General Atlantic, L.P., in a quiet act of faith, acquired an additional 500,000 shares of Pharvaris, a company whose stock now hums with the urgency of a spring thaw. The transaction, disclosed in an SEC filing, added $67.83 million to their holdings, a ripple in the vast ocean of their $3.33 billion AUM.
What happened
The SEC’s November 13, 2025, report reveals a subtle crescendo: General Atlantic’s stake in Pharvaris swelled to 8,031,252 shares, a figure that glows like a lantern in the twilight of the biotech sector. As of September 30, 2025, this portfolio piece was valued at $200.38 million-a testament to the company’s quiet promise.
What else to know
Pharvaris, once a whisper in the rare disease market, now commands 6.0% of General Atlantic’s assets, a proportion as significant as a single leaf in a forest. Among their top holdings, the numbers speak in hushed tones: NASDAQ:DLO’s $666.3 million, NASDAQ:XP’s $479.5 million, and others, each a thread in the investor’s tapestry.
As of November 12, 2025, Pharvaris’ shares stood at $25.81, a price that has blossomed 30.1% over the past year. This growth outpaces the S&P 500 by 7.3 percentage points, a feat akin to a sapling outstripping its peers in a storm.
Company Overview
| Metric | Value |
|---|---|
| Price (as of market close November 12, 2025) | $25.81 |
| Market Capitalization | $1.56 billion |
| Net Income (TTM) | ($195.80 million) |
| One-Year Price Change | 30.1% |
Company Snapshot
- Develops small molecule therapies for hereditary angioedema (HAE), including PHA121 (Phase II), PHVS416 (on-demand, Phase II), and PHVS719 (prophylactic, Phase I).
- Operates a clinical-stage biopharmaceutical model focused on advancing proprietary drug candidates through clinical trials for rare disease markets.
- Targets patients with hereditary angioedema, serving healthcare providers and institutions treating rare genetic disorders across Europe and the United States.
Pharvaris, a clinical-stage biotechnology company, nurtures oral therapies for hereditary angioedema-a rare and relentless storm. Its pipeline, a garden of drug candidates, thrives in the soil of innovation, each phase a seedling reaching toward the sun.
With a focus on bradykinin B2-receptor antagonists, the company seeks to quell the tempest of swelling that haunts its patients. Its strategy, a compass pointing toward rare disease markets, promises to redefine treatment with the precision of a poet’s verse.
Foolish take
General Atlantic’s $68 million infusion is not mere numbers-it is a signal, a pulse in the quiet of the biotech wilderness. Pharvaris stands at the edge of a precipice, its oral drug poised to challenge the status quo. The company’s trials, like a river carving through stone, may yet reveal a path to revolution.
The FDA’s recent clearance of both acute and prophylactic programs is a thaw after a long winter, lifting the shadow that once loomed over the stock. Pivotal studies, like dawn’s first light, await. If the data aligns, Pharvaris may transition from a single-asset company to a beacon in a market starved for innovation.
For investors, the coming months are a season of anticipation. Will deucrictibant prove its mettle? Will patients embrace the convenience of a pill? The answers, like seeds in fertile ground, may yet sprout into a new era.
Glossary
13F reportable assets under management (AUM): The total value of securities a fund manager must disclose in quarterly SEC filings.
Assets Under Management (AUM): The total market value of investments managed on behalf of clients by a fund or firm.
Clinical-stage biopharmaceutical: A company focused on developing drugs that are still undergoing human clinical trials, not yet approved for sale.
Hereditary angioedema (HAE): A rare genetic disorder causing severe swelling in various body parts, often requiring specialized treatments.
Prophylactic: A treatment intended to prevent disease or symptoms, rather than treat them after they occur.
On-demand therapy: Medication taken as needed to treat symptoms when they appear, rather than on a regular schedule.
Bradykinin B2-receptor antagonist: A drug that blocks specific receptors to reduce swelling and pain, often used in rare disease treatments.
Pipeline: The portfolio of drug candidates a pharmaceutical company is developing at various stages before approval.
Phase I/II clinical trial: Early stages of human testing for new drugs, assessing safety (Phase I) and effectiveness (Phase II).
Reportable AUM: The portion of a fund’s assets that must be disclosed to regulators, often under specific reporting rules.
TTM: The 12-month period ending with the most recent quarterly report.
Outperforming the S&P 500: Achieving a higher return than the S&P 500 index over a specific time period.
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2025-12-03 07:02