Ghost Tree Capital as of Sept. 30, 2023
Portfolio Holdings for Ghost Tree Capital
Ghost Tree Capital holds 63 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Moonlake Immunotherapeutics Class A Ord (MLTX) | 10.9 | $33M | 580k | 57.00 | |
Sarepta Therapeutics (SRPT) | 7.6 | $23M | 190k | 121.22 | |
Spdr Ser Tr S&p Biotech Call Option (XBI) | 7.2 | $22M | 300k | 73.02 | |
Akero Therapeutics (AKRO) | 6.1 | $19M | 365k | 50.58 | |
Krystal Biotech (KRYS) | 3.1 | $9.3M | 80k | 116.00 | |
Madrigal Pharmaceuticals (MDGL) | 2.8 | $8.4M | 58k | 146.04 | |
Tg Therapeutics (TGTX) | 2.7 | $8.4M | 1.0M | 8.36 | |
Immunovant (IMVT) | 2.7 | $8.3M | 215k | 38.39 | |
Ascendis Pharma A/s Sponsored Adr (ASND) | 2.6 | $8.0M | 85k | 93.64 | |
Axsome Therapeutics (AXSM) | 2.5 | $7.7M | 110k | 69.89 | |
Alpine Immune Sciences | 2.5 | $7.6M | 664k | 11.45 | |
Syndax Pharmaceuticals (SNDX) | 2.4 | $7.3M | 500k | 14.52 | |
Vaxcyte (PCVX) | 2.3 | $7.1M | 140k | 50.98 | |
Tarsus Pharmaceuticals (TARS) | 2.3 | $7.1M | 400k | 17.77 | |
Apellis Pharmaceuticals Call Option (APLS) | 2.3 | $7.0M | 185k | 38.04 | |
Protagonist Therapeutics (PTGX) | 2.2 | $6.7M | 400k | 16.68 | |
Cogent Biosciences (COGT) | 2.1 | $6.3M | 650k | 9.75 | |
Rocket Pharmaceuticals Call Option (RCKT) | 2.0 | $6.0M | 295k | 20.49 | |
Ambrx Biopharma Sponsored Ads | 2.0 | $6.0M | 525k | 11.50 | |
Pmv Pharmaceuticals (PMVP) | 1.4 | $4.3M | 706k | 6.14 | |
Replimune Group Call Option (REPL) | 1.4 | $4.3M | 250k | 17.11 | |
Miragen Therapeutics (VRDN) | 1.4 | $4.2M | 275k | 15.34 | |
Taysha Gene Therapies Com Shs (TSHA) | 1.4 | $4.2M | 1.3M | 3.16 | |
Deciphera Pharmaceuticals | 1.4 | $4.1M | 325k | 12.72 | |
Phathom Pharmaceuticals (PHAT) | 1.3 | $4.1M | 395k | 10.37 | |
Acelyrin (SLRN) | 1.3 | $4.1M | 400k | 10.17 | |
Revance Therapeutics (RVNC) | 1.3 | $4.0M | 350k | 11.47 | |
Amylyx Pharmaceuticals (AMLX) | 1.3 | $3.9M | 215k | 18.31 | |
Cymabay Therapeutics Call Option | 1.2 | $3.5M | 238k | 14.91 | |
Xenon Pharmaceuticals (XENE) | 1.1 | $3.4M | 99k | 34.16 | |
Crinetics Pharmaceuticals In (CRNX) | 1.0 | $3.0M | 101k | 29.74 | |
ImmunoGen | 0.9 | $2.8M | 175k | 15.87 | |
Structure Therapeutics Sponsored Ads (GPCR) | 0.9 | $2.8M | 55k | 50.42 | |
Aerovate Therapeutics (AVTE) | 0.9 | $2.7M | 201k | 13.57 | |
Morphosys Sponsored Ads (MOR) | 0.9 | $2.7M | 400k | 6.72 | |
Cytokinetics Com New (CYTK) | 0.9 | $2.7M | 90k | 29.46 | |
Mirati Therapeutics | 0.9 | $2.6M | 60k | 43.56 | |
Eyepoint Pharmaceuticals Com New (EYPT) | 0.9 | $2.6M | 325k | 7.99 | |
Viking Therapeutics (VKTX) | 0.8 | $2.5M | 225k | 11.07 | |
Astria Therapeutics (ATXS) | 0.7 | $2.2M | 300k | 7.46 | |
Amicus Therapeutics (FOLD) | 0.7 | $2.1M | 175k | 12.16 | |
Karuna Therapeutics Ord | 0.7 | $2.1M | 13k | 169.09 | |
Zentalis Pharmaceuticals (ZNTL) | 0.7 | $2.0M | 100k | 20.06 | |
Bridgebio Pharma (BBIO) | 0.7 | $2.0M | 75k | 26.37 | |
ACADIA Pharmaceuticals (ACAD) | 0.5 | $1.7M | 80k | 20.84 | |
Legend Biotech Corp Sponsored Ads (LEGN) | 0.5 | $1.5M | 23k | 67.17 | |
Uniqure Nv SHS (QURE) | 0.5 | $1.4M | 215k | 6.71 | |
Arcus Biosciences Incorporated (RCUS) | 0.4 | $1.3M | 75k | 17.95 | |
Travere Therapeutics (TVTX) | 0.4 | $1.3M | 150k | 8.94 | |
Argenx Se Sponsored Adr (ARGX) | 0.4 | $1.2M | 2.5k | 491.63 | |
Ventyx Biosciences (VTYX) | 0.4 | $1.2M | 35k | 34.73 | |
Aadi Bioscience (AADI) | 0.4 | $1.2M | 250k | 4.84 | |
Kalvista Pharmaceuticals (KALV) | 0.3 | $963k | 100k | 9.63 | |
Biomea Fusion (BMEA) | 0.3 | $894k | 65k | 13.76 | |
Roivant Sciences SHS (ROIV) | 0.2 | $748k | 64k | 11.68 | |
Verona Pharma Sponsored Ads (VRNA) | 0.2 | $734k | 45k | 16.30 | |
Inhibrx | 0.2 | $642k | 35k | 18.35 | |
Fusion Pharmaceuticals | 0.2 | $633k | 243k | 2.60 | |
Acumen Pharmaceuticals (ABOS) | 0.2 | $623k | 150k | 4.15 | |
89bio (ETNB) | 0.2 | $463k | 30k | 15.44 | |
Avidity Biosciences Ord (RNA) | 0.1 | $415k | 65k | 6.38 | |
Rain Therapeutics | 0.1 | $280k | 325k | 0.86 | |
Mersana Therapeutics (MRSN) | 0.0 | $78k | 61k | 1.27 |