Investor
Lion Point Capital, LP
CIK 0001643354 · filed 2026-05-15 · SEC filing
13F book
$16.7M
Positions
35
0 new · 4 sold
Largest name
8.6%
Praxis Precision Medicines I
Est. mark
−$1.97M
Price effect on 35 names still held. Flow −$619.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Praxis Precision Medicines I | — | 4.45K | $1.43M | 8.6% | $122.2K | Held |
| Moonlake Immunotherapeutics | MLTX | 67.5K | $1.26M | 7.5% | $368.6K | Held |
| Royalty Pharma PLC | RPRX | 21.4K | $1.03M | 6.1% | $199.7K | Held |
| Milestone Pharmaceuticals In | — | 820K | $975.8K | 5.8% | −$626.6K | Added−$549.3K |
| Geron Corp | GERN | 578K | $861.2K | 5.1% | $98.3K | Held |
| Syndax Pharmaceuticals Inc | SNDX | 36K | $841K | 5.0% | $84.6K | Held |
| Ardelyx, Inc. | ARDX | 128.7K | $770.6K | 4.6% | $20.6K | Held |
| Fennec Pharmaceuticals Inc. | FENC | 112.4K | $691.5K | 4.1% | −$174.3K | Held |
| Benitec Biopharma Inc. | BNTC | 62K | $660.3K | 3.9% | −$174.8K | Held |
| Sarepta Therapeutics, Inc. | SRPT | 28.5K | $620.2K | 3.7% | $6.84K | Held |
| Disc Medicine, Inc. | IRON | 8.1K | $517.9K | 3.1% | −$125.3K | Held |
| Cue Biopharma, Inc. | CUE | 2.2M | $506.4K | 3.0% | −$166.3K | Held |
| Compass Pathways Plc | CMPS | 80K | $442.4K | 2.6% | −$79.5K | Added$42.2K |
| Biohaven Ltd. | BHVN | 51.7K | $437.4K | 2.6% | −$146.3K | Held |
| Lantheus Hldgs Inc | — | 5.5K | $417.2K | 2.5% | $51.1K | Held |
| Jasper Therapeutics Inc | — | 465K | $407.4K | 2.4% | −$443.5K | Held |
| Humacyte Inc | — | 650K | $394.4K | 2.4% | −$176.9K | Added−$85.9K |
| Viatris Inc | VTRS | 27.7K | $374.2K | 2.2% | $29.4K | Held |
| Kura Oncology, Inc. | KURA | 46K | $374K | 2.2% | −$104K | Held |
| BridgeBio Pharma, Inc. | BBIO | 5K | $371.3K | 2.2% | −$11.1K | Held |
| Dyne Therapeutics, Inc. | DYN | 18K | $326.3K | 1.9% | −$25.7K | Held |
| Rocket Pharmaceuticals Inc | — | 86K | $307.9K | 1.8% | $6.02K | Held |
| Pacira BioSciences, Inc. | PCRX | 13.5K | $305.1K | 1.8% | −$44.3K | Held |
| Edgewise Therapeutics, Inc. | EWTX | 9.1K | $286.6K | 1.7% | $60.8K | Held |
| Mineralys Therapeutics, Inc. | MLYS | 10.5K | $284.4K | 1.7% | −$96.6K | Held |
| Seres Therapeutics, Inc. | MCRB | 31.6K | $280K | 1.7% | −$189.7K | Held |
| Janux Therapeutics, Inc. | JANX | 19K | $264.1K | 1.6% | $1.9K | Held |
| Uniqure Nv | — | 14.7K | $240.3K | 1.4% | −$111.4K | Held |
| REGENXBIO Inc. | RGNX | 26.6K | $222.9K | 1.3% | −$160.1K | Held |
| Azenta, Inc. | AZTA | 9.7K | $205K | 1.2% | −$117.7K | Held |
| Innoviva, Inc. | INVA | 8.2K | $191.1K | 1.1% | $27.1K | Held |
| Gh Research Plc | GHRS | 10.2K | $143.4K | 0.9% | $13.9K | Held |
| Arcutis Biotherapeutics, Inc. | ARQT | 5.25K | $123.7K | 0.7% | −$28.8K | Held |
| Innate Pharma S A | — | 81.2K | $103.9K | 0.6% | −$38.1K | Held |
| Spruce Biosciences, Inc. | SPRB | 1K | $65.3K | 0.4% | −$21.8K | Held |
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.