Weekly Report ·

BioHedge Weekly

13D/13G filings from 18 institutional investors, cross-referenced with trial events and regulatory filings. Part of the RxDataLab platform with clinical trials, SEC filings, and hedge fund positioning, linked by company.

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12
Filings
8
Activist (13D)
2
New Positions
10
Companies

Weekly Filing Volume

13D (Activist) 13G (Passive) This week

Filings This Week

Fund / CompanyOwnership & Type
Perceptive Advisors
MeiraGTx Holdings plc (MGTX) Financing Warrants
12.6% -0.3
13D/A [SEC]

Agreements · Perceptive Credit Holdings III, L.P. entered into a senior secured financing arrangement with MeiraGTx Holdings plc, providing an initial $75 million term loan and an additional $25 million term loan tranche. In connection with this, MeiraGTx issued warrants exercisable for 700,000 Ordinary Shares, with the exercise price adjusted to $8.00 per share.

Redmile Group
ADC Therapeutics SA (ADCT)
9.9%
13G/A [SEC]
Redmile Group
Nurix Therapeutics, Inc. (NRIX)
9.9%
13G/A [SEC]
OrbiMed
Prelude Therapeutics Inc (PRLD) Investment
16.0%
13D/A [SEC]

The Reporting Persons intend to review their investment in Prelude Therapeutics Inc. based on various factors and may acquire or dispose of shares in the future. They have not formulated any plans or proposals for extraordinary corporate transactions, changes to the board or management, or alterations to the company's capitalization or business structure.

RA Capital Management
Acrivon Therapeutics, Inc. (ACRV)
28.8% +7.2
13D/A [SEC]
Perceptive Advisors
Spyre Therapeutics, Inc. (SYRE)
5.0%
New 13G [SEC]
Baker Brothers Advisors
Prelude Therapeutics Inc (PRLD) Financing Lock Up
15.5% -8.0
13D/A [SEC]

Baker Brothers Advisors' entities, 667 and Life Sciences, purchased 114,601 and 2,137,651 Prefunded Warrants, respectively, in Prelude Therapeutics' public offering. The Prefunded Warrants were priced at $4.4399 per warrant, with an exercise price of $0.0001 per share, and were acquired using working capital.

Agreements · Dr. Scherer, a director, entered into a Lock-Up Agreement effective April 20, 2026, restricting him from selling or transferring any beneficially owned Common Stock or related securities until June 19, 2026, without the underwriters' consent. The filing also incorporates by reference the terms of the Prefunded Warrants purchased in the offering.

Redmile Group
FATE THERAPEUTICS INC (FATE) Other Other
14.9%
13D/A [SEC]

Agreements · RedCo II Master novated swap agreements to Special Purpose Vehicles (SPVs) on a pro-rata basis without consideration, maintaining the original terms and economic exposure.

Perceptive Advisors
SUTRO BIOPHARMA, INC. (STRO)
5.4%
New 13G [SEC]
RA Capital Management
Vor Biopharma Inc. (VOR)
19.9%
13D/A [SEC]
OrbiMed
Sionna Therapeutics Inc. (SION) Investment
6.6% -1.8
13D/A [SEC]

The Reporting Persons intend to review their investment in Sionna Therapeutics Inc. based on various factors, including the Issuer's business, financial condition, and market conditions. They may acquire or dispose of shares or other securities of the Issuer in the open market or privately negotiated transactions, but have not formulated any plans for extraordinary corporate transactions, changes to the board or management, or material changes to the Issuer's capitalization or business structure.

Fairmount Funds Management LLC
Spyre Therapeutics, Inc. (SYRE) Disposition Lock Up
10.0%
13D/A [SEC]

Agreements · In connection with Spyre Therapeutics' public offering, Fairmount Funds Management LLC entered into a 60-day lock-up agreement, restricting the sale of company securities without underwriter consent. Fairmount Funds Management LLC did not participate in the offering.

New Positions

Funds disclosing more than 5% ownership in a company for the first time.

Fund / CompanyOwnership & Type
Perceptive Advisors
SUTRO BIOPHARMA, INC. (STRO)
5.4%
SC 13G [SEC]
Perceptive Advisors
Spyre Therapeutics, Inc. (SYRE)
5.0%
SC 13G [SEC]

Multi-Fund Activity

Companies with filings from multiple institutional investors this week.

CompanyFundsNet Change
Prelude Therapeutics Inc (PRLD)2+8.0%
Spyre Therapeutics, Inc. (SYRE)2+0.6%

About This Data

Schedule 13D/13G filings are SEC disclosures that report beneficial ownership. They are required when an investor acquires more than 5% of a company's shares. Schedule 13D filings indicate activist intent (potential influence over company direction), while 13G filings indicate passive investment.

New positions are filings where a fund discloses more than 5% ownership in a company for the first time.

We track 18 biotech-focused institutional investors with known sector expertise.

Data from RxDataLab and the SEC.

See the full picture on fund positions.

The RxDataLab platform cross-references each position with regulatory filings, insider trades, and clinical trial data. All linked to original sources.

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Get next week's BioHedge Weekly by email

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or email [email protected]