Beam Therapeutics Inc.

BEAM

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

Casdin Capital RTW Investments Redmile Group

Catalysts

No catalysts tracked.

Position Details

Casdin CapitalNEWFeb 17, 2026

Shares: 1,600,000Value: $44.4M

# Signal Note: Casdin Capital Initiates $44.4M Position in Beam Therapeutics Casdin's entry into BEAM likely reflects confidence in the company's lead program, BEAM-101 (exagamglogene autogedtemcel) for sickle cell disease, which achieved primary efficacy endpoints in Phase 1/2 and is advancing toward potential BLA submission in 2025. The $44.4M stake (1.6M shares) signals conviction in base editing technology as a differentiated approach versus competing CRISPR therapies, with near-term inflection points including regulatory feedback and competitive positioning against Vertex/CRISPR Therapeutics in ex vivo cell therapy.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

NGNE3 funds COGT2 funds TSHA2 funds KLRS2 funds TEM2 funds REPL2 funds ABSI2 funds STOK

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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**Signal Note: RTW Initiates BEAM Position** RTW's $15.8M entry into Beam Therapeutics signals conviction in its base editing pipeline, likely driven by near-term catalysts in its lead program BEAM-101 (sickle cell/beta-thalassemia) heading toward pivotal data or regulatory milestones in 2024-2025. Base editing represents a differentiated approach to genetic medicine with potentially durable single-dose outcomes, positioning BEAM ahead of conventional gene therapy competitors on durability metrics.