13F HOLDINGS REPORT
Vestal Point Capital, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001974915-24-000011
Total Value
$1.32B
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Insmed Inc | INSM | 1,600,000 | $116.8M | 8.86% |
| 2 | Jazz Pharmaceuticals PLC | JAZZ | 900,000 | $100.3M | 7.60% |
| 3 | Cytokinetics Inc | CYTK | 1,500,000 | $79.2M | 6.01% |
| 4 | Inari Medical Inc | 45332Y109 | 1,550,000 | $63.9M | 4.85% |
| 5 | Arcellx Inc | ACLX | 675,000 | $56.4M | 4.27% |
| 6 | Structure Therapeutics Inc | GPCR | 1,150,000 | $50.5M | 3.83% |
| 7 | KalVista Pharmaceuticals Inc | KALV | 4,000,000 | $46.3M | 3.51% |
| 8 | Astria Therapeutics Inc | 04635X102 | 4,000,000 | $44.0M | 3.34% |
| 9 | Immatics NV | IMTX | 3,750,000 | $42.8M | 3.24% |
| 10 | Ultragenyx Pharmaceutical Inc | RARE | 750,000 | $41.7M | 3.16% |
| 11 | Ascendis Pharma A/S | ASND | 250,000 | $37.3M | 2.83% |
| 12 | Soleno Therapeutics Inc | SLNO | 720,000 | $36.4M | 2.76% |
| 13 | Day One Biopharmaceuticals Inc | DAWN | 2,500,000 | $34.8M | 2.64% |
| 14 | Savara Inc | SVRA | 8,090,000 | $34.3M | 2.60% |
| 15 | Agios Pharmaceuticals Inc | AGIO | 760,000 | $33.8M | 2.56% |
| 16 | Xenon Pharmaceuticals Inc | XENE | 825,000 | $32.5M | 2.46% |
| 17 | BioMarin Pharmaceutical Inc | BMRN | 400,000 | $28.1M | 2.13% |
| 18 | Avadel Pharmaceuticals PLC | G29687103 | 2,000,000 | $26.2M | 1.99% |
| 19 | Biohaven Ltd | BHVN | 500,000 | $25.0M | 1.89% |
| 20 | uniQure NV | QURE | 4,750,000 | $23.4M | 1.78% |
| 21 | Janux Therapeutics Inc | JANX | 485,000 | $22.0M | 1.67% |
| 22 | Black Diamond Therapeutics Inc | BDTX | 5,028,500 | $21.9M | 1.66% |
| 23 | Solid Biosciences Inc | SLDB | 2,800,000 | $19.5M | 1.48% |
| 24 | Edwards Lifesciences Corp | EW | 275,000 | $18.1M | 1.38% |
| 25 | Gilead Sciences Inc | GILD | 200,000 | $16.8M | 1.27% |
| 26 | Liquidia Corp | LQDA | 1,500,000 | $15.0M | 1.14% |
| 27 | Agilent Technologies Inc | A | 100,000 | $14.8M | 1.13% |
| 28 | Bristol-Myers Squibb Co | CELG-RI | 250,000 | $12.9M | 0.98% |
| 29 | GSK PLC | GLAXF | 300,000 | $12.3M | 0.93% |
| 30 | Bicara Therapeutics Inc | BCAX | 425,000 | $10.8M | 0.82% |
| 31 | Dianthus Therapeutics Inc | DNTH | 395,000 | $10.8M | 0.82% |
| 32 | Crinetics Pharmaceuticals Inc | CRNX | 205,000 | $10.5M | 0.79% |
| 33 | iTeos Therapeutics Inc | 46565G104 | 1,025,000 | $10.5M | 0.79% |
| 34 | Applied Therapeutics Inc | 03828A101 | 1,145,000 | $9.7M | 0.74% |
| 35 | Nurix Therapeutics Inc | NRIX | 425,000 | $9.5M | 0.72% |
| 36 | Sanofi SA | SNYNF | 150,000 | $8.6M | 0.66% |
| 37 | Bruker Corp | BRKRP | 125,000 | $8.6M | 0.65% |
| 38 | Apogee Therapeutics Inc | APGE | 136,500 | $8.0M | 0.61% |
| 39 | Zymeworks Inc | ZYME | 615,000 | $7.7M | 0.59% |
| 40 | Lexeo Therapeutics Inc | LXEO | 850,000 | $7.7M | 0.58% |
| 41 | Tarsus Pharmaceuticals Inc | TARS | 230,000 | $7.6M | 0.57% |
| 42 | Alto Neuroscience Inc | ANRO | 650,000 | $7.4M | 0.56% |
| 43 | Becton Dickinson & Co | BDX | 30,000 | $7.2M | 0.55% |
| 44 | Madrigal Pharmaceuticals Inc | MDGL | 30,000 | $6.4M | 0.48% |
| 45 | Legend Biotech Corp | LEGN | 125,000 | $6.1M | 0.46% |
| 46 | Fate Therapeutics Inc | FATE | 1,685,000 | $5.9M | 0.45% |
| 47 | Galapagos NV | GLPGF | 180,000 | $5.2M | 0.39% |
| 48 | UroGen Pharma Ltd | URGN | 400,000 | $5.1M | 0.39% |
| 49 | Monte Rosa Therapeutics Inc | GLUE | 930,000 | $4.9M | 0.37% |
| 50 | Geron Corp | GERN | 1,050,000 | $4.8M | 0.36% |
| 51 | Passage Bio Inc | PASG | 6,100,000 | $4.3M | 0.32% |
| 52 | Allogene Therapeutics Inc | ALLO | 1,500,000 | $4.2M | 0.32% |
| 53 | Prime Medicine Inc | PRME | 1,070,000 | $4.1M | 0.31% |
| 54 | Ventyx Biosciences Inc | 92332V107 | 1,725,000 | $3.8M | 0.29% |
| 55 | Zevra Therapeutics Inc | ZVRA | 525,000 | $3.6M | 0.28% |
| 56 | Ardelyx Inc | ARDX | 500,000 | $3.4M | 0.26% |
| 57 | PTC Therapeutics Inc | PTCT | 80,000 | $3.0M | 0.23% |
| 58 | Penumbra Inc | PEN | 15,000 | $2.9M | 0.22% |
| 59 | Voyager Therapeutics Inc | VYGR | 490,000 | $2.9M | 0.22% |
| 60 | MacroGenics Inc | MGNX | 830,000 | $2.7M | 0.21% |
| 61 | Verve Therapeutics Inc | 92539P101 | 525,000 | $2.5M | 0.19% |
| 62 | Intra-Cellular Therapies Inc | 46116X101 | 30,000 | $2.2M | 0.17% |
| 63 | Establishment Labs Holdings In | ESTA | 40,000 | $1.7M | 0.13% |
| 64 | Relmada Therapeutics Inc | RLMD | 490,000 | $1.6M | 0.12% |
| 65 | Achilles Therapeutics PLC | 00449L102 | 1,500,000 | $1.5M | 0.12% |
| 66 | Reneo Pharmaceuticals Inc | 75974E103 | 799,400 | $1.4M | 0.10% |
| 67 | Chimerix Inc | 16934W106 | 1,400,000 | $1.3M | 0.10% |
| 68 | Atara Biotherapeutics Inc | ATRA | 124,677 | $1.0M | 0.08% |
| 69 | Tenax Therapeutics Inc | TENX | 83,333 | $288,332 | 0.02% |