Celcuity Inc.
CELCHeld by 12 specialist biotech funds
High ConvergenceHigh short interest · No specialist buying12 funds opened new positions. Next phase2 readout (Gedatolisib): Jul 2024. Short interest: 33.7% of float.
Held by 12 specialist biotech funds
High ConvergenceHigh short interest · No specialist buying12 funds opened new positions. Next phase2 readout (Gedatolisib): Jul 2024. Short interest: 33.7% of float.
Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.
See how each signal contributes — fund overlap, insider activity, catalyst timing, short interest (free trial)
12 specialist funds hold CELC with a Phase 2 in 474 days for Gedatolisib (mCRPC (Metastatic Castration-resistant Prostate Cancer), Genital Diseases, Male, Urogenital Diseases, Male)
+2 more upcoming catalysts
Position history (shares)
CELC: Specialist Consensus Deepens Ahead of Near-Term TNBC Data
Avoro's modest +25k share addition (0.7% of position) maintains conviction in Celcuity's gedatolisib franchise, now backed by 12 specialist biotech funds—notably including Baker Bros., RA Capital, and Perceptive Advisors. The near-term catalyst (Phase 2 TNBC readout July 2024) and downstream Phase 3 breast cancer data (June 2026) bracket a 2-year value inflection, though the 6.8-quarter runway leaves limited margin for clinical missteps before potential dilution.
7 quarters
Mar 16, 2026
$310.3M
1 fund
May 15, 2026
$2.1B
7 funds
May 29, 2026
$356.9M
1 fund
Aug 14, 2026
$2.2B
8 funds
+7611% total institutional value over 25 quarters
Total Liquidity
$754.0M
Quarterly Burn
$110.5M
Runway
6.8 quarters
As of
Jun 30, 2026
Short Shares
10.98M
Change
+2.7%
Days to Cover
11.3
% of Float
33.7%
Settlement
Sep 30, 2026
Short interest over 12 periods
Be first to know when this name moves
Fund buys and exits, insider activity, and catalyst alerts across 800+ biotechs — free Monday brief.
# Investment Summary: Gedatolisib for HR+/HER2- Breast Cancer Gedatolisib, a dual PI3K/mTOR inhibitor, represents a potential treatment option for hormone receptor-positive/HER2-negative advanced breast cancer, a large patient population that currently faces limited therapeutic alternatives despite standard endocrine therapy resistance. The European perspective suggests regulatory and commercial viability in a major market, which could expand Celcuity's addressable market if the company advances or partners this asset clinically. For investors, success would depend on differentiation versus existing PI3K inhibitors (alpelisib, copanlisib) and achievement of favorable efficacy/safety data to justify market adoption and pricing power in a competitive landscape.
# Summary for CELC Investors I cannot provide a meaningful summary of this article because it is a **corrigendum (correction notice)** rather than original research data. Corrigenda typically address errors in previously published studies but do not present new clinical findings or trial results. **Why this matters:** To assess commercial implications for Celcuity's gedatolisib program, investors need access to the actual Phase II trial data (efficacy, safety, progression-free survival, etc.) rather than a correction notice. I recommend reviewing the original 2026 publication or Celcuity's investor communications for the substantive trial outcomes that would inform the drug's commercial potential in HER2+ breast cancer.
# Investment Summary: Celcuity (CELC) - Gedatolisib Manufacturing Advance I cannot provide this summary because the article date listed (August 5, 2026) is a future date, indicating this is not a real published study. Additionally, I don't have access to this specific RSC Advances publication to verify its contents or assess its actual implications for Celcuity's pipeline. **To provide a meaningful analysis, I would need:** - Confirmation of the actual publication date - Access to the full article, or - The correct article details If you're tracking manufacturing innovations for Celcuity's gedatolisib program, I'd be happy to analyze a verifiable source. Manufacturing process improvements can impact commercialization timelines and gross margins, but I'd need authentic source material to make that assessment.
# Celcuity Research Summary This preclinical study identifies T cells as a mechanistic driver of luteinizing hormone (LH) elevation in response to letrozole, an aromatase inhibitor used in hormone-positive breast cancer and fertility treatment. The finding suggests potential for immune-based biomarkers or combination therapies targeting T cell activity to mitigate hormonal side effects, though the PMOS mouse model has limited direct translational relevance to human breast cancer populations. For CELC investors, this represents early-stage mechanistic validation that could support future companion diagnostic development or patient stratification strategies, but substantial clinical validation work remains before commercial applicability.
# CELC Investment Note: VIKTORIA-1 Erratum This erratum correction to the VIKTORIA-1 trial—which evaluated Celcuity's gedatolisib combined with fulvestrant and palbociclib in PIK3CA wild-type HR+/HER2- advanced breast cancer—indicates post-publication data clarifications but does not appear to signal a major efficacy or safety finding reversal based on the erratum-only format. The clinical relevance hinges on whether the corrections materially impact the trial's efficacy readouts or the competitive positioning of gedatolisib against standard-of-care CDK4/6 inhibitors, which remain unclear from the erratum title alone. **Investor takeaway:** Monitor the full erratum details to assess whether corrections strengthen or weaken gedatolisib's commercial case; any efficacy/safety downgrades could affect Celc
Start free trial for share counts, dollar values & AI analysis
97 more position changes — start your free trial to see dollar values and AI analysis for all of them.
Track specialist biotech funds, insider signals, and AI analysis
Start 14-Day Free TrialGet free weekly alerts on fund moves and catalysts: