AVLN Avalyn Pharma Inc.

NEUTRAL Impact: 3/10 3
Horizon days Filed Apr 30, 2026 Processed 1mo ago SEC 0001388325-26-000017
Form 3 — initial insider ownership statement
Latest settled — T+20d ⚠ clustered
AVLN ▼ -2.41% at T+20d
NEUTRAL call ✗ call lost -2.41% · α vs SPY -7.63% · entry $29.49 → $28.78
Next anchor: T+60d in 6w
Last close $30.08 (close Jun 12) · +2.00% from $29.49 entry
Entry anchored
Apr 29, 2026
via day open
T+1d
+1.19%
call +1.19% · α +0.97%
$29.84
settled 7w ago
T+5d
-8.68%
call -8.68% · α -10.41%
$26.93
settled 6w ago
T+20d
-2.41%
call -2.41% · α -7.63%
$28.78
settled 18d ago
T+60d
call — · α —
in 6w

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Executive Summary

Novo Holdings A/S filed a Form 3 initial statement of beneficial ownership, disclosing ownership of convertible preferred shares in Avalyn Pharma Inc. (AVLN). The filing indicates Novo Holdings holds convertible preferred stock (Series A, B, C-1, C-2, D) that converts into 935,466 + 103,232 + 1,345,997 + 290,390 + 652,649 = 3,327,734 shares of voting common stock on a 1-for-19.2417 basis, with automatic conversion upon IPO. This is a routine insider ownership disclosure with no immediate trading implications.

Actionable Insight

This is a routine insider ownership filing with no trading activity. Monitor for any subsequent Form 4 filings that would indicate actual share transactions by Novo Holdings. The IPO conversion trigger is a key catalyst to watch.

Key Facts

  • Novo Holdings A/S filed Form 3 as an initial beneficial ownership report for Avalyn Pharma Inc.
  • Novo Holdings holds convertible preferred stock: Series A (935,466 common), Series B (103,232 common), Series C-1 (1,345,997 common), Series C-2 (290,390 common), Series D (652,649 common).
  • Total common shares upon conversion: 3,327,734 shares.
  • Conversion ratio is 1 preferred share to 19.2417 common shares, with automatic conversion upon IPO.
  • Filing date: April 29, 2026.

Financial Impact

No financial figures disclosed beyond share counts. No dollar amounts reported.

Risk Factors

  • No immediate market risk from this filing; it is purely informational.
  • Future insider selling by Novo Holdings post-IPO could pressure the stock.

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
3 Filing (Primary)0001388325-26-000017
Document: 0001388325-26-000017-index.html0001388325-26-000017
Document: 0001388325-26-000017.txt0001388325-26-000017
11 reports for AVLN
Performance horizon

Track record builds as more directional reports settle.

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Reports for AVLN — sortable, filterable
Type Now
Jun 3, 2026
11d ago
8-K
NEUTRAL ★ 4/10
$26.40 $26.99▲ +2.23%▲ +1.84%$30.08 (+13.94%)
May 5, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$27.71 $27.71· 0.00%▲ +0.33%$30.08 (+8.55%)
May 1, 2026
6w ago
Insider Cluster
BULLISH ★ 7/10
$29.84 $29.07▼ −2.58%▼ −2.24%$30.08 (+0.80%)
May 1, 2026
6w ago
Insider Cluster
BULLISH ★ 7/10
$29.84 $29.07▼ −2.58%▼ −2.24%$30.08 (+0.80%)
Apr 30, 2026
6w ago
424B4
NEUTRAL ★ 6/10
$29.84 $29.07▼ −2.58%▼ −2.24%$30.08 (+0.80%)
Apr 30, 2026
6w ago
Press Release
NEUTRAL ★ 6/10
$29.49 $29.84▲ +1.19%▲ +0.97%$30.08 (+2.00%)
Apr 30, 2026
6w ago
3
NEUTRAL ★ 3/10
$29.49 $29.84▲ +1.19%▲ +0.97%$30.08 (+2.00%)
Apr 30, 2026
6w ago
3
NEUTRAL ★ 2/10
$29.49 $29.84▲ +1.19%▲ +0.97%$30.08 (+2.00%)
Apr 29, 2026
6w ago
3
NEUTRAL ★ 2/10
$29.49 $29.84▲ +1.19%▲ +0.97%$30.08 (+2.00%)
Apr 29, 2026
6w ago
S-1/A
NEUTRAL ★ 5/10
awaiting T+1
Showing 10 of 11

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