Ghost Tree Capital as of March 31, 2024
Portfolio Holdings for Ghost Tree Capital
Ghost Tree Capital holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr Ser Tr S&p Biotech Put Option (XBI) | 6.6 | $24M | 250k | 94.89 | |
Axsome Therapeutics (AXSM) | 4.6 | $17M | 210k | 79.80 | |
Sarepta Therapeutics (SRPT) | 4.5 | $16M | 125k | 129.46 | |
Biohaven (BHVN) | 4.3 | $16M | 285k | 54.69 | |
Moonlake Immunotherapeutics Class A Ord (MLTX) | 4.2 | $15M | 300k | 50.23 | |
Roivant Sciences SHS (ROIV) | 3.8 | $14M | 1.3M | 10.54 | |
Tg Therapeutics (TGTX) | 3.5 | $13M | 825k | 15.21 | |
Viking Therapeutics (VKTX) | 3.5 | $13M | 153k | 82.00 | |
Miragen Therapeutics (VRDN) | 3.0 | $11M | 625k | 17.51 | |
Tarsus Pharmaceuticals (TARS) | 3.0 | $11M | 300k | 36.35 | |
Crinetics Pharmaceuticals In (CRNX) | 2.6 | $9.4M | 200k | 46.81 | |
Alnylam Pharmaceuticals (ALNY) | 2.5 | $9.0M | 60k | 149.45 | |
Immunovant (IMVT) | 2.5 | $8.9M | 275k | 32.31 | |
Soleno Therapeutics (SLNO) | 2.4 | $8.6M | 200k | 42.80 | |
Savara (SVRA) | 2.2 | $8.0M | 1.6M | 4.98 | |
ACADIA Pharmaceuticals (ACAD) | 2.2 | $7.9M | 425k | 18.49 | |
Apellis Pharmaceuticals (APLS) | 2.1 | $7.6M | 130k | 58.78 | |
IsoRay | 2.0 | $7.1M | 6.0M | 1.19 | |
Blueprint Medicines (BPMC) | 1.9 | $6.9M | 73k | 94.86 | |
Cytokinetics Com New (CYTK) | 1.8 | $6.7M | 95k | 70.11 | |
Aerovate Therapeutics (AVTE) | 1.8 | $6.7M | 225k | 29.57 | |
Vaxcyte (PCVX) | 1.8 | $6.5M | 95k | 68.31 | |
Cabaletta Bio (CABA) | 1.8 | $6.4M | 375k | 17.06 | |
Rhythm Pharmaceuticals (RYTM) | 1.5 | $5.4M | 125k | 43.33 | |
Bridgebio Pharma (BBIO) | 1.5 | $5.4M | 175k | 30.92 | |
Replimune Group (REPL) | 1.5 | $5.3M | 650k | 8.17 | |
Phathom Pharmaceuticals (PHAT) | 1.4 | $5.2M | 485k | 10.62 | |
Insmed Com Par $.01 (INSM) | 1.1 | $4.1M | 150k | 27.13 | |
Tenaya Therapeutics (TNYA) | 1.1 | $4.1M | 775k | 5.23 | |
Spyre Therapeutics Com New (SYRE) | 1.0 | $3.8M | 100k | 37.93 | |
Syndax Pharmaceuticals (SNDX) | 1.0 | $3.6M | 150k | 23.80 | |
Intra Cellular Therapies Call Option (ITCI) | 1.0 | $3.5M | 50k | 69.20 | |
Engene Holdings (ENGN) | 0.9 | $3.4M | 200k | 16.95 | |
Cg Oncology (CGON) | 0.9 | $3.3M | 75k | 43.90 | |
Structure Therapeutics Sponsored Ads (GPCR) | 0.9 | $3.2M | 75k | 42.86 | |
Helix Acquisition Corp Ii Cl A Ord Shs (HLXB) | 0.9 | $3.1M | 300k | 10.40 | |
Cogent Biosciences (COGT) | 0.8 | $3.0M | 450k | 6.72 | |
Aquestive Therapeutics (AQST) | 0.8 | $3.0M | 703k | 4.26 | |
Deciphera Pharmaceuticals | 0.8 | $2.8M | 177k | 15.73 | |
Taysha Gene Therapies Com Shs (TSHA) | 0.8 | $2.7M | 950k | 2.87 | |
Rapt Therapeutics Call Option (RAPT) | 0.7 | $2.7M | 300k | 8.98 | |
Geron Corporation (GERN) | 0.7 | $2.6M | 800k | 3.30 | |
Marinus Pharmaceuticals Com New (MRNS) | 0.7 | $2.6M | 285k | 9.04 | |
Altimmune Com New (ALT) | 0.7 | $2.5M | 250k | 10.18 | |
Regenxbio Inc equity us cm (RGNX) | 0.7 | $2.5M | 120k | 21.07 | |
Krystal Biotech (KRYS) | 0.7 | $2.5M | 14k | 177.93 | |
Kalvista Pharmaceuticals (KALV) | 0.7 | $2.4M | 200k | 11.86 | |
Natera (NTRA) | 0.6 | $2.3M | 25k | 91.46 | |
Olema Pharmaceuticals (OLMA) | 0.6 | $2.3M | 200k | 11.32 | |
Corbus Pharmaceuticals Hldgs Com New (CRBP) | 0.6 | $2.2M | 57k | 39.24 | |
Revance Therapeutics (RVNC) | 0.6 | $2.2M | 450k | 4.92 | |
Protagonist Therapeutics (PTGX) | 0.6 | $2.2M | 75k | 28.93 | |
Eyepoint Pharmaceuticals Com New (EYPT) | 0.5 | $1.9M | 90k | 20.67 | |
Madrigal Pharmaceuticals (MDGL) | 0.5 | $1.7M | 6.5k | 267.04 | |
Arvinas Ord (ARVN) | 0.5 | $1.7M | 40k | 41.28 | |
Astria Therapeutics (ATXS) | 0.4 | $1.6M | 115k | 14.07 | |
Larimar Therapeutics (LRMR) | 0.4 | $1.6M | 211k | 7.59 | |
Cytomx Therapeutics (CTMX) | 0.4 | $1.3M | 600k | 2.18 | |
Elevation Oncology (ELEV) | 0.4 | $1.3M | 250k | 5.13 | |
Neurogene (NGNE) | 0.4 | $1.3M | 25k | 50.90 | |
Sagimet Biosciences Com Ser A (SGMT) | 0.3 | $1.2M | 225k | 5.42 | |
Atyr Pharma Com New (ATYR) | 0.3 | $1.2M | 600k | 1.95 | |
Pmv Pharmaceuticals (PMVP) | 0.3 | $1.1M | 675k | 1.70 | |
Arrowhead Pharmaceuticals (ARWR) | 0.3 | $1.0M | 35k | 28.60 | |
Ultragenyx Pharmaceutical (RARE) | 0.3 | $934k | 20k | 46.69 | |
Uniqure Nv SHS (QURE) | 0.2 | $858k | 165k | 5.20 | |
An2 Therapeutics (ANTX) | 0.2 | $713k | 219k | 3.25 | |
Intellia Therapeutics (NTLA) | 0.2 | $688k | 25k | 27.51 |