AgomAb Therapeutics NV reported that Redmile Group, LLC and affiliated persons beneficially hold 2,735,926 Common Shares, representing 5.6% of the class. The 5.6% percentage is calculated using 49,247,975 Common Shares outstanding as of March 31, 2026, per the issuer's Form 20-F. The disclosed stake consists of 2,579,676 Common Shares and 156,250 ADS (each ADS representing one Common Share) held by Redmile Biopharma Investments III, L.P.; Redmile acts as investment manager and Jeremy C. Green is identified as a principal. The filing states shared voting and dispositive power over the 2,735,926 shares and contains customary disclaimers of beneficial ownership by Redmile and Mr. Green.
Positive
None.
Negative
None.
Insights
Redmile and affiliates report a 5.6% position in AgomAb, shown as shared voting/dispositive power.
The filing lists 2,735,926 Common Shares held via Redmile Biopharma Investments III, L.P., composed of 2,579,676 Common Shares and 156,250 ADS (one ADS = one Common Share). The percentage basis is March 31, 2026 outstanding shares, per the Form 20-F.
Ownership is reported as shared voting and dispositive power, with formal disclaimers of beneficial ownership by Redmile and Jeremy C. Green except for any pecuniary interest. Subsequent filings would disclose material changes in stake or voting arrangements.
Stake size and disclosure method are routine; the position is material but not controlling.
The stake equals 5.6% of outstanding Common Shares and is held by an investment vehicle managed by Redmile. The classification as shared power indicates manager-level control over voting/disposition, not sole control.
Watch for any amendments reporting increases or decreases in holdings or filings that convert this to a Schedule 13D, which would indicate activist intent.
"156,250 American Depositary Shares ("ADS"), each representing one Common Share"
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Beneficially ownedregulatory
"that are or may be deemed beneficially owned by Redmile Group, LLC"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Redmile reports beneficial ownership of 2,735,926 Common Shares, equal to 5.6% of the class based on March 31, 2026 outstanding shares of 49,247,975.
How is Redmile's 2,735,926 position composed?
The position comprises 2,579,676 Common Shares and 156,250 ADS, with each ADS representing one Common Share, as stated in the filing.
Who within Redmile is named in the filing?
Redmile Group, LLC, Jeremy C. Green, and Redmile Biopharma Investments III, L.P. are listed, with Redmile acting as investment manager and Mr. Green as a principal.
What voting and dispositive powers are reported?
The filing reports shared voting power and shared dispositive power over 2,735,926 shares for each reporting person; sole voting/dispositive power is reported as 0.
On what basis is the 5.6% percentage calculated?
The percentage is based on 49,247,975 Common Shares outstanding as of March 31, 2026, as reported by the issuer in its Form 20-F filed April 23, 2026.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
AgomAb Therapeutics NV
(Name of Issuer)
Common Shares, no nominal value per share
(Title of Class of Securities)
00860C102
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
00860C102
1
Names of Reporting Persons
Redmile Group, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,735,926.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,735,926.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,735,926.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
IA, OO
Comment for Type of Reporting Person: The information in Item 4 relating to the Issuer's common shares, no nominal value per share ("Common Shares"), that are or may be deemed beneficially owned by Redmile Group, LLC ("Redmile") is incorporated herein by reference.
Percentage based on 49,247,975 Common Shares outstanding as of March 31, 2026, as reported by the Issuer in its Annual Report on Form 20-F for the fiscal year ended December 31, 2025, filed with the SEC on April 23, 2026 (the "Form 20-F").
SCHEDULE 13G
CUSIP Number(s):
00860C102
1
Names of Reporting Persons
Jeremy C. Green
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED KINGDOM
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,735,926.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,735,926.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,735,926.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
HC, IN
Comment for Type of Reporting Person: The information in Item 4 relating to the Common Shares that are or may be deemed beneficially owned by Jeremy C. Green is incorporated herein by reference.
Percentage based on 49,247,975 Common Shares outstanding as of March 31, 2026, as reported by the Issuer in the Form 20-F.
SCHEDULE 13G
CUSIP Number(s):
00860C102
1
Names of Reporting Persons
Redmile Biopharma Investments III, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
2,735,926.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
2,735,926.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
2,735,926.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.6 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: The information in Item 4 relating to the Common Shares that are or may be deemed beneficially owned by Redmile Biopharma Investments III, L.P. ("RBI III") is incorporated herein by reference.
Percentage based on 49,247,975 Common Shares outstanding as of March 31, 2026, as reported by the Issuer in the Form 20-F.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
AgomAb Therapeutics NV
(b)
Address of issuer's principal executive offices:
Posthoflei 1/6, 2600 Antwerpen, Belgium
Item 2.
(a)
Name of person filing:
Redmile Group, LLC
Jeremy C. Green
Redmile Biopharma Investments III, L.P.
(b)
Address or principal business office or, if none, residence:
Redmile Group, LLC
900 Larkspur Landing Circle, Suite 270
Larkspur, California 94939
Jeremy C. Green
c/o Redmile Group, LLC (NY Office)
45 W. 27th Street, Floor 11
New York, NY 10001
Redmile Biopharma Investments III, L.P.
c/o Redmile Group, LLC
900 Larkspur Landing Circle, Suite 270
Larkspur, California 94939
(c)
Citizenship:
Redmile Group, LLC: Delaware
Jeremy C. Green: United Kingdom
Redmile Biopharma Investments III, L.P.: Delaware
(d)
Title of class of securities:
Common Shares, no nominal value per share
(e)
CUSIP Number(s):
00860C102
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
There is no CUSIP number assigned to the Common Shares. CUSIP number 00860C102 has been assigned to the American Depositary Shares (ADSs) of the Issuer.
Redmile Group, LLC - 2,735,926 (1)
Jeremy C. Green - 2,735,926 (1)
Redmile Biopharma Investments III, L.P. - 2,735,926 (1)
(b)
Percent of class:
Redmile Group, LLC - 5.6% (2)
Jeremy C. Green - 5.6% (2)
Redmile Biopharma Investments III, L.P. - 5.6% (2)
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Redmile Group, LLC - 0
Jeremy C. Green - 0
Redmile Biopharma Investments III, L.P. - 0
(ii) Shared power to vote or to direct the vote:
Redmile Group, LLC - 2,735,926 (1)
Jeremy C. Green - 2,735,926 (1)
Redmile Biopharma Investments III, L.P. - 2,735,926 (1)
(iii) Sole power to dispose or to direct the disposition of:
Redmile Group, LLC - 0
Jeremy C. Green - 0
Redmile Biopharma Investments III, L.P. - 0
(iv) Shared power to dispose or to direct the disposition of:
Redmile Group, LLC - 2,735,926 (1)
Jeremy C. Green - 2,735,926 (1)
Redmile Biopharma Investments III, L.P. - 2,735,926 (1)
(1) As of March 31, 2026, each of the reporting person's beneficial ownership of Common Shares is comprised of 2,579,676 Common Shares and 156,250 American Depositary Shares ("ADS"), each representing one Common Share. The Common Shares and ADS are directly held by RBI III, a private investment vehicle for which Redmile is the investment manager. Redmile may be deemed to beneficially own these securities in its capacity as the investment manager with discretion to vote and dispose of all Common Shares held by RBI III. Mr. Green also may be deemed to beneficially own these securities as the principal of Redmile. Redmile and Mr. Green each disclaim beneficial ownership of these securities, except to the extent of its or his pecuniary interest in such securities, if any.
(2) Percentage based on 49,247,975 Common Shares outstanding as of March 31, 2026, as reported by the Issuer in the Form 20-F.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
See the response to Item 4.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Redmile Group, LLC
Signature:
/s/ Jeremy C. Green
Name/Title:
Managing Member
Date:
05/15/2026
Jeremy C. Green
Signature:
/s/ Jeremy C. Green
Name/Title:
Jeremy C. Green
Date:
05/15/2026
Redmile Biopharma Investments III, L.P.
Signature:
/s/ Jeremy C. Green
Name/Title:
Managing Member of Redmile Biopharma Investments III (GP), LLC, general partner of Redmile Biopharma Investments III, L.P.
