Lion Point Capital, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$17.6B
Holdings
27
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLYSMINERALYS THERAPEUTICS INC | 39,000 | $1.5B | 8.40% | |
| 2 | MISTMILESTONE PHARMACEUTICALS IN | 658,553 | $1.3B | 7.48% | |
| 3 | FRXFENNEC PHARMACEUTICALS INC | 123,000 | $1.2B | 6.54% | |
| 4 | JSPRJASPER THERAPEUTICS INC | 398,558 | $948.6M | 5.39% | |
| 5 | AVDLAVADEL PHARMACEUTICALS PLC | 59,700 | $911.6M | 5.18% | |
| 6 | KNSAKINIKSA PHARMACEUTICALS INTL | 23,400 | $908.6M | 5.16% | |
| 7 | IM8NINSMED INC | 6,250 | $900.1M | 5.11% | |
| 8 | ARDXARDELYX INC | 162,750 | $896.8M | 5.09% | |
| 9 | BNTCBENITEC BIOPHARMA INC | 62,000 | $869.9M | 4.94% | |
| 10 | SNDXSYNDAX PHARMACEUTICALS INC | 55,000 | $846.2M | 4.81% | |
| 11 | RPRXROYALTY PHARMA PLC | 21,400 | $755.0M | 4.29% | |
| 12 | IRONDISC MEDICINE INC | 10,600 | $700.4M | 3.98% | |
| 13 | BBIOBRIDGEBIO PHARMA INC | 13,300 | $690.8M | 3.92% | |
| 14 | GONGERON CORP | 500,000 | $685.0M | 3.89% | |
| 15 | ARQTARCUTIS BIOTHERAPEUTICS INC | 35,300 | $665.4M | 3.78% | |
| 16 | RGNXREGENXBIO INC | 57,750 | $557.3M | 3.17% | |
| 17 | MCRBSERES THERAPEUTICS INC | 27,138 | $522.1M | 2.97% | |
| 18 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 67,500 | $484.0M | 2.75% | |
| 19 | KURAKURA ONCOLOGY INC | 46,000 | $407.1M | 2.31% | |
| 20 | BHVNBIOHAVEN LTD | 22,700 | $340.7M | 1.94% | |
| 21 | CMPSCOMPASS PATHWAYS PLC | 58,000 | $332.3M | 1.89% | |
| 22 | PRAXPRAXIS PRECISION MEDICINES I | 5,700 | $302.1M | 1.72% | |
| 23 | DAWNDAY ONE BIOPHARMACEUTICALS I | 42,000 | $296.1M | 1.68% | |
| 24 | RCKTROCKET PHARMACEUTICALS INC | 86,000 | $280.4M | 1.59% | |
| 25 | MRSNMERSANA THERAPEUTICS INC | 25,760 | $199.9M | 1.14% | |
| 26 | HUMAHUMACYTE INC | 83,500 | $145.3M | 0.83% | |
| 27 | SPRBSPRUCE BIOSCIENCES INC | 1,000 | $8.9M | 0.05% |