On February 17, 2026, Acorn Capital Advisors reported promoting 225,000 shares of Terns Prescription drugs (NASDAQ:TERN), an estimated $5.20 million commerce based mostly on quarterly common pricing.
In response to a submitting with the Securities and Change Fee dated February 17, 2026, Acorn Capital Advisors decreased its place in Terns Prescription drugs (NASDAQ:TERN) by 225,000 shares in the course of the fourth quarter of 2025. The estimated worth of the commerce was roughly $5.20 million, calculated utilizing the typical closing value for the quarter. The quarter-end worth of the remaining stake mirrored market valuation adjustments.
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Acorn Capital Advisors’ Terns Prescription drugs holding now represents roughly 24% of its 13F AUM after the latest sale.
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Prime holdings after the submitting:
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NASDAQ:TERM: $70.55 million (23.9% of AUM)
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NASDAQ:CGON: $46.98 million (15.9% of AUM)
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NASDAQ:URGN: $33.92 million (11.5% of AUM)
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NASDAQ:TRVI: $26.85 million (9.1% of AUM)
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NASDAQ:PBYI: $24.58 million (8.3% of AUM)
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As of Monday, shares of Terns Prescription drugs have been priced at $50.08, up a staggering 1,400% over the previous 12 months and considerably outperforming the S&P 500’s roughly 15% achieve in the identical interval.
|
Metric |
Worth |
|---|---|
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Worth (as of Monday) |
$50.08 |
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Market Capitalization |
$5.5 billion |
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Internet Earnings (TTM) |
($94.44 million) |
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Terns Prescription drugs develops clinical-stage small-molecule therapies concentrating on non-alcoholic steatohepatitis (NASH) and weight problems, with lead candidates together with TERN-101, TERN-201, TERN-501, and TERN-601.
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The agency operates a research-driven enterprise mannequin centered on advancing proprietary drug candidates by way of scientific trials, with future income anticipated from profitable commercialization and potential partnerships.
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It targets healthcare suppliers, biopharmaceutical companions, and sufferers affected by NASH and metabolic illnesses, primarily inside the USA and world markets.
Terns Prescription drugs is a clinical-stage biopharmaceutical firm specializing within the growth of progressive therapies for NASH and metabolic problems. With a centered pipeline of differentiated small-molecule drug candidates, the corporate leverages superior analysis and scientific growth capabilities to handle vital unmet medical wants. Its technique facilities on advancing proprietary compounds by way of scientific milestones to determine a aggressive place within the biotechnology sector.
Terns has been a standout in biotech, with shares skyrocketing about 1,400% in only a 12 months. That’s the kind of dramatic achieve that may normally set off some repositioning amongst traders, even those that nonetheless imagine within the firm’s future. And on this case, even after scaling again, Terns continues to be the fund’s largest holding, making up almost 1 / 4 of its property, which is definitely a sign of sturdy conviction reasonably than a retreat.
Operationally, Terns has pivoted to concentrate on oncology, with promising early efficacy and security ends in treating persistent myeloid leukemia. Plus, the corporate wrapped up the 12 months with round $1 billion in money, offering a runway that extends to 2031 and the pliability to advance towards pivotal trials. That setup has helped shares proceed their ascent because the finish of final quarter, climbing some 25%.
Finally, on this portfolio, Terns stands tall amongst different high-conviction biotech investments and reinforces a method that favors uneven outcomes over mere diversification.
