BELITE BIO, INC

BLTE

Held by 5 specialist biotech funds

High Convergence

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Fund Holdings

5 fund convergence

Perceptive Advisors RA Capital Management RTW Investments

Position Trend

Feb 13, 2026

$61.3M

1 fund

Feb 17, 2026

$287.3M

4 funds

+369% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Perceptive AdvisorsNEWFeb 17, 2026

Shares: 414,239Value: $66.3M

# Signal Note: Perceptive Advisors Initiates BLTE Position Perceptive's $66.3M entry into Belite Bio signals confidence in the company's lead program, ALX001, a C5 complement inhibitor for geographic atrophy (GA)—a large, underserved indication with limited approved therapies. The timing suggests conviction ahead of near-term clinical milestones, likely Phase 2b data readout expected in 2024-2025 that could validate efficacy and position ALX001 competitively against other complement inhibitors in development. Edelman's track record backing clinical-stage biotech with clear regulatory pathways makes this a notable validation of Belite's clinical strategy.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

IRON5 funds SYRE4 funds ISRG4 funds PRAX4 funds BBNX4 funds EWTX4 funds MDLN4 funds CELC

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: RA Capital Initiates $69.2M Position in Belite Bio RA Capital's $69.2M entry into BLTE signals conviction in the company's late-stage pipeline for inherited retinal diseases, likely driven by upcoming clinical catalysts in programs like perpetual choroid dystrophy (PCD) and Stargardt disease where unmet need remains high. Kolchinsky's involvement typically indicates confidence in both the science and commercial opportunity, though BLTE's clinical-stage status carries binary execution risk tied to upcoming trial readouts. Near-term catalyst visibility and regulatory pathway clarity will be critical determinants of the thesis's viability.