MondegarAI
Ikarian Capital, LLC

Q1 2025 · 13F-HR

Ikarian Capital, LLCholdings as filed

Filed 2025-05-15 · accession 0001420506-25-001276

$811.5M
Reported value
160
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$179.0M22.1%320,000PUTSOLE
532457108LLYELI LILLY & CO$123.9M15.3%150,000PUTSOLE
218352102CORTCORCEPT THERAPEUTICS INC$32.9M4.05%287,900PUTSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC$24.9M3.07%485,021CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$22.7M2.79%655,400CALLSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$17.6M2.16%523,431CommonSOLE
834203309SLNOSOLENO THERAPEUTICS INC$17.4M2.14%243,000CALLSOLE
78462F103SPYSPDR S&P 500 ETF TR$14.0M1.72%25,000CommonSOLE
218352102CORTCORCEPT THERAPEUTICS INC$11.4M1.41%100,000CALLSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$10.8M1.33%169,087CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$10.1M1.24%113,904CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$9.9M1.22%245,000CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$8.9M1.09%300,000PUTSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8.5M1.05%31,594CommonSOLE
G1110E107BHVNBIOHAVEN LTD$8.4M1.03%348,200CALLSOLE
88322Q108TGTXTG THERAPEUTICS INC$8.3M1.02%210,065CommonSOLE
925050106VRNAVERONA PHARMA PLC$8.3M1.02%130,000CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$7.9M0.97%216,989CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$7.9M0.97%244,179CommonSOLE
92243G108PCVXVAXCYTE INC$7.6M0.93%200,000CommonSOLE
898202106TRUPTRUPANION INC$7.5M0.92%200,000CALLSOLE
03940C100ACLXGBXARCELLX INC$7.3M0.90%111,600PUTSOLE
834203309SLNOSOLENO THERAPEUTICS INC$7.1M0.88%100,000PUTSOLE
92764N102VIRVIR BIOTECHNOLOGY INC$6.9M0.85%1,068,062CommonSOLE
45258J102IMVTIMMUNOVANT INC$6.8M0.84%400,000PUTSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$6.7M0.82%494,949CommonSOLE
457669307INSMINSMED INC$6.5M0.80%84,800CommonSOLE
28036F105EWTXEDGEWISE THERAPEUTICS INC$6.2M0.76%280,000CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$6.1M0.75%249,649CommonSOLE
23282W605CYTKCYTOKINETICS INC$6.0M0.74%149,982CommonSOLE
29337E102ELVNENLIVEN THERAPEUTICS INC$5.7M0.70%289,538CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$5.5M0.68%145,502CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$5.4M0.66%248,940CommonSOLE
02074J501ACOGALPHA COGNITION INC$5.1M0.63%967,867CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$4.8M0.60%176,800PUTSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$4.8M0.60%100,000PUTSOLE
74366E102PTGXPROTAGONIST THERAPEUTICS INC$4.8M0.60%100,000CALLSOLE
878972108TECXTECTONIC THERAPEUTIC INC$4.8M0.59%269,090CommonSOLE
34962G208FBRXFORTE BIOSCIENCES INC$4.7M0.58%609,225CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$4.6M0.56%264,085CommonSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$4.1M0.50%113,100CALLSOLE
59267L107METSERA INC$4.1M0.50%150,000CommonSOLE
64131A105STIMNEURONETICS INC$4.0M0.50%1,100,000CommonSOLE
14070B309CAPRCAPRICOR THERAPEUTICS INC$3.8M0.47%400,000CALLSOLE
26818M108DYNDYNE THERAPEUTICS INC$3.8M0.46%358,837CommonSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$3.7M0.45%94,500CALLSOLE
61559X104MLTXMOONLAKE IMMUNOTHERAPEUTICS$3.7M0.45%94,500PUTSOLE
45337C102INCYINCYTE CORP$3.7M0.45%60,400CALLSOLE
92686J106VKTXVIKING THERAPEUTICS INC$3.6M0.45%150,000CALLSOLE
90400D108RAREULTRAGENYX PHARMACEUTICAL IN$3.6M0.45%100,000PUTSOLE
89532M101TRVITREVI THERAPEUTICS INC$3.6M0.45%575,000CommonSOLE
578784100MAZEMAZE THERAPEUTICS INC$3.6M0.44%322,740CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$3.5M0.43%129,691CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$3.5M0.43%1,025,221CommonSOLE
80706P103SRRKSCHOLAR ROCK HLDG CORP$3.2M0.40%100,000CALLSOLE
N90064101QUREUNIQURE NV$3.2M0.39%300,000CALLSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$3.1M0.39%90,837CommonSOLE
230770109CPIXCUMBERLAND PHARMACEUTICALS I$3.1M0.39%740,000CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$3.1M0.38%200,000CALLSOLE
492327101KROSKEROS THERAPEUTICS INC$2.8M0.34%274,009CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$2.7M0.34%100,000CALLSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$2.6M0.33%70,700PUTSOLE
00289Y206ABEOABEONA THERAPEUTICS INC$2.5M0.31%533,581CommonSOLE
23256X407HELPCYBIN INC$2.5M0.31%397,175CommonSOLE
451033708IBIOIBIO INC$2.4M0.30%599,913CommonSOLE
10919W405DRUGBRIGHT MINDS BIOSCIENCES INC$2.4M0.29%65,431CommonSOLE
30052C107EOLSEVOLUS INC$2.3M0.29%193,265CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$2.0M0.24%187,000CALLSOLE
75943R102RLAYRELAY THERAPEUTICS INC$1.9M0.24%743,308CommonSOLE
52886X107LXEOLEXEO THERAPEUTICS INC$1.9M0.24%550,029CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$1.9M0.23%175,000CommonSOLE
50015M109KODKODIAK SCIENCES INC$1.8M0.22%649,534CommonSOLE
687604108ORKAORUKA THERAPEUTICS INC$1.8M0.22%175,000CommonSOLE
03753U106APLSUSDAPELLIS PHARMACEUTICALS INC$1.6M0.20%75,000CommonSOLE
92539P101VERVE THERAPEUTICS INC$1.6M0.20%358,393CommonSOLE
04335A105ARVNARVINAS INC$1.6M0.20%229,900CommonSOLE
05338F306AVTXAVALO THERAPEUTICS INC$1.6M0.20%200,000CommonSOLE
03969T109ARCTARCTURUS THERAPEUTICS HLDGS$1.6M0.20%150,000CALLSOLE
415858109HROWHARROW INC$1.6M0.19%58,300CALLSOLE
92840H400VTGNVISTAGEN THERAPEUTICS INC$1.5M0.19%601,703CommonSOLE
898202106TRUPTRUPANION INC$1.5M0.18%40,000PUTSOLE
77313F106RCKTROCKET PHARMACEUTICALS INC$1.5M0.18%221,911CommonSOLE
92332V107VTYXUSDVENTYX BIOSCIENCES INC$1.4M0.17%1,217,590CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$1.3M0.16%163,363CommonSOLE
24661P807DCTHDELCATH SYS INC$1.3M0.16%100,365CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$1.3M0.16%662,200CALLSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$1.3M0.16%662,200PUTSOLE
G72800108PRTAPROTHENA CORP PLC$1.2M0.15%100,000CALLSOLE
800677106SGMOSANGAMO THERAPEUTICS INC$1.2M0.15%1,860,179CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$1.2M0.15%50,000CommonSOLE
02155H200ALTALTIMMUNE INC$1.2M0.15%240,000PUTSOLE
87918A105TDOCTELADOC HEALTH INC$1.2M0.15%150,000CommonSOLE
014442107ALECALECTOR INC$1.2M0.14%950,000CommonSOLE
68277Q105OKURONKURE THERAPEUTICS INC$1.1M0.13%253,754CommonSOLE
67080N101NUVBNUVATION BIO INC$1.1M0.13%619,258CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$1.1M0.13%338,100CALLSOLE
640268108NKTREURNEKTAR THERAPEUTICS$1.1M0.13%1,579,528CommonSOLE
89157D105TRMLTOURMALINE BIO INC$1.0M0.13%67,927CommonSOLE
4525EP101VTLUSDIMMUNIC INC$996,4450.12%914,170CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$851,4350.10%308,491CommonSOLE
83422E204SLDBSOLID BIOSCIENCES INC$851,0010.10%230,000CommonSOLE
282559103ETNBGBP89BIO INC$727,0010.09%100,000CommonSOLE
68062P106OLMAOLEMA PHARMACEUTICALS INC$721,8970.09%191,994CommonSOLE
92536C103VERUEURVERU INC$698,5090.09%1,425,239CommonSOLE
4525EP101VTLUSDIMMUNIC INC$693,0220.09%635,800CALLSOLE
528872302LXRXLEXICON PHARMACEUTICALS INC$653,3930.08%1,417,952CommonSOLE
61225M102GLUEMONTE ROSA THERAPEUTICS INC$633,7090.08%136,575CommonSOLE
171126105CHANNEL THERAPEUTICS CORPORA$626,0040.08%440,849CommonSOLE
747324101PYXSPYXIS ONCOLOGY INC$600,9270.07%613,253CommonSOLE
254604101IRONDISC MEDICINE INC$590,7160.07%11,900CALLSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$589,2870.07%42,122CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$576,2760.07%200,096CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$552,4640.07%12,519CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$544,6840.07%34,300CALLSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$521,6770.06%106,901CommonSOLE
09090D301BIOMX INC$496,2260.06%892,976CommonSOLE
55083R104LYELL IMMUNOPHARMA INC$471,3070.06%876,037CommonSOLE
46565G1045E7ITEOS THERAPEUTICS INC$469,1520.06%78,585CommonSOLE
92673K108VIGLVIGIL NEUROSCIENCE INC$445,0010.05%250,000CommonSOLE
00808Y406AEMDEURAETHLON MED INC$440,0840.05%1,229,285CommonSOLE
15102K100CELCCELCUITY INC$403,3890.05%39,900PUTSOLE
02157Q109ANROALTO NEUROSCIENCE INC$378,0010.05%175,000CommonSOLE
60255C885BRD1EURMIND MEDICINE MINDMED INC$366,7420.05%62,691CommonSOLE
88427A107THIRD HARMONIC BIO INC$347,0010.04%100,000CommonSOLE
37611X209DNAGINKGO BIOWORKS HOLDINGS INC$332,3100.04%58,300CommonSOLE
90240B106TYRATYRA BIOSCIENCES INC$325,5000.04%35,000CommonSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$323,0700.04%17,800PUTSOLE
15117B202CLDXCELLDEX THERAPEUTICS INC NEW$323,0700.04%17,800CALLSOLE
00509G209ABOSACUMEN PHARMACEUTICALS INC$292,3450.04%265,769CommonSOLE
816212302RNACCARTESIAN THERAPEUTICS INC$292,1490.04%22,166CommonSOLE
85209E109SPRUCE BIOSCIENCES INC$290,1000.04%1,000,000CommonSOLE
01671P100ALLKGUSDALLAKOS INC$266,7360.03%1,171,950CommonSOLE
374163103GERNGERON CORP$238,5000.03%150,000CommonSOLE
16385C104CHEMOMAB THERAPEUTICS LTD$232,2260.03%213,052CommonSOLE
00461U105ACRSACLARIS THERAPEUTICS INC$230,8770.03%150,900CommonSOLE
61023L207MNPRMONOPAR THERAPEUTICS INC$215,1110.03%5,908CommonSOLE
28658R106CLYMCLIMB BIO INC$213,6080.03%175,088CommonSOLE
713317105PEPGPEPGEN INC$210,7500.03%150,000CommonSOLE
034569103ANEBANEBULO PHARMACEUTICALS INC$205,0360.03%157,720CommonSOLE
92915B106VYGRVOYAGER THERAPEUTICS INC$188,4890.02%55,766CommonSOLE
28623U101ELEVATION ONCOLOGY INC$178,7920.02%690,050CommonSOLE
81728A108SNSEEURSENSEI BIOTHERAPEUTICS INC$177,2850.02%449,963CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$159,0000.02%50,000PUTSOLE
15102K100CELCCELCUITY INC$150,6390.02%14,900CALLSOLE
29970R303EVAXEVAXION BIOTECH A/S$148,0000.02%80,000CommonSOLE
76200L309RZLTREZOLUTE INC$145,1680.02%50,058CommonSOLE
55234L105LYRAGBPLYRA THERAPEUTICS INC$133,6450.02%1,058,148CommonSOLE
87164U508TOVXTHERIVA BIOLOGICS INC$132,0340.02%120,031CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$125,8300.02%58,526CommonSOLE
471871202JSPRJASPER THERAPEUTICS INC$107,9590.01%25,107CommonSOLE
48576U205KPTIKARYOPHARM THERAPEUTICS INC$101,9410.01%27,257CommonSOLE
556099109MGNXMACROGENICS INC$101,6910.01%80,071CommonSOLE
02080L102TKNOALPHA TEKNOVA INC$72,7010.01%14,008CommonSOLE
68232V884TRAWTRAWS PHARMA INC$65,5340.01%28,493CommonSOLE
43906K209HOOKHOOKIPA PHARMA INC$57,2360.01%52,996CommonSOLE
786700104SGMTSAGIMET BIOSCIENCES INC$39,0670.00%11,984CommonSOLE
05330T205AMIXAUTONOMIX MED INC$35,0010.00%20,000CommonSOLE
87166L209SYBXSYNLOGIC INC$25,3230.00%20,422CommonSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$15,4570.00%15,457CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$10,8730.00%40,270CommonSOLE

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.