ACUTA CAPITAL PARTNERS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PRAXIS PRECISION MEDICINES I(PRAX) | 0 | 84,901 | +84,901 | 0 | 27,354,253 | 19.46% | +27,354,253 |
| TANGO THERAPEUTICS INC(TNGX) | 282,732 | 441,831 | +159,099 | 2,505,006 | 9,243,105 | 6.57% | +6,738,099 |
| SUTRO BIOPHARMA INC | 67,451 | 269,425 | +201,974 | 780,408 | 6,711,377 | 4.77% | +5,930,969 |
| ERASCA INC(ERAS) | 0 | 354,575 | +354,575 | 0 | 5,737,024 | 4.08% | +5,737,024 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 0 | 191,760 | +191,760 | 0 | 3,574,406 | 2.54% | +3,574,406 |
| WHITEHAWK THERAPEUTICS INC | 3,410,402 | 3,410,402 | 0 | 8,253,173 | 11,765,887 | 8.37% | +3,512,714 |
| 4D MOLECULAR THERAPEUTICS INC | 0 | 242,255 | +242,255 | 0 | 2,255,394 | 1.60% | +2,255,394 |
| REVOLUTION MEDICINES INC(RVMD) | 8,411 | 26,069 | +17,658 | 669,936 | 2,535,210 | 1.80% | +1,865,274 |
| IDEAYA BIOSCIENCES INC(IDYA) | 0 | 48,234 | +48,234 | 0 | 1,607,157 | 1.14% | +1,607,157 |
| BRIGHT MINDS BIOSCIENCES INC | 84,477 | 111,996 | +27,519 | 6,592,585 | 8,172,348 | 5.81% | +1,579,763 |
| MINERVA NEUROSCIENCES | 709,500 | 709,500 | 0 | 2,852,190 | 4,274,738 | 3.04% | +1,422,548 |
| IDEAYA BIOSCIENCES INC(IDYA)(Call) | 0 | 350 | +350 | 0 | 1,166,200 | — | +1,166,200 |
| ENTRADA THERAPEUTICS INC | 0 | 89,358 | +89,358 | 0 | 1,127,698 | 0.80% | +1,127,698 |
| SURROZEN INC | 178,415 | 172,847 | -5,568 | 4,032,179 | 5,035,033 | 3.58% | +1,002,854 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 60,808 | +60,808 | 0 | 907,863 | 0.65% | +907,863 |
| OCULIS HOLDING AG | 101,777 | 98,339 | -3,438 | 2,032,487 | 2,614,834 | 1.86% | +582,347 |
| TERNS PHARMACEUTICALS INC | 637,095 | 495,772 | -141,323 | 25,738,638 | 26,137,100 | 18.59% | +398,462 |
| UNITED THERAPEUTICS CORP(UTHR) | 2,296 | 2,224 | -72 | 1,118,726 | 1,318,788 | 0.94% | +200,062 |
| DESIGN THERAPEUTICS INC | 150,906 | 145,900 | -5,006 | 1,415,498 | 1,552,376 | 1.10% | +136,878 |
| LB PHARMACEUTICALS INC(LBRX) | 30,000 | 28,919 | -1,081 | 667,800 | 713,143 | 0.51% | +45,343 |
| UNICYCIVE THERAPEUTICS INC | 59,985 | 57,959 | -2,026 | 346,113 | 381,370 | 0.27% | +35,257 |
| NUVATION BIO INC -CW27(NUVB) | 90,832 | 0 | -90,832 | 29,975 | 0 | — | -29,975 |
| MAZE THERAPEUTICS INC(MAZE) | 20,000 | 19,335 | -665 | 828,600 | 577,150 | 0.41% | -251,450 |
| TAYSHA GENE THERAPIES INC(TSHA) | 454,827 | 439,464 | -15,363 | 2,501,549 | 1,964,404 | 1.40% | -537,145 |
| PASITHEA THERAPEUTICS CORP | 450,000 | 0 | -450,000 | 580,500 | 0 | — | -580,500 |
| ARGEN SE - ADR(ARGX) | 4,851 | 4,690 | -161 | 4,079,448 | 3,424,873 | 2.44% | -654,575 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 16,708 | 0 | -16,708 | 688,537 | 0 | — | -688,537 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 59,280 | 0 | -59,280 | 781,310 | 0 | — | -781,310 |
| VERASTEM INC | 143,446 | 0 | -143,446 | 1,107,403 | 0 | — | -1,107,403 |
| INHIBRX BIOSCIENCES INC(INBX) | 16,377 | 0 | -16,377 | 1,293,783 | 0 | — | -1,293,783 |
| COMPASS THERAPEUTICS INC | 1,093,300 | 849,076 | -244,224 | 5,871,021 | 4,491,612 | 3.19% | -1,379,409 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 333,258 | 151,067 | -182,191 | 4,025,757 | 2,099,831 | 1.49% | -1,925,926 |
| ZYMEWORKS INC(ZYME) | 80,143 | 0 | -80,143 | 2,110,165 | 0 | — | -2,110,165 |
| INSMED INC(INSM) | 25,878 | 0 | -25,878 | 4,503,807 | 0 | — | -4,503,807 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 29,008 | 0 | -29,008 | 4,931,360 | 0 | — | -4,931,360 |
| OCULAR THERAPEUTIX INC(OCUL) | 1,052,995 | 592,108 | -460,887 | 12,783,359 | 5,015,155 | 3.57% | -7,768,204 |
| CIDARA THERAPEUTICS INC | 89,145 | 0 | -89,145 | 19,691,239 | 0 | — | -19,691,239 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 83,036 | 0 | -83,036 | 24,474,031 | 0 | — | -24,474,031 |