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DBVTF: 5 Funds Holding, Catalyst in 47d | BiotechEdge

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Home›Companies›DBV Technologies S.A. (DBVTF)

DBV Technologies S.A.

DBVTF

Held by 5 specialist biotech funds

High Convergence

5 funds opened new positions. Next phase3 readout (Viaskin Peanut 250µg): Nov 2019.

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Data sourced from SEC EDGAR and ClinicalTrials.gov. Not investment advice.

Signal Score

5.3/10

5 funds opened new positions●●

No recent insider activity●●

Phase3 readout in 47 days●●

Held by 5 specialist funds●●

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Conviction + Catalyst

5 specialist funds hold DBVTF with a Phase 3 in 47 days (Allergy, Peanut Allergy)

Baker Bros. Advisors Commodore Capital Perceptive Advisors Redmile Group Boxer Capital

Fund Holdings

5 fund convergence

Baker Bros. AdvisorsHeld 7Q

Commodore Capital

Perceptive AdvisorsHeld 2Q ↑

Redmile GroupHeld 3Q ↓

Position history (shares)

Baker Bros. Advisors

7Q Perceptive Advisors

2Q Redmile Group

AI Signal

Commodore Capital (Egen Atkinson & Michael Kramarz), a healthcare specialist, fully exited its position in DBV Technologies (DBVTF), a clinical-stage company developing Viaskin Patch epicutaneous immunotherapy for peanut allergy, removing a previously held stake to zero. The exit is a cautionary signal given DBV's history of FDA setbacks on Viaskin Peanut and ongoing regulatory uncertainty around its BLA resubmission pathway.

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7 quarters

Position Trend

Feb 17, 2026

$38.6M

2 funds

May 15, 2026

$40.8M

2 funds

May 29, 2026

$20.1M

1 fund

Aug 14, 2026

$57.8M

3 funds

+1603% total institutional value over 19 quarters

Catalysts

Phase 3Q4 2019Viaskin Peanut 250µgPeanut AllergyNCT03013517

Primary: % of subjects originating from the active arm of PEPITES reaching an Eliciting Dose (ED) ≥ 1,000 mg after 24 months of additional treatment in PEOPLE (Month 24)Enrollment:300/300Sites: 31NA, TREATMENT

Phase 3Q4 2025DBV712Allergy, PeanutNCT05741476

Primary: DBPC Treatment Period: Percentage of Treatment Responders in the DBV712 250 mcg Group Compared to Placebo Group (At Month 12)Enrollment:Target 600Sites: 87RANDOMIZED, TRIPLE, TREATMENT

Phase 3Q4 2026Allergy, Peanut AllergyNCT07003919

Primary: DBPC Treatment Period: Adverse Events (AEs), Treatment-Emergent Adverse Events (TEAEs), and Serious Adverse Events (SAEs) (Through DBPC Treatment Period, 6 months)Enrollment:Target 480Sites: 91RANDOMIZED, TRIPLE, TREATMENT

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Activist Filings

SC 13GRA Capital Management5.8%Aug 6, 2026

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

Baker Bros. AdvisorsHELDAug 14, 2026

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Also Held by These Funds

CRNX1 fund MIRM1 fund GLUE1 fund IMTX1 fund ABCL1 fund IDYA1 fund INSM1 fund NTLA1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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