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Sarissa Capital Management added 513,184 shares in Biohaven during the fourth quarter. The quarter-end position value increased by $5.79 million as a result of the transaction.

DAFNA Capital Management bought 720,000 shares of Biohaven in the fourth quarter; the estimated trade size was $8.92 million, based on average prices in the fourth quarter of 2025. Meanwhile, the quarter-end value of the position rose by $7.25 million, reflecting both the share increase and stock price changes during the period.

Phase 2 study in obesity, evaluating treatment with once-weekly and once-monthly taldefgrobep alfa as monotherapy, is now fully enrolled; topline data expected in 2H 2026. Taldefgrobep is a novel inhibitor of the myostatin-activin signaling pathway, which directly targets both fat and muscle, offering the potential to achieve high-quality weight loss in people living with overweight and obesity.

Prioritizing three key, late-stage clinical programs including Molecular Degrader of Extracellular Proteins (MoDETM) and Targeted Removal of Aberrant Protein (TRAPTM) extracellular protein degradation for immunological diseases, Kv7 ion channel modulation for epilepsy; and myostatin-activin pathway targeting obesity: Inflammation and Immunology: Graves' Disease: First-in-patient clinical experience with IgG MoDE degrader BHV-1300 resulted in complete suppression of disease-causing TSH receptor-stimulating antibodies, normalization of previously elevated thyroid hormones within weeks after dosing a patient with Graves' disease. BHV-1300 has shown the potential for best-in-class reductions of IgG, with maximum reductions of up to an 87% decrease from baseline within weeks of dosing in a study conducted in healthy volunteers.

Here is how Biohaven Ltd. (BHVN) and Caribou Biosciences, Inc. (CRBU) have performed compared to their sector so far this year.

The consensus price target hints at an 82.2% upside potential for Biohaven Ltd. (BHVN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Goldman initiated a buy rating on Biohaven targeting its IgAN treatment in an over $40B U.S. market.