Lion Point Capital as of June 30, 2025
Portfolio Holdings for Lion Point Capital
Lion Point Capital holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fennec Pharmaceuticals (FENC) | 11.0 | $1.6M | 196k | 8.30 | |
| Ardelyx (ARDX) | 8.9 | $1.3M | 335k | 3.92 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 8.6 | $1.3M | 46k | 27.67 | |
| Bridgebio Pharma (BBIO) | 7.6 | $1.1M | 26k | 43.18 | |
| Insmed Com Par $.01 (INSM) | 7.3 | $1.1M | 11k | 100.64 | |
| Mineralys Therapeutics (MLYS) | 7.3 | $1.1M | 79k | 13.53 | |
| Milestone Pharmaceuticals (MIST) | 7.2 | $1.1M | 549k | 1.94 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 5.9 | $874k | 99k | 8.85 | |
| Jasper Therapeutics Com New (JSPR) | 5.5 | $813k | 147k | 5.55 | |
| Benitec Biopharma Com New (BNTC) | 4.9 | $725k | 62k | 11.70 | |
| Geron Corporation (GERN) | 4.8 | $705k | 500k | 1.41 | |
| Arcutis Biotherapeutics (ARQT) | 4.4 | $649k | 46k | 14.02 | |
| Disc Medicine (IRON) | 3.8 | $561k | 11k | 52.96 | |
| Syndax Pharmaceuticals (SNDX) | 3.5 | $515k | 55k | 9.37 | |
| Regenxbio Inc equity us cm (RGNX) | 3.2 | $474k | 58k | 8.21 | |
| Biohaven (BHVN) | 2.2 | $320k | 23k | 14.11 | |
| Mersana Therapeutics | 1.3 | $191k | 644k | 0.30 | |
| Seres Therapeutics (MCRB) | 1.3 | $189k | 17k | 11.11 | |
| Humacyte (HUMA) | 1.2 | $175k | 84k | 2.09 |
