SCHEDULE: Blue Owl Capital Reports 0.76% Stake in enGene Therapeutics

Blue Owl Capital Holdings LP has disclosed beneficial ownership of 511,177 common shares, representing 0.76% of enGene Therapeutics Inc., acquired via warrants.

Summary

• Blue Owl Capital Holdings LP has filed a Schedule 13G, reporting beneficial ownership of 511,177 common shares of enGene Therapeutics Inc.
• These shares are issuable upon the exercise of warrants.
• The reported stake represents 0.76% of the company's outstanding common shares.
• The filing indicates that the shares were acquired and are held in the ordinary course of business and not for the purpose of influencing control.
• The CUSIP number for enGene Therapeutics Inc. is 29286X101.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, as it reports a significant but passive stake acquired through warrants, indicating investor confidence without immediate control implications.

Positives

• Blue Owl Capital Holdings LP, a significant investment entity, has acquired a stake in enGene Therapeutics Inc., suggesting confidence in the company's prospects.
• The acquisition is through warrants, which could indicate a strategic investment with potential for future upside.
• The stake is reported as passive, meaning it is not intended to influence or change control of the company, which can be viewed positively by existing management and shareholders.

Negatives

• The stake is relatively small (0.76%), which may not significantly impact the company's stock price or strategic direction.
• The shares are currently held via warrants, meaning actual ownership is contingent on exercise, which may involve additional capital outlay or specific conditions.

Risks

• The value of the reported shares is dependent on the exercise of warrants and the future performance of enGene Therapeutics Inc.'s common stock.
• There is a risk that the warrants may not be exercised if the stock price does not reach a favorable level or if market conditions change.
• The filing does not provide details on the terms or expiration of the warrants, which could represent a risk to the investor if unfavorable.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from enGene Therapeutics Inc. It primarily reports on the acquisition of a stake by Blue Owl Capital Holdings LP.

Management Comments

• "The reported securities represent 511,177 Common Shares issuable upon exercise of warrants to each acquire one Common Share ('Warrants')."
• "The reported percentage is calculated based on 66,989,466 Common Shares outstanding as of June 9, 2026, as reported on the Issuer's 10-Q filed with the Securities and Exchange Commission on June 15, 2026, and as increased by the 511,177 Common Shares issuable upon exercise of the Warrants."
• "Pursuant to Rule 13d-4 of the Act, the Reporting Person declares that filing this Statement shall not be deemed an admission that the Reporting Person is a beneficial owner of the reported securities, for purposes of Section 13(d) and/or Section 13(g) or for any other purpose."
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."

Industry Context

StockSavvy.ai notes that the acquisition of shares via warrants by an investment firm like Blue Owl Capital in a biotechnology company like enGene Therapeutics is common. It often signifies a belief in the company's technology or pipeline, with the warrants providing a potentially leveraged upside if the company achieves milestones.

Stakeholder Impact

• Shareholders: The filing indicates increased institutional interest, which could be perceived positively, but the small stake size may limit immediate impact.
• Management: The passive nature of the investment is likely viewed favorably, as it does not signal an intent to control or disrupt.
• Creditors: No direct impact is indicated by this filing.

Next Steps

• Blue Owl Capital Holdings LP will continue to hold the warrants and potentially exercise them based on market conditions and company performance.
• enGene Therapeutics Inc. will continue its operations and strategic initiatives, with Blue Owl Capital as a passive shareholder.

Key Dates

Keywords

enGene Therapeutics, Blue Owl Capital, Schedule 13G, warrants, beneficial ownership, common shares, investment, stakeholder