Vestal Point Capital, LP Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$944.0B
Holdings
48
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NBIXNeurocrine Biosciences Inc | 800,000 | $105K | 0.00% | |
| 2 | JAZZJazz Pharmaceuticals PLC | 725,000 | $89K | 0.00% | |
| 3 | ASNDAscendis Pharma A/S | 625,000 | $78K | 0.00% | |
| 4 | INBXUSDInhibrx Inc | 1,530,000 | $58K | 0.00% | |
| 5 | SLNOSoleno Therapeutics Inc | 1,300,000 | $52K | 0.00% | |
| 6 | MRKMerck & Co Inc | 400,000 | $43K | 0.00% | |
| 7 | GMEDGlobus Medical Inc | 800,000 | $42K | 0.00% | |
| 8 | PCRXPacira BioSciences Inc | 1,200,000 | $40K | 0.00% | |
| 9 | CBAYUSDCymabay Therapeutics Inc | 1,625,000 | $38K | 0.00% | |
| 10 | PCVXVaxcyte Inc | 525,000 | $32K | 0.00% | |
| 11 | IM8NInsmed Inc | 900,000 | $27K | 0.00% | |
| 12 | QUREuniQure NV | 3,925,000 | $26K | 0.00% | |
| 13 | ALXOALX Oncology Holdings Inc | 1,655,000 | $24K | 0.00% | |
| 14 | IMTXImmatics NV | 2,100,000 | $22K | 0.00% | |
| 15 | VRDNViridian Therapeutics Inc | 1,000,000 | $21K | 0.00% | |
| 16 | RVMDREVOLUTION Medicines Inc | 725,000 | $20K | 0.00% | |
| 17 | BIIBBiogen Inc | 75,000 | $19K | 0.00% | |
| 18 | EWEdwards Lifesciences Corp | 225,000 | $17K | 0.00% | |
| 19 | AZNAstraZeneca PLC | 250,000 | $16K | 0.00% | |
| 20 | CRNXCrinetics Pharmaceuticals Inc | 450,000 | $16K | 0.00% | |
| 21 | LYRALyra Therapeutics Inc | 3,000,000 | $15K | 0.00% | |
| 22 | SNYSanofi SA | 300,000 | $14K | 0.00% | |
| 23 | NUVLNuvalent Inc | 200,000 | $14K | 0.00% | |
| 24 | APLTApplied Therapeutics Inc | 4,155,000 | $13K | 0.00% | |
| 25 | LQDALiquidia Corp | 1,025,000 | $12K | 0.00% | |
| 26 | AVTEAerovate Therapeutics Inc | 400,000 | $9K | 0.00% | |
| 27 | REGNRegeneron Pharmaceuticals Inc | 10,000 | $8K | 0.00% | |
| 28 | ARQTArcutis Biotherapeutics Inc | 2,700,000 | $8K | 0.00% | |
| 29 | XENEXenon Pharmaceuticals Inc | 175,000 | $8K | 0.00% | |
| 30 | ALNYAlnylam Pharmaceuticals Inc | 35,000 | $6K | 0.00% | |
| 31 | FULCFulcrum Therapeutics Inc | 1,025,000 | $6K | 0.00% | |
| 32 | GLPGGalapagos NV | 130,000 | $5K | 0.00% | |
| 33 | FATEFate Therapeutics Inc | 1,290,000 | $4K | 0.00% | |
| 34 | CYTKCytokinetics Inc | 50,000 | $4K | 0.00% | |
| 35 | ACLXArcellx Inc | 60,000 | $3K | 0.00% | |
| 36 | —Bluebird Bio Inc | 2,150,000 | $2K | 0.00% | |
| 37 | TEVATeva Pharmaceutical Industries | 200,000 | $2K | 0.00% | |
| 38 | DNTHDianthus Therapeutics Inc | 135,000 | $1K | 0.00% | |
| 39 | CMRXEURChimerix Inc | 1,400,000 | $1K | 0.00% | |
| 40 | RLMDRelmada Therapeutics Inc | 115,000 | $0 | 0.00% | |
| 41 | OKURReneo Pharmaceuticals Inc | 400,000 | $0 | 0.00% | |
| 42 | PRMEPrime Medicine Inc | 20,306 | $0 | 0.00% | |
| 43 | OVIDOvid therapeutics Inc | 85,429 | $0 | 0.00% | |
| 44 | SLDBSolid Biosciences Inc | 34,085 | $0 | 0.00% | |
| 45 | —Ikena Oncology Inc | 322,671 | $0 | 0.00% | |
| 46 | 698Achilles Therapeutics PLC | 108,083 | $0 | 0.00% | |
| 47 | PYXSPyxis Oncology Inc | 440,000 | $0 | 0.00% | |
| 48 | —Affimed NV | 546,067 | $0 | 0.00% |