NeuroPace Inc

NPCE

Held by 2 specialist biotech funds

Share on X

Fund Holdings

Driehaus Capital OrbiMed Advisors

AI Signal

AI analyst context — unlock full analysis

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 1,511,289Value: $23.3M

# Signal Note: Driehaus Growth Entry into NeuroPace (NPCE) Driehaus Capital's $23.3M initiation suggests confidence in NPCE's neuromodulation franchise, likely driven by recent FDA approvals expanding its RNS System beyond epilepsy into treatment-resistant depression (TRD) and obsessive-compulsive disorder (OCD). The growth-focused fund's entry timing aligns with NPCE's inflection toward higher-margin procedural revenue as reimbursement stabilizes post-approval, with peak sales potential across these indications still early in adoption curves. Key execution risk remains scaling sales infrastructure and insurance coverage expansion throughout 2024-2025.

OrbiMed AdvisorsNEW

More NPCE Analysis

Insider buy/sell details with names, titles, and amounts
AI-generated context for every signal

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

RNA2 funds ANRO2 funds ARGX2 funds PRAX2 funds ALNY2 funds AXSM2 funds ASND2 funds EWTX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

**Signal Note: OrbiMed Initiates $37.2M Position in NeuroPace (NPCE)** OrbiMed's entry suggests conviction in NPCE's RNS System, a neuromodulation device for drug-resistant epilepsy with FDA approval and expanding reimbursement coverage. The timing may reflect anticipated 2024-2025 adoption acceleration and potential label expansion studies, as the device addresses a ~30% of epilepsy patients unresponsive to pharmacotherapy.