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Size ($ in 1000's)
At 12/31/2023: $943,958
At 09/30/2023: $0
Vestal Point Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vestal Point Capital LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Vestal Point Capital LP top holdings by largest position size, as per the latest 13f filing made by Vestal Point Capital LP.
In the Vestal Point Capital LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Vestal Point Capital LP in that top holding, then the share count change between reporting periods, and finally the Vestal Point Capital LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Neurocrine Biosciences Inc |
800,000 |
+800,000 |
$105,408 | | NBIX | 800,000 | +800,000 | $105,408 | | Jazz Pharmaceuticals PLC |
725,000 |
+725,000 |
$89,175 | | JAZZ | 725,000 | +725,000 | $89,175 | | Ascendis Pharma A S |
625,000 |
+625,000 |
$78,719 | | ASND | 625,000 | +625,000 | $78,719 | | Inhibrx Inc |
1,530,000 |
+1,530,000 |
$58,140 | | INBX | 1,530,000 | +1,530,000 | $58,140 | | Soleno Therapeutics Inc |
1,300,000 |
+1,300,000 |
$52,325 | | SLNO | 1,300,000 | +1,300,000 | $52,325 | | Merck & Co Inc |
400,000 |
+400,000 |
$43,608 | | MRK | 400,000 | +400,000 | $43,608 | | Globus Medical Inc |
800,000 |
+800,000 |
$42,632 | | GMED | 800,000 | +800,000 | $42,632 | | Pacira BioSciences Inc |
1,200,000 |
+1,200,000 |
$40,488 | | PCRX | 1,200,000 | +1,200,000 | $40,488 | | Cymabay Therapeutics Inc |
1,625,000 |
+1,625,000 |
$38,382 | | CBAY | 1,625,000 | +1,625,000 | $38,382 | | Vaxcyte Inc |
525,000 |
+525,000 |
$32,970 | | PCVX | 525,000 | +525,000 | $32,970 | | Insmed Inc |
900,000 |
+900,000 |
$27,891 | | INSM | 900,000 | +900,000 | $27,891 | | uniQure NV |
3,925,000 |
+3,925,000 |
$26,572 | | QURE | 3,925,000 | +3,925,000 | $26,572 | | ALX Oncology Holdings Inc |
1,655,000 |
+1,655,000 |
$24,643 | | ALXO | 1,655,000 | +1,655,000 | $24,643 | | Immatics NV |
2,100,000 |
+2,100,000 |
$22,113 | | IMTX | 2,100,000 | +2,100,000 | $22,113 | | Viridian Therapeutics Inc |
1,000,000 |
+1,000,000 |
$21,780 | | VRDN | 1,000,000 | +1,000,000 | $21,780 | | REVOLUTION Medicines Inc |
725,000 |
+725,000 |
$20,793 | | RVMD | 725,000 | +725,000 | $20,793 | | Biogen Inc |
75,000 |
+75,000 |
$19,408 | | BIIB | 75,000 | +75,000 | $19,408 | | Edwards Lifesciences Corp |
225,000 |
+225,000 |
$17,156 | | EW | 225,000 | +225,000 | $17,156 | | AstraZeneca PLC |
250,000 |
+250,000 |
$16,838 | | AZN | 250,000 | +250,000 | $16,838 | | Crinetics Pharmaceuticals Inc |
450,000 |
+450,000 |
$16,011 | | CRNX | 450,000 | +450,000 | $16,011 | | Lyra Therapeutics Inc |
3,000,000 |
+3,000,000 |
$15,720 | | LYRA | 3,000,000 | +3,000,000 | $15,720 | | Sanofi SA |
300,000 |
+300,000 |
$14,919 | | SNY | 300,000 | +300,000 | $14,919 | | Nuvalent Inc |
200,000 |
+200,000 |
$14,718 | | NUVL | 200,000 | +200,000 | $14,718 | | Applied Therapeutics Inc |
4,155,000 |
+4,155,000 |
$13,919 | | APLT | 4,155,000 | +4,155,000 | $13,919 | | Liquidia Corp |
1,025,000 |
+1,025,000 |
$12,331 | | LQDA | 1,025,000 | +1,025,000 | $12,331 | | Aerovate Therapeutics Inc |
400,000 |
+400,000 |
$9,052 | | AVTE | 400,000 | +400,000 | $9,052 | | Regeneron Pharmaceuticals Inc |
10,000 |
+10,000 |
$8,783 | | REGN | 10,000 | +10,000 | $8,783 | | Arcutis Biotherapeutics Inc |
2,700,000 |
+2,700,000 |
$8,721 | | ARQT | 2,700,000 | +2,700,000 | $8,721 | | Xenon Pharmaceuticals Inc |
175,000 |
+175,000 |
$8,060 | | XENE | 175,000 | +175,000 | $8,060 | | Fulcrum Therapeutics Inc |
1,025,000 |
+1,025,000 |
$6,919 | | FULC | 1,025,000 | +1,025,000 | $6,919 | | Alnylam Pharmaceuticals Inc |
35,000 |
+35,000 |
$6,699 | | ALNY | 35,000 | +35,000 | $6,699 | | Galapagos NV |
130,000 |
+130,000 |
$5,284 | | GLPG | 130,000 | +130,000 | $5,284 | | Fate Therapeutics Inc |
1,290,000 |
+1,290,000 |
$4,825 | | FATE | 1,290,000 | +1,290,000 | $4,825 | | Cytokinetics Inc |
50,000 |
+50,000 |
$4,174 | | CYTK | 50,000 | +50,000 | $4,174 | | Arcellx Inc |
60,000 |
+60,000 |
$3,330 | | ACLX | 60,000 | +60,000 | $3,330 | | Bluebird Bio Inc |
2,150,000 |
+2,150,000 |
$2,967 | | BLUE | 2,150,000 | +2,150,000 | $2,967 | | Teva Pharmaceutical Industries |
200,000 |
+200,000 |
$2,088 | | TEVA | 200,000 | +200,000 | $2,088 | | Dianthus Therapeutics Inc |
135,000 |
+135,000 |
$1,404 | | DNTH | 135,000 | +135,000 | $1,404 | | Chimerix Inc |
1,400,000 |
+1,400,000 |
$1,348 | | CMRX | 1,400,000 | +1,400,000 | $1,348 | | Pyxis Oncology Inc |
440,000 |
+440,000 |
$792 | | PYXS | 440,000 | +440,000 | $792 | | Reneo Pharmaceuticals Inc |
400,000 |
+400,000 |
$640 | | RPHM | 400,000 | +400,000 | $640 | | Ikena Oncology Inc |
322,671 |
+322,671 |
$636 | | IKNA | 322,671 | +322,671 | $636 | | Relmada Therapeutics Inc |
115,000 |
+115,000 |
$476 | | RLMD | 115,000 | +115,000 | $476 | | Affimed NV |
546,067 |
+546,067 |
$341 | | AFMD | 546,067 | +546,067 | $341 | | Ovid therapeutics Inc |
85,429 |
+85,429 |
$275 | | OVID | 85,429 | +85,429 | $275 | | Solid Biosciences Inc |
34,085 |
+34,085 |
$209 | | SLDB | 34,085 | +34,085 | $209 | | Prime Medicine Inc |
20,306 |
+20,306 |
$180 | | PRME | 20,306 | +20,306 | $180 |
See Full List: All Stocks Held By Vestal Point Capital LP
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Vestal Point Capital LP
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