Insider Trading February 18, 2026

Director’s Spouse Sells $15,478 of Solid Biosciences Stock as Company Advances Clinical Programs

Sale to cover tax withholding follows RSU conversion; Solid Biosciences reports FDA alignment on Phase 3 Duchenne trial and news on multiple gene therapy programs

By Avery Klein SLDB
Director’s Spouse Sells $15,478 of Solid Biosciences Stock as Company Advances Clinical Programs
SLDB

A director of Solid Biosciences saw his wife sell 2,658 shares of the company's common stock on February 18, 2026, at a weighted average price of $5.8233, raising $15,478 to satisfy withholding tax obligations tied to vested restricted stock units. The action follows a February 13 conversion of 4,861 RSUs into shares and comes as the company moves forward with several clinical-stage gene therapy programs and prepares for an earnings report on March 6, 2026.

Key Points

  • Insider transaction: 2,658 shares sold on February 18, 2026 at a $5.8233 weighted average price to cover withholding taxes from vested restricted stock units.
  • Clinical progress: FDA alignment achieved for Phase 3 IMPACT DUCHENNE design for SGT-003; 33 participants dosed in the Phase 1/2 INSPIRE trial; SGT-212 received Orphan Drug designation and first Phase 1b participant dosed.
  • Financial signals: Share price near InvestingPro Fair Value at $5.92; company market value around $460 million; strong current ratio of 6.74 but rapid cash burn and no profitability over the last twelve months.

Transaction details

On February 18, 2026, Ms. Ganot, the wife of Solid Biosciences director Ilan Ganot, sold 2,658 shares of Solid Biosciences (NASDAQ: SLDB). The shares were disposed of at a weighted average price of $5.8233, producing total proceeds of $15,478. Traded prices for the shares in that transaction ranged from $5.23 to $6.14. According to reporting, the sale was executed to meet withholding tax obligations arising from the vesting of previously granted restricted stock units.

Prior RSU conversion

Five days earlier, on February 13, Ms. Ganot converted restricted stock units into 4,861 shares of Solid Biosciences common stock. The conversion and the subsequent sale to cover taxes are recorded as separate insider-related events associated with the director's immediate family.

Market context and valuation

Solid Biosciences shares are trading at $5.92, which the report notes is close to its InvestingPro Fair Value assessment. Over the prior week the stock had declined 2.63%. The company is currently valued at approximately $460 million, and the next scheduled quarterly earnings report is due on March 6, 2026.

Balance sheet and profitability

InvestingPro data cited in the report indicates Solid Biosciences carries more cash than debt and posts a current ratio of 6.74. At the same time, that same data points to rapid cash consumption and shows the company was not profitable over the last twelve months. The article notes investors can obtain Solid Biosciences' comprehensive Pro Research Report, along with detailed analysis of more than 1,400 U.S. equities, via an InvestingPro subscription.

Clinical and regulatory progress

On the clinical front, Solid Biosciences reported alignment with the U.S. Food and Drug Administration on the design of its Phase 3 IMPACT DUCHENNE study for SGT-003. The planned trial will be randomized, double-blind and placebo-controlled, enrolling ambulant children aged 7 to under 12 years. The primary endpoint is defined as change in Time to Rise velocity at 18 months.

Separately, the company has dosed 33 participants in its Phase 1/2 INSPIRE DUCHENNE trial; the therapy has been generally well tolerated with no significant adverse events reported in that study. The company also announced that investigational gene therapy SGT-212 received Orphan Drug designation from the FDA for treatment of Friedreich's ataxia, and the first participant in the Phase 1b FALCON clinical trial for SGT-212 - targeting adults with Friedreich's ataxia and cardiac hypertrophy - has been dosed.

Analyst coverage

On the analyst side, Citizens has reiterated a Market Outperform rating for Solid Biosciences and maintained a $15.00 price target, a position the report ties to the company's successful regulatory alignment on the Phase 3 trial design.


What this means for investors

The insider sale reported was explicitly described as a tax-withholding transaction tied to vested awards rather than an open-market sale for investment reasons. The broader company context in the report highlights active clinical-stage programs with recent regulatory alignment and dosing milestones, while balance-sheet metrics point to sizable liquidity today but ongoing cash consumption and a lack of trailing twelve-month profitability. The combination of near-term financial reporting, continued clinical progress, and analyst coverage are presented as current reference points for market participants.

Risks

  • Cash consumption and lack of trailing twelve-month profitability indicate funding and execution risks for the biotech - this primarily impacts the healthcare and capital markets sectors.
  • An upcoming earnings report on March 6, 2026 could introduce volatility given the company’s cash-burn profile and clinical spending - this affects equity market participants and biotech investors.
  • Clinical-development uncertainty remains inherent in the program updates; while the company reports regulatory alignment and dosing milestones, ultimate trial outcomes are not guaranteed and could influence valuation in the biotech sector.

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