On February 13, 2026, Affinity Asset Advisors disclosed a purchase order of 61,500 shares of Apogee Therapeutics (NASDAQ:APGE), an estimated $3.87 million commerce primarily based on quarterly common pricing.
In accordance with an SEC submitting dated February 13, 2026, Affinity Asset Advisors, LLC elevated its place in Apogee Therapeutics by 61,500 shares in the course of the fourth quarter of 2025. The estimated transaction worth, primarily based on the common closing value for the quarter, was $3.87 million. In the meantime, the fund’s quarter-end stake rose to 1,234,926 shares, with the worth of the place growing by $46.59 million together with each share additions and value appreciation.
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Prime 5 holdings after the submitting:
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NASDAQ: APGE: $93.21 million (6.9% of AUM)
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NASDAQ: INSM: $78.32 million (5.8% of AUM)
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NASDAQ: ABVX: $68.10 million (5.0% of AUM)
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NASDAQ: VTYX: $58.56 million (4.3% of AUM)
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NASDAQ: XENE: $56.02 million (4.1% of AUM)
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As of February 13, 2026, shares of Apogee Therapeutics had been priced at $67.78, up 86.9% over the previous 12 months, with 75.14 proportion factors of alpha versus the S&P 500.
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Metric |
Worth |
|---|---|
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Market capitalization |
$4 billion |
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Internet earnings (TTM) |
($253.67 million) |
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Value (as of market shut 2/13/26) |
$67.78 |
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Apogee Therapeutics develops biologic therapies, together with monoclonal antibodies equivalent to APG777 for atopic dermatitis and APG808 for power obstructive pulmonary illness, with extra pipeline candidates focusing on inflammatory and immunology indications.
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The corporate operates a research-driven biotechnology mannequin targeted on advancing proprietary biologics from early-stage growth via scientific trials, aiming for regulatory approval and future commercialization.
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It targets sufferers with power inflammatory and immunological illnesses, with main prospects anticipated to be healthcare suppliers, hospitals, and specialty clinics treating these circumstances.
Apogee Therapeutics is a clinical-stage biotechnology firm specializing within the growth of prolonged half-life monoclonal antibodies for the therapy of atopic dermatitis, COPD, and associated inflammatory illnesses. The corporate’s technique facilities on leveraging proprietary biologic platforms to deal with vital unmet medical wants in immunology. With a targeted pipeline and a scalable strategy to biologics growth, Apogee goals to determine a aggressive place within the specialty therapeutics market.
This transfer has the hallmarks of a high-conviction biotech wager on a reputation that’s definitely displaying some momentum. Within the agency’s newest quarterly report, launched final month, Apogee CEO Donald Nolan stated he was “proud” of the agency’s “disciplined execution” regardless of a “difficult atmosphere.” The Apogee place now totals 1,234,926 shares valued at $93.21 million, or 6.9% of reportable belongings. The holding climbed $46.59 million in worth in the course of the interval, due to a steep ascent all through the quarter. And with the inventory delivering roughly 75 proportion factors of alpha versus the S&P 500, that is no small wager.
Extra broadly, the portfolio is concentrated in clinical-stage biotech names equivalent to Insmed, Abivax, Ventyx, and Xenon, every between 4% and 6% of belongings. Apogee now sits on the prime of that cluster, suggesting differentiated confidence in its monoclonal antibody pipeline focusing on atopic dermatitis and COPD.
Finally, long-term buyers ought to bear in mind what drives outcomes right here. Medical knowledge, regulatory milestones, and capital self-discipline matter greater than short-term volatility.