Celcuity (CELC) Draws Investor Attention as Precision Oncology Strategy Advances

Performance Summary - Apis Flagship Fund achieved a net return of 10.0% in Q4 2025 and a total gain of 55.1% for the year, outperforming the MSCI ACWI benchmark by approximately 7.0% in Q4 and 33.0% for the year [1] - Long positions contributed 11.9% gross to the fund's performance, while short positions added 0.8% gross, with a net long position of around 68% as of December [1] - The performance was broad-based, with Technology and Healthcare sectors leading returns, and basic materials also contributing positively [1] Stock Focus: Celcuity Inc - Celcuity Inc (NASDAQ:CELC) is a clinical-stage biotechnology company focused on precision oncology therapies, utilizing the CELsignia platform to identify suitable cancer patients for targeted treatments [2] - The stock of Celcuity Inc had a one-month return of 5.41%, trading between $7.58 and $120.32 over the past 52 weeks, and closed at approximately $109.42 per share on January 30, 2026, with a market capitalization of about $5.06 billion [2] - Celcuity Inc was the top contributor to the fund's performance in Q4, adding 3.8% during the quarter and 4.4% for the full year [3] Investment Strategy - The firm emphasized a continued focus on bottom-up stock selection and structural exposures to niche opportunities in healthcare, semiconductors, and industrials as key drivers for future returns [1] - The attractiveness of non-U.S. markets is highlighted as a significant factor for potential future gains [1]