PMV Pharmaceuticals, Inc.

PMVP

Held by 2 specialist biotech funds

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Fund Holdings

Deerfield Management OrbiMed Advisors

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Catalysts

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Position Details

Deerfield ManagementNEWFeb 17, 2026

Shares: 8,790Value: $11K

**Signal Note: Deerfield initiates PMVP position** Deerfield's $11K entry into PMV Pharmaceuticals signals conviction in the company's lead asset PC786, a selective p53 reactivator in development for TP53 wild-type cancers (currently in Phase 2 for solid tumors). The relatively modest position size suggests exploratory conviction rather than conviction-level conviction, likely ahead of near-term clinical readouts or upcoming investor day updates.

OrbiMed AdvisorsNEWFeb 17, 2026

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Insider Signals

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Also Held by These Funds

IRON2 funds PRAX2 funds ALNY2 funds SPRY2 funds EWTX2 funds EW2 funds CMPS2 funds UTHR

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: OrbiMed Initiates $6.2M Position in PMV Pharmaceuticals OrbiMed's new 4.98M-share stake in PMVP signals conviction in the company's lead asset, PC786, a selective p53 reactivator in development for TP53 wild-type cancers (notably ovarian and endometrial). The timing likely reflects confidence in near-term clinical catalysts, as PC786 has shown preliminary efficacy signals warranting continued investment despite PMVP's modest market cap and capital requirements. OrbiMed's entry provides validation from a tier-1 investor with deep oncology expertise, though investors should monitor clinical readouts and cash runway closely.