The Analysis of Cormorant Asset Management, LP's Holdings
Currently, Cormorant Asset Management, LP holds 37 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BBOT (+17.9M shares, valued at $207.0M), ORKA (+533.3K shares, valued at $10.3M), MBX (+525.0K shares, valued at $9.2M); decreased their positions in MLTX (-6.5M shares, valued at $46.6M), PRAX (-625.0K shares, valued at $33.1M), JANX (-650.0K shares, valued at $15.9M); initiated new positions in BBOT (+17.9M shares, valued at $207.0M), ORKA (+533.3K shares, valued at $10.3M), AMLX (+500.0K shares, valued at $6.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BBOT BRIDGEBIO ONCOLOGY THERAPEUT17.9M sharesnew addition2025-09-302025-11-14
ABVX ABIVAX SA1.9M shares-8.45%2025-09-302025-11-14 EYPT EYEPOINT PHARMACEUTICALS INC8.3M shares-0.72%2025-12-042025-12-08 RAPP RAPPORT THERAPEUTICS INC3.2M shares8.56%2025-09-302025-11-14 DRUG BRIGHT MINDS BIOSCIENCES INC1.1M shares0.00%2026-01-312026-02-06 BBIO BRIDGEBIO PHARMA INC1.4M shares-12.50%2025-09-302025-11-14 EWTX EDGEWISE THERAPEUTICS INC4.0M shares-5.69%2025-09-302025-11-14 ACLX ARCELLX INC775.0K shares-3.13%2025-09-302025-11-14 INSM INSMED INC430.0K shares-20.37%2025-09-302025-11-14 NAMS NEWAMSTERDAM PHARMA COMPANY2.2M shares0.00%2025-09-302025-11-14 PRAX PRAXIS PRECISION MEDICINES I1.0M shares-38.46%2025-09-302025-11-14 CNTA CENTESSA PHARMACEUTICALS PLC1.9M shares-7.74%2025-09-302025-11-14 PHVS PHARVARIS N V1.4M shares-6.29%2025-09-302025-11-14 GHRS GH RESEARCH PLC1.9M shares-4.63%2025-09-302025-11-14 CGON CG ONCOLOGY INC625.0K shares0.00%2025-09-302025-11-14 CRBP CORBUS PHARMACEUTICALS HLDGS2.3M shares-1.26%2025-12-112025-12-15 KRRO KORRO BIO INC465.0K shares0.00%2025-09-302025-11-14 MBX MBX BIOSCIENCES INC1.2M shares75.00%2025-09-302025-11-14 MTSR METSERA INC400.0K shares0.00%2025-09-302025-11-14 JANX JANUX THERAPEUTICS INC850.0K shares-43.33%2025-09-302025-11-14 TARS TARSUS PHARMACEUTICALS INC300.0K shares0.00%2025-09-302025-11-14 CRNX CRINETICS PHARMACEUTICALS IN400.0K shares0.00%2025-09-302025-11-14 ENGN ENGENE HOLDINGS INC2.3M shares0.00%2025-09-302025-11-14 ARQT ARCUTIS BIOTHERAPEUTICS INC775.0K shares-22.50%2025-09-302025-11-14 MLTX MOONLAKE IMMUNOTHERAPEUTICS2.0M shares-76.52%2025-09-302025-11-14 RNA AVIDITY BIOSCIENCES INC300.0K shares50.00%2025-09-302025-11-14 BIOA BIOAGE LABS INC2.1M shares0.00%2025-09-302025-11-14 AXSM AXSOME THERAPEUTICS INC100.0K shares0.00%2025-09-302025-11-14 CABA CABALETTA BIO INC5.0M shares0.00%2025-09-302025-11-14 ORKA ORUKA THERAPEUTICS INC533.3K sharesnew addition2025-09-302025-11-14 ALMS ALUMIS INC2.1M shares0.00%2025-09-302025-11-14 BMEA BIOMEA FUSION INC3.6M shares0.00%2025-09-302025-11-14 AMLX AMYLYX PHARMACEUTICALS INC500.0K sharesnew addition2025-09-302025-11-14 PCVX VAXCYTE INC175.0K shares0.00%2025-09-302025-11-14 ELVN ENLIVEN THERAPEUTICS INC200.0K shares0.00%2025-09-302025-11-14 IBIO 2.2M sharesnew addition2025-09-302025-11-14 BHVN BIOHAVEN LTD10.0K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available