Casdin Capital reduced its stake in Structure Therapeutics (NASDAQ:GPCR) by 380,000 shares in the fourth quarter, an estimated $15.52 million trade based on quarterly average pricing, per a February 17, 2026, SEC filing.
According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Casdin Capital sold 380,000 shares of Structure Therapeutics during the fourth quarter. The estimated value of this trade is $15.52 million based on the period’s average share price. The quarter-end position value shifted by $38.18 million, a figure that incorporates both trading activity and changes in market value.
-
This was a reduction in holdings; Structure Therapeutics accounted for 5.08% of Casdin’s 13F assets after the sale.
-
Top five holdings after the filing:
-
NASDAQ:WGS: $391.11 million (24.3% of AUM)
-
NASDAQ:RVMD: $205.28 million (12.8% of AUM)
-
NASDAQ:BLFS: $144.04 million (8.9% of AUM)
-
NASDAQ:LAB: $113.64 million (7.1% of AUM)
-
NASDAQ:RLAY: $110.01 million (6.8% of AUM)
-
-
As of February 17, 2026, GPCR shares were priced at $71.41, up 214.3% over the past year and vastly outperforming the S&P 500 by 180.87 percentage points.
|
Metric |
Value |
|---|---|
|
Price (as of market close 2026-02-17) |
$71.41 |
|
Market Capitalization |
$4.11 billion |
|
Net Income (TTM) |
($210.69 million) |
|
One-Year Price Change |
214.30% |
-
Structure develops oral therapeutics targeting chronic diseases, with a lead candidate (GSBR-1290) focused on type-2 diabetes and obesity; additional pipeline assets address pulmonary and cardiovascular conditions.
-
The firm operates a clinical-stage biopharmaceutical model, generating value through drug development and potential out-licensing or commercialization partnerships; revenue is not yet realized as products remain in clinical trials.
-
It targets patients with chronic metabolic, pulmonary, and cardiovascular diseases, primarily addressing unmet needs in the healthcare and biotechnology markets.
Structure Therapeutics Inc. is a clinical-stage biotechnology company specializing in the development of novel oral therapeutics for chronic diseases with significant unmet medical needs. The company leverages expertise in G-protein-coupled receptor (GPCR) drug discovery to advance a pipeline led by GSBR-1290 for type-2 diabetes and obesity, alongside candidates for pulmonary and cardiovascular indications.
With a focus on innovative, orally delivered small molecules, Structure Therapeutics aims to provide differentiated treatment options that address both efficacy and patient convenience, positioning itself competitively in the evolving biopharmaceutical landscape.
