Vivo Capital, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Terns Pharmaceuticals Inc | 6,895,746 | 5,346,928 | -1,548,818 | 51,787,052 | 216,015,891 | +164,228,839 |
| Praxis Precision Medicines | 198,895 | 328,895 | +130,000 | 10,541,435 | 96,938,512 | +86,397,077 |
| Cidara Therapeutics, Inc. | 1,311,425 | 956,670 | -354,755 | 125,582,058 | 211,318,836 | +85,736,778 |
| Cogent Biosciences Inc | 2,789,137 | 2,398,993 | -390,144 | 40,052,007 | 85,212,231 | +45,160,224 |
| DBV Technologies SA | 1,054,506 | 2,461,626 | +1,407,120 | 10,545,060 | 47,189,370 | +36,644,310 |
| SAB Biotherapeutics Inc | 11,420,000 | 11,420,000 | 0 | 22,954,200 | 42,710,800 | +19,756,600 |
| Alto Neuroscience Inc | 0 | 1,035,551 | +1,035,551 | 0 | 18,432,808 | +18,432,808 |
| Dyne Therapeutics Inc | 2,614,960 | 2,614,960 | 0 | 33,079,244 | 51,148,618 | +18,069,374 |
| Abivax SA - ADR | 359,305 | 359,305 | 0 | 30,504,995 | 48,454,076 | +17,949,081 |
| Compass Therapeutics Inc | 9,545,466 | 9,545,466 | 0 | 33,409,131 | 51,259,152 | +17,850,021 |
| Minerva Neurosciences Inc | 0 | 4,322,747 | +4,322,747 | 0 | 17,377,443 | +17,377,443 |
| Trevi Therapeutics Inc | 5,094,668 | 5,094,668 | 0 | 46,616,212 | 63,785,243 | +17,169,031 |
| Avadel Pharmaceuticals PLC | 2,684,109 | 2,684,109 | 0 | 40,986,344 | 57,842,549 | +16,856,205 |
| Design Therapeutics Inc | 0 | 1,612,903 | +1,612,903 | 0 | 15,129,030 | +15,129,030 |
| Erasca Inc | 9,273,428 | 9,273,428 | 0 | 20,216,073 | 34,497,152 | +14,281,079 |
| CAMP4 Therapeutics Inc | 3,921,568 | 4,246,568 | +325,000 | 11,764,704 | 26,031,462 | +14,266,758 |
| Moonlake Immunotherapeutics | 0 | 1,000,000 | +1,000,000 | 0 | 13,180,000 | +13,180,000 |
| Tango Therapeutics Inc | 776,699 | 2,154,780 | +1,378,081 | 6,524,272 | 19,091,351 | +12,567,079 |
| Aclaris Therapeutics, Inc. | 8,888,888 | 8,888,888 | 0 | 16,888,887 | 26,755,553 | +9,866,666 |
| Viridian Therapeutics Inc | 982,576 | 982,576 | 0 | 21,203,990 | 30,577,765 | +9,373,775 |
| Bright Minds Biosciences Inc | 501,617 | 501,617 | 0 | 30,428,087 | 39,146,191 | +8,718,104 |
| Palisade Bio Inc | 0 | 2,293,578 | +2,293,578 | 0 | 5,389,908 | +5,389,908 |
| LB Pharmaceuticals Inc | 800,000 | 800,000 | 0 | 12,632,000 | 17,808,000 | +5,176,000 |
| Zenas Biopharma Inc | 1,183,260 | 853,495 | -329,765 | 26,268,372 | 30,990,403 | +4,722,031 |
| Pepgen Inc | 2,325,000 | 2,325,000 | 0 | 10,741,500 | 15,135,750 | +4,394,250 |
| Cytomx Therapeutics Inc | 2,884,615 | 2,884,615 | 0 | 9,201,922 | 12,288,460 | +3,086,538 |
| Pasithea Therapeutics Corp | 0 | 2,100,000 | +2,100,000 | 0 | 2,709,000 | +2,709,000 |
| Surrozen Inc | 260,000 | 260,000 | 0 | 3,350,100 | 5,876,000 | +2,525,900 |
| Unicycive Therapeutics | 1,789,916 | 1,789,916 | 0 | 7,804,034 | 10,327,815 | +2,523,781 |
| Eupraxia Pharmaceuticals Inc | 1,350,000 | 1,350,000 | 0 | 7,965,000 | 10,192,500 | +2,227,500 |
| Olema Pharmaceuticals Inc | 1,505,862 | 671,843 | -834,019 | 14,742,389 | 16,796,075 | +2,053,686 |
| Silence Therapeutics PLC | 1,105,454 | 1,105,454 | 0 | 5,737,306 | 6,721,160 | +983,854 |
| Tenax Therapeutics Inc | 208,333 | 208,333 | 0 | 1,585,414 | 2,539,579 | +954,165 |
| EnGene Holdings Inc | 0 | 285,046 | +285,046 | 0 | 843,736 | +843,736 |
| Corvus Pharmaceuticals Holdings | 2,234,566 | 2,234,566 | 0 | 16,468,751 | 17,206,158 | +737,407 |
| Dianthus Therapeutics Inc | 353,998 | 353,998 | 0 | 13,929,821 | 14,588,258 | +658,437 |
| Sinovac Biotech Ltd. | 5,903,000 | 5,903,000 | 0 | 38,192,410 | 38,192,410 | 0 |
| Precision Biosciences Inc | 4,675 | 4,675 | 0 | 25,806 | 19,449 | -6,357 |
| Abeona Therapeutics, Inc. | 1,842,751 | 1,842,751 | 0 | 9,729,725 | 9,711,298 | -18,427 |
| Sera Prognostics Inc | 1,650,440 | 1,650,440 | 0 | 5,050,346 | 4,868,798 | -181,548 |
| Bolt Therapeutics Inc | 176,064 | 72,414 | -103,650 | 936,660 | 395,960 | -540,700 |
| Geron Corp | 27,225,292 | 27,225,292 | 0 | 37,298,650 | 35,937,385 | -1,361,265 |
| Monopar Therapeutics Inc | 90,500 | 90,500 | 0 | 7,391,135 | 5,909,650 | -1,481,485 |
| Instil Bio Inc | 292,743 | 292,743 | 0 | 5,228,390 | 3,220,173 | -2,008,217 |
| Verastem Inc | 2,644,985 | 1,106,524 | -1,538,461 | 23,355,218 | 8,542,365 | -14,812,853 |
| Oric Pharmaceuticals Inc | 3,126,604 | 2,118,384 | -1,008,220 | 37,519,248 | 17,328,381 | -20,190,867 |
| Soleno Therapeutics Inc | 2,278,203 | 894,909 | -1,383,294 | 154,006,523 | 41,434,287 | -112,572,236 |