13F HOLDINGS REPORT
SILVERARC CAPITAL MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002146
Total Value
$542.3M
Positions
65
Other Managers
1
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERUS N V | N5749R100 | 741,972 | $39.0M | 7.20% |
| 2 | AKERO THERAPEUTICS INC | 00973Y108 | 713,811 | $38.1M | 7.02% |
| 3 | VERONA PHARMA PLC | 925050106 | 358,297 | $33.9M | 6.25% |
| 4 | UROGEN PHARMA LTD | URGN | 2,022,482 | $27.7M | 5.11% |
| 5 | RHYTHM PHARMACEUTICALS INC | RYTM | 400,772 | $25.3M | 4.67% |
| 6 | INSMED INC | INSM | 249,060 | $25.1M | 4.62% |
| 7 | KALVISTA PHARMACEUTICALS INC | KALV | 1,832,171 | $20.7M | 3.82% |
| 8 | NEUROCRINE BIOSCIENCES INC | NBIX | 162,969 | $20.5M | 3.78% |
| 9 | MERUS N V | N5749R900 | 382,500 | $20.1M | 3.71% |
| 10 | 89BIO INC | 282559103 | 2,037,087 | $20.0M | 3.69% |
| 11 | ORIC PHARMACEUTICALS INC | ORIC | 1,800,829 | $18.3M | 3.37% |
| 12 | NUVALENT INC | NUVL | 235,583 | $18.0M | 3.31% |
| 13 | SOLENO THERAPEUTICS INC | SLNO | 204,591 | $17.1M | 3.16% |
| 14 | SPDR SERIES TRUST | 78464A900 | 200,000 | $16.6M | 3.06% |
| 15 | ASCENDIS PHARMA A/S | ASND | 86,552 | $14.9M | 2.75% |
| 16 | CG ONCOLOGY INC | CGON | 541,034 | $14.1M | 2.59% |
| 17 | VERACYTE INC | VCYT | 448,495 | $12.1M | 2.24% |
| 18 | SCHOLAR ROCK HLDG CORP | SRRK | 341,010 | $12.1M | 2.23% |
| 19 | AVIDITY BIOSCIENCES INC | 05370A108 | 410,000 | $11.6M | 2.15% |
| 20 | VAXCYTE INC | PCVX | 287,796 | $9.4M | 1.73% |
| 21 | PFIZER INC | PFE | 344,338 | $8.3M | 1.54% |
| 22 | NUVALENT INC | NUVL | 100,200 | $7.6M | 1.41% |
| 23 | HELIX ACQUISITION CORP II | HLXC | 613,393 | $6.5M | 1.20% |
| 24 | GOSSAMER BIO INC | GOSS | 5,146,782 | $6.3M | 1.17% |
| 25 | METSERA INC | 59267L107 | 207,581 | $5.9M | 1.09% |
| 26 | ELUTIA INC | ELUT | 2,761,684 | $5.5M | 1.01% |
| 27 | COMPUGEN LTD | CGEN | 3,033,879 | $5.4M | 1.00% |
| 28 | TELA BIO INC | TELA | 2,779,795 | $5.4M | 0.99% |
| 29 | ABEONA THERAPEUTICS INC | ABEO | 917,898 | $5.2M | 0.96% |
| 30 | CIDARA THERAPEUTICS INC | 171757206 | 103,943 | $5.1M | 0.93% |
| 31 | CELLDEX THERAPEUTICS INC NEW | CLDX | 198,441 | $4.0M | 0.74% |
| 32 | AARDVARK THERAPEUTICS INC | AARD | 286,807 | $3.9M | 0.72% |
| 33 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 82,023 | $3.9M | 0.71% |
| 34 | SYNDAX PHARMACEUTICALS INC | SNDX | 402,964 | $3.8M | 0.70% |
| 35 | STRUCTURE THERAPEUTICS INC | GPCR | 175,636 | $3.6M | 0.67% |
| 36 | COGENT COMMUNICATIONS HLDGS | CCOI | 500,000 | $3.6M | 0.66% |
| 37 | CERUS CORP | CERS | 2,488,291 | $3.5M | 0.65% |
| 38 | ERASCA INC | ERAS | 2,569,591 | $3.3M | 0.60% |
| 39 | COMPASS THERAPEUTICS INC | CMPX | 1,249,781 | $3.2M | 0.60% |
| 40 | SIONNA THERAPEUTICS INC | SION | 186,015 | $3.2M | 0.60% |
| 41 | BENITEC BIOPHARMA INC | BNTC | 253,234 | $3.0M | 0.55% |
| 42 | TREVI THERAPEUTICS INC | TRVI | 539,587 | $3.0M | 0.54% |
| 43 | UNIQURE NV | QURE | 202,565 | $2.8M | 0.52% |
| 44 | HIMS & HERS HEALTH INC | HIMS | 50,000 | $2.5M | 0.46% |
| 45 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 75,959 | $2.1M | 0.39% |
| 46 | ORUKA THERAPEUTICS INC | ORKA | 165,389 | $1.9M | 0.34% |
| 47 | DIANTHUS THERAPEUTICS INC | DNTH | 95,806 | $1.8M | 0.33% |
| 48 | TOURMALINE BIO INC | 89157D105 | 109,257 | $1.7M | 0.32% |
| 49 | MINERALYS THERAPEUTICS INC | MLYS | 115,282 | $1.6M | 0.29% |
| 50 | KODIAK SCIENCES INC | KOD | 401,540 | $1.5M | 0.28% |
| 51 | CAPRICOR THERAPEUTICS INC | CAPR | 144,700 | $1.4M | 0.26% |
| 52 | DELCATH SYS INC | DCTH | 103,026 | $1.4M | 0.26% |
| 53 | AKERO THERAPEUTICS INC | 00973Y908 | 25,000 | $1.3M | 0.25% |
| 54 | MERSANA THERAPEUTICS INC | 59045L106 | 3,128,421 | $926,013 | 0.17% |
| 55 | RADIOPHARM THERANOSTICS LTD | RDPTF | 187,406 | $869,564 | 0.16% |
| 56 | MODULAR MED INC | MODD | 710,363 | $529,220 | 0.10% |
| 57 | SYNDAX PHARMACEUTICALS INC | SNDX | 50,000 | $468,000 | 0.09% |
| 58 | PRAXIS PRECISION MEDICINES I | PRAX | 10,000 | $420,500 | 0.08% |
| 59 | FRACTYL HEALTH INC | GUTS | 202,590 | $328,196 | 0.06% |
| 60 | BIODESIX INC | BDSX | 1,070,367 | $302,058 | 0.06% |
| 61 | SAGIMET BIOSCIENCES INC | SGMT | 37,539 | $286,047 | 0.05% |
| 62 | ENLIVEN THERAPEUTICS INC | ELVN | 10,000 | $200,600 | 0.04% |
| 63 | CENTESSA PHARMACEUTICALS PLC | CNTA | 5,000 | $65,700 | 0.01% |
| 64 | NEKTAR THERAPEUTICS | NKTR | 346 | $8,941 | 0.00% |
| 65 | ROCKET PHARMACEUTICALS INC | RCKTW | 104,828 | $3,019 | 0.00% |