SUVRETTA CAPITAL MANAGEMENT, LLC 4
4 · Veradermics, Inc · Filed Feb 9, 2026
Research Summary
AI-generated summary of this filing
Veradermics (MANE) 10% Owner Suvretta Capital Buys Stock
What Happened
- Suvretta Capital Management, LLC (reported as a 10% owner) made a series of purchases in Veradermics, Inc. (MANE) across Feb 4–6, 2026.
- The filers report acquiring a total of 282,674 shares at prices ranging from $34.25 to $39.80, for aggregate consideration of approximately $10.54 million. Individual trades include multiple lots (examples: 53,344 shares @ $37.11 = $1,979,596; 38,771 shares @ $37.63 = $1,458,953; 25,908 shares @ $38.09 = $986,836).
- These were purchases (transaction code P), which are generally a buying/accumulation signal rather than a disposition.
Key Details
- Transaction dates: Feb 4, 2026; Feb 5, 2026; Feb 6, 2026. Price range: $34.25–$39.80. Total shares: 282,674. Total spent: ≈ $10,542,477.
- Transaction type: P = Purchase (open market or private purchase as reported).
- Shares owned after transaction: Not specified in the data you provided — check the full Form 4 for post-transaction beneficial ownership amounts.
- Footnotes: Multiple footnotes reference Exhibit 99.1 for explanations; Exhibit 99.2 contains joint filer information and Exhibit 99.3 contains joint filers' signatures.
- Filing timing: Form filed on Feb 9, 2026 for trades dated Feb 4–6. Section 16 filers typically must report within two business days; this filing date appears later than that window — check the full filing for any explanation (Exhibit 99.1).
Context
- This filing reports activity by a 10% institutional owner, not a company executive — institutional buys are informative but do not reveal insider views on operations.
- All reported transactions were purchases (not exercises, awards, gifts, or sales). For retail investors, repeated purchases by a major holder can indicate accumulation, but it’s one data point among many; review company fundamentals and broader insider activity before drawing conclusions.
Insider Transaction Report
Form 4
Veradermics, IncMANE
SUVRETTA CAPITAL MANAGEMENT, LLC
Director10% Owner
Transactions
- Purchase
Common stock, par value $0.00001 per share
[F2][F1]2026-02-04$34.25/sh+10,004$342,637→ 3,525,462 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F3][F1]2026-02-04$34.74/sh+10,676$370,884→ 3,536,138 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F4][F1]2026-02-04$36.27/sh+14,659$531,682→ 3,550,797 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F5][F1]2026-02-04$37.11/sh+53,344$1,979,596→ 3,604,141 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F6][F1]2026-02-04$38.09/sh+25,908$986,836→ 3,630,049 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F7][F1]2026-02-04$38.90/sh+18,489$719,222→ 3,648,538 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F8][F1]2026-02-04$34.25/sh+1,720$58,910→ 372,579 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F9][F1]2026-02-04$34.74/sh+1,835$63,748→ 374,414 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F10][F1]2026-02-04$36.27/sh+2,519$91,364→ 376,933 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F11][F1]2026-02-04$37.11/sh+9,168$340,224→ 386,101 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F12][F1]2026-02-04$38.09/sh+4,453$169,615→ 390,554 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F13][F1]2026-02-04$38.90/sh+3,178$123,624→ 393,732 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F14][F1]2026-02-05$36.07/sh+3,832$138,220→ 397,564 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F15][F1]2026-02-05$36.93/sh+19,199$709,019→ 416,763 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F16][F1]2026-02-05$37.63/sh+38,771$1,458,953→ 455,534 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F17][F1]2026-02-05$38.67/sh+17,835$689,679→ 473,369 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F18][F1]2026-02-05$39.80/sh+16,563$659,207→ 489,932 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F19][F1]2026-02-06$35.97/sh+11,183$402,253→ 501,115 total(indirect: See footnotes) - Purchase
Common stock, par value $0.00001 per share
[F20][F1]2026-02-06$36.55/sh+19,338$706,804→ 520,453 total(indirect: See footnotes)
Footnotes (20)
- [F1]Notes are included on Exhibit 99.1.
- [F10]Notes are included on Exhibit 99.1.
- [F11]Notes are included on Exhibit 99.1.
- [F12]Notes are included on Exhibit 99.1.
- [F13]Notes are included on Exhibit 99.1.
- [F14]Notes are included on Exhibit 99.1.
- [F15]Notes are included on Exhibit 99.1.
- [F16]Notes are included on Exhibit 99.1.
- [F17]Notes are included on Exhibit 99.1.
- [F18]Notes are included on Exhibit 99.1.
- [F19]Notes are included on Exhibit 99.1.
- [F2]Notes are included on Exhibit 99.1.
- [F20]Notes are included on Exhibit 99.1.
- [F3]Notes are included on Exhibit 99.1.
- [F4]Notes are included on Exhibit 99.1.
- [F5]Notes are included on Exhibit 99.1.
- [F6]Notes are included on Exhibit 99.1.
- [F7]Notes are included on Exhibit 99.1.
- [F8]Notes are included on Exhibit 99.1.
- [F9]Notes are included on Exhibit 99.1.
Signature
Suvretta Capital Management, LLC; By: /s/ Andrew Nathanson, General Counsel & Chief Compliance Officer|2026-02-09