Investor
Opaleye Management Inc.
CIK 0001595855 · filed 2026-05-15 · SEC filing
13F book
$759.2M
Positions
54
10 new · 10 sold
Largest name
13.2%
Harrow, Inc. · HROW
Est. mark
$40M
Price effect on 44 names still held. Flow −$38.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Harrow, Inc. | HROW | 2.83M | $99.9M | 13.2% | −$38.9M | Cut−$91.5M |
| Liquidia Corp | LQDA | 2.54M | $88.8M | 11.7% | $0 | Added$3.84M |
| Eton Pharmaceuticals, Inc. | ETON | 2.86M | $70.6M | 9.3% | $22.2M | Held |
| Sol-Gel Technologies Ltd. | SLGL | 500K | $39.6M | 5.2% | $16.8M | Added$20.5M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 123K | $35.3M | 4.7% | $22.2M | Cut$0 |
| Apogee Therapeutics, Inc. | APGE | 390K | $32.8M | 4.3% | $3.37M | Added$3.52M |
| Disc Medicine, Inc. | IRON | 421K | $26.9M | 3.5% | −$3.09M | Added$11M |
| UroGen Pharma Ltd. | URGN | 1.43M | $25.7M | 3.4% | −$1.46M | Added$19.4M |
| Crescent Biopharma, Inc. | CBIO | 1.31M | $24.1M | 3.2% | $7.67M | Added$10.1M |
| Stoke Therapeutics, Inc. | STOK | 700K | $22.8M | 3.0% | $569.9K | Added$732.7K |
| Perspective Therapeutics, Inc. | CATX | 4.67M | $19.5M | 2.6% | −$50.5K | Added$14.5M |
| Rezolute, Inc. | RZLT | 6.3M | $19.2M | 2.5% | $4.34M | Added$4.38M |
| Meiragtx Hldgs Plc | — | 2.12M | $18.4M | 2.4% | $277.5K | Added$15.3M |
| Tg Therapeutics, Inc. | TGTX | 535K | $17.8M | 2.3% | $1.82M | Held |
| SANUWAVE Health, Inc. | SNWV | 981.3K | $17M | 2.2% | −$12.3M | Held |
| Edgewise Therapeutics, Inc. | EWTX | 500K | $15.8M | 2.1% | $3.34M | Held |
| Alpha Cognition Inc. | ACOG | 2.56M | $14.1M | 1.9% | −$2.09M | Added$605K |
| Annexon, Inc. | ANNX | 2.33M | $12.9M | 1.7% | $1.21M | Cut−$134K |
| Alumis Inc. | ALMS | 550K | $12.1M | 1.6% | $6.56M | Added$6.89M |
| Codexis, Inc. | CDXS | 6.79M | $11.1M | 1.5% | −$0 | Cut−$7.72K |
| Protagonist Therapeutics, Inc | PTGX | 100K | $10.5M | 1.4% | $1.81M | Cut$1.37M |
| Revolution Medicines Inc | — | 100K | $9.72M | 1.3% | $1.76M | Held |
| Xoma Royalty Corporation | — | 300K | $9.41M | 1.2% | $1.4M | Added$1.63M |
| Q32 Bio Inc. | QTTB | 1.26M | $8.06M | 1.1% | $661.4K | Added$7.36M |
| MBX Biosciences, Inc. | MBX | 260K | $7.76M | 1.0% | −$439.4K | Held |
| Relmada Therapeutics, Inc. | RLMD | 935K | $6.51M | 0.9% | $1.99M | Held |
| CG Oncology, Inc. | CGON | 94.8K | $6.42M | 0.8% | $2.48M | Cut−$10.6M |
| Jade Biosciences, Inc. | JBIO | 427.6K | $6.01M | 0.8% | −$590.1K | Held |
| Ocular Therapeutix, Inc | OCUL | 600K | $5.08M | 0.7% | −$2.2M | Cut−$14.3M |
| Assertio Holdings Inc | — | 265.7K | $5.06M | 0.7% | — | New |
| Editas Medicine, Inc. | EDIT | 1.93M | $4.76M | 0.6% | — | New |
| Sutro Biopharma, Inc. | STRO | 190.7K | $4.75M | 0.6% | $2.54M | Held |
| Journey Med Corp | — | 960K | $4.5M | 0.6% | −$2.9M | Cut−$3.01M |
| Voyager Therapeutics, Inc. | VYGR | 1.15M | $4.44M | 0.6% | −$80.5K | Cut−$264.8K |
| Trevi Therapeutics, Inc. | TRVI | 345.1K | $4.12M | 0.5% | −$203.6K | Held |
| Tectonic Therapeutic, Inc. | TECX | 123K | $3.8M | 0.5% | $1.24M | Cut−$677.7K |
| Cabaletta Bio, Inc. | CABA | 1.38M | $3.71M | 0.5% | $450K | Added$1.74M |
| Biodesix Inc | BDSX | 238K | $3.45M | 0.5% | — | New |
| Rocket Pharmaceuticals Inc | — | 955K | $3.42M | 0.4% | $66.9K | Held |
| Zentalis Pharmaceuticals, Inc. | ZNTL | 1.41M | $3.31M | 0.4% | $1.39M | Added$1.41M |
| Intellia Therapeutics, Inc. | NTLA | 245K | $3.14M | 0.4% | — | New |
| Fortress Biotech Inc | — | 1.04M | $2.91M | 0.4% | −$906.5K | Cut−$1.08M |
| Opus Genetics, Inc. | IRD | 1.12M | $2.25M | 0.3% | $0 | Held |
| Rigel Pharmaceuticals Inc | RIGL | 70K | $1.89M | 0.2% | −$1.11M | Held |
| Atea Pharmaceuticals, Inc. | AVIR | 322.6K | $1.74M | 0.2% | $325.5K | Added$1.09M |
| Lyell Immunopharma, Inc. | LYEL | 79.1K | $1.59M | 0.2% | — | New |
| Enanta Pharmaceuticals Inc | ENTA | 125K | $1.58M | 0.2% | −$235.5K | Added$396K |
| NextCure, Inc. | NXTC | 141.2K | $1.51M | 0.2% | — | New |
| 4d Molecular Therapeutics In | — | 112.3K | $1.05M | 0.1% | — | New |
| Perspective Therapeutics, Inc. | CATX | 200K | $834K | 0.1% | — | New |
| Protalix BioTherapeutics, Inc. | PLX | 340K | $737.8K | 0.1% | $125.8K | Cut−$3.72M |
| Bridgebio Oncology Therapeut | — | 53.3K | $476.9K | 0.1% | — | New |
| Lb Pharmaceuticals Inc | LBRX | 14.5K | $357.7K | 0.0% | — | New |
| Adagio Med Hldgs Inc | — | 18.4K | $21.2K | 0.0% | $2.03K | 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.