Redmile Group disclosed a purchase of 1,316,390 shares of Scholar Rock Holding Company (NASDAQ:SRRK) in a February 17, 2026, SEC submitting, with the estimated transaction worth at $49.37 million primarily based on quarterly common pricing.
In accordance with a SEC submitting dated February 17, 2026, Redmile Group, LLC elevated its place in Scholar Rock Holding Company by 1,316,390 shares in the course of the fourth quarter. The estimated commerce dimension was $49.37 million primarily based on the typical share worth for the quarter. The quarter-end worth of the place elevated by $84.58 million, which displays each the extra shares acquired and the impression of market worth actions.
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Redmile Group’s purchase lifts its stake in Scholar Rock Holding Company to 16.94% of the fund’s 13F reportable belongings beneath administration.
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Prime holdings after the submitting:
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NASDAQ:SRRK: $229.98 million (16.9% of AUM)
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NASDAQ:KRYS: $167.08 million (12.3% of AUM)
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NASDAQ:NRIX: $153.54 million (11.3% of AUM)
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NASDAQ:STOK: $128.04 million (9.4% of AUM)
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NASDAQ:IMNM: $122.83 million (9.0% of AUM)
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As of February 17, 2026, shares of Scholar Rock Holding Company have been priced at $46.45, up 25.7% over the previous yr and outperforming the S&P 500 by 13.39 proportion factors.
|
Metric |
Worth |
|---|---|
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Worth (as of market shut 2026-02-17) |
$46.45 |
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Market Capitalization |
$4.78 billion |
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Internet Earnings (TTM) |
$-353.43 million |
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One-Yr Worth Change |
25.71% |
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Scholar Rock Holding develops biopharmaceutical merchandise concentrating on severe illnesses, together with Apitegromab for spinal muscular atrophy and SRK-181 for most cancers remedy resistance.
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The agency operates a research-driven mannequin centered on discovering and advancing protein progress issue inhibitors, with income potential from product commercialization and strategic collaborations.
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It serves sufferers with neuromuscular problems, most cancers, and fibrotic illnesses, concentrating on healthcare suppliers and biopharmaceutical companions.
Scholar Rock Holding Company is a clinical-stage biotechnology firm specializing within the discovery and growth of therapies that modulate protein progress issue signaling. The corporate leverages a proprietary platform to handle unmet medical wants in neuromuscular, oncological, and fibrotic indications. Strategic collaborations and a centered pipeline place Scholar Rock to capitalize on revolutionary science in high-impact therapeutic areas.
This buy alerts a willingness to lean into that volatility relatively than trim round it. Scholar Rock enters 2026 with a transparent catalyst path. In accordance with an announcement final month, the corporate plans a Biologics License Software resubmission for apitegromab in spinal muscular atrophy and anticipates a possible U.S. launch following approval this yr. It additionally has roughly $365 million in money as of December 31, with runway projected into 2027. That steadiness sheet reduces near-term dilution danger, a key consideration for long-term biotech buyers.
Not like diversified portfolios, this fund concentrates closely in clinical-stage names. Scholar Rock now represents roughly 17% of belongings, alongside different high-conviction biotech positions. That focus amplifies each upside and binary danger.
Shares are up about 26% over the previous yr, modestly beating the broader market and suggesting buyers are already assigning worth to regulatory progress and pipeline depth. Past apitegromab, applications in FSHD and the SRK-439 myostatin inhibitor increase optionality.