SCHEDULE: Deep Track Capital Discloses 5.37% Stake in Obsidian Therapeutics

Deep Track Capital, along with affiliated entities, has reported beneficial ownership of 5.37% of Obsidian Therapeutics' common stock as of August 11, 2026.

Summary

• Deep Track Capital, LP, Deep Track Biotechnology Master Fund, Ltd., David Kroin, and Deep Track Special Opportunities Fund, LP have collectively disclosed beneficial ownership of Obsidian Therapeutics, Inc. common stock.
• The total aggregate amount beneficially owned by these reporting persons is 3,315,605 shares, representing 5.37% of the class.
• This ownership level was determined based on 61,727,211 shares of common stock outstanding as of August 3, 2026, as reported by the issuer.
• Deep Track Capital, LP holds shared voting and dispositive power over 3,315,605 shares.
• David Kroin is identified as a control person for Deep Track Capital, LP.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this filing as moderately positive, indicating significant institutional ownership and a stable, albeit not rapidly growing, stake in the company.

Positives

• Significant institutional ownership established by Deep Track Capital and its affiliates, indicating confidence in Obsidian Therapeutics.
• The reporting persons collectively hold a substantial 5.37% stake, which can provide a degree of stability and influence.
• The filing is a standard Schedule 13G, suggesting a passive investment approach rather than an activist one.

Negatives

• The filing does not provide any specific operational or financial performance data for Obsidian Therapeutics, only ownership details.
• The exact purpose of the investment beyond passive ownership is not detailed in this filing.

Risks

• Potential for future changes in ownership percentage by Deep Track Capital, which could impact share price if significant buying or selling occurs.
• The filing does not detail specific risks related to Obsidian Therapeutics' business operations or market position.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Obsidian Therapeutics' future performance.

Management Comments

• David Kroin, Managing Member of the General Partner of the Investment Adviser of Deep Track Capital, LP, certifies that the securities were not acquired or held for the purpose of or with the effect of changing or influencing control of the issuer.

Industry Context

StockSavvy.ai notes that significant institutional filings like this often signal investor conviction in a company's sector or specific growth prospects. For Obsidian Therapeutics, a biotechnology firm, this could imply a positive view on its drug development pipeline or market potential.

Stakeholder Impact

• Shareholders: The increased institutional presence may be viewed positively, potentially leading to greater market liquidity and stability.
• Management: The filing indicates a significant passive investor, which could influence future strategic decisions if the stake grows or if the investor decides to become more active.

Next Steps

• Deep Track Capital and affiliated entities will continue to monitor their investment in Obsidian Therapeutics.
• Future amendments to this Schedule 13G will be filed if ownership levels change significantly.

Key Dates

Keywords

Obsidian Therapeutics, Deep Track Capital, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Shareholder