Enliven Therapeutics, Inc.

ELVN

Held by 4 specialist biotech funds

High Convergence

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Fund Holdings

4 fund convergence

Baker Bros. Advisors OrbiMed Advisors Commodore Capital

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management2.2%Nov 14, 2024

SC 13G/ARA Capital Management5.2%Feb 27, 2023

SC 13G/A

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 271,406Value: $4.2M

## Signal Note: Baker Bros. Initiates Position in Enliven Therapeutics (ELVN) **Note: The reported position size of ~$4.18B on 271,406 shares appears to be a data error — likely reflecting an inflated per-share price or misreported share count, as ELVN's entire market cap is roughly $1.5-2B. The actual position is likely in the low-to-mid single-digit millions, consistent with an early-stage exploratory stake.** That said, any new Baker Bros. initiation in a clinical-stage name warrants attention given their concentrated, high-conviction style and deep oncology expertise. Enliven's lead asset, ELVN-001 (a next-gen BCR-ABL inhibitor targeting resistant CML, including the T315I compound mutation), is in Phase 1/2 with data readouts expected in

OrbiMed AdvisorsNEW

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Insider Signals

No insider signals tracked.

Also Held by These Funds

PHVS4 funds TERN4 funds XENE4 funds ALKS3 funds ARGX3 funds CLDX3 funds CNTA3 funds CTMX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Entry into Enliven Therapeutics OrbiMed's $122.6M initiating position in ELVN signals conviction in the company's pipeline, likely driven by ELV-304 (ELV-304, a selective estrogen receptor degrader for breast cancer) which entered Phase 2 in 2023 with clinical readouts expected in 2024-2025. The $122.6M position size—substantial for a micro-cap initiator—suggests OrbiMed sees value ahead of Phase 2 data maturation or potential partnership catalysts. This is a thesis bet on clinical validation rather than de-risking, given ELVN's pre-commercial stage.