Lion Point Capital as of Sept. 30, 2025
Portfolio Holdings for Lion Point Capital
Lion Point Capital holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mineralys Therapeutics (MLYS) | 8.4 | $1.5M | 39k | 37.92 | |
| Milestone Pharmaceuticals (MIST) | 7.5 | $1.3M | 659k | 2.00 | |
| Fennec Pharmaceuticals (FENC) | 6.5 | $1.2M | 123k | 9.36 | |
| Jasper Therapeutics Com New (JSPR) | 5.4 | $949k | 399k | 2.38 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 5.2 | $912k | 60k | 15.27 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 5.2 | $909k | 23k | 38.83 | |
| Insmed Com Par $.01 (INSM) | 5.1 | $900k | 6.3k | 144.01 | |
| Ardelyx (ARDX) | 5.1 | $897k | 163k | 5.51 | |
| Benitec Biopharma Com New (BNTC) | 4.9 | $870k | 62k | 14.03 | |
| Syndax Pharmaceuticals (SNDX) | 4.8 | $846k | 55k | 15.38 | |
| Royalty Pharma Shs Class A (RPRX) | 4.3 | $755k | 21k | 35.28 | |
| Disc Medicine (IRON) | 4.0 | $700k | 11k | 66.08 | |
| Bridgebio Pharma (BBIO) | 3.9 | $691k | 13k | 51.94 | |
| Geron Corporation (GERN) | 3.9 | $685k | 500k | 1.37 | |
| Arcutis Biotherapeutics (ARQT) | 3.8 | $665k | 35k | 18.85 | |
| Regenxbio Inc equity us cm (RGNX) | 3.2 | $557k | 58k | 9.65 | |
| Seres Therapeutics Com New (MCRB) | 3.0 | $522k | 27k | 19.24 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 2.7 | $484k | 68k | 7.17 | |
| Kura Oncology (KURA) | 2.3 | $407k | 46k | 8.85 | |
| Biohaven (BHVN) | 1.9 | $341k | 23k | 15.01 | |
| Compass Pathways Sponsored Ads (CMPS) | 1.9 | $332k | 58k | 5.73 | |
| Praxis Precision Medicines I Com New (PRAX) | 1.7 | $302k | 5.7k | 53.00 | |
| Day One Biopharmaceuticals I (DAWN) | 1.7 | $296k | 42k | 7.05 | |
| Rocket Pharmaceuticals (RCKT) | 1.6 | $280k | 86k | 3.26 | |
| Mersana Therapeutics (MRSN) | 1.1 | $200k | 26k | 7.76 | |
| Humacyte (HUMA) | 0.8 | $145k | 84k | 1.74 | |
| Spruce Biosciences Com New | 0.1 | $9.0k | 1.0k | 8.95 |
