Denali Therapeutics Inc.

DNLI

Held by 2 specialist biotech funds

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Fund Holdings

Baker Bros. Advisors Casdin Capital

AI Signal

**Signal Note: Baker Bros.

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Catalysts

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Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 3,731,695Value: $61.6M

**Signal Note: Baker Bros. Initiates Large Position in Denali Therapeutics (DNLI)** Baker Bros.' new ~3.7M share position in DNLI is notable given their concentrated, high-conviction approach in biotech; however, the reported $61.6B notional value appears to be a data error (DNLI's entire market cap is ~$3-4B), suggesting the position is likely ~$61.6M, which would still represent a meaningful stake. Denali's lead asset is tividenib (DNL788), an oral RIPK1 inhibitor in Phase 2 for multiple sclerosis and other neuroinflammatory indications, with key clinical readouts expected in 2025 that could be the catalyst driving Baker's entry. The timing aligns with growing investor interest in next-generation neuroinflammation targets beyond traditional anti-CD20 therap

Casdin CapitalNEW

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Insider Signals

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Also Held by These Funds

ABSI2 funds CTNM2 funds INCY2 funds GLUE2 funds NGNE2 funds RVMD2 funds GPCR2 funds TSHA

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Casdin Capital Entry into DNLI Casdin's $30.4M initiation in Denali suggests confidence in the company's neurodegenerative pipeline, likely driven by upcoming Phase 2 data for DNL788 (tau/neuroinflammation) and DNL126 (Parkinson's disease), both expected in 2024-2025. The biotech-focused investor's entry at current valuation (stock ~$16.50) indicates potential asymmetric risk/reward ahead of clinical readouts that could validate Denali's tau-targeting platform.