Cormorant Asset Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.8T
Holdings
48
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 8,494,151 | $460.0B | 25.26% | |
| 2 | PRAXPRAXIS PRECISION MEDICINES I | 1,693,219 | $130.3B | 7.16% | |
| 3 | JANXJANUX THERAPEUTICS INC | 2,100,000 | $112.4B | 6.17% | |
| 4 | ACLXARCELLX INC | 1,300,000 | $99.7B | 5.48% | |
| 5 | EWTXEDGEWISE THERAPEUTICS INC | 3,406,534 | $91.0B | 5.00% | |
| 6 | NAMSNEWAMSTERDAM PHARMA COMPANY | 3,250,000 | $83.5B | 4.59% | |
| 7 | EYPTEYEPOINT PHARMACEUTICALS INC | 8,325,000 | $62.0B | 3.41% | |
| 8 | RAPPRAPPORT THERAPEUTICS INC | 2,940,921 | $52.2B | 2.87% | |
| 9 | CRNXCRINETICS PHARMACEUTICALS IN | 1,000,000 | $51.1B | 2.81% | |
| 10 | IM8NINSMED INC | 650,000 | $44.9B | 2.46% | |
| 11 | BBIOBRIDGEBIO PHARMA INC | 1,600,000 | $43.9B | 2.41% | |
| 12 | CNTACENTESSA PHARMACEUTICALS PLC | 2,561,600 | $42.9B | 2.36% | |
| 13 | DRUGBRIGHT MINDS BIOSCIENCES INC | 1,059,331 | $38.2B | 2.10% | |
| 14 | PCVXVAXCYTE INC | 425,000 | $34.8B | 1.91% | |
| 15 | MRUSMERUS N V | 740,000 | $31.1B | 1.71% | |
| 16 | HLXCHELIX ACQUISITION CORP II | 2,909,000 | $30.5B | 1.68% | |
| 17 | RNAAVIDITY BIOSCIENCES INC | 1,050,000 | $30.5B | 1.68% | |
| 18 | PHVSPHARVARIS N V | 1,466,460 | $28.1B | 1.54% | |
| 19 | CRBPCORBUS PHARMACEUTICALS HLDGS | 2,375,000 | $28.0B | 1.54% | |
| 20 | TARSTARSUS PHARMACEUTICALS INC | 500,000 | $27.7B | 1.52% | |
| 21 | AXSMAXSOME THERAPEUTICS INC | 325,000 | $27.5B | 1.51% | |
| 22 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,825,000 | $25.4B | 1.40% | |
| 23 | RYTMRHYTHM PHARMACEUTICALS INC | 400,000 | $22.4B | 1.23% | |
| 24 | CGONCG ONCOLOGY INC | 775,000 | $22.2B | 1.22% | |
| 25 | CRGXCARGO THERAPEUTICS INC | 1,182,563 | $17.1B | 0.94% | |
| 26 | ALMSALUMIS INC | 2,147,396 | $16.9B | 0.93% | |
| 27 | OKURONKURE THERAPEUTICS INC | 1,837,739 | $15.8B | 0.87% | |
| 28 | AVBPARRIVENT BIOPHARMA INC | 585,462 | $15.6B | 0.86% | |
| 29 | ABVXABIVAX SA | 2,130,000 | $15.6B | 0.86% | |
| 30 | ENGNENGENE HOLDINGS INC | 2,323,595 | $15.5B | 0.85% | |
| 31 | BIOABIOAGE LABS INC | 2,629,529 | $15.2B | 0.84% | |
| 32 | BMEABIOMEA FUSION INC | 3,570,872 | $13.9B | 0.76% | |
| 33 | MBXMBX BIOSCIENCES INC | 700,000 | $12.9B | 0.71% | |
| 34 | SEPNSEPTERNA INC | 560,000 | $12.8B | 0.70% | |
| 35 | IBRXIMMUNITYBIO INC | 3,000,000 | $7.7B | 0.42% | |
| 36 | ELVNENLIVEN THERAPEUTICS INC | 250,000 | $5.6B | 0.31% | |
| 37 | SPRYARS PHARMACEUTICALS INC | 500,000 | $5.3B | 0.29% | |
| 38 | VYNEVYNE THERAPEUTICS INC | 1,394,336 | $4.7B | 0.26% | |
| 39 | KALAKALA BIO INC | 603,027 | $4.2B | 0.23% | |
| 40 | GHRSGH RESEARCH PLC | 593,043 | $4.2B | 0.23% | |
| 41 | YMABUSDY-MABS THERAPEUTICS INC | 425,000 | $3.3B | 0.18% | |
| 42 | URGNUROGEN PHARMA LTD | 300,000 | $3.2B | 0.18% | |
| 43 | OMEROMEROS CORP | 300,000 | $3.0B | 0.16% | |
| 44 | STOKSTOKE THERAPEUTICS INC | 254,161 | $2.8B | 0.15% | |
| 45 | BHVNBIOHAVEN LTD | 55,539 | $2.1B | 0.11% | |
| 46 | VERVVERVE THERAPEUTICS INC | 350,000 | $2.0B | 0.11% | |
| 47 | ARTVARTIVA BIOTHERAPEUTICS INC | 103,633 | $1.0B | 0.06% | |
| 48 | RAPTEURRAPT THERAPEUTICS INC | 200,000 | $316.0M | 0.02% |