Ascendis Pharma A/S

ASND

Held by 6 specialist biotech funds

High Convergence

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Fund Holdings

6 fund convergence

Avoro Capital Advisors OrbiMed Advisors Driehaus Capital

Position Trend

Feb 17, 2026

$2536.4M

5 funds

Mar 16, 2026

$1089.9M

1 fund

-57% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management16.1%Nov 14, 2024

SC 13G/ARA Capital Management17.5%Feb 14, 2024

SC 13G/A

Position Details

Avoro Capital AdvisorsNEWMar 16, 2026

Shares: 5,111,111Value: $1089.9M

# Signal Note: Avoro Capital Initiates $1.1B Position in Ascendis Pharma Avoro's substantial new position signals confidence in Ascendis's late-stage pipeline, particularly TransCon Growth Hormone (lonapegsomatropin) for growth hormone deficiency, which has generated positive Phase 3 data and faces an anticipated FDA decision in 2024. The $1.1B entry represents a meaningful bet on approval and commercial execution, with the program addressing an underserved patient population in both pediatric and adult segments. This move by a top-tier biotech specialist suggests institutional conviction on near-term catalysts and potential valuation re-rating post-regulatory milestone.

OrbiMed AdvisorsNEW

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Insider Signals

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Also Held by These Funds

SION4 funds EWTX4 funds RYTM4 funds NBIX3 funds RNA3 funds PTN3 funds IRON3 funds FOLD

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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**Signal Note: OrbiMed Initiates $36.7M Position in Ascendis** OrbiMed's new $36.7M stake in Ascendis likely reflects conviction around lonapegsomatropin (TransCon Growth Hormone), a once-weekly growth hormone therapy with sustained PDUFA action expected in late 2024, targeting a $1.5B+ addressable market in pediatric GHD and adult GHD. The vote-of-confidence from a top-tier healthcare allocator signals confidence in regulatory approval timing and commercial potential, though execution risk remains on label breadth and payer adoption relative to daily GH analogs.