Lion Point Capital as of March 31, 2025
Portfolio Holdings for Lion Point Capital
Lion Point Capital holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insmed Com Par $.01 (INSM) | 14.8 | $2.3M | 31k | 76.29 | |
| Ardelyx (ARDX) | 10.5 | $1.6M | 335k | 4.91 | |
| Mineralys Therapeutics (MLYS) | 8.0 | $1.3M | 79k | 15.88 | |
| Fennec Pharmaceuticals (FENC) | 7.6 | $1.2M | 196k | 6.09 | |
| Kiniksa Pharmaceuticals Ord Shs Cl A (KNSA) | 6.5 | $1.0M | 46k | 22.21 | |
| Bridgebio Pharma (BBIO) | 5.7 | $899k | 26k | 34.57 | |
| Benitec Biopharma Com New (BNTC) | 5.1 | $807k | 62k | 13.01 | |
| Geron Corporation (GERN) | 5.1 | $795k | 500k | 1.59 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 4.9 | $773k | 99k | 7.83 | |
| Arcutis Biotherapeutics (ARQT) | 4.6 | $724k | 46k | 15.64 | |
| Syndax Pharmaceuticals (SNDX) | 4.3 | $676k | 55k | 12.29 | |
| Jasper Therapeutics Com New (JSPR) | 4.0 | $630k | 147k | 4.30 | |
| Biohaven (BHVN) | 3.5 | $546k | 23k | 24.04 | |
| Disc Medicine (IRON) | 3.4 | $526k | 11k | 49.64 | |
| Milestone Pharmaceuticals (MIST) | 2.8 | $439k | 549k | 0.80 | |
| Regenxbio Inc equity us cm (RGNX) | 2.6 | $413k | 58k | 7.15 | |
| Bluebird Bio Com New | 2.5 | $385k | 79k | 4.88 | |
| Seres Therapeutics | 1.5 | $239k | 341k | 0.70 | |
| Mersana Therapeutics | 1.4 | $222k | 644k | 0.34 | |
| Humacyte (HUMA) | 0.9 | $142k | 84k | 1.71 | |
| Spruce Biosciences (SPRB) | 0.1 | $22k | 75k | 0.29 |
