13F HOLDINGS REPORT
Ikarian Capital, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001546
Total Value
$627.9M
Positions
122
Other Managers
0
Confidential Omitted
No
Holdings (122)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACELYRIN INC | 00445A100 | 2,918,426 | $61.0M | 9.71% |
| 2 | ARGENX SE | ARGX | 132,100 | $51.5M | 8.20% |
| 3 | BRIDGEBIO PHARMA INC | BBIO | 1,229,800 | $21.2M | 3.37% |
| 4 | BIOMEA FUSION INC | BMEA | 936,800 | $20.6M | 3.27% |
| 5 | TG THERAPEUTICS INC | TGTX | 826,100 | $20.5M | 3.27% |
| 6 | TG THERAPEUTICS INC | TGTX | 826,100 | $20.5M | 3.27% |
| 7 | ASTRAZENECA PLC | AZN | 250,000 | $17.9M | 2.85% |
| 8 | ARGENX SE | ARGX | 38,000 | $14.8M | 2.36% |
| 9 | SAREPTA THERAPEUTICS INC | SRPT | 122,100 | $14.0M | 2.23% |
| 10 | VENTYX BIOSCIENCES INC | 92332V107 | 374,100 | $12.3M | 1.95% |
| 11 | APELLIS PHARMACEUTICALS INC | APLS | 133,800 | $12.2M | 1.94% |
| 12 | APELLIS PHARMACEUTICALS INC | APLS | 133,000 | $12.1M | 1.93% |
| 13 | MERCK & CO INC | MRK | 100,000 | $11.5M | 1.84% |
| 14 | IDEAYA BIOSCIENCES INC | IDYA | 490,893 | $11.5M | 1.84% |
| 15 | NUVALENT INC | NUVL | 272,752 | $11.5M | 1.83% |
| 16 | CRISPR THERAPEUTICS AG | CRSP | 200,000 | $11.2M | 1.79% |
| 17 | CRISPR THERAPEUTICS AG | CRSP | 200,000 | $11.2M | 1.79% |
| 18 | REATA PHARMACEUTICALS INC | 75615P103 | 110,000 | $11.2M | 1.79% |
| 19 | DISC MEDICINE INC | IRON | 240,031 | $10.7M | 1.70% |
| 20 | INSMED INC | INSM | 485,000 | $10.2M | 1.63% |
| 21 | BIOHAVEN LTD | BHVN | 427,417 | $10.2M | 1.63% |
| 22 | BIOMARIN PHARMACEUTICAL INC | BMRN | 100,000 | $8.7M | 1.38% |
| 23 | CRINETICS PHARMACEUTICALS IN | CRNX | 475,000 | $8.6M | 1.36% |
| 24 | IMMUNOGEN INC | 45253H101 | 447,700 | $8.4M | 1.35% |
| 25 | ACLARIS THERAPEUTICS INC | ACRS | 796,300 | $8.3M | 1.32% |
| 26 | REPLIMUNE GROUP INC | REPL | 348,200 | $8.1M | 1.29% |
| 27 | BRIDGEBIO PHARMA INC | BBIO | 429,686 | $7.4M | 1.18% |
| 28 | VAXCYTE INC | PCVX | 140,000 | $7.0M | 1.11% |
| 29 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 611,932 | $6.6M | 1.06% |
| 30 | IMMUNOGEN INC | 45253H101 | 350,000 | $6.6M | 1.05% |
| 31 | BIOMEA FUSION INC | BMEA | 286,700 | $6.3M | 1.00% |
| 32 | IMMUNOVANT INC | IMVT | 326,200 | $6.2M | 0.99% |
| 33 | BIOMEA FUSION INC | BMEA | 275,875 | $6.1M | 0.96% |
| 34 | PROTAGONIST THERAPEUTICS INC | PTGX | 211,400 | $5.8M | 0.93% |
| 35 | ARCUS BIOSCIENCES INC | RCUS | 280,000 | $5.7M | 0.91% |
| 36 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 121,658 | $5.6M | 0.89% |
| 37 | PROTAGONIST THERAPEUTICS INC | PTGX | 200,000 | $5.5M | 0.88% |
| 38 | BIOHAVEN LTD | BHVN | 225,000 | $5.4M | 0.86% |
| 39 | REPLIMUNE GROUP INC | REPL | 228,300 | $5.3M | 0.84% |
| 40 | XENON PHARMACEUTICALS INC | XENE | 135,486 | $5.2M | 0.83% |
| 41 | BICYCLE THERAPEUTICS PLC | BCYC | 203,037 | $5.2M | 0.83% |
| 42 | ASTRIA THERAPEUTICS INC | 04635X102 | 579,390 | $4.8M | 0.77% |
| 43 | LEGEND BIOTECH CORP | LEGN | 68,800 | $4.7M | 0.76% |
| 44 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 130,000 | $4.6M | 0.74% |
| 45 | INSMED INC | INSM | 200,000 | $4.2M | 0.67% |
| 46 | ARCUS BIOSCIENCES INC | RCUS | 200,000 | $4.1M | 0.65% |
| 47 | LYRA THERAPEUTICS INC | LYRA | 978,626 | $4.0M | 0.64% |
| 48 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 504,253 | $3.7M | 0.59% |
| 49 | VOYAGER THERAPEUTICS INC | VYGR | 300,000 | $3.4M | 0.55% |
| 50 | ALLAKOS INC | 01671P100 | 772,092 | $3.4M | 0.54% |
| 51 | ACUMEN PHARMACEUTICALS INC | ABOS | 654,945 | $3.2M | 0.50% |
| 52 | NOVAVAX INC | NVAX | 400,000 | $3.0M | 0.47% |
| 53 | NOVAVAX INC | NVAX | 400,000 | $3.0M | 0.47% |
| 54 | TERNS PHARMACEUTICALS INC | TERN | 315,480 | $2.8M | 0.44% |
| 55 | BLACK DIAMOND THERAPEUTICS I | BDTX | 545,103 | $2.8M | 0.44% |
| 56 | BRIDGEBIO PHARMA INC | BBIO | 150,000 | $2.6M | 0.41% |
| 57 | SAREPTA THERAPEUTICS INC | SRPT | 22,100 | $2.5M | 0.40% |
| 58 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 174,510 | $2.5M | 0.39% |
| 59 | ESPERION THERAPEUTICS INC NE | ESPR | 1,705,605 | $2.4M | 0.38% |
| 60 | STOKE THERAPEUTICS INC | STOK | 215,200 | $2.3M | 0.36% |
| 61 | ROIVANT SCIENCES LTD | ROIV | 225,000 | $2.3M | 0.36% |
| 62 | ACELYRIN INC | 00445A100 | 100,000 | $2.1M | 0.33% |
| 63 | ACLARIS THERAPEUTICS INC | ACRS | 200,163 | $2.1M | 0.33% |
| 64 | KEZAR LIFE SCIENCES INC | KZR | 841,596 | $2.1M | 0.33% |
| 65 | DICE THERAPEUTICS INC | 23345J104 | 43,600 | $2.0M | 0.32% |
| 66 | BIOVIE INC | BIVIW | 448,556 | $1.9M | 0.31% |
| 67 | INTERCEPT PHARMACEUTICALS IN | INTR | 160,200 | $1.8M | 0.28% |
| 68 | UNIQURE NV | QURE | 154,400 | $1.8M | 0.28% |
| 69 | TERNS PHARMACEUTICALS INC | TERN | 200,000 | $1.8M | 0.28% |
| 70 | ELEVATION ONCOLOGY INC | 28623U101 | 1,149,490 | $1.7M | 0.28% |
| 71 | LEGEND BIOTECH CORP | LEGN | 25,000 | $1.7M | 0.27% |
| 72 | MERUS N V | N5749R100 | 63,125 | $1.7M | 0.26% |
| 73 | IMMUNIC INC | IMUX | 650,000 | $1.6M | 0.26% |
| 74 | JASPER THERAPEUTICS INC | JSPRW | 1,125,087 | $1.5M | 0.25% |
| 75 | SCPHARMACEUTICALS INC | 810648105 | 150,000 | $1.5M | 0.24% |
| 76 | CORBUS PHARMACEUTICALS HLDGS | CRBP | 192,260 | $1.5M | 0.24% |
| 77 | IMMUNOVANT INC | IMVT | 76,000 | $1.4M | 0.23% |
| 78 | BLUEBIRD BIO INC | 09609G100 | 412,628 | $1.4M | 0.22% |
| 79 | MILESTONE PHARMACEUTICALS IN | MIST | 460,416 | $1.3M | 0.21% |
| 80 | KALVISTA PHARMACEUTICALS INC | KALV | 140,000 | $1.3M | 0.20% |
| 81 | KRYSTAL BIOTECH INC | KRYS | 10,300 | $1.2M | 0.19% |
| 82 | FIBROGEN INC | 31572Q808 | 400,000 | $1.1M | 0.17% |
| 83 | FIBROGEN INC | 31572Q808 | 379,300 | $1.0M | 0.16% |
| 84 | RENEO PHARMACEUTICALS INC | 75974E103 | 155,819 | $1.0M | 0.16% |
| 85 | PROTAGONIST THERAPEUTICS INC | PTGX | 35,000 | $966,700 | 0.15% |
| 86 | ARDELYX INC | ARDX | 278,825 | $945,216 | 0.15% |
| 87 | TYRA BIOSCIENCES INC | TYRA | 48,170 | $820,336 | 0.13% |
| 88 | TRACON PHARMACEUTICALS INC | 89237H209 | 2,765,530 | $804,769 | 0.13% |
| 89 | PROQR THRAPEUTICS N V | N71542109 | 472,625 | $765,653 | 0.12% |
| 90 | STOKE THERAPEUTICS INC | STOK | 70,390 | $748,245 | 0.12% |
| 91 | COGENT BIOSCIENCES INC | COGT | 62,766 | $743,150 | 0.12% |
| 92 | KARYOPHARM THERAPEUTICS INC | KPTI | 400,000 | $716,000 | 0.11% |
| 93 | X4 PHARMACEUTICALS INC | XFOR | 349,133 | $677,318 | 0.11% |
| 94 | AUTOLUS THERAPEUTICS PLC | AUTL | 260,087 | $619,006 | 0.10% |
| 95 | FIBROGEN INC | 31572Q808 | 228,420 | $616,735 | 0.10% |
| 96 | IMMATICS N.V | IMTX | 49,031 | $565,817 | 0.09% |
| 97 | REATA PHARMACEUTICALS INC | 75615P103 | 5,472 | $557,925 | 0.09% |
| 98 | HOOKIPA PHARMA INC | HOOK | 600,000 | $528,000 | 0.08% |
| 99 | OCULAR THERAPEUTIX INC | OCUL | 100,000 | $516,000 | 0.08% |
| 100 | PROTARA THERAPEUTICS INC | TARA | 188,664 | $450,907 | 0.07% |
| 101 | KODIAK SCIENCES INC | KOD | 62,527 | $431,436 | 0.07% |
| 102 | BRAINSTORM CELL THERAPEUTICS | BCLI | 189,935 | $391,266 | 0.06% |
| 103 | MERSANA THERAPEUTICS INC | 59045L106 | 110,600 | $363,874 | 0.06% |
| 104 | ANEBULO PHARMACEUTICALS INC | ANEB | 156,203 | $340,523 | 0.05% |
| 105 | ELEDON PHARMACEUTICALS INC | ELDN | 221,830 | $303,908 | 0.05% |
| 106 | MEREO BIOPHARMA GROUP PLC | MREO | 891,676 | $300,235 | 0.05% |
| 107 | CHEMOMAB THERAPEUTICS LTD | CMMB | 213,392 | $279,543 | 0.04% |
| 108 | POINT BIOPHARMA GLOBAL INC | 730541109 | 28,784 | $260,783 | 0.04% |
| 109 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 219,501 | $243,645 | 0.04% |
| 110 | VERONA PHARMA PLC | 925050106 | 313,677 | $219,207 | 0.03% |
| 111 | ASCENDIS PHARMA A/S | ASND | 2,090 | $186,532 | 0.03% |
| 112 | NUVALENT INC | NUVL | 4,400 | $185,548 | 0.03% |
| 113 | MERSANA THERAPEUTICS INC | 59045L106 | 50,000 | $164,501 | 0.03% |
| 114 | RELMADA THERAPEUTICS INC | RLMD | 65,491 | $161,109 | 0.03% |
| 115 | SYNLOGIC INC | SYBX | 306,757 | $131,905 | 0.02% |
| 116 | CHINOOK THERAPEUTICS INC | 16961L106 | 283,464 | $130,394 | 0.02% |
| 117 | AVROBIO INC | 05455M100 | 134,146 | $127,453 | 0.02% |
| 118 | FOGHORN THERAPEUTICS INC | FHTX | 15,000 | $105,601 | 0.02% |
| 119 | FINCH THERAPEUTICS GROUP INC | FNCHQ | 7,917 | $67,533 | 0.01% |
| 120 | ASLAN PHARMACEUTICALS LTD | 04522R200 | 164,088 | $29,813 | 0.00% |
| 121 | MADRIGAL PHARMACEUTICALS INC | MDGL | 75 | $17,325 | 0.00% |
| 122 | PHAXIAM THERAPEUTICS S A | 29604W108 | 3,019 | $2,257 | 0.00% |