Abivax S.A.

AAVXF

Held by 5 specialist biotech funds

High Convergence

Share on X

Fund Holdings

5 fund convergence

Baker Bros. Advisors Perceptive Advisors OrbiMed Advisors

Position Trend

Feb 13, 2026

$44.2M

1 fund

Feb 17, 2026

$298.0M

4 funds

+574% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 875,796Value: $118.1M

## Signal Note: Baker Bros. Initiates Position in Abivax (AAVXF) Baker Bros. taking a new concentrated position in Abivax is a high-conviction signal on obefazimod, an oral small-molecule in Phase 3 for ulcerative colitis (UC), with pivotal readouts expected in 2025 — a differentiated oral mechanism (NF-κB/AP-1 pathway modulation) in a market dominated by injectable biologics. **Note: The reported position value of ~$118B appears to be a data error** (likely ~$118M given share count and recent pricing), but even at corrected scale, this represents a meaningful new allocation from the most concentrated biotech-specialist fund, suggesting Baker's diligence on the Phase 3 maintenance data and EU regulatory trajectory is favorable. The key binary catalyst is the ongoing Phase 3 maintenance study (

Perceptive AdvisorsNEW

Know which insider moves are real

See who's buying with their own money vs. routine exercises
AI explains why each move matters right now

Start 7-Day Free Trial — $29/mo

Insider Signals

No insider signals tracked.

Also Held by These Funds

IRON5 funds RVMD5 funds PRAX4 funds AXSM4 funds CELC4 funds DYN4 funds EWTX4 funds KYMR

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

Track specialist biotech funds, insider signals, and AI analysis

Start 7-Day Free Trial

Or get the free weekly brief:

Perceptive's $61.8M entry into Abivax signals conviction in ABX464, an oral small molecule in Phase 2b for moderate-to-severe ulcerative colitis with a readout expected in 2024—a crowded space, but the drug's proposed rev-IL-6R mechanism differentiates it from standard biologics. Edelman's clinical-stage expertise and meaningful position size suggest confidence in either trial success or M&A potential, though European-listed biotech carries execution and liquidity risks worth monitoring through the UC data event.