# Veradermics (MANE.US)

Canonical: https://gigainvestors.com/s/MANE

Analysis as of: 2026-10-16T07:30:03.015Z. 

Listing currency: USD. Reporting currency: USD.

## Verdict

Not enough history yet

Quality tests for Buy: not passed (profit record: fail; earnings resilience is evidence only). Published buy qualification: no.

Share price: $115.07 per share; close as of 2026-10-15.

## Checklist

### understandable: na

### moat: na

### economics: na

### management: na

### accounting: na

## Holders

- [Lee Ainslie](https://gigainvestors.com/mc): tracked 13F investor; follow the investor page for holding quarter and amounts.

- [Andreas Halvorsen](https://gigainvestors.com/vg): tracked 13F investor; follow the investor page for holding quarter and amounts.

## Price story

Up 151% since Feb 2026

Story as of 2026-10-16T10:01:28.115Z; price observation 2026-10-15.

## Owner memo

Memo as of 2026-10-16T08:06:05.509Z.

### Where the cash goes

Paid no dividends in 2 years.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-30); Dividend observations: [[2024,0],[2025,0]]. Zero only counted when supported by a complete cash-flow statement.

### Are managers owners

Insiders own 2.5% of the company.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-10-16); MANE.US SharesStats.PercentInsiders = 2.487 percentage points; cache date 2026-10-16.

### What the price says

The price is 1.6 times net assets.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-30); Closing price 115.07 USD; reporting-to-trading FX 1; FY2024 net assets per share 74.179063768348; price multiple 1.5512463241562242. FY2025 cash earnings/share -98.07635260023275. Closing-price date 2026-10-15.

## Monthly share-price history (USD per share)

- 2026-02: $45.85 per share

- 2026-03: $63.15 per share

- 2026-04: $99.00 per share

- 2026-05: $100.91 per share

- 2026-06: $122.94 per share

- 2026-07: $105.00 per share

- 2026-08: $98.41 per share

- 2026-09: $121.23 per share

- 2026-10: $115.07 per share

## Annual estimated value (USD per share)

Historical values use today's bond yield for every fiscal year

Historical values use today's FX rate into trading currency for every fiscal year

Historical values use current restated fundamentals and current commodity classification; they are not point-in-time estimates

## Sources

[Original 10-K filing](https://www.sec.gov/Archives/edgar/data/1827635/000182763526000013/mane-20251231.htm); period 2025-12-31, filed 2026-03-30.

Estimates depend on assumptions and are not guarantees or investment advice. Underlying data remains subject to its source licenses; public reading does not grant bulk redistribution rights.

## Reported holder observations

- [Lee Ainslie](https://gigainvestors.com/mc): 789,980 MANE shares; USD 97,120,000 reported position value; 0.88% of portfolio; new; quarter 2026 Q2.
- [Andreas Halvorsen](https://gigainvestors.com/vg): 1,561,494 MANE shares; USD 191,970,000 reported position value; 0.55% of portfolio; reduce; quarter 2026 Q2.

# MANE — Veradermics Inc

Held by 2 investors · USD 289,090,000 total · 2026 Q2 · reported price USD 122.94 (split-adjusted).
Page: https://gigainvestors.com/s/MANE

## Holders (2026 Q2)

| Investor | Value | % of their portfolio | This quarter |
|---|---:|---:|---|
| Andreas Halvorsen (https://gigainvestors.com/vg) | USD 191,970,000 | 0.6% | reduce -7.63% |
| Lee Ainslie (https://gigainvestors.com/mc) | USD 97,120,000 | 0.9% | new |

## Total held by quarter

- 2026 Q1: USD 106,758,548 · 1 holder · USD 63.15
- 2026 Q2: USD 289,090,000 · 2 holders · USD 122.94