Structure Therapeutics Stock Surges 200% This Past Year as One Fund Cuts Stake by $15.5 Million

Company Overview - Structure Therapeutics Inc. is a clinical-stage biotechnology company focused on developing innovative oral therapeutics for chronic diseases, particularly targeting significant unmet medical needs [2][3] - The company specializes in G-protein-coupled receptor (GPCR) drug discovery, with a pipeline led by GSBR-1290 aimed at treating type-2 diabetes and obesity, as well as candidates for pulmonary and cardiovascular diseases [2] Financial Performance - As of the end of 2025, Structure Therapeutics reported a net loss of $141.2 million, with research expenditures reaching $225.3 million to advance its GLP-1 franchise, which is typical for companies preparing for late-stage trials [9] - The company ended 2025 with $1.4 billion in cash and investments, which is expected to fund operations through the end of 2028 [8] Stock Performance - Structure Therapeutics' shares were priced at $71.41 as of February 17, 2026, reflecting a 214.3% increase over the past year, significantly outperforming the S&P 500 by 180.87 percentage points [4] - Casdin Capital sold 380,000 shares of Structure Therapeutics during the fourth quarter, valued at approximately $15.52 million based on the average share price for that period [5][6] Clinical Developments - The company reported promising data from its Phase 2 ACCESS programs, showing placebo-adjusted weight loss of up to 15.3% at 36 weeks with higher doses of aleniglipron, with no plateau observed [8] - A 44-week readout is anticipated in the first quarter of 2026, and the initiation of Phase 3 trials is planned for the second half of 2026 [8] Market Position - Structure Therapeutics aims to provide differentiated treatment options that enhance both efficacy and patient convenience, positioning itself competitively within the evolving biopharmaceutical landscape [1]