Celldex Therapeutics Inc.

CLDX

Held by 5 specialist biotech funds

High Convergence

Share on X

Fund Holdings

5 fund convergence

Baker Bros. Advisors Rock Springs Capital Redmile Group

Position Trend

Feb 13, 2026

$44.6M

1 fund

Feb 17, 2026

$114.2M

4 funds

+156% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 665,370Value: $18.1M

## Signal Note: Baker Bros. Initiates Position in Celldex Therapeutics (CLDX) **Note: The reported position value of ~$18B appears to be a data error — 665,370 shares at recent CLDX prices (~$27-30) would be worth approximately $18-20M, which is the plausible figure.** Baker Bros. building a new position in CLDX is notable given their concentrated, high-conviction biotech strategy and strong track record of positioning ahead of clinical catalysts. Celldex's lead asset is barzolvolimab, an anti-KIT monoclonal antibody in Phase 2/3 for chronic spontaneous urticaria (CSU) and chronic inducible urticaria (CIndU), with pivotal data readouts expected in 2025 — a mechanism differentiated from the anti-IgE/

Rock Springs CapitalNEW

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Insider Signals

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Also Held by These Funds

KYMR4 funds NRIX4 funds XENE4 funds ALKS3 funds ARGX3 funds AMLX3 funds NGNE3 funds CNTA

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Rock Springs Capital Initiates CLDX Position Rock Springs' $18.8M entry into Celldex suggests conviction in the company's near-term clinical catalysts, likely centered on glembatumumab vedotin (CLBV) in resected melanoma (Phase 2b ASCO readout expected H1 2025) and/or vobramitamab in ovarian cancer (Phase 2 data ongoing). The healthcare specialist's concentrated strategy and meaningful position size indicate confidence in one or more of these assets reaching inflection points, though execution risk remains material given CLDX's historical volatility and need for Phase 3 advancement.