The Analysis of Lion Point Capital, LP's Holdings

Currently, Lion Point Capital, LP holds 27 types of securities in its portfolio with a total value $17.6M. In the most recent quarter, they have increased their positions in RPRX (+21.4K shares, valued at $755.0K), JSPR (+252.1K shares, valued at $599.9K), MLTX (+67.5K shares, valued at $484.0K); decreased their positions in MLYS (-40.0K shares, valued at $1.5M), ARDX (-172.7K shares, valued at $951.3K), KNSA (-22.5K shares, valued at $873.7K); initiated new positions in RPRX (+21.4K shares, valued at $755.0K), MLTX (+67.5K shares, valued at $484.0K), KURA (+46.0K shares, valued at $407.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MLYS MINERALYS THERAPEUTICS INC39.0K shares-50.63%2025-09-302025-11-14

MIST MILESTONE PHARMACEUTICALS IN658.6K shares20.00%2025-09-302025-11-14

FENC FENNEC PHARMACEUTICALS INC123.0K shares-37.15%2025-09-302025-11-14

JSPR JASPER THERAPEUTICS INC398.6K shares172.05%2025-09-302025-11-14

AVDL AVADEL PHARMACEUTICALS PLC59.7K shares-39.51%2025-09-302025-11-14

KNSA KINIKSA PHARMACEUTICALS INTL23.4K shares-49.02%2025-09-302025-11-14

INSM INSMED INC6.3K shares-41.31%2025-09-302025-11-14

ARDX ARDELYX INC162.8K shares-51.48%2025-09-302025-11-14

Sponsored

MCRB SERES THERAPEUTICS INC27.1K shares59.28%2025-09-302025-11-14

MLTX MOONLAKE IMMUNOTHERAPEUTICS67.5K sharesnew addition2025-09-302025-11-14

KURA KURA ONCOLOGY INC46.0K sharesnew addition2025-09-302025-11-14

BHVN BIOHAVEN LTD22.7K shares0.00%2025-09-302025-11-14

CMPS COMPASS PATHWAYS PLC58.0K sharesnew addition2025-09-302025-11-14

PRAX PRAXIS PRECISION MEDICINES I5.7K sharesnew addition2025-09-302025-11-14

DAWN DAY ONE BIOPHARMACEUTICALS I42.0K sharesnew addition2025-09-302025-11-14

RCKT ROCKET PHARMACEUTICALS INC86.0K sharesnew addition2025-09-302025-11-14