13F

Investor

Propel Bio Management, LLC

CIK 0001969764 · filed 2026-05-14 · SEC filing

13F book

$158.7M

Positions

38

22 new · 4 sold

Largest name

19.0%

Plains Gp Hldgs L P

Est. mark

−$11.4M

Price effect on 16 names still held. Flow $53M.
NameTickerSharesValueWeightEst. markChange
Plains Gp Hldgs L P1.27M$30.2M19.0%$5.83MHeld
Achieve Life Sciences, Inc.ACHV3.79M$11.4M7.2%−$7.45MHeld
Phathom Pharmaceuticals, Inc.PHAT841.3K$9.35M5.9%−$4.05MAdded−$2.94M
Delcath Sys Inc979.7K$9.16M5.8%−$329.2KAdded$4.73M
Corcept Therapeutics IncCORT147.8K$6.02M3.8%New
Abeona Therapeutics Inc.ABEO1.33M$6.01M3.8%−$625.1KAdded$1.63M
Vor Biopharma Inc.VOR314.5K$5.59M3.5%New
Kyverna Therapeutics, Inc.KYTX644.4K$5.59M3.5%−$472KCut−$681.1K
Milestone Pharmaceuticals In4.12M$5.08M3.2%−$3.24MHeld
Celldex Therapeutics Inc New131.4K$4.14M2.6%$567.3KCut−$55.7K
Compass Pathways PlcCMPS742K$4.12M2.6%−$1MCut−$1.83M
Viridian Therapeutics Inc210.2K$4.09M2.6%−$2.45MCut−$4.7M
Inventiva Sa724.7K$3.99M2.5%$624.9KCut−$655.4K
Sab Biotherapeutics Inc1.01M$3.89M2.5%$63.6KAdded$1.44M
Orchestra Biomed Hldgs Inc896.7K$3.83M2.4%New
4d Molecular Therapeutics In380.4K$3.58M2.3%New
Oculis Holding Ag122.2K$3.28M2.1%$838.4KCut−$172.4K
Ocular Therapeutix, IncOCUL382.4K$3.23M2.0%New
Upstream Bio, Inc.UPB341.8K$3.1M2.0%New
Aquestive Therapeutics, Inc.AQST711K$2.95M1.9%New
EyePoint, Inc.EYPT215.8K$2.79M1.8%New
Trevi Therapeutics, Inc.TRVI223.8K$2.65M1.7%New
Zevra Therapeutics, Inc.ZVRA282.4K$2.64M1.7%$24.9KAdded$2.07M
Immunic, Inc.IMUX2.34M$2.62M1.7%New
Coherus Oncology, Inc.CHRS1.42M$2.41M1.5%New
Ovid Therapeutics Inc.OVID921.5K$2.04M1.3%New
Palisade Bio, Inc.PALI1.11M$2M1.3%New
Kalaris Therapeutics, Inc.KLRS295.8K$1.72M1.1%−$110.2KAdded$1.37M
Uniqure Nv104.8K$1.71M1.1%New
Athira Pharma IncLONA149.3K$1.5M0.9%$365.7KHeld
Nuvation Bio Inc.NUVB329.3K$1.41M0.9%New
Maze Therapeutics, Inc.MAZE43.8K$1.31M0.8%New
Evommune, Inc.EVMN55.7K$1.28M0.8%New
Corvus Pharmaceuticals, Inc.CRVS85.8K$1.25M0.8%New
Aldeyra Therapeutics, Inc.ALDX730.6K$1.23M0.8%New
Artiva Biotherapeutics, Inc.ARTV146.4K$949.8K0.6%New
Connect Biopharma Hldgs Ltd209.5K$553.9K0.3%New
Satellos Bioscience Inc.MSLE10.1K$57.1K0.0%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.