Cormorant Asset Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.3T
Holdings
42
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 8,494,151 | $331.9B | 24.95% | |
| 2 | EWTXEDGEWISE THERAPEUTICS INC | 4,101,992 | $90.2B | 6.79% | |
| 3 | BBIOBRIDGEBIO PHARMA INC | 2,000,000 | $69.1B | 5.20% | |
| 4 | ACLXARCELLX INC | 1,050,000 | $68.9B | 5.18% | |
| 5 | PRAXPRAXIS PRECISION MEDICINES I | 1,745,000 | $66.1B | 4.97% | |
| 6 | NAMSNEWAMSTERDAM PHARMA COMPANY | 3,075,000 | $62.9B | 4.73% | Call |
| 7 | JANXJANUX THERAPEUTICS INC | 2,150,000 | $58.0B | 4.36% | Call |
| 8 | EYPTEYEPOINT PHARMACEUTICALS INC | 8,325,000 | $45.1B | 3.39% | |
| 9 | IM8NINSMED INC | 525,000 | $40.1B | 3.01% | |
| 10 | DRUGBRIGHT MINDS BIOSCIENCES INC | 1,059,331 | $38.2B | 2.87% | |
| 11 | HLXCHELIX ACQUISITION CORP II | 2,909,000 | $32.9B | 2.47% | |
| 12 | CNTACENTESSA PHARMACEUTICALS PLC | 2,261,600 | $32.5B | 2.45% | |
| 13 | MRUSMERUS N V | 740,000 | $31.1B | 2.34% | |
| 14 | RAPPRAPPORT THERAPEUTICS INC | 2,940,921 | $29.5B | 2.22% | |
| 15 | AXSMAXSOME THERAPEUTICS INC | 250,000 | $29.2B | 2.19% | |
| 16 | PHVSPHARVARIS N V | 1,466,460 | $23.0B | 1.73% | |
| 17 | GHRSGH RESEARCH PLC | 2,009,482 | $22.2B | 1.67% | |
| 18 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,350,000 | $21.1B | 1.59% | |
| 19 | TARSTARSUS PHARMACEUTICALS INC | 400,000 | $20.5B | 1.55% | |
| 20 | SPRYARS PHARMACEUTICALS INC | 1,600,000 | $20.1B | 1.51% | |
| 21 | CRNXCRINETICS PHARMACEUTICALS IN | 600,000 | $20.1B | 1.51% | |
| 22 | CGONCG ONCOLOGY INC | 775,000 | $19.0B | 1.43% | |
| 23 | CRGXCARGO THERAPEUTICS INC | 3,381,277 | $13.8B | 1.03% | |
| 24 | ABVXABIVAX SA | 2,130,000 | $13.3B | 1.00% | |
| 25 | ALMSALUMIS INC | 2,147,396 | $13.2B | 0.99% | |
| 26 | CRBPCORBUS PHARMACEUTICALS HLDGS | 2,375,000 | $12.6B | 0.95% | |
| 27 | RNAAVIDITY BIOSCIENCES INC | 400,000 | $11.8B | 0.89% | |
| 28 | MTSRMETSERA INC | 400,000 | $10.9B | 0.82% | |
| 29 | ENGNENGENE HOLDINGS INC | 2,323,595 | $10.4B | 0.78% | |
| 30 | BIOABIOAGE LABS INC | 2,629,529 | $9.9B | 0.74% | |
| 31 | RYTMRHYTHM PHARMACEUTICALS INC | 150,000 | $7.9B | 0.60% | |
| 32 | OKURONKURE THERAPEUTICS INC | 1,837,739 | $7.9B | 0.59% | |
| 33 | BMEABIOMEA FUSION INC | 3,570,872 | $7.6B | 0.57% | |
| 34 | KRROKORRO BIO INC | 380,303 | $6.6B | 0.50% | |
| 35 | PCVXVAXCYTE INC | 175,000 | $6.6B | 0.50% | |
| 36 | AARDAARDVARK THERAPEUTICS INC | 800,189 | $6.0B | 0.45% | |
| 37 | MBXMBX BIOSCIENCES INC | 700,000 | $5.2B | 0.39% | |
| 38 | ELVNENLIVEN THERAPEUTICS INC | 250,000 | $4.9B | 0.37% | |
| 39 | PLRXPLIANT THERAPEUTICS INC | 3,000,000 | $4.0B | 0.30% | |
| 40 | KALAKALA BIO INC | 603,027 | $3.5B | 0.26% | |
| 41 | STOKSTOKE THERAPEUTICS INC | 254,161 | $1.7B | 0.13% | |
| 42 | BHVNBIOHAVEN LTD | 10,000 | $240.4M | 0.02% |