MondegarAI
Ikarian Capital, LLC

Q3 2024 · 13F-HR

Ikarian Capital, LLCholdings as filed

Filed 2024-11-14 · accession 0001420506-24-002562

$717.2M
Reported value
145
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A870XBISPDR SER TR$49.4M6.89%500,000PUTSOLE
031162100AMGNAMGEN INC$47.0M6.56%146,000CALLSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$46.5M6.49%100,000PUTSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$46.5M6.49%100,000CALLSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$33.9M4.73%1,030,277CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$21.8M3.04%426,913CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$16.6M2.31%365,200PUTSOLE
G1110E107BHVNBIOHAVEN LTD$16.3M2.27%325,600PUTSOLE
45258J102IMVTIMMUNOVANT INC$14.3M1.99%500,000CALLSOLE
032724106ANABANAPTYSBIO INC$13.5M1.89%404,300PUTSOLE
29337E102ELVNENLIVEN THERAPEUTICS INC$12.8M1.78%499,566CommonSOLE
032724106ANABANAPTYSBIO INC$11.7M1.63%350,000CALLSOLE
03969F109RCUSARCUS BIOSCIENCES INC$11.4M1.59%744,000CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$11.4M1.59%499,977CommonSOLE
457669307INSMINSMED INC$11.3M1.58%154,835CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$11.2M1.56%221,437CommonSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$10.4M1.45%305,500PUTSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$10.4M1.45%305,500CALLSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$9.9M1.39%179,000CommonSOLE
05338F306AVTXAVALO THERAPEUTICS INC$9.2M1.29%970,359CommonSOLE
23282W605CYTKCYTOKINETICS INC$9.0M1.25%170,147CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$8.9M1.24%302,247CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$8.3M1.16%417,850CommonSOLE
878972108TECXTECTONIC THERAPEUTIC INC$8.1M1.13%267,145CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$7.9M1.10%85,000CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$7.3M1.01%285,613CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$6.8M0.94%54,176CommonSOLE
07725L102ONCBEIGENE LTD$6.7M0.93%29,800CALLSOLE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$5.9M0.82%284,715CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$5.8M0.81%260,000CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$5.8M0.80%200,000PUTSOLE
00973Y108AKROAKERO THERAPEUTICS INC$5.7M0.80%198,900PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$5.6M0.77%110,000CALLSOLE
670703107NUVLNUVALENT INC$5.3M0.75%52,238CommonSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$5.3M0.74%400,000CALLSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$5.3M0.74%400,000PUTSOLE
02157Q109ANROALTO NEUROSCIENCE INC$5.1M0.72%450,000PUTSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$5.1M0.71%115,200CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$5.0M0.70%23,500PUTSOLE
02157Q109ANROALTO NEUROSCIENCE INC$4.9M0.69%431,000CALLSOLE
75943R102RLAYRELAY THERAPEUTICS INC$4.9M0.68%693,350CommonSOLE
52635N103LENZLENZ THERAPEUTICS INC$4.9M0.68%204,513CommonSOLE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$4.8M0.67%233,100PUTSOLE
26818M108DYNDYNE THERAPEUTICS INC$4.8M0.67%133,000PUTSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$4.6M0.64%300,000PUTSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$4.6M0.64%300,000CALLSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$4.6M0.64%300,000CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$4.5M0.63%200,000CALLSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$4.5M0.62%544,265CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$4.3M0.60%150,000CALLSOLE
76200L309RZLTREZOLUTE INC$4.3M0.60%887,230CommonSOLE
031162100AMGNAMGEN INC$4.3M0.60%13,300CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$4.2M0.59%107,187CommonSOLE
30052C107EOLSEVOLUS INC$4.2M0.58%258,279CommonSOLE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$4.1M0.58%950,000PUTSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$3.7M0.51%583,593CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$3.6M0.51%197,096CommonSOLE
747324101PYXSPYXIS ONCOLOGY INC$3.5M0.49%957,408CommonSOLE
82686Q101SLNSILENCE THERAPEUTICS PLC$3.4M0.47%587,343CommonSOLE
00445A100ACELYRIN INC$3.3M0.47%677,074CommonSOLE
23256X407HELPCYBIN INC$3.3M0.46%367,195CommonSOLE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$3.0M0.42%700,000CALLSOLE
15713L109CRVOCERVOMED INC$3.0M0.41%202,345CommonSOLE
89157D105TRMLTOURMALINE BIO INC$2.8M0.39%108,483CommonSOLE
23282W605CYTKCYTOKINETICS INC$2.8M0.39%52,300CALLSOLE
799566104SANASANA BIOTECHNOLOGY INC$2.7M0.38%650,000PUTSOLE
799566104SANASANA BIOTECHNOLOGY INC$2.7M0.38%650,000CALLSOLE
880881107430TERNS PHARMACEUTICALS INC$2.6M0.36%308,497CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2.4M0.34%8,741CommonSOLE
52886X107LXEOLEXEO THERAPEUTICS INC$2.3M0.32%257,216CommonSOLE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$2.2M0.31%107,800CALLSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$2.2M0.30%180,000CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$2.1M0.29%300,000CALLSOLE
75974E103RENEO PHARMACEUTICALS INC$1.7M0.24%1,025,668CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$1.7M0.24%113,700CALLSOLE
640268108NKTREURNEKTAR THERAPEUTICS$1.7M0.24%1,312,405CommonSOLE
61225M102GLUEMONTE ROSA THERAPEUTICS INC$1.7M0.23%311,593CommonSOLE
07725L102ONCBEIGENE LTD$1.6M0.23%88,167CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$1.6M0.23%202,100PUTSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$1.6M0.23%202,100CALLSOLE
359616109FULCFULCRUM THERAPEUTICS INC$1.5M0.21%422,800CALLSOLE
00449L102698ACHILLES THERAPEUTICS PLC$1.5M0.21%1,443,181CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$1.4M0.20%43,800CALLSOLE
363225202GALTGALECTIN THERAPEUTICS INC$1.4M0.19%500,000PUTSOLE
363225202GALTGALECTIN THERAPEUTICS INC$1.4M0.19%500,000CALLSOLE
451033708IBIOIBIO INC$1.3M0.19%600,000CommonSOLE
747324101PYXSPYXIS ONCOLOGY INC$1.3M0.18%358,600CALLSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$1.3M0.18%202,908CommonSOLE
50015M109KODKODIAK SCIENCES INC$1.2M0.17%476,586CommonSOLE
56854Q200MRNS*MARINUS PHARMACEUTICALS INC$1.2M0.17%706,154CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$1.2M0.16%100,609CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$1.2M0.16%218,300CALLSOLE
68062P106OLMAOLEMA PHARMACEUTICALS INC$1.1M0.15%92,000CommonSOLE
N44821101IFRXINFLARX NV$1.1M0.15%704,987CommonSOLE
786700104SGMTSAGIMET BIOSCIENCES INC$1.1M0.15%387,565CommonSOLE
471871202JSPRJASPER THERAPEUTICS INC$1.0M0.14%55,175CommonSOLE
46489V302CATXPERSPECTIVE THERAPEUTICS INC$1.0M0.14%77,100PUTSOLE
09090D301BIOMX INC$910,8600.13%893,000CommonSOLE
24661P807DCTHDELCATH SYS INC$906,3400.13%100,370CommonSOLE
28658R106CLYMELIEM THERAPEUTICS INC$891,2580.12%175,100CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$889,5460.12%274,551CommonSOLE
N71542109PRQRPROQR THRAPEUTICS N V$880,1210.12%483,583CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$841,3520.12%52,193CommonSOLE
49372L100KEZAR LIFE SCIENCES INC$826,5440.12%1,068,992CommonSOLE
92539P101VERVE THERAPEUTICS INC$822,8000.11%170,000CommonSOLE
4525EP101VTLUSDIMMUNIC INC$814,2680.11%493,496CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$802,2410.11%78,574CommonSOLE
008064107AEROVATE THERAPEUTICS INC$769,0460.11%367,965CommonSOLE
92536C103VERUEURVERU INC$727,7670.10%946,382CommonSOLE
55083R104LYELL IMMUNOPHARMA INC$725,9710.10%526,066CommonSOLE
59935V107MISTMILESTONE PHARMACEUTICALS IN$708,3490.10%466,019CommonSOLE
00509G209ABOSACUMEN PHARMACEUTICALS INC$660,7590.09%266,435CommonSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$659,6460.09%42,123CommonSOLE
01671P100ALLKGUSDALLAKOS INC$635,3520.09%972,675CommonSOLE
N44445109IMTXIMMATICS N.V$563,8250.08%49,415CommonSOLE
09077A106BMEABIOMEA FUSION INC$535,3000.07%53,000PUTSOLE
B6S7WD106NYXHNYXOAH S A$484,1750.07%50,699CommonSOLE
N62509109NAMSNEWAMSTERDAM PHARMA COMPANY$483,0600.07%29,100CALLSOLE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$419,9700.06%192,647CommonSOLE
28623U101ELEVATION ONCOLOGY INC$413,9840.06%690,089CommonSOLE
81728A108SNSEEURSENSEI BIOTHERAPEUTICS INC$388,7000.05%650,000CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$383,3580.05%58,528CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$355,5160.05%62,481CommonSOLE
48576U106KPTIEURKARYOPHARM THERAPEUTICS INC$339,7640.05%409,355CommonSOLE
16385C104CHEMOMAB THERAPEUTICS LTD$335,0250.05%213,392CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$326,7630.05%55,857CommonSOLE
75382E109RAPT THERAPEUTICS INC$310,7960.04%154,625CommonSOLE
034569103ANEBANEBULO PHARMACEUTICALS INC$304,6750.04%157,862CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$293,7000.04%5,000CALLSOLE
74365U107TARAPROTARA THERAPEUTICS INC$284,9530.04%155,712CommonSOLE
55234L105LYRAGBPLYRA THERAPEUTICS INC$271,6060.04%1,056,829CommonSOLE
00791X100AEON BIOPHARMA INC$270,8760.04%257,977CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$267,7500.04%75,000CommonSOLE
556099109MGNXMACROGENICS INC$263,4600.04%80,079CommonSOLE
43906K209HOOKHOOKIPA PHARMA INC$228,2270.03%53,076CommonSOLE
G72800108PRTAPROTHENA CORP PLC$197,4140.03%11,800CALLSOLE
G72800108PRTAPROTHENA CORP PLC$197,4140.03%11,800PUTSOLE
67080N101NUVBNUVATION BIO INC$190,7160.03%83,282CommonSOLE
87978U108OVASUSDTEMPEST THERAPEUTICS INC$147,8400.02%105,600CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$130,7950.02%40,369CommonSOLE
86150R107STOKSTOKE THERAPEUTICS INC$83,7680.01%6,816CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$81,3960.01%22,800PUTSOLE
87166L209SYBXSYNLOGIC INC$30,4680.00%20,448CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC$10,5290.00%8,924CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$4210.00%39CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.