Soleus Capital Management, L.P.
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 ▲▼ | |
| SPDR SERIES TRUST(Put) | 0 | 2,900,000 | +2,900,000 | 0 | 353,597,000 | +353,597,000 |
| CELCUITY INC | 1,178,860 | 1,808,258 | +629,398 | 58,235,684 | 180,355,653 | +122,119,969 |
| DEXCOM INC | 0 | 1,297,094 | +1,297,094 | 0 | 86,088,129 | +86,088,129 |
| GLOBUS MED INC | 176,000 | 887,000 | +711,000 | 10,079,520 | 77,443,970 | +67,364,450 |
| PRAXIS PRECISION MEDICINES I | 859,166 | 362,966 | -496,200 | 45,535,798 | 106,980,599 | +61,444,801 |
| KRYSTAL BIOTECH INC | 1,018,831 | 941,059 | -77,772 | 179,854,236 | 232,008,686 | +52,154,450 |
| INSULET CORP | 0 | 150,000 | +150,000 | 0 | 42,636,000 | +42,636,000 |
| AMICUS THERAPEUTICS INC | 4,690,000 | 5,207,284 | +517,284 | 36,957,200 | 74,151,724 | +37,194,524 |
| ALKERMES PLC | 0 | 1,322,364 | +1,322,364 | 0 | 36,999,745 | +36,999,745 |
| LIVANOVA PLC | 0 | 567,500 | +567,500 | 0 | 34,918,275 | +34,918,275 |
| MIRUM PHARMACEUTICALS INC | 148,696 | 573,614 | +424,918 | 10,900,904 | 45,309,770 | +34,408,866 |
| BIOMARIN PHARMACEUTICAL INC | 890,304 | 1,320,000 | +429,696 | 48,218,865 | 78,447,600 | +30,228,735 |
| IMMUNOVANT INC | 0 | 1,110,000 | +1,110,000 | 0 | 28,216,200 | +28,216,200 |
| VAXCYTE INC | 0 | 608,958 | +608,958 | 0 | 28,097,322 | +28,097,322 |
| TELEFLEX INCORPORATED | 0 | 190,000 | +190,000 | 0 | 23,187,600 | +23,187,600 |
| EDGEWISE THERAPEUTICS INC | 0 | 910,000 | +910,000 | 0 | 22,581,650 | +22,581,650 |
| GSK PLC | 220,000 | 639,000 | +419,000 | 9,495,200 | 31,336,560 | +21,841,360 |
| ALNYLAM PHARMACEUTICALS INC | 15,250 | 70,000 | +54,750 | 6,954,000 | 27,835,500 | +20,881,500 |
| INVIVYD INC | 0 | 7,708,727 | +7,708,727 | 0 | 19,040,556 | +19,040,556 |
| CAPRICOR THERAPEUTICS INC | 0 | 646,390 | +646,390 | 0 | 18,654,815 | +18,654,815 |
| KINIKSA PHARMACEUTICALS INTL | 150,000 | 587,000 | +437,000 | 5,824,500 | 24,213,750 | +18,389,250 |
| TENET HEALTHCARE CORP | 0 | 92,500 | +92,500 | 0 | 18,381,600 | +18,381,600 |
| ARCUS BIOSCIENCES INC | 0 | 711,983 | +711,983 | 0 | 16,966,555 | +16,966,555 |
| SYNDAX PHARMACEUTICALS INC | 2,012,110 | 2,247,110 | +235,000 | 30,956,312 | 47,211,781 | +16,255,469 |
| ENLIVEN THERAPEUTICS INC | 0 | 1,025,000 | +1,025,000 | 0 | 15,785,000 | +15,785,000 |
| INHIBIKASE THERAPEUTICS INC | 6,325,000 | 10,875,000 | +4,550,000 | 10,246,500 | 22,293,750 | +12,047,250 |
| RAPT THERAPEUTICS INC | 537,903 | 764,000 | +226,097 | 13,872,518 | 25,876,680 | +12,004,162 |
| VERICEL CORP | 0 | 764,000 | +764,000 | 0 | 27,511,640 | +27,511,640 |
| NEUROPACE INC | 2,957,957 | 2,703,208 | -254,749 | 30,496,537 | 41,737,532 | +11,240,995 |
| TREVI THERAPEUTICS INC | 0 | 900,000 | +900,000 | 0 | 11,268,000 | +11,268,000 |
| SEPTERNA INC | 18,260 | 383,368 | +365,108 | 343,471 | 10,688,300 | +10,344,829 |
| AXOGEN INC | 1,726,553 | 1,206,855 | -519,698 | 30,801,706 | 39,500,364 | +8,698,658 |
| CERUS CORP | 0 | 4,000,000 | +4,000,000 | 0 | 8,240,000 | +8,240,000 |
| MBX BIOSCIENCES INC | 275,000 | 408,900 | +133,900 | 4,812,500 | 12,896,706 | +8,084,206 |
| INSMED INC | 2,550 | 48,500 | +45,950 | 367,226 | 8,440,940 | +8,073,714 |
| AVALO THERAPEUTICS INC | 0 | 441,978 | +441,978 | 0 | 8,026,320 | +8,026,320 |
| EDAP TMS S A | 7,309,254 | 7,309,254 | 0 | 16,738,192 | 24,047,446 | +7,309,254 |
| ANI PHARMACEUTICALS INC | 340,243 | 486,243 | +146,000 | 31,166,259 | 38,384,022 | +7,217,763 |
| GERON CORP | 17,290,000 | 23,290,000 | +6,000,000 | 23,687,300 | 30,742,800 | +7,055,500 |
| ORTHOPEDIATRICS CORP | 128,000 | 525,447 | +397,447 | 2,371,840 | 9,331,939 | +6,960,099 |
| TWIST BIOSCIENCE CORP | 0 | 1,861,802 | +1,861,802 | 0 | 59,056,359 | +59,056,359 |
| STRUCTURE THERAPEUTICS INC | 0 | 90,000 | +90,000 | 0 | 6,259,500 | +6,259,500 |
| ABIVAX SA | 0 | 45,000 | +45,000 | 0 | 6,068,475 | +6,068,475 |
| ORUKA THERAPEUTICS INC | 0 | 190,000 | +190,000 | 0 | 5,758,900 | +5,758,900 |
| NEUROCRINE BIOSCIENCES INC | 138,000 | 175,982 | +37,982 | 19,372,440 | 24,959,527 | +5,587,087 |
| JADE BIOSCIENCES INC | 796,744 | 796,744 | 0 | 6,875,901 | 12,293,760 | +5,417,859 |
| MOONLAKE IMMUNOTHERAPEUTICS | 0 | 400,000 | +400,000 | 0 | 5,272,000 | +5,272,000 |
| NEOGENOMICS INC | 0 | 427,504 | +427,504 | 0 | 5,027,447 | +5,027,447 |
| NATERA INC | 0 | 20,000 | +20,000 | 0 | 4,581,800 | +4,581,800 |
| PULMONX CORP | 0 | 2,038,323 | +2,038,323 | 0 | 4,504,694 | +4,504,694 |
| COGENT BIOSCIENCES INC | 0 | 120,000 | +120,000 | 0 | 4,262,400 | +4,262,400 |
| RIGEL PHARMACEUTICALS INC | 330,010 | 300,034 | -29,976 | 9,349,183 | 12,850,456 | +3,501,273 |
| PHARVARIS N V | 647,052 | 702,052 | +55,000 | 16,143,947 | 19,481,943 | +3,337,996 |
| ERASCA INC | 2,162,162 | 2,162,162 | 0 | 4,713,513 | 8,043,243 | +3,329,730 |
| TYRA BIOSCIENCES INC | 0 | 125,000 | +125,000 | 0 | 3,286,250 | +3,286,250 |
| KARYOPHARM THERAPEUTICS INC | 0 | 440,000 | +440,000 | 0 | 3,238,400 | +3,238,400 |
| ZYMEWORKS INC | 0 | 100,000 | +100,000 | 0 | 2,633,000 | +2,633,000 |
| VIKING THERAPEUTICS INC | 0 | 70,000 | +70,000 | 0 | 2,462,600 | +2,462,600 |
| CALCIMEDICA INC | 683,904 | 683,904 | 0 | 2,103,552 | 4,506,927 | +2,403,375 |
| INHIBRX BIOSCIENCES INC | 0 | 25,000 | +25,000 | 0 | 1,975,000 | +1,975,000 |
| BICARA THERAPEUTICS INC | 0 | 100,000 | +100,000 | 0 | 1,683,000 | +1,683,000 |
| KODIAK SCIENCES INC | 19,644 | 60,000 | +40,356 | 321,572 | 1,677,600 | +1,356,028 |
| GRAIL INC | 0 | 11,000 | +11,000 | 0 | 941,490 | +941,490 |
| NURIX THERAPEUTICS INC | 2,422,833 | 1,219,394 | -1,203,439 | 22,386,977 | 23,131,904 | +744,927 |
| ORGANOGENESIS HLDGS INC | 12,131,699 | 9,985,951 | -2,145,748 | 51,195,770 | 51,727,226 | +531,456 |
| QUOIN PHARMACEUTICALS LTD | 0 | 25,000 | +25,000 | 0 | 360,750 | +360,750 |
| BETA BIONICS INC | 3,870,158 | 2,534,565 | -1,335,593 | 76,900,039 | 77,228,196 | +328,157 |
| DYNE THERAPEUTICS INC | 0 | 10,000 | +10,000 | 0 | 195,600 | +195,600 |
| DELCATH SYS INC | 10,000 | 10,000 | 0 | 107,500 | 101,000 | -6,500 |
| TECTONIC THERAPEUTIC INC | 25,000 | 0 | -25,000 | 392,250 | 0 | -392,250 |
| MEREO BIOPHARMA GROUP PLC | 299,711 | 0 | -299,711 | 617,405 | 0 | -617,405 |
| MYOMO INC | 704,275 | 0 | -704,275 | 628,213 | 0 | -628,213 |
| ESSA PHARMA INC | 4,362,026 | 0 | -4,362,026 | 833,147 | 0 | -833,147 |
| SIONNA THERAPEUTICS INC | 413,500 | 268,500 | -145,000 | 12,161,035 | 11,046,090 | -1,114,945 |
| LIQUIDIA CORPORATION | 50,000 | 0 | -50,000 | 1,137,000 | 0 | -1,137,000 |
| ADVERUM BIOTECHNOLOGIES INC | 287,246 | 0 | -287,246 | 1,301,224 | 0 | -1,301,224 |
| IMMUNIC INC | 1,580,007 | 0 | -1,580,007 | 1,392,934 | 0 | -1,392,934 |
| INSPIREMD INC | 1,470,934 | 1,150,000 | -320,934 | 3,544,951 | 2,047,000 | -1,497,951 |
| MANNKIND CORP | 300,000 | 0 | -300,000 | 1,611,000 | 0 | -1,611,000 |
| EVOLUS INC | 1,450,000 | 1,070,000 | -380,000 | 8,903,000 | 7,115,500 | -1,787,500 |
| VISTAGEN THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| IOVANCE BIOTHERAPEUTICS INC | 976,707 | 0 | -976,707 | 2,119,454 | 0 | -2,119,454 |
| RAPPORT THERAPEUTICS INC | 80,000 | 0 | -80,000 | 2,376,000 | 0 | -2,376,000 |
| CRESCENT BIOPHARMA INC. | 200,000 | 0 | -200,000 | 2,378,000 | 0 | -2,378,000 |
| TANGO THERAPEUTICS INC | 300,000 | 10,000 | -290,000 | 2,520,000 | 88,600 | -2,431,400 |
| IDEAYA BIOSCIENCES INC | 100,000 | 0 | -100,000 | 2,721,000 | 0 | -2,721,000 |
| FRACTYL HEALTH INC | 2,500,000 | 400,000 | -2,100,000 | 3,975,000 | 880,000 | -3,095,000 |
| JASPER THERAPEUTICS INC | 1,494,420 | 200,000 | -1,294,420 | 3,556,720 | 366,000 | -3,190,720 |
| AKERO THERAPEUTICS INC | 71,000 | 0 | -71,000 | 3,371,080 | 0 | -3,371,080 |
| HARROW INC | 85,498 | 0 | -85,498 | 4,119,294 | 0 | -4,119,294 |
| CERIBELL INC | 360,000 | 0 | -360,000 | 4,136,400 | 0 | -4,136,400 |
| OLEMA PHARMACEUTICALS INC | 619,874 | 69,874 | -550,000 | 6,068,566 | 1,746,850 | -4,321,716 |
| ETON PHARMACEUTICALS INC | 200,000 | 0 | -200,000 | 4,346,000 | 0 | -4,346,000 |
| CG ONCOLOGY INC | 290,000 | 170,000 | -120,000 | 11,681,200 | 7,058,400 | -4,622,800 |
| ESTABLISHMENT LABS HLDGS INC | 139,512 | 0 | -139,512 | 5,718,597 | 0 | -5,718,597 |
| LB PHARMACEUTICALS INC | 400,000 | 10,000 | -390,000 | 6,316,000 | 222,600 | -6,093,400 |
| ARCELLX INC | 100,000 | 30,000 | -70,000 | 8,210,000 | 1,956,000 | -6,254,000 |
| NUVALENT INC | 88,000 | 0 | -88,000 | 7,610,240 | 0 | -7,610,240 |
| VERASTEM INC | 0 | 0 | 0 | 0 | 0 | 0 |
| C4 THERAPEUTICS INC | 7,053,942 | 3,803,942 | -3,250,000 | 15,659,751 | 7,265,529 | -8,394,222 |