Caligan Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CG ONCOLOGY INC(CGON)(Call) | 0 | 900,000 | +900,000 | 0 | 60,912,000 | — | +60,912,000 |
| REVOLUTION MEDICINES INC(RVMD) | 1,283,900 | 1,652,808 | +368,908 | 102,262,635 | 160,735,578 | 11.37% | +58,472,943 |
| XENON PHARMACEUTICALS INC(XENE) | 549,665 | 1,393,027 | +843,362 | 24,635,985 | 81,004,520 | 5.73% | +56,368,535 |
| SPYRE THERAPEUTICS INC(SYRE) | 0 | 878,127 | +878,127 | 0 | 44,292,726 | 3.13% | +44,292,726 |
| VAXCYTE INC(PCVX) | 1,704,815 | 2,060,719 | +355,904 | 78,660,164 | 119,748,381 | 8.47% | +41,088,217 |
| LB PHARMACEUTICALS INC(LBRX) | 0 | 1,438,070 | +1,438,070 | 0 | 34,628,726 | 2.45% | +34,628,726 |
| SAB BIOTHERAPEUTICS INC | 0 | 7,967,207 | +7,967,207 | 0 | 30,514,403 | 2.16% | +30,514,403 |
| OPUS GENETICS INC | 0 | 6,075,028 | +6,075,028 | 0 | 27,641,377 | 1.96% | +27,641,377 |
| LIQUIDIA CORPORATION(LQDA) | 8,118,892 | 8,118,892 | 0 | 280,020,585 | 306,406,984 | 21.67% | +26,386,399 |
| MBX BIOSCIENCES INC(MBX) | 0 | 848,590 | +848,590 | 0 | 25,330,412 | 1.79% | +25,330,412 |
| VOR BIOPHARMA INC(VOR) | 925,067 | 1,925,066 | +999,999 | 9,962,972 | 34,343,177 | 2.43% | +24,380,205 |
| TYRA BIOSCIENCES INC(TYRA) | 944,257 | 1,276,968 | +332,711 | 24,824,517 | 48,907,874 | 3.46% | +24,083,357 |
| REVOLUTION MEDICINES INC(RVMD)(Call) | 0 | 228,900 | +228,900 | 0 | 22,260,525 | — | +22,260,525 |
| INVENTIVA SA(IVA) | 2,000,000 | 4,974,906 | +2,974,906 | 9,300,000 | 27,610,728 | 1.95% | +18,310,728 |
| TANGO THERAPEUTICS INC(TNGX) | 3,729,895 | 2,408,798 | -1,321,097 | 33,046,870 | 50,392,054 | 3.56% | +17,345,184 |
| AVALO THERAPEUTICS INC(AVTX) | 881,533 | 1,635,023 | +753,490 | 16,008,639 | 24,410,893 | 1.73% | +8,402,254 |
| ANIKA THERAPEUTICS INC | 1,435,130 | 1,435,130 | 0 | 13,791,599 | 20,809,385 | 1.47% | +7,017,786 |
| SENSEI BIOTHERAPEUTICS INC | 0 | 126,002 | +126,002 | 0 | 3,971,583 | 0.28% | +3,971,583 |
| ADMA BIOLOGICS INC(Call) | 0 | 300,000 | +300,000 | 0 | 2,703,000 | — | +2,703,000 |
| AURA BIOSCIENCES INC | 0 | 229,864 | +229,864 | 0 | 1,537,790 | 0.11% | +1,537,790 |
| XILIO THERAPEUTICS INC | 0 | 112,128 | +112,128 | 0 | 942,996 | 0.07% | +942,996 |
| AGIOS PHARMACEUTICALS INC(AGIO)(Call) | 90,000 | 90,000 | 0 | 2,449,800 | 3,044,700 | — | +594,900 |
| ELEDON PHARMACEUTICALS INC | 555,978 | 0 | -555,978 | 839,527 | 0 | — | -839,527 |
| EXELIXIS INC(EXEL) | 1,553,262 | 1,553,262 | 0 | 68,079,473 | 66,619,407 | 4.71% | -1,460,066 |
| SPRUCE BIOSCIENCES INC | 20,514 | 0 | -20,514 | 1,786,975 | 0 | — | -1,786,975 |
| VERRICA PHARMACEUTICALS INC | 923,910 | 923,910 | 0 | 7,677,692 | 4,887,484 | 0.35% | -2,790,208 |
| MAZE THERAPEUTICS INC(MAZE) | 550,191 | 614,962 | +64,771 | 22,794,413 | 18,356,616 | 1.30% | -4,437,797 |
| INHIBRX BIOSCIENCES INC(INBX)(Call) | 150,000 | 0 | -150,000 | 11,850,000 | 0 | — | -11,850,000 |
| ADMA BIOLOGICS INC | 3,012,508 | 4,756,511 | +1,744,003 | 54,948,146 | 42,856,164 | 3.03% | -12,091,982 |
| RAPT THERAPEUTICS INC | 644,400 | 0 | -644,400 | 21,825,828 | 0 | — | -21,825,828 |
| XENON PHARMACEUTICALS INC(XENE)(Put) | 549,700 | 0 | -549,700 | 24,637,554 | 0 | — | -24,637,554 |
| MINERALYS THERAPEUTICS INC(MLYS) | 2,772,654 | 2,772,654 | 0 | 100,619,614 | 75,111,197 | 5.31% | -25,508,417 |
| INHIBRX BIOSCIENCES INC(INBX) | 323,565 | 0 | -323,565 | 25,561,635 | 0 | — | -25,561,635 |
| ABIVAX SA(ABVX) | 1,451,924 | 1,461,924 | +10,000 | 195,799,211 | 162,785,237 | 11.51% | -33,013,974 |
| MINERALYS THERAPEUTICS INC(MLYS)(Put) | 2,298,400 | 0 | -2,298,400 | 83,408,936 | 0 | — | -83,408,936 |