Lion Point Capital, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$15.7B
Holdings
21
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 30,500 | $2.3B | 14.84% | |
| 2 | ARDXARDELYX INC | 335,400 | $1.6B | 10.51% | |
| 3 | MLYSMINERALYS THERAPEUTICS INC | 79,000 | $1.3B | 8.00% | |
| 4 | FRXFENNEC PHARMACEUTICALS INC | 195,700 | $1.2B | 7.60% | |
| 5 | KNSAKINIKSA PHARMACEUTICALS LTD | 45,900 | $1.0B | 6.50% | |
| 6 | BBIOBRIDGEBIO PHARMA INC | 26,000 | $898.8M | 5.73% | |
| 7 | BNTCBENITEC BIOPHARMA INC | 62,000 | $806.6M | 5.15% | |
| 8 | GONGERON CORP | 500,000 | $795.0M | 5.07% | |
| 9 | AVDLAVADEL PHARMACEUTICALS PLC | 98,700 | $772.8M | 4.93% | |
| 10 | ARQTARCUTIS BIOTHERAPEUTICS INC | 46,300 | $724.1M | 4.62% | |
| 11 | SNDXSYNDAX PHARMACEUTICALS INC | 55,000 | $675.7M | 4.31% | |
| 12 | JSPRJASPER THERAPEUTICS INC | 146,500 | $630.0M | 4.02% | |
| 13 | BHVNBIOHAVEN LTD | 22,700 | $545.7M | 3.48% | |
| 14 | IRONDISC MEDICINE INC | 10,600 | $526.2M | 3.36% | |
| 15 | MISTMILESTONE PHARMACEUTICALS IN | 548,806 | $439.1M | 2.80% | |
| 16 | RGNXREGENXBIO INC | 57,750 | $412.9M | 2.63% | |
| 17 | BLE0BLUEBIRD BIO INC | 78,912 | $385.1M | 2.46% | |
| 18 | MCRB1EURSERES THERAPEUTICS INC | 340,761 | $238.5M | 1.52% | |
| 19 | —MERSANA THERAPEUTICS INC | 644,000 | $221.7M | 1.41% | |
| 20 | HUMAHUMACYTE INC | 83,500 | $142.4M | 0.91% | |
| 21 | SPRBSPRUCE BIOSCIENCES INC | 75,000 | $21.8M | 0.14% |