Annexon Biosciences Inc.

ANNX

Held by 3 specialist biotech funds

High Convergence

Share on X

Fund Holdings

3 fund convergence

BVF Partners Redmile Group Deerfield Management

Catalysts

No catalysts tracked.

Position Details

BVF PartnersNEWFeb 17, 2026

Shares: 9,128,080Value: $45.8M

# Signal Note: BVF Partners Initiates $45.8M Position in Annexon (ANNX) Mark Lampert's concentrated value fund establishing a ~9.1M share position signals conviction in Annexon's lead asset ANX005, a complement C1q inhibitor in Phase 2 for geographic atrophy (GA). The timing likely reflects upcoming clinical readouts from their GA program, with potential catalysts in late 2024/early 2025 that could validate the complement pathway as differentiated from the currently approved anti-VEGF standard of care.

Redmile GroupNEWFeb 17, 2026

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Insider Signals

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Also Held by These Funds

STOK3 funds CMPS2 funds IVVD2 funds GPCR2 funds XENE2 funds MIRM2 funds LIVN2 funds COGT

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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# Signal Note: Redmile Initiates $50.5M Position in ANNX Redmile's new $50.5M stake in Annexon signals conviction in ANX007, a C1q inhibitor targeting complement-driven neuroinflammation across multiple CNS indications including Alzheimer's disease and generalized myasthenia gravis (gMG). The timing likely reflects anticipated near-term catalysts, potentially including Phase 2 data readouts or regulatory updates on its lead programs in 2024-2025. Green's crossover mandate and selective healthcare deployment suggest confidence in valuation and clinical/commercial inflection point ahead.