13F HOLDINGS REPORT
Cormorant Asset Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001583977-24-000002
Total Value
$2.28B
Positions
57
Other Managers
1
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 8,494,151 | $426.7M | 18.72% |
| 2 | EYEPOINT PHARMACEUTICALS INC | EYPT | 6,893,235 | $142.5M | 6.25% |
| 3 | ARCELLX INC | ACLX | 1,780,000 | $123.8M | 5.43% |
| 4 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 2,700,000 | $107.0M | 4.69% |
| 5 | BRIDGEBIO PHARMA INC | BBIO | 3,203,029 | $99.0M | 4.34% |
| 6 | PRAXIS PRECISION MEDICINES I | PRAX | 1,310,000 | $79.9M | 3.51% |
| 7 | CORBUS PHARMACEUTICALS HLDGS | CRBP | 2,025,000 | $79.5M | 3.49% |
| 8 | TARSUS PHARMACEUTICALS INC | TARS | 2,139,102 | $77.8M | 3.41% |
| 9 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 3,353,141 | $72.4M | 3.18% |
| 10 | EDGEWISE THERAPEUTICS INC | EWTX | 3,006,534 | $54.8M | 2.41% |
| 11 | CRINETICS PHARMACEUTICALS IN | CRNX | 1,150,000 | $53.8M | 2.36% |
| 12 | BIOMEA FUSION INC | BMEA | 3,570,872 | $53.4M | 2.34% |
| 13 | KORRO BIO INC | KRRO | 529,170 | $47.6M | 2.09% |
| 14 | VAXCYTE INC | PCVX | 685,000 | $46.8M | 2.05% |
| 15 | AUTOLUS THERAPEUTICS PLC | AUTL | 6,616,667 | $42.2M | 1.85% |
| 16 | PHARVARIS N V | PHVS | 1,711,460 | $39.6M | 1.73% |
| 17 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 1,500,000 | $35.5M | 1.56% |
| 18 | CG ONCOLOGY INC | CGON | 800,000 | $35.1M | 1.54% |
| 19 | ALX ONCOLOGY HLDGS INC | ALXO | 3,142,079 | $35.0M | 1.54% |
| 20 | BIOHAVEN LTD | BHVN | 616,963 | $33.7M | 1.48% |
| 21 | MERUS N V | N5749R100 | 715,000 | $32.2M | 1.41% |
| 22 | AEROVATE THERAPEUTICS INC | 008064107 | 1,069,796 | $31.6M | 1.39% |
| 23 | ABIVAX SA | AAVXF | 2,130,000 | $30.5M | 1.34% |
| 24 | HELIX ACQUISITION CORP II | HLXC | 2,909,000 | $30.3M | 1.33% |
| 25 | MARINUS PHARMACEUTICALS INC | 56854Q200 | 3,250,000 | $29.4M | 1.29% |
| 26 | TOURMALINE BIO INC | 89157D105 | 1,250,000 | $28.6M | 1.26% |
| 27 | JANUX THERAPEUTICS INC | JANX | 750,000 | $28.2M | 1.24% |
| 28 | NEUROGENE INC | NGNE | 538,714 | $27.4M | 1.20% |
| 29 | CARGO THERAPEUTICS INC | 14179K101 | 1,182,563 | $26.4M | 1.16% |
| 30 | RHYTHM PHARMACEUTICALS INC | RYTM | 550,000 | $23.8M | 1.05% |
| 31 | APELLIS PHARMACEUTICALS INC | APLS | 400,000 | $23.5M | 1.03% |
| 32 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 2,125,000 | $21.1M | 0.92% |
| 33 | IDEAYA BIOSCIENCES INC | IDYA | 450,000 | $19.7M | 0.87% |
| 34 | CABALETTA BIO INC | CABA | 1,100,000 | $18.8M | 0.82% |
| 35 | ASTRIA THERAPEUTICS INC | 04635X102 | 1,300,000 | $18.3M | 0.80% |
| 36 | ENGENE HOLDINGS INC | ENGNW | 1,000,000 | $16.9M | 0.74% |
| 37 | INSMED INC | INSM | 575,000 | $15.6M | 0.68% |
| 38 | VENTYX BIOSCIENCES INC | 92332V107 | 2,710,000 | $14.9M | 0.65% |
| 39 | NKARTA INC | NKTX | 1,350,000 | $14.6M | 0.64% |
| 40 | SILENCE THERAPEUTICS PLC | SLNCF | 625,000 | $13.5M | 0.59% |
| 41 | MERSANA THERAPEUTICS INC | 59045L106 | 2,600,000 | $11.6M | 0.51% |
| 42 | COMPASS THERAPEUTICS INC | CMPX | 5,560,300 | $11.0M | 0.48% |
| 43 | KYVERNA THERAPEUTICS INC | KYTX | 440,000 | $10.9M | 0.48% |
| 44 | BEAM THERAPEUTICS INC | BEAM | 300,000 | $9.9M | 0.43% |
| 45 | IMMUNEERING CORP | IMRX | 3,295,273 | $9.5M | 0.42% |
| 46 | SPYRE THERAPEUTICS INC | SYRE | 250,000 | $9.5M | 0.42% |
| 47 | ARRIVENT BIOPHARMA INC | AVBP | 515,000 | $9.2M | 0.40% |
| 48 | ROCKET PHARMACEUTICALS INC | RCKTW | 300,000 | $8.1M | 0.35% |
| 49 | DISC MEDICINE INC | IRON | 125,000 | $7.8M | 0.34% |
| 50 | CENTESSA PHARMACEUTICALS PLC | CNTA | 561,600 | $6.3M | 0.28% |
| 51 | GH RESEARCH PLC | GHRS | 593,043 | $6.3M | 0.28% |
| 52 | STOKE THERAPEUTICS INC | STOK | 427,163 | $5.8M | 0.25% |
| 53 | LANTHEUS HLDGS INC | LNTH | 75,000 | $4.7M | 0.20% |
| 54 | VERVE THERAPEUTICS INC | 92539P101 | 350,000 | $4.6M | 0.20% |
| 55 | RAPT THERAPEUTICS INC | 75382E109 | 496,750 | $4.5M | 0.20% |
| 56 | VYNE THERAPEUTICS INC | VYNE | 1,394,336 | $4.3M | 0.19% |
| 57 | BIOATLA INC | BCAB | 1,170,870 | $4.0M | 0.18% |