Lion Point Capital, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$19.1B
Holdings
19
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IM8NINSMED INC | 36,700 | $2.5B | 13.27% | |
| 2 | MISTMILESTONE PHARMACEUTICALS IN | 1,025,806 | $2.4B | 12.68% | |
| 3 | GONGERON CORP | 500,000 | $1.8B | 9.27% | |
| 4 | ARDXARDELYX INC | 335,400 | $1.7B | 8.90% | |
| 5 | FRXFENNEC PHARMACEUTICALS INC | 195,700 | $1.2B | 6.48% | |
| 6 | BBIOBRIDGEBIO PHARMA INC | 40,300 | $1.1B | 5.79% | |
| 7 | MLYSMINERALYS THERAPEUTICS INC | 79,000 | $972.5M | 5.09% | |
| 8 | KNSAKINIKSA PHARMACEUTICALS LTD | 45,900 | $907.9M | 4.75% | |
| 9 | BHVNBIOHAVEN LTD | 22,700 | $847.8M | 4.44% | |
| 10 | BNTCBENITEC BIOPHARMA INC | 62,000 | $783.1M | 4.10% | |
| 11 | SNDXSYNDAX PHARMACEUTICALS INC | 55,000 | $727.1M | 3.81% | |
| 12 | JSPRJASPER THERAPEUTICS INC | 32,000 | $684.2M | 3.58% | |
| 13 | AVDLAVADEL PHARMACEUTICALS PLC | 64,000 | $672.6M | 3.52% | |
| 14 | IRONDISC MEDICINE INC | 10,600 | $672.0M | 3.52% | |
| 15 | BLE0BLUEBIRD BIO INC | 78,912 | $658.1M | 3.45% | |
| 16 | ARQTARCUTIS BIOTHERAPEUTICS INC | 46,300 | $645.0M | 3.38% | |
| 17 | RGNXREGENXBIO INC | 57,750 | $446.4M | 2.34% | |
| 18 | MCRB1EURSERES THERAPEUTICS INC | 340,761 | $283.2M | 1.48% | |
| 19 | SPRBSPRUCE BIOSCIENCES INC | 75,000 | $31.5M | 0.16% |