IRD Opus Genetics, Inc.

NEUTRAL Impact: 4/10 S-3
Horizon weeks Filed Mar 13, 2026 Processed 3mo ago SEC 0001140361-26-009408
Shelf registration — potential dilution
Final — all horizons settled through T+60d
IRD ▼ -22.35% at T+60d
NEUTRAL call ✗ call lost -22.35% · α vs SPY -32.83% · entry $5.19 → $4.03
Currently $4.04 · -22.16% from $5.19 entry
Entry anchored
Mar 13, 03:59 PM ET
via Databento tick
T+1d
-7.51%
call -7.51% · α -7.79%
$4.80
settled 3mo ago
T+5d
-11.56%
call -11.56% · α -9.52%
$4.59
settled 3mo ago
T+20d
+6.94%
call +6.94% · α +3.16%
$5.55
settled 2mo ago
T+60d
-22.35%
call -22.35% · α -32.83%
$4.03
settled 4d ago

Price Chart

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Executive Summary

Opus Genetics filed an S-3 shelf registration to register 7,374,632 shares of common stock for resale by selling stockholders, representing shares issuable upon conversion of Series B Preferred Stock issued in a private placement. The company received $25 million in net proceeds from the private placement, which will be used for clinical programs and general corporate purposes. The registration satisfies a contractual obligation and does not raise new capital for the company.

Actionable Insight

Monitor for potential share sales by the selling stockholders, which could create downward pressure on the stock price. The $25 million in funding provides runway for clinical development, but watch for future dilutive offerings if additional capital is needed.

Key Facts

  • S-3 filing registers 7,374,632 shares for resale by selling stockholders
  • Shares are issuable upon conversion of Series B Preferred Stock from a private placement
  • Company received $25 million in net proceeds from the private placement
  • Proceeds will be used to advance gene therapy clinical programs and for working capital
  • Company will not receive any proceeds from the resale of shares by selling stockholders
  • Registration satisfies a contractual obligation under a registration rights agreement

Financial Impact

The registration itself has no direct financial impact as the company won't receive proceeds from share resales. However, the $25 million from the private placement provides funding for clinical programs.

cashdilution

Risk Factors

  • Potential share price pressure from resale of registered shares
  • Future dilution if additional capital is raised through equity offerings
  • Clinical trial risks for gene therapy programs

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
S-3 Filing (Primary)0001140361-26-009408
Document: ny20067725x1_ex107.htm0001140361-26-009408
Document: ny20067725x1_ex23-1.htm0001140361-26-009408
Document: 0001140361-26-009408-index-headers.html0001140361-26-009408
Document: 0001140361-26-009408-index.html0001140361-26-009408
Document: 0001140361-26-009408.txt0001140361-26-009408
CONTEXT: 10-Q (2025-11-12)0001140361-25-041547
12 reports for IRD
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for IRD — sortable, filterable
Type Now
Jun 5, 2026
7d ago
S-3
BEARISH ★ 5/10
$4.61 awaiting T+5awaiting T+5$4.04 (+12.36%)
May 12, 2026
4w ago
8-K
MIXED ★ 5/10
$5.18 $4.44▼ −14.29%▼ −14.36%$4.04 (−22.01%)
May 12, 2026
4w ago
Press Release
BEARISH ★ 7/10
$5.18 $4.44▲ +14.29%▲ +14.36%$4.04 (+22.01%)
May 7, 2026
5w ago
Press Release
BULLISH ★ 6/10
$4.99 $4.97▼ −0.40%▼ −1.86%$4.04 (−19.04%)
Apr 24, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$5.12 $5.22▲ +1.95%▲ +1.55%$4.04 (−21.09%)
Apr 23, 2026
7w ago
EFFECT
NEUTRAL ★ 4/10
$5.21 $4.67▼ −10.36%▼ −11.84%$4.04 (−22.46%)
Apr 23, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$5.21 $4.67▼ −10.36%▼ −11.84%$4.04 (−22.46%)
Apr 10, 2026
9w ago
Press Release
NEUTRAL ★ 4/10
$5.36 $5.75▲ +7.28%▲ +2.77%$4.04 (−24.63%)
Apr 7, 2026
9w ago
8-K
NEUTRAL ★ 3/10
$4.92 $5.55▲ +12.80%▲ +7.48%$4.04 (−17.89%)
Mar 16, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$5.19 $4.59▼ −11.56%▼ −9.52%$4.04 (−22.16%)
Showing 10 of 12

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