Lion Point Capital, LP 13F Holdings

CIK 0001643354 · NEW YORK, NY

As of Sep 30, 2025, Lion Point Capital, LP reported 27 positions worth 7.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MINERALYS THERAPEUTICS INCMLYSHealthcare39,000 .5M8.40%
MILESTONE PHARMACEUTICALS INMIST—658,553 .3M7.48%
FENNEC PHARMACEUTICALS INCFENCHealthcare123,000 .2M6.54%
JASPER THERAPEUTICS INCJSPRHealthcare398,558$948.6K5.39%
AVADEL PHARMACEUTICALS PLCAVDLHealthcare59,700$911.6K5.18%
KINIKSA PHARMACEUTICALS INTERNATIONAL PLCKNSAHealthcare23,400$908.6K5.16%
INSMED INCINSMHealthcare6,250$900.1K5.11%
ARDELYX INCARDXHealthcare162,750$896.8K5.09%
BENITEC BIOPHARMA INCBNTCHealthcare62,000$869.9K4.94%
SYNDAX PHARMACEUTICALS INCSNDXHealthcare55,000$846.2K4.81%
ROYALTY PHARMA PLCRPRXHealthcare21,400$755.0K4.29%
DISC MEDICINE INCIRONHealthcare10,600$700.4K3.98%
BRIDGEBIO PHARMA INCBBIOHealthcare13,300$690.8K3.92%
GERON CORPGERNHealthcare500,000$685.0K3.89%
ARCUTIS BIOTHERAPEUTICS INCARQTHealthcare35,300$665.4K3.78%
REGENXBIO INCRGNXHealthcare57,750$557.3K3.17%
SERES THERAPEUTICS INCMCRBHealthcare27,138$522.1K2.97%
MOONLAKE IMMUNOTHERAPEUTICSMLTXHealthcare67,500$484.0K2.75%
KURA ONCOLOGY INCKURAHealthcare46,000$407.1K2.31%
BIOHAVEN LTDBHVNHealthcare22,700$340.7K1.94%
COMPASS PATHWAYS PLCCMPSHealthcare58,000$332.3K1.89%
PRAXIS PRECISION MEDICINES INCPRAXHealthcare5,700$302.1K1.72%
DAY ONE BIOPHARMACEUTICALS INCDAWNHealthcare42,000$296.1K1.68%
ROCKET PHARMACEUTICALS INCRCKTHealthcare86,000$280.4K1.59%
MERSANA THERAPEUMRSNHealthcare25,760 99.9K1.14%