the key news stories impacting Sionna Therapeutics this week:

• Positive Sentiment: Sionna completed enrollment in the PreciSION CF Phase 2a trial for SION-719, keeping the program on schedule for summer 2026 data and reducing execution risk. Article Title
• Positive Sentiment: The company reported approximately $289.9 million in cash and cash equivalents, which it expects will fund operations into 2028, easing financing concerns. Article Title
• Neutral Sentiment: Management said topline data from SION-719 and SION-451 studies are still expected in summer 2026, keeping investors focused on future catalysts rather than immediate commercial results. Article Title
• Negative Sentiment: First-quarter EPS missed expectations, adding pressure to the stock despite pipeline progress. Article Title
• Negative Sentiment: Recent insider sales by director Peter A. Thompson and OrbiMed Advisors may also be weighing on sentiment, even though the transactions were disclosed as pre-arranged 10b5-1 trades. Article Title

Wall Street Analyst Weigh In

SION has been the topic of several recent analyst reports. UBS Group reiterated a “buy” rating on shares of Sionna Therapeutics in a research report on Monday, March 2nd. Citizens Jmp initiated coverage on Sionna Therapeutics in a research report on Tuesday, February 24th. They set a “market outperform” rating and a $63.00 target price on the stock. Guggenheim increased their price target on shares of Sionna Therapeutics from $45.00 to $50.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Citigroup initiated coverage on shares of Sionna Therapeutics in a research note on Tuesday, February 24th. They set an “outperform” rating on the stock. Finally, Wedbush initiated coverage on shares of Sionna Therapeutics in a research note on Tuesday, May 5th. They set an “outperform” rating and a $53.00 price target on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, six have given a Buy rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $53.00.

About Sionna Therapeutics

Sionna Therapeutics is a clinical-stage biotechnology company dedicated to developing next-generation RNA therapeutics for oncology and immunology indications. Leveraging proprietary lipid nanoparticle and coacervate delivery technologies, the company aims to overcome key challenges associated with stability, targeting and immune activation that have historically limited the clinical performance of mRNA-based medicines. Its strategic focus spans both solid tumors and hematological malignancies, as well as selected autoimmune disorders, reflecting a broad ambition to harness the power of messenger RNA in diverse therapeutic areas.

At the heart of Sionna’s approach is a platform that combines optimized ionizable lipids with bespoke surface chemistries to enhance payload delivery, intracellular release and endosomal escape.