SCHEDULE: Venrock Group Discloses 6.1% Stake in Adlai Nortye Ltd.

Sentiment:

Beneficial Ownership Report


A group of Venrock entities and individuals has reported a 6.1% beneficial ownership stake in Adlai Nortye Ltd., totaling 9,638,193 ordinary shares.

Capital raiseThe percentage of class calculation is based in part on 64,615,386 ordinary shares issued in a private placement of equity securities by Adlai Nortye Ltd.This private placement closed on February 4, 2026.

Summary

  • A group of Reporting Persons, including Venrock Healthcare Capital Partners III, L.P., VHCP Co-Investment Holdings III, LLC, Venrock Healthcare Capital Partners EG, L.P., VHCP Management III, LLC, VHCP Management EG, LLC, Nimish Shah, and Bong Koh, has filed a Schedule 13G.
  • The Reporting Persons collectively beneficially own 9,638,193 ordinary shares of Adlai Nortye Ltd.
  • This ownership represents 6.1% of Adlai Nortye Ltd.'s total ordinary shares outstanding.
  • The ownership is primarily held through American Depositary Shares (ADS), with each ADS representing three ordinary shares.
  • The group holds shared voting power and shared dispositive power over all 9,638,193 shares.
  • The filing certifies that the securities were not acquired for the purpose of changing or influencing the control of Adlai Nortye Ltd.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive development, as it signifies a significant institutional investor's confidence in Adlai Nortye Ltd. by taking a substantial stake, though it is a passive investment.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Schedule 13G filings are standard disclosures for passive investors acquiring significant stakes (5% or more) in public companies. Venrock's disclosure indicates a notable institutional interest in Adlai Nortye Ltd., a common occurrence in the biotechnology or pharmaceutical sectors where venture capital firms often hold substantial equity positions post-IPO or through private placements.

Stakeholder Impact

  • Shareholders: Provides transparency regarding a significant institutional ownership stake, potentially signaling confidence from a notable investor group.
  • Management: Awareness of a large, passive institutional holder.

Key Dates

DateDescription
2025-06-30Date of ordinary shares outstanding reported in Issuer's Form 6-K.
2025-12-29Date Issuer's Report of Foreign Private Issuer on Form 6-K was filed with the SEC, reporting shares outstanding as of June 30, 2025.
2026-02-03Date Issuer's Report of Foreign Issuer on Form 6-K was filed with the SEC, reporting a private placement.
2026-02-04Date of event requiring the Schedule 13G filing, corresponding to the closing of a private placement of equity securities by Adlai Nortye Ltd.
2026-02-11Date of execution for the Power of Attorney for Bong Koh, Power of Attorney for Nimish Shah, and the Joint Filing Agreement.
2026-02-11Date the Schedule 13G was signed and filed.

Keywords

Adlai Nortye Ltd., Venrock, Schedule 13G, Beneficial Ownership, Ordinary Shares, ADS, Institutional Investor, Equity Stake, SEC Filing

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