SCHEDULE: Avoro Capital Advisors Discloses 9.97% Stake in Centessa

Avoro Capital Advisors LLC and Behzad Aghazadeh have disclosed a 9.97% beneficial ownership stake in Centessa Pharmaceuticals plc, holding 14,555,555 ordinary shares.

Summary

• Avoro Capital Advisors LLC and Behzad Aghazadeh have filed an Amendment No. 1 to Schedule 13G, disclosing their beneficial ownership in Centessa Pharmaceuticals plc.
• The reporting persons collectively beneficially own 14,555,555 ordinary shares, which are represented by American Depositary Shares (ADSs) trading under the symbol "CNTA."
• This ownership represents 9.97% of Centessa Pharmaceuticals plc's outstanding common stock.
• The shares were acquired and are held for investment purposes in the ordinary course of business, not to change or influence control of the issuer.
• The percentage is calculated based on 146,049,056 shares outstanding, as reported in Centessa's Prospectus Supplement filed on November 13, 2025.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive development, as it confirms a significant institutional investor's continued or established stake, which can be interpreted as a vote of confidence without providing new operational insights.

Positives

• A significant institutional investor, Avoro Capital Advisors LLC, holds a 9.97% stake in Centessa Pharmaceuticals plc, potentially signaling confidence in the company's future.

Future Outlook

No forward-looking statements or guidance from Centessa Pharmaceuticals plc are provided in this beneficial ownership disclosure.

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that significant institutional ownership in biotechnology and pharmaceutical companies like Centessa Pharmaceuticals plc is common, often reflecting investor confidence in a company's drug pipeline or strategic direction. Avoro Capital Advisors' substantial stake suggests a long-term investment thesis, aligning with typical strategies for specialized life sciences funds.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant institutional ownership. May instill confidence due to a large investor's stake.
• Company Management: Awareness of a significant shareholder's position, which could influence future engagement.

Key Dates

Recommendation

This Schedule 13G filing primarily serves as a disclosure of a significant beneficial ownership stake by Avoro Capital Advisors LLC and Behzad Aghazadeh in Centessa Pharmaceuticals plc. While the nearly 10% stake by a specialized life sciences investor can be interpreted as a positive signal of confidence in the company's long-term prospects, the filing itself does not contain new operational, financial, or strategic information that would fundamentally alter the investment thesis. Therefore, a 'hold' recommendation is appropriate, as investors should continue to monitor the company's core business developments rather than making a decision solely based on this ownership disclosure.

Keywords

Centessa Pharmaceuticals, CNTA, Avoro Capital Advisors, Behzad Aghazadeh, Schedule 13G, Beneficial Ownership, Institutional Investor, Pharmaceuticals, Biotechnology, Investment Advisory