KPTI Karyopharm Therapeutics Inc.
Price Chart
Executive Summary
Six KPTI insiders, including the CEO and other C-suite executives, sold a total of $35K in shares on May 14, 2026, the same day as the Q1 earnings release. The sales are minimal in size (0.019% of market cap) and likely routine post-earnings transactions. Three directors received non-cash stock grants on May 21. The sales do not signal bearish sentiment given their trivial value, but the company faces significant going-concern risk and potential dilution from a $400M shelf registration.
Key Financial Metrics
Actionable Insight
The insider sales are too small to be informative. Focus on the $400M shelf registration and going-concern risk: KPTI must raise capital by late Q3 2026, which will likely cause severe dilution. Monitor for any ATM debuts or equity offering announcements.
Key Facts
- Six C-suite insiders sold a total of $35K in shares on May 14, 2026, all at $9.50/share.
- Three directors received grants of 15,508 shares each on May 21, 2026, at $0 (non-cash).
- Total insider sales represent 0.019% of KPTI's $185M market cap — well below materiality threshold.
- Q1 2026 revenue was $35.1M (up 17% YoY), net loss $22.4M, beat consensus EPS of -$1.44 by 29%.
- Phase 3 SENTRY myelofibrosis trial missed second co-primary endpoint; $400M shelf registration filed.
- Cash runway extends only into late Q3 2026, creating acute financing risk.
Financial Impact
Insider sales of $35K are immaterial; the shelf registration of $400M (216% of market cap) is the key risk.
Risk Factors
- Potential massive dilution from the $400M shelf registration relative to $185M market cap.
- Going concern with cash runway only to late Q3 2026.
- Phase 3 SENTRY trial failure limits pipeline upside.
- Insider sales, while small, occur amid high uncertainty.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-KPTI-1779826471396 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 15, 2026
5w ago
|
Insider Cluster
| $7.14 $9.10 | ▲ +27.45% | ▲ +25.87% | $9.02 (+26.33%) |
|
May 15, 2026
5w ago
|
Insider Cluster
| $7.14 $9.10 | ▲ +27.45% | ▲ +25.87% | $9.02 (+26.33%) |
|
May 15, 2026
5w ago
|
Insider Cluster
| $7.14 $9.10 | ▼ −27.45% | ▼ −25.87% | $9.02 (−26.33%) |
|
May 15, 2026
5w ago
|
Insider Cluster
| $7.14 $9.10 | ▲ +27.45% | ▲ +25.87% | $9.02 (+26.33%) |
|
May 15, 2026
5w ago
|
Insider Cluster
| $7.14 $9.10 | ▼ −27.45% | ▼ −25.87% | $9.02 (−26.33%) |
|
May 15, 2026
5w ago
|
EFFECT
| $7.67 $9.64 | ▼ −25.68% | ▼ −23.57% | $9.02 (−17.60%) |
|
May 14, 2026
5w ago
|
8-K
| $8.90 $9.50 | ▲ +6.74% | ▲ +7.60% | $9.02 (+1.35%) |
|
May 4, 2026
6w ago
|
S-3
| $9.41 $9.23 | ▼ −1.91% | ▼ −6.87% | $9.02 (−4.14%) |
|
May 4, 2026
6w ago
|
S-3
| $9.41 $9.23 | ▲ +1.91% | ▲ +6.87% | $9.02 (+4.14%) |
|
Mar 3, 2026
15w ago
|
8-K
| $9.13 $5.57 | ▲ +38.99% | ▲ +34.59% | $9.02 (+1.20%) |
US Market Status
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