Biotech Fund Doubles Down With $49 Million Scholar Rock Buy as Shares Climb 26%

2 weeks ago 12

Jonathan Ponciano, The Motley Fool

Sun, February 22, 2026 astatine 11:57 AM CST 4 min read

Redmile Group disclosed a bargain of 1,316,390 shares of Scholar Rock Holding Corporation (NASDAQ:SRRK) successful a February 17, 2026, SEC filing, with the estimated transaction worth astatine $49.37 cardinal based connected quarterly mean pricing.

According to a SEC filing dated February 17, 2026, Redmile Group, LLC accrued its presumption successful Scholar Rock Holding Corporation by 1,316,390 shares during the 4th quarter. The estimated commercialized size was $49.37 cardinal based connected the mean stock terms for the quarter. The quarter-end worth of the presumption accrued by $84.58 million, which reflects some the further shares acquired and the interaction of marketplace terms movements.

Redmile Group’s bargain lifts its involvement successful Scholar Rock Holding Corporation to 16.94% of the fund’s 13F reportable assets nether management.
Top holdings aft the filing:
- NASDAQ:SRRK: $229.98 cardinal (16.9% of AUM)
- NASDAQ:KRYS: $167.08 cardinal (12.3% of AUM)
- NASDAQ:NRIX: $153.54 cardinal (11.3% of AUM)
- NASDAQ:STOK: $128.04 cardinal (9.4% of AUM)
- NASDAQ:IMNM: $122.83 cardinal (9.0% of AUM)
As of February 17, 2026, shares of Scholar Rock Holding Corporation were priced astatine $46.45, up 25.7% implicit the past twelvemonth and outperforming the S&P 500 by 13.39 percent points.

Metric

Value

Price (as of marketplace adjacent 2026-02-17)	$46.45
Market Capitalization	$4.78 billion
Net Income (TTM)	$-353.43 million
One-Year Price Change	25.71%

Scholar Rock Holding develops biopharmaceutical products targeting superior diseases, including Apitegromab for spinal muscular atrophy and SRK-181 for crab therapy resistance.
The steadfast operates a research-driven exemplary focused connected discovering and advancing macromolecule maturation origin inhibitors, with gross imaginable from merchandise commercialization and strategical collaborations.
It serves patients with neuromuscular disorders, cancer, and fibrotic diseases, targeting healthcare providers and biopharmaceutical partners.

Scholar Rock Holding Corporation is simply a clinical-stage biotechnology institution specializing successful the find and improvement of therapies that modulate macromolecule maturation origin signaling. The institution leverages a proprietary level to code unmet aesculapian needs successful neuromuscular, oncological, and fibrotic indications. Strategic collaborations and a focused pipeline presumption Scholar Rock to capitalize connected innovative subject successful high-impact therapeutic areas.

This acquisition signals a willingness to thin into that volatility alternatively than trim astir it. Scholar Rock enters 2026 with a wide catalyst path. According to an announcement past month, the institution plans a Biologics License Application resubmission for apitegromab successful spinal muscular atrophy and anticipates a imaginable U.S. motorboat pursuing support this year. It besides has astir $365 cardinal successful currency arsenic of December 31, with runway projected into 2027. That equilibrium expanse reduces near-term dilution risk, a cardinal information for semipermanent biotech investors.

Unlike diversified portfolios, this money concentrates heavy successful clinical-stage names. Scholar Rock present represents astir 17% of assets, alongside different high-conviction biotech positions. That attraction amplifies some upside and binary risk.

Shares are up astir 26% implicit the past year, modestly beating the broader marketplace and suggesting investors are already assigning worth to regulatory advancement and pipeline depth. Beyond apitegromab, programs successful FSHD and the SRK-439 myostatin inhibitor grow optionality.

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