Nov. 13 at 4:26 PM
$EOLS 🦶 Footprint | EOLS — New High-Conviction Entrant: Timothy Lynch (ex-Stonepine Capital)
Quiet but powerful addition under the surface.
Veteran biotech investor Tim Lynch disclosed a 6.3% stake (4.09 M shares) in EOLS via 13G — personally, not through Stonepine.
This represents ~
$36 M and 100% of his reported portfolio — a rare, single-name bet.
📊 Context:
Lynch co-founded Stonepine Capital, a respected biotech fund with a long track record of deep-value, fundamentals-driven positions (Collegium, ANI Pharma, Paratek).
Stonepine itself still holds ~0.9 M shares (≈1.4%), meaning both fund and founder remain aligned — a notable signal of conviction continuity.
🏛️ Institutional Rotation:
Recent filings show Nantahala +14.9%, Frazier Life Sciences new +2.4 M, Tang steady ~5 M, Perceptive –1.6 M (trim) → classic transition from fast-money to deep-money holders.
Float tightening; ~80% institutional control.
