13F HOLDINGS REPORT
BML Capital Management, LLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001754960-25-000555
Total Value
$132.2M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ATEA PHARMACEUTICALS INC | AVIR | 7,609,812 | $27.4M | 20.73% |
| 2 | THIRD HARMONIC BIO INC | 88427A107 | 3,824,417 | $20.8M | 15.71% |
| 3 | ACLARIS THERAPEUTICS INC | ACRS | 14,250,000 | $20.2M | 15.31% |
| 4 | INSTIL BIO INC | TIL | 534,899 | $11.1M | 8.43% |
| 5 | ESSA PHARMA INC | 29668H708 | 4,221,546 | $7.2M | 5.43% |
| 6 | ORAMED PHARMACEUTICALS INC | ORMP | 3,083,253 | $6.9M | 5.25% |
| 7 | ADVERUM BIOTECHNOLOGIES INC | 00773U207 | 3,057,526 | $6.6M | 4.97% |
| 8 | IKENA ONCOLOGY INC | 45175G108 | 4,030,102 | $5.4M | 4.09% |
| 9 | PMV PHARMACEUTICALS INC | PMVP | 5,000,000 | $5.3M | 4.01% |
| 10 | ALUMIS INC | ALMS | 1,210,415 | $3.6M | 2.75% |
| 11 | KEZAR LIFE SCIENCES INC | KZR | 635,183 | $2.9M | 2.20% |
| 12 | LAVA THERAPEUTICS NV | N51517105 | 1,970,610 | $2.6M | 1.97% |
| 13 | MILESTONE PHARMACEUTICALS IN | MIST | 1,136,091 | $2.2M | 1.67% |
| 14 | ELEVATION ONCOLOGY INC | 28623U101 | 5,890,434 | $2.2M | 1.64% |
| 15 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 1,821,558 | $1.8M | 1.35% |
| 16 | TESLA INC | TSLA | 200 | $1.7M | 1.25% |
| 17 | ASTROTECH CORP | ASTC | 220,410 | $1.3M | 0.96% |
| 18 | ATHIRA PHARMA INC | 04746L104 | 3,230,667 | $975,661 | 0.74% |
| 19 | LISATA THERAPEUTICS INC | LSTA | 209,814 | $608,272 | 0.46% |
| 20 | CORVUS PHARMACEUTICALS INC | CRVS | 118,766 | $475,064 | 0.36% |
| 21 | TURNSTONE BIOLOGICS CORP | 90042W100 | 1,103,386 | $396,116 | 0.30% |
| 22 | VISTAGEN THERAPEUTICS INC | VTGN | 150,000 | $300,000 | 0.23% |
| 23 | HILLEVAX INC | 43157M102 | 91,913 | $182,907 | 0.14% |
| 24 | VERRICA PHARMACEUTICALS INC | VRCA | 174,651 | $92,583 | 0.07% |