Held by 8 specialist biotech funds
High Convergence**Signal Note: Avoro Capital $310M Initiation in Celcuity** Avoro's substantial new position signals conviction in Celcuity's gedatolisib program across multiple oncology indications, with near-term catalysts de-risking the thesis: a Phase 2 TNBC readout imminent (July 2024) and Phase 3 breast cancer data expected mid-2026, followed by a PDUFA decision (July 2026) for HR+/HER2- breast cancer.
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**Signal Note: OrbiMed $8.5M Initiation in Celcuity** OrbiMed's new position signals conviction in Celcuity's gedatolisib pipeline, particularly the HR+/HER2- breast cancer Phase 3 readout (expected June 2026) and July 2026 PDUFA—both near-term, high-stakes catalysts in a validated indication. The near-term TNBC Phase 2 readout (July 2024) and mCRPC Phase 2 (Nov 2025) provide interim validation; however, gedatolisib's earlier clinical setbacks in similar populations warrant close monitoring of efficacy/safety data against competitor PI3K inhibitors. For a tier-1 allocator to initiate at this valuation suggests confidence in either the Phase 3 readout probability or TAM expansion across multiple ind
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