Velan Capital Investment Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CIDARA THERAPEUTICS INC | 0 | 108,404 | +108,404 | 0 | 10,380,767 | 9.75% | +10,380,767 |
| PROTARA THERAPEUTICS INC | 0 | 2,139,000 | +2,139,000 | 0 | 9,304,650 | 8.74% | +9,304,650 |
| REZOLUTE INC | 0 | 750,000 | +750,000 | 0 | 7,050,000 | 6.62% | +7,050,000 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 0 | 132,805 | +132,805 | 0 | 7,038,665 | 6.61% | +7,038,665 |
| JASPER THERAPEUTICS INC | 0 | 2,668,395 | +2,668,395 | 0 | 6,205,880 | 5.83% | +6,205,880 |
| ABIVAX SA(ABVX) | 0 | 64,389 | +64,389 | 0 | 5,466,626 | 5.13% | +5,466,626 |
| MINERALYS THERAPEUTICS INC(MLYS) | 174,600 | 175,600 | +1,000 | 2,362,338 | 6,658,752 | 6.25% | +4,296,414 |
| ZOOZ PWR LTD | 0 | 2,000,000 | +2,000,000 | 0 | 4,280,000 | 4.02% | +4,280,000 |
| LANTHEUS HLDGS INC(LNTH) | 0 | 73,545 | +73,545 | 0 | 3,772,123 | 3.54% | +3,772,123 |
| AVALO THERAPEUTICS INC(AVTX) | 0 | 263,642 | +263,642 | 0 | 3,350,890 | 3.15% | +3,350,890 |
| INSPIREMD INC | 904,029 | 2,143,698 | +1,239,669 | 2,052,146 | 5,166,312 | 4.85% | +3,114,166 |
| EUPRAXIA PHARMACEUTICALS INC | 0 | 352,000 | +352,000 | 0 | 2,076,800 | 1.95% | +2,076,800 |
| RAPT THERAPEUTICS INC | 0 | 79,977 | +79,977 | 0 | 2,062,607 | 1.94% | +2,062,607 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 0 | 130,000 | +130,000 | 0 | 2,000,050 | 1.88% | +2,000,050 |
| TREVI THERAPEUTICS INC(TRVI) | 0 | 205,000 | +205,000 | 0 | 1,875,750 | 1.76% | +1,875,750 |
| UNIQURE NV(QURE) | 0 | 32,000 | +32,000 | 0 | 1,867,840 | 1.75% | +1,867,840 |
| EDESA BIOTECH INC | 0 | 687,500 | +687,500 | 0 | 1,698,125 | 1.60% | +1,698,125 |
| CORBUS PHARMACEUTICALS HLDGS | 0 | 61,000 | +61,000 | 0 | 771,650 | 0.72% | +771,650 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 86,500 | 86,500 | 0 | 1,209,270 | 1,866,670 | 1.75% | +657,400 |
| TENAX THERAPEUTICS INC | 0 | 83,333 | +83,333 | 0 | 634,164 | 0.60% | +634,164 |
| SUTRO BIOPHARMA INC | 3,060,000 | 3,120,000 | +60,000 | 2,184,534 | 2,709,408 | 2.54% | +524,874 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 0 | 6,500 | +6,500 | 0 | 224,185 | 0.21% | +224,185 |
| OVID THERAPEUTICS INC | 160,000 | 160,000 | 0 | 52,784 | 208,000 | 0.20% | +155,216 |
| PYXIS ONCOLOGY INC | 0 | 55,000 | +55,000 | 0 | 122,100 | 0.11% | +122,100 |
| IMMUNOME INC(IMNM) | 0 | 10,000 | +10,000 | 0 | 117,100 | 0.11% | +117,100 |
| PRECISION BIOSCIENCES INC | 0 | 20,000 | +20,000 | 0 | 110,400 | 0.10% | +110,400 |
| PROQR THRAPEUTICS N V | 0 | 45,000 | +45,000 | 0 | 95,850 | 0.09% | +95,850 |
| GOSSAMER BIO INC | 75,000 | 70,000 | -5,000 | 92,250 | 184,100 | 0.17% | +91,850 |
| ALECTOR INC | 55,000 | 55,000 | 0 | 77,000 | 162,800 | 0.15% | +85,800 |
| CYTOMX THERAPEUTICS INC | 75,000 | 80,000 | +5,000 | 170,250 | 255,200 | 0.24% | +84,950 |
| DESIGN THERAPEUTICS INC | 20,000 | 20,000 | 0 | 67,400 | 150,600 | 0.14% | +83,200 |
| TERNS PHARMACEUTICALS INC | 20,000 | 20,000 | 0 | 74,600 | 150,200 | 0.14% | +75,600 |
| ERASCA INC(ERAS) | 65,000 | 65,000 | 0 | 82,550 | 141,700 | 0.13% | +59,150 |
| PROTAGONIST THERAPEUTICS INC | 3,700 | 3,700 | 0 | 204,499 | 245,791 | 0.23% | +41,292 |
| VENTYX BIOSCIENCES INC | 40,000 | 40,000 | 0 | 85,600 | 124,400 | 0.12% | +38,800 |
| NURIX THERAPEUTICS INC(NRIX) | 10,000 | 16,000 | +6,000 | 113,900 | 147,840 | 0.14% | +33,940 |
| CONTEXT THERAPEUTICS INC | 100,000 | 100,000 | 0 | 65,520 | 96,880 | 0.09% | +31,360 |
| IMMIX BIOPHARMA INC | 25,000 | 35,000 | +10,000 | 51,750 | 73,150 | 0.07% | +21,400 |
| ACLARIS THERAPEUTICS INC | 32,700 | 32,700 | 0 | 46,434 | 62,130 | 0.06% | +15,696 |
| WAVE LIFE SCIENCES LTD(WVE) | 15,000 | 15,000 | 0 | 97,500 | 109,800 | 0.10% | +12,300 |
| PMV PHARMACEUTICALS INC | 35,000 | 35,000 | 0 | 37,100 | 49,000 | 0.05% | +11,900 |
| LARIMAR THERAPEUTICS INC | 33,000 | 33,000 | 0 | 95,370 | 106,590 | 0.10% | +11,220 |
| GERON CORP(GERN) | 70,000 | 80,000 | +10,000 | 98,700 | 109,600 | 0.10% | +10,900 |
| ELEDON PHARMACEUTICALS INC | 338,973 | 346,973 | +8,000 | 918,617 | 898,660 | 0.84% | -19,957 |
| NEXTCUREINC | 45,000 | 0 | -45,000 | 20,700 | 0 | — | -20,700 |
| PYXISONCOLOGYINC | 40,000 | 0 | -40,000 | 44,000 | 0 | — | -44,000 |
| 4DMOLECULARTHERAPEUTICSIN | 12,000 | 0 | -12,000 | 44,520 | 0 | — | -44,520 |
| VYNETHERAPEUTICSINC | 30,000 | 0 | -30,000 | 49,500 | 0 | — | -49,500 |
| PROQRTHRAPEUTICSNV | 45,000 | 0 | -45,000 | 91,800 | 0 | — | -91,800 |
| TELA BIO INC | 747,410 | 747,410 | 0 | 1,449,975 | 1,113,641 | 1.05% | -336,334 |
| KIORAPHARMACEUTICALSINC | 122,223 | 0 | -122,223 | 352,002 | 0 | — | -352,002 |
| CORBUSPHARMACEUTICALSHLDGS | 59,000 | 0 | -59,000 | 407,100 | 0 | — | -407,100 |
| TENAXTHERAPEUTICSINC | 83,333 | 0 | -83,333 | 479,998 | 0 | — | -479,998 |
| AVALOTHERAPEUTICSINC(AVTX) | 154,972 | 0 | -154,972 | 773,310 | 0 | — | -773,310 |
| ALUMIS INC | 1,620,846 | 946,683 | -674,163 | 4,862,538 | 3,777,265 | 3.55% | -1,085,273 |
| UPSTREAMBIOINC | 107,000 | 0 | -107,000 | 1,174,860 | 0 | — | -1,174,860 |
| NEKTARTHERAPEUTICS(NKTR)(Call) | 50,000 | 0 | -50,000 | 1,292,000 | 0 | — | -1,292,000 |
| EDESABIOTECHINC | 687,500 | 0 | -687,500 | 1,395,625 | 0 | — | -1,395,625 |
| REPLIMUNE GROUP INC(REPL) | 183,083 | 20,000 | -163,083 | 1,700,841 | 83,800 | 0.08% | -1,617,041 |
| PERSPECTIVETHERAPEUTICSINC | 500,000 | 0 | -500,000 | 1,720,000 | 0 | — | -1,720,000 |
| LIQUIDIACORPORATION(LQDA) | 239,260 | 0 | -239,260 | 2,981,180 | 0 | — | -2,981,180 |
| REZOLUTEINC | 750,000 | 0 | -750,000 | 3,345,000 | 0 | — | -3,345,000 |
| HERON THERAPEUTICS INC | 6,986,744 | 8,753,290 | +1,766,546 | 14,462,560 | 11,029,145 | 10.36% | -3,433,415 |
| SCPHARMACEUTICALSINC | 917,668 | 0 | -917,668 | 3,496,315 | 0 | — | -3,496,315 |
| ARVINASINC | 500,000 | 0 | -500,000 | 3,680,000 | 0 | — | -3,680,000 |
| CIDARATHERAPEUTICSINC | 100,000 | 0 | -100,000 | 4,871,000 | 0 | — | -4,871,000 |
| TOURMALINE BIO INC | 393,889 | 5,800 | -388,089 | 6,298,285 | 277,414 | 0.26% | -6,020,871 |
| PRAXISPRECISIONMEDICINESI(PRAX) | 149,334 | 0 | -149,334 | 6,279,495 | 0 | — | -6,279,495 |
| ZEVRATHERAPEUTICSINC | 715,000 | 0 | -715,000 | 6,299,150 | 0 | — | -6,299,150 |
| PROTARATHERAPEUTICSINC | 2,139,000 | 0 | -2,139,000 | 6,481,170 | 0 | — | -6,481,170 |
| JASPERTHERAPEUTICSINC | 1,433,828 | 0 | -1,433,828 | 7,957,745 | 0 | — | -7,957,745 |
| VERONAPHARMAPLC | 95,000 | 0 | -95,000 | 8,985,100 | 0 | — | -8,985,100 |