Scholar Rock Holding Corp. (SRRK)

In October 2025, the stock experienced a notable drop of over 13% due to the FDA's rejection of the company's BLA for apitegromab, citing manufacturing issues. In November 2025, SRRK stock soared by 22.78% following its Q3 2025 earnings report, driven by a constructive meeting with the FDA regarding its SMA program. In December 2025, news emerged that an investor walked away, and the stock was still down 40% from its 2021 highs. Over the last six months, insiders have engaged in both purchases and sales, with a significant insider purchase by a director in October 2025, but overall insider selling has exceeded buying. Several firms initiated or maintained Buy or Overweight ratings on SRRK stock in the latter half of 2025 and early 2026.

Demand for Scholar Rock's products and services is unlikely to exhibit typical seasonal patterns, as it is primarily driven by disease prevalence, unmet medical needs, and the efficacy and approval of its drug candidates.

Scholar Rock Holding Corp. is a clinical-stage biopharmaceutical company focused on discovering and developing innovative medicines for serious diseases, operating within the Health Care sector and Biotechnology industry. The company targets the molecular mechanisms of growth factors in the extracellular matrix to develop novel protein therapeutics, utilizing a proprietary platform to discover and develop monoclonal antibodies that selectively modulate growth factor signaling. Its pipeline includes Apitegromab for SMA, SRK-181 for cancers resistant to anti-PD-(L)1 antibody therapies, SRK-439 for obesity and cardiometabolic disorders, and preclinical programs targeting fibrotic diseases.

Scholar Rock Holding Corp. is headquartered in Cambridge, Massachusetts, United States, and has a strategic priority for global expansion, with anticipated U.S. and European approval and launches for apitegromab in 2026.

Scholar Rock's brand reputation has been influenced by both positive clinical developments and regulatory challenges. The FDA's rejection of the apitegromab BLA in October 2025 due to manufacturing issues negatively impacted its reputation, while the subsequent constructive meeting with the FDA in November 2025 and proactive steps to address the issues helped to mitigate some concerns. Consistent Buy or Overweight ratings from analysts also suggest a generally positive outlook on the company's long-term prospects.

Scholar Rock Holding Corp. has significant institutional ownership, with 516 institutional owners holding a total of 129,130,737 shares, representing nearly 116% of the float. Major institutional owners include Fmr Llc, Siren, L.L.C., Price T Rowe Associates Inc /md/, BlackRock, Inc., Samsara BioCapital, LLC, Vanguard Group Inc, Wellington Management Group Llp, Redmile Group, LLC, State Street Corp, Invus Public Equities, L.P., and Artal Group S.A. Key individual insiders with significant holdings include Srinivas Akkaraju, Siren LLC, Invus Public Equities LP, Samsara Biocapital GP LLC, and Kristina Burow.