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enGene Therapeutics

ENGN on Nasdaq. Market value $125m.

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Should I look at this?

We have not checked this company yet

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Who owns it

None of the long-term investors we follow own it. 56 funds in all.

Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

7 investors own more than 5%.

  • Perceptive Advisors LLC
    Passive investor
    at least 10.0%0.0 pts
    (filed with 2 related holders)
    Since 30 June 2026
  • BML Investment Partners, L.P.
    Passive investor
    9.9%+2.1 pts
    Since 12 May 2026
  • Raymond Debbane
    Passive investor
    at least 9.3%+1.5 pts
    (filed with 7 related holders)
    Since 30 June 2026
  • Anders Hove
    Passive investor
    at least 5.0%
    (filed with 4 related holders)
    Since 20 July 2026
  • Adage Capital Management, L.P.
    Passive investor
    at least 3.0%
    (filed with 2 related holders)
    Since 31 December 2024
  • at least 2.2%−7.6 pts
    (filed with 2 related holders)
    Since 31 December 2025
  • BVF PARTNERS L P/IL
    Passive investor
    at least 1.8%−4.1 pts
    (filed with 9 related holders)
    Since 27 January 2025
  • Sold down below 5%
    Since 30 June 2026
  • Deep Track Capital, LP
    Passive investor
    Sold down below 5%
    Since 30 June 2026
  • Venrock Healthcare Capital Partners III, L.P.
    Passive investor
    Sold down below 5%
    Since 30 June 2026
  • Sold down below 5%
    Since 31 March 2026
  • Foresite Capital Fund VI, L.P.
    Passive investor
    Sold down below 5%
    Since 30 September 2024

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $10,051 of shares on the open market.

  • Grossman William
    Interim Chief Medical Officer, Director
    Bought
    Date
    22 September 2026
    Shares
    5,102
    Price
    $1.97
    Value
    $10,051

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 22 Dec 2025, plus the 10-Q filed 8 Sep 2026 and 12 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.