Lion Point Capital, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$19.3M
Holdings
39
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MISTMILESTONE PHARMACEUTICALS IN | 755,000 | $1.5M | 7.89% | |
| 2 | PRAXPRAXIS PRECISION MEDICINES I | 4,450 | $1.3M | 6.78% | |
| 3 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 67,500 | $889K | 4.60% | |
| 4 | FRXFENNEC PHARMACEUTICALS INC | 112,434 | $865K | 4.48% | |
| 5 | JSPRJASPER THERAPEUTICS INC | 465,000 | $850K | 4.40% | |
| 6 | BNTCBENITEC BIOPHARMA INC | 62,000 | $835K | 4.32% | |
| 7 | RPRXROYALTY PHARMA PLC | 21,400 | $826K | 4.27% | |
| 8 | GONGERON CORP | 578,000 | $762K | 3.94% | |
| 9 | SNDXSYNDAX PHARMACEUTICALS INC | 36,000 | $756K | 3.91% | |
| 10 | ARDXARDELYX INC | 128,650 | $750K | 3.88% | |
| 11 | CUECUE BIOPHARMA INC | 2,202,854 | $672K | 3.48% | |
| 12 | IRONDISC MEDICINE INC | 8,100 | $643K | 3.33% | |
| 13 | SRPTSAREPTA THERAPEUTICS INC | 28,500 | $613K | 3.17% | |
| 14 | BHVNBIOHAVEN LTD | 51,700 | $583K | 3.02% | |
| 15 | HUMAHUMACYTE INC | 500,000 | $480K | 2.48% | |
| 16 | KURAKURA ONCOLOGY INC | 46,000 | $477K | 2.47% | |
| 17 | MCRBSERES THERAPEUTICS INC | 31,570 | $469K | 2.43% | |
| 18 | CMPSCOMPASS PATHWAYS PLC | 58,000 | $400K | 2.07% | |
| 19 | DAWNDAY ONE BIOPHARMACEUTICALS I | 42,000 | $391K | 2.02% | |
| 20 | RGNXREGENXBIO INC | 26,600 | $383K | 1.98% | |
| 21 | BBIOBRIDGEBIO PHARMA INC | 5,000 | $382K | 1.98% | |
| 22 | MLYSMINERALYS THERAPEUTICS INC | 10,500 | $381K | 1.97% | |
| 23 | VTYXVENTYX BIOSCIENCES INC | 41,500 | $374K | 1.94% | |
| 24 | LNTHLANTHEUS HLDGS INC | 5,500 | $366K | 1.89% | |
| 25 | DYNDYNE THERAPEUTICS INC | 18,000 | $352K | 1.82% | |
| 26 | QUREUNIQURE NV | 14,700 | $351K | 1.82% | |
| 27 | PCRXPACIRA PHARMACEUTICALS INC | 13,500 | $349K | 1.81% | |
| 28 | VTRSVIATRIS INC | 27,700 | $344K | 1.78% | |
| 29 | AZTAAZENTA INC | 9,700 | $322K | 1.67% | |
| 30 | RCKTROCKET PHARMACEUTICALS INC | 86,000 | $301K | 1.56% | |
| 31 | JANXJANUX THERAPEUTICS INC | 19,000 | $262K | 1.36% | |
| 32 | EWTXEDGEWISE THERAPEUTICS INC | 9,100 | $225K | 1.16% | |
| 33 | INVAINNOVIVA INC | 8,200 | $163K | 0.84% | |
| 34 | ARQTARCUTIS BIOTHERAPEUTICS INC | 5,250 | $152K | 0.79% | |
| 35 | IPHAINNATE PHARMA S A | 81,151 | $142K | 0.73% | |
| 36 | NERVMINERVA NEUROSCIENCES INC | 35,000 | $140K | 0.72% | |
| 37 | GHRSGH RESEARCH PLC | 10,200 | $129K | 0.67% | |
| 38 | SPRBSPRUCE BIOSCIENCES INC | 1,000 | $87K | 0.45% | |
| 39 | MRSNMERSANA THERAPEUTICS INC | 100 | $2K | 0.01% |