Tectonic Therapeutic, Inc.

TECX

Held by 2 specialist biotech funds

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Fund Holdings

Baker Bros. Advisors OrbiMed Advisors

AI Signal

**Signal Note: Baker Bros.

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Catalysts

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Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 903,400Value: $18.8M

**Signal Note: Baker Bros. Advisors Initiates Position in Tectonic Therapeutic (TECX)** Baker Bros. taking a new concentrated position in TECX is a high-conviction signal worth flagging — the firm's track record of early-stage biotech bets that reach inflection points is well-documented. Note: the reported position value of ~$18.8B appears to be a data error (likely ~$18.8M given 903,400 shares at ~$20-21/share), but even at corrected scale, a new Baker position in a small-cap is notable. Tectonic's lead asset is TX-864, an oral small-molecule positive allosteric modulator of GLP-1R targeting obesity/metabolic disease — a white-hot therapeutic space — with Phase 1 data readouts expected in 2025, which likely represents the near-term catalyst Baker

OrbiMed AdvisorsNEW

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Insider Signals

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Also Held by These Funds

AAVXF2 funds ALMS2 funds ARGX2 funds IRON2 funds BCRX2 funds CTMX2 funds PRAX2 funds DYN

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Initiates $12M Position in TECX OrbiMed's new $12M stake in Tectonic signals confidence in the company's precision medicine platform targeting genetically-defined diseases, particularly its lead program in autosomal dominant polycystic kidney disease (ADPKD). The position timing likely reflects anticipated near-term catalysts, potentially including clinical data readouts or regulatory milestones for its TECT program. This validates Tectonic's differentiated approach in a market with significant unmet need, though investors should monitor upcoming trial results closely.