Insider Trading February 25, 2026

Scholar Rock CSO Disposes of $399K in SRRK Stock Amid Pipeline and Regulatory Updates

Mo Qatanani sold 8,484 shares on Feb. 23 as the stock trades near a one-year high; company faces FDA warning to manufacturing partner while analysts update outlooks

By Caleb Monroe SRRK
Scholar Rock CSO Disposes of $399K in SRRK Stock Amid Pipeline and Regulatory Updates
SRRK

Mo Qatanani, Chief Scientific Officer at Scholar Rock Holding Corp (SRRK), sold 8,484 shares of common stock on February 23, 2026, for roughly $399,350 across three transactions. The sales occurred as the stock traded close to its 52-week peak, while the company navigates regulatory follow-up with the FDA for a manufacturing partner and receives varied analyst interest in its lead candidate, apitegromab.

Key Points

  • Scholar Rock CSO Mo Qatanani sold 8,484 shares on Feb. 23, 2026, for about $399,350 across three transactions with prices ranging from $46.52 to $48.66.
  • The stock is trading near its 52-week high of $49.82 after a 41% gain over the past six months; external analysis lists SRRK as appearing overvalued and notes seven analyst downward earnings revisions.
  • Analyst activity includes H.C. Wainwright raising its price target to $58 (Buy), UBS initiating coverage with a $60 target (Buy), and Cantor Fitzgerald reiterating an Overweight rating; the company plans a potential U.S. launch of apitegromab in 2026 pending regulatory approval.

Mo Qatanani, Scholar Rock Holding Corp's Chief Scientific Officer, disposed of 8,484 shares of the company's common stock on February 23, 2026, realizing approximately $399,350 in proceeds.

The share sales were carried out in three separate trades. Executed prices ranged from $46.52 to $48.66 per share. In detail, 7,427 shares were sold at a weighted average price of $46.9422, 857 shares at a weighted average price of $47.8588, and 200 shares at a weighted average price of $48.48.

These transactions took place while Scholar Rock's stock traded close to its 52-week high of $49.82, following a 41% gain over the prior six months.

After completing these sales, Qatanani is recorded as directly holding 98,445 restricted stock units (RSUs) in Scholar Rock.


Market context and analyst coverage

Third-party platform analysis cited in company reporting identifies Scholar Rock as appearing overvalued at its current price and places the stock on a "Most Overvalued" list. That same analysis notes that seven analysts have revised their earnings estimates downward for the coming period. The platform also points to additional insights available to subscribers, including a comprehensive Pro Research Report covering Scholar Rock and more than 1,400 U.S. equities.

Several equity research actions and coverage moves have accompanied recent company developments. H.C. Wainwright increased its price target for Scholar Rock to $58 from $44 while maintaining a Buy rating, citing favorable commentary from key opinion leaders in neurology about the company's drug candidate apitegromab. UBS initiated coverage with a Buy rating and set a $60 price target, highlighting the potential of Scholar Rock's development pipeline, and Cantor Fitzgerald reiterated an Overweight rating and expressed confidence in the approval prospects for apitegromab in spinal muscular atrophy.


Regulatory and manufacturing update

Scholar Rock disclosed that its manufacturing partner, Catalent Indiana, received a warning letter from the U.S. Food and Drug Administration. Despite the warning letter to the contract manufacturer, Scholar Rock remains optimistic about resubmitting its biologics license application for apitegromab and plans for a U.S. launch in 2026, contingent on regulatory approval. The company is working with the FDA to address the issues cited in the letter.

Combined, the insider sale, the platform valuation signals, analyst coverage changes, and the manufacturing partner's regulatory interaction provide investors with a set of concrete updates on Scholar Rock's financial positioning and development pathway for its lead candidate.


Summary of the transaction

  • Insider: Mo Qatanani, Chief Scientific Officer
  • Date of sale: February 23, 2026
  • Total shares sold: 8,484
  • Proceeds: Approximately $399,350
  • Price range: $46.52 - $48.66
  • Remaining direct holdings: 98,445 RSUs

Risks

  • Regulatory risk: Catalent Indiana, Scholar Rock's manufacturing partner, received a warning letter from the FDA; this could affect timelines tied to the biologics license application and the planned 2026 U.S. launch (impacts biotech and pharmaceutical sectors).
  • Valuation and analyst uncertainty: External analysis identifies the stock as appearing overvalued and reports that seven analysts have revised earnings estimates downward, creating uncertainty for investors evaluating prospective returns (impacts equity markets and biotech investors).

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