Velan Capital Investment Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUTRO BIOPHARMA INC | 312,000 | 512,160 | +200,160 | 3,609,840 | 12,757,906 | 7.99% | +9,148,066 |
| TENAX THERAPEUTICS INC | 83,333 | 583,333 | +500,000 | 1,015,829 | 9,327,495 | 5.84% | +8,311,666 |
| IMMIX BIOPHARMA INC | 35,000 | 740,000 | +705,000 | 183,050 | 6,741,400 | 4.22% | +6,558,350 |
| ANTERIS TECHNOLOGIES GLOBAL | 0 | 700,000 | +700,000 | 0 | 3,885,000 | 2.43% | +3,885,000 |
| EDESA BIOTECH INC | 687,500 | 827,500 | +140,000 | 976,250 | 4,327,825 | 2.71% | +3,351,575 |
| XENCOR INC(XNCR) | 0 | 250,000 | +250,000 | 0 | 3,015,000 | 1.89% | +3,015,000 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 100,781 | 100,781 | 0 | 29,704,192 | 32,470,630 | 20.34% | +2,766,438 |
| CYTOMX THERAPEUTICS INC. | 80,000 | 540,000 | +460,000 | 340,800 | 2,538,000 | 1.59% | +2,197,200 |
| LYELL IMMUNOPHARMA INC | 0 | 102,000 | +102,000 | 0 | 2,046,120 | 1.28% | +2,046,120 |
| EVOMMUNE INC | 506,754 | 446,255 | -60,499 | 8,675,628 | 10,259,402 | 6.43% | +1,583,774 |
| ROCKET PHARMACEUTICALS INC | 0 | 294,643 | +294,643 | 0 | 1,054,822 | 0.66% | +1,054,822 |
| MAPLIGHT THERAPEUTICS INC(MPLT) | 522,305 | 492,893 | -29,412 | 9,174,288 | 10,020,515 | 6.28% | +846,227 |
| NASUS PHARMA LTD | 0 | 359,390 | +359,390 | 0 | 797,846 | 0.50% | +797,846 |
| QUOIN PHARMACEUTICALS LTD | 0 | 84,849 | +84,849 | 0 | 560,003 | 0.35% | +560,003 |
| REZOLUTE INC | 750,000 | 750,000 | 0 | 1,770,000 | 2,287,500 | 1.43% | +517,500 |
| ESPERION THERAPEUTICS INC NE(ESPR) | 1,210,000 | 1,720,000 | +510,000 | 4,477,000 | 4,712,800 | 2.95% | +235,800 |
| ARTIVA BIOTHERAPEUTICS INC | 0 | 25,000 | +25,000 | 0 | 161,000 | 0.10% | +161,000 |
| NEUMORA THERAPEUTICS INC. | 0 | 80,000 | +80,000 | 0 | 156,000 | 0.10% | +156,000 |
| CORBUS PHARMACEUTICALS HLDGS | 13,000 | 26,000 | +13,000 | 105,820 | 244,140 | 0.15% | +138,320 |
| PRECISION BIOSCIENCES INC | 20,000 | 40,000 | +20,000 | 83,200 | 220,000 | 0.14% | +136,800 |
| XILIO THERAPEUTICS INC | 0 | 14,285 | +14,285 | 0 | 120,137 | 0.08% | +120,137 |
| CONTEXT THERAPEUTICS INC | 100,000 | 100,000 | 0 | 147,000 | 262,000 | 0.16% | +115,000 |
| KALARIS THERAPEUTICS INC | 0 | 18,000 | +18,000 | 0 | 103,860 | 0.07% | +103,860 |
| OVID THERAPEUTICS INC | 160,000 | 160,000 | 0 | 260,800 | 355,200 | 0.22% | +94,400 |
| MACROGENICS INC | 0 | 30,000 | +30,000 | 0 | 86,700 | 0.05% | +86,700 |
| KARYOPHARM THERAPEUTICS INC | 0 | 15,000 | +15,000 | 0 | 83,550 | 0.05% | +83,550 |
| PROTAGONIST THERAPEUTICS INC | 3,700 | 3,700 | 0 | 323,158 | 389,980 | 0.24% | +66,822 |
| PMV PHARMACEUTICALS INC | 35,000 | 73,000 | +38,000 | 43,750 | 90,520 | 0.06% | +46,770 |
| DESIGN THERAPEUTICS INC | 20,000 | 20,000 | 0 | 187,600 | 212,800 | 0.13% | +25,200 |
| LARIMAR THERAPEUTICS INC | 33,000 | 33,000 | 0 | 125,730 | 148,500 | 0.09% | +22,770 |
| REPLIMUNE GROUP INC | 15,000 | 20,000 | +5,000 | 145,800 | 153,000 | 0.10% | +7,200 |
| IMMUNOME INC(IMNM) | 10,000 | 10,000 | 0 | 214,800 | 218,700 | 0.14% | +3,900 |
| PROQR THRAPEUTICS N V | 45,000 | 45,000 | 0 | 90,900 | 72,900 | 0.05% | -18,000 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 6,500 | 6,500 | 0 | 431,535 | 407,550 | 0.26% | -23,985 |
| PYXIS ONCOLOGY INC | 40,000 | 0 | -40,000 | 46,000 | 0 | — | -46,000 |
| NURIX THERAPEUTICS INC(NRIX) | 16,000 | 16,000 | 0 | 303,520 | 248,000 | 0.16% | -55,520 |
| XILIO THERAPEUTICS INC | 170,000 | 0 | -170,000 | 108,834 | 0 | — | -108,834 |
| EUPRAXIA PHARMACEUTICALS INC | 352,000 | 352,000 | 0 | 2,657,600 | 2,548,480 | 1.60% | -109,120 |
| GOSSAMER BIO INC | 70,000 | 70,000 | 0 | 217,000 | 22,995 | 0.01% | -194,005 |
| PROTARA THERAPEUTICS INC | 2,834,652 | 2,834,652 | 0 | 15,108,695 | 14,768,537 | 9.25% | -340,158 |
| VENTYX BIOSCIENCES INC | 40,000 | 0 | -40,000 | 361,200 | 0 | — | -361,200 |
| INSPIREMD INC | 2,143,698 | 2,099,652 | -44,046 | 3,815,782 | 3,422,433 | 2.14% | -393,349 |
| PROFOUND MED CORP | 285,710 | 285,710 | 0 | 2,248,538 | 1,851,401 | 1.16% | -397,137 |
| ABIVAX SA(ABVX) | 67,000 | 77,000 | +10,000 | 9,035,285 | 8,573,950 | 5.37% | -461,335 |
| TREVI THERAPEUTICS INC(TRVI)(Call) | 38,500 | 0 | -38,500 | 482,020 | 0 | — | -482,020 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 86,500 | 91,123 | +4,623 | 2,691,880 | 1,782,366 | 1.12% | -909,514 |
| KAZIA THERAPEUTICS LTD | 300,000 | 135,315 | -164,685 | 2,067,000 | 1,006,744 | 0.63% | -1,060,256 |
| VERRICA PHARMACEUTICALS INC | 471,559 | 471,559 | 0 | 3,918,655 | 2,494,547 | 1.56% | -1,424,108 |
| AVALO THERAPEUTICS INC | 263,642 | 185,122 | -78,520 | 4,787,739 | 2,763,871 | 1.73% | -2,023,868 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 130,000 | 10,000 | -120,000 | 2,731,300 | 233,600 | 0.15% | -2,497,700 |
| JASPER THERAPEUTICS INC | 2,668,395 | 2,668,395 | 0 | 4,883,163 | 2,338,047 | 1.46% | -2,545,116 |
| TREVI THERAPEUTICS INC(TRVI) | 205,000 | 0 | -205,000 | 2,566,600 | 0 | — | -2,566,600 |
| TERNS PHARMACEUTICALS INC | 70,000 | 0 | -70,000 | 2,828,000 | 0 | — | -2,828,000 |
| RAPT THERAPEUTICS INC | 108,000 | 0 | -108,000 | 3,657,960 | 0 | — | -3,657,960 |
| HERON THERAPEUTICS INC | 8,753,290 | 8,753,290 | 0 | 11,379,277 | 7,003,507 | 4.39% | -4,375,770 |
| LANTHEUS HLDGS INC(LNTH) | 74,687 | 0 | -74,687 | 4,970,420 | 0 | — | -4,970,420 |
| MINERALYS THERAPEUTICS INC(MLYS) | 151,000 | 11,000 | -140,000 | 5,479,790 | 297,990 | 0.19% | -5,181,800 |
| CIDARA THERAPEUTICS INC | 108,404 | 0 | -108,404 | 23,945,360 | 0 | — | -23,945,360 |