Sionna Therapeutics (NASDAQ:SION) Reaches New 1-Year High – Still a Buy?

Shares of Sionna Therapeutics, Inc. (NASDAQ:SION) hit a new 52-week high during mid-day trading on Friday . The company traded as high as $45.00 and last traded at $44.40, with a volume of 23935 shares trading hands. The stock had previously closed at $44.21.

Key Headlines Impacting Sionna Therapeutics

Here are the key news stories impacting Sionna Therapeutics this week:

• Positive Sentiment: Senior insiders and institutional holders still retain very large stakes (reported holdings ~3.596M shares each, valued ~ $160M), which signals continued alignment with long‑term performance and limits the risk of a meaningful shift in control. SEC filing
• Negative Sentiment: Director Peter A. Thompson sold a total of 1,875 SION shares across Dec. 17–19 at an average price ~ $44.49–44.50 (proceeds ≈ $83.4k). Each sale is small relative to his stake (ownership dipped ~0.03%), but the filings can prompt negative short‑term sentiment. SEC filing
• Negative Sentiment: OrbiMed Advisors LLC (reported as a director-level holder) executed the same pattern of sales (875, 100 and 900 shares on Dec. 17–19) at similar prices, reducing its position by ~0.02–0.03%. Like the individual sales, the absolute size is small versus the owner’s remaining stake but likely contributes to today’s downside pressure. SEC filing

Wall Street Analyst Weigh In

SION has been the topic of a number of analyst reports. Royal Bank Of Canada reaffirmed an “underperform” rating and set a $24.00 target price on shares of Sionna Therapeutics in a research note on Monday, December 1st. Jones Trading began coverage on shares of Sionna Therapeutics in a research note on Monday, September 8th. They set a “buy” rating and a $46.00 target price for the company. BTIG Research began coverage on shares of Sionna Therapeutics in a report on Wednesday, November 19th. They issued a “buy” rating and a $50.00 price target for the company. Weiss Ratings reiterated a “sell (e+)” rating on shares of Sionna Therapeutics in a report on Monday, December 15th. Finally, Wall Street Zen raised shares of Sionna Therapeutics from a “sell” rating to a “hold” rating in a report on Saturday, December 13th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $40.33.

Sionna Therapeutics Price Performance

The business’s fifty day simple moving average is $38.80 and its two-hundred day simple moving average is $27.34. The company has a market cap of $1.89 billion and a PE ratio of -8.70.

Sionna Therapeutics (NASDAQ:SION) last issued its quarterly earnings data on Wednesday, November 5th. The company reported ($0.46) EPS for the quarter, beating the consensus estimate of ($0.52) by $0.06.

Insider Buying and Selling at Sionna Therapeutics

In other news, CEO Michael Cloonan sold 99,800 shares of the firm’s stock in a transaction that occurred on Tuesday, October 21st. The stock was sold at an average price of $36.26, for a total value of $3,618,748.00. Following the transaction, the chief executive officer owned 547,343 shares in the company, valued at $19,846,657.18. This trade represents a 15.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Ra Capital Management, L.P. sold 311,000 shares of Sionna Therapeutics stock in a transaction on Friday, October 24th. The stock was sold at an average price of $39.50, for a total transaction of $12,284,500.00. Following the sale, the director directly owned 219,867 shares in the company, valued at approximately $8,684,746.50. This trade represents a 58.58% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,608,591 shares of company stock valued at $58,478,956. 3.90% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. RA Capital Management L.P. acquired a new position in shares of Sionna Therapeutics in the 1st quarter valued at $109,258,000. TPG GP A LLC purchased a new stake in Sionna Therapeutics in the 1st quarter valued at about $69,925,000. Atlas Venture Life Science Advisors LLC acquired a new position in Sionna Therapeutics in the first quarter valued at about $38,639,000. Viking Global Investors LP boosted its stake in Sionna Therapeutics by 8.2% during the second quarter. Viking Global Investors LP now owns 3,195,181 shares of the company’s stock worth $55,436,000 after buying an additional 242,427 shares during the period. Finally, JPMorgan Chase & Co. boosted its stake in Sionna Therapeutics by 2.4% during the second quarter. JPMorgan Chase & Co. now owns 2,221,188 shares of the company’s stock worth $38,538,000 after buying an additional 51,589 shares during the period.

Sionna Therapeutics Company Profile

Sionna Therapeutics is a clinical-stage biotechnology company dedicated to developing next-generation RNA therapeutics for oncology and immunology indications. Leveraging proprietary lipid nanoparticle and coacervate delivery technologies, the company aims to overcome key challenges associated with stability, targeting and immune activation that have historically limited the clinical performance of mRNA-based medicines. Its strategic focus spans both solid tumors and hematological malignancies, as well as selected autoimmune disorders, reflecting a broad ambition to harness the power of messenger RNA in diverse therapeutic areas.

At the heart of Sionna’s approach is a platform that combines optimized ionizable lipids with bespoke surface chemistries to enhance payload delivery, intracellular release and endosomal escape.