Apogee Shares Up Nearly 100% in 12 Months, and This $62 Million Buy Signals Ongoing Conviction

2 weeks ago 11

Jonathan Ponciano, The Motley Fool

Sun, February 22, 2026 astatine 1:16 PM CST 4 min read

On February 17, 2026, Perceptive Advisors disclosed a bargain of 978,662 shares of Apogee Therapeutics (NASDAQ:APGE), with an estimated transaction worth of $61.64 cardinal based connected quarterly mean pricing.

According to a February 17, 2026, SEC filing, Perceptive Advisors accrued its involvement successful Apogee Therapeutics (NASDAQ:APGE) by 978,662 shares. The estimated transaction worth was $61.64 million, based connected the mean stock terms during the 4th fourth of 2025. The money ended the 4th holding 2,330,651 shares, with the worth of the presumption rising by $122.20 million, reflecting some caller purchases and stock terms appreciation.

This bargain takes Apogee Therapeutics to 3.14% of Perceptive Advisors' 13F AUM arsenic of December 31, 2025.
Top holdings aft the filing:
- NASDAQ:PRAX: $588.30 cardinal (10.8% of AUM)
- NASDAQ:CELC: $315.20 cardinal (5.8% of AUM)
- NASDAQ:RYTM: $272.57 cardinal (5.0% of AUM)
- NASDAQ:ASND: $230.60 cardinal (4.2% of AUM)
- NASDAQ:ROIV: $173.28 cardinal (3.2% of AUM)
As of February 17, 2026, shares were priced astatine $69.64, up 99.4% implicit the past year, outperforming the S&P 500 by 78.67 percent points,

Metric

Value

Price (as of marketplace adjacent 2/17/26)	$69.64
Market Capitalization	$3.82 billion
Net Income (TTM)	($253.67 million)
One-Year Price Change	99.37%

Apogee Therapeutics develops biologic therapeutics targeting atopic dermatitis, chronic obstructive pulmonary disease, and related immunology indications, with pb candidates APG777 and APG808 successful objective development.
The institution operates a biotechnology exemplary focused connected research, objective development, and eventual commercialization of proprietary monoclonal antibody therapies; gross is expected to deduce from merchandise income upon regulatory approval.
It targets healthcare providers and patients affected by inflammatory and immunological diseases, with a superior absorption connected dermatology and respiratory markets.

Apogee Therapeutics, Inc. is simply a biotechnology institution specializing successful the improvement of extended half-life monoclonal antibodies for the attraction of atopic dermatitis and chronic obstructive pulmonary disease. The institution leverages a pipeline of differentiated biologic candidates designed to code important unmet needs successful immunology. Apogee's strategy focuses connected advancing its objective programs to commercialization, aiming to found a competitory presumption successful targeted therapeutic markets.

Capital flows sometimes uncover much than headlines, and erstwhile a specializer biotech capitalist meaningfully adds to a sanction that has already doubled successful a year, it signals condemnation not conscionable successful momentum but successful level durability.

Apogee Enterprises precocious delivered third-quarter nett income of $348.6 million, up 2.1% twelvemonth implicit year, with adjusted EBITDA of $46.1 cardinal and a 13.2% adjusted EBITDA margin. Diluted EPS came successful astatine $0.77, oregon $1.02 connected an adjusted basis. Management present expects fiscal 2026 income of astir $1.39 cardinal and adjusted diluted EPS betwixt $3.40 and $3.50.

This is not a apical holding, astatine conscionable implicit 3% of 13F assets, particularly compared with larger positions successful names similar Praxis oregon Celcuity. But the presumption inactive suggests this is simply a calculated maturation allocation adjacent if not a portfolio anchor.

Long word investors should absorption connected pipeline differentiation successful atopic dermatitis and COPD, the extended half-life antibody approach, and superior discipline. A banal that has tally astir 100% tin inactive compound if objective execution matches ambition. The stake present looks sized for upside, not desperation.

Read Entire Article