SAB Biotherapeutics, Inc.

SABSW

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

RA Capital Management Perceptive Advisors Commodore Capital

Catalysts

No catalysts tracked.

Activist Filings

SC 13D/ARA Capital Management9.9%Mar 23, 2026

SC 13D/ARA Capital Management9.9%Mar 11, 2026

SC 13D

Position Details

RA Capital ManagementNEWFeb 17, 2026

Shares: 4,401,500Value: $16.5M

RA Capital initiated a $16.5M position in SAB Biotherapeutics, likely signaling conviction in their polyclonal antibody platform, which offers potential advantages over monoclonal approaches in complex indications. Key near-term catalysts include clinical progress in their RSV program (partnered with Emergent BioSolutions) and expansion into additional infectious disease indications where polyclonal breadth may provide therapeutic benefit. Kolchinsky's entry suggests confidence in SAB's technology differentiation and partnership monetization despite the company's historically challenged equity story.

Perceptive AdvisorsNEW

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Insider Signals

No insider signals tracked.

Also Held by These Funds

PALI3 funds CTNM3 funds NUVL3 funds SYRE3 funds PEPG3 funds AVTX3 funds SLDB2 funds AMLX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Perceptive Initiates SAB Biotherapeutics Position Edelman's $3M entry into SABSW suggests conviction in SAB's polyclonal antibody platform, likely driven by upcoming clinical readouts or partnering catalysts in their lead programs (RSV, influenza, and other respiratory pathogens). The position sizing and Perceptive's clinical-stage expertise indicates belief in either near-term data or strategic value realization, though SAB's capital structure and clinical timeline merit careful diligence given prior biotech volatility.