13F HOLDINGS REPORT
Lion Point Capital, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001013594-25-000673
Total Value
$15.7M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 30,500 | $2.3M | 14.84% |
| 2 | ARDELYX INC | ARDX | 335,400 | $1.6M | 10.51% |
| 3 | MINERALYS THERAPEUTICS INC | MLYS | 79,000 | $1.3M | 8.00% |
| 4 | FENNEC PHARMACEUTICALS INC | FENC | 195,700 | $1.2M | 7.60% |
| 5 | KINIKSA PHARMACEUTICALS LTD | G52694109 | 45,900 | $1.0M | 6.50% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 26,000 | $898,820 | 5.73% |
| 7 | BENITEC BIOPHARMA INC | BNTC | 62,000 | $806,620 | 5.15% |
| 8 | GERON CORP | GERN | 500,000 | $795,000 | 5.07% |
| 9 | AVADEL PHARMACEUTICALS PLC | G29687103 | 98,700 | $772,821 | 4.93% |
| 10 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 46,300 | $724,132 | 4.62% |
| 11 | SYNDAX PHARMACEUTICALS INC | SNDX | 55,000 | $675,675 | 4.31% |
| 12 | JASPER THERAPEUTICS INC | JSPRW | 146,500 | $629,950 | 4.02% |
| 13 | BIOHAVEN LTD | BHVN | 22,700 | $545,708 | 3.48% |
| 14 | DISC MEDICINE INC | IRON | 10,600 | $526,184 | 3.36% |
| 15 | MILESTONE PHARMACEUTICALS IN | MIST | 548,806 | $439,100 | 2.80% |
| 16 | REGENXBIO INC | RGNX | 57,750 | $412,913 | 2.63% |
| 17 | BLUEBIRD BIO INC | 09609G209 | 78,912 | $385,091 | 2.46% |
| 18 | SERES THERAPEUTICS INC | MCRB | 340,761 | $238,533 | 1.52% |
| 19 | MERSANA THERAPEUTICS INC | 59045L106 | 644,000 | $221,665 | 1.41% |
| 20 | HUMACYTE INC | HUMAW | 83,500 | $142,368 | 0.91% |
| 21 | SPRUCE BIOSCIENCES INC | SPRB | 75,000 | $21,758 | 0.14% |