Caligan Partners LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ABIVAX SA(ABVX) | 1,674,400 | 1,451,924 | -222,476 | 12,809,160 | 123,268,348 | 17.10% | +110,459,188 |
| LIQUIDIA CORPORATION(LQDA) | 8,118,892 | 8,118,892 | 0 | 101,161,394 | 184,623,604 | 25.62% | +83,462,210 |
| MINERALYS THERAPEUTICS INC(MLYS) | 2,017,352 | 2,772,654 | +755,302 | 27,294,773 | 105,139,040 | 14.59% | +77,844,267 |
| AGIOS PHARMACEUTICALS INC(AGIO)(Put) | 0 | 975,000 | +975,000 | 0 | 39,136,500 | — | +39,136,500 |
| ADMA BIOLOGICS INC | 0 | 2,636,609 | +2,636,609 | 0 | 38,652,688 | 5.36% | +38,652,688 |
| REVOLUTION MEDICINES INC(RVMD) | 636,835 | 1,064,249 | +427,414 | 23,429,160 | 49,700,428 | 6.90% | +26,271,268 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 444,565 | +444,565 | 0 | 17,849,285 | 2.48% | +17,849,285 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 833,333 | +833,333 | 0 | 10,591,662 | 1.47% | +10,591,662 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 1,071,258 | 1,131,205 | +59,947 | 35,630,041 | 45,406,569 | 6.30% | +9,776,528 |
| INHIBRX BIOSCIENCES INC(INBX) | 0 | 236,383 | +236,383 | 0 | 7,961,379 | 1.10% | +7,961,379 |
| TYRA BIOSCIENCES INC(TYRA) | 189,950 | 696,825 | +506,875 | 1,817,822 | 9,748,582 | 1.35% | +7,930,760 |
| VERRICA PHARMACEUTICALS INC | 0 | 923,910 | +923,910 | 0 | 3,982,052 | 0.55% | +3,982,052 |
| AURA BIOSCIENCES INC | 200,000 | 227,174 | +27,174 | 1,252,000 | 1,403,935 | 0.19% | +151,935 |
| SELLAS LIFE SCIENCES GROUP I(SLS)(Call) | 2,300,000 | 2,300,000 | 0 | 5,037,000 | 3,703,000 | — | -1,334,000 |
| ANIKA THERAPEUTICS INC | 1,435,130 | 1,435,130 | 0 | 15,183,675 | 13,490,222 | 1.87% | -1,693,453 |
| EXELIXIS INC(EXEL) | 1,525,730 | 1,525,730 | 0 | 67,246,550 | 63,012,649 | 8.74% | -4,233,901 |
| VERRICA PHARMACEUTICALS INC | 9,239,119 | 0 | -9,239,119 | 4,897,657 | 0 | — | -4,897,657 |
| EVOLUS INC | 3,341,970 | 4,138,943 | +796,973 | 30,779,544 | 25,413,110 | 3.53% | -5,366,434 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 638,908 | 0 | -638,908 | 5,724,616 | 0 | — | -5,724,616 |
| REZOLUTE INC | 1,543,014 | 0 | -1,543,014 | 6,881,842 | 0 | — | -6,881,842 |
| Y-MABS THERAPEUTICS INC | 2,342,609 | 0 | -2,342,609 | 10,565,167 | 0 | — | -10,565,167 |
| MERUS N V | 656,999 | 216,954 | -440,045 | 34,558,147 | 20,426,219 | 2.83% | -14,131,928 |
| VERONA PHARMA PLC | 1,436,878 | 0 | -1,436,878 | 135,899,921 | 0 | — | -135,899,921 |