Celcuity Stock Soars 700% in a Year as One Investor's $17 Million Buy Helps Create Top Two Position

2 weeks ago 15

Jonathan Ponciano, The Motley Fool

Sun, February 22, 2026 astatine 1:25 PM CST 4 min read

On February 17, 2026, Perceptive Advisors reported a bargain of Celcuity (NASDAQ:CELC), adding 203,881 shares successful the 4th quarter, with an estimated transaction worth of $16.76 cardinal based connected quarterly mean pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Perceptive Advisors accrued its involvement successful Celcuity by 203,881 shares successful the 4th quarter. The estimated worth of this stock purchase, based connected the period’s mean closing price, is $16.76 million. The worth of the fund’s presumption accrued by $169.16 cardinal implicit the quarter, a fig that reflects some the further shares and terms appreciation.

  • Perceptive Advisors’ Celcuity involvement roseate to 5.62% of reported AUM aft the buy.

  • Top 5 holdings post-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, Celcuity shares were priced astatine $107.32, up a staggering 700% implicit the past year.

Metric

Value

Price (as of marketplace adjacent February 17, 2026)

$107.32

Market capitalization

$4.97 billion

Net income (TTM)

($162.72 million)

  • Celcuity develops molecularly targeted therapies and diagnostic platforms for cancer, including its pb cause campaigner Gedatolisib and the CELsignia diagnostic test.

  • The institution operates a clinical-stage biotechnology model, generating worth done the advancement of proprietary cause candidates and diagnostic technologies, with aboriginal gross expected from licensing, partnerships, and eventual commercialization.

  • Primary customers see healthcare providers, oncologists, and biopharmaceutical partners focused connected treating hormone receptor positive, HER2-negative, and precocious oregon metastatic bosom crab patients successful the United States.

Celcuity is simply a clinical-stage biotechnology institution specializing successful the improvement of targeted crab therapies and companion diagnostics. The institution leverages its proprietary CELsignia level and pipeline cause Gedatolisib to code unmet needs successful oncology, peculiarly for bosom and ovarian cancer. Its strategy centers connected innovative diagnostic and therapeutic solutions, supported by a licence statement with Pfizer, positioning Celcuity to capitalize connected advancements successful precision medicine.

Capital tends to clump astir inflection points, and erstwhile a specializer biotech capitalist builds a presumption to much than 5% of assets successful a sanction that has already surged 700% successful a year, it suggests condemnation that the existent catalyst is inactive ahead.

Celcuity’s New Drug Application for gedatolisib has been accepted by the FDA, the steadfast announced successful January, with Priority Review and a PDUFA extremity day of July 17, 2026. The filing is based connected Phase 3 information from the VIKTORIA-1 proceedings successful HR positive, HER2 negative, PIK3CA wild-type precocious bosom cancer. Gedatolisib has besides received Breakthrough Therapy and Fast Track designations.

That regulatory timeline matters. It compresses uncertainty into a defined window. If approved, gedatolisib would participate a sizable bosom crab marketplace with a differentiated pan-PI3K and mTORC1/2 mechanism.

At 5.6% of AUM, this is nary token allocation. It sits conscionable down Praxis and up of respective different halfway holdings. Long-term investors should ticker execution into the July determination and commercialization readiness. A 700% tally is dramatic, but successful biotech, worth is yet tied to statement breadth and uptake. The adjacent section volition hinge connected both.

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