Vestal Point Capital, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.3B
Holdings
69
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NInsmed Inc | 1,600,000 | $116.8T | 8857704.91% | |
| 2 | JAZZJazz Pharmaceuticals PLC | 900,000 | $100.3T | 7604051.49% | |
| 3 | CYTKCytokinetics Inc | 1,500,000 | $79.2T | 6006251.96% | |
| 4 | NARIUSDInari Medical Inc | 1,550,000 | $63.9T | 4847621.69% | |
| 5 | ACLXArcellx Inc | 675,000 | $56.4T | 4274847.45% | |
| 6 | GPCRStructure Therapeutics Inc | 1,150,000 | $50.5T | 3827734.32% | |
| 7 | KALVKalVista Pharmaceuticals Inc | 4,000,000 | $46.3T | 3512747.36% | |
| 8 | CATBUSDAstria Therapeutics Inc | 4,000,000 | $44.0T | 3339840.11% | |
| 9 | IMTXImmatics NV | 3,750,000 | $42.8T | 3244854.87% | |
| 10 | RAREUltragenyx Pharmaceutical Inc | 750,000 | $41.7T | 3159538.79% | |
| 11 | ASNDAscendis Pharma A/S | 250,000 | $37.3T | 2830787.50% | |
| 12 | SLNOSoleno Therapeutics Inc | 720,000 | $36.4T | 2756869.65% | |
| 13 | DAWNDay One Biopharmaceuticals Inc | 2,500,000 | $34.8T | 2641006.62% | |
| 14 | YB4PSavara Inc | 8,090,000 | $34.3T | 2601313.79% | |
| 15 | AGIOAgios Pharmaceuticals Inc | 760,000 | $33.8T | 2560756.42% | |
| 16 | XENEXenon Pharmaceuticals Inc | 825,000 | $32.5T | 2463188.96% | |
| 17 | BMRNBioMarin Pharmaceutical Inc | 400,000 | $28.1T | 2132219.45% | |
| 18 | AVDLAvadel Pharmaceuticals PLC | 2,000,000 | $26.2T | 1989191.78% | Put |
| 19 | BHVNBiohaven Ltd | 500,000 | $25.0T | 1894775.32% | Call |
| 20 | QUREuniQure NV | 4,750,000 | $23.4T | 1775901.58% | |
| 21 | JANXJanux Therapeutics Inc | 485,000 | $22.0T | 1670947.64% | |
| 22 | BDTXBlack Diamond Therapeutics Inc | 5,028,500 | $21.9T | 1658846.03% | |
| 23 | SLDBSolid Biosciences Inc | 2,800,000 | $19.5T | 1480025.42% | |
| 24 | EWEdwards Lifesciences Corp | 275,000 | $18.1T | 1376224.19% | |
| 25 | GILDGilead Sciences Inc | 200,000 | $16.8T | 1271626.68% | |
| 26 | LQDALiquidia Corp | 1,500,000 | $15.0T | 1137547.72% | |
| 27 | AG8Agilent Technologies Inc | 100,000 | $14.8T | 1126020.57% | |
| 28 | BMYBristol-Myers Squibb Co | 250,000 | $12.9T | 980945.32% | |
| 29 | GSKGSK PLC | 300,000 | $12.3T | 930059.02% | |
| 30 | BCAXBicara Therapeutics Inc | 425,000 | $10.8T | 820911.31% | |
| 31 | DNTHDianthus Therapeutics Inc | 395,000 | $10.8T | 820179.49% | |
| 32 | CRNXCrinetics Pharmaceuticals Inc | 205,000 | $10.5T | 794425.41% | |
| 33 | 5E7iTeos Therapeutics Inc | 1,025,000 | $10.5T | 793648.09% | |
| 34 | APLTApplied Therapeutics Inc | 1,145,000 | $9.7T | 738078.88% | |
| 35 | NRIXNurix Therapeutics Inc | 425,000 | $9.5T | 724219.76% | |
| 36 | SNYSanofi SA | 150,000 | $8.6T | 655568.75% | |
| 37 | BRKRBruker Corp | 125,000 | $8.6T | 654658.71% | |
| 38 | APGEApogee Therapeutics Inc | 136,500 | $8.0T | 608057.93% | |
| 39 | ZYMEZymeworks Inc | 615,000 | $7.7T | 585325.18% | |
| 40 | LXEOLexeo Therapeutics Inc | 850,000 | $7.7T | 582727.78% | |
| 41 | TARSTarsus Pharmaceuticals Inc | 230,000 | $7.6T | 573680.48% | |
| 42 | ANROAlto Neuroscience Inc | 650,000 | $7.4T | 563920.32% | |
| 43 | BDXBecton Dickinson & Co | 30,000 | $7.2T | 548525.51% | |
| 44 | MDGLMadrigal Pharmaceuticals Inc | 30,000 | $6.4T | 482820.75% | |
| 45 | LEGNLegend Biotech Corp | 125,000 | $6.1T | 461939.17% | |
| 46 | FATEFate Therapeutics Inc | 1,685,000 | $5.9T | 447245.85% | |
| 47 | GLPGGalapagos NV | 180,000 | $5.2T | 392999.99% | |
| 48 | URGNUroGen Pharma Ltd | 400,000 | $5.1T | 385249.49% | |
| 49 | GLUEMonte Rosa Therapeutics Inc | 930,000 | $4.9T | 373798.18% | |
| 50 | GONGeron Corp | 1,050,000 | $4.8T | 361512.67% | |
| 51 | PASGPassage Bio Inc | 6,100,000 | $4.3T | 323821.92% | |
| 52 | ALLOAllogene Therapeutics Inc | 1,500,000 | $4.2T | 318513.36% | |
| 53 | PRMEPrime Medicine Inc | 1,070,000 | $4.1T | 314031.42% | |
| 54 | VTYXVentyx Biosciences Inc | 1,725,000 | $3.8T | 285183.21% | |
| 55 | ZVRAZevra Therapeutics Inc | 525,000 | $3.6T | 276310.34% | |
| 56 | ARDXArdelyx Inc | 500,000 | $3.4T | 261256.79% | |
| 57 | PTCTPTC Therapeutics Inc | 80,000 | $3.0T | 225082.78% | |
| 58 | PENPenumbra Inc | 15,000 | $2.9T | 221036.90% | |
| 59 | VYGRVoyager Therapeutics Inc | 490,000 | $2.9T | 217385.37% | |
| 60 | MGNXMacroGenics Inc | 830,000 | $2.7T | 207086.77% | |
| 61 | VERVVerve Therapeutics Inc | 525,000 | $2.5T | 192700.58% | |
| 62 | ITCIEURIntra-Cellular Therapies Inc | 30,000 | $2.2T | 166468.73% | |
| 63 | ESTAEstablishment Labs Holdings In | 40,000 | $1.7T | 131257.84% | |
| 64 | RLMDRelmada Therapeutics Inc | 490,000 | $1.6T | 120398.05% | |
| 65 | 698Achilles Therapeutics PLC | 1,500,000 | $1.5T | 116029.87% | |
| 66 | OKURReneo Pharmaceuticals Inc | 799,400 | $1.4T | 103060.31% | |
| 67 | CMRXEURChimerix Inc | 1,400,000 | $1.3T | 98739.14% | |
| 68 | ATRAAtara Biotherapeutics Inc | 124,677 | $1.0T | 76869.71% | |
| 69 | TENXTenax Therapeutics Inc | 83,333 | $288.3B | 21866.09% |