
What smart money is saying about Abivax
2 funds in our archive have pitched Abivax, most recently Cedar Grove Capital Management Multi-Strategy Composite in September 2026.
Abivax S.A., operating as ABIVAX Société Anonyme, is a French pharmaceutical firm focused on the discovery and optimization of therapeutic drugs for inflammatory, infectious, and oncological diseases. A cornerstone of their product pipeline is ABX464, which is currently undergoing Phase IIb clinical trials for ulcerative colitis, Crohn's Disease, and COVID-19. This compound is also being evaluated in Phase IIa studies for rheumatoid arthritis and has successfully completed Phase IIa trials demonstrating viral remission in patients with HIV. Additionally, the company is advancing ABX 196, an immune-boosting candidate, through Phase 1/2 clinical trials targeting hepatocellular cancer. Abivax also conducts research initiatives for conditions like Dengue fever, influenza, and respiratory syncytial virus. The company has secured license agreements with key French scientific bodies, including the National Centre for Scientific Research, the University of Montpellier, and the Institut Curie. Founded in 2013, Abivax S.A. maintains its headquarters in Paris, France.
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Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Abivax, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- September 2026
“During the quarter, we increased our positions in Abivax (ABVX), Evolv Technologies (EVLV), Tantalus System Holding (GRID.TO), Hims and Hers Health (HIMS), Kits Eyecare (KITS.TO), LENSAR (LNSR), Nektar Therapeutics (NKTR), Hydreight Technologies (NURS.V), The RealReal (REAL), and Starling Oncology (STLN), formerly known as The Oncology Institute (TOI).”
Abivax - September 2026
Listed in JAG Capital Management Small Mid Cap Growth Strategy’s reported holdings.
Abivax
Fund coverage · 2 theses
- Cedar Grove Capital Management Multi-Strategy CompositeSeptember 2026
Abivax has a de-risked ulcerative colitis drug with long-term upside from commercialization or a potential buyout.
Read the full thesis - Cedar GroveMarch 2026
Abivax develops UC drug obefazimod with strong profile, making it a prime buyout candidate ahead of maintenance data or a commercialization path.
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