Lion Point Capital, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 67,500 | 67,500 | 0 | 889,650 | 1,258,200 | 7.52% | +368,550 |
| ROYALTY PHARMA PLC(RPRX) | 21,400 | 21,400 | 0 | 826,896 | 1,026,558 | 6.14% | +199,662 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 4,450 | 4,450 | 0 | 1,311,593 | 1,433,746 | 8.57% | +122,153 |
| GERON CORP | 578,000 | 578,000 | 0 | 762,960 | 861,220 | 5.15% | +98,260 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 36,000 | 36,000 | 0 | 756,360 | 840,960 | 5.03% | +84,600 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 9,100 | 9,100 | 0 | 225,817 | 286,650 | 1.71% | +60,833 |
| LANTHEUS HLDGS INC(LNTH) | 5,500 | 5,500 | 0 | 366,025 | 417,175 | 2.49% | +51,150 |
| COMPASS PATHWAYS PLC(CMPS) | 58,000 | 80,000 | +22,000 | 400,200 | 442,400 | 2.64% | +42,200 |
| VIATRIS INC(VTRS) | 27,700 | 27,700 | 0 | 344,865 | 374,227 | 2.24% | +29,362 |
| INNOVIVA INC(INVA) | 8,200 | 8,200 | 0 | 163,918 | 191,060 | 1.14% | +27,142 |
| ARDELYX INC | 128,650 | 128,650 | 0 | 750,030 | 770,614 | 4.61% | +20,584 |
| GH RESEARCH PLC(GHRS) | 10,200 | 10,200 | 0 | 129,540 | 143,412 | 0.86% | +13,872 |
| SAREPTA THERAPEUTICS INC(SRPT) | 28,500 | 28,500 | 0 | 613,320 | 620,160 | 3.71% | +6,840 |
| ROCKET PHARMACEUTICALS INC | 86,000 | 86,000 | 0 | 301,860 | 307,880 | 1.84% | +6,020 |
| JANUX THERAPEUTICS INC(JANX) | 19,000 | 19,000 | 0 | 262,200 | 264,100 | 1.58% | +1,900 |
| MERSANA THERAPEUTICS INC | 100 | 0 | -100 | 2,893 | 0 | — | -2,893 |
| BRIDGEBIO PHARMA INC(BBIO) | 5,000 | 5,000 | 0 | 382,450 | 371,300 | 2.22% | -11,150 |
| SPRUCE BIOSCIENCES INC | 1,000 | 1,000 | 0 | 87,110 | 65,350 | 0.39% | -21,760 |
| DYNE THERAPEUTICS INC(DYN) | 18,000 | 18,000 | 0 | 352,080 | 326,340 | 1.95% | -25,740 |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 5,250 | 5,250 | 0 | 152,460 | 123,690 | 0.74% | -28,770 |
| INNATE PHARMA S A | 81,151 | 81,151 | 0 | 142,014 | 103,873 | 0.62% | -38,141 |
| PACIRA BIOSCIENCES INC(PCRX) | 13,500 | 13,500 | 0 | 349,380 | 305,100 | 1.82% | -44,280 |
| HUMACYTE INC | 500,000 | 650,000 | +150,000 | 480,250 | 394,355 | 2.36% | -85,895 |
| MINERALYS THERAPEUTICS INC(MLYS) | 10,500 | 10,500 | 0 | 381,045 | 284,445 | 1.70% | -96,600 |
| KURA ONCOLOGY INC | 46,000 | 46,000 | 0 | 477,940 | 373,980 | 2.24% | -103,960 |
| UNIQURE NV(QURE) | 14,700 | 14,700 | 0 | 351,771 | 240,345 | 1.44% | -111,426 |
| AZENTA INC | 9,700 | 9,700 | 0 | 322,622 | 204,961 | 1.22% | -117,661 |
| DISC MEDICINE INC(IRON) | 8,100 | 8,100 | 0 | 643,221 | 517,914 | 3.10% | -125,307 |
| MINERVA NEUROSCIENCES INC | 35,000 | 0 | -35,000 | 140,700 | 0 | — | -140,700 |
| BIOHAVEN LTD(BHVN) | 51,700 | 51,700 | 0 | 583,693 | 437,382 | 2.61% | -146,311 |
| REGENXBIO INC | 26,600 | 26,600 | 0 | 383,040 | 222,908 | 1.33% | -160,132 |
| CUE BIOPHARMA INC | 2,202,854 | 2,202,854 | 0 | 672,752 | 506,436 | 3.03% | -166,316 |
| FENNEC PHARMACEUTICALS INC | 112,434 | 112,434 | 0 | 865,742 | 691,469 | 4.13% | -174,273 |
| BENITEC BIOPHARMA INC | 62,000 | 62,000 | 0 | 835,140 | 660,300 | 3.95% | -174,840 |
| SERES THERAPEUTICS INC | 31,570 | 31,570 | 0 | 469,762 | 280,026 | 1.67% | -189,736 |
| VENTYX BIOSCIENCES INC | 41,500 | 0 | -41,500 | 374,745 | 0 | — | -374,745 |
| DAY ONE BIOPHARMACEUTICALS I | 42,000 | 0 | -42,000 | 391,440 | 0 | — | -391,440 |
| JASPER THERAPEUTICS INC | 465,000 | 465,000 | 0 | 850,950 | 407,433 | 2.44% | -443,517 |
| MILESTONE PHARMACEUTICALS IN | 755,000 | 820,000 | +65,000 | 1,525,100 | 975,800 | 5.83% | -549,300 |