13F HOLDINGS REPORT
Vestal Point Capital, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001974915-25-000002
Total Value
$1.69B
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Jazz Pharmaceuticals PLC | JAZZ | 975,000 | $120.1M | 7.12% |
| 2 | Cytokinetics Inc | CYTK | 2,350,000 | $110.5M | 6.55% |
| 3 | Merck & Co Inc | MRK | 800,000 | $79.6M | 4.72% |
| 4 | Ascendis Pharma A/S | ASND | 520,000 | $71.6M | 4.24% |
| 5 | Ultragenyx Pharmaceutical Inc | RARE | 1,500,000 | $63.1M | 3.74% |
| 6 | Insmed Inc | INSM | 900,000 | $62.1M | 3.68% |
| 7 | BioMarin Pharmaceutical Inc | BMRN | 860,000 | $56.5M | 3.35% |
| 8 | uniQure NV | QURE | 3,025,000 | $53.4M | 3.17% |
| 9 | Soleno Therapeutics Inc | SLNO | 1,060,000 | $47.6M | 2.82% |
| 10 | Nuvalent Inc | NUVL | 600,000 | $47.0M | 2.78% |
| 11 | Structure Therapeutics Inc | GPCR | 1,725,000 | $46.8M | 2.77% |
| 12 | Vera Therapeutics Inc | VERA | 1,075,000 | $45.5M | 2.70% |
| 13 | Immatics NV | IMTX | 6,275,000 | $44.6M | 2.65% |
| 14 | KalVista Pharmaceuticals Inc | KALV | 4,770,000 | $40.4M | 2.40% |
| 15 | Geron Corp | GERN | 11,000,000 | $38.9M | 2.31% |
| 16 | Astria Therapeutics Inc | 04635X102 | 4,180,000 | $37.4M | 2.22% |
| 17 | Arcellx Inc | ACLX | 475,000 | $36.4M | 2.16% |
| 18 | Sanofi SA | SNYNF | 750,000 | $36.2M | 2.14% |
| 19 | GSK PLC | GLAXF | 1,000,000 | $33.8M | 2.01% |
| 20 | Savara Inc | SVRA | 10,775,000 | $33.1M | 1.96% |
| 21 | Xenon Pharmaceuticals Inc | XENE | 810,000 | $31.8M | 1.88% |
| 22 | Amicus Therapeutics Inc | FOLD | 3,350,000 | $31.6M | 1.87% |
| 23 | AstraZeneca PLC | AZN | 475,000 | $31.1M | 1.85% |
| 24 | Sarepta Therapeutics Inc | SRPT | 250,000 | $30.4M | 1.80% |
| 25 | Madrigal Pharmaceuticals Inc | MDGL | 95,000 | $29.3M | 1.74% |
| 26 | Globus Medical Inc | GMED | 325,000 | $26.9M | 1.59% |
| 27 | Dianthus Therapeutics Inc | DNTH | 1,075,000 | $23.4M | 1.39% |
| 28 | Nyxoah SA | NYXH | 2,924,216 | $23.4M | 1.39% |
| 29 | Verona Pharma PLC | 925050106 | 495,000 | $23.0M | 1.36% |
| 30 | Ionis Pharmaceuticals Inc | IONS | 595,000 | $20.8M | 1.23% |
| 31 | Liquidia Corp | LQDA | 1,760,000 | $20.7M | 1.23% |
| 32 | Day One Biopharmaceuticals Inc | DAWN | 1,440,000 | $18.2M | 1.08% |
| 33 | UroGen Pharma Ltd | URGN | 1,630,000 | $17.4M | 1.03% |
| 34 | Legend Biotech Corp | LEGN | 475,000 | $15.5M | 0.92% |
| 35 | Roivant Sciences Ltd | ROIV | 1,250,000 | $14.8M | 0.88% |
| 36 | Regeneron Pharmaceuticals Inc | REGN | 20,000 | $14.2M | 0.84% |
| 37 | Establishment Labs Holdings In | ESTA | 300,000 | $13.8M | 0.82% |
| 38 | Tyra Biosciences Inc | TYRA | 990,000 | $13.8M | 0.82% |
| 39 | Bicara Therapeutics Inc | BCAX | 710,000 | $12.4M | 0.73% |
| 40 | Black Diamond Therapeutics Inc | BDTX | 5,600,000 | $12.0M | 0.71% |
| 41 | Solid Biosciences Inc | SLDB | 2,850,000 | $11.4M | 0.68% |
| 42 | Agilent Technologies Inc | A | 75,000 | $10.1M | 0.60% |
| 43 | Applied Therapeutics Inc | 03828A101 | 11,500,000 | $9.8M | 0.58% |
| 44 | Perrigo Co PLC | PRGO | 375,000 | $9.6M | 0.57% |
| 45 | Nurix Therapeutics Inc | NRIX | 485,000 | $9.1M | 0.54% |
| 46 | Lexeo Therapeutics Inc | LXEO | 1,200,000 | $7.9M | 0.47% |
| 47 | Zai Lab Ltd | ZLAB | 300,000 | $7.9M | 0.47% |
| 48 | Celldex Therapeutics Inc | CLDX | 305,000 | $7.7M | 0.46% |
| 49 | Voyager Therapeutics Inc | VYGR | 1,230,000 | $7.0M | 0.41% |
| 50 | iTeos Therapeutics Inc | 46565G104 | 900,000 | $6.9M | 0.41% |
| 51 | Intellia Therapeutics Inc | NTLA | 525,000 | $6.1M | 0.36% |
| 52 | OnKure Therapeutics Inc | OKUR | 635,000 | $5.5M | 0.32% |
| 53 | Galapagos NV | GLPGF | 180,000 | $5.0M | 0.29% |
| 54 | Chimerix Inc | 16934W106 | 1,400,000 | $4.9M | 0.29% |
| 55 | Sutro Biopharma Inc | STRO | 2,570,000 | $4.7M | 0.28% |
| 56 | Ventyx Biosciences Inc | 92332V107 | 2,000,000 | $4.4M | 0.26% |
| 57 | Fate Therapeutics Inc | FATE | 2,465,000 | $4.1M | 0.24% |
| 58 | Alto Neuroscience Inc | ANRO | 915,000 | $3.9M | 0.23% |
| 59 | Verve Therapeutics Inc | 92539P101 | 645,000 | $3.6M | 0.22% |
| 60 | Passage Bio Inc | PASG | 6,100,000 | $3.5M | 0.21% |
| 61 | Allogene Therapeutics Inc | ALLO | 1,500,000 | $3.2M | 0.19% |
| 62 | TransMedics Group Inc | TMDX | 50,000 | $3.1M | 0.18% |
| 63 | Monte Rosa Therapeutics Inc | GLUE | 425,000 | $2.9M | 0.17% |
| 64 | Zymeworks Inc | ZYME | 185,000 | $2.7M | 0.16% |
| 65 | Engene Holdings Inc | ENGNW | 370,000 | $2.5M | 0.15% |
| 66 | Bausch Health Cos Inc | 071734107 | 250,000 | $2.0M | 0.12% |
| 67 | Neurogene Inc | NGNE | 80,000 | $1.8M | 0.11% |
| 68 | Achilles Therapeutics PLC | 00449L102 | 1,500,000 | $1.7M | 0.10% |
| 69 | Atara Biotherapeutics Inc | ATRA | 125,000 | $1.7M | 0.10% |
| 70 | Immunovant Inc | IMVT | 45,000 | $1.1M | 0.07% |
| 71 | MacroGenics Inc | MGNX | 280,000 | $910,000 | 0.05% |
| 72 | Traws Pharma Inc | TRAW | 75,000 | $666,000 | 0.04% |
| 73 | Tenax Therapeutics Inc | TENX | 55,189 | $341,620 | 0.02% |