Investment Manager Loads Up on CELC Stock, Adds 135,000 Shares, According to Latest SEC Filing

1 week ago 16

Jake Lerch, The Motley Fool

Fri, March 6, 2026 astatine 8:39 AM CST 4 min read

On February 17, 2026, Boxer Capital Management, LLC disclosed a bargain of 135,000 shares of Celcuity (NASDAQ:CELC), an estimated $11.10 cardinal commercialized based connected quarterly mean pricing.

According to a February 17, 2026, SEC filing, Boxer Capital Management, LLC accrued its involvement successful Celcuity by 135,000 shares during the 4th fourth of 2025. The estimated transaction worth was $11.10 cardinal based connected the mean closing terms for the period. As of December 31, 2025, the position’s reported worth was $22.44 million, up $18.00 cardinal from the anterior 4th owed to some trading enactment and terms changes.

Boxer Capital added to its Celcuity position, which present represents 4.9% of the fund’s 13F reportable assets.

Top holdings aft the filing:

NASDAQ:TNGX: $96.36 cardinal (21.1% of AUM)
NASDAQ:RVMD: $31.86 cardinal (7.0% of AUM)
NASDAQ:KOD: $31.76 cardinal (7.0% of AUM)
NASDAQ:KYMR: $25.61 cardinal (5.6% of AUM)
NASDAQ: CELC: $22.44 cardinal (4.9% of AUM)

As of February 17, 2026, Celcuity shares were priced astatine $107.32, up 741.1% implicit the past year, outperforming the S&P 500 by 721.3 percent points.

Metric

Value

Price (as of marketplace adjacent February 17, 2026)	$107.32
Market capitalization	$4.97 billion
Net income (TTM)	($162.72 million)
One-year terms change	741.1%

Celcuity develops molecularly targeted therapies for cancer, with cardinal products including the CELsignia diagnostic level and the investigational cause Gedatolisib for bosom crab treatment.
The institution operates a clinical-stage biotechnology concern model, generating worth done the improvement and imaginable commercialization of proprietary diagnostics and therapeutics, with aboriginal gross expected from merchandise approvals and partnerships.
Primary customers are healthcare providers and oncologists treating patients with hormone receptor positive, HER2-negative, and precocious oregon metastatic bosom crab successful the United States.

Celcuity is simply a clinical-stage biotechnology institution focused connected precision oncology, leveraging its proprietary CELsignia level to place abnormal cellular signaling successful crab cells and usher targeted therapy development. The company’s pipeline includes innovative diagnostic and therapeutic candidates, with a strategical accent connected addressing unmet needs successful bosom and ovarian cancer.

Celcuity’s competitory vantage lies successful its integrated attack to diagnostics and therapeutics, underpinned by partnerships specified arsenic its licence statement with Pfizer for Gedatolisib.

Boxer Capital, a California-based concern firm, precocious disclosed the acquisition of much than 135,000 shares of Celcuity, a biotech stock. Here are immoderate cardinal takeaways for investors.

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