EWTX at a glance
Edgewise Therapeutics, Inc. (EWTX, SEC CIK 1710072) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Edgewise Therapeutics, Inc. (EWTX) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Donovan Joanne M. on August 13, 2026 of 2,919 shares at $43.41 per share.
- In the last 90 days, EWTX insiders reported 0 open-market purchases ($0) and 19 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 19 sells
- Net −$1.9M
- 13F holders
- 28 funds
- $1.1B · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Discovery and development of precision small molecule therapies targeting severe skeletal and cardiac muscle diseases
- New emphasis on sevasemten, an oral fast myosin inhibitor in late-stage trials for Duchenne and Becker muscular dystrophies with recent FDA Fast Track and Orphan Drug designations
- Strategic focus shift to advancing muscle fiber stabilizing therapies with potential use as standalone or combination treatment, expanding clinical-stage muscular dystrophy and cardiac programs including EDG-7500 and EDG-15400
- Pipeline growth with multiple clinical-stage assets and new preclinical candidates, including EDG-003 targeting cardiometabolic diseases
- FDA approvals and setbacks in gene and exon skipping therapies for Duchenne highlight continued unmet need; Edgewise promotes mutation-agnostic, mechanistically novel approach potentially addressing broader patient populations
Risk Factors
- FDA and EMA regulatory approval risks; lengthy, unpredictable processes may delay product commercialization
- Macroeconomic risk from U.S. banking sector disruptions; Silicon Valley Bank failure may limit capital market access
- Dependence on third-party manufacturers for sevasemten, EDG-7500, EDG-15400; supply disruptions could delay trials or commercialization
- Competition risk from faster, safer, or cheaper products by unnamed competitors could reduce market opportunities
- Financial risk: net loss $167.8M in 2025, accumulated deficit $546.4M; need for additional capital may dilute stockholders or restrict operations
Management Discussion & Analysis
- Net loss $167.8M in 2025 vs $133.8M in 2024, operating expenses rose $32.6M to $191.4M driven by R&D and G&A increases
- R&D expenses $151.4M vs $127.0M (+19%), led by sevasemten $52.5M, EDG-7500 $18.4M, and new EDG-15400 $7.6M clinical program costs
- General & admin expenses $40.0M vs $31.9M (+25.6%) due to higher personnel and professional fees
- Cash from financing $196.1M in 2025 including $200M direct offering; cash used in operating activities $143.8M; cash and equivalents $530.1M at year-end
- Management expects increasing expenses from advancing clinical trials, regulatory activities, and commercial preparation; risks include clinical trial outcomes, regulatory timing, capital needs, and macroeconomic uncertainties
AI summary of the EWTX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $0, unchanged YoY; company has not generated revenue since inception
- Net loss $57.3M vs $36.1M YoY; operating expenses $61.9M vs $42.6M
- Best program EDG-7500 spending $8.1M, up $5.0M; EDG-15400 spending $3.4M, newly reported
- Cash used in operations $85.0M; cash, equivalents and securities $460.7M at June 30
- $1.55B Sevasemten-sale proceeds received July 10; Phase 3 EDG-7500 targeted for Q4 2026
Risk Factors
- Sevasemten sale created milestone-collection risk, with up to $1,100 million contingent on development, regulatory and commercial achievements
- Regulatory approval risk remains material because FDA, EMA and foreign review processes are lengthy and unpredictable
- EDG-7500 concentration risk, with business success substantially dependent on timely development, approval and commercialization
- Liquidity strengthened by $1,550 million upfront proceeds and $460.7 million in cash, equivalents and marketable securities at June 30, 2026
- Persistent loss risk, with $57.3 million quarterly net loss and $652.7 million accumulated deficit at June 30, 2026
AI summary of the EWTX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- No fiscal-year 2026 operating results or financial metrics available for investor analysis
Item EX-99.1: Item EX-99.1
- Q2 2026 net loss $57.3M, or $0.53 per share, versus $36.1M, or $0.34, in Q2 2025
- Cash, equivalents and marketable securities $460.7M at June 30; pro forma $2.01B after $1.55B Servier upfront proceeds
Item EX-99.1: Item EX-99.1
- Servier transaction produced $1.55B upfront cash and up to $1.1B milestones, transforming Edgewise into a cardiovascular-focused company
- Pro forma cash and equivalents rose to $1.532B, with total assets reaching $2.014B and stockholders’ equity $1.755B
Item 2.01: Completion of Acquisition or Disposition of Assets
- Servier completed acquisition of sevasemten and Edgewise’s muscular dystrophy program on July 10, 2026
- Edgewise received $1.55 billion in upfront cash consideration
Item 7.01: Regulation FD Disclosure
- Boilerplate Regulation FD disclosure language only
- No substantive company event or investor-actionable information disclosed
Item EX-99.1: Item EX-99.1
- Servier transaction closed for $1.55B upfront cash plus up to $1.1B milestones, materially strengthening Edgewise’s balance sheet
- Edgewise exits muscular dystrophy and becomes cardiovascular-focused, retaining EDG-7500, EDG-15400 and EDG-003
AI summaries of EWTX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EWTX
Don't miss the next EWTX filing
- Alerts as it files. A push when EWTX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EWTX, by share count.
- Ask anything. An AI agent that reads every EWTX filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fox Jonathan C | A | Oct 1, 2026 | 308 | - |
| Donovan Joanne M. | Sell | Aug 13, 2026 | 2,919 | $43.41 |
| Derakhshan Behrad | A | Aug 12, 2026 | 50,000 | - |
| Derakhshan Behrad | M | Aug 12, 2026 | 5,781 | - |
| Derakhshan Behrad | M | Aug 12, 2026 | 5,781 | - |
| Derakhshan Behrad | M | Aug 12, 2026 | 7,500 | - |
| Derakhshan Behrad | Sell | Aug 12, 2026 | 304 | $44.50 |
| Derakhshan Behrad | Sell | Aug 12, 2026 | 2,171 | $43.79 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Operating Income | -$114.4M | -$158.8M | -$191.4M |
| Net Income | -$100.2M | -$133.8M | -$167.8M |
| Balance Sheet | |||
| Total Assets | $340.0M | $486.8M | $552.6M |
| Equity | $318.8M | $459.2M | $522.3M |
| ROE | -31.4% | -29.1% | -32.1% |
| Per Share | |||
| EPS | - | $-1.45 | $-1.63 |
| Cash Flow | |||
| Operating CF | -$91.9M | -$109.0M | -$143.8M |
| CapEx | $5.7M | $1.3M | $256K |
Source: XBRL data in Edgewise Therapeutics, Inc. (EWTX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EWTX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $1.11B |
| Q1 2026 | 28 | $672.5M |
| Q4 2025 | 24 | $563.3M |
| Q3 2025 | 23 | $311.7M |
| Q2 2025 | 22 | $265.7M |
| Q1 2025 | 21 | $240.4M |
| Q4 2024 | 17 | $311.5M |
| Q3 2024 | 15 | $195.7M |
- FMR LLC (Fidelity)+4.47M (+440%)
- T. Rowe Price Group+747.1K (+1076%)
- Raymond James Financial+297.9K (+1514%)
- Prudential Financial+250.1K (+2359%)
- Bank of America Corp+230.9K (+17%)
- Morgan Stanley−297.4K (-13%)
- Dimensional Fund Advisors−80.0K (-7%)
- Goldman Sachs Group−30.4K (-5%)
- Invesco Ltd−17.5K (-13%)
- Franklin Resources−4.1K (-10%)
- Marex Group plc+6.3K
- Principal Financial Group+5.5K
- Millennium Management−342.9K
- Ameriprise Financial−200.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 178 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EWTX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Aug 6, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
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EWTX SEC filings: frequently asked questions
Are EWTX insiders buying or selling?
In the last 90 days, Edgewise Therapeutics, Inc. (EWTX) officers, directors and 10% owners reported no open-market purchases and 19 open-market sales worth $1.9 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EWTX stock?
As of June 30, 2026, the largest Edgewise Therapeutics, Inc. (EWTX) holders among the 13F filers tracked by SignalX were BlackRock ($268.4 million), FMR LLC (Fidelity) ($223.0 million), Vanguard Capital Management LLC ($156.9 million), Morgan Stanley ($79.2 million), State Street Corp ($74.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What are the main risks in EWTX's latest 10-K?
In the 10-K filed February 26, 2026, Edgewise Therapeutics, Inc. (EWTX) flagged: FDA and EMA regulatory approval risks; lengthy, unpredictable processes may delay product commercialization. Macroeconomic risk from U.S. banking sector disruptions; Silicon Valley Bank failure may limit capital market access. (AI summary of the Risk Factors section.)
What did EWTX report in its latest 8-K?
Edgewise Therapeutics, Inc. (EWTX) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). No fiscal-year 2026 operating results or financial metrics available for investor analysis.
What are the latest EWTX SEC filings?
Edgewise Therapeutics, Inc. (EWTX) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is EWTX's SEC CIK number?
Edgewise Therapeutics, Inc. (EWTX)'s SEC Central Index Key (CIK) is 1710072. EDGAR lists every EWTX filing under that number.
Ask anything about EWTX
The research agent reads EWTX's filings, financials, insider trades and 13F holders, then answers with sources.