Biotech Fund Dumps 1.85 Million Centessa Shares as Stock Jumps Over 50%

4 weeks ago 17

Jonathan Ponciano, The Motley Fool

Mon, February 23, 2026 astatine 9:29 AM CST 4 min read

Commodore Capital reduced its involvement successful Centessa Pharmaceuticals (NASDAQ:CNTA) by 1,850,000 shares successful the 4th quarter, according to a February 17, 2026, SEC filing. The estimated transaction value, based connected quarterly mean pricing, was astir $46.86 million.

According to a filing with the Securities and Exchange Commission dated February 17, 2026, Commodore Capital sold 1,850,000 shares of Centessa Pharmaceuticals successful the 4th quarter. The estimated transaction value, calculated utilizing the mean closing terms for the quarter, was $46.86 million. The fund’s quarter-end presumption worth successful Centessa declined by $44.10 million, a alteration that captures some merchantability enactment and terms movement.

Commodore Capital reduced its Centessa involvement to 1.66% of reportable AUM aft this sale.
Top holdings aft filing:
- NASDAQ:RLAY: $143.82 cardinal (9.6% of AUM)
- NASDAQ:ALKS: $99.33 cardinal (6.6% of AUM)
- NASDAQ:TYRA: $88.73 cardinal (5.9% of AUM)
- NASDAQ:XENE: $80.68 cardinal (5.4% of AUM)
- NASDAQ:SYRE: $78.24 cardinal (5.2% of AUM)
As of February 17, 2026, CNTA shares were priced astatine $24.94, up 53.4% implicit the past year, outperforming the S&P 500 by 34.19 percent points.

Metric

Value

Market capitalization	$3.35 billion
Revenue (TTM)	$15.00 million
Net income (TTM)	($242.70 million)
Price (as of marketplace adjacent 2/17/26)	$24.94

Centessa Pharmaceuticals' pipeline includes late-stage objective assets specified arsenic Lixivaptan for autosomal ascendant polycystic kidney illness and SerpinPC for hemophilia, on with early-stage candidates targeting uncommon diseases and immunological disorders.
The institution operates a research-driven concern exemplary focused connected discovering, developing, and advancing caller therapeutics done objective trials, with the extremity of achieving regulatory approvals and aboriginal commercialization.
Primary customers are expected to beryllium healthcare providers, hospitals, and specialty clinics treating patients with uncommon diseases, hematological conditions, and autoimmune disorders.

Centessa Pharmaceuticals plc is simply a clinical-stage biotechnology institution headquartered successful the United Kingdom, with a absorption connected advancing a divers pipeline of innovative medicines targeting uncommon and superior diseases. The institution leverages a portfolio approach, processing aggregate assets crossed antithetic therapeutic areas to diversify hazard and maximize objective impact. Its strategy centers connected progressing high-potential candidates done pivotal trials, aiming to code important unmet aesculapian needs and found a competitory presumption successful the biopharmaceutical sector.

Read Entire Article