Edgewise Therapeutics, Inc.

EWTX

Held by 7 specialist biotech funds

High Convergence

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Fund Holdings

7 fund convergence

Baker Bros. Advisors OrbiMed Advisors Driehaus Capital

Position Trend

Feb 13, 2026

$14.1M

1 fund

Feb 17, 2026

$1040.7M

6 funds

+7279% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management9.9%Nov 14, 2025

SC 13G/ABaker Bros. Advisors6.9%Aug 14, 2025

SC 13G

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 6,575,940Value: $163.2M

## Signal Note: Baker Bros. Initiates Major Position in Edgewise Therapeutics (EWTX) Baker Brothers, the largest biotech-dedicated fund known for extremely concentrated, high-conviction bets, initiated a new position in EWTX — a significant signal given their track record of early positioning ahead of pivotal catalysts. Edgewise's lead asset, sevasemten (EDG-5506), is a novel cardiac myosin inhibitor in Phase 2/3 development for obstructive hypertrophic cardiomyopathy (oHCM), differentiating from Bristol-Myers' mavacamten on selectivity and potentially a cleaner safety/monitoring profile; Phase 3 MAPLE-HCM topline data is anticipated in 2026. **Note:** The reported dollar value (~$163B) appears to be a filing anomaly — based on ~6

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Insider Signals

No insider signals tracked.

Also Held by These Funds

RNA3 funds SION3 funds CTMX3 funds PRAX3 funds NUVL3 funds SYRE3 funds LLY3 funds JBIO

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Initiates $385M Position in Edgewise Therapeutics OrbiMed's substantial entry into EWTX signals conviction in seribantumab (EDG-5506), a myostatin inhibitor in Phase 2 for facioscapulohumeral muscular dystrophy (FSHD), a rare progressive disease with limited treatment options and ~16,000 US patients. The timing suggests confidence ahead of anticipated Phase 2 data readouts, likely driving near-term catalysts. This represents a meaningful allocation from one of biotech's most selective institutional investors, typically indicating rigorous due diligence on clinical and commercial fundamentals.