This Investor Built a $56 Million Position in RAPT Last Quarter. It Was Just Acquired for $58 Per Share

1 week ago 12

Jonathan Ponciano, The Motley Fool

Sun, March 15, 2026 astatine 5:20 PM CDT 4 min read

On February 17, 2026, OrbiMed Advisors disclosed a bargain of 556,273 shares of RAPT, with an estimated transaction worth of $17.28 cardinal based connected quarterly mean pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, OrbiMed Advisors acquired an further 556,273 shares of RAPT Therapeutics. The estimated transaction worth is $17.28 million, calculated utilizing the mean closing terms for the 4th ending December 31, 2025. The fund’s full holding successful RAPT astatine quarter-end was 1,642,891 shares, with a reported worth of $55.64 million.

This was a buy, bringing the RAPT presumption to 1.1% of OrbiMed Advisors’ 13F reportable AUM.
Top holdings aft the filing:
- NASDAQ: EWTX: $385,091,379 (7.9% of AUM)
- NYSE: LLY: $323,693,616 (6.7% of AUM)
- NYSE: BSX: $230,680,255 (4.7% of AUM)
- NASDAQ: SVA: $184,466,170 (3.8% of AUM)
- NYSE: EW: $157,107,225 (3.2% of AUM)
RAPT was acquired by GSK for $58 per share. The acquisition was completed connected March 3.

Metric

Value

Price (as of marketplace adjacent February 17, 2026)	$57.84
Market Capitalization	$955.95 million
Net Income (TTM)	($105.64 million)
One-Year Price Change	502.5%

RAPT develops oral small-molecule therapies targeting oncology and inflammatory diseases, with cardinal cause candidates presently successful objective trials.
The institution operates a clinical-stage biopharmaceutical concern exemplary focused connected advancing proprietary cause candidates done research, objective development, and imaginable commercialization.
It targets patients with unmet aesculapian needs successful oncology and immunology.

RAPT Therapeutics, Inc. is simply a clinical-stage biotechnology institution specializing successful the find and improvement of oral small-molecule therapies for oncology and inflammatory diseases. The institution leverages a pipeline approach, advancing candidates specified arsenic RPT193 and FLX475 done objective trials to code important gaps successful existent attraction options. Its strategical absorption connected immunology-based therapeutics positions it to vie successful markets with precocious unmet aesculapian request and important maturation potential.

Less than 3 weeks aft the 4th ended, RAPT announced it was acceptable to beryllium acquired for $58 per share, astir 75% supra the stock’s $33.15 terms connected December 31. That benignant of premium underscores however ample pharmaceutical companies often worth promising immunology assets good earlier they scope commercialization, and it besides means OrbiMed’s acquisition was well-timed.

RAPT Therapeutics had been advancing immunology and oncology cause candidates, including therapies targeting inflammatory diseases and immune pathways. The existent draw, however, was its anti-IgE antibody campaigner ozureprubart, designed to forestall terrible allergic reactions. Food allergies correspond a increasing wellness challenge, affecting much than 17 cardinal radical successful the United States unsocial and driving millions of infirmary visits each year.

Within the broader portfolio, the presumption remained comparatively tiny compared with larger holdings successful companies similar Eli Lilly, Boston Scientific, and Edwards Lifesciences. That discourse suggests the concern was apt treated arsenic a targeted biotech accidental alternatively than a halfway allocation.

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