Insider Trading March 27, 2026

Venrock Healthcare trims KalVista stake in $3.69M sale as Ekterly sales draw analyst attention

Multiple tranches sold March 25-26 leave Venrock entities with just over 5.08 million KALV shares amid mixed analyst targets and rising Ekterly uptake

By Caleb Monroe KALV
Venrock Healthcare trims KalVista stake in $3.69M sale as Ekterly sales draw analyst attention
KALV

Venrock Healthcare Capital Partners III and affiliated entities sold roughly $3.69 million of KalVista Pharmaceuticals (NASDAQ: KALV) stock across transactions on March 25 and March 26, 2026. The disposals were executed at prices between $16.95 and $19.12 per share. After the sales the group retains 5,089,354 shares. The stock is trading near its 52-week high, while third-party analysis flags the shares as overvalued versus Fair Value. Separately, KalVista reported FY2025 revenue tied to its oral on-demand treatment Ekterly and disclosed an increase in U.S. prescribing sites.

Key Points

  • Venrock Healthcare Capital Partners III and affiliated entities sold KalVista shares totaling approximately $3.69 million across March 25-26, 2026, at prices ranging from $16.95 to $19.12 per share.
  • After the sales the entities retain 5,089,354 shares; the filing specifies the corporate and managerial relationships among the Venrock entities and names Bong Koh and Nimish Shah as voting members.
  • KalVista reported FY2025 revenue of $49.1 million from Ekterly and an increase in U.S. prescribing sites to 1,702 as of February 28, 2026; several broker research firms updated or reiterated price targets and ratings in response to sales performance.

Venrock Healthcare Capital Partners III, L.P., together with related affiliated entities, disclosed the sale of KalVista Pharmaceuticals, Inc. (NASDAQ: KALV) shares totaling about $3.69 million across two days of transactions.

The sales occurred on March 25 and March 26, 2026. Prices received in the tranches ranged from $16.95 to $19.12 per share, while the stock has been trading near a 52-week high of $19.95 and was quoted at $19.33 at the time of reporting.


Breakdown of sales

  • March 25 - 174,485 shares sold at an average of $16.95 per share
  • March 25 - 160 shares sold at an average of $17.53 per share
  • March 26 - 21,386 shares sold at an average of $17.76 per share
  • March 26 - 15,417 shares sold at an average of $18.82 per share
  • March 26 - 3,183 shares sold at an average of $19.12 per share

Following these dispositions, the reporting entities continue to hold 5,089,354 shares of KalVista Pharmaceuticals, Inc.


Entities and management relationships

The shares are held across Venrock Healthcare Capital Partners III, L.P., VHCP Co-Investment Holdings III, LLC, and Venrock Healthcare Capital Partners EG, L.P. VHCP Management III, LLC serves as the general partner of Venrock Healthcare Capital Partners III, L.P. and acts as the manager of VHCP Co-Investment Holdings III, LLC. VHCP Management EG, LLC is the general partner of Venrock Healthcare Capital Partners EG, L.P. According to the filing, Bong Koh and Nimish Shah are the voting members of VHCP Management III, LLC and VHCP Management EG, LLC.


Market context and valuation signals

Third-party analysis cited in the disclosure notes that KalVista's shares appear overvalued relative to the analyst platform's Fair Value estimate. Over the past 12 months the stock has delivered a 56.65% total return. The analysis referenced is part of a broader research offering that includes additional Fair Value detail and Pro Research coverage across more than 1,400 U.S. equities.


Company results and commercial traction

Separately, KalVista reported fiscal year 2025 results showing global revenue of $49.1 million attributable to its oral on-demand treatment, Ekterly. The company also disclosed an expansion in U.S. prescribing sites - 1,702 as of February 28, 2026, compared with 1,318 at the end of 2025.

Several broker-dealers and research houses have published or updated ratings and price targets for KalVista in light of the sales performance for Ekterly and the company’s recent disclosures. Stifel raised its price target to $42 and maintained a Buy rating, citing robust demand for Ekterly. H.C. Wainwright reiterated a Buy with a $37 target, noting that Ekterly is reshaping treatment approaches for hereditary angioedema. Citizens lowered its price target to $28 while keeping a Market Outperform rating and observed that fourth-quarter results were consistent with prior announcements. Jefferies reaffirmed a Buy rating with a $38 price target and pointed to strong Ekterly sales. Leerink Partners maintained an Outperform rating with a $22 price target, indicating fourth-quarter sales aligned with earlier preannouncements.


Collectively, the filing details a measured reduction in a substantial institutional stake while leaving the reporting group as a major shareholder. The disclosure provides precise transaction-level data, current holdings, and the governance and management structure linking the reporting entities.

Risks

  • Valuation risk - a cited analysis indicates KALV appears overvalued relative to its Fair Value, which could impact investor sentiment in the markets sector.
  • Insider selling - the disclosed disposals by a large institutional holder may be interpreted by market participants and could add near-term trading pressure in the healthcare/biotech sector.
  • Analyst target dispersion - price targets and ratings among research firms vary materially, introducing uncertainty for investors assessing potential upside in the biotech and healthcare equities space.

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