The Analysis of Ikarian Capital, LLC's Holdings

Currently, Ikarian Capital, LLC holds 118 types of securities in its portfolio with a total value $505.8M. In the most recent quarter, they have increased their positions in GMAB (+175.0K shares, valued at $53.0M), ABVX (+396.1K shares, valued at $33.4M), IONS (+415.2K shares, valued at $27.2M); decreased their positions in INSM (-150.0K shares, valued at $21.6M), CDTX (-186.8K shares, valued at $17.9M), COGT (-1.0M shares, valued at $14.7M); initiated new positions in GMAB (+175.0K shares, valued at $53.0M), ABVX (+396.1K shares, valued at $33.4M), IONS (+415.2K shares, valued at $27.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GMAB GENMAB A/S175.0K sharesnew addition2025-09-302025-11-14

ABVX ABIVAX SA396.1K sharesnew addition2025-09-302025-11-14

IONS IONIS PHARMACEUTICALS INC415.2K sharesnew addition2025-09-302025-11-14

CDTX CIDARA THERAPEUTICS INC277.7K shares-40.21%2025-09-302025-11-14

MAZE MAZE THERAPEUTICS INC740.8K shares181.96%2025-09-302025-11-14

PTCT PTC THERAPEUTICS INC280.6K sharesnew addition2025-09-302025-11-14

RAPT RAPT THERAPEUTICS INC615.0K sharesnew addition2025-09-302025-11-14

DNTH DIANTHUS THERAPEUTICS INC346.0K sharesnew addition2025-09-302025-11-14

Sponsored

CYTK CYTOKINETICS INC222.7K shares-4.62%2025-09-302025-11-14

FULC FULCRUM THERAPEUTICS INC1.3M shares200.85%2025-09-302025-11-14

PCVX VAXCYTE INC311.7K shares2.19%2025-09-302025-11-14

CTMX CYTOMX THERAPEUTICS INC3.4M sharesnew addition2025-09-302025-11-14

JAZZ JAZZ PHARMACEUTICALS PLC77.8K shares94.50%2025-09-302025-11-14

APLS APELLIS PHARMACEUTICALS INC451.9K shares502.54%2025-09-302025-11-14

CGON CG ONCOLOGY INC249.5K shares60.95%2025-09-302025-11-14

TENX TENAX THERAPEUTICS INC967.6K shares0.00%2025-11-302025-12-05

Sponsored

AKRO AKERO THERAPEUTICS INC206.9K shares-5.98%2025-09-302025-11-14

ZURA ZURA BIO LTD2.1M sharesnew addition2025-09-302025-11-14

GLTO 285.7K sharesnew addition2025-11-302025-12-05

KOD KODIAK SCIENCES INC413.8K shares-30.97%2025-09-302025-11-14

TGTX TG THERAPEUTICS INC175.0K shares-16.66%2025-09-302025-11-14

ACOG ALPHA COGNITION INC946.3K shares3.09%2025-09-302025-11-14

CRNX CRINETICS PHARMACEUTICALS IN130.9K shares-69.80%2025-09-302025-11-14

VRDN VIRIDIAN THERAPEUTICS INC245.5K shares-47.76%2025-09-302025-11-14

Sponsored

PHVS PHARVARIS N V210.2K sharesnew addition2025-09-302025-11-14

SNDX SYNDAX PHARMACEUTICALS INC333.7K sharesnew addition2025-09-302025-11-14

AGIO AGIOS PHARMACEUTICALS INC127.0K sharesnew addition2025-09-302025-11-14

DCTH DELCATH SYS INC431.3K shares33.77%2025-09-302025-11-14

GPCR STRUCTURE THERAPEUTICS INC163.2K shares-10.84%2025-09-302025-11-14

TVTX TRAVERE THERAPEUTICS INC190.8K sharesnew addition2025-09-302025-11-14

FBRX FORTE BIOSCIENCES INC300.0K shares-37.03%2025-09-302025-11-14

TARS TARSUS PHARMACEUTICALS INC73.6K shares-62.54%2025-09-302025-11-14

Sponsored

KRYS KRYSTAL BIOTECH INC24.4K sharesnew addition2025-09-302025-11-14

ARGX ARGENX SE5.9K sharesnew addition2025-09-302025-11-14

VTYX VENTYX BIOSCIENCES INC1.3M shares35.35%2025-09-302025-11-14

PVLA PALVELLA THERAPEUTICS INC NE64.7K sharesnew addition2025-09-302025-11-14

SLNO SOLENO THERAPEUTICS INC55.9K sharesnew addition2025-09-302025-11-14

LXEO LEXEO THERAPEUTICS INC567.6K shares3.19%2025-09-302025-11-14

LABD DIREXION SHS ETF TR92.0K sharesnew addition2025-09-302025-11-14

RLMD RELMADA THERAPEUTICS INC1.8M shares4476.76%2025-09-302025-11-14

Sponsored

QURE UNIQURE NV58.6K shares-51.15%2025-09-302025-11-14

VIR VIR BIOTECHNOLOGY INC593.4K shares-44.44%2025-09-302025-11-14

MLTX MOONLAKE IMMUNOTHERAPEUTICS435.8K sharesnew addition2025-09-302025-11-14

NAMS NEWAMSTERDAM PHARMA COMPANY106.8K shares-48.36%2025-09-302025-11-14

UPB UPSTREAM BIO INC161.1K sharesnew addition2025-09-302025-11-14

GUTS FRACTYL HEALTH INC1.8M sharesnew addition2025-09-302025-11-14

BBOT BRIDGEBIO ONCOLOGY THERAPEUT245.2K sharesnew addition2025-09-302025-11-14

BBIO BRIDGEBIO PHARMA INC52.0K sharesnew addition2025-09-302025-11-14

Sponsored

PEPG PEPGEN INC536.0K shares257.31%2025-09-302025-11-14

STIM NEURONETICS INC905.7K shares-17.64%2025-09-302025-11-14

RLAY RELAY THERAPEUTICS INC467.4K shares-37.12%2025-09-302025-11-14

ADMA ADMA BIOLOGICS INC159.9K sharesnew addition2025-09-302025-11-14

CPRX CATALYST PHARMACEUTICALS INC116.4K shares-44.48%2025-09-302025-11-14

IVVD INVIVYD INC2.1M sharesnew addition2025-09-302025-11-14

ALEC ALECTOR INC760.0K shares-15.56%2025-09-302025-11-14

VTGN VISTAGEN THERAPEUTICS INC620.9K shares3.19%2025-09-302025-11-14

Sponsored

AVTX AVALO THERAPEUTICS INC159.8K shares352.63%2025-09-302025-11-14

INSM INSMED INC13.8K shares-91.60%2025-09-302025-11-14

ARVN ARVINAS INC226.3K shares-73.38%2025-09-302025-11-14

CAPR CAPRICOR THERAPEUTICS INC264.6K sharesnew addition2025-09-302025-11-14

PRQR PROQR THRAPEUTICS N V892.2K shares2.78%2025-09-302025-11-14

PTHS PELTHOS THERAPEUTICS INC62.5K sharesnew addition2025-09-302025-11-14

CPIX CUMBERLAND PHARMACEUTICALS I555.9K shares-6.71%2025-09-302025-11-14

PRAX PRAXIS PRECISION MEDICINES I28.6K shares-89.68%2025-09-302025-11-14

Sponsored

QNRX 211.5K shares0.00%2026-01-312026-02-06

ANAB ANAPTYSBIO INC48.4K shares209.09%2025-09-302025-11-14

DYN DYNE THERAPEUTICS INC113.8K shares-68.71%2025-09-302025-11-14

OVID OVID THERAPEUTICS INC1.1M sharesnew addition2025-09-302025-11-14

JANX JANUX THERAPEUTICS INC54.7K shares-57.83%2025-09-302025-11-14

SLN SILENCE THERAPEUTICS PLC900.8K shares3.12%2025-09-302025-11-14

ZYME ZYMEWORKS INC72.8K shares191.15%2025-09-302025-11-14

TERN TERNS PHARMACEUTICALS INC164.2K shares180.73%2025-09-302025-11-14

Sponsored

SLDB SOLID BIOSCIENCES INC176.7K sharesnew addition2025-09-302025-11-14

IFRX INFLARX NV722.1K shares2.42%2025-09-302025-11-14

DRUG BRIGHT MINDS BIOSCIENCES INC15.4K shares-76.42%2025-09-302025-11-14

SGMO SANGAMO THERAPEUTICS INC1.3M shares2.74%2025-09-302025-11-14

MBX MBX BIOSCIENCES INC48.1K sharesnew addition2025-09-302025-11-14

PRME PRIME MEDICINE INC150.0K sharesnew addition2025-09-302025-11-14

CYBN CYBIN INC140.5K shares0.00%2025-09-302025-11-14

IMUX IMMUNIC INC914.2K shares0.00%2025-09-302025-11-14

Sponsored

MNMD MIND MEDICINE MINDMED INC62.7K shares0.00%2025-09-302025-11-14

LYEL LYELL IMMUNOPHARMA INC43.8K shares0.00%2025-09-302025-11-14

WVE WAVE LIFE SCIENCES LTD96.0K shares-40.45%2025-09-302025-11-14

SONN SONNET BIOTHERAPEUTC HLDNG I150.0K sharesnew addition2025-09-302025-11-14

IOBT IO BIOTECH INC1.5M sharesnew addition2025-09-302025-11-14

VERU VERU INC142.5K sharesnew addition2025-09-302025-11-14

IBIO IBIO INC617.3K shares2.90%2025-09-302025-11-14

EQ EQUILLIUM INC332.3K sharesnew addition2025-09-302025-11-14

Sponsored

ABOS ACUMEN PHARMACEUTICALS INC265.8K shares0.00%2025-09-302025-11-14

ANRO ALTO NEUROSCIENCE INC110.0K shares0.00%2025-09-302025-11-14

IMTX IMMATICS N.V49.4K shares0.00%2025-09-302025-11-14

KZR KEZAR LIFE SCIENCES INC106.9K shares0.00%2025-09-302025-11-14

ANEB ANEBULO PHARMACEUTICALS INC157.7K shares0.00%2025-09-302025-11-14

EVAX EVAXION AS80.0K shares0.00%2025-09-302025-11-14

VKTX VIKING THERAPEUTICS INC10.0K shares-90.00%2025-09-302025-11-14

VYGR VOYAGER THERAPEUTICS INC55.8K shares0.00%2025-09-302025-11-14

Sponsored

LXRX LEXICON PHARMACEUTICALS INC176.5K shares0.00%2025-09-302025-11-14

NYXH NYXOAH S A50.6K shares0.00%2025-09-302025-11-14

RNAC CARTESIAN THERAPEUTICS INC22.2K shares0.00%2025-09-302025-11-14

SNSE SENSEI BIOTHERAPEUTICS INC22.5K shares0.00%2025-09-302025-11-14

PHGE BIOMX INC393.0K shares-55.99%2025-09-302025-11-14

ARCT ARCTURUS THERAPEUTICS HLDGS10.7K shares-93.87%2025-09-302025-11-14

KPTI KARYOPHARM THERAPEUTICS INC27.3K shares0.00%2025-09-302025-11-14

COGT COGENT BIOSCIENCES INC11.3K shares-98.91%2025-09-302025-11-14

Sponsored

AIRS AIRSCULPT TECHNOLOGIES INC18.0K shares0.00%2025-09-302025-11-14

CMMB CHEMOMAB THERAPEUTICS LTD53.3K sharesnew addition2025-09-302025-11-14

LYRA LYRA THERAPEUTICS INC21.2K shares0.00%2025-09-302025-11-14

PMVP PMV PHARMACEUTICALS INC97.5K sharesnew addition2025-09-302025-11-14

MGNX MACROGENICS INC80.1K shares0.00%2025-09-302025-11-14

SPRB SPRUCE BIOSCIENCES INC13.3K sharesnew addition2025-09-302025-11-14

AETHLON MED INC AETHLON MED INC153.7K shares0.00%2025-09-302025-11-14

VYNE VYNE THERAPEUTICS INC290.0K shares0.00%2025-09-302025-11-14

Sponsored

JSPR JASPER THERAPEUTICS INC25.1K shares0.00%2025-09-302025-11-14

TRAW TRAWS PHARMA INC28.5K shares0.00%2025-09-302025-11-14

TOVX THERIVA BIOLOGICS INC120.0K shares0.00%2025-09-302025-11-14

SYBX SYNLOGIC INC20.4K shares0.00%2025-09-302025-11-14

NMRA NEUMORA THERAPEUTICS INC.12.5K shares0.00%2025-09-302025-11-14

AMIX AUTONOMIX MED INC20.0K shares0.00%2025-09-302025-11-14

Call Option Holdings

UNIQURE NV Call CallUNIQURE NV535.6K shares-33.05%2025-09-302025-11-14

SRRK Call CallSCHOLAR ROCK HLDG CORP561.6K shares461.60%2025-09-302025-11-14

INSM Call CallINSMED INC100.0K sharesnew addition2025-09-302025-11-14

HROW Call CallHARROW INC289.7K sharesnew addition2025-09-302025-11-14

PTCT Call CallPTC THERAPEUTICS INC213.0K sharesnew addition2025-09-302025-11-14

BIOHAVEN LTD Call CallBIOHAVEN LTD796.4K shares165.47%2025-09-302025-11-14

SLNO Call CallSOLENO THERAPEUTICS INC176.1K shares-11.95%2025-09-302025-11-14

CRNX Call CallCRINETICS PHARMACEUTICALS IN257.7K sharesnew addition2025-09-302025-11-14

JAZZ PHARMACEUTICALS PLC Call CallJAZZ PHARMACEUTICALS PLC70.7K sharesnew addition2025-09-302025-11-14

NVO Call CallNOVO-NORDISK A S150.0K sharesnew addition2025-09-302025-11-14

APLS Call CallAPELLIS PHARMACEUTICALS INC358.0K sharesnew addition2025-09-302025-11-14

CNTA Call CallCENTESSA PHARMACEUTICALS PLC307.7K shares53.85%2025-09-302025-11-14

CYTK Call CallCYTOKINETICS INC110.9K shares-26.07%2025-09-302025-11-14

AGIO Call CallAGIOS PHARMACEUTICALS INC150.0K sharesnew addition2025-09-302025-11-14

SPRY Call CallARS PHARMACEUTICALS INC562.4K sharesnew addition2025-09-302025-11-14

PRAX Call CallPRAXIS PRECISION MEDICINES I100.0K shares-58.75%2025-09-302025-11-14

TVTX Call CallTRAVERE THERAPEUTICS INC214.5K sharesnew addition2025-09-302025-11-14

ANAB Call CallANAPTYSBIO INC161.1K sharesnew addition2025-09-302025-11-14

KALV Call CallKALVISTA PHARMACEUTICALS INC400.0K shares0.00%2025-09-302025-11-14

LQDA Call CallLIQUIDIA CORPORATION200.0K sharesnew addition2025-09-302025-11-14

RAPT Call CallRAPT THERAPEUTICS INC175.0K sharesnew addition2025-09-302025-11-14

MTSR Call CallMETSERA INC86.0K sharesnew addition2025-09-302025-11-14

RVMD Call CallREVOLUTION MEDICINES INC95.0K sharesnew addition2025-09-302025-11-14

MLTX Call CallMOONLAKE IMMUNOTHERAPEUTICS612.2K shares547.83%2025-09-302025-11-14

ARCT Call CallARCTURUS THERAPEUTICS HLDGS227.2K sharesnew addition2025-09-302025-11-14

TEVA Call CallTEVA PHARMACEUTICAL INDS LTD200.0K shares0.00%2025-09-302025-11-14

ALT Call CallALTIMMUNE INC1.0M shares20.85%2025-09-302025-11-14

MBX Call CallMBX BIOSCIENCES INC200.0K sharesnew addition2025-09-302025-11-14

SLDB Call CallSOLID BIOSCIENCES INC468.0K sharesnew addition2025-09-302025-11-14

SRPT Call CallSAREPTA THERAPEUTICS INC137.0K shares-58.75%2025-09-302025-11-14

CMPS Call CallCOMPASS PATHWAYS PLC400.0K sharesnew addition2025-09-302025-11-14

AKRO Call CallAKERO THERAPEUTICS INC41.6K shares-6.31%2025-09-302025-11-14

LRMR Call CallLARIMAR THERAPEUTICS INC548.4K sharesnew addition2025-09-302025-11-14

PRME Call CallPRIME MEDICINE INC250.0K sharesnew addition2025-09-302025-11-14

UTHR Call CallUNITED THERAPEUTICS CORP DEL2.3K sharesnew addition2025-09-302025-11-14

IONS Call CallIONIS PHARMACEUTICALS INC13.3K sharesnew addition2025-09-302025-11-14

TVRD Call CallTVARDI THERAPEUTICS INC19.0K sharesnew addition2025-09-302025-11-14

CAPR Call CallCAPRICOR THERAPEUTICS INC100.0K shares-85.71%2025-09-302025-11-14

CRBP Call CallCORBUS PHARMACEUTICALS HLDGS54.8K sharesnew addition2025-09-302025-11-14

PCVX Call CallVAXCYTE INC7.0K shares1.45%2025-09-302025-11-14

Put Option Holdings

UTHR Put PutUNITED THERAPEUTICS CORP DEL209.8K sharesnew addition2025-09-302025-11-14

XBI Put PutSPDR SERIES TRUST750.0K sharesnew addition2025-09-302025-11-14

BMY Put PutBRISTOL-MYERS SQUIBB CO800.0K sharesnew addition2025-09-302025-11-14

INSM Put PutINSMED INC100.0K sharesnew addition2025-09-302025-11-14

ANAB Put PutANAPTYSBIO INC161.1K sharesnew addition2025-09-302025-11-14

MTSR Put PutMETSERA INC86.0K sharesnew addition2025-09-302025-11-14

SRRK Put PutSCHOLAR ROCK HLDG CORP96.2K sharesnew addition2025-09-302025-11-14

MBX Put PutMBX BIOSCIENCES INC200.0K sharesnew addition2025-09-302025-11-14

SLNO Put PutSOLENO THERAPEUTICS INC50.0K shares-75.00%2025-09-302025-11-14

MLTX Put PutMOONLAKE IMMUNOTHERAPEUTICS450.0K shares131.36%2025-09-302025-11-14

RARE Put PutULTRAGENYX PHARMACEUTICAL IN92.6K shares-69.13%2025-09-302025-11-14

PRME Put PutPRIME MEDICINE INC250.0K sharesnew addition2025-09-302025-11-14

CAPR Put PutCAPRICOR THERAPEUTICS INC100.0K shares-92.65%2025-09-302025-11-14