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On February 17, 2026, Perceptive Advisors reported a purchase of Celcuity (NASDAQ:CELC), including 203,881 shares within the fourth quarter, with an estimated transaction worth of $16.76 million primarily based on quarterly common pricing.
In line with a Securities and Change Fee (SEC) submitting dated February 17, 2026, Perceptive Advisors elevated its stake in Celcuity by 203,881 shares within the fourth quarter. The estimated worth of this share buy, primarily based on the interval’s common closing worth, is $16.76 million. The worth of the fund’s place elevated by $169.16 million over the quarter, a determine that displays each the extra shares and worth appreciation.
Perceptive Advisors’ Celcuity stake rose to five.62% of reported AUM after the purchase.
Prime 5 holdings post-filing:
NASDAQ:PRAX: $588.30 million (10.8% of AUM)
NASDAQ:CELC: $315.20 million (5.8% of AUM)
NASDAQ:RYTM: $272.57 million (5.0% of AUM)
NASDAQ:ASND: $230.60 million (4.2% of AUM)
NASDAQ:ROIV: $173.28 million (3.2% of AUM)
As of February 17, 2026, Celcuity shares have been priced at $107.32, up a staggering 700% over the previous 12 months.
Metric | Worth |
|---|---|
Worth (as of market shut February 17, 2026) | $107.32 |
Market capitalization | $4.97 billion |
Web revenue (TTM) | ($162.72 million) |
Celcuity develops molecularly focused therapies and diagnostic platforms for most cancers, together with its lead drug candidate Gedatolisib and the CELsignia diagnostic check.
The corporate operates a clinical-stage biotechnology mannequin, producing worth by way of the development of proprietary drug candidates and diagnostic applied sciences, with future income anticipated from licensing, partnerships, and eventual commercialization.
Main prospects embrace healthcare suppliers, oncologists, and biopharmaceutical companions centered on treating hormone receptor optimistic, HER2-negative, and superior or metastatic breast most cancers sufferers in the USA.
Celcuity is a clinical-stage biotechnology firm specializing within the improvement of focused most cancers therapies and companion diagnostics. The corporate leverages its proprietary CELsignia platform and pipeline drug Gedatolisib to deal with unmet wants in oncology, significantly for breast and ovarian most cancers. Its technique facilities on modern diagnostic and therapeutic options, supported by a license settlement with Pfizer, positioning Celcuity to capitalize on developments in precision drugs.
Capital tends to cluster round inflection factors, and when a specialist biotech investor builds a place to greater than 5% of property in a reputation that has already surged 700% in a 12 months, it suggests conviction that the true catalyst remains to be forward.
Celcuity’s New Drug Utility for gedatolisib has been accepted by the FDA, the agency introduced in January, with Precedence Evaluate and a PDUFA purpose date of July 17, 2026. The submitting relies on Section 3 information from the VIKTORIA-1 trial in HR optimistic, HER2 destructive, PIK3CA wild-type superior breast most cancers. Gedatolisib has additionally obtained Breakthrough Remedy and Quick Monitor designations.
That regulatory timeline issues. It compresses uncertainty into an outlined window. If accepted, gedatolisib would enter a large breast most cancers market with a differentiated pan-PI3K and mTORC1/2 mechanism.
At 5.6% of AUM, that is no token allocation. It sits simply behind Praxis and forward of a number of different core holdings. Lengthy-term traders ought to watch execution into the July determination and commercialization readiness. A 700% run is dramatic, however in biotech, worth is in the end tied to label breadth and uptake. The subsequent chapter will hinge on each.
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