Filer Name: CORMORANT ASSET MANAGEMENT, LP
CIK: 1583977
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 48
Portfolio Value: $1.82B

Cormorant Asset Management, Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MLTX US MOONLAKE IMMUNOTHERAPEUTICS 8,494,151 $460M 25.26% - -
PRAX US PRAXIS PRECISION MEDICINES I 1,693,219 $130M 7.16% 94.6% -
JANX US JANUX THERAPEUTICS INC 2,100,000 $112M 6.17% 100.0% -
ACLX US ARCELLX INC 1,300,000 $100M 5.48% 4.0% -
EWTX US EDGEWISE THERAPEUTICS INC 3,406,534 $91M 5.00% - -
NAMS US NEWAMSTERDAM PHARMA CO NV 3,250,000 $84M 4.59% 31.6% -
EYPT US EYEPOINT PHARMACEUTICALS INC 8,325,000 $62M 3.41% - -
RAPP US RAPPORT THERAPEUTICS INC 2,940,921 $52M 2.87% - -
CRNX US CRINETICS PHARMACEUTICALS IN 1,000,000 $51M 2.81% -9.1% -
INSM US INSMED INC 650,000 $45M 2.46% 30.0% -
BBIO US BRIDGEBIO PHARMA INC 1,600,000 $44M 2.41% -13.9% -
CNTA US CENTESSA PHARMACEUTICALS-ADR 2,561,600 $43M 2.36% - -
DRUG US BRIGHT MINDS BIOSCIENCES INC 1,059,331 $38M 2.10% 100.0% -
PCVX US VAXCYTE INC 425,000 $35M 1.91% -57.5% -
MRUS US MERUS NV 740,000 $31M 1.71% - -
HLXB US HELIX ACQUISITION CORP II 2,909,000 $31M 1.68% - -
RNA US AVIDITY BIOSCIENCES INC 1,050,000 $31M 1.68% - -
PHVS US PHARVARIS NV 1,466,460 $28M 1.54% - -
CRBP US CORBUS PHARMACEUTICALS HOLDI 2,375,000 $28M 1.54% - -
TARS US TARSUS PHARMACEUTICALS INC 500,000 $28M 1.52% - -
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