Investor
Caligan Partners LP
CIK 0001727492 · filed 2026-05-15 · SEC filing
13F book
$1.5B
Positions
24
8 new · 4 sold
Largest name
20.4%
Liquidia Corp · LQDA
Est. mark
$31.6M
Price effect on 16 names still held. Flow $289.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Liquidia Corp | LQDA | 8.12M | $306.4M | 20.4% | $26.4M | Held |
| Abivax Sa | — | 1.46M | $162.8M | 10.8% | −$34.1M | Added−$33M |
| Revolution Medicines Inc | — | 1.65M | $160.7M | 10.7% | $22.6M | Added$58.5M |
| Vaxcyte, Inc. | PCVX | 2.06M | $119.7M | 8.0% | $20.4M | Added$41.1M |
| Xenon Pharmaceuticals Inc. | XENE | 1.39M | $81M | 5.4% | $7.33M | Added$56.4M |
| Mineralys Therapeutics, Inc. | MLYS | 2.77M | $75.1M | 5.0% | −$25.5M | Held |
| Exelixis, Inc. | EXEL | 1.55M | $66.6M | 4.4% | −$1.46M | Held |
| Tango Therapeutics, Inc. | TNGX | 2.41M | $50.4M | 3.4% | $29.1M | Cut$17.3M |
| Tyra Biosciences, Inc. | TYRA | 1.28M | $48.9M | 3.3% | $11.3M | Added$24.1M |
| Spyre Therapeutics, Inc. | SYRE | 878.1K | $44.3M | 2.9% | — | New |
| Adma Biologics, Inc. | ADMA | 4.76M | $42.9M | 2.9% | −$27.8M | Added−$12.1M |
| Lb Pharmaceuticals Inc | LBRX | 1.44M | $34.6M | 2.3% | — | New |
| Vor Biopharma Inc. | VOR | 1.93M | $34.3M | 2.3% | $6.54M | Added$24.4M |
| Sab Biotherapeutics Inc | — | 7.97M | $30.5M | 2.0% | — | New |
| Opus Genetics, Inc. | IRD | 6.08M | $27.6M | 1.8% | — | New |
| Inventiva Sa | — | 4.97M | $27.6M | 1.8% | $1.8M | Added$18.3M |
| MBX Biosciences, Inc. | MBX | 848.6K | $25.3M | 1.7% | — | New |
| Avalo Therapeutics, Inc. | AVTX | 1.64M | $24.4M | 1.6% | −$2.85M | Added$8.4M |
| Anika Therapeutics, Inc. | ANIK | 1.44M | $20.8M | 1.4% | $7.02M | Held |
| Maze Therapeutics, Inc. | MAZE | 615K | $18.4M | 1.2% | −$6.37M | Added−$4.44M |
| Verrica Pharmaceuticals Inc. | VRCA | 923.9K | $4.89M | 0.3% | −$2.79M | Held |
| Sensei Biotherapeutics Inc | FTH | 126K | $3.97M | 0.3% | — | New |
| Aura Biosciences, Inc. | AURA | 229.9K | $1.54M | 0.1% | — | New |
| Xilio Therapeutics, Inc. | XLO | 112.1K | $943K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.