Cormorant Asset Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ERASCA INC(ERAS) | 0 | 5,800,000 | +5,800,000 | 0 | 93,844,000 | 4.73% | +93,844,000 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 0 | 950,000 | +950,000 | 0 | 79,724,000 | 4.02% | +79,724,000 |
| ALUMIS INC | 0 | 3,949,241 | +3,949,241 | 0 | 87,001,779 | 4.39% | +87,001,779 |
| DAMORA THERAPEUTICS INC(DMRA) | 0 | 1,525,000 | +1,525,000 | 0 | 39,497,500 | 1.99% | +39,497,500 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 1,425,000 | +1,425,000 | 0 | 29,811,000 | 1.50% | +29,811,000 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 0 | 4,480,433 | +4,480,433 | 0 | 83,515,271 | 4.21% | +83,515,271 |
| AGOMAB THERAPEUTICS NV | 0 | 2,465,348 | +2,465,348 | 0 | 25,861,501 | 1.30% | +25,861,501 |
| BIOAGE LABS INC | 0 | 2,890,605 | +2,890,605 | 0 | 50,556,681 | 2.55% | +50,556,681 |
| MAZE THERAPEUTICS INC(MAZE) | 0 | 750,000 | +750,000 | 0 | 22,387,500 | 1.13% | +22,387,500 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 0 | 3,260,000 | +3,260,000 | 0 | 102,690,000 | 5.18% | +102,690,000 |
| ROIVANT SCIENCES LTD(ROIV) | 0 | 750,000 | +750,000 | 0 | 20,775,000 | 1.05% | +20,775,000 |
| ADLAI NORTYE LTD | 0 | 2,897,857 | +2,897,857 | 0 | 20,053,170 | 1.01% | +20,053,170 |
| TERNS PHARMACEUTICALS INC | 0 | 300,000 | +300,000 | 0 | 15,816,000 | 0.80% | +15,816,000 |
| BIOHAVEN LTD(BHVN) | 0 | 1,760,000 | +1,760,000 | 0 | 14,889,600 | 0.75% | +14,889,600 |
| HELIX ACQUISITION CORP III | 0 | 1,297,500 | +1,297,500 | 0 | 13,182,600 | 0.66% | +13,182,600 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 533,340 | +533,340 | 0 | 26,160,327 | 1.32% | +26,160,327 |
| SENSEI BIOTHERAPEUTICS INC | 0 | 306,222 | +306,222 | 0 | 9,652,117 | 0.49% | +9,652,117 |
| ZURA BIO LTD | 0 | 1,450,000 | +1,450,000 | 0 | 8,627,500 | 0.43% | +8,627,500 |
| CENTESSA PHARMACEUTICALS PLC(CNTA) | 0 | 1,050,000 | +1,050,000 | 0 | 41,706,000 | 2.10% | +41,706,000 |
| STRUCTURE THERAPEUTICS INC | 0 | 175,000 | +175,000 | 0 | 8,435,000 | 0.43% | +8,435,000 |
| OLEMA PHARMACEUTICALS INC(OLMA)(Call) | 0 | 500,000 | +500,000 | 0 | 7,455,000 | — | +7,455,000 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 0 | 400,000 | +400,000 | 0 | 6,580,000 | 0.33% | +6,580,000 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 0 | 100,000 | +100,000 | 0 | 6,270,000 | 0.32% | +6,270,000 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 0 | 885,500 | +885,500 | 0 | 285,299,245 | 14.38% | +285,299,245 |
| CABALETTA BIO INC | 0 | 5,500,000 | +5,500,000 | 0 | 14,795,000 | 0.75% | +14,795,000 |
| RALLYBIO CORP | 0 | 400,000 | +400,000 | 0 | 3,588,000 | 0.18% | +3,588,000 |
| CORBUS PHARMACEUTICALS HLDGS | 0 | 2,344,971 | +2,344,971 | 0 | 22,019,278 | 1.11% | +22,019,278 |
| CONTEXT THERAPEUTICS INC | 0 | 529,550 | +529,550 | 0 | 1,387,421 | 0.07% | +1,387,421 |
| RAPPORT THERAPEUTICS INC(RAPP) | 0 | 2,957,521 | +2,957,521 | 0 | 92,540,832 | 4.67% | +92,540,832 |
| ASCENDIS PHARMA A/S(ASND) | 0 | 95,000 | +95,000 | 0 | 21,729,350 | 1.10% | +21,729,350 |
| VAXCYTE INC(PCVX) | 0 | 100,000 | +100,000 | 0 | 5,811,000 | 0.29% | +5,811,000 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 0 | 350,000 | +350,000 | 0 | 4,865,000 | 0.25% | +4,865,000 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 200,000 | +200,000 | 0 | 7,698,000 | 0.39% | +7,698,000 |
| PHARVARIS N V | 0 | 1,000,000 | +1,000,000 | 0 | 28,250,000 | 1.42% | +28,250,000 |
| MBX BIOSCIENCES INC(MBX) | 0 | 1,120,000 | +1,120,000 | 0 | 33,432,000 | 1.69% | +33,432,000 |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 0 | 450,000 | +450,000 | 0 | 10,602,000 | 0.53% | +10,602,000 |
| NEWAMSTERDAM PHARMA COMPANY | 0 | 950,000 | +950,000 | 0 | 30,409,500 | 1.53% | +30,409,500 |
| TARSUS PHARMACEUTICALS INC(TARS) | 0 | 225,000 | +225,000 | 0 | 15,783,750 | 0.80% | +15,783,750 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 0 | 250,000 | +250,000 | 0 | 9,080,000 | 0.46% | +9,080,000 |
| AXSOME THERAPEUTICS INC.(AXSM) | 0 | 50,000 | +50,000 | 0 | 8,451,000 | 0.43% | +8,451,000 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 1,059,331 | +1,059,331 | 0 | 77,299,383 | 3.90% | +77,299,383 |
| JANUX THERAPEUTICS INC(JANX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 0 | 3,900,000 | +3,900,000 | 0 | 58,149,000 | 2.93% | +58,149,000 |
| GH RESEARCH PLC(GHRS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INSMED INC(INSM) | 0 | 190,000 | +190,000 | 0 | 31,068,800 | 1.57% | +31,068,800 |
| BRIDGEBIO PHARMA INC(BBIO) | 0 | 850,000 | +850,000 | 0 | 63,121,000 | 3.18% | +63,121,000 |
| ENGENE HOLDINGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| EYEPOINT INC(EYPT) | 0 | 8,265,000 | +8,265,000 | 0 | 106,535,850 | 5.37% | +106,535,850 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 0 | 17,878,594 | +17,878,594 | 0 | 160,013,416 | 8.07% | +160,013,416 |
| ABIVAX SA(ABVX) | 0 | 760,000 | +760,000 | 0 | 84,626,000 | 4.27% | +84,626,000 |
| SPDR SERIES TRUST(Put) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ISHARES TR(Put) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INVESCO QQQ TR(Put) | 0 | 0 | 0 | 0 | 0 | — | 0 |