AC Immune SA

ACIU

Held by 1 specialist biotech fund

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Fund Holdings

BVF Partners

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Catalysts

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Position Details

BVF PartnersNEWFeb 17, 2026

Shares: 19,822,436Value: $62.2M

# Signal Note: BVF Partners Initiates $62.2M Position in AC Immune (ACIU) BVF's concentrated value thesis entry into ACIU (19.8M shares, ~7.6% stake) signals conviction in the company's tau-targeting Alzheimer's pipeline, particularly **semorinemab (anti-tau monoclonal antibody)** following Phase 2b data. The $62.2M position size reflects confidence in either upcoming regulatory catalysts or significant valuation disconnect relative to peer anti-amyloid/tau combinations entering late-stage development. Watch for upcoming trial readouts and partnership announcements as key value inflection points.

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Insider Signals

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Also Held by These Funds

ANNX1 fund CMPS1 fund PEPG1 fund TENX1 fund XNCR1 fund CBIO1 fund IMA1 fund IVVD

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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