Fund Holdings — Lion Point Capital, LP

Total Portfolio Value
$17.60M
Total Bought
$3.79M
Total Sold
$2.51M
Net Transaction
+$1.28M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ROYALTY PHARMA PLC(RPRX)021,400+21,40007554.29%+755
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)067,500+67,50004842.75%+484
MINERALYS THERAPEUTICS INC(MLYS)79,00039,000-40,0001,0691,4798.40%+410
KURA ONCOLOGY INC(KURA)046,000+46,00004072.31%+407
SERES THERAPEUTICS INC(MCRB)17,03827,138+10,1001895222.97%+333
COMPASS PATHWAYS PLC(CMPS)058,000+58,00003321.89%+332
SYNDAX PHARMACEUTICALS INC(SNDX)55,00055,00005158464.81%+331
PRAXIS PRECISION MEDICINES I(PRAX)05,700+5,70003021.72%+302
DAY ONE BIOPHARMACEUTICALS I
COM
042,000+42,00002961.68%+296
ROCKET PHARMACEUTICALS INC(RCKT)086,000+86,00002801.59%+280
MILESTONE PHARMACEUTICALS IN(MIST)548,806658,553+109,7471,0651,3177.48%+252
MERSANA THERAPEUTICS INC025,760+25,76002001.14%+200
BENITEC BIOPHARMA INC(BNTC)62,00062,00007258704.94%+144
DISC MEDICINE INC(IRON)10,60010,60005617003.98%+139
JASPER THERAPEUTICS INC(JSPR)146,500398,558+252,0588139495.39%+135
REGENXBIO INC(RGNX)57,75057,75004745573.17%+83
AVADEL PHARMACEUTICALS PLC98,70059,700-39,0008739125.18%+38
BIOHAVEN LTD(BHVN)22,70022,70003203411.94%+20
ARCUTIS BIOTHERAPEUTICS INC(ARQT)46,30035,300-11,0006496653.78%+16
SPRUCE BIOSCIENCES INC01,000+1,000090.05%+9
GERON CORP(GERN)500,000500,00007056853.89%-20
HUMACYTE INC(HUMA)83,50083,50001751450.83%-29
INSMED INC(INSM)10,6506,250-4,4001,0729005.11%-172
MERSANA THERAPEUTICS INC644,0000-644,0001910—-191
KINIKSA PHARMACEUTICALS INTL(KNSA)45,90023,400-22,5001,2709095.16%-361
ARDELYX INC335,400162,750-172,6501,3158975.09%-418
BRIDGEBIO PHARMA INC(BBIO)26,00013,300-12,7001,1236913.92%-432
FENNEC PHARMACEUTICALS INC(FENC)195,700123,000-72,7001,6241,1516.54%-473
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Lion Point Capital, LP — 13F Holdings — Q3 2025 | TickerTrail