Lion Point Capital, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$14.7B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FRXFENNEC PHARMACEUTICALS INC | 195,700 | $1.6B | 11.03% | |
| 2 | ARDXARDELYX INC | 335,400 | $1.3B | 8.93% | |
| 3 | KNSAKINIKSA PHARMACEUTICALS INTL | 45,900 | $1.3B | 8.62% | |
| 4 | BBIOBRIDGEBIO PHARMA INC | 26,000 | $1.1B | 7.62% | |
| 5 | IM8NINSMED INC | 10,650 | $1.1B | 7.28% | |
| 6 | MLYSMINERALYS THERAPEUTICS INC | 79,000 | $1.1B | 7.26% | |
| 7 | MISTMILESTONE PHARMACEUTICALS IN | 548,806 | $1.1B | 7.23% | |
| 8 | AVDLAVADEL PHARMACEUTICALS PLC | 98,700 | $873.5M | 5.93% | |
| 9 | JSPRJASPER THERAPEUTICS INC | 146,500 | $813.1M | 5.52% | |
| 10 | BNTCBENITEC BIOPHARMA INC | 62,000 | $725.4M | 4.93% | |
| 11 | GONGERON CORP | 500,000 | $705.0M | 4.79% | |
| 12 | ARQTARCUTIS BIOTHERAPEUTICS INC | 46,300 | $649.1M | 4.41% | |
| 13 | IRONDISC MEDICINE INC | 10,600 | $561.4M | 3.81% | |
| 14 | SNDXSYNDAX PHARMACEUTICALS INC | 55,000 | $515.1M | 3.50% | |
| 15 | RGNXREGENXBIO INC | 57,750 | $474.1M | 3.22% | |
| 16 | BHVNBIOHAVEN LTD | 22,700 | $320.3M | 2.17% | |
| 17 | —MERSANA THERAPEUTICS INC | 644,000 | $190.6M | 1.29% | |
| 18 | MCRBSERES THERAPEUTICS INC | 17,038 | $189.3M | 1.29% | |
| 19 | HUMAHUMACYTE INC | 83,500 | $174.5M | 1.18% |