CytomX Therapeutics Inc.

CTMX

Held by 4 specialist biotech funds

High Convergence

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Fund Holdings

4 fund convergence

Baker Bros. Advisors OrbiMed Advisors Perceptive Advisors

Catalysts

No catalysts tracked.

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 4,250,826Value: $18.1M

**Signal Note: Baker Bros. initiates large position in CytomX Therapeutics (CTMX)** Baker Bros. taking a new concentrated position in CTMX is notable given their track record of high-conviction bets in clinical-stage biotech; CytomX's lead asset is CX-904, a conditionally activated bispecific antibody targeting EpCAM×CD3 in solid tumors, with the Probody platform designed to limit on-target/off-tumor toxicity — a key differentiator in the crowded T-cell engager space. The position size (likely reflecting a significant stake in CTMX's small ~$300-500M market cap, though the $18.1B reported value appears to be a data error and should be verified) suggests Baker sees meaningful upside ahead of upcoming clinical data readouts for CX-904 and partnered programs with Bristol-

OrbiMed AdvisorsNEW

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Insider Signals

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Also Held by These Funds

XENE4 funds AAVXF3 funds IRON3 funds ANRO3 funds BCRX3 funds CNTA3 funds CTNM3 funds PRAX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Initiates $15M Position in CytomX OrbiMed's new $15M stake in CTMX signals conviction in the company's lead asset, probody-drug conjugate (PDC) platform and its clinical pipeline, particularly in oncology where PDCs aim to improve tumor selectivity over traditional ADCs. The timing suggests confidence in near-term catalyst visibility, likely tied to ongoing Phase 2 data readouts for lead programs CytomX-004 (in solid tumors) and partnerships with major pharma partners like Bristol Myers Squibb. As one of healthcare's most selective institutional investors, OrbiMed's entry typically precedes inflection points in clinical or commercial milestones.