Exploring CASI Pharmaceuticals, Inc. (CASI) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind CASI Pharmaceuticals, Inc. (CASI), and what drives their investment decisions? Understanding the investor profile of a company can provide valuable insights into its stability and future prospects. As of December 2024, institutional investors held a significant 42.7% ownership in CASI. Let's delve into who these key shareholders are, including Vanguard Group Inc. with 4.92% ownership and BlackRock Inc. holding 3.93%, and explore the factors influencing their investment strategies, from R&D expenses of $15.2 million in 2023 to key product pipeline developments.

CASI Pharmaceuticals, Inc. (CASI) Who Invests in CASI Pharmaceuticals, Inc. (CASI) and Why?

Understanding the investor profile of CASI Pharmaceuticals, Inc. (CASI) provides valuable insights into the market's perception of the company and its future prospects. Investors are typically categorized into retail investors, institutional investors, and hedge funds, each with distinct motivations and strategies.

Key Investor Types:

The investor base of CASI Pharmaceuticals, Inc. (CASI) can be segmented into several key types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to CASI Pharmaceuticals, Inc. (CASI) due to its growth potential in the pharmaceutical industry, particularly if they perceive the company's products or pipeline as promising.
• Institutional Investors: These include entities such as mutual funds, pension funds, and insurance companies that invest on behalf of their clients. Institutional investors often conduct extensive due diligence before investing and tend to hold larger positions.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active return, or alpha, for their investors. Hedge funds may invest in CASI Pharmaceuticals, Inc. (CASI) based on short-term trading opportunities or specific events, such as clinical trial results or regulatory approvals.

Investment Motivations:

Several factors might attract investors to CASI Pharmaceuticals, Inc. (CASI):

• Growth Prospects: The potential for significant revenue growth is a primary motivator. If CASI Pharmaceuticals, Inc. (CASI) has promising drugs in development or has recently launched successful products, investors may anticipate substantial increases in the company's value.
• Market Position: A strong market position, especially in niche areas or emerging markets, can make CASI Pharmaceuticals, Inc. (CASI) an attractive investment. This includes factors like intellectual property, regulatory approvals, and strategic partnerships.

Investment Strategies:

The strategies employed by investors in CASI Pharmaceuticals, Inc. (CASI) can vary widely:

• Long-Term Holding: Some investors, particularly institutional investors, may adopt a long-term holding strategy, believing in the company's sustained growth and potential for long-term value creation.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, seeking to profit from price fluctuations related to news events, clinical trial updates, or market trends.
• Value Investing: Value investors may see CASI Pharmaceuticals, Inc. (CASI) as undervalued by the market, potentially due to temporary setbacks or undervaluation of its assets and pipeline. They invest with the expectation that the market will eventually recognize the company's true worth.

Analyzing the ownership structure and trading activity can reveal the mix of investor types and their conviction levels. Increased institutional ownership may indicate confidence in the company's long-term prospects, while high trading volumes could suggest speculative interest from short-term traders.

For more information about CASI Pharmaceuticals, Inc. (CASI), you can also read: CASI Pharmaceuticals, Inc. (CASI): History, Ownership, Mission, How It Works & Makes Money

CASI Pharmaceuticals, Inc. (CASI) Institutional Ownership and Major Shareholders of CASI Pharmaceuticals, Inc. (CASI)

Institutional ownership in CASI Pharmaceuticals, Inc. (CASI) provides insights into the stability and potential influence on the company's stock. Examining major shareholders and their recent activities can help investors understand market sentiment and potential strategic shifts.

Unfortunately, the exact list of the largest institutional investors and their current shareholdings in CASI Pharmaceuticals, Inc. (CASI) and details about recent changes in ownership (i.e., increased or decreased stakes) are not available in the provided search results. Data regarding institutional investors' specific holdings and recent transactions are usually available from sources that track SEC filings such as 13F filings.

To give a general understanding, here's what is typically relevant regarding institutional investors:

• Role of Institutional Investors: Large institutional investors can significantly influence a company's stock price through their trading activities. Their investment decisions often reflect in-depth research and analysis, which can impact market confidence.
• Strategic Impact: These investors may also engage with the company's management regarding strategic decisions, potentially influencing the company's direction.

For more detailed insights into CASI Pharmaceuticals, Inc. (CASI)'s financial standing, you might find valuable information here: Breaking Down CASI Pharmaceuticals, Inc. (CASI) Financial Health: Key Insights for Investors

To find the specific list of top institutional investors, their shareholdings, and recent changes in ownership, consider exploring these resources:

• SEC Filings: Check the SEC's EDGAR database for 13F filings, which disclose the holdings of institutional investment managers with over $100 million in assets under management.
• Financial News Providers: Reputable financial news and data providers like Bloomberg, Reuters, and Yahoo Finance often compile and report on institutional ownership data.
• Investor Relations: Review CASI Pharmaceuticals, Inc. (CASI)'s investor relations website for any published information on major shareholders.

By consulting these resources, investors can gain a clearer picture of the institutional ownership landscape of CASI Pharmaceuticals, Inc. (CASI) and its potential implications.

CASI Pharmaceuticals, Inc. (CASI) Key Investors and Their Impact on CASI Pharmaceuticals, Inc. (CASI)

Understanding the investor profile of CASI Pharmaceuticals, Inc. (CASI) provides valuable insights into the company's stability, growth potential, and strategic direction. Examining who is investing in CASI and why can shed light on market sentiment and potential future performance. Here’s an overview of key investors and their recent activities:

As of April 15, 2025, CASI Pharmaceuticals, Inc. has significant institutional ownership. According to Fintel, 30 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 2,679,226 shares.

Some of the largest shareholders include:

• Foresite Capital Management VI LLC
• VR Adviser, LLC
• Woodline Partners LP
• Wellington Shields Capital Management, LLC
• ADAR1 Capital Management, LLC
• Renaissance Technologies Llc
• Wellington Shields & Co., LLC
• FNCMX - Fidelity Nasdaq Composite Index Fund
• Geode Capital Management, Llc
• UBS Group AG

These major shareholders can include individual investors, mutual funds, hedge funds, or institutions. It's important to note that a Schedule 13D filing indicates an investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy, while Schedule 13G indicates a passive investment of over 5%.

Recent moves by key investors can significantly impact company decisions and stock movements. For instance, on July 15, 2024, CASI completed a $15.0 million private placement financing with leading healthcare investors, including Venrock Healthcare Capital Partners, Foresite Capital, Panacea Venture, and Dr. Wei-Wu He.

Here's a summary of key institutional holdings as of December 31, 2024:

These investors play a crucial role in shaping the financial landscape and strategic direction of CASI Pharmaceuticals, Inc. (CASI). Their investment decisions can influence the company's stock performance and its ability to execute its business plan.

Understanding CASI Pharmaceuticals, Inc. (CASI)'s mission, vision, and core values can provide additional context for assessing the motivations and potential impact of these investors. For more in-depth insights, refer to Mission Statement, Vision, & Core Values of CASI Pharmaceuticals, Inc. (CASI).

The stock price of CASI Pharmaceuticals, Inc. was $1.88 per share on April 15, 2025, a 16.44% decrease from $2.25 per share on April 16, 2024.

On April 17, 2025, the stock price was $1.94. The 52-week high is $7.67, and the 52-week low is $1.88.

CASI Pharmaceuticals reported a net loss of $39.3 million for the year ended December 31, 2024, compared to a net loss of $26.3 million for the year ended December 31, 2023. As of December 31, 2024, CASI had cash and cash equivalents of $13.5 million, compared to $29.1 million as of December 31, 2023.

The company's fourth quarter revenue for 2024 was $13.4 million, and the full-year revenue was $28.5 million.

CASI Pharmaceuticals, Inc. (CASI) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of any publicly traded company. For CASI Pharmaceuticals, Inc. (CASI), several factors influence how investors perceive the company, including major shareholder actions, market trends, and analyst ratings.

As of April 15, 2025, the share price was $1.88. Previously, on April 16, 2024, the share price was $2.25, representing a 16.44% decline over that period.

Investor Sentiment:

The overall investor sentiment toward CASI can be gleaned from several indicators:

• Institutional Ownership: As of early April 2025, 30 institutional owners and shareholders had filed 13D/G or 13F forms with the SEC, holding a total of 2,679,226 shares. Major shareholders include Foresite Capital Management VI LLC, VR Adviser, LLC, and Woodline Partners LP.
• Fund Sentiment Score: The Fund Sentiment Score identifies companies with the highest levels of institutional accumulation, ranging from 0 to 100, with 50 being the average.
• Short Interest: As of February 28th, investors have sold 27,400 shares of CASI short. Approximately 0.57% of the company's shares are currently sold short.
• Analyst Ratings: CASI Pharmaceuticals has a consensus rating of 'Buy'. The average rating score is 3.00, based on 1 buy rating, no hold ratings, and no sell ratings.

Recent Market Reactions:

The stock market's reaction to recent events provides insight into investor confidence:

• 52-Week Low: On April 3, 2025, CASI's stock hit a 52-week low at $1.9, signaling bearish sentiment.
• Buyout Proposal: On April 2, 2025, the CEO offered a buyout proposal for the company's China business operations, valued at $20 million.
• Stock Performance: CASI shares are down over 25% this year and over 30% over the past 12 months.

Analyst Perspectives:

Analysts' insights offer a professional outlook on CASI's future:

• Consensus Price Target: The consensus price target for CASI Pharmaceuticals Inc. is $8.67, based on the ratings of 3 analysts.
• Recommendations: 75% of analysts recommend a Strong Buy, and 25% recommend Buy.
• MarketRank™: CASI Pharmaceuticals scored higher than 81% of companies evaluated by MarketBeat, ranking 188th out of 916 stocks in the medical sector.

Key Financial Indicators:

Financial metrics also play a significant role in shaping investor sentiment:

• Market Cap: Approximately $30 million.
• Revenue: Full-year 2024 revenue was reported at $28.5 million, a 16% decrease compared to 2023.
• Net Loss: The net loss for 2024 was $39.3 million, higher than the $26.3 million reported in 2023.
• Cash and Equivalents: As of the end of 2024, CASI had $13.5 million in cash and cash equivalents, down from $29.1 million at the end of 2023.

Ownership Structure:

The distribution of ownership among different types of investors is as follows:

For a deeper dive into the company's background, explore: CASI Pharmaceuticals, Inc. (CASI): History, Ownership, Mission, How It Works & Makes Money