13F HOLDINGS REPORT
Cormorant Asset Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001583977-24-000006
Total Value
$1.89B
Positions
45
Other Managers
1
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 8,494,151 | $428.3M | 22.71% |
| 2 | VAXCYTE INC | PCVX | 1,000,000 | $114.3M | 6.06% |
| 3 | ARCELLX INC | ACLX | 1,250,000 | $104.4M | 5.54% |
| 4 | LONGBOARD PHARMACEUTICALS IN | 54300N103 | 2,790,462 | $93.0M | 4.93% |
| 5 | EDGEWISE THERAPEUTICS INC | EWTX | 3,406,534 | $90.9M | 4.82% |
| 6 | EYEPOINT PHARMACEUTICALS INC | EYPT | 8,325,000 | $66.5M | 3.53% |
| 7 | RAPPORT THERAPEUTICS INC | RAPP | 2,940,921 | $60.2M | 3.19% |
| 8 | CRINETICS PHARMACEUTICALS IN | CRNX | 1,100,000 | $56.2M | 2.98% |
| 9 | PRAXIS PRECISION MEDICINES I | PRAX | 870,000 | $50.1M | 2.65% |
| 10 | CORBUS PHARMACEUTICALS HLDGS | CRBP | 2,375,000 | $49.0M | 2.60% |
| 11 | AVIDITY BIOSCIENCES INC | 05370A108 | 1,050,000 | $48.2M | 2.56% |
| 12 | JANUX THERAPEUTICS INC | JANX | 1,050,000 | $47.7M | 2.53% |
| 13 | BRIDGEBIO PHARMA INC | BBIO | 1,858,351 | $47.3M | 2.51% |
| 14 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 2,470,000 | $41.0M | 2.17% |
| 15 | CENTESSA PHARMACEUTICALS PLC | CNTA | 2,561,600 | $41.0M | 2.17% |
| 16 | MERUS N V | N5749R100 | 740,000 | $37.0M | 1.96% |
| 17 | CG ONCOLOGY INC | CGON | 975,000 | $36.8M | 1.95% |
| 18 | INSMED INC | INSM | 500,000 | $36.5M | 1.94% |
| 19 | BIOMEA FUSION INC | BMEA | 3,570,872 | $36.1M | 1.91% |
| 20 | AXSOME THERAPEUTICS INC | AXSM | 400,000 | $35.9M | 1.91% |
| 21 | BIOAGE LABS INC | BIOA | 1,629,529 | $33.9M | 1.80% |
| 22 | HELIX ACQUISITION CORP II | HLXC | 2,909,000 | $30.4M | 1.61% |
| 23 | PHARVARIS N V | PHVS | 1,466,460 | $27.2M | 1.44% |
| 24 | ABIVAX SA | AAVXF | 2,130,000 | $24.5M | 1.30% |
| 25 | ALUMIS INC | ALMS | 2,147,396 | $22.9M | 1.22% |
| 26 | CARGO THERAPEUTICS INC | 14179K101 | 1,182,563 | $21.8M | 1.16% |
| 27 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 2,325,000 | $21.6M | 1.15% |
| 28 | RHYTHM PHARMACEUTICALS INC | RYTM | 400,000 | $21.0M | 1.11% |
| 29 | BIOHAVEN LTD | BHVN | 401,963 | $20.1M | 1.07% |
| 30 | UROGEN PHARMA LTD | URGN | 1,550,000 | $19.7M | 1.04% |
| 31 | Y-MABS THERAPEUTICS INC | 984241109 | 1,450,000 | $19.1M | 1.01% |
| 32 | MBX BIOSCIENCES INC | MBX | 700,000 | $18.2M | 0.96% |
| 33 | TARSUS PHARMACEUTICALS INC | TARS | 500,000 | $16.4M | 0.87% |
| 34 | ARRIVENT BIOPHARMA INC | AVBP | 585,462 | $13.8M | 0.73% |
| 35 | ANAPTYSBIO INC | ANABV | 342,465 | $11.5M | 0.61% |
| 36 | KORRO BIO INC | KRRO | 265,826 | $8.9M | 0.47% |
| 37 | SILENCE THERAPEUTICS PLC | SLNCF | 400,000 | $7.3M | 0.39% |
| 38 | ENGENE HOLDINGS INC | ENGNW | 1,000,000 | $6.6M | 0.35% |
| 39 | STOKE THERAPEUTICS INC | STOK | 427,163 | $5.2M | 0.28% |
| 40 | NEUROGENE INC | NGNE | 107,344 | $4.5M | 0.24% |
| 41 | GH RESEARCH PLC | GHRS | 593,043 | $4.0M | 0.21% |
| 42 | VYNE THERAPEUTICS INC | VYNE | 1,394,336 | $2.6M | 0.14% |
| 43 | VERVE THERAPEUTICS INC | 92539P101 | 350,000 | $1.7M | 0.09% |
| 44 | ARTIVA BIOTHERAPEUTICS INC | ARTV | 103,633 | $1.6M | 0.08% |
| 45 | RAPT THERAPEUTICS INC | 75382E109 | 496,750 | $998,468 | 0.05% |