Perceptive Advisors moved on Celcuity, adding a chunk of shares in the last quarter. Seventeen-point-seven-six million, give or take. Money talks, and in this town, it usually screams. It wasn’t a whisper.
The Play
The SEC filing landed like a dropped glove. Perceptive Advisors upped its stake in Celcuity by 203,881 shares. That’s a solid commitment, not a casual glance. The value of the position swelled by $169.16 million, a number that suggests both buying and a stock with a pulse. A healthy pulse, at that.
What They’re Holding
- Perceptive Advisors now owns 5.62% of Celcuity, a piece big enough to get noticed.
- Top five holdings, as of late:
- NASDAQ:PRAX: $588.30 million
- NASDAQ:CELC: $315.20 million
- NASDAQ:RYTM: $272.57 million
- NASDAQ:ASND: $230.60 million
- NASDAQ:ROIV: $173.28 million
- Celcuity shares were trading at $107.32, a climb of 700% over the last year. That’s not a growth spurt, that’s a rocket launch.
The Company
| Metric | Value |
|---|---|
| Price (Feb 17, 2026) | $107.32 |
| Market capitalization | $4.97 billion |
| Net income (TTM) | ($162.72 million) |
The Pitch
Celcuity deals in targeted cancer therapies and diagnostic tests. Gedatolisib is the name to remember, along with the CELsignia platform. They’re clinical stage, which means they’re burning cash, but they’re hoping for a payoff. The idea is precision medicine, hitting the target, not just spraying and praying. They’ve got a license deal with Pfizer, which is like having a powerful friend. It doesn’t guarantee success, but it helps.
What It Means
Capital gravitates toward inflection points. A specialist investor like Perceptive Advisors taking a position exceeding 5% in a stock already up 700%? That’s a statement. It suggests they believe the real move is still ahead. They’re not chasing a ghost.
The FDA accepted Celcuity’s New Drug Application for gedatolisib in January, granting it Priority Review. A PDUFA date is set for July 17, 2026. That’s a deadline, a clock ticking. Gedatolisib has Breakthrough Therapy and Fast Track designations, which means the FDA is paying attention. It doesn’t guarantee approval, but it greases the wheels.
This isn’t a token allocation. It’s nestled just behind Praxis in Perceptive’s portfolio. Long-term investors should watch for execution and commercial readiness. A 700% run is dramatic, yes, but in biotech, it’s ultimately about label breadth and uptake. Value isn’t found in the hype, but in the pills. The next chapter will be written in clinical trials and sales figures. It’s a gamble, like all of them, but someone’s willing to put money on the table.
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2026-02-22 22:12