enGene Holdings Inc.

ENGNW

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

Perceptive Advisors BVF Partners Eventide Asset Management

Position Trend

Feb 13, 2026

$8.6M

1 fund

Feb 17, 2026

$55.4M

2 funds

+546% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Perceptive AdvisorsNEWFeb 17, 2026

Shares: 5,869,076Value: $53.0M

# Signal Note: Perceptive Advisors Initiates $53M Position in enGene Holdings Perceptive's entry into enGene (5.9M shares) signals conviction in the company's ex vivo liver gene therapy platform, primarily focused on hemophilia and other hepatic genetic disorders. Edelman's track record backing clinical-stage assets suggests confidence in near-term catalysts, likely including upcoming Phase 2 data readouts for the lead hemophilia program that could validate durability and dosing of the liver-directed approach. The $53M stake size indicates meaningful conviction but represents a modest allocation, suggesting measured risk appetite around regulatory and clinical execution risks inherent in early-stage gene therapy.

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Insider Signals

No insider signals tracked.

Also Held by These Funds

IVVD3 funds AAVXF3 funds KYMR3 funds AXSM3 funds IRON3 funds MIRM3 funds OLMA3 funds RVMD

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: BVF Partners Initiates Position in enGene Holdings **Summary:** Concentrated value investor Mark Lampert's BVF Partners established a ~$2.4M position in enGene (945k shares), signaling conviction in the company's gene therapy pipeline. enGene's lead program targets inherited retinal disease (IRD) via subretinal AAV delivery, with Phase 1/2 data expected in 2024-2025 that could validate its proprietary ENG101 construct and manufacturing approach. **Relevance:** BVF's entry into a small-cap biotech suggests technical/clinical risk has de-risked sufficiently or valuation presents asymmetric upside; watch for upcoming clinical readouts and any partnership announcements that would validate the platform.