PTGX — Protagonist Therapeutics, Inc. Stock Price, Chart & AI Report

Neutral Feb 25, 2026 • 20:28 UTC The Motley Fool • Jonathan Ponciano

Protagonist Stock Up 120%, but One Fund Just Revealed a $170 Million Exit

Hedge fund BVF fully exited its position in Protagonist Therapeutics (PTGX), selling 2.56 million shares worth $170.12 million. Despite the stock rallying 120% over the past year, the fund's exit reflects a disciplined capital rotation strategy following the company's New Drug Application submission for rusfertide in polycythemia vera, marking a shift from clinical-stage risk to regulatory execution risk.

PTGX KYMR RVMD RVMDW biotech exit hedge fund liquidation Protagonist Therapeutics NDA submission

Sentiment note

While the stock has appreciated 120% and achieved a significant regulatory milestone with NDA submission for rusfertide, the major hedge fund exit suggests the risk-reward profile has shifted. The exit reflects profit-taking after a major milestone rather than fundamental weakness, but signals that the binary clinical risk has been replaced by regulatory and commercial execution risk.

Neutral Oct 23, 2025 • 18:25 UTC The Motley Fool • Adam Palasciano

Moody Aldrich Dumps Entire Stake in Chart Industries Worth $5.8 Million

Moody Aldrich Partners LLC completely sold its entire 35,228 share position in Chart Industries, valued at approximately $5.8 million, reducing its reportable assets to zero in Q3 2025.

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Sentiment note

Mentioned as a top holding with $9.5 million investment, no specific performance details provided

Neutral Oct 21, 2025 • 21:03 UTC The Motley Fool • Adam Palasciano

Moody Aldrich Liquidates Entire Stake in PLMR Worth $8.2 Million

Moody Aldrich Partners LLC completely sold its entire 53,211 share position in Palomar Holdings for an estimated $8.21 million during Q3 2025, reducing its stake to zero, likely as part of routine portfolio rebalancing.

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Sentiment note

Mentioned as a top holding with $9.5 million position, no specific performance details provided

Neutral Oct 15, 2025 • 09:20 UTC The Motley Fool • Matt Dilallo

This 2.7%-Yielding Dividend King Remains One of the Healthiest Income Stocks You Can Buy

Johnson & Johnson demonstrated strong financial health in Q3, with 7% sales growth, $14.2 billion in free cash flow, and plans to separate its orthopedics business to focus on six priority growth areas. The company remains committed to dividend growth and oncology investments.

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Sentiment note

Potentially being considered for acquisition by Johnson & Johnson

Neutral Oct 14, 2025 • 12:51 UTC Benzinga • Vandana Singh

Johnson & Johnson To Separate Orthopedics Business, Boosts Annual Sales Outlook

Johnson & Johnson reported strong Q3 2025 earnings, beating consensus estimates, and announced plans to separate its Orthopedics business into a standalone entity called DePuy Synthes within 18-24 months, targeting increased top-line growth and operating margins.

JNJ PTGX earnings orthopedics separation medtech pharmaceutical

Sentiment note

Mentioned as potentially being in acquisition talks with Johnson & Johnson, with no definitive details provided

Neutral Oct 13, 2025 • 14:30 UTC Benzinga • Vandana Singh

FDA Adds New Warning For Johnson & Johnson's Cancer Cell Therapy

The FDA updated safety labeling for Johnson & Johnson's Carvykti cancer cell therapy, adding a warning about immune effector cell-associated enterocolitis, a serious complication with potential fatal outcomes. Despite the warning, regulators affirmed the therapy's benefits continue to outweigh its risks.

JNJ PTGX FDA cancer cell therapy Carvykti safety warning multiple myeloma

Sentiment note

Mentioned as potentially being in acquisition talks with Johnson & Johnson, with no specific positive or negative implications

Neutral Oct 12, 2025 • 19:14 UTC The Motley Fool • Jonathan Ponciano

Douglas Lane Adds $6 Million in J&J Stock Ahead of Earnings and Possible Biotech Deal

Douglas Lane & Associates increased its Johnson & Johnson stake by 34,948 shares, worth approximately $6 million in Q3, bringing total holdings to 667,373 shares valued at $123.7 million. The investment comes ahead of J&J's earnings report and potential biotech acquisition of Protagonist Therapeutics.

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Sentiment note

Potential acquisition target with promising immune-disease treatment, but no confirmed deal yet

Positive Oct 10, 2025 • 23:07 UTC The Motley Fool • Eric Volkman

Why Protagonist Therapeutics Stock Skyrocketed by Almost 30% Today

Clinical-stage biotech Protagonist Therapeutics saw its stock price jump 29.8% after The Wall Street Journal reported Johnson & Johnson is in discussions to acquire the company, based on their existing collaboration in drug development.

PTGX JNJ biotech acquisition clinical trials healthcare

Sentiment note

Stock price rose 70% year-to-date and jumped 29.8% on acquisition speculation, indicating strong market confidence

Positive Oct 10, 2025 • 17:06 UTC Benzinga • Vandana Singh

Johnson & Johnson In Talks To Acquire Protagonist Therapeutics: Report

Johnson & Johnson is reportedly in discussions to acquire Protagonist Therapeutics, potentially strengthening its immunology and oncology portfolio by gaining access to rusfertide, an experimental therapy for rare blood cancer.

JNJ PTGX TAK acquisition immunology oncology pharmaceutical merger

Sentiment note

Stock surged 132% year-to-date, potential acquisition at premium, strong clinical trial results in psoriasis and ulcerative colitis treatments

Positive Sep 17, 2025 • 19:15 UTC Benzinga • Vandana Singh

Johnson & Johnson, Protagonist Study Shows Superior Skin Clearance In Psoriasis Trials

Johnson & Johnson and Protagonist Therapeutics released Phase 3 study results for icotrokinra, showing superior skin clearance in psoriasis treatment compared to placebo and competitor drugs, with sustained effectiveness and favorable safety profile.

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Sentiment note

Collaborated successfully with Johnson & Johnson in developing icotrokinra, which showed superior performance in psoriasis trials

Neutral Aug 7, 2025 • 04:34 UTC The Motley Fool • Jesterai

Protagonist (PTGX) Q2 Revenue Falls 26%

Protagonist Therapeutics reported Q2 2025 financial results, highlighting progress in clinical pipeline with rusfertide and icotrokinra drug candidates, while experiencing lower-than-expected revenue but maintaining strong cash reserves through 2028.

PTGX TAK JNJ biotechnology clinical trials drug development peptide therapies polycythemia vera

Sentiment note

Mixed financial performance with lower revenue but positive clinical trial progress, narrower loss than expected, and strong cash reserves. Advancing key drug candidates through late-stage clinical trials with potential regulatory submissions.

Positive Mar 3, 2025 • 17:01 UTC Benzinga • Vandana Singh

Takeda-Protagonist Therapeutics Partnered Investigational Drug Hits Primary Goal In Late-Stage Study In Patients With Type Of Blood Cancer

Protagonist Therapeutics and Takeda Pharmaceutical's investigational drug rusfertide met its primary endpoint in a late-stage study for polycythemia vera, a type of blood cancer. The drug showed a significantly higher proportion of clinical responders compared to placebo.

PTGX TAK Protagonist Therapeutics Takeda Pharmaceutical rusfertide polycythemia vera blood cancer

Sentiment note

The article reports that Protagonist Therapeutics' investigational drug rusfertide met its primary endpoint in a late-stage study, which is a positive development for the company.