Monashee Reduces Stake in Structure Therapeutics Amid Competitive Landscape
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2026
0mins
Source: Fool
- Stake Reduction Details: Monashee Investment Management reduced its holdings in Structure Therapeutics by 175,000 shares in Q1 2026, with an estimated transaction value of $11.98 million, resulting in a $13.24 million decrease in its GPCR position, indicating a cautious outlook on the company's future potential.
- Holding Proportion Analysis: Post-reduction, Monashee's remaining stake accounts for 1.8% of its 13F reportable assets, suggesting a diminished confidence in the company despite its strong performance in clinical testing.
- Market Competition Landscape: The GLP-1 weight loss drug market is highly competitive, and while Structure's oral therapies show promising results in trials, numerous pharmaceutical companies are developing similar products, increasing future uncertainty.
- Investor Strategy Recommendation: Given Monashee's reduction, investors may prefer ETFs that encompass the GLP-1 sector, such as the Roundhill GLP-1 & Weight Loss ETF, to diversify risk and capture market opportunities.
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Analyst Views on GPCR
Wall Street analysts forecast GPCR stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 40.170
Low
65.00
Averages
106.50
High
140.00
Current: 40.170
Low
65.00
Averages
106.50
High
140.00
About GPCR
Structure Therapeutics Inc. is a clinical-stage biopharmaceutical company focused on discovering and developing oral small molecule treatments for chronic metabolic and cardiopulmonary conditions with significant unmet medical needs. Its programs include Aleniglipron (GSBR-1290), ACCG-2671, GIP and GCG Receptor Oral Small Molecule Obesity Programs, ANPA-0073, and LTSE-2578. Its Aleniglipron is an oral and biased small molecule agonist of GLP-1R, a validated GPCR drug target for obesity. ACCG-2671 is an oral small molecule amylin receptor agonist for obesity. ANPA-0073 is a biased agonist targeting the apelin (APJ) receptor agonist. Its LTSE-2578, an Oral Small Molecule LPA1R Antagonist for IPF. It is developing an antagonist that targets lysophosphatidic acid 1 receptor (LPA1R), a GPCR implicated in responses to tissue injury and pro-fibrotic processes, for the treatment of IPF. It is developing oral incretins for potential combination therapy with GLP-1R or amylin candidates.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Truist Initiates Coverage on VKTX with Buy Rating and $83 Price Target
- Analyst Rating Boost: Truist has initiated coverage on Viking Therapeutics (VKTX) with a ‘Buy’ rating and an $83 price target, indicating a potential upside of 162% from current levels, reflecting strong market confidence in its growth prospects.
- Weight Loss Market Dynamics: Eli Lilly (LLY) saw its stock price climb nearly 25% over the past month, making it the strongest performer among major obesity drug stocks, highlighting investor recognition of its sustained demand for GLP-1 therapies and market leadership.
- Viking's Competitive Edge: Truist emphasized that Viking's VK2735 drug achieved a 14.7% weight loss in just 13 weeks, with patients continuing to lose weight, showcasing its differentiated competitive advantage in the obesity drug market that could attract more patients.
- Lilly's Market Expansion: Lilly recently announced deals worth up to $3.8 billion with three vaccine developers, further expanding its footprint in infectious diseases and long-term healthcare infrastructure, indicating growth potential beyond its obesity drug portfolio.
See More
Deep Track Capital Increases Stake in Structure Therapeutics
- Stake Increase: Deep Track Capital disclosed an acquisition of 168,066 shares of Structure Therapeutics in Q1 2026, with an estimated transaction value of $11.50 million, indicating confidence in the company's growth potential.
- Ownership Proportion: Following this purchase, Deep Track's stake in Structure rose to 3.37%, representing a significant position within its $6.12 billion reportable U.S. equity holdings, highlighting the fund's commitment to the company.
- Market Performance: As of last Friday, Structure Therapeutics' shares were priced at $39.19, reflecting a 60% increase over the past year, significantly outperforming the S&P 500's 28% rise, suggesting strong market optimism regarding its future.
- R&D Progress: The company reported a Phase 2 trial for its oral GLP-1 candidate aleniglipron showing up to 16.3% weight loss, with plans to initiate Phase 3 studies in Q3 2026, which could solidify its competitive position in the obesity market if successful.
See More
Deep Track Capital Increases Stake in Structure Therapeutics
- Stake Increase: Deep Track Capital acquired an additional 168,066 shares of Structure Therapeutics in Q1 2026, with an estimated transaction value of $11.50 million, indicating confidence in the company's future value creation potential.
- Decline in Position Value: Despite the increase, the quarter-end position value decreased by $79.69 million, reflecting the dual impact of trading activity and stock price fluctuations, highlighting market concerns about the stock's volatility.
- Clinical Advancements: Structure Therapeutics' oral GLP-1 candidate aleniglipron demonstrated a weight loss of up to 16.3% in Phase 2 trials, potentially comparable to injectable therapies, enhancing its competitiveness in the obesity market.
- Strong Financial Position: The company ended the quarter with approximately $1.5 billion in cash and short-term investments, sufficient to support operations through the end of 2028, showcasing a robust financial foundation for R&D and market expansion.
See More
Monashee Reduces Stake in Structure Therapeutics Amid Competitive Landscape
- Stake Reduction Details: Monashee Investment Management reduced its holdings in Structure Therapeutics by 175,000 shares in Q1 2026, with an estimated transaction value of $11.98 million, resulting in a $13.24 million decrease in its GPCR position, indicating a cautious outlook on the company's future potential.
- Holding Proportion Analysis: Post-reduction, Monashee's remaining stake accounts for 1.8% of its 13F reportable assets, suggesting a diminished confidence in the company despite its strong performance in clinical testing.
- Market Competition Landscape: The GLP-1 weight loss drug market is highly competitive, and while Structure's oral therapies show promising results in trials, numerous pharmaceutical companies are developing similar products, increasing future uncertainty.
- Investor Strategy Recommendation: Given Monashee's reduction, investors may prefer ETFs that encompass the GLP-1 sector, such as the Roundhill GLP-1 & Weight Loss ETF, to diversify risk and capture market opportunities.
See More
HighVista Strategies Sells Shares of Structure Therapeutics
- Share Reduction Transaction: HighVista Strategies sold 69,092 shares of Structure Therapeutics in Q1 2026, with an estimated transaction value of $4.73 million, indicating a potential shift in confidence regarding the company.
- Decline in Position Value: This sale resulted in a $7.45 million decrease in HighVista's position value in Structure Therapeutics, highlighting the impact of market price fluctuations on its investment portfolio.
- Strong Company Performance: As of May 14, 2026, Structure Therapeutics' shares were priced at $39.84, reflecting a 60% increase over the past year, significantly outperforming the S&P 500's 25% gain, indicating strong market recognition of its future potential.
- Positive Clinical Progress: Structure Therapeutics reported promising Phase 2 data for its oral obesity candidate aleniglipron, showing up to 16.3% placebo-adjusted weight loss at 44 weeks, underscoring its competitive edge in the GLP-1 therapy market.
See More
ACT Capital Management Fully Exits Structure Therapeutics Stake
- Complete Exit: ACT Capital Management sold all 38,500 shares of Structure Therapeutics in Q1 2026, with an estimated trade value of $2.63 million, indicating a full exit that reflects a cautious stance amid biotech market volatility.
- Net Position Change: The transaction resulted in a $2.68 million decrease in ACT's net position, suggesting that after a significant price increase, management opted to lock in profits at a high point to mitigate potential market risks.
- Strong Company Performance: As of May 7, 2026, Structure Therapeutics shares were priced at $39.15, up 47% over the past year, outperforming the S&P 500 by 17 percentage points, highlighting its robust growth potential in chronic disease treatment.
- Strong Financial Position: Structure ended the quarter with approximately $1.5 billion in cash and short-term investments, which is expected to fund operations through the end of 2028, enhancing its competitive edge in future product development and commercialization.
See More
Truist Initiates Coverage on VKTX with Buy Rating and $83 Price Target
- Analyst Rating Boost: Truist has initiated coverage on Viking Therapeutics (VKTX) with a ‘Buy’ rating and an $83 price target, indicating a potential upside of 162% from current levels, reflecting strong market confidence in its growth prospects.
- Weight Loss Market Dynamics: Eli Lilly (LLY) saw its stock price climb nearly 25% over the past month, making it the strongest performer among major obesity drug stocks, highlighting investor recognition of its sustained demand for GLP-1 therapies and market leadership.
- Viking's Competitive Edge: Truist emphasized that Viking's VK2735 drug achieved a 14.7% weight loss in just 13 weeks, with patients continuing to lose weight, showcasing its differentiated competitive advantage in the obesity drug market that could attract more patients.
- Lilly's Market Expansion: Lilly recently announced deals worth up to $3.8 billion with three vaccine developers, further expanding its footprint in infectious diseases and long-term healthcare infrastructure, indicating growth potential beyond its obesity drug portfolio.
See More
Deep Track Capital Increases Stake in Structure Therapeutics
- Stake Increase: Deep Track Capital disclosed an acquisition of 168,066 shares of Structure Therapeutics in Q1 2026, with an estimated transaction value of $11.50 million, indicating confidence in the company's growth potential.
- Ownership Proportion: Following this purchase, Deep Track's stake in Structure rose to 3.37%, representing a significant position within its $6.12 billion reportable U.S. equity holdings, highlighting the fund's commitment to the company.
- Market Performance: As of last Friday, Structure Therapeutics' shares were priced at $39.19, reflecting a 60% increase over the past year, significantly outperforming the S&P 500's 28% rise, suggesting strong market optimism regarding its future.
- R&D Progress: The company reported a Phase 2 trial for its oral GLP-1 candidate aleniglipron showing up to 16.3% weight loss, with plans to initiate Phase 3 studies in Q3 2026, which could solidify its competitive position in the obesity market if successful.
See More
Deep Track Capital Increases Stake in Structure Therapeutics
- Stake Increase: Deep Track Capital acquired an additional 168,066 shares of Structure Therapeutics in Q1 2026, with an estimated transaction value of $11.50 million, indicating confidence in the company's future value creation potential.
- Decline in Position Value: Despite the increase, the quarter-end position value decreased by $79.69 million, reflecting the dual impact of trading activity and stock price fluctuations, highlighting market concerns about the stock's volatility.
- Clinical Advancements: Structure Therapeutics' oral GLP-1 candidate aleniglipron demonstrated a weight loss of up to 16.3% in Phase 2 trials, potentially comparable to injectable therapies, enhancing its competitiveness in the obesity market.
- Strong Financial Position: The company ended the quarter with approximately $1.5 billion in cash and short-term investments, sufficient to support operations through the end of 2028, showcasing a robust financial foundation for R&D and market expansion.
See More
Monashee Reduces Stake in Structure Therapeutics Amid Competitive Landscape
- Stake Reduction Details: Monashee Investment Management reduced its holdings in Structure Therapeutics by 175,000 shares in Q1 2026, with an estimated transaction value of $11.98 million, resulting in a $13.24 million decrease in its GPCR position, indicating a cautious outlook on the company's future potential.
- Holding Proportion Analysis: Post-reduction, Monashee's remaining stake accounts for 1.8% of its 13F reportable assets, suggesting a diminished confidence in the company despite its strong performance in clinical testing.
- Market Competition Landscape: The GLP-1 weight loss drug market is highly competitive, and while Structure's oral therapies show promising results in trials, numerous pharmaceutical companies are developing similar products, increasing future uncertainty.
- Investor Strategy Recommendation: Given Monashee's reduction, investors may prefer ETFs that encompass the GLP-1 sector, such as the Roundhill GLP-1 & Weight Loss ETF, to diversify risk and capture market opportunities.
See More
HighVista Strategies Sells Shares of Structure Therapeutics
- Share Reduction Transaction: HighVista Strategies sold 69,092 shares of Structure Therapeutics in Q1 2026, with an estimated transaction value of $4.73 million, indicating a potential shift in confidence regarding the company.
- Decline in Position Value: This sale resulted in a $7.45 million decrease in HighVista's position value in Structure Therapeutics, highlighting the impact of market price fluctuations on its investment portfolio.
- Strong Company Performance: As of May 14, 2026, Structure Therapeutics' shares were priced at $39.84, reflecting a 60% increase over the past year, significantly outperforming the S&P 500's 25% gain, indicating strong market recognition of its future potential.
- Positive Clinical Progress: Structure Therapeutics reported promising Phase 2 data for its oral obesity candidate aleniglipron, showing up to 16.3% placebo-adjusted weight loss at 44 weeks, underscoring its competitive edge in the GLP-1 therapy market.
See More
ACT Capital Management Fully Exits Structure Therapeutics Stake
- Complete Exit: ACT Capital Management sold all 38,500 shares of Structure Therapeutics in Q1 2026, with an estimated trade value of $2.63 million, indicating a full exit that reflects a cautious stance amid biotech market volatility.
- Net Position Change: The transaction resulted in a $2.68 million decrease in ACT's net position, suggesting that after a significant price increase, management opted to lock in profits at a high point to mitigate potential market risks.
- Strong Company Performance: As of May 7, 2026, Structure Therapeutics shares were priced at $39.15, up 47% over the past year, outperforming the S&P 500 by 17 percentage points, highlighting its robust growth potential in chronic disease treatment.
- Strong Financial Position: Structure ended the quarter with approximately $1.5 billion in cash and short-term investments, which is expected to fund operations through the end of 2028, enhancing its competitive edge in future product development and commercialization.
See More
