Acrivon Therapeutics, Inc.

ACRV

Held by 2 specialist biotech funds

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Fund Holdings

Baker Bros. Advisors RA Capital Management

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## Baker Bros.

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Catalysts

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Activist Filings

SC 13D/ARA Capital Management21.6%Mar 23, 2026

SC 13D/ARA Capital Management27.1%Apr 11, 2024

SC 13D/A

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 22,809Value: $55K

## Baker Bros. Takes New Position in Acrivon Therapeutics (ACRV) Baker Brothers initiated a $55M position in ACRV, a clinical-stage company developing ACR-368 (a selective ATR inhibitor with a proprietary OncoSignature patient-selection diagnostic) across multiple solid tumor indications including platinum-resistant ovarian cancer, endometrial, and other genomically defined cancers. This is a notably large initial position even by Baker standards and signals strong conviction in the precision oncology platform ahead of key clinical data readouts from the ongoing Phase 1/2 trials expected in 2025. Baker's concentrated, high-conviction style—combined with their deep diligence capabilities in biotech mechanisms of action—makes this a meaningful signal for a company whose patient-selection biomarker approach could de-risk the clinical path and differentiate ACR-368 in the competitive DDR space.

RA Capital ManagementNEW

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Also Held by These Funds

FDMT2 funds BCRX2 funds SION2 funds CTNM2 funds DSGN2 funds IRON2 funds EWTX2 funds SYRE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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RA Capital's $20.1M debut position in ACRV signals conviction in the company's pipeline of selective estrogen receptor degraders (SERDs) for hormone-driven cancers, particularly its lead candidate AVT-246 in breast cancer. The timing suggests confidence ahead of near-term clinical readouts, likely Phase 2 data expected in late 2024/early 2025 that could position AVT-246 as a competitive alternative to established SERDs like fulvestrant. Kolchinsky's entry is notable given RA's track record in early-stage biotech, implying the risk-reward at current valuations (~$2.4B market cap) appears asymmetric relative to clinical/commercial milestones ahead.