Investment Manager Loads Up on CELC Stock, Adds 135,000 Shares, According to Latest SEC Filing

Company Overview - Celcuity is a clinical-stage biotechnology company focused on precision oncology, utilizing its proprietary CELsignia platform to identify abnormal cellular signaling in cancer cells and guide targeted therapy development [6] - The company's pipeline includes innovative diagnostic and therapeutic candidates, with a strategic emphasis on addressing unmet needs in breast and ovarian cancer [6] - As of February 17, 2026, Celcuity shares were priced at $107.32, with a market capitalization of $4.97 billion and a net income of ($162.72 million) [4][8] Recent Developments - On February 17, 2026, Boxer Capital Management, LLC disclosed a purchase of 135,000 shares of Celcuity, valued at an estimated $11.10 million based on quarterly average pricing [1][2] - This acquisition increased Boxer Capital's stake in Celcuity to represent 4.9% of the fund's 13F reportable assets, with the reported value of the position rising to $22.44 million, up $18.00 million from the prior quarter [2][3] - Celcuity shares have experienced a significant one-year price change of 741.1%, outperforming the S&P 500 by 721.3 percentage points [3] Competitive Position - Celcuity develops molecularly targeted therapies for cancer, including the CELsignia diagnostic platform and the investigational drug Gedatolisib for breast cancer treatment [8] - The company’s competitive advantage lies in its integrated approach to diagnostics and therapeutics, supported by partnerships such as its license agreement with Pfizer for Gedatolisib [9]