MondegarAI
Ikarian Capital, LLC

Q4 2024 · 13F-HR

Ikarian Capital, LLCholdings as filed

Filed 2025-02-14 · accession 0001420506-25-000610

$735.3M
Reported value
171
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A870XBISPDR SER TR$67.5M9.19%750,000PUTSOLE
78464A870XBISPDR SER TR$63.0M8.57%700,000CALLSOLE
902494103TSNTYSON FOODS INC$36.2M4.92%630,000PUTSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$33.6M4.58%607,689CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$26.4M3.59%516,431CommonSOLE
031162100AMGNAMGEN INC$19.3M2.62%74,000CALLSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$19.2M2.61%700,000CALLSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$15.4M2.10%357,185CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$14.8M2.01%169,374CommonSOLE
34962G208FBRXFORTE BIOSCIENCES INC$13.8M1.88%609,225CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$13.6M1.85%300,000PUTSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$11.6M1.58%400,000PUTSOLE
457669307INSMINSMED INC$10.4M1.41%150,000CALLSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$9.8M1.34%81,000CALLSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$9.5M1.30%900,000CALLSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$9.0M1.23%469,949CommonSOLE
29337E102ELVNENLIVEN THERAPEUTICS INC$8.9M1.21%394,538CommonSOLE
88322Q108TGTXTG THERAPEUTICS INC$8.8M1.19%291,240CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$8.5M1.15%100,000CALLSOLE
457669307INSMINSMED INC$8.3M1.12%119,800CommonSOLE
128030202CALMCAL MAINE FOODS INC$7.7M1.05%75,000PUTSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$7.7M1.05%284,085CommonSOLE
37611X209DNAGINKGO BIOWORKS HOLDINGS INC$7.6M1.03%769,700CALLSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$7.5M1.02%178,989CommonSOLE
45258J102IMVTIMMUNOVANT INC$7.4M1.01%300,000CALLSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$7.3M0.99%349,649CommonSOLE
05338F306AVTXAVALO THERAPEUTICS INC$7.2M0.98%970,259CommonSOLE
23282W605CYTKCYTOKINETICS INC$7.1M0.96%149,982CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$6.6M0.90%280,800PUTSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$6.6M0.90%897,862CommonSOLE
878972108TECXTECTONIC THERAPEUTIC INC$6.6M0.89%142,328CommonSOLE
00773J202SYRESPYRE THERAPEUTICS INC$6.6M0.89%282,159CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$5.9M0.81%215,713CommonSOLE
50015M109KODKODIAK SCIENCES INC$5.7M0.78%576,166CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$5.6M0.77%378,363CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$5.5M0.75%199,000PUTSOLE
07725L102ONCBEIGENE LTD$5.5M0.75%29,800CALLSOLE
10919W405DRUGBRIGHT MINDS BIOSCIENCES INC$5.5M0.75%152,211CommonSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$5.3M0.72%720,300CALLSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$5.2M0.71%205,500PUTSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$5.0M0.68%361,100CALLSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$4.6M0.63%1,126,637CommonSOLE
02074J501ACOGALPHA COGNITION INC$4.5M0.61%755,867CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$4.4M0.60%102,100CALLSOLE
52635N103LENZLENZ THERAPEUTICS INC$4.3M0.59%149,502CommonSOLE
76200L309RZLTREZOLUTE INC$4.2M0.57%857,230CommonSOLE
60770K107MRNAMODERNA INC$4.2M0.57%100,000PUTSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$4.1M0.56%34,087CommonSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$4.1M0.56%300,000PUTSOLE
30052C107EOLSEVOLUS INC$4.1M0.56%373,265CommonSOLE
032724106ANABANAPTYSBIO INC$4.1M0.56%310,800PUTSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$4.1M0.56%332,390CommonSOLE
670703107NUVLNUVALENT INC$4.1M0.56%52,216CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$4.0M0.55%754,400CALLSOLE
47103J105JANXJANUX THERAPEUTICS INC$4.0M0.54%74,691CommonSOLE
925050106VRNAVERONA PHARMA PLC$3.7M0.51%80,000CommonSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$3.7M0.50%350,000PUTSOLE
23256X407HELPCYBIN INC$3.5M0.48%397,175CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$3.4M0.46%200,000CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$3.4M0.46%75,000PUTSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$3.4M0.46%175,100CALLSOLE
032724106ANABANAPTYSBIO INC$3.3M0.45%250,000CALLSOLE
52886X107LXEOLEXEO THERAPEUTICS INC$3.3M0.45%499,301CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$3.0M0.40%533,581CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$2.9M0.40%100,000CALLSOLE
75943R102RLAYRELAY THERAPEUTICS INC$2.9M0.39%693,308CommonSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$2.8M0.38%221,911CommonSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$2.7M0.37%70,000CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$2.7M0.36%500,000PUTSOLE
01626L204ALGSALIGOS THERAPEUTICS INC$2.6M0.35%64,300CommonSOLE
488445206ZVRAZEVRA THERAPEUTICS INC$2.4M0.33%292,772CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$2.4M0.33%62,052CommonSOLE
670002401NVAXNOVAVAX INC$2.4M0.33%300,000CALLSOLE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$2.4M0.33%1,092,590CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.2M0.30%100,000CALLSOLE
68277Q105OKURONKURE THERAPEUTICS INC$2.2M0.30%253,754CommonSOLE
61225M102GLUEMONTE ROSA THERAPEUTICS INC$2.2M0.29%311,575CommonSOLE
00445A100ACELYRIN INC$2.1M0.29%676,608CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$2.1M0.29%141,000CALLSOLE
415858109HROWHARROW INC$2.0M0.27%58,300CALLSOLE
14147L108CRDFCARDIFF ONCOLOGY INC$2.0M0.27%450,000CommonSOLE
800677106SGMOSANGAMO THERAPEUTICS INC$1.9M0.26%1,860,179CommonSOLE
640268108NKTREURNEKTAR THERAPEUTICS$1.9M0.26%2,029,028CommonSOLE
74365U107TARAPROTARA THERAPEUTICS INC$1.9M0.25%350,489CommonSOLE
014442107ALECALECTOR INC$1.8M0.24%950,000CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$1.7M0.23%308,491CommonSOLE
09077A106BMEABIOMEA FUSION INC$1.7M0.23%431,100PUTSOLE
00449L102698ACHILLES THERAPEUTICS PLC$1.6M0.22%1,441,141CommonSOLE
4525EP101VTLUSDIMMUNIC INC$1.6M0.22%1,614,170CommonSOLE
363225202GALTGALECTIN THERAPEUTICS INC$1.5M0.21%1,200,000CALLSOLE
363225202GALTGALECTIN THERAPEUTICS INC$1.5M0.21%1,200,000PUTSOLE
02157Q109ANROALTO NEUROSCIENCE INC$1.5M0.20%350,000CommonSOLE
451033708IBIOIBIO INC$1.5M0.20%599,913CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$1.4M0.20%53,940CommonSOLE
89157D105TRMLTOURMALINE BIO INC$1.4M0.19%67,927CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$1.4M0.18%37,519CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$1.3M0.18%325,000CommonSOLE
24661P807DCTHDELCATH SYS INC$1.2M0.16%100,365CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$1.2M0.16%300,000CALLSOLE
02155H200ALTALTIMMUNE INC$1.2M0.16%165,700PUTSOLE
02155H200ALTALTIMMUNE INC$1.2M0.16%165,700CALLSOLE
471871202JSPRJASPER THERAPEUTICS INC$1.2M0.16%55,107CommonSOLE
01671P100ALLKGUSDALLAKOS INC$1.2M0.16%971,950CommonSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$1.1M0.16%1,550,000CommonSOLE
59935V107MISTMILESTONE PHARMACEUTICALS IN$1.1M0.15%466,030CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$1.1M0.14%650,000CALLSOLE
88427A107THIRD HARMONIC BIO INC$1.0M0.14%100,000CommonSOLE
92539P101VERVE THERAPEUTICS INC$958,7480.13%169,991CommonSOLE
747324101PYXSPYXIS ONCOLOGY INC$956,6750.13%613,253CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$940,4520.13%200,096CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$934,2940.13%52,166CommonSOLE
68232V884TRAWTRAWS PHARMA INC$874,6180.12%98,493CommonSOLE
00461U105ACRSACLARIS THERAPEUTICS INC$868,0010.12%350,000CommonSOLE
92673K108VIGLVIGIL NEUROSCIENCE INC$850,0000.12%500,000CommonSOLE
90240B106TYRATYRA BIOSCIENCES INC$834,0000.11%60,000CommonSOLE
55083R104LYELL IMMUNOPHARMA INC$816,6640.11%1,276,037CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$815,0000.11%500,000PUTSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$766,9390.10%202,894CommonSOLE
03237H101AMLXAMYLYX PHARMACEUTICALS INC$760,4860.10%201,187CommonSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$718,3750.10%106,901CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$659,1160.09%34,985CommonSOLE
09090D301BIOMX INC$651,9620.09%892,976CommonSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$648,6790.09%42,122CommonSOLE
00808Y406AEMDEURAETHLON MED INC$645,0010.09%750,000CommonSOLE
4525EP101VTLUSDIMMUNIC INC$635,8000.09%635,800CALLSOLE
92536C103VERUEURVERU INC$614,8780.08%945,239CommonSOLE
21833P301CRBPCORBUS PHARMACEUTICALS HLDGS$606,8850.08%51,431CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$603,5330.08%78,585CommonSOLE
799566104SANASANA BIOTECHNOLOGY INC$594,9490.08%365,000CommonSOLE
68062P106OLMAOLEMA PHARMACEUTICALS INC$536,3240.07%91,994CommonSOLE
00509G209ABOSACUMEN PHARMACEUTICALS INC$457,1230.06%265,769CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$436,3290.06%62,691CommonSOLE
85209E109SPRUCE BIOSCIENCES INC$420,0000.06%1,000,000CommonSOLE
89422G107TVTXTRAVERE THERAPEUTICS INC$393,6920.05%22,600CommonSOLE
28623U101ELEVATION ONCOLOGY INC$388,2220.05%690,050CommonSOLE
16385C104CHEMOMAB THERAPEUTICS LTD$385,6240.05%213,052CommonSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$362,0500.05%65,000CALLSOLE
46489V302CATXPERSPECTIVE THERAPEUTICS INC$345,4760.05%108,300CommonSOLE
46489V302CATXPERSPECTIVE THERAPEUTICS INC$341,9680.05%107,200PUTSOLE
81728A108SNSEEURSENSEI BIOTHERAPEUTICS INC$318,5460.04%649,963CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$316,1940.04%55,766CommonSOLE
28658R106CLYMCLIMB BIO INC$315,1590.04%175,088CommonSOLE
05360L403ATXIAVENUE THERAPEUTICS INC$280,0000.04%140,000CommonSOLE
48576U106KPTIEURKARYOPHARM THERAPEUTICS INC$276,5390.04%408,899CommonSOLE
034569103ANEBANEBULO PHARMACEUTICALS INC$264,9710.04%157,720CommonSOLE
556099109MGNXMACROGENICS INC$260,2320.04%80,071CommonSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$228,9680.03%77,616CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$226,4960.03%58,526CommonSOLE
67080N101NUVBNUVATION BIO INC$221,8630.03%83,407CommonSOLE
55234L105LYRAGBPLYRA THERAPEUTICS INC$218,4030.03%1,058,148CommonSOLE
74907L300QUOIN PHARMACEUTICALS LTD$178,9420.02%275,000CommonSOLE
00791X100AEON BIOPHARMA INC$139,0850.02%257,563CommonSOLE
61023L207MNPRMONOPAR THERAPEUTICS INC$129,9760.02%5,908CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$114,6850.02%3,594CommonSOLE
43906K209HOOKHOOKIPA PHARMA INC$106,5220.01%52,996CommonSOLE
87978U108OVASUSDTEMPEST THERAPEUTICS INC$87,8600.01%105,285CommonSOLE
05330T205AMIXAUTONOMIX MED INC$75,2000.01%20,000CommonSOLE
86150R107STOKSTOKE THERAPEUTICS INC$74,9820.01%6,798CommonSOLE
786700104SGMTSAGIMET BIOSCIENCES INC$53,9290.01%11,984CommonSOLE
137404109CADLCANDEL THERAPEUTICS INC$31,2480.00%3,600PUTSOLE
137404109CADLCANDEL THERAPEUTICS INC$31,2480.00%3,600CALLSOLE
87166L209SYBXSYNLOGIC INC$27,9780.00%20,422CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$20,9400.00%40,270CommonSOLE
45258J102IMVTIMMUNOVANT INC$14,8620.00%600CommonSOLE
10501E300BCLIBRAINSTORM CELL THERAPEUTICS$13,6570.00%6,016CommonSOLE
137404109CADLCANDEL THERAPEUTICS INC$12,1510.00%1,400CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC$9,1920.00%8,924CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$5,3400.00%200PUTSOLE
38000Q102GLYCEURGLYCOMIMETICS INC$1,6190.00%6,501CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$2230.00%40CommonSOLE
363225202GALTGALECTIN THERAPEUTICS INC$1290.00%100CommonSOLE

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.