Held by 5 specialist biotech funds
High Convergence# Signal Note: OrbiMed Entry into AVTX OrbiMed's $21.6M inaugural position in Avalo signals confidence in the company's clinical pipeline, likely anchored by AVTX-301 (iptacopan) for IgA nephropathy, which completed Phase 2b dosing in 2024 with Phase 3 readout expected in 2025.
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# Signal Note: BVF Partners Initiates AVTX Position Mark Lampert's concentrated biotech value fund entering AVTX with a $24.6M stake signals conviction in Avalo's pipeline, likely driven by upcoming catalysts in rare disease programs—particularly AVTX-002 (inflammatory neuropathies) and AVTX-003 (fibrosis). The 1.36M share position suggests Lampert sees value either ahead of clinical readouts or following recent valuation compression, typical of his contrarian approach to underfollowed biotech names.
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