DBV Technologies (DBVTF) — Perceptive Initiates $20M Position; 5-Fund Specialist Convergence

Perceptive Advisors initiated a new 964K-share position in DBV, the clinical-stage allergen immunotherapy company developing Viaskin Peanut, a epicutaneous patch targeting peanut allergy in toddlers, which is awaiting FDA resubmission following a prior Complete Response Letter related to patch adhesion and manufacturing. The simultaneous presence of Commodore, Boxer, Baker Bros., and Redmile — all specialist life science funds with strong clinical-stage track records — creates a 5-fund convergence that is a high-conviction signal ahead of what the market expects to be a near-term regulatory catalyst.

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7 quarters

Position Trend

Nov 14, 2025

$14.6M

1 fund

Feb 17, 2026

$38.6M

2 funds

May 15, 2026

$40.8M

2 funds

May 29, 2026

$20.1M

1 fund

+494% total institutional value over 18 quarters

Catalysts

No catalysts tracked.

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Activist Filings

SC 13D/ABaker Bros. Advisors10.0%Jan 14, 2026

SC 13D/ABaker Bros. Advisors17.1%Mar 31, 2025

SC 13D/ABaker Bros. Advisors25.0%Jun 13, 2022

SC 13D/ABaker Bros. Advisors23.7%Oct 11, 2019

SC 13D/ABaker Bros. Advisors18.3%Apr 9, 2019

SC 13D/ABaker Bros. Advisors16.0%Jun 26, 2018

SC 13D/ABaker Bros. Advisors16.1%Mar 23, 2018

SC 13D/ABaker Bros. Advisors14.8%Jan 30, 2017

SC 13D/ABaker Bros. Advisors15.0%Feb 16, 2016

SC 13DBaker Bros. Advisors14.9%Sep 15, 2015

SC 13G/ABaker Bros. Advisors15.1%Aug 10, 2015

SC 13GBaker Bros. Advisors9.9%Feb 17, 2015

Position Details

Perceptive AdvisorsNEW POSITIONMay 29, 2026

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Also Held by These Funds

ARGX1 fund ACAD1 fund RVMD1 fund VTVT1 fund REPL1 fund KYMR1 fund MDGL1 fund DNLI1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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