Sagimet Biosciences Inc.

SGMT

Held by 1 specialist biotech fund

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Fund Holdings

Baker Bros. Advisors

AI Signal

## Baker Bros.

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Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ABaker Bros. Advisors5.0%Nov 14, 2024

SC 13GBaker Bros. Advisors6.8%Feb 14, 2024

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 952,996Value: $5.6M

## Baker Bros. Initiates Large Position in Sagimet Biosciences (SGMT) Baker Brothers, the premier biotech-concentrated fund known for high-conviction bets, has built a substantial new position in Sagimet, a liver-focused company developing denifanstat (FASN inhibitor) for MASH/NASH — a therapeutic area with massive unmet need following Madrigal's Rezdiffra approval validating the market. **Note: The reported position value of ~$5.6B appears anomalous relative to SGMT's market cap and likely reflects a data/filing error; the share count (~953K shares) is more plausible and would represent a position in the low tens of millions.** The key catalyst is the ongoing FASCINATE-3 Phase 2b/3 trial in biopsy-confirmed MASH, with denifanstat

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Insider Signals

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Also Held by These Funds

ABSI1 fund AAVXF1 fund ALGS1 fund ALKS1 fund ALMS1 fund FDMT1 fund ARGX1 fund RCUS

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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