--- title: "Inside One Fund's $170 Million Bet on a Biotech Stock Up 1,040% in a Year Amid FDA Review for Breast Cancer Drug" type: "News" locale: "en" url: "https://longbridge.com/en/news/279063529.md" description: "Deerfield Management Company significantly increased its stake in Celcuity by acquiring 980,470 shares in Q4, valued at approximately $80.60 million. The total position in Celcuity rose to $170.95 million, reflecting a $134.72 million increase due to trading and price appreciation. Celcuity's shares surged 1,040% over the past year, driven by the FDA's acceptance of its new drug application for gedatolisib, targeting advanced breast cancer. Despite this growth, analysts suggest considering other investment options, as Celcuity was not included in a recent top stock recommendation list." datetime: "2026-03-13T14:55:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279063529.md) - [en](https://longbridge.com/en/news/279063529.md) - [zh-HK](https://longbridge.com/zh-HK/news/279063529.md) --- # Inside One Fund's $170 Million Bet on a Biotech Stock Up 1,040% in a Year Amid FDA Review for Breast Cancer Drug ## Key Points - Deerfield Management Company increased its Celcuity stake by 980,470 shares in the fourth quarter; the estimated trade size was $80.60 million based on quarterly average pricing. - Meanwhile, the quarter-end position value rose by $134.72 million, a change reflecting both trading activity and price appreciation. - Post-trade, the fund held 1,714,000 Celcuity shares valued at $170.95 million. - 10 stocks we like better than Celcuity › Deerfield Management Company disclosed a substantial purchase of **Celcuity** (NASDAQ:CELC) in its February 17, 2026, SEC filing, adding 980,470 shares in the fourth quarter. The estimated value of the trade is $80.60 million, based on average pricing for the period. ## What happened According to a SEC filing dated February 17, 2026, Deerfield Management Company bought an additional 980,470 shares of Celcuity during the fourth quarter. The estimated value of this purchase is $80.60 million, based on the quarter’s average closing price. The fund’s quarter-end position in Celcuity was valued at $170.95 million, up $134.72 million from the prior quarter, a figure that includes both new purchases and share price movement. ## What else to know - Top five holdings after the filing: - NASDAQ: NUVL: $1.74 billion (25.4% of AUM) - NASDAQ: COGT: $321.24 million (4.7% of AUM) - NASDAQ: PRAX: $266.25 million (3.9% of AUM) - NYSE: CNC: $265.34 million (3.9% of AUM) - NASDAQ: VTRS: $251.57 million (3.7% of AUM) - As of Friday, Celcuity shares were priced at $114.37, up 1,040% over the past year and vastly outperforming the S&P 500’s roughly 19% gain in the same period. ## Company overview Metric Value Price (as of Friday) $114.37 Market Capitalization $5.3 billion Net Income (TTM) ($162.72 million) ## Company snapshot - Celcuity develops molecularly targeted therapies for cancer, with a focus on its lead drug candidate Gedatolisib and the CELsignia diagnostic platform for breast and ovarian cancer. - The company operates a clinical-stage biotechnology model, generating value through drug development, licensing agreements, and proprietary diagnostic testing. - Primary customers include oncology healthcare providers and biopharmaceutical partners targeting patients with hormone receptor positive, HER2-negative, and advanced or metastatic breast cancer. Celcuity Inc. is a biotechnology company specializing in precision oncology, leveraging its CELsignia platform and targeted therapeutics pipeline. The company’s strategy centers on identifying specific cellular drivers of cancer to enable more effective, personalized treatment options. Its competitive advantage lies in proprietary diagnostic capabilities and exclusive development rights to novel therapies such as Gedatolisib. ## What this transaction means for investors Celcuity’s lead asset, gedatolisib, targets the PI3K and mTOR signaling pathway, one of the most important growth pathways driving many cancers. Rather than inhibiting a single node, the therapy blocks multiple components of the pathway at once, and momentum around that approach has accelerated. In January, the FDA accepted Celcuity’s new drug application for gedatolisib in hormone receptor positive, HER2 negative advanced breast cancer and granted the program priority review, setting a decision date of July 17, 2026. The application is backed by results from the Phase 3 VIKTORIA-1 trial and was submitted through the agency’s real-time oncology review program, which is intended to shorten regulatory timelines. The market has taken notice, with shares skyrocketing more than 1,000% over the past year. The company is set to give its upcoming quarterly report next week. As of September 30, the firm reported having about $455 in cash and short-term investments, enough to fund operations through next year. ## Should you buy stock in Celcuity right now? Before you buy stock in Celcuity, consider this: The _Motley Fool Stock Advisor_ analyst team just identified what they believe are the **10 best stocks** for investors to buy now… and Celcuity wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when **Netflix** made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, **you’d have $508,607**!\* Or when **Nvidia** made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, **you’d have $1,122,746**!\* Now, it’s worth noting _Stock Advisor’s_ total average return is 933% — a market-crushing outperformance compared to 188% for the S&P 500. **Don't miss the latest top 10 list, available with _Stock Advisor_, and join an investing community built by individual investors for individual investors.** See the 10 stocks » _\*Stock Advisor returns as of March 13, 2026._ _Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy._ The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ### Related Stocks - [ARKG.US](https://longbridge.com/en/quote/ARKG.US.md) - [FBT.US](https://longbridge.com/en/quote/FBT.US.md) - [SBIO.US](https://longbridge.com/en/quote/SBIO.US.md) - [VHT.US](https://longbridge.com/en/quote/VHT.US.md) - [BIB.US](https://longbridge.com/en/quote/BIB.US.md) - [PBE.US](https://longbridge.com/en/quote/PBE.US.md) - [XBI.US](https://longbridge.com/en/quote/XBI.US.md) - [CELC.US](https://longbridge.com/en/quote/CELC.US.md) - [BBH.US](https://longbridge.com/en/quote/BBH.US.md) - [LABU.US](https://longbridge.com/en/quote/LABU.US.md) - [XLV.US](https://longbridge.com/en/quote/XLV.US.md) - [IBB.US](https://longbridge.com/en/quote/IBB.US.md) ## Related News & Research - [Celcuity, Inc. 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