Avoro Capital Advisors 13F: Adds $27M to Celcuity (CELC) Stake

Avoro Capital Advisors Increases Its Bet on Celcuity

Avoro Capital Advisors grew its stake in Celcuity Inc. (NasdaqCM: CELC) during the period ending May 15, 2026, according to a recent Form 13F filing with the U.S. Securities and Exchange Commission. The filing reflects holdings as of that date and may not represent the investor's current position today. While Avoro has recently trimmed or completely exited several other biotechnology holdings, such as PTC Therapeutics and MoonLake Immunotherapeutics, the firm took a different approach with Celcuity by adding to its position.

Inside the Celcuity Share Increase

The fund added 263,889 shares to its portfolio, representing an 8.5% increase from its previous holding of 3,111,111 shares. This pushed Avoro's total share count to 3,375,000 shares. Based on the reporting period, the position carried an estimated value of $348.5 million, with an average cost basis of $79.54 per share.

Celcuity Stock Performance and Market Standing

Celcuity shares change hands around $103.25. The stock trades between a 52-week low of $44.42 and a 52-week high of $151.02. Its 50-day moving average sits at $89.95, while its 200-day moving average stands at $105.54. The company has a market capitalization of roughly $4.11 billion and a beta of 0.20.

Analysts Set New Price Targets

Wall Street analysts maintain a generally positive outlook on the company, supported by a consensus strong buy rating from 12 analysts. The average price target rests at $160.75, with high estimates reaching $177.00 and low estimates at $140.00. Recent updates include Needham maintaining a buy rating with a $134.00 target on September 30, 2026, and JP Morgan initiating coverage with an overweight rating and a $157.00 target on September 17, 2026.

About Celcuity Inc.

Celcuity Inc. is a clinical-stage biotechnology company based in Minneapolis, Minnesota. The firm focuses on developing targeted therapies for various solid tumors. Its lead drug candidate, Gedatolisib, targets specific pathways to treat advanced or metastatic breast cancer and metastatic castration-resistant prostate cancer.

What to Watch at Celcuity Inc.

Investors tracking Avoro Capital Advisors will need to wait for subsequent quarterly 13F filings to see whether the fund continues to accumulate shares or shifts direction. Celcuity is scheduled to release its next earnings report on November 11, 2026. Remember that 13F filings look backward and do not capture real-time trading activity.