Stocks/PRME

PRME

Prime Medicine, Inc.
Healthcare·Biotechnology
$3.55
$641M market cap
Revenue
$1.7M
Free Cash Flow
$-80.5M
Rev Growth
+0.0%
FCF Margin
-4750.3%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Prime Medicine, Inc., a biotechnology company, delivers genetic therapies to address diseases by deploying gene editing technology. It offers Prime Editors with a Prime Editor protein, comprising a fusion between a Cas protein and a reverse transcriptase enzyme; and a pegRNA, which targets the Prime Editor to a specific genomic location and provides a template for making the desired edit to the target DNA sequence. The company was incorporated in 2019 and is headquartered in Cambridge, Massachus

2-Year Price History

$2.97-54.8%
$2.0$3.0$4.0$5.0$6.0$7.0volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.9-48.8-50.7-49.1-42.7-42.9-0.2135.5114.5177.1-176.9%----
Act2025-Q40.8-46.7-48.6-46.1-37.3-37.6-0.3177.7116.4148.8-124.9%----

Valuation & Metrics

Market Stats

Price$3.55
Market Cap$641M
Enterprise Value$620M
P/S Ratio378.5x
P/FCF--
EV/FCF--
FCF Margin (TTM)-4750.3%
FCF Yield-12.6%
Dividend Yield (TTM)0.2%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$1.7M
Net Income$-95.2M
Free Cash Flow$-80.5M

Revenue Growth (YoY)+0.0%
EBITDA Margin-5639.3%
Net Margin-5619.9%
FCF Margin-4750.3%
CapEx % of Revenue29.8%
SBC % of Revenue266.5%
ROIC-150.9%
WC Change % Rev203.0%
Interest Coverage--

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares30.4M
Days to Cover18.7
Change (vs Prior)+0.4%
Need at least 2 settlement dates for chart

Employees

Headcount214
Revenue / Employee$7,916
Gross Profit / Employee$-757

Cash Runway

20.2months
WATCH

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
47.5%(+29.2% YoY)
170 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
16.4%(+12.2% YoY)
13 filers
Vanguard, iShares, SPDR
Market makers
0.5%(+0.5% YoY)
5 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-122023-092024-062025-032025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Alphabet Inc.$57.6M$15.43+$0+$5.2M+1.4%$4.02B
BlackRock, Inc.Passive$29.6M$3.93+$810K+$14.6M-0.2%$5.69T
STATE STREET CORPPassive$22.1M$5.43+$4.3M+$18.1M-0.2%$2.89T
ARK Investment Management LLC$21.7M$8.77+$3.1M+$11.0M-1.7%$12.86B
T. Rowe Price Investment Management, Inc.$19.1M$5.10−$1.8M+$4.7M-1.3%$145.22B
VANGUARD CAPITAL MANAGEMENT LLCPassive$15.6M$3.48+$15.6M+$15.6M$4.04T
BALYASNY ASSET MANAGEMENT LLC$14.3M$3.49+$3.5M+$14.3M-0.4%$48.01B
Casdin Capital, LLC$11.0M$7.21+$0+$9.7M-3.1%$1.32B
Woodline Partners LP$10.5M$5.67+$2K+$10.5M-0.1%$26.43B
Sumitomo Mitsui Trust Group, Inc.$10.2M$10.99−$1.1M+$51K+1.8%$154.47B
Nikko Asset Management Americas, Inc.$10.2M$10.99−$1.1M+$51K-1.1%$7.07B
UBS Group AG$10.1M$3.86+$1.6M+$9.6M-0.3%$562.11B
GEODE CAPITAL MANAGEMENT, LLCPassive$9.6M$7.16+$401K+$4.2M+2.3%$1.61T
ADAR1 Capital Management, LLC$6.9M$3.48+$6.9M+$6.9M+8.3%$1.64B
FMR LLC$6.2M$18.42−$1.4M−$6.9M-0.0%$1.89T
Redmile Group, LLC$5.5M$11.55+$5.2M−$1.7M-5.7%$1.51B
TWO SIGMA INVESTMENTS, LP$5.5M$4.82−$197K+$4.6M-0.9%$117.03B
D. E. Shaw & Co., Inc.$4.8M$5.48−$549K+$4.8M-0.3%$118.02B
FARALLON CAPITAL MANAGEMENT LLC$4.3M$5.77+$0+$1.7M-0.4%$15.27B
GOLDMAN SACHS GROUP INC$3.4M$3.87−$2.7M+$2.5M-0.2%$760.93B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
-0.28%
avg per quarter
Holders (ex-self)
-0.00%
excl. this stock
Buyers (this Q)
+0.80%
105 buyers · $0.06B in
Sellers (this Q)
-0.06%
54 sellers · $0.02B out
alpha coverage: 94% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+10.7%
how holders react when this stock falls
On quiet Qs
+25.8%
−10% to +10% baseline
On rallies (+10%+)
-15.9%
how they react when this stock rises
Holders' portfolio flow this Q
+10.1%
inflows — adds are organic
Sellers' portfolio flow this Q
+4.2%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-4.4%
Holder mid (any stock)
-5.3%
Holder rally (any stock)
-8.6%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

010.9M21.7M32.6M43.4M$1.99$6.14$10$14$192022-122023-092024-062025-032025-122026-03
hover the chart for per-quarter detailprice (right axis)
Alphabet Inc.16.6MFMR LLC1.8MT. Rowe Price Investment Management, Inc.5.5MSumitomo Mitsui Trust Group, Inc.2.9MNikko Asset Management Americas, Inc.2.9MPRICE T ROWE ASSOCIATES INC /MD/134KARK Investment Management LLC6.2MRedmile Group, LLC1.6MMWG Management Ltd.FIL Ltd115K

Analyst Coverage

Analyst Coverage
Analyst Ratings
5
4
Buy: 5Hold: 4Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$35.11M
8 txns · 5 insiders · 10,674,900 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-08-01BUYARCH Venture Partners X, LLC10 percent owner3,030,300$3.30$10.00M$20.56M
2025-08-01BUYARCH Venture Partners XII, LLC10 percent owner3,030,300$3.30$10.00M$20.56M
2025-08-01BUYGV 2021 GP, L.L.C.10 percent owner1,500,000$3.30$4.95M$10.77M
2025-08-01BUYNELSEN ROBERTdirector, 10 percent owner: 3,030,300$3.30$10.00M$20.56M
2025-06-30BUYLiu David R.10 percent owner21,000$2.52$53K$50.92M
2025-06-23BUYLiu David R.10 percent owner21,000$2.16$45K$43.72M
2025-06-16BUYLiu David R.10 percent owner21,000$1.49$31K$30.01M
2025-06-11BUYLiu David R.10 percent owner21,000$1.60$34K$32.27M

Order Flow (FINRA, ~3w lag)

35.3%retail-1.4pp
11.9%dark+0.3pp
week of 2026-04-13
10%20%30%40%50%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Prime Medicine, Inc.: A Precarious Burn Towards Insolvency and IP Paralysis

Overall Risk
9/10
Fraud
3/10
Dilution
9/10
Insolvency
10/10
Earnings Overstated
2/10
Hidden Liabilities
5/10
Legal
9/10
Audit Warnings
10/10
Hidden Upside
4/10
Contextually Acceptable
3/10