ImageneBio, Inc.

IMA

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

OrbiMed Advisors BVF Partners RTW Investments

Catalysts

No catalysts tracked.

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 6,589,455Value: $22.7M

# Signal Note: OrbiMed Initiates $22.7M Position in ImageneBio OrbiMed's entry into IMA suggests conviction in the company's pipeline, likely driven by ImageneBio's lead program in in vivo gene editing for retinal diseases. The timing aligns with anticipated clinical data readouts; OrbiMed typically initiates positions ahead of near-term catalysts that could de-risk the platform. Monitor for Phase 1/2 updates on their retinal dystrophy programs, which represent the near-term value inflection point.

BVF PartnersNEWFeb 17, 2026

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Insider Signals

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Also Held by These Funds

IRON3 funds AXSM3 funds CMPS3 funds CGEM3 funds GPCR3 funds NBIX2 funds APLS2 funds ARGX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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# Signal Note: BVF Partners Initiates IMA Position Biotech value investor Mark Lampert's $5.5M entry into ImageneBio suggests conviction in the company's pipeline, likely driven by upcoming clinical milestones or valuation dislocations in its cell therapy programs. The position size (~3.6% of recent float) indicates material conviction despite IMA's historically volatile trading, typical of early-stage immuno-oncology plays awaiting Phase 2 data readouts. Monitor for upcoming presentations or trial updates in 2024-2025 that could validate the thesis.