Insider Trading January 26, 2026

Madrigal CCO Disposes $449K in Stock as Company Posts Strong Drug Launch and Pipeline Moves

Carole Huntsman sold 910 shares in two transactions tied to tax withholding and a Rule 10b5-1 plan; Madrigal continues to report robust Rezdiffra uptake and adds an in-licensed asset from Pfizer

By Leila Farooq MDGL
Madrigal CCO Disposes $449K in Stock as Company Posts Strong Drug Launch and Pipeline Moves
MDGL

Carole Huntsman, Chief Commercial Officer of Madrigal Pharmaceuticals (MDGL), sold 910 shares of common stock on January 26, 2026, across two transactions totaling $449,338. One sale was automatic to satisfy tax withholdings tied to restricted stock unit vesting; the other occurred under a pre-arranged Rule 10b5-1 plan. The company, with an $11.3 billion market capitalization, is trading below its Fair Value per InvestingPro despite a bullish 1.38 consensus recommendation. Madrigal reported that its Rezdiffra therapy surpassed $1 billion in annualized sales by the third quarter of 2025 and reached 29,500 patients and more than 10,000 prescribers. The company also struck an exclusive global license with Pfizer for ervogastat, a clinical-stage oral DGAT-2 inhibitor for MASH, prompting mixed analyst reactions on price targets and ratings.

Key Points

  • Carole Huntsman sold 910 shares of Madrigal on January 26, 2026, through two transactions totaling $449,338.
  • One sale of 340 shares at $492.42 covered tax withholding for RSU vesting and was automatic; the other 570-share sale at $494.59 was executed under a Rule 10b5-1 plan adopted on November 5, 2024.
  • Madrigal reported Rezdiffra surpassed $1 billion in annualized sales by Q3 2025 with 29,500 patients and over 10,000 prescribers; the company also licensed ervogastat from Pfizer, prompting mixed analyst reactions.

Carole Huntsman, the chief commercial officer at Madrigal Pharmaceuticals (NASDAQ: MDGL), effected the sale of 910 shares of the company’s common stock on January 26, 2026. The trades were split into two separate transactions executed at different prices and for distinct reported reasons.

The first disposition consisted of 340 shares sold at $492.42 per share, producing proceeds of $167,422. A footnote in the company’s related SEC filing indicates that this sale was automatic and intended to cover tax withholding obligations associated with the vesting of restricted stock units.

The second transaction involved 570 shares sold at $494.59 per share, generating $281,916. Madrigal’s filing states this sale was carried out under a pre-established Rule 10b5-1 trading plan that Huntsman adopted on November 5, 2024.

Combined, the two transactions totaled $449,338. Following these sales, Huntsman is listed as directly owning 9,122 shares of Madrigal common stock.


On a company level, Madrigal carries a market capitalization of $11.3 billion. InvestingPro’s analysis indicates the stock is trading below its Fair Value, even as analysts collectively maintain a bullish stance reflected in a 1.38 consensus recommendation.

Madrigal has also been active on the commercial and pipeline fronts. The company reported that its liver-targeted therapy Rezdiffra achieved more than $1 billion in annualized sales by the third quarter of 2025. The company reported Rezdiffra has reached approximately 29,500 patients and engaged in excess of 10,000 prescribers, metrics the company said place the product among the most successful specialty drug launches of the past decade.

Separately, Madrigal entered an exclusive global license agreement with Pfizer for ervogastat, a clinical-stage oral DGAT-2 inhibitor being developed to address metabolic-associated steatohepatitis (MASH). The in-license is intended to strengthen the company’s MASH pipeline.

Analyst reaction to Madrigal’s commercial progress and the Pfizer deal has been varied:

  • Truist Securities reiterated a Buy rating on Madrigal and set a price target of $640, describing the in-licensed asset as a potential bolster to the pipeline.
  • Citizens raised its price target to $745 while maintaining a Market Outperform rating, citing the strong launch performance of Rezdiffra.
  • Wolfe Research downgraded the stock from Outperform to Peerperform, pointing to valuation concerns and the strength of competitor Inventiva’s patent position, and set a fair value of $572 per share.
  • Goldman Sachs maintained a Buy rating with a price target of $571, reflecting confidence in the company’s ongoing performance.

The transactions by Huntsman and the company-level developments together present a snapshot of executive liquidity activity alongside commercial execution and pipeline expansion. The SEC filing details for the insider dispositions note the tax-related automatic sale and the previously adopted Rule 10b5-1 plan as the mechanisms for the trades.

Investors and market observers will likely weigh the insider sale data against the company’s recent revenue milestones for Rezdiffra and the strategic licensing step for ervogastat when assessing Madrigal’s near-term trajectory. At the time of the filing, the company’s reported share ownership for Huntsman and the analyst ratings provide context for how market participants and sell-side analysts are positioned around the stock.

Risks

  • Insider sales could be interpreted by some market participants as liquidity events, though the filing attributes one sale to tax withholding and the other to a pre-arranged plan - this affects investor perception in the biotech equity market.
  • Valuation concerns cited by Wolfe Research and competitor patent strength (Inventiva) introduce uncertainty around fair value and competitive dynamics within the MASH and specialty liver therapy markets.
  • Analyst estimates and price targets vary materially across firms, indicating divergent views on Madrigal’s near-term and long-term prospects which can increase share price volatility in the healthcare sector.

More from Insider Trading

Mentor Capital CEO Makes Small Direct Purchases; Audit Firm Change Announced Feb 2, 2026 RENN Fund President Murray Stahl Purchases 1,154 Shares Valued at $2,971 Feb 2, 2026 Graco Director Disposes $1.25M in Stock After Exercising Options; Q4 Results Align with Expectations Feb 2, 2026 Graco Global Industrial President Sells $777k in Stock; Company Reports Quarter Inline With Expectations Feb 2, 2026 Timberland Bancorp Director Sells Stock and Exercises Options Amid Board and Executive Changes Feb 2, 2026