13F HOLDINGS REPORT
Lion Point Capital, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001013594-25-000268
Total Value
$19.1M
Positions
19
Other Managers
0
Confidential Omitted
Yes
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 36,700 | $2.5M | 13.27% |
| 2 | MILESTONE PHARMACEUTICALS IN | MIST | 1,025,806 | $2.4M | 12.68% |
| 3 | GERON CORP | GERN | 500,000 | $1.8M | 9.27% |
| 4 | ARDELYX INC | ARDX | 335,400 | $1.7M | 8.90% |
| 5 | FENNEC PHARMACEUTICALS INC | FENC | 195,700 | $1.2M | 6.48% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 40,300 | $1.1M | 5.79% |
| 7 | MINERALYS THERAPEUTICS INC | MLYS | 79,000 | $972,490 | 5.09% |
| 8 | KINIKSA PHARMACEUTICALS LTD | G52694109 | 45,900 | $907,902 | 4.75% |
| 9 | BIOHAVEN LTD | BHVN | 22,700 | $847,845 | 4.44% |
| 10 | BENITEC BIOPHARMA INC | BNTC | 62,000 | $783,060 | 4.10% |
| 11 | SYNDAX PHARMACEUTICALS INC | SNDX | 55,000 | $727,100 | 3.81% |
| 12 | JASPER THERAPEUTICS INC | JSPRW | 32,000 | $684,160 | 3.58% |
| 13 | AVADEL PHARMACEUTICALS PLC | G29687103 | 64,000 | $672,640 | 3.52% |
| 14 | DISC MEDICINE INC | IRON | 10,600 | $672,040 | 3.52% |
| 15 | BLUEBIRD BIO INC | 09609G209 | 78,912 | $658,126 | 3.45% |
| 16 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 46,300 | $644,959 | 3.38% |
| 17 | REGENXBIO INC | RGNX | 57,750 | $446,408 | 2.34% |
| 18 | SERES THERAPEUTICS INC | MCRB | 340,761 | $283,172 | 1.48% |
| 19 | SPRUCE BIOSCIENCES INC | SPRB | 75,000 | $31,500 | 0.16% |