LP

Lion Point Capital, LP

13F
Lion Point Capital, LP
Last update 2025-05-15 21 Stocks (2 new)
Value $16.00 Mil Turnover 7 %
Countries:
Lion Point Capital, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
INSM
Insmed Inc
30,500
2,326.8
-16.89%
14.840
-2.24%
0.020
+33.37%
+41.66%
18,577.2
Biotechnology
ARDX
Ardelyx Inc
335,400
1,646.8
0%
10.510
0%
0.140
-9.92%
-15.78%
1,021.6
Biotechnology
MLYS
Mineralys Therapeutics Inc
79,000
1,254.5
0%
8.000
0%
0.120
+7.46%
+18.12%
947.6
Biotechnology
FENC
Fennec Pharmaceuticals Inc
195,700
1,191.8
0%
7.600
0%
0.710
+57.42%
+39.24%
240.6
Biotechnology
KNSA
Kiniksa Pharmaceuticals International PLC
Kiniksa Pharmaceuticals International PLC
45,900
1,019.4
0%
6.500
0%
0.060
+28.13%
+40.95%
2,034.4
Drug Manufacturers
BBIO
BridgeBio Pharma Inc
26,000
898.8
-35.48%
5.730
-2.05%
0.010
+29.12%
+60.31%
8,352.9
Biotechnology
BNTC
Benitec Biopharma Inc
62,000
806.6
0%
5.150
0%
0.240
+1.23%
+4.28%
345.7
Biotechnology
GERN
Geron Corp
500,000
795.0
0%
5.070
0%
0.080
-2.72%
-59.60%
910.8
Biotechnology
AVDL
Avadel Pharmaceuticals PLC
98,700
772.8
+54.22%
4.930
+1.73%
0.100
+24.03%
-15.03%
865.3
Drug Manufacturers
ARQT
Arcutis Biotherapeutics Inc
46,300
724.1
0%
4.620
0%
0.040
-14.48%
-0.79%
1,647.4
Biotechnology

Lion Point Capital, LP's Historical Top Holdings Breakdowns

Lion Point Capital, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MIST
Milestone Pharmaceuticals Inc
2025-03-31
Reduce
Reduce
-5.90%
0.8 ($1.99) 2.41
$1.94
-2.51%
Reduce -46.5%
548,806
-477,000
JSPR
Jasper Therapeutics Inc
2025-03-31
Add
Add
+3.14%
4.3 ($6.65) 21.09
$6.77
1.80%
Add 357.81%
146,500
114,500
INSM
Insmed Inc
2025-03-31
Reduce
Reduce
-2.24%
65.25 ($76.49) 83.83
$97.80
27.86%
Reduce -16.89%
30,500
-6,200
BBIO
BridgeBio Pharma Inc
2025-03-31
Reduce
Reduce
-2.05%
28.12 ($33.72) 37.59
$43.99
30.46%
Reduce -35.48%
26,000
-14,300
AVDL
Avadel Pharmaceuticals PLC
2025-03-31
Add
Add
+1.73%
7.49 ($8.37) 11.06
$8.93
6.69%
Add 54.22%
98,700
34,700
MRSN
Mersana Therapeutics Inc
2025-03-31
New Buy
New Buy
+1.41%
0.34 ($0.62) 1.4
$0.29
-53.31%
New holding
644,000
644,000
HUMA
Humacyte Inc
2025-03-31
New Buy
New Buy
+0.91%
1.71 ($3.75) 5.18
$2.28
-39.20%
New holding
83,500
83,500
MRNS
Marinus Pharmaceuticals Inc
2024-12-31
Sold Out
Sold Out
-2.72%
0.23 ($0.68) 1.85
$0.55
-19.12%
Sold Out
0
-693,778
INSM
Insmed Inc
2024-12-31
Reduce
Reduce
-2.52%
66.29 ($72.01) 76.65
$97.80
35.81%
Reduce -29.69%
36,700
-15,500
MIST
Milestone Pharmaceuticals Inc
2024-12-31
Reduce
Reduce
-2.13%
1.43 ($1.72) 2.36
$1.94
12.79%
Reduce -37.99%
1,025,806
-628,348

Lion Point Capital, LP Total Holding History ($B)

To

Lion Point Capital, LP's Asset Allocation

To

Lion Point Capital, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Lion Point Capital, LP's Hypothetical Growth since 2025-03-31

Lion Point Capital, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Lion Point Capital, LP's Holdings Heat Map

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Lion Point Capital, LP's Holdings Bubble Chart

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