June 2026 Biopharma Hedge Fund Stock Picks: CLDX, ORIC, and CMPX

For June 2026, BPIQ’s Hedge Fund Stock Picks highlight three biopharma names with very different profiles: Celldex Therapeutics, ORIC Pharmaceuticals, and Compass Therapeutics.

CLDX offers a later-stage immunology catalyst setup with an M&A-validated target area. ORIC provides a multi-shot precision oncology story across lung cancer and prostate cancer. CMPX brings the highest risk/reward around a lead asset approaching its first regulatory filing and earlier stage assets.

To be a top hedge fund pick all 3 of these companies are among the most widely held biopharma stocks by the top 36 top biopharma-focused hedge funds. Of course, hedge fund ownership does not guarantee a stock will be a good investment. However, based on over 20 years of experience investing in different strategies for public biopharma companies, we have found that following these top biopharma hedge fund holdings is a powerful strategy for identifying biopharma stocks worth your attention and further diligence.

Elite and Apex members get all 3 June 2026 Hedge Fund Stock Picks with downloadable PDF reports.

CLDX: The Later-Stage Immunology Pick

Celldex Therapeutics is the more mature catalyst story among the June 2026 HF Stock Picks.

Thus, among our June 2026 Hedge Fund Picks, CLDX is better suited for investors looking for a more established clinical-stage biopharma company.

The company has:

• A lead asset with:

  • positive Phase 2 data already on the board

  • a pivotal Phase 3 readout ahead

  • an M&A-validated target

• Several  early stage clinical assets

• a cash runway to support these trials

The key risk is that Phase 3 must confirm the Phase 2 profile on registrational endpoints. Chronic spontaneous urticaria is also becoming a more competitive field, with multiple mechanisms advancing across the space.

Still, among the June 2026 picks, CLDX looks like the cleaner later-stage catalyst story.

Bottom line: CLDX may appeal to investors looking for a more validated biotech catalyst setup, with pivotal data ahead and a broader mast-cell platform behind it.

BPIQ_CLDX_June 2026-HF Stock Pick_.pdf

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This Pro version includes the full CLDX pick and its downloadable PDF report. The complete June 2026 article, with the full ORIC and CMPX picks and downloadable PDF reports for all three names, is available to BPIQ Elite and Apex members.

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Final Takeaway

The June 2026 BPIQ HF Stock Picks show three different ways biotech hedge fund consensus can appear.

CLDX offers a more validated later-stage immunology setup. ORIC offers a multi-program precision oncology setup. CMPX offers a high risk/reward small-cap regulatory leverage setup. All three have strong hedge fund support. All three have upcoming catalysts.

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This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests.

Article history:

First published 6/11/26 EJV, RF