13F HOLDINGS REPORT
Vestal Point Capital, LP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001974915-24-000005
Total Value
$1.21B
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cytokinetics Inc | CYTK | 2,150,000 | $150.7M | 12.47% |
| 2 | Jazz Pharmaceuticals PLC | JAZZ | 1,100,000 | $132.5M | 10.95% |
| 3 | Neurocrine Biosciences Inc | NBIX | 710,000 | $97.9M | 8.10% |
| 4 | Ascendis Pharma A/S | ASND | 525,000 | $79.4M | 6.56% |
| 5 | Globus Medical Inc | GMED | 1,000,000 | $53.6M | 4.44% |
| 6 | Soleno Therapeutics Inc | SLNO | 1,250,000 | $53.5M | 4.42% |
| 7 | Alnylam Pharmaceuticals Inc | ALNY | 350,000 | $52.3M | 4.33% |
| 8 | BeiGene Ltd | BEIGF | 325,000 | $50.8M | 4.20% |
| 9 | Inari Medical Inc | 45332Y109 | 800,000 | $38.4M | 3.17% |
| 10 | Applied Therapeutics Inc | 03828A101 | 5,110,000 | $34.7M | 2.87% |
| 11 | Liquidia Corp | LQDA | 2,000,000 | $29.5M | 2.44% |
| 12 | ALX Oncology Holdings Inc | ALXO | 2,610,000 | $29.1M | 2.41% |
| 13 | AstraZeneca PLC | AZN | 400,000 | $27.1M | 2.24% |
| 14 | uniQure NV | QURE | 4,725,000 | $24.6M | 2.03% |
| 15 | Insmed Inc | INSM | 750,000 | $20.3M | 1.68% |
| 16 | Argenx SE | ARGX | 50,000 | $19.7M | 1.63% |
| 17 | Xenon Pharmaceuticals Inc | XENE | 400,000 | $17.2M | 1.42% |
| 18 | TG Therapeutics Inc | TGTX | 1,050,000 | $16.0M | 1.32% |
| 19 | Astria Therapeutics Inc | 04635X102 | 1,100,000 | $15.5M | 1.28% |
| 20 | BioMarin Pharmaceutical Inc | BMRN | 175,000 | $15.3M | 1.26% |
| 21 | Alpine Immune Sciences Inc | 02083G100 | 350,000 | $13.9M | 1.15% |
| 22 | Solid Biosciences Inc | SLDB | 1,035,000 | $13.8M | 1.14% |
| 23 | Dianthus Therapeutics Inc | DNTH | 455,000 | $13.7M | 1.13% |
| 24 | Apellis Pharmaceuticals Inc | APLS | 225,000 | $13.2M | 1.09% |
| 25 | Sarepta Therapeutics Inc | SRPT | 100,000 | $12.9M | 1.07% |
| 26 | Praxis Precision Medicines Inc | PRAX | 210,000 | $12.8M | 1.06% |
| 27 | Immatics NV | IMTX | 1,200,000 | $12.6M | 1.04% |
| 28 | Incyte Corp | INCY | 200,000 | $11.4M | 0.94% |
| 29 | MacroGenics Inc | MGNX | 725,000 | $10.7M | 0.88% |
| 30 | Agios Pharmaceuticals Inc | AGIO | 325,000 | $9.5M | 0.79% |
| 31 | Shockwave Medical Inc | 82489T104 | 25,000 | $8.1M | 0.67% |
| 32 | Krystal Biotech Inc | KRYS | 45,000 | $8.0M | 0.66% |
| 33 | KalVista Pharmaceuticals Inc | KALV | 655,000 | $7.8M | 0.64% |
| 34 | Geron Corp | GERN | 2,200,000 | $7.3M | 0.60% |
| 35 | Arcellx Inc | ACLX | 100,000 | $7.0M | 0.58% |
| 36 | Exact Sciences Corp | 30063P105 | 100,000 | $6.9M | 0.57% |
| 37 | Fulcrum Therapeutics Inc | FULC | 695,000 | $6.6M | 0.54% |
| 38 | Viking Therapeutics Inc | VKTX | 75,000 | $6.2M | 0.51% |
| 39 | Passage Bio Inc | PASG | 4,500,000 | $6.1M | 0.50% |
| 40 | Allogene Therapeutics Inc | ALLO | 1,350,000 | $6.0M | 0.50% |
| 41 | Fate Therapeutics Inc | FATE | 800,000 | $5.9M | 0.49% |
| 42 | Voyager Therapeutics Inc | VYGR | 600,000 | $5.6M | 0.46% |
| 43 | Relmada Therapeutics Inc | RLMD | 1,200,000 | $5.6M | 0.46% |
| 44 | Bio-Rad Laboratories Inc | 090572207 | 15,000 | $5.2M | 0.43% |
| 45 | Ultragenyx Pharmaceutical Inc | RARE | 110,000 | $5.1M | 0.42% |
| 46 | Lyra Therapeutics Inc | LYRA | 800,000 | $5.0M | 0.41% |
| 47 | Galapagos NV | GLPGF | 130,000 | $4.2M | 0.35% |
| 48 | Alto Neuroscience Inc | ANRO | 250,000 | $3.8M | 0.32% |
| 49 | Lexeo Therapeutics Inc | LXEO | 175,000 | $2.7M | 0.23% |
| 50 | Prime Medicine Inc | PRME | 360,000 | $2.5M | 0.21% |
| 51 | Novavax Inc | NVAX | 500,000 | $2.4M | 0.20% |
| 52 | Pacira BioSciences Inc | PCRX | 80,000 | $2.3M | 0.19% |
| 53 | Atara Biotherapeutics Inc | ATRA | 2,800,000 | $1.9M | 0.16% |
| 54 | Achilles Therapeutics PLC | 00449L102 | 1,500,000 | $1.9M | 0.16% |
| 55 | Chimerix Inc | 16934W106 | 1,400,000 | $1.5M | 0.12% |
| 56 | Reneo Pharmaceuticals Inc | 75974E103 | 295,375 | $490,323 | 0.04% |
| 57 | Affimed NV | N01045207 | 55,000 | $291,500 | 0.02% |
| 58 | Lyell Immunopharma Inc | LYEL | 130,000 | $289,900 | 0.02% |